This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accurate records for auditing purposes. The episode also covers recent updates to the feature, including paired transfers, and touches on how third-party apps like RightTool can enhance QuickBooks functionality.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow

• (00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
• (02:37) - Understanding the Banking Feeds
• (03:25) - The Love-Hate Relationship with Matching Bank Feeds
• (04:18) - How the Match Tool Works
• (05:39) - Advanced Matching Explained
• (07:04) - Handling Deposits and Payments
• (09:23) - Challenges with Matching and Reconciliation
• (20:18) - Date Ranges and Matching
• (26:48) - Resolve Differences Feature
• (32:50) - Paired Transfers and Their Benefits
• (40:45) - Final Thoughts and Upcoming Classes

• 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
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

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This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. They analyze the implications of these changes for accountants and small businesses, noting that the price hikes seem designed to push users towards QuickBooks Online. They also touch on how accountants can prepare for and communicate these changes to clients, while Alicia mentions her upcoming book on converting from QuickBooks Desktop to Online as a timely resource.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (02:24) - QuickBooks Online Price Changes Breakdown
• (03:37) - New Pricing for QuickBooks Online Products
• (12:15) - QuickBooks Online Payroll Price Updates
• (14:00) - QuickBooks Desktop Price Increases
• (16:41) - Impact on QuickBooks Desktop Users
• (32:22) - ProAdvisor Bundle Benefits
• (33:37) - Enterprise Bundle and Mac Version
• (35:26) - QuickBooks Desktop Cleanup vs. Online
• (38:23) - Resellers and Pricing Challenges
• (40:58) - Desktop Payroll Price Increases
• (42:45) - Enhanced Payroll for Accountants
• (45:55) - ACH Payment Processing Fees
• (58:01) - New Book on Converting to QuickBooks Online

• 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
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (04:47) - Understanding Tags in QuickBooks Online
• (11:58) - Challenges with Tags for Accountants
• (19:47) - Exploring Locations in QuickBooks Online
• (27:24) - Using Classes for Detailed Reporting
• (33:21) - Understanding Location Behavior in Invoices
• (35:00) - Default Classes for Products and Services
• (36:01) - Managing Customers and Projects
• (46:33) - The Power of Custom Fields in QuickBooks
• (50:54) - Advanced Custom Fields in QuickBooks Online
• (53:24) - Upcoming Features and Final Thoughts

• 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
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences and tease upcoming episodes on QuickBooks price changes and desktop updates. Additionally, Alicia reveals she's writing a new book on converting from QuickBooks Desktop to Online.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Makers Hub - https://uqb.promo/makershub

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:58) - Recap of Scaling New Heights Conference
• (03:04) - The Importance of Community in Conferences
• (04:22) - Comparing Different Conferences
• (08:00) - QuickBooks Online Desktop App Updates
• (09:59) - Backdating Paychecks in QuickBooks Online Payroll
• (15:56) - Introducing Split Billing in QuickBooks
• (28:03) - I-9 Employment Verification via Workforce Portal
• (30:07) - QuickBooks BillPay Elite for Accountants
• (34:25) - Upcoming QuickBooks Updates and Price Changes
• (35:46) - Final 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
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare the app to using QuickBooks Online in a browser, noting the trade-offs in performance and functionality. Finally, they touch on the potential for an offline mode and the limitations of not being able to use browser extensions within the app.

Sponsors
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Makers Hub - https://uqb.promo/makershub

• (00:00) - Unofficial QuickBooks Accountants Podcast Episode 43
• (03:47) - Hector Role-Plays as Intuit Product Manager
• (04:47) - Exploring the Desktop View Feature
• (06:48) - Customizing the Navigation Experience
• (17:51) - Tabs and Multi-Window Functionality
• (23:52) - Keyboard Shortcuts and Menu Navigation
• (29:54) - Exploring the Navigation Bar
• (31:23) - Zooming Features and Their Benefits
• (33:54) - Multi-Instance and Split Screen Capabilities
• (41:18) - Addressing Speed and Offline Mode Concerns
• (46:39) - Browser Extensions and Their Limitations
• (49:15) - Upcoming Courses and Conferences
• (52:06) - Conclusion and Final Thoughts

• 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
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on wellness alongside technical topics. The hosts also discuss the evolution of QuickBooks Connect into Intuit Connect and what that might signal about Intuit's ecosystem strategy going forward. Throughout the conversation, Hector and Alicia emphasize the value of these events for learning, networking, and gaining new perspectives to enhance one's accounting career.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Bean - https://uqb.promo/bean

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (02:20) - Upcoming Accounting Conferences Overview
• (06:18) - Alicia's Conference Experiences
• (15:19) - The Cost of Attending Conferences
• (17:31) - Scaling New Heights Conference
• (27:00) - Bridging the Gap Conference
• (34:10) - Shoutout to Vanessa Vasquez and Conferencia Fit
• (35:16) - Meta Consulting Academy Workshop
• (36:39) - USA Tax Convention
• (38:03) - AppyCamp: A Unique Conference for Educators
• (43:51) - ReFrame Conference Overview
• (48:00) - Intuit Connect
• (01:00:23) - The Future of QuickBooks and Intuit Ecosystem
• (01:04:10) - Digital CPA Conference and Final Thoughts

• 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
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from. They also emphasize the importance of user feedback and suggest ways for Intuit to better engage with and compensate beta testers. Finally, they share their upcoming plans to attend and present at various accounting conferences and events.

Sponsors
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Bean - https://uqb.promo/bean

• (00:00) - Introduction to the Wheel of Rants
• (02:21) - QuickBooks Online Version Control Issues
• (06:43) - Intuit's Lean Startup Approach
• (17:23) - Impact on QuickBooks Users
• (26:06) - Developer Challenges with QuickBooks
• (31:21) - Reviving QuickBooks Labs
• (33:10) - Proposed Solutions for QuickBooks
• (34:35) - The Importance of User Feedback
• (40:42) - Paid Beta Testers and User Compensation
• (46:27) - Upcoming Conferences and Events
• (50:04) - Wrap Up and Future Plans

• 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
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

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
Client Hub- 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