Fixed Asset Management, Custom Project Fields, and Expense Overviews
On this episode Hector and Alicia dive into exciting new features rolling out to QBO Advanced in September 2023 - including fixed asset management, custom project fields, expense overviews, and with the help of AI the feature QBO just brought back that Alicia never thought they would.
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (03:09) - New fixed asset accounting
- (14:53) - QBO introduces custom fields for projects
- (18:12) - Custom form styles
- (23:38) - QuickBooks Online Advanced adds expenses overview
- (25:03) - Wrap up and what's going on with Hector and Alicia
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
Creators and Guests
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.
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.