Look What We Found: November 2025

There may be errors in spelling, grammar, and accuracy in this machine-generated transcript.

Alicia Katz Pollock: In this week's episode of the unofficial QuickBooks accountants podcast, I have with me Margie Remmers Davis of Acadian. And we are going to do our next edition of Look What We Found or Look What I found, where we're going to take a look at some of the features in QuickBooks that have been updated and have been approved. Improved. How you doin, Margie?

Margie Remmers-Davis: I am awesome. How [00:00:30] are you?

Alicia Katz Pollock: I'm doing really good. I'm keeping my head above water with all of these changes.

Margie Remmers-Davis: And many changes.

Alicia Katz Pollock: All the changes and but it's gotten to the point where it has become fun again. I went through my phase of banging my head against the wall of how am I going to make this happen? And now, at Royal Wyze, we've started the great QuickBooks online refresh, where we are updating all of our classes one every single week. And I'm now in my rhythm and it's it's working.

Margie Remmers-Davis: I [00:01:00] love the rhythm. Yeah, such a good feeling.

Alicia Katz Pollock: It's really nice when you finally, like, dial it in and then you can just plug and play and go. So. Yeah. So. But what that does mean is I've been spending as even more time than usual inside QuickBooks online and navigating all of the changes. And so I've been doing lots of content about the new interface. But what's interesting about look, what I found is that we're actually going to draw a distinction here between what's [00:01:30] new with the navigation and the AI agents. But that's not what we're going to talk about today. What we're going to focus on are the features that have always been there, and the new changes to those features. Now I want to couch that, that, for example, the banking feed. Right. We've got you whether you're in the old interface or the new interface, the forms are the same. The banking feed, once you turn on, you either have the new banking feed [00:02:00] or you have the old banking feed, but that's independent of which platform you're on. Whether you have the classic with the black bar or the new fancy white one with the fly out navigations. The banking feed is the banking feed, and your invoices are your invoices, and your sales receipts are your sales receipts. And your journal entries are your journal entries. And the actual transactions aren't changing. So that's what we are going to focus on today, are the changes in those static [00:02:30] features and the little innovations that have come in with those. We're also going to talk about some new policy things as well and some, some in the news that have happened. So let's go with it.

Margie Remmers-Davis: Let's rock and roll.

Alicia Katz Pollock: All right. Off we go. So while I'm talking about the banking feeds let's actually start there. There I saw three new innovations happening. The first one is actually, I [00:03:00] don't know if I want to call it an innovation, but I got a notice that my Bank of America connections need to be reset up starting between mid-October and mid-November. So it looks like and I don't know if it's just Bank of America because I have Bank of America or if it's going to be Wells Fargo and Chase. But I've noticed a lot of accounts disconnecting and needing to be reconnected. And I think what that means is that we're getting new connections with the banks that are improvements [00:03:30] over the old ones, and so don't be surprised if you do have to either update your logins and reconnect your accounts, or if your clients are having to do it. Have you come across that yet, Margie?

Margie Remmers-Davis: Um, not in QuickBooks, but in other software that I've used, that kind of thing, because the banks and the whole like way that they connect, um, like there's different, um, protocols that they might be switching between or using. And so [00:04:00] yeah, I haven't seen it in QBO yet, but it's, it's it's a fairly common thing, I think, in the banking electronic banking industry age that we're in.

Alicia Katz Pollock: Sure. And hopefully that means a lot of banks that traditionally did not connect do connect, or banks that did not have, uh, check images will now have check images. Yeah. But what the I got the email back in September. It basically says that, um, all new connections as of October 1st will be automatically set up with the new connection. And [00:04:30] then, um, like I said, in October and November, your connection will go down and need to be reconnected. And if you don't if you don't make the new connection, then it will be disconnected permanently by February. So we have until February to make sure that all of our clients are on the updated integrations. Okay, so the second one is that the bank feeds now have the attachments are back. And not just that, you now have drag and drop ability [00:05:00] on here, which is really super slick. And I have a little video on my, on my socials, uh, where I actually show how it works. But basically you can take any attachment and even if the bank feed row is closed, you can drop an attachment on the row, or if it's open, you can drop it on the, on the the main panel and it will attach the file so you don't have to click the upload button and then go drill in for it. You can just drop [00:05:30] it right on and it will attach.

