Look What We Found: April 2025
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (01:24) - New Features in QuickBooks
- (05:37) - Enhanced Products and Services
- (06:52) - Grouping Billable Time in Invoices
- (11:26) - QuickBooks Live Expert Assist
- (14:42) - Client Transfer Between QBOA Accounts
- (15:52) - Retirement Contributions Update
- (17:12) - Interface Updates and New Screens
- (22:00) - Balance Sheet Profit and Loss in Modern View
- (23:50) - Feedback on Modern View Reports
- (29:37) - Unreproducible Features
- (29:53) - QuickBooks Payments and Reconciliations
- (39:12) - Turning Invoice to Credit Memo
- (40:55) - The Locker Room Community
- (42:46) - Upcoming Events and Training
GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/
Alicia’s links
- Converting from QBDT to QBO class: http://royl.ws/QBDT2QBO
- Converting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBO
Margies Links
- The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/
Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/
Sign up to Earmark to earn free CPE for listening to this podcast
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Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
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.
Guest
Margie Remmers-Davis
Margie Remmers-Davis is the founder and CEO of Akadian Accounting Education at http://www.akadian.com/, dedicated to bridging the gap between knowledge and practical skills through cutting edge, experiential learning programs. Away from the office, Margie loves to ride her bike at sunrise, sing at the top of her lungs, go on culinary adventures, and soak up every moment of beauty and joy.