Look What We Found: June Edition - Interface Updates and Banking Feed Revolution
Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.
Resources
Sponsors
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:34) - Company Updates and Good Problems
- (01:08) - Interface Changes in QuickBooks
- (03:30) - New Features in QuickBooks Expenses
- (08:20) - Settings and Notifications
- (18:12) - Banking Feed Enhancements
- (22:13) - Error Correction and New Feature Introduction
- (22:28) - Request Info Button in Banking Feed
- (26:14) - Intuit Drive and Document Storage
- (29:51) - Rumors and New Features in QuickBooks
- (34:02) - QuickBooks Time Integration
- (35:39) - Fusion: The New Interface
- (41:05) - Upcoming Events and Announcements
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025
Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!
Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle
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.