QuickBooks Online Updates November 2024
Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.
Links/Apps Mentioned in this episode:
Sponsors
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
MediaBooks - https://uqb.promo/mediabooks
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
MediaBooks - https://uqb.promo/mediabooks
- (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
- (01:49) - Intuit's Feature Rollout Strategy
- (04:23) - ProAdvisor Academy Rebranding
- (09:33) - QuickBooks Live Expert Assisted Service
- (19:25) - Modern View Reports in QuickBooks
- (24:43) - Inactive Pay Items in QBO Payroll
- (32:32) - E-Signatures in QBO Payroll Elite
- (33:21) - Exploring Workforce Management Solutions
- (36:00) - Beneficial Ownership Information Reporting
- (38:36) - Challenges and Industry Reactions
- (40:04) - QuickBooks Live and BOI Services
- (48:26) - What's Going On With Hector and Alicia
- (54:37) - Final Thoughts and Reflections
Links/Apps Mentioned in this episode:
- QuickBooks Online new features and updates—November 2024, https://www.firmofthefuture.com/product-update/november-2024-mpu/
- Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907
- Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/
- Hector’s Reframe conference and Exactly What to Say resources and trainings: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
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.