Interacting With QuickBooks Online's Platform Overhaul
Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.
Resources
Sponsors
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:22) - Initial Impressions and User Reactions
- (05:59) - Exploring the Dashboard Features
- (15:01) - Understanding the Business Feed
- (23:09) - Reports and Financial Planning
- (26:27) - Integrations and My Apps Section
- (27:48) - Introduction to My Accountant Tool
- (28:28) - Navigating the Accounting Section
- (28:50) - Exploring the Expenses Section
- (29:23) - Sales and Payment Methods
- (33:18) - Customer Hub and CRM Tools
- (34:05) - Payroll and HR Features
- (35:41) - Time Tracking and Projects
- (36:41) - Inventory and Sales Tax
- (37:19) - Business Tax and Lending
- (42:03) - Interface Updates and Bookmarks
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
RightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.
Alicia’s QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907
Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907
Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH
Desktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet
Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations
QB Power Hour Webinar - https://www.qbpowerhour.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
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.
