Unofficial QuickBooks Accountants Podcast

QuickBooks Online Introduces Chart of Accounts Templates

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Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.

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  • (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
  • (03:01) - Custom report builder
  • (06:06) - Hector and Alicia walk through the new chart of accounts templates
  • (14:31) - Applying the template
  • (22:12) - Hector and Alicia tried it out
  • (25:34) - Other actions you can take after creating the COA
  • (26:29) - Please submit feedback to Intuit
  • (27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode!

    • 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
    • Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
    • QuickBooks Connect Conference:www.quickbooksconnect.com
    • Firm of the Future: www.firmofthefuture.com


    This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software. 

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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT
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