Podcast Episode Overview
Alicia tackles the widespread frustration surrounding QuickBooks Online’s interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
Sponsors
Bluebook – http://uqb.promo/bluebook
Women Who Count – http://uqb.promo/women
Podcast Highlights
(00:00) – Introduction: Cha Cha Changes
(01:00) – Understanding the Disruption to Productivity
(04:00) – Banking Feeds: New AI, Same Training Process
(08:00) – Finding Your Way Around the New Interface
(12:00) – Bookmarks and Menu Customization
(14:00) – Before and After: Menu Changes Explained
(17:25) – The New Customer Hub
(21:25) – Look What I Found: New Features Deep Dive
(26:25) – Experimental Features and Beta Testing
(30:54) – Backup Features in QBO Advanced
(34:54) – AI-Powered Bank Reconciliation Preview
(40:54) – The Great QuickBooks Refresh Announcement
(52:18) – Upcoming Conference Season
(55:18) – Closing Thoughts and Next Steps
Links
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
