• Misc. Musings on QuickBooks | Sept 2024

  • 2024/09/12
  • 再生時間: 59 分
  • ポッドキャスト

Misc. Musings on QuickBooks | Sept 2024

  • サマリー

  • 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.

    Sponsors
    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

    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    • (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
    続きを読む 一部表示

あらすじ・解説

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.

Sponsors
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

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  • (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

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