Beta Tests Gone Wild
Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcoming "Fusion" interface redesign that will completely transform how users navigate and interact with QuickBooks Online.
Resources
Sponsors
Debits - https://uqb.promo/debits
Debits - https://uqb.promo/debits
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (01:46) - Granular Access for Firm Members
- (04:08) - Client IDs in QuickBooks Online
- (06:04) - Bill Pay Onboarding Enhancements
- (10:00) - QuickBooks Payments Integration
- (16:09) - Resolution Center in QuickBooks Online
- (18:56) - Amazon Business Integration
- (23:20) - Personal Cloud Backup
- (30:15) - New Ways of Copying Journal Entries
- (34:23) - Modernizing QuickBooks Online's Code Base
- (42:17) - Upcoming Features and Roadmap for PayPal Integration
- (43:16) - Introducing the Fusion Interface
- (55:19) - Training and Resources for QuickBooks Users
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Alicia’s Links
- Credit Cards in QBO course: http://royl.ws/QBO-credit-cards
- QuickBooks Payments course: http://royl.ws/QB-Payments-Course
- QuickBooks Mobile app course: http://royl.ws/QBOMobile
Margie's Links
- The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/
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https://www.earmark.app/onboarding
https://www.earmark.app/onboarding
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.
Guest
Margie Remmers-Davis
Margie Remmers-Davis is the founder and CEO of Akadian Accounting Education at http://www.akadian.com/, dedicated to bridging the gap between knowledge and practical skills through cutting edge, experiential learning programs. Away from the office, Margie loves to ride her bike at sunrise, sing at the top of her lungs, go on culinary adventures, and soak up every moment of beauty and joy.