Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface
Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.
Alicia’s The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, and
Sponsors
Digits - https://uqb.promo/digits
Bluebook - http://uqb.promo/bluebook
Women Who Count - http://uqb.promo/women
Digits - https://uqb.promo/digits
Bluebook - http://uqb.promo/bluebook
Women Who Count - http://uqb.promo/women
- (00:00) - Introduction: Cha Cha Changes
- (01:00) - Understanding the Disruption to Productivity
- (04:00) - Banking Feeds: New AI, Same Training Process
- (08:00) - Finding Your Way Around the New Interface
- (12:00) - Bookmarks and Menu Customization
- (14:00) - Before and After: Menu Changes Explained
- (17:25) - The New Customer Hub
- (21:25) - Look What I Found: New Features Deep Dive
- (26:25) - Experimental Features and Beta Testing
- (30:54) - Backup Features in QBO Advanced
- (34:54) - AI-Powered Bank Reconciliation Preview
- (40:54) - The Great QuickBooks Refresh Announcement
- (52:18) - Upcoming Conference Season
- (55:18) - Closing Thoughts and Next Steps
Alicia’s The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, and
the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh
Complete Business Group (QSP): royl.ws/CBG
RightTool.app - mention ROYALWISE for 20% off the Pro version
Rewind Backups - http://royl.ws/Rewind
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.