Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the transition to Credly for certification badges.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:51) - QuickBooks Payments Revenue Share Program
• (08:26) - Cost Allocation in Payroll
• (12:50) - New Recurring Payments Feature
• (15:40) - Setting Up Recurring Payments in QBO
• (20:50) - Customer Payment Options
• (24:04) - Benefits of PCI Compliance
• (26:57) - New ProAdvisor Training and Certification
• (30:57) - Upcoming Events and Courses

• https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6d
• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient

• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Alicia’s 1099 class: http://royl.ws/QBO1099
• Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
• Intuit Connect Conference www.quickbooksconnect.com
• 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

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (02:19) - Exploring Custom Report Builder Templates
• (05:22) - Visualizing Reports with Chart View
• (10:22) - Advanced Filtering and Boolean Logic
• (18:21) - Grouping and Subgrouping Data
• (22:20) - Leveraging More Columns for Detailed Insights
• (28:21) - Pivot Tables and Summary Reports
• (30:01) - Benefits of Pivot Tables
• (34:33) - General Options and Formatting
• (41:37) - Exporting and Sharing Reports
• (45:19) - Upcoming Classes and Events
• (48:05) - Conclusion and Final Thoughts

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex

• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Alicia’s 1099 class: http://royl.ws/QBO1099
• Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
• Intuit Connect Conference www.quickbooksconnect.com
• 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

• (00:00) - Introduction to QuickBooks Online October 2024 Updates
• (01:50) - Intuit Enterprise Suite: Pricing and Features
• (10:38) - W9 Management Module Enhancements
• (22:15) - AI-Powered Payroll Anomaly Detection
• (26:43) - HR Manager Role and Payroll Customizations
• (31:22) - Payroll Updates: Direct Deposit Changes
• (32:33) - Enhanced Payroll Cost Allocations
• (40:43) - Advanced Search in QuickBooks Online
• (48:03) - Recurring Payments and PCI Compliance
• (54:42) - ProConnect Tax Adjustments
• (57:29) - Upcoming Events and Conferences