Podcast Episode Overview
Alicia takes a live, unscripted look at QuickBooks’ brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
Sponsors
Digits – https://uqb.promo/digits
Women Who Count – http://uqb.promo/women
Links
Video demo of the new Customers Hub:
https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4
Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform):
http://royl.ws/QBO-Refresh?affiliate=5393907
https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
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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.
