Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
Royalwise - http://royl.ws/uqapodcast

Links/Apps Mentioned in this episode:

• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

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
• (00:53) - Reflections on Intuit Connect
• (01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi
• (05:38) - The Future of Accounting: Embracing Change
• (10:06) - Leadership Advice from Sasan
• (16:23) - New Features Announced
• (22:19) - AI Innovations and Enhancements
• (31:40) - Reimagining QuickBooks Online for Accountants
• (42:29) - Wrap Up and What's New with Hector and Alicia

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the transition to Credly for certification badges.

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:51) - QuickBooks Payments Revenue Share Program
• (06:53) - Cost Allocation in Payroll
• (11:17) - New Recurring Payments Feature
• (14:07) - Setting Up Recurring Payments in QBO
• (17:34) - Customer Payment Options
• (19:13) - Benefits of PCI Compliance
• (22:06) - New ProAdvisor Training and Certification
• (26:06) - Upcoming Events and Courses

• https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6d
• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.

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

Links/Apps Mentioned in this episode:

• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Alicia’s 1099 class: http://royl.ws/QBO1099
• Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
• Intuit Connect Conference www.quickbooksconnect.com
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
• QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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
• (02:19) - Exploring Custom Report Builder Templates
• (05:22) - Visualizing Reports with Chart View
• (10:22) - Advanced Filtering and Boolean Logic
• (16:41) - Grouping and Subgrouping Data
• (20:40) - Leveraging More Columns for Detailed Insights
• (25:08) - Pivot Tables and Summary Reports
• (26:48) - Benefits of Pivot Tables
• (31:20) - General Options and Formatting
• (36:40) - Exporting and Sharing Reports
• (40:22) - Upcoming Classes and Events
• (43:08) - Conclusion and Final Thoughts