Interacting With QuickBooks Online's Platform Overhaul

Unofficial QuickBooks Accountants Podcast

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10d ago 53:59

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Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.

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(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:22) - Initial Impressions and User Reactions
(05:59) - Exploring the Dashboard Features
(15:01) - Understanding the Business Feed
(23:09) - Reports and Financial Planning
(26:27) - Integrations and My Apps Section
(27:48) - Introduction to My Accountant Tool
(28:28) - Navigating the Accounting Section
(28:50) - Exploring the Expenses Section
(29:23) - Sales and Payment Methods
(33:18) - Customer Hub and CRM Tools
(34:05) - Payroll and HR Features
(35:41) - Time Tracking and Projects
(36:41) - Inventory and Sales Tax
(37:19) - Business Tax and Lending
(42:03) - Interface Updates and Bookmarks

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

RightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.

Alicia’s QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Desktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet

Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

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105 episodes

#Tech #Business News #News #Hector Garcia & Alicia Pollock #Alicia Pollock #CPA.CITP #Hector Garcia #QuickBooks #Technology #Software #CPA #Accounting #Certified Public Accountant #Tax