Misc. Musings on QuickBooks | Sept 2024
Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
- Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95
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- (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
- (01:29) - Unexpected Bank Fees
- (06:04) - QuickBooks Payments and QSP Benefits
- (16:46) - New QuickBooks Features: Intuit Documents
- (23:24) - Google Drive and Dropbox Integration Plus Mobile Device Uploads
- (30:41) - Understanding the QR Code Workflow
- (36:25) - New QuickBooks Login Page and Speculations
- (39:00) - Challenges with QuickBooks Modernization
- (44:27) - Import Data Screen: Cosmetic Changes and Limitations
- (51:42) - Upcoming Events and Conferences
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.