Unofficial QuickBooks Accountants Podcast

QuickBooks Online Interface Upgrades

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Hector and Alicia dive into the latest interface tweaks and small but impactful changes made to QuickBooks Online in the first quarter of 2024. From modernized reports with keyboard shortcuts and data source labeling to new refresh buttons and consistent font styles, they explore how these updates are enhancing the user experience for accounting professionals. They also discuss the future roadmap for QuickBooks Online's interface, including the potential for customizable settings and global preferences for accountants across client files.

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  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (02:12) - Diving Into QuickBooks Online's Latest Interface Tweaks
  • (02:28) - Exploring Modernized Reports in QuickBooks Online
  • (14:50) - The Evolution of QuickBooks Online's Bank Feeds
  • (19:35) - Enhancements in QuickBooks Online's Customer Detail Screen
  • (25:28) - New Features in QuickBooks Online's Expenses Tab and More
  • (32:53) - Final Thoughts and Future Hopes for QuickBooks Online
  • (34:45) - Wrapping Up with Personal Updates and Community Shoutouts

    • 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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