• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:24) - New Features in QuickBooks
• (05:37) - Enhanced Products and Services
• (06:52) - Grouping Billable Time in Invoices
• (11:26) - QuickBooks Live Expert Assist
• (14:42) - Client Transfer Between QBOA Accounts
• (15:52) - Retirement Contributions Update
• (17:12) - Interface Updates and New Screens
• (22:00) - Balance Sheet Profit and Loss in Modern View
• (23:50) - Feedback on Modern View Reports
• (29:37) - Unreproducible Features
• (29:53) - QuickBooks Payments and Reconciliations
• (39:12) - Turning Invoice to Credit Memo
• (40:55) - The Locker Room Community
• (42:46) - Upcoming Events and Training

GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/

Alicia’s links

• Converting from QBDT to QBO class: http://royl.ws/QBDT2QBO
• Converting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBO

Margies Links

• The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/

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Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

• (00:00) - Welcome and Introduction
• (00:44) - Overview of Intuit Enterprise Suite
• (01:05) - Defining Mid-Market and Enterprise Software
• (02:48) - Pricing and Client Quotes
• (06:43) - New Features in Intuit Enterprise Suite
• (07:55) - Multi-Entity Allocation Tool
• (16:18) - Consolidated Dashboards and Reports
• (23:49) - Forecast Reports and Project Budgets
• (37:23) - Cost to Complete Project Report
• (39:08) - AI Import for Project Budgets
• (41:36) - Task Management in Intuit
• (52:25) - Third-Party Integration Enhancements
• (54:37) - Speculations on Pricing Transparency
• (01:01:23) - Future of AI in QuickBooks
• (01:06:36) - Upcoming Events and Classes

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

March 2025 IES Release Notes:

https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdf

Links

• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/
• Alicia's Payment Class http://royl.ws/QB-Payments-Course
• Chart of Accounts in QBO: http://royl.ws/QBOCOA
• Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Sign up to Earmark to earn free CPE for listening to this podcast
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Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

• (00:00) - Welcome to the Show
• (00:35) - QuickBooks Online's Chart of Accounts Evolution
• (02:18) - Reactions to the New Chart of Accounts
• (04:01) - Renaming Classic Categories
• (07:33) - GAAP and Custom Chart of Accounts
• (12:14) - Detail Types and Tax Preparation
• (17:33) - Managing Opening Balance Equity
• (21:51) - Undeposited Funds Workflow
• (25:20) - Reconciliation Discrepancy
• (27:47) - QuickBooks Online Adjustments
• (30:32) - The Importance of Numbering Systems
• (33:59) - Reclassify Tool and Modern Categories
• (37:21) - Meals and Entertainment Changes
• (38:52) - Merchant Services and Modern Expenses
• (43:47) - Final Thoughts and Upcoming Classes

Chart of Accounts in QBO: http://royl.ws/QBOCOA

Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Credit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cards

Veronica’s class:

QBO Paid Diagnostic Review System: http://bit.ly/5mb_diagnostic

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:49) - The End of QuickBooks Tags
• (01:48) - Creative Uses of Tags
• (04:32) - Migration Timelines and Steps
• (08:05) - Changes to Custom Fields
• (12:07) - Migration Process Explained
• (21:38) - Understanding Tag Association with Customers and Vendors
• (22:06) - Testing Tag Visibility in Transactions and Multiple Tags
• (23:25) - Running Reports on Tags Before Migration
• (25:02) - Limitations of Custom Fields in Profit and Loss Reports
• (27:37) - Reports That Support Custom Fields
• (30:55) - Custom Fields in API and Spreadsheet Sync
• (34:17) - Future Enhancements and Roadmap for Custom Fields
• (34:45) - Tags vs. Classes: A Detailed Comparison
• (39:40) - Final Thoughts on Tags and Migration Support
• (41:32) - Upcoming Classes and Contact Information

Intuit’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_US

Dan’s Links
QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

Alicia’s Links

“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907

“QuickBooks Payments” class: Live webinar April 22, recording available afterwards

http://royl.ws/QB-Payments-Course

Sign up to Earmark to earn free CPE for listening to this podcast
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Alicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integrations with over a thousand apps.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:55) - Exciting Cleanup Job Success Story
• (03:51) - ProAdvisor Training Opportunities
• (06:42) - MailChimp Training and Integration
• (15:39) - QuickBooks Payments Innovations
• (21:23) - Third Party Integrations with QuickBooks Payments
• (25:55) - ProConnect Tax Enhancements
• (31:34) - QuickBooks Live Expert Assisted Service
• (37:28) - Upcoming Events and Courses

In the Know’s March PPT: https://drive.google.com/file/d/1Lohc4hxizsyC6lzM12T7rTpEAwqlJRuG/view?usp=sharing

The QuickBooks Live Expert Assist Beta Test: https://www.firmofthefuture.com/product-update/test-quickbooks-live-expert-service-tiers/

Alicia’s “Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907

Live webinar April 1, recording available afterwards

Matthew’s QB Power Hour webinar: https://www.qbpowerhour.com/

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

Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories to new banking feed enhancements and reporting features, they highlight both permanent updates and experimental features that appeared briefly.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle

Links Discussed in Episode
GoPayment now has Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/

Alternative Payment options:

Anchor: https://join.sayanchor.com/iX6Hba

Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock

Alicia’s classes:

Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Credit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cards

Margie’s Classes:

Bookkeeping Accelerator: https://fastandeasyqbo.samcart.com/products/ba-launch

All About Certification: www.akadian.com/everything

All About Recertification: https://akadian.com/everything-you-ever-wanted-to-know-about-qbo-proadvisor-recertification/

Sign up to Earmark to earn free CPE for listening to this podcast
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Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account management etiquette when transitioning between bookkeepers.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle

• QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
• Reconciling in QBO on March 18: http://royl.ws/Reconciling-In-QBO

Dan’s Links:
Dan’s Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins

QB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
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Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, and expanded payment options such as Apple Pay, PayPal, and Venmo integration. This comprehensive tour reveals both obvious and hidden features, helping users adapt to and take advantage of the modernized invoice experience.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

Links for this episode:

Intuit Support article: https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US

Alicia’s Upcoming Classes:

• Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business
• QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking

Dan’s Upcoming Events:

• QB Power Hour - Bridging the Apps - Using Zapier to connect the missing links in integrated apps - 3/4/25 Noon EST
• Workshop Wednesdays - 1PM EST - Check the website for weekly topics