EPISODE · Oct 26, 2023 · 29 MIN
QuickBooks Online Introduces Chart of Accounts Templates
from Unofficial QuickBooks Accountants Podcast · host Alicia Katz Pollock, MAT
Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.SponsorsLiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (03:01) - Custom report builder (06:06) - Hector and Alicia walk through the new chart of accounts templates (14:31) - Applying the template (22:12) - Hector and Alicia tried it out (25:34) - Other actions you can take after creating the COA (26:29) - Please submit feedback to Intuit (27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode! Send your Questions/Comments (we could read/answer them on air) [email protected]/Apps Mentioned in this episode:Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastHector's Conference - Creative Business Models for Accountants:www.altaccountant.comQuickBooks Connect Conference:www.quickbooksconnect.comFirm of the Future: www.firmofthefuture.comThis podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
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QuickBooks Online Introduces Chart of Accounts Templates
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