Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.

Sponsors

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:22) - Initial Impressions and User Reactions
• (05:59) - Exploring the Dashboard Features
• (15:01) - Understanding the Business Feed
• (23:09) - Reports and Financial Planning
• (26:27) - Integrations and My Apps Section
• (27:48) - Introduction to My Accountant Tool
• (28:28) - Navigating the Accounting Section
• (28:50) - Exploring the Expenses Section
• (29:23) - Sales and Payment Methods
• (33:18) - Customer Hub and CRM Tools
• (34:05) - Payroll and HR Features
• (35:41) - Time Tracking and Projects
• (36:41) - Inventory and Sales Tax
• (37:19) - Business Tax and Lending
• (42:03) - Interface Updates and Bookmarks

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

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

Email: unofficialquickbookspodcast@gmail.com

RightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.

Alicia’s QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Desktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet

Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.

Sponsors

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

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

Email: unofficialquickbookspodcast@gmail.com

QuickBooks Toolkit for Accountants: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us

Intuit Connect: Intuit Connect: The premier accounting event

Firm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labels

In the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_link

Partner Council applications are now open:

https://www.firmofthefuture.com/partner-council/partner-council-applications-open/

Alicia and Matthew:

Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/

QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive

Connect with Matthew:

• https://facebook.com/spotycus
• https://youtube.com/parkwayinc
• https://instagram.com/spotycus
• https://twitter.com/spotycus
• https://www.linkedin.com/in/parkwayinc/

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.

Sponsors

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

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

Email: unofficialquickbookspodcast@gmail.com

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!

Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle