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Bank Feeds: The Good, the Bad, and the Wishlist

Bank Feeds: The Good, the Bad, and the Wishlist

FromUnofficial QuickBooks Accountants Podcast


Bank Feeds: The Good, the Bad, and the Wishlist

FromUnofficial QuickBooks Accountants Podcast

ratings:
Length:
49 minutes
Released:
Feb 29, 2024
Format:
Podcast episode

Description

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules.SponsorsRoyalwise - https://royalwise.com/RightTool - https://righttool.app/Webgility - https://uqb.promo/webgility(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast

(02:34) - 2024 Bank Feeds

(03:52) - Improvements in CSV File Import

(06:45) - Fixing Automatic Transfer Suggestions

(07:26) - The Problem with Uncategorized Assets and Impact of Transfer

(10:03) - The Demise of Uncategorized Assets

(12:16) - The Role of Uncategorized Expenses

(20:57) - The Need for Better Reclassification Tools

(25:47) - Should QuickBooks Online Accountant Be a Paid Service?

(36:32) - Wishlist for Future Bank Feed Features

(46:04) - Wrap up and Thanks for Listening
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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastQuickBooks Connect Conference www.quickbooksconnect.comFirm of the Future www.firmofthefuture.com
Released:
Feb 29, 2024
Format:
Podcast episode

Titles in the series (41)

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.