• (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/

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

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

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.

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• (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/
• 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
https://www.earmark.app/onboarding

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