Margie Remmers-Davis: About saving clicks.

Alicia Katz Pollock: Yeah. So that's an awesome one. Um, I also noticed yesterday that tags are back in the banking feed, which I was told, you know, 6 or 8 months ago that they were never going to do that because tags have been deprecated. And I was like, yeah, but they're not really deprecated. The people who had tags can keep using tags. We just can't start [00:06:00] using tags in new files. But you know, my feedback to them is yeah, but the people who use tags still need to tag in the banking feed, just like we always have. And I guess they heard from enough people that, you know, those of us using tags still need to be able to use our tags. So I did see it yesterday for the first time back then. I do have a few clients who are using tags because they're mission critical to their workflows, and not [00:06:30] being able to have them in the banking feed meant that we had to do the banking feed, and then go into tags and then go into the unassigned and then go assign them. And that was an awful lot of work.

Alicia Katz Pollock: So thank you, thank you, thank you for putting them back where we needed them. Yay! The next new thing that I noticed is in a new payments box, and this shows up in both sales receipts and in receive payments when you're receiving payments against an invoice. And I'm not [00:07:00] seeing it universally, it's I'm only seeing it in some files, but there's a new, uh, they've kind of split it into several different boxes instead of one big box. So the billing address and shipping address are over on the far right hand side. And then it gives you the option to record a payment, meaning that I'm not taking the payment through QuickBooks payments. I'm taking it some other way or charge a new payment, which is using your QuickBooks payments in order to process [00:07:30] a credit card or take an ACH. And then they've made a third box. So they kind of like this nice little grid arrangement with your location of sale if you're using locations and your custom fields. So it's really nice. It's really attractive. I think it highlights the process a little bit nicely.

Margie Remmers-Davis: I love this so much. I love this, I love this so much.

Alicia Katz Pollock: What do you love about it?

Margie Remmers-Davis: Love. I love anything that just makes it clear what [00:08:00] it is that you're supposed to do. In the past, the only way that you would know that you could charge is if you changed the like. If you changed the payment method to the specific to the specific method, then it would pop up like, oh yes, you can enter the credit card number and charge it right now. And it was so buried and it was so like if you didn't know it was there, you didn't know how it was. I have answered so many questions about that and how [00:08:30] to do it, and I love that. It is just boom right there in front of you. The little icons with the little of like this is a credit card you could use. Like all of it. It's just makes it obvious. And that just makes everybody's life easier and reduces the number of questions that come in and I just love it, I love it.

Alicia Katz Pollock: Yeah. You're you're you're totally nailed it that in order to use QuickBooks payments before you had to change it to check or you had [00:09:00] to change it to credit card, and now you can just say, I am charging a credit card and boom, it's right there. Yeah, they've also changed the green buttons down at the bottom. Instead of saying save and close it. Now either says charge and close if you're running payments or record and close if you're recording an external payment. So they've changed the language on those buttons. Um, while we're here, it's not really a look. Well, actually, I guess it kind of is a look what I found. But the [00:09:30] addresses I want to speak to the shipping addresses, um, when you are in a sales receipt or in an invoice, because I have noticed a discrepancy with sales tax that has just really popped up in the last month or two, that if you are in a state that charges Sales tax. Be very very very careful about whether you're shipping two box is open or closed. And what's in the box. Because if you are in a destination [00:10:00] state, meaning that your sales tax is charged on the client's location, if your if the box is open, then it will charge the client even if they were on site, even if they bought at your store. But if their address is in the ship two box, it will assume that it was shipped and not an on site sale, which actually changes your sales tax calculation.

Margie Remmers-Davis: Oh, and that's interesting. Yeah.

Alicia Katz Pollock: Yeah. Um, [00:10:30] so that is something that if you are in a sales tax state, you should definitely talk to your clients about. And so basically what happens is that whatever's in the shipping two box is overriding the natural state of your sales tax. It could change it if it's if it's open and blank. It could change it if it's open and client address, and it could change it if it's closed altogether. So you need to go look at your circumstances for each client and determine what is the proper, [00:11:00] uh, appearance on the form, and make sure your client is doing that consistently. Otherwise you will collect and remit the wrong sales tax.

Margie Remmers-Davis: Yeah. Good catch.

