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
(03:07) - Custom report builder
(06:12) - Hector and Alicia walk through the new chart of accounts templates
(14:37) - Applying the template
(22:18) - Hector and Alicia tried it out
(25:40) - Other actions you can take after creating the COA
(26:35) - Please submit feedback to Intuit
(27:54) - 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) ask@uqapodcast.comLinks/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app


Alicia's Training - RoyalWise http://royl.ws/uqapodcast


Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com


QuickBooks Connect Conference:www.quickbooksconnect.com


Firm of the Future: www.firmofthefuture.com

This 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.