QBO Snooze You Lose!
Alicia runs through the latest round of Intuit announcements, including invoice deposits, garnishment tracking in Payroll, batch bill pay for up to 50 payments at once, and a redesigned review-and-pay screen that now shows clients every open invoice. She also gets a little cynical about Intuit's growing push to surface its own experts inside QuickBooks, where clients can connect directly with Intuit for setup, bookkeeping, and tax help. It wraps with a hands-on look at the new CAS revenue calculator at firmofthefuture.com and what it reveals about firm benchmarks and advisory pricing.
LINKS
- (00:00) - Welcome and Overview
- (00:29) - Better Together Tour
- (01:48) - Accountant Suite Training
- (03:14) - Modern Reports Update
- (04:21) - Invoice Deposits Changes
- (06:24) - Customer Payment Portal
- (08:02) - Payroll Garnishment Tracking
- (09:47) - Batch Bill Pay Upgrade
- (10:15) - Intuit Experts Pushback
- (13:19) - Cash Flow Tools Coming
- (14:28) - CAS Revenue Calculator
- (24:51) - Hands On Training Class
- (28:17) - Wrap Up and Goodbye
LINKS
- Firmofthefuture.com
- Alicia’s book on Amazon: http://royl.ws/conversion-book
July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907
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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.