Unofficial QuickBooks Accountants Podcast

Look What We Found: November 2025


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Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.

Sponsors
Digits - https://uqb.promo/digits


  • (00:00) - Introduction and Guest Welcome
  • (00:48) - QuickBooks Online Refresh and New Features
  • (02:48) - Banking Feeds Innovations
  • (04:49) - Attachments and Tags in Banking Feeds
  • (06:46) - New Payments Box and Sales Tax Issues
  • (13:10) - QuickBooks Online for Accountants Beta
  • (21:07) - Accountant Users Join Business Network
  • (24:43) - Customer Center Beta Test
  • (25:13) - Introduction to Customer Filters
  • (26:25) - Feedback on the Money Bar
  • (27:53) - New Search Filter Features
  • (28:42) - Customer Status and Types
  • (29:35) - Billing City Filter and Search Bar Issues
  • (32:14) - Customizing Columns and Filters
  • (33:54) - Advanced Transaction Search
  • (38:39) - Upcoming Events and Conferences
  • (41:31) - Conclusion and Final Thoughts

  • LINKS

    • Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
      QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907

    • Alicia’s upcoming appearances:
      Women Who Count Conference: https://www.afwa.org/women-who-count/
      Intuit Connect: https://www.intuit.com/intuitconnect/
      Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

    • Margie’s Free Class Friday:
      www.akadian.com/lockerroom


    BUY ALICIA'S NEW BOOK!
    https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
    Companion Course on Royal Wise:
    https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp

    We want to hear from you!

    Send your questions and comments to us at [email protected].

    Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

    Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 


    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding 

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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT

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