QBO Accountant User Interface Changes

from Workshop Wednesdays · host Dan DeLong and Rachel Dauchy

Hooray!! A new user interface for accounting pros. Dan and guest co-host, Sharrin Fuller, will talk about what's changed in the client portal for QBOA. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://snip.ly/WSW Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Introduction and Greetings 00:41 Rachel's Absence and Upcoming Series 02:11 QuickBooks Accountant User Interface Changes 05:50 Navigating the New QuickBooks Interface 07:17 Customizing the New Interface 12:30 Favorite Accountant Tools 15:27 Challenges with QuickBooks Online vs Desktop 16:42 Comparing QuickBooks Desktop and Online 19:06 The Love-Hate Relationship with QuickBooks 20:29 Challenges of Switching Software 21:43 The Future of QuickBooks and Accountants 26:19 Clone and Conquer: Streamlining Accounting Processes 28:40 Closing Remarks and Community Invitation

Episode metadata supplied by the publisher feed · Published Oct 15, 2025

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QBO Accountant User Interface Changes

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This episode was published on October 15, 2025.

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