Alicia Katz Pollock: Okay.

Margie Remmers-Davis: This is why everyone needs to listen to this podcast. The wisdom that drips out of Alicia's mouth.

Alicia Katz Pollock: I actually want to have a whole episode about sales tax, because.

Margie Remmers-Davis: That would be a great.

Alicia Katz Pollock: One. And I have a whole course about sales tax. That's literally every single little glitch like that. And it's [00:11:30] not really a glitch. It's part of the design. And I do talk about it in the class. It's not necessarily new, but I've noticed recently a pattern of, uh, of people having sales tax issues. And it's not that the sales tax is broken, it's that the new invoices give you a toggle to open and close that wasn't there before. Changing what's happening. So. All right. Next a little bit of news about [00:12:00] some things happening in in the QBO world. So QuickBooks online for accountants has a new beta test for a new layout and new tools just like the user version. I don't have access to it yet, so I can't play with it yet. Margie, have you been able to get in and play with it?

Margie Remmers-Davis: I got no, I got the, uh, the little notice that said, oh, you could participate in this thing. And I closed it and I haven't [00:12:30] seen it again. Oh. So I don't know, but I know that, um. Yeah. I was told that massive changes are coming to the accountant version beyond what we've just seen. I know Hector did a video about, like, the new, like, beta thing I. Think it's beyond that. The way she was talking. Um, that that's going to be unveiled at Intuit Connect. So my team and I are going to Intuit connect with our notepads like [00:13:00] Tell Us Everything. And so yeah, looking forward to that.

Alicia Katz Pollock: Yeah, I heard the same thing. I heard that the Intuit is really excited about some of the new things that are being announced, and I can't wait to find out what it is. Um, I did notice, and I've been including this in some of my QuickBooks before and after great QBO refresh videos that the tasks inside Qbo have been buffed up and made more accessible. [00:13:30] And so even if I even though I have my own task manager outside of QuickBooks, being able, I can now like tag one particular transaction and turn it into a task for something for me to go back and revisit. And that actually has been really, really helpful. Next, talking about QuickBooks payments. I did see a lot of hullaboo on the socials about this, but I got an email myself that, um, and I'll read the [00:14:00] email. It's about my QuickBooks payments and it says, hello, Alicia Pollock, we've increased your payment processing limit, effective immediately. You will now be able to process payments up to $400,000 on a rolling 30 day cycle. We were able to do this because your business is expanding. This will allow you to process more payments as you grow. Thank you for trusting us with processing your payments.

Margie Remmers-Davis: Woo hoo! Go!

Alicia Katz Pollock: So. So I got it. And I'm like, yay! Okay, I can process more payments. [00:14:30] But you know, that'd be great if my business would grow so much that I needed to process $400,000 in payments. We'll get there. But give me I need a few more years to get there. Uh, but a lot of people I saw on the socials were upset about this, that, that they were getting it too. And they were like, okay, well, it says it's cause my business is expanding, but my business isn't expanding. And I was nowhere near the limit that I had before. Why would why do they think that I need to [00:15:00] buff it up? And I'm curious why they were upset about it. I mean, is there a ramification to to having a higher limit? Does it affect your credit rating? I don't know.

Margie Remmers-Davis: I don't think your credit limit in affects your credit rating. I mean, I, I don't know. I it's hard for me to imagine why people would be upset about that. The only thing that pops into my head is if [00:15:30] their business is not, in fact, growing. And QBO says, hey, I noticed that your your your business is growing. Well, that kind of reduces the trust factor in QuickBooks. Like, maybe they don't actually know as much as they say they know. Right. That's the only thing that pops into my head. Otherwise I don't know why they would be upset.

Alicia Katz Pollock: Yeah. But I've been trying to figure out exactly well, why is Intuit doing this? [00:16:00] If people are not even near the cap. But I remember and it was not that long ago that when you signed up for QuickBooks payments, your cap was $5,000, and that was too low for a lot of companies. And then you had to go to underwriting and prove your income and send them three years of of tax forms to show that your average ticket was far more than $5,000. And that was only like maybe two years ago, maybe three now. So the fact that they took those [00:16:30] limits off was a hallelujah. Yeah. The one thing that I would recommend, though, is that now, if they're going to raise this processing limit and now you can run $100,000 in one transaction. And I do have a couple clients who run invoices and payments that are hundreds of thousands of dollars. They definitely should put that ACH cap back on that. If you have depending on the QuickBooks payments plan that you have, the [00:17:00] retail is 1% with no cap. If you sign up through the, uh, the preferred pricing, you can get 1% with a cap of $15. And if you sign up through a qsp, you can get 1% with a cap of $10, so that $100,000 invoice would only cost ten bucks. But right now, $100,000 at 1% is.

