Unofficial QuickBooks Accountants Podcast Hector Garcia, CPA & Alicia Katz Pollock, MAT

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare the app to using QuickBooks Online in a browser, noting the trade-offs in performance and functionality. Finally, they touch on the potential for an offline mode and the limitations of not being able to use browser extensions within the app.

SponsorsClient Hub- https://uqb.promo/clienthubG-Accon - https://uqb.promo/gacconMakers Hub -  https://uqb.promo/makershub
(00:00) - Unofficial QuickBooks Accountants Podcast Episode 43

(03:47) - Hector Role-Plays as Intuit Product Manager

(04:47) - Exploring the Desktop View Feature

(06:48) - Customizing the Navigation Experience

(17:51) - Tabs and Multi-Window Functionality

(23:52) - Keyboard Shortcuts and Menu Navigation

(29:54) - Exploring the Navigation Bar

(31:23) - Zooming Features and Their Benefits

(33:54) - Multi-Instance and Split Screen Capabilities

(41:18) - Addressing Speed and Offline Mode Concerns

(46:39) - Browser Extensions and Their Limitations

(49:15) - Upcoming Courses and Conferences

(52:06) - Conclusion and Final Thoughts
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on wellness alongside technical topics. The hosts also discuss the evolution of QuickBooks Connect into Intuit Connect and what that might signal about Intuit's ecosystem strategy going forward. Throughout the conversation, Hector and Alicia emphasize the value of these events for learning, networking, and gaining new perspectives to enhance one's accounting career.

SponsorsClient Hub- https://uqb.promo/clienthubRightRev- https://uqb.promo/rightrevBean - https://uqb.promo/bean
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(02:20) - Upcoming Accounting Conferences Overview

(06:18) - Alicia's Conference Experiences

(15:19) - The Cost of Attending Conferences

(17:31) - Scaling New Heights Conference

(27:00) - Bridging the Gap Conference

(34:10) - Shoutout to Vanessa Vasquez and Conferencia Fit

(35:16) - Meta Consulting Academy Workshop

(36:39) - USA Tax Convention

(38:03) - AppyCamp: A Unique Conference for Educators

(43:51) - ReFrame Conference Overview

(48:00) - Intuit Connect

(01:00:23) - The Future of QuickBooks and Intuit Ecosystem

(01:04:10) - Digital CPA Conference and Final Thoughts
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from. They also emphasize the importance of user feedback and suggest ways for Intuit to better engage with and compensate beta testers. Finally, they share their upcoming plans to attend and present at various accounting conferences and events.

SponsorsClient Hub- https://uqb.promo/clienthubG-Accon - https://uqb.promo/gacconBean - https://uqb.promo/bean
(00:00) - Introduction to the Wheel of Rants
(02:21) - QuickBooks Online Version Control Issues
(06:43) - Intuit's Lean Startup Approach
(17:23) - Impact on QuickBooks Users
(26:06) - Developer Challenges with QuickBooks
(31:21) - Reviving QuickBooks Labs
(33:10) - Proposed Solutions for QuickBooks
(34:35) - The Importance of User Feedback
(40:42) - Paid Beta Testers and User Compensation
(46:27) - Upcoming Conferences and Events
(50:04) - Wrap Up and Future Plans
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with inventory and agriculture software, using items in bank feed transactions, and bulk editing of categorized transactions. Hector and Alicia also talk about Intuit's new weekly "In the Know" content hub and additional updates like customer invoice reminders, invoicing via text, and journal entry batch imports.

SponsorsClient Hub- https://uqb.promo/clienthubBlue Onion - https://uqb.promo/blueonion
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(03:37) - QuickBooks Desktop Payroll Phase-Out Details

(07:49) - New Integrations and Partnerships

(11:31) - Recertification Season for ProAdvisors

(13:56) - QuickBooks Live Strategy and Expert Assist

(17:05) - QuickBooks Bill Pay

(25:24) - Granular Permissions for QuickBooks Online Accountants

(28:50) - Introduction to Intuit's Acronyms

(29:04) - New Features in QuickBooks Bank Feeds

(30:26) - Splitting Transactions and Sales Receipts

(33:29) - Bulk Reclassification and Categorization

(36:17) - In The Know Hub and QuickBooks Updates

(39:03) - Customer Reminders and Text Message Invoicing

(40:55) - Controversial QuickBooks Checking Fees

(44:11) - Upcoming Time Tracking Features

(44:42) - What's New With Hector and Alicia and Thanks for Listening
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccounting

In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its streamlined interface. Additionally, Hector shares insights from his recent videos focused on QuickBooks Online for construction and project-based accounting needs.

SponsorsClient Hub- https://uqb.promo/clienthubRelay - https://uqb.promo/relayBlue Onion - https://uqb.promo/blueonion
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:20) - Recent Bug Fixes in Reports
(04:51) - Enhancements in Modern Reports
(07:52) - Custom Fields and Their Limitations
(13:21) - Navigating Price Rules and Invoice Updates
(17:32) - New Invoice Layout
(18:51) - Unveiling New Features and User Interface Changes
(30:36) - What Hector and Alicia Have Coming Up
(31:52) - Thanks to All of Our Listeners
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccounting

On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potential solutions such as client handling of time-sensitive filings, promoting extensions, deadline-based pricing, while also highlighting some benefits of annual deadlines. They conclude by promoting Alicia's upcoming QBO class and Hector's accounting conference.

SponsorsClient Hub- https://uqb.promo/clienthubRelay - https://uqb.promo/relayMelio - https://uqb.promo/melio
(00:00) - Introduction to the QuickBooks Accountants Podcast Rant Wheel

(08:25) - Exploring Solutions to Tax Season Burnout

(12:59) - The Benefits of Filing Extensions & Proactive Planning

(24:42) - Closing Thoughts and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.com