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Look What We Found: June Edition - Interface Updates and Banking Feed Revolution

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Manage episode 489686555 series 3506007
Content provided by Earmark Media, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

102 episodes

Artwork
iconShare
 
Manage episode 489686555 series 3506007
Content provided by Earmark Media, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

102 episodes

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