April 17, 2025 01:12:40 E86

Intuit Enterprise Suite Updates with Hector Garcia | April 2025

Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

(00:00) - Welcome and Introduction

(00:44) - Overview of Intuit Enterprise Suite

(01:05) - Defining Mid-Market and Enterprise Software

(02:48) - Pricing and Client Quotes

(06:43) - New Features in Intuit Enterprise Suite

(07:55) - Multi-Entity Allocation Tool

(16:18) - Consolidated Dashboards and Reports

(23:49) - Forecast Reports and Project Budgets

(37:23) - Cost to Complete Project Report

(39:08) - AI Import for Project Budgets

(41:36) - Task Management in Intuit

(52:25) - Third-Party Integration Enhancements

(54:37) - Speculations on Pricing Transparency

(01:01:23) - Future of AI in QuickBooks

(01:06:36) - Upcoming Events and Classes

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

March 2025 IES Release Notes:

https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdf

Links

Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/
Alicia's Payment Class http://royl.ws/QB-Payments-Course
Chart of Accounts in QBO: http://royl.ws/QBOCOA
Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

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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.