QuickBooks Online Introduces Chart of Accounts Templates episode artwork

EPISODE · Oct 26, 2023 · 24 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 (01:35) - Custom report builder (04:40) - Hector and Alicia walk through the new chart of accounts templates (11:37) - Applying the template (19:18) - Hector and Alicia tried it out (21:07) - Other actions you can take after creating the COA (22:02) - Please submit feedback to Intuit (23:21) - 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. 

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 (01:35) - Custom report builder (04:40) - Hector and Alicia walk through the new chart of accounts templates (11:37) - Applying the template (19:18) - Hector and Alicia tried it out (21:07) - Other actions you can take after creating the COA (22:02) - Please submit feedback to Intuit (23:21) - 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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This episode is 24 minutes long.

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This episode was published on October 26, 2023.

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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...

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