This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (04:47) - Understanding Tags in QuickBooks Online
• (11:58) - Challenges with Tags for Accountants
• (19:47) - Exploring Locations in QuickBooks Online
• (27:24) - Using Classes for Detailed Reporting
• (33:21) - Understanding Location Behavior in Invoices
• (35:00) - Default Classes for Products and Services
• (36:01) - Managing Customers and Projects
• (46:33) - The Power of Custom Fields in QuickBooks
• (50:54) - Advanced Custom Fields in QuickBooks Online
• (53:24) - Upcoming Features and Final Thoughts

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

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In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences and tease upcoming episodes on QuickBooks price changes and desktop updates. Additionally, Alicia reveals she's writing a new book on converting from QuickBooks Desktop to Online.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Makers Hub - https://uqb.promo/makershub

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:58) - Recap of Scaling New Heights Conference
• (03:04) - The Importance of Community in Conferences
• (04:22) - Comparing Different Conferences
• (08:00) - QuickBooks Online Desktop App Updates
• (09:59) - Backdating Paychecks in QuickBooks Online Payroll
• (15:56) - Introducing Split Billing in QuickBooks
• (28:03) - I-9 Employment Verification via Workforce Portal
• (30:07) - QuickBooks BillPay Elite for Accountants
• (34:25) - Upcoming QuickBooks Updates and Price Changes
• (35:46) - Final Thoughts and Upcoming Events

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare the app to using QuickBooks Online in a browser, noting the trade-offs in performance and functionality. Finally, they touch on the potential for an offline mode and the limitations of not being able to use browser extensions within the app.

Sponsors
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Makers Hub - https://uqb.promo/makershub

• (00:00) - Unofficial QuickBooks Accountants Podcast Episode 43
• (03:47) - Hector Role-Plays as Intuit Product Manager
• (04:47) - Exploring the Desktop View Feature
• (06:48) - Customizing the Navigation Experience
• (17:51) - Tabs and Multi-Window Functionality
• (23:52) - Keyboard Shortcuts and Menu Navigation
• (29:54) - Exploring the Navigation Bar
• (31:23) - Zooming Features and Their Benefits
• (33:54) - Multi-Instance and Split Screen Capabilities
• (41:18) - Addressing Speed and Offline Mode Concerns
• (46:39) - Browser Extensions and Their Limitations
• (49:15) - Upcoming Courses and Conferences
• (52:06) - Conclusion and Final Thoughts

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com