Unofficial QuickBooks Accountants Podcast

New "Little Things" in QBO

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Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also cover some newly added features in Hector's RightTool app.

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LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay


  • (00:00) - Unoffical QuickBooks Accounting Podcast
  • (04:56) - Introduction
  • (05:15) - The "little things" new
  • (05:56) - Improved manual CSV file uploads in bank feeds
  • (07:20) - Advanced search updates
  • (08:49) - Update on removing some classic reports
  • (10:04) - Bank feed uploads recognizing negatives and check numbers
  • (12:48) - New transaction number support for manual CSV uploads
  • (16:31) - Enhanced reports feedback and changes
  • (23:55) - Customer credit card CVV code issues
  • (33:25) - RightTool app updates
  • (39:34) - Outro and wrap-up

    • Send your Questions/Comments (we could read/answer them on air) [email protected]

    Links/Apps Mentioned in this episode:
    • Hector's App - RightTool www.righttool.app
    • Alicia's Training - RoyalWise http://royl.ws/uqapodcast
    • QuickBooks Connect Conference:www.quickbooksconnect.com
    • Firm of the Future: www.firmofthefuture.com
    ...more
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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT
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