Unofficial QuickBooks Accountants Podcast

Now You Know: Intuit and QuickBooks January 2025 Updates


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Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.

Sponsors
Bluevine - https://uqb.promo/bluevine
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup



  • (00:00) - Welcome to the Unofficial QuickBooks Accountants podcast
  • (00:39) - Congratulations to OnPay
  • (03:25) - Tags Discontinued
  • (05:00) - QuickBooks Solopreneur Updates
  • (08:45) - Migration from QuickBooks Desktop to Online
  • (12:16) - QuickBooks Live Expert Cleanup
  • (20:16) - QuickBooks Customer Hub Powered by Mailchimp
  • (22:34) - New Recurring Payments Feature
  • (28:41) - Outro and Upcoming Classes

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

    Links Mentioned in this episode:

    • January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/
    • Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242

    Alicia’s classes:

    • Year-end Cleanup and Tax Prep: http://royl.ws/yearend 
    • Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
    • Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business

    Sign up to Earmark to earn free CPE for listening to this podcast
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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT

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