Margie Remmers-Davis: There's [00:17:30] no cap.

Alicia Katz Pollock: There's no cap. That's so $1,000. Yeah, exactly. So it would cost you if you ran Golfers they're into. It's now going to get $1,000 in processing fees.

Margie Remmers-Davis: Wow.

Alicia Katz Pollock: Yeah. So that made me wonder if that's why they that they did it. Maybe their thought was that people were not using QBO payments because they couldn't run payments big enough so that if they raised the cap now that takes away the barrier to high [00:18:00] ticket use. So that's my that's my theory.

Margie Remmers-Davis: All right.

Alicia Katz Pollock: And that is also another reason why I'm going to suggest to people that you sign up for QuickBooks payments using a Qsp. We had an episode about QuickBooks solutions providers a couple weeks ago. The one I use is CBG. I'll put a link in the show notes to CBG. But the reason why I sign up all my clients through CBG and not through the preferred pricing or directly in [00:18:30] product is because of this cap. They get wholesale pricing, so they pay less fees and I get a residual on every fee charged. And, you know, it's not like I, you know, if if we're talking $1,000 in bank fees, that's really just a couple bucks to me. But I get, you know, several hundred dollars a month in residual fees because I've been signing up my clients for merchant services through CBG for 10 or 15 years now, and some of them are running these 100,000 $200,000 [00:19:00] tickets. So, you know, that's good for a couple hundred dollars in my pocket every month. Sure. Yeah.

Margie Remmers-Davis: Awesome.

Alicia Katz Pollock: Okay. So keep an eye out for that. Um, if you don't want the extra cap, you actually can go in. In the same way that you can request that your cap go up. You can also request that your cap goes down. So you can say, hey, I don't want a $400,000 cap. I would like a $200,000 cap and you can get it reduced.

Margie Remmers-Davis: Why would you do that?

Alicia Katz Pollock: Uh, [00:19:30] for whatever reason, you're mad that they include the 400,000. I don't know. Hypothetically, you're right sizing it. Which for fiscal responsibility, I guess makes sense. But no, I don't know why you would. Yeah, but you can. And so.

Margie Remmers-Davis: Right. Good to know.

Alicia Katz Pollock: I want to tell you that again. Okay. Um, and then the next announcement is that accountant users are now invited [00:20:00] to join the business network. This also was an email that I got back in September. And the business network is that integration between all QuickBooks users. And for the first few years, it was just between user accounts and not accountant accounts. So they're finally limiting that that barrier. So if we, you know, most of us as accountant users barely even know what the business network is because we haven't had a chance to use it. Uh, you [00:20:30] have settings when you go into your company settings and go into advanced. There's a section called the Business Network, and you can go in there and put in the information that you do want to be shared with the other companies. And you can also put in your ACH information that if you want somebody to be able to pay you, they can go ahead and pay you direct deposit into your ACH, which is fabulous.

Margie Remmers-Davis: Yeah, I love that. I was so excited [00:21:00] when they first announced the Business Network. And because I think it was a what what are you it's in the know now. But whatever it was before I can't remember. And um, and they announced the business network was coming and I was like, oh my gosh, this is going to be awesome. And then they announced, okay, it's here. And then I was like, yay! Where is it? Wah wah.

Alicia Katz Pollock: Yeah, exactly.

Margie Remmers-Davis: And I was so sad. So yeah, this makes me very happy.

Alicia Katz Pollock: This feature has been in development. [00:21:30] I saw the first demo back in 2022 22 and I really I'm I need to actually take the time to, you know, test it out and make an invoice to a customer and see if it's showing up in my client's files as a bill. I haven't taken the time to see it work yet, but I'm looking forward to that kind of integration. And then if you don't want it, you can also go in and turn it off. Same place in the company settings in advanced in business network, you can just [00:22:00] turn it off completely. You don't have to have it. Next up, the customer center is under a new beta test. And again, it's irrespective of whether you're in the classic or the modern interface and platform, the customers still has a toggle on and off for whether you want the new customer experience or the old customer experience. And I've been flooding feedback on on this. [00:22:30] Have you good. Yeah. Um, before I go in on it, do you have. Have you?

