A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement.

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:44) - Official Announcement: Tags Discontinued
• (03:45) - History and Evolution of Tags
• (05:03) - Benefits and Limitations of Tags
• (08:29) - Potential Transition to Custom Fields
• (12:15) - What Will Happen to Tag Users
• (21:30) - Reporting and API Implications
• (26:49) - Migration of Tag Data: Key Questions
• (29:25) - Timing Concerns: Why During Tax Season?
• (32:21) - Potential Issues with Custom Fields in Bank Feeds
• (38:50) - Upcoming Events and Announcements
• (44:23) - Farewell and Future Plans for the Podcast

Links/Apps Mentioned in this episode:

• Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
• Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
• Reframe 2025 Conference https://reframe2025.com/
• Hector’s RightTool: http://righttool.app

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
Redmond Academy - https://uqb.promo/redmond

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (01:25) - Retail AI: Chatbots and Accessibility
• (02:03) - API-Based AI: Middleware and Integration
• (04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights
• (06:25) - AI in Software Development
• (13:57) - AI Predictions for 2025
• (23:49) - Always-On AI and AI Agents
• (37:46) - Future of AI in Accounting Software
• (43:26) - Conclusion and Future Plans

Links/Apps Mentioned in this episode:

• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along the way, they share insights about the evolving relationship between accountants and automation tools.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
MediaBooks - https://uqb.promo/mediabooks

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:53) - Rethinking Pop-Ups
• (06:15) - QuickBooks Labs Revival
• (09:04) - Public Roadmap and Feedback Transparency
• (18:11) - Perfecting Autofill
• (23:03) - Turning Off AI Features
• (25:26) - Issues with Reporting Features
• (28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials
• (35:03) - Final Wishlist Item
• (39:45) - What's New with Alicia and Hector

Links/Apps Mentioned in this episode:

• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding