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.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect

• Links/Apps Mentioned in this episode:
  • Hector’s Reframe Conference - https://www.reframe2024.com/
  • Hector's App - RightTool www.righttool.app
  • Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
  • Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
  • Intuit Connect Conference www.quickbooksconnect.com
  • Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
  • The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
  • QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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

• (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