Margie Remmers-Davis: Well, I'm curious to know. I'm curious to know your your feedback, but I think just for the listening audience, just as a reminder. So, um, when you go into customers, there is that colored bar. There used to be like the, the old style is this colored bar. And then you can see you can automatically, uh, assign filters based on if [00:23:00] you, you clicking those colors. So in the colors we had the number of estimates that you have outstanding. The unbilled income, it shows you the total and what it is. And then the overdue invoices open invoices and credits and then the recently paid and they're all colored. And then you can just click on one of the colors and it will automatically filter your customer list based on that thing. So what they've switched it to, you can again like [00:23:30] Alicia said, you can toggle between the two. What they've switched it to is just a regular search filter thing. So what? Tell me your feedback. Because I'm curious.

Alicia Katz Pollock: Yeah.

Margie Remmers-Davis: I'm curious to know if we agree.

Alicia Katz Pollock: Okay. Yeah. So so first the the colored boxes that acted as filters. The technical name for that is the money bar, right. And I liked the money bar because I liked being able to just instantly filter and see those 11 invoices [00:24:00] and that were overdue. And what they were for or especially for me, the unbilled income. Unbilled income is when you have an expense that you are going to pass on to your client for reimbursement. So basically, you make an expense and you have a check mark and you check off billable and you put the customer's name. And then when you invoice them, you can pull those billable expenses onto your invoice. Now I do that with some of the work that I do throughout the month or my my QuickBooks wholesale program. For example, [00:24:30] I use unbilled income to bill my clients, so I need that little purple box that is now in the new interface. The money bar is gone. It's not there anymore. You can still find the money bar under all sales, but that means that now I have to go to all sales in order to go get the unbilled income, so that I can process my unbilled income every single month. And I liked having it in my customers window. I thought that was a good place for it. So I've [00:25:00] been putting in feedback that yes, we still want the money bar is the first one, right?

Margie Remmers-Davis: So or okay, or my other thought was if you could build a custom money bar using the filters. Okay, so so now what they've created is that they've just created like a filter thing. You can search for what you want. You can select um customer status, customer types and um, billing city. And then you can click filters and customize it. You [00:25:30] can actually create, you know, search for whatever you want, you know, and have it filter. But wouldn't it be great if you could like, save that customization so that it would be its own button so that the one that you use all the time? Alicia, you use unbilled activity all the time. You could create your own little unbilled activity filter that's always there and that you can just click it.

Alicia Katz Pollock: That's a really great idea. I really like that, that suggestion. [00:26:00] Um, as far as the filters go themselves, when they first went over to this new customers experience, the customer search was not front and center. It started with customer customer status, whether active or inactive. And yeah, that's great to put that right front and center. Sure, a customer types. Well, the only time I've ever seen anybody use customer type is if you're using price rules And I've never seen anybody use it any other time. So [00:26:30] I think this was their attempt to create a new purpose for customer types so that people would use it, which might be nice, you know, wholesale customers, retail customers, home users versus corporate users, you know, whatever. So I see the ability to use customer types in new ways. I like that they made it front and center. Then the next box is Billing City. I have never in my life searched my customers [00:27:00] by Billing City. And I'm sure there's a listener out there. I'm sure there's one of you going, oh my God, I do that all the time. How do you not do it? But I don't generally need to sort my customers by where they're located. So it's cool that there is a billing city filter. But why was it more prevalent than just searching for my customers? Yeah, so the search was just a little magnifying glass over on the right hand side. So you had to click the magnifying glass, type the customer name, and then hit enter in order [00:27:30] to filter the customer list. And I've been again flooding the feedback not just about the money bar, but the search. Like why isn't like you go to the customer window, you search for a customer. That's what you have to do every time. So why is it buried? And yes, they listened. Search is now the first field.

Margie Remmers-Davis: That's awesome.

