Unofficial QuickBooks Accountants Podcast

QuickBooks Classes vs. Locations vs. Tags


Listen Later

This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise -  https://uqb.promo/genwise


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (05:12) - Understanding Tags in QuickBooks Online
  • (12:23) - Challenges with Tags for Accountants
  • (20:12) - Exploring Locations in QuickBooks Online
  • (27:49) - Using Classes for Detailed Reporting
  • (33:46) - Understanding Location Behavior in Invoices
  • (35:25) - Default Classes for Products and Services
  • (36:26) - Managing Customers and Projects
  • (46:58) - The Power of Custom Fields in QuickBooks
  • (51:19) - Advanced Custom Fields in QuickBooks Online
  • (53:49) - Upcoming Features and Final Thoughts

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

    Links/Apps Mentioned in this episode:
    • Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
    • Hector's App - RightTool www.righttool.app
    • Alicia's Training - RoyalWise http://royl.ws/uqapodcast
    • Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
    • QuickBooks Connect Conference www.quickbooksconnect.com
    • QuickBooks Tricky Situations: http://royl.ws/QBOtricks
    • Next-Level Accounting: http://royl.ws/NextLevelAccounting
    • Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com


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

    https://www.earmark.app/onboarding

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    ...more
    View all episodesView all episodes
    Download on the App Store

    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    39 ratings


    More shows like Unofficial QuickBooks Accountants Podcast

    View all
    Accounting Best Practices with Steve Bragg by Steve Bragg

    Accounting Best Practices with Steve Bragg

    256 Listeners

    The Clark Howard Podcast by Clark Howard

    The Clark Howard Podcast

    5,395 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    420 Listeners

    Up First from NPR by NPR

    Up First from NPR

    56,071 Listeners

    Talking Tax by Bloomberg Tax

    Talking Tax

    111 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    340 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    247 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    22 Listeners

    Building the Premier Accounting Firm by Roger Knecht

    Building the Premier Accounting Firm

    15 Listeners

    BiggerPockets Daily by BiggerPockets

    BiggerPockets Daily

    322 Listeners

    The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

    The Ambitious Bookkeeper Podcast

    59 Listeners

    Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

    Earmark Podcast | Earn Free Accounting CPE

    25 Listeners

    Federal Tax Updates by Roger Harris, EA and Annie Schwab, CPA

    Federal Tax Updates

    29 Listeners

    UnAccountable! by UnAccountable

    UnAccountable!

    25 Listeners

    On The Books by Intuit

    On The Books

    4 Listeners