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.

Sponsors
ClientHub- https://uqb.promo/clienthub
Blue 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

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-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.

Sponsors
ClientHub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Blue 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

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-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.

Sponsors
ClientHub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Melio - 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

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com