Alicia Katz Pollock: However, it's still not dynamic. You still have to type it in and hit enter. It doesn't narrow them down as you type the way we like it to. So if all of you [00:28:00] would go to feedback and hit the feedback in the customer window, and please tell them that the search has to be dynamic so it just pulls up your short list. I would love you for that, I appreciate it.

Margie Remmers-Davis: This is one of the. That's why I know we get on soapbox, but that's one of the things in modern life that bugs me is that some search bars, you have to type it and then press enter and other search bars you have to type. And then it automatically pulls it up. And it's like across [00:28:30] the world across software. It's it's not just QBO, but it's just like a little pet peeve of mine in life. But I want to push back just a little bit about customer status. Do you really think that the customer status needs to be front and center? Like it's okay.

Alicia Katz Pollock: I don't it's.

Margie Remmers-Davis: I don't think that that like, we all like just care about the active customers. And then every so often we need to look up inactive one. And [00:29:00] then we can just like add the filter like at that point but have having that be like here's the search bar. And then the very next thing is customer status. I yeah.

Alicia Katz Pollock: Yeah. Now as you continue down the search line, then you do get a button for additional filters. And this is pretty cool that you can filter. But so what it does is it puts a dropdown and you can filter by company name or billing state or zip code, or shipping state or shipping zip code, or the display [00:29:30] name. So there are additional filters, but you have to click on the funnel. And then there also is a customize button where you can change the sort. You can say how many rows you want, and you can also turn on and off different columns that right now by default only the the name, the company name, the phone billing address and open balance are the defaults. But there's email addresses and customer status and billing and shipping information. [00:30:00] So there's lots of different columns that you can customize. So it is nice that you can have showing by default the things that you're interested in. So that customize button is kind of nice. Yeah.

Margie Remmers-Davis: So you still can't save the filter. You still have to. That's like that's my biggest pet peeve about it is that you cannot Alicia needs to know her unbilled activity. So now you have just added work to her, added work for her to have to search for the unbilled activity every time.

Alicia Katz Pollock: Right? [00:30:30] Well, you know, to be fair, I can just go over to all sales now, but, but and right, right. And there is a button that says customers with unpaid invoices. So you can custom you can filter with one click everybody who has open invoices and just look at those.

Margie Remmers-Davis: Yeah.

Alicia Katz Pollock: And that's pretty cool.

Margie Remmers-Davis: All right. Rant over.

Alicia Katz Pollock: Okay. So so I do recommend that you do turn on the new customer center. Try [00:31:00] it out, give them your feedback. It's in a in a current update. And like I said they did listen and put the search box more prevalent. So go in and do add some more feedback about the customer center. That leads me to our to the last thing that we're going to cover today. And that is the advanced transactions search. So the first thing that all listeners should know about the new search is that there's now a bar across the whole top center of the new interface, [00:31:30] instead of just the magnifying glass on the right. And it's it's natural language. So I can type here, um, open invoices for Helena Tash. And then when I search that, it's going to give me just that thing. Now, if I say open invoices for Helena Tash, that is three different, um, three different search fields all at once. It's invoice, it's status and it's customer. [00:32:00] So normally I would have had to set three different filters to get that specific list. But I just typed open invoices for Helena and there they all were. Mm. Now here's what I have to say about this. This is direct follow up from what we were just talking about with the customer fields.

Alicia Katz Pollock: When I'm in this search, I have fields for the date range, the transaction type, the amount, and that can be either the line amount or the total amount, which is cool because that means if you search by dollar amount, it can [00:32:30] be the the grand total and the whole transaction or any one line on any one transaction, which is nice. You can search by reference number. You can search by contact. I love, by the way that they're calling both Payees both customers and vendors contact instead of payee or from two the way they have in other places. I wish they would just put contact everywhere across the board. Why not standardize it? And then, just like in the customer screen, there is a filter by. So that [00:33:00] has class and memo and description tracking number, address products and services, accounts Po, number, referral source, sales reps and my custom fields all have filters. So they're under that little filter button. Now here's the really cool part When I click on customize, I have the option of. There's a filters where I can actually change the order of all of those filters that are under the filter [00:33:30] button.

Margie Remmers-Davis: Oh.

