How Sweet It Is: Intuit Accounting Suite
Sponsors
Digits - https://uqb.promo/digits
Digits - https://uqb.promo/digits
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (02:31) - Deep Dive into Intuit Accountant Suite
- (07:57) - Home Screen and Client Management
- (18:15) - Client Insights and Custom Views
- (24:41) - Books Close Feature
- (33:58) - ProAdvisor Academy Enhancements
- (38:43) - Wrapping Up and Upcoming Classes
LINKS
- Mentions in episode:
Alicia’s Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
Alicia’s upcoming classes:- 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
- QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390
Dan
- Intuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA
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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.
