Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface

Unofficial QuickBooks Accountants Podcast

เนื้อหาจัดทำโดย Earmark Media, Alicia Katz Pollock, and MAT เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Earmark Media, Alicia Katz Pollock, and MAT หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

22d ago 58:28

MP3•หน้าโฮมของตอน

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.

Sponsors
Digits - https://uqb.promo/digits
Bluebook - http://uqb.promo/bluebook
Women Who Count - http://uqb.promo/women

(00:00) - Introduction: Cha Cha Changes
(01:00) - Understanding the Disruption to Productivity
(04:00) - Banking Feeds: New AI, Same Training Process
(08:00) - Finding Your Way Around the New Interface
(12:00) - Bookmarks and Menu Customization
(14:00) - Before and After: Menu Changes Explained
(17:25) - The New Customer Hub
(21:25) - Look What I Found: New Features Deep Dive
(26:25) - Experimental Features and Beta Testing
(30:54) - Backup Features in QBO Advanced
(34:54) - AI-Powered Bank Reconciliation Preview
(40:54) - The Great QuickBooks Refresh Announcement
(52:18) - Upcoming Conference Season
(55:18) - Closing Thoughts and Next Steps

Alicia’s The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

Complete Business Group (QSP): royl.ws/CBG

RightTool.app - mention ROYALWISE for 20% off the Pro version

Rewind Backups - http://royl.ws/Rewind

Women Who Count Conference: https://www.afwa.org/women-who-count/

Intuit Connect: https://www.intuit.com/intuitconnect/

Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

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