In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing feature and share their thoughts on how these tools could be improved or consolidated. They wrap up by mentioning upcoming events and conferences they'll be attending or hosting in the accounting industry.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (02:41) - Discussing the New PayPal Connector
• (04:05) - Challenges with PayPal Connector Iterations
• (09:13) - New Inventory Tools Announcement
• (10:31) - Understanding Inventory Variants
• (22:56) - Real-Time Inventory Count Tool
• (27:39) - Etsy Integration Launch
• (30:11) - Organizational Charts in QBO Payroll
• (32:58) - Small Business Payroll Systems
• (34:15) - User Permissions in QuickBooks
• (37:01) - Ship Engine Integration in QuickBooks
• (47:41) - Subscription Invoices in QuickBooks
• (54:40) - Upcoming Events and Conferences

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
• QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accurate records for auditing purposes. The episode also covers recent updates to the feature, including paired transfers, and touches on how third-party apps like RightTool can enhance QuickBooks functionality.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow

• (00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
• (02:37) - Understanding the Banking Feeds
• (03:25) - The Love-Hate Relationship with Matching Bank Feeds
• (04:18) - How the Match Tool Works
• (05:39) - Advanced Matching Explained
• (07:04) - Handling Deposits and Payments
• (09:23) - Challenges with Matching and Reconciliation
• (20:18) - Date Ranges and Matching
• (26:48) - Resolve Differences Feature
• (32:50) - Paired Transfers and Their Benefits
• (40:45) - Final Thoughts and Upcoming Classes

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
• QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. They analyze the implications of these changes for accountants and small businesses, noting that the price hikes seem designed to push users towards QuickBooks Online. They also touch on how accountants can prepare for and communicate these changes to clients, while Alicia mentions her upcoming book on converting from QuickBooks Desktop to Online as a timely resource.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (02:24) - QuickBooks Online Price Changes Breakdown
• (03:37) - New Pricing for QuickBooks Online Products
• (12:15) - QuickBooks Online Payroll Price Updates
• (14:00) - QuickBooks Desktop Price Increases
• (16:41) - Impact on QuickBooks Desktop Users
• (32:22) - ProAdvisor Bundle Benefits
• (33:37) - Enterprise Bundle and Mac Version
• (35:26) - QuickBooks Desktop Cleanup vs. Online
• (38:23) - Resellers and Pricing Challenges
• (40:58) - Desktop Payroll Price Increases
• (42:45) - Enhanced Payroll for Accountants
• (45:55) - ACH Payment Processing Fees
• (58:01) - New Book on Converting to QuickBooks Online

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
• QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app