Alicia is joined by Margie Remmers-Davis to round up the small QuickBooks Online changes they spotted between July and September, from the new jurisdiction-based sales tax report and the rare midyear IRS mileage rate increase to 76 cents, to QuickBooks Payroll becoming QuickBooks Workforce with a dedicated time off center and certified payroll reports. They also dig into bank feed posting policies and capitalization thresholds, the early-stage Customer Hub CRM, the AI-generated review summary, bulk chart of accounts cleanup, and new bill pay remittance and Vendor Direct options.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix


 (00:00) - Welcome and Format (02:20) - New Sales Tax Report (03:53) - Mileage Rate Update (05:08) - Intuit Experts Tweaks (06:45) - Workforce Payroll Settings (10:42) - Bank Feeds Controls (13:31) - Posting Policies and AI (18:49) - ProAdvisor Tax Exemptions (19:29) - Undo Reconciliations Safely (23:49) - Customer Hub and CRM (27:10) - Intuit Spreading Too Thin (28:15) - When Built In CRM Helps (30:22) - New Customer Relationship Fields (33:34) - Customize QBO Interface (37:19) - Advanced Search Filters (39:06) - AI Review Summary Report (43:00) - Chart Of Accounts Cleanup (45:56) - Vendor Direct Explained (48:09) - Community Links And CPE (49:12) - New Nonprofit Course Launch (51:55) - Intuit Connect And Wrap Up

LINKS

Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:

Margies nonprofit class!
https://goakadian.com/nonprofits


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Podden och tillhörande omslagsbild på den här sidan tillhör Alicia Katz Pollock, MAT. Innehållet i podden är skapat av Alicia Katz Pollock, MAT och inte av, eller tillsammans med, Poddtoppen.