QBO Snooze You Lose!
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QBO Snooze You Lose!
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Alicia runs through the latest round of Intuit announcements, including invoice deposits, garnishment tracking in Payroll, batch bill pay for up to 50 payments at once, and a redesigned review-and-pay screen that now shows clients every open invoice. She also gets a little cynical about Intuit's growing push to surface its own experts inside QuickBooks, where clients can connect directly with Intuit for setup, bookkeeping, and tax help. It wraps with a hands-on look at the new CAS revenue calculator at firmofthefuture.com and what it reveals about firm benchmarks and advisory pricing.
Sponsors:
Intuit - http://uqb.promo/intuit
Aqqrue - http://uqb.promo/aqqrue
C&R Consulting - http://uqb.promo/cnr
- (00:00) - Welcome and Overview
- (00:29) - Better Together Tour
- (01:48) - Accountant Suite Training
- (03:14) - Modern Reports Update
- (04:21) - Invoice Deposits Changes
- (06:24) - Customer Payment Portal
- (08:02) - Payroll Garnishment Tracking
- (09:47) - Batch Bill Pay Upgrade
- (10:15) - Intuit Experts Pushback
- (13:19) - Cash Flow Tools Coming
- (14:28) - CAS Revenue Calculator
- (24:51) - Hands On Training Class
- (28:17) - Wrap Up and Goodbye
LINKS
- Firmofthefuture.com
- Alicia’s book on Amazon: http://royl.ws/conversion-book
July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907
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