IES Updates with Hector Garcia
Alicia and Hector Garcia catch up on a full year of Intuit Enterprise Suite development, covering multi-entity consolidation with automatic eliminations, dimensions that now span every transaction (including a new AI dimension backfill for historical data), and construction features like WIP reporting, negative change orders, and AIA-style billing that now surpass QuickBooks Desktop Enterprise. They also dig into what's coming next for manufacturing and inventory, including multiple units of measure, and run through the IES features that have already trickled down into QBO Advanced, like cost groups, project phases, and proposals.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
- (00:00) - Welcome and Setup
- (02:55) - What Is Enterprise Suite
- (08:11) - Pricing and User Limits
- (10:14) - Dimensions Deep Dive
- (11:26) - Multi Entity Consolidation
- (12:45) - Eliminations and Automation
- (16:59) - Chart of Accouants Control
- (19:28) - Construction Feature Leap
- (20:32) - WIP and Change Orders
- (21:33) - Permissions and Project KPIs
- (23:57) - AI Budget Imports
- (25:38) - AIA Billing and Roadmap
- (27:22) - Inventory and Manufacturing Push
- (31:45) - Nonprofit Future Plans
- (34:42) - August Dimension Updates
- (35:51) - AI Dimension Backfill
- (37:56) - Features Coming Downstream
- (38:24) - Cost Groups in Advanced
- (41:37) - Project Phases Pros Cons
- (43:59) - Proposals and E Signatures
- (45:58) - Calculated Fields and Orders
- (47:39) - Item Receipts Workflow
- (50:48) - Wrap Up and Next Recap
- (53:57) - Final Thoughts and Farewell
LINKS
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
- Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
- AI in QBO: http://royl.ws/AI?affiliate=5393907
- Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
- Come to Miami in November! Events.reframeaccounting.com
- Check out Hector’s RightTool: www.righttool.app
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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.
Host
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.