Unofficial QuickBooks Accountants Podcast

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melioPractice Protect - https://uqb.promo/protectSend your Questions/Comments (we could read/answer them on air) [email protected]/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:29) - Unexpected Bank Fees (06:04) - QuickBooks Payments and QSP Benefits (16:46) - New QuickBooks Features: Intuit Documents (23:24) - Google Drive and Dropbox Integration Plus Mobile Device Uploads (30:41) - Understanding the QR Code Workflow (36:25) - New QuickBooks Login Page and Speculations (39:00) - Challenges with QuickBooks Modernization (44:27) - Import Data Screen: Cosmetic Changes and Limitations (51:42) - Upcoming Events and Conferences

This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand. SponsorsFishbowl - https://uqb.promo/fishbowlMelio - https://uqb.promo/melioPractice Protect - https://uqb.promo/protectSend your Questions/Comments (we could read/answer them on air) [email protected]/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:32) - Exploring the Intuit Dome (02:17) - Intuit Dome's Cutting-Edge Technology (03:33) - Steve Ballmer and the Clippers (08:37) - Intuit's Branding and Future Vision (10:40) - More About the Uniqueness of the Venue (13:47) - Challenges and User Experiences (20:45) - Financial Insights and Naming Rights (28:33) - Final Intuit Dome Thoughts (32:42) - Upcoming Classes and Conferences (37:38) - Conclusion and Farewell

Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance tools and Intuit's renewed focus on international markets, offering valuable insights for QuickBooks users and accounting professionals alike.SponsorsMakersHub - https://uqb.promo/makershubMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:27) - CEO's Statement and AI Strategy (02:45) - Intuit's Five Big Bets (05:28) - MailChimp's Growth and Strategy (07:57) - Mid-Market Strategy and Challenges (11:27) - Earnings Report Breakdown (24:56) - Turbo Tax Growth (32:31) - QuickBooks Online and Desktop Ecosystem (40:20) - Investor Insights and Future Projections (44:27) - Closing Remarks and Call to Action Send your Questions/Comments (we could read/answer them on air) [email protected]/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect conference, including changes to the registration process and potential shifts in attendee demographics.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - QuickBooks Online Payroll Overview (05:54) - Intuit's Mid-Market Strategy (12:17) - Pros and Cons of Automated Payroll Taxes (20:56) - Implementation Details and User Guidance (32:05) - Accountant User Notifications (32:40) - Payroll Flexibility Suggestions (34:27) - Paychex vs. QuickBooks Payroll (38:54) - Pros and Cons of QBO Payroll (43:07) - Workforce App Features (53:20) - Upcoming Classes and Events (54:13) - Intuit Connect Conference Send your Questions/Comments (we could read/answer them on air) [email protected]/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles. The hosts examine Intuit's AI initiatives like Intuit Assist and test some of the new AI features in QuickBooks Online, sharing their thoughts on the current state and future potential of AI in accounting. They emphasize the importance of accountants embracing AI while maintaining their value as human advisors and interpreters of financial data.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:13) - The Rise of ChatGPT (02:07) - AI Experiments in Accounting (03:28) - Challenges and Limitations of AI (07:00) - Training AI for Accounting (10:28) - Future of AI in QuickBooks (30:06) - Intuit Assist and AI Features (38:46) - Real-World Testing of AI (43:14) - Conclusion and Upcoming Events Send your Questions/Comments (we could read/answer them on air) [email protected]/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They speculate on Intuit's motivations for introducing this feature, linking it to their acquisition of Credit Karma and the potential for generating revenue through loan commissions. Hector and Alicia emphasize the need for clear communication from Intuit about new features and encouraging users to check their settings to understand how this feature might affect their business interactions.SponsorsBookkeeping Biz Workshops - https://uqb.promo/bbworkshopMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:40) - Exploring Credit Karma in QuickBooks Online (02:40) - Factoring vs. Customer Financing (03:58) - Details of the Financing Offer (07:03) - Fine Print and Terms (26:23) - Privacy Concerns and User Permissions (39:09) - Speculations and Future Implications (43:04) - Conclusion and Final Thoughts Send your Questions/Comments (we could read/answer them on air) [email protected]/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to prepare future generations for financial literacy and accounting careers. The hosts conclude by emphasizing the importance of passing on financial knowledge to younger generations and promoting U.S.-based accounting talent, while also sharing updates about their own educational initiatives in the accounting field.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Introduction and Wheel of Rants (02:05) - Outsourcing in the Accounting Industry (03:33) - Nearshoring and Global Labor Markets (07:41) - Economic Impact and Data Security (14:31) - Transparency in Outsourcing (18:28) - Trust, Responsibility, and Industry Changes (21:47) - Education Systems and Workforce Skills (29:31) - Financial Education Initiatives (31:18) - Call to Action: Educating the Next Generation (33:16) - Economic Implications and Future Challenges (34:42) - Closing Thoughts and Personal Updates Send your Questions/Comments (we could read/answer them on air) [email protected]/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing feature and share their thoughts on how these tools could be improved or consolidated. They wrap up by mentioning upcoming events and conferences they'll be attending or hosting in the accounting industry.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/melioLendflow - https://uqb.promo/lendflow(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:41) - Discussing the New PayPal Connector (04:05) - Challenges with PayPal Connector Iterations (09:13) - New Inventory Tools Announcement (10:31) - Understanding Inventory Variants (22:56) - Real-Time Inventory Count Tool (27:39) - Etsy Integration Launch (30:11) - Organizational Charts in QBO Payroll (32:58) - Small Business Payroll Systems (34:15) - User Permissions in QuickBooks (37:01) - Ship Engine Integration in QuickBooks (47:41) - Subscription Invoices in QuickBooks (54:40) - Upcoming Events and Conferences Send your Questions/Comments (we could read/answer them on air) [email protected]/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accurate records for auditing purposes. The episode also covers recent updates to the feature, including paired transfers, and touches on how third-party apps like RightTool can enhance QuickBooks functionality.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/melioLendflow - https://uqb.promo/lendflow(00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast (02:37) - Understanding the Banking Feeds (03:25) - The Love-Hate Relationship with Matching Bank Feeds (04:18) - How the Match Tool Works (05:39) - Advanced Matching Explained (07:04) - Handling Deposits and Payments (09:23) - Challenges with Matching and Reconciliation (20:18) - Date Ranges and Matching (26:48) - Resolve Differences Feature (32:50) - Paired Transfers and Their Benefits (40:45) - Final Thoughts and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) [email protected]/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. They analyze the implications of these changes for accountants and small businesses, noting that the price hikes seem designed to push users towards QuickBooks Online. They also touch on how accountants can prepare for and communicate these changes to clients, while Alicia mentions her upcoming book on converting from QuickBooks Desktop to Online as a timely resource.SponsorsMelio - https://uqb.promo/melio RightRev- https://uqb.promo/rightrevGenwise -  https://uqb.promo/genwise(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:24) - QuickBooks Online Price Changes Breakdown (03:37) - New Pricing for QuickBooks Online Products (12:15) - QuickBooks Online Payroll Price Updates (14:00) - QuickBooks Desktop Price Increases (16:41) - Impact on QuickBooks Desktop Users (32:22) - ProAdvisor Bundle Benefits (33:37) - Enterprise Bundle and Mac Version (35:26) - QuickBooks Desktop Cleanup vs. Online (38:23) - Resellers and Pricing Challenges (40:58) - Desktop Payroll Price Increases (42:45) - Enhanced Payroll for Accountants (45:55) - ACH Payment Processing Fees (58:01) - New Book on Converting to QuickBooks Online Send your Questions/Comments (we could read/answer them on air) [email protected]/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app