Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
Redmond Academy - https://uqb.promo/redmond

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (01:25) - Retail AI: Chatbots and Accessibility
• (02:03) - API-Based AI: Middleware and Integration
• (04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights
• (06:25) - AI in Software Development
• (13:57) - AI Predictions for 2025
• (23:49) - Always-On AI and AI Agents
• (37:46) - Future of AI in Accounting Software
• (43:26) - Conclusion and Future Plans

Links/Apps Mentioned in this episode:

• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
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Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along the way, they share insights about the evolving relationship between accountants and automation tools.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
MediaBooks - https://uqb.promo/mediabooks

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:53) - Rethinking Pop-Ups
• (06:15) - QuickBooks Labs Revival
• (09:04) - Public Roadmap and Feedback Transparency
• (18:11) - Perfecting Autofill
• (23:03) - Turning Off AI Features
• (25:26) - Issues with Reporting Features
• (28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials
• (35:03) - Final Wishlist Item
• (39:45) - What's New with Alicia and Hector

Links/Apps Mentioned in this episode:

• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:52) - Exploring Intuit Connect
• (02:20) - Innovations in Dashboards
• (05:00) - Payroll Enhancements
• (16:11) - Sales and Income Tax Updates
• (26:18) - New Features in QuickBooks Online for Accountants
• (29:17) - Bank Feeds and Transactions
• (33:45) - MailChimp Integration
• (37:31) - BillPay and AP Automation
• (47:28) - Conclusion and Upcoming Events

Links/Apps Mentioned in this episode:

• Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding