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Look What We Found: June Edition - Interface Updates and Banking Feed Revolution
Manage episode 489686555 series 3506007
Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.
Sponsors
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:34) - Company Updates and Good Problems
- (01:08) - Interface Changes in QuickBooks
- (03:30) - New Features in QuickBooks Expenses
- (08:20) - Settings and Notifications
- (18:12) - Banking Feed Enhancements
- (22:13) - Error Correction and New Feature Introduction
- (22:28) - Request Info Button in Banking Feed
- (26:14) - Intuit Drive and Document Storage
- (29:51) - Rumors and New Features in QuickBooks
- (34:02) - QuickBooks Time Integration
- (35:39) - Fusion: The New Interface
- (41:05) - Upcoming Events and Announcements
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: [email protected]
Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907
Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025
Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!
Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle
102 episodes
Manage episode 489686555 series 3506007
Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.
Sponsors
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:34) - Company Updates and Good Problems
- (01:08) - Interface Changes in QuickBooks
- (03:30) - New Features in QuickBooks Expenses
- (08:20) - Settings and Notifications
- (18:12) - Banking Feed Enhancements
- (22:13) - Error Correction and New Feature Introduction
- (22:28) - Request Info Button in Banking Feed
- (26:14) - Intuit Drive and Document Storage
- (29:51) - Rumors and New Features in QuickBooks
- (34:02) - QuickBooks Time Integration
- (35:39) - Fusion: The New Interface
- (41:05) - Upcoming Events and Announcements
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: [email protected]
Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907
Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025
Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!
Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle
102 episodes
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