Misc. Musings on QuickBooks | Sept 2024

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.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melioPractice Protect - https://uqb.promo/protectSend your Questions/Comments (we could read/answer them on air) [email protected]/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (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