Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the transition to Credly for certification badges.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:51) - QuickBooks Payments Revenue Share Program
• (08:26) - Cost Allocation in Payroll
• (12:50) - New Recurring Payments Feature
• (15:40) - Setting Up Recurring Payments in QBO
• (20:50) - Customer Payment Options
• (24:04) - Benefits of PCI Compliance
• (26:57) - New ProAdvisor Training and Certification
• (30:57) - Upcoming Events and Courses

• https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6d
• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient

• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Alicia’s 1099 class: http://royl.ws/QBO1099
• Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
• 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

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• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (02:19) - Exploring Custom Report Builder Templates
• (05:22) - Visualizing Reports with Chart View
• (10:22) - Advanced Filtering and Boolean Logic
• (18:21) - Grouping and Subgrouping Data
• (22:20) - Leveraging More Columns for Detailed Insights
• (28:21) - Pivot Tables and Summary Reports
• (30:01) - Benefits of Pivot Tables
• (34:33) - General Options and Formatting
• (41:37) - Exporting and Sharing Reports
• (45:19) - Upcoming Classes and Events
• (48:05) - Conclusion and Final Thoughts

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex

• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Alicia’s 1099 class: http://royl.ws/QBO1099
• Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
• 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

• (00:00) - Introduction to QuickBooks Online October 2024 Updates
• (01:50) - Intuit Enterprise Suite: Pricing and Features
• (10:38) - W9 Management Module Enhancements
• (22:15) - AI-Powered Payroll Anomaly Detection
• (26:43) - HR Manager Role and Payroll Customizations
• (31:22) - Payroll Updates: Direct Deposit Changes
• (32:33) - Enhanced Payroll Cost Allocations
• (40:43) - Advanced Search in QuickBooks Online
• (48:03) - Recurring Payments and PCI Compliance
• (54:42) - ProConnect Tax Adjustments
• (57:29) - Upcoming Events and Conferences

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maintaining a positive outlook amidst industry evolution, emphasizing the importance of community and expert feedback in shaping QuickBooks' future.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Mercury - https://uqb.promo/mercury
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.

• Hector’s Reframe Conference - https://www.reframe2024.com/
• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• 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

• (00:00) - Introduction and Overview
• (02:44) - The Evolution of Intuit and QuickBooks
• (04:37) - Transitioning from Desktop to Online
• (07:42) - The Role of Technology in Accounting
• (12:54) - Intuit's Community and Feedback
• (17:38) - New Course Announcement

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact for long-time QuickBooks Desktop users and consultants. Hector offers a candid and in-depth look at this pivotal moment in accounting software history.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Ignition - https://uqb.promo/ignition
Mercury - https://uqb.promo/mercury
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.

• 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

• (00:00) - Introduction: The End of an Era
• (02:50) - Impact on Existing QuickBooks Desktop Users
• (04:42) - The Decline of QuickBooks Desktop
• (08:50) - Intuit Enterprise Suite: The Future of QuickBooks
• (12:27) - New Features and Updates in QuickBooks Desktop
• (26:18) - The Emotional Farewell to QuickBooks Desktop and Final Thoughts

Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also speculate on pricing, integration with third-party apps, and how this new offering might reshape Intuit's relationship with solution providers and ProAdvisors.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

Links/Apps Mentioned in this episode:

• Firm of the Future Article - https://www.firmofthefuture.com/product-update/intuit-launches-new-solution-intuit-enterprise-suite/
• IES Terms and Conditions- https://www.intuit.com/legal/terms/en-us/enterprise-suite/online/
• In the Know Handouts - https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2FmqGQ9PvRSTuzxNO0gVbf_September%202024_InTheKnow_Handout.pdf
• IES Accountant's Showcase & Training - https://www.intuit.com/enterprise/accountant/?CID=ITK__US_IES__acct_webinar_
• 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

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:27) - New Intuit Enterprise Suite
• (01:25) - Initial Reactions and Key Features
• (03:32) - Pricing Speculations and Customization
• (09:21) - Multi-Company Management and User Permissions
• (14:10) - Cross Entity Workflow Templates
• (22:30) - Advanced Reporting and Project Management
• (36:00) - AI and Integrations: Profitability Monitoring
• (46:52) - AI Forecasting
• (49:35) - Future Enhancements and Industry Customization
• (52:33) - Upcoming Events and Training

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

• 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

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:48) - Exactly What to Say to Accountants
• (02:04) - Alicia's Experience with the Book
• (03:56) - Implementing the Book's Principles
• (09:07) - Key Principles from the Book
• (17:02) - Practical Applications and Examples
• (24:15) - Alicia's Email Example
• (31:16) - Wrapping Up and Final Thoughts

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

• 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

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• (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