Bank Feeds: The Good, the Bad, and the Wishlist
E27

Bank Feeds: The Good, the Bad, and the Wishlist

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules.


  • (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
  • (02:34) - 2024 Bank Feeds
  • (03:52) - Improvements in CSV File Import
  • (06:45) - Fixing Automatic Transfer Suggestions
  • (07:26) - The Problem with Uncategorized Assets and Impact of Transfer
  • (10:03) - The Demise of Uncategorized Assets
  • (12:16) - The Role of Uncategorized Expenses
  • (20:57) - The Need for Better Reclassification Tools
  • (25:47) - Should QuickBooks Online Accountant Be a Paid Service?
  • (36:51) - Wishlist for Future Bank Feed Features
  • (46:23) - Wrap up and Thanks for Listening

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

Links/Apps Mentioned in this episode:

Creators and Guests

Alicia Katz Pollock, MAT
Host
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 learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Hector Garcia, CPA
Host
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.