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

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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
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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
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Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:52) - Exploring Intuit Connect
• (02:20) - Innovations in Dashboards
• (05:00) - Payroll Enhancements
• (16:11) - Sales and Income Tax Updates
• (26:18) - New Features in QuickBooks Online for Accountants
• (29:17) - Bank Feeds and Transactions
• (33:45) - MailChimp Integration
• (37:31) - BillPay and AP Automation
• (47:28) - Conclusion and Upcoming Events

Links/Apps Mentioned in this episode:

• Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

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Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (02:35) - ProAdvisor Academy Overview
• (06:08) - 1099 Enhancements in QuickBooks Online
• (12:13) - New Work Center in QBOA
• (17:42) - Conclusion and Upcoming Events

Links/Apps Mentioned in this episode:

• Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907

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

Alicia explores the completely revamped ProAdvisor Academy, breaking down the new certification paths, training modules, and enhanced features available to QuickBooks ProAdvisors. She provides a detailed walkthrough of the six available certifications, including the new Intuit Bookkeeping certification, and explains how the point system ties into ProAdvisor benefits like premium support and third-party discounts. The episode offers valuable insights into test-taking strategies, certification requirements, and how to leverage the new Learn section to fill knowledge gaps without pursuing full certification.

Sponsors
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks
Redmond Academy - https://uqb.promo/redmond

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (01:01) - Accessing ProAdvisor Academy
• (01:45) - ProAdvisor Academy Overview
• (02:33) - Foundation Certifications
• (03:41) - Intuit Bookkeeping Certification
• (10:32) - Certification Levels 1 and 2
• (20:17) - Desktop Certification
• (22:06) - ProAdvisor Academy Learn Section
• (22:53) - My History and Badges
• (29:31) - Conclusion and Final Thoughts

Links/Apps Mentioned in this episode:

• ProAdvisor Academy: https://www.firmofthefuture.com/quickbooks-proadvisor/exploring-the-new-quickbooks-proadvisor-academy/
• Insightful Accountant deep dive article: https://insightfulaccountant.com/in-the-news/people-and-business/exploring-the-new-quickbooks-proadvisor-academy-certification-and-training-reinvented/
• Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/
• Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907

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Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.

Sponsors
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
MediaBooks - https://uqb.promo/mediabooks

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (01:49) - Intuit's Feature Rollout Strategy
• (04:23) - ProAdvisor Academy Rebranding
• (09:33) - QuickBooks Live Expert Assisted Service
• (19:25) - Modern View Reports in QuickBooks
• (24:43) - Inactive Pay Items in QBO Payroll
• (32:32) - E-Signatures in QBO Payroll Elite
• (33:21) - Exploring Workforce Management Solutions
• (36:00) - Beneficial Ownership Information Reporting
• (38:36) - Challenges and Industry Reactions
• (40:04) - QuickBooks Live and BOI Services
• (48:26) - What's Going On With Hector and Alicia
• (54:37) - Final Thoughts and Reflections

Links/Apps Mentioned in this episode:

• QuickBooks Online new features and updates—November 2024, https://www.firmofthefuture.com/product-update/november-2024-mpu/
• Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907
• Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/
• Hector’s Reframe conference and Exactly What to Say resources and trainings: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

Sign up to Earmark to earn free CPE for listening to this podcast
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Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond

Links/Apps Mentioned in this episode:

• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• 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
• Reframe 2025 Conference https://reframe2025.com/

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
• (01:08) - Keynote Speech Highlights
• (03:27) - The Impact of AI and Technology
• (05:03) - Intuit's Strategic Directions
• (11:27) - Addressing the Elephant in the Room
• (13:14) - Intuit and ProAdvisors Relationship
• (15:58) - Innovations in QuickBooks Live
• (28:35) - Future of Accounting and Technology
• (34:27) - Upcoming Classes and Final Thoughts