Look What We Found: November 2025
Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.
LINKS
Sponsors
Digits - https://uqb.promo/digits
Digits - https://uqb.promo/digits
- (00:00) - Introduction and Guest Welcome
- (00:48) - QuickBooks Online Refresh and New Features
- (02:48) - Banking Feeds Innovations
- (04:49) - Attachments and Tags in Banking Feeds
- (06:46) - New Payments Box and Sales Tax Issues
- (13:10) - QuickBooks Online for Accountants Beta
- (21:07) - Accountant Users Join Business Network
- (24:43) - Customer Center Beta Test
- (25:13) - Introduction to Customer Filters
- (26:25) - Feedback on the Money Bar
- (27:53) - New Search Filter Features
- (28:42) - Customer Status and Types
- (29:35) - Billing City Filter and Search Bar Issues
- (32:14) - Customizing Columns and Filters
- (33:54) - Advanced Transaction Search
- (38:39) - Upcoming Events and Conferences
- (41:31) - Conclusion and Final Thoughts
LINKS
- Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907 - Alicia’s upcoming appearances:
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 - Margie’s Free Class Friday:
www.akadian.com/lockerroom
BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
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.
Guest
Margie Remmers-Davis
Margie Remmers-Davis is the founder and CEO of Akadian Accounting Education at http://www.akadian.com/, dedicated to bridging the gap between knowledge and practical skills through cutting edge, experiential learning programs. Away from the office, Margie loves to ride her bike at sunrise, sing at the top of her lungs, go on culinary adventures, and soak up every moment of beauty and joy.