Unofficial QuickBooks Accountants Podcast

On this inaugural episode of The Unofficial QuickBooks Accountants Podcast, Alicia and Hector recap all the latest features and changes coming to QuickBooks Online, including Mailchimp, custom reporting, workflow automation, and more. They also dive into the shifting QuickBooks Desktop landscape with price hikes, reduced access, and new capabilities on the horizon.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
OnPay - https://uqb.promo/onpay

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

In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences and tease upcoming episodes on QuickBooks price changes and desktop updates. Additionally, Alicia reveals she's writing a new book on converting from QuickBooks Desktop to Online.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Makers Hub - https://uqb.promo/makershub

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:58) - Recap of Scaling New Heights Conference
• (03:04) - The Importance of Community in Conferences
• (04:22) - Comparing Different Conferences
• (08:00) - QuickBooks Online Desktop App Updates
• (09:59) - Backdating Paychecks in QuickBooks Online Payroll
• (15:56) - Introducing Split Billing in QuickBooks
• (28:03) - I-9 Employment Verification via Workforce Portal
• (30:07) - QuickBooks BillPay Elite for Accountants
• (34:25) - Upcoming QuickBooks Updates and Price Changes
• (35:46) - Final Thoughts and Upcoming Events

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

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Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpenseIgnition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient

• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Alicia’s 1099 class: http://royl.ws/QBO1099
• Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
• 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

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (02:19) - Exploring Custom Report Builder Templates
• (05:22) - Visualizing Reports with Chart View
• (10:22) - Advanced Filtering and Boolean Logic
• (18:21) - Grouping and Subgrouping Data
• (22:20) - Leveraging More Columns for Detailed Insights
• (28:21) - Pivot Tables and Summary Reports
• (30:01) - Benefits of Pivot Tables
• (34:33) - General Options and Formatting
• (41:37) - Exporting and Sharing Reports
• (45:19) - Upcoming Classes and Events
• (48:05) - Conclusion and Final Thoughts

In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting community, offering insights into how professionals can adapt and thrive in this changing landscape.

Sponsors
Relay - https://uqb.promo/relay
LiveFlow - https://uqb.promo/liveflow
Settle - https://uqb.promo/settle

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (02:04) - Exploring the New Service and Community Reactions
• (04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact
• (11:59) - Dissecting the Technicalities and Future Implications
• (16:01) - The ProAdvisor Community and Intuit's Evolving Strategy
• (23:23) - Exploring Paid Support Options and ProAdvisor Involvement
• (25:22) - Analyzing the Financial Viability of QuickBooks Support Services
• (27:33) - Opportunities and Challenges in Training and Staffing
• (31:54) - The Impact of Intuit's Strategies on the Accounting Community
• (36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions
• (39:00) - The Future of Accounting Software and Professional Relationships
• (46:55) - Upcoming Events and Conferences for Accounting Professionals

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com

Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The hosts emphasize Intuit's engagement with user feedback, third-party app ecosystem, and efforts to foster community through events like QuickBooks Connect. Despite criticisms, they argue Intuit exhibits financial responsibility that will ensure QuickBooks' longevity, benefiting accountants who embrace change.

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

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (04:29) - The Positive Impact of Intuit's People and Culture
• (05:43) - Reflecting on Intuit's Training and ProAdvisor Program
• (10:04) - The Power of Feedback and Community Engagement at Intuit
• (24:53) - A Closer Look at Intuit's Handling of Mailchimp and TSheets
• (28:42) - Exploring QuickBooks Time and Its Integration Challenges
• (29:31) - The Power of QuickBooks Time and Its Slow Rollout
• (34:28) - Accountant-Approved Apps and the Need for Verification
• (43:22) - QuickBooks Online: A User-Friendly Platform for Small Businesses
• (49:16) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions
• (54:16) - Embracing Change and Upcoming Events

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com