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New "Little Things" in QBO

New "Little Things" in QBO

FromUnofficial QuickBooks Accountants Podcast


New "Little Things" in QBO

FromUnofficial QuickBooks Accountants Podcast

ratings:
Length:
32 minutes
Released:
Dec 14, 2023
Format:
Podcast episode

Description

Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also cover some newly added features in Hector's RightTool app.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay
(00:00) - Unoffical QuickBooks Accounting Podcast

(05:02) - Introduction

(05:21) - The "little things" new

(06:02) - Improved manual CSV file uploads in bank feeds

(07:26) - Advanced search updates

(08:55) - Update on removing some classic reports

(10:10) - Bank feed uploads recognizing negatives and check numbers

(12:54) - New transaction number support for manual CSV uploads

(16:37) - Enhanced reports feedback and changes

(24:01) - Customer credit card CVV code issues

(33:31) - RightTool app updates

(39:40) - Outro and wrap-up
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


QuickBooks Connect Conference:www.quickbooksconnect.com


Firm of the Future: www.firmofthefuture.com
Released:
Dec 14, 2023
Format:
Podcast episode

Titles in the series (40)

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA, CITP and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.