Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcoming "Fusion" interface redesign that will completely transform how users navigate and interact with QuickBooks Online.

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:46) - Granular Access for Firm Members
• (04:08) - Client IDs in QuickBooks Online
• (06:04) - Bill Pay Onboarding Enhancements
• (10:00) - QuickBooks Payments Integration
• (14:53) - Resolution Center in QuickBooks Online
• (17:40) - Amazon Business Integration
• (22:04) - Personal Cloud Backup
• (28:59) - New Ways of Copying Journal Entries
• (33:07) - Modernizing QuickBooks Online's Code Base
• (41:01) - Upcoming Features and Roadmap for PayPal Integration
• (42:00) - Introducing the Fusion Interface
• (54:03) - Training and Resources for QuickBooks Users

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Alicia’s Links

• Credit Cards in QBO course: http://royl.ws/QBO-credit-cards
• QuickBooks Payments course: http://royl.ws/QB-Payments-Course
• QuickBooks Mobile app course: http://royl.ws/QBOMobile

Margie's Links

• The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:24) - New Features in QuickBooks
• (05:37) - Enhanced Products and Services
• (06:52) - Grouping Billable Time in Invoices
• (11:26) - QuickBooks Live Expert Assist
• (14:42) - Client Transfer Between QBOA Accounts
• (15:52) - Retirement Contributions Update
• (17:12) - Interface Updates and New Screens
• (22:00) - Balance Sheet Profit and Loss in Modern View
• (23:50) - Feedback on Modern View Reports
• (29:37) - Unreproducible Features
• (29:53) - QuickBooks Payments and Reconciliations
• (39:12) - Turning Invoice to Credit Memo
• (40:55) - The Locker Room Community
• (42:46) - Upcoming Events and Training

GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/

Alicia’s links

• Converting from QBDT to QBO class: http://royl.ws/QBDT2QBO
• Converting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBO

Margies Links

• The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

• (00:00) - Welcome and Introduction
• (00:44) - Overview of Intuit Enterprise Suite
• (01:05) - Defining Mid-Market and Enterprise Software
• (02:48) - Pricing and Client Quotes
• (06:43) - New Features in Intuit Enterprise Suite
• (07:55) - Multi-Entity Allocation Tool
• (16:18) - Consolidated Dashboards and Reports
• (23:49) - Forecast Reports and Project Budgets
• (37:23) - Cost to Complete Project Report
• (39:08) - AI Import for Project Budgets
• (41:36) - Task Management in Intuit
• (52:25) - Third-Party Integration Enhancements
• (54:37) - Speculations on Pricing Transparency
• (01:01:23) - Future of AI in QuickBooks
• (01:06:36) - Upcoming Events and Classes

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

March 2025 IES Release Notes:

https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdf

Links

• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/
• Alicia's Payment Class http://royl.ws/QB-Payments-Course
• Chart of Accounts in QBO: http://royl.ws/QBOCOA
• Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding