New "Little Things" in QBO

New "Little Things" in QBO

Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also cover some newly added features in Hector's RightTool app.

  • (00:00) - Unoffical QuickBooks Accounting Podcast
  • (04:56) - Introduction
  • (05:15) - The "little things" new
  • (05:56) - Improved manual CSV file uploads in bank feeds
  • (07:20) - Advanced search updates
  • (08:49) - Update on removing some classic reports
  • (10:04) - Bank feed uploads recognizing negatives and check numbers
  • (12:48) - New transaction number support for manual CSV uploads
  • (16:31) - Enhanced reports feedback and changes
  • (23:55) - Customer credit card CVV code issues
  • (33:25) - RightTool app updates
  • (39:34) - Outro and wrap-up

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Creators and Guests

Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Hector Garcia, CPA
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.