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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Client Hub- https://uqb.promo/clienthub

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

• 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

Hector and Alicia break down the latest Firm of the Future article, covering upcoming innovations and new features Intuit has planned for QuickBooks Online in 2024. From enhanced user permissions to improved payroll processing, they analyze and provide their insights on these anticipated changes that could significantly impact accountants and businesses.

Sponsors
Client Hub - https://uqb.promo/clienthub

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

• 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

Join Hector and Alicia as they explore QuickBooks Online's latest round of productivity enhancements for March 2024. Learn about the new 1099 correction functionality, batch payroll editing across employees, smarter bank feed transaction matching for payroll, and additional dashboard customization options. They also share insights on upcoming e-commerce integration improvements and the rollout of sequential approval workflows.

Sponsors
Client Hub- https://uqb.promo/clienthub

• (00:00) - Unofficial QuickBooks Accountants Podcast

• 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

In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the transformation of "Get Paid Upfront" into a line of credit offering, significant productivity enhancements to invoicing and navigation, and new integration partnerships with companies like Figured for agriculture. Additionally, they provide insights into the fine print and potential implications of these changes for QuickBooks users.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

• 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

In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aims to help accountants and business owners optimize their QuickBooks Online experience by streamlining and customizing these crucial lists.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Webgility- https://uqb.promo/webgility

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast!

• 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

In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing training and guidance tailored to the client's needs. The discussion highlights the value-added services advisors can offer beyond just migrating data to truly set clients up for success on the new platform.

Sponsors
Relay - https://uqb.promo/relay
ClientHub- https://uqb.promo/clienthub

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

• 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

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules.

Sponsors
Client Hub- https://uqb.promo/clienthub
Webgility - https://uqb.promo/webgility

• (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast

• 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

Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return importing, and more. They also talk about upcoming changes to HR services and share what they are working on in their own businesses.

Sponsors
Client Hub- https://uqb.promo/clienthub

• (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast

• 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

In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over jobs and sub-customers to projects and re-setting user permissions in QuickBooks Online.

Sponsors
Client Hub- https://uqb.promo/clienthub

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

• 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

Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

• (00:00) - Unofficial QuickBooks Accountants Podcast Episode 24

• 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