Alicia Katz Pollock: So if I'm trying to find transactions that have a particular product and service, and I need to do that a lot, I can pick it up and I can move it right before the date range or before the I can put the filters in the order that I want. And this is brilliant for exactly what you were just talking about missing on customers, that you can pick the filters you need, and even if you can't save a filtered result, you can [00:34:00] pick what filters are persistent.

Margie Remmers-Davis: Yeah.

Alicia Katz Pollock: And I really, really, really want them to put this in the customer's window in anywhere else that they have. The fact that you can pick your filters and put them in the order you want is genius. Absolute genius.

Margie Remmers-Davis: Yeah. That's one. That is wonderful.

Alicia Katz Pollock: Yeah. So that's probably like of all the changes I've seen recently, one of the things that excites me most is the fields on the search is the new search.

Margie Remmers-Davis: Yeah. Yeah. [00:34:30] And just to just just so that the listeners understand. Persistent. When you say persistent, that means that when you set it up, you set it up once, and then the next time you do a search, they're going to be filtered in that same way. That's what the that's what persistent means when you say that.

Alicia Katz Pollock: Yeah, I mean that I want those fields to stay there. Right, right. Yeah, exactly. Yeah. Even if it doesn't have the ability to save a particular search for me. [00:35:00] Right. But. But it does have on the right hand side, you can export your search results. So if you have a if you need to get back to this particular list instead of researching for it, you can export it to Excel or to PDF. Yeah. So that's kind of handy too.

Margie Remmers-Davis: Very cool.

Alicia Katz Pollock: All right. So yeah, I wanted to to end on something that I'm truly excited about. And so those are the changes [00:35:30] that we have collected. Um, as we're using the product, um, just, you know, as these innovations are coming fast and furious, being able to distinguish what's happening in the small, little improvements inside the transactions is just as important as the big changes to the interface. Yep.

Margie Remmers-Davis: Yep.

Alicia Katz Pollock: All right. Uh, so stuff. Yeah, really good stuff. So, Margie, thank you for your help in explaining all of this. [00:36:00] What's what's going on in your world?

Margie Remmers-Davis: Um. Yeah. So I am gearing up for Intuit Connect. I've actually never been, so I've heard, I know, crazy.

Alicia Katz Pollock: I've been.

Margie Remmers-Davis: I've never been so. So I'm excited about that. I'm also bringing my curriculum development team because we are, um, super anxious to learn everything we can about the new changes, especially the new accountant version that we mentioned that [00:36:30] they supposedly have coming up with all of the fun new tools. And, uh, so I'm excited about that. And then, of course, uh, on the heels of that is just the next week or a couple weeks later is, uh, reframe. So I will be there as a facilitator as I know you will be. Alicia. Right. Which is my favorite thing to go. And just we here at Acadian are always all about [00:37:00] hands on practice. We want you to actually do it. And that's what sets reframe apart from the other. All of the other conferences is that you're not just sitting and listening, but you're actually doing what they're teaching. And so I get to be a facilitator facilitator for that. So I'm super excited. And of course, I continue to, um, teach a free class every Friday. We would love to have any listeners come and, and, uh, hang out with us. And, uh, the link for that will be in the show notes, I [00:37:30] guess so. Well, so lots of stuff. What about you, Alicia? What's going on in your world?

Alicia Katz Pollock: Well, I'm. We're kind of mirroring each other this week. We're going to the same conferences. We are, um, also both working really hard to help people navigate the whole new system. So you have your weekly Friday, um, weekly Fridays, and mine are on Tuesdays. Um, right now I'm doing deep dives into all of the foundational concepts inside QuickBooks online. So [00:38:00] I just did the banking feed and reconciling, and my next course is up after I get back from all of the conferences, um, will be products and services and inventory and how to set up. Set those up accurately, including the sales tax. And then I'm going to be getting into topics like QuickBooks payments, merchant services and credit cards and business. And you hear me talk about those topics all the time. So I want to also remind everybody that the classes that I have aren't just surface level. They're like deep dive in [00:38:30] product demos where we show you how it all works and we go through every single option, and they're not just good for you, ProAdvisor, they're also really good for your clients as well. So if you have a client using QuickBooks payments, send them to the class so that they can see all the different ways that they can get paid quickly for the work that they're doing and improve their cash flow. All right. So I think that wraps up our look what I found or look what we found episode. So thanks Margie for joining [00:39:00] me and we will see you in the next one.