QuickBooks Classes vs. Locations vs. Tags
This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (05:12) - Understanding Tags in QuickBooks Online
- (12:23) - Challenges with Tags for Accountants
- (20:12) - Exploring Locations in QuickBooks Online
- (27:49) - Using Classes for Detailed Reporting
- (33:46) - Understanding Location Behavior in Invoices
- (35:25) - Default Classes for Products and Services
- (36:26) - Managing Customers and Projects
- (46:58) - The Power of Custom Fields in QuickBooks
- (51:19) - Advanced Custom Fields in QuickBooks Online
- (53:49) - Upcoming Features and Final Thoughts
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
- Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
- QuickBooks Connect Conference www.quickbooksconnect.com
- QuickBooks Tricky Situations: http://royl.ws/QBOtricks
- Next-Level Accounting: http://royl.ws/NextLevelAccounting
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
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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.