Intuit Connect Floor Report

12/12/24 • 44 min

Unofficial QuickBooks Accountants Podcast

Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpenseCoefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:52) - Exploring Intuit Connect
(02:20) - Innovations in Dashboards
(05:00) - Payroll Enhancements
(16:11) - Sales and Income Tax Updates
(26:18) - New Features in QuickBooks Online for Accountants
(29:17) - Bank Feeds and Transactions
(33:45) - MailChimp Integration
(37:31) - BillPay and AP Automation
(47:28) - Conclusion and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:

Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Sponsors
Zoho Expense - https://uqb.promo/zohoexpenseCoefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:52) - Exploring Intuit Connect
(02:20) - Innovations in Dashboards
(05:00) - Payroll Enhancements
(16:11) - Sales and Income Tax Updates
(26:18) - New Features in QuickBooks Online for Accountants
(29:17) - Bank Feeds and Transactions
(33:45) - MailChimp Integration
(37:31) - BillPay and AP Automation
(47:28) - Conclusion and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:

Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Previous Episode

December 2024 QuickBooks Updates: Training, Tax Forms, and Task Management

Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.

Sponsors
Fishbowl - https://uqb.promo/fishbowlCoefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:35) - ProAdvisor Academy Overview
(06:08) - 1099 Enhancements in QuickBooks Online
(12:13) - New Work Center in QBOA
(17:42) - Conclusion and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) [email protected]

Links/Apps Mentioned in this episode:

Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Next Episode

QBO Wishlist for 2025

Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along the way, they share insights about the evolving relationship between accountants and automation tools.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
MediaBooks - https://uqb.promo/mediabooks

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

(00:53) - Rethinking Pop-Ups

(06:15) - QuickBooks Labs Revival

(09:04) - Public Roadmap and Feedback Transparency

(18:11) - Perfecting Autofill

(23:03) - Turning Off AI Features

(25:26) - Issues with Reporting Features

(28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials

(35:03) - Final Wishlist Item

(39:45) - What's New with Alicia and Hector

Send your Questions/Comments (we could read/answer them on air) [email protected]

Links/Apps Mentioned in this episode: