Podcast Episode Overview
This podcast is a deep dive into the Intuit Accountant Suite.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Dan Delong
Sponsors
Digits – https://uqb.promo/digits
Podcast Highlights
(00:00) – Welcome to The Unofficial QuickBooks Accountants Podcast
(02:31) – Deep Dive into Intuit Accountant Suite
(07:57) – Home Screen and Client Management
(18:15) – Client Insights and Custom Views
(24:41) – Books Close Feature
(33:58) – ProAdvisor Academy Enhancements
(38:43) – Wrapping Up and Upcoming Classes
Links
Mentions in episode:
Alicia’s Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
Alicia’s upcoming classes:
1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390
Dan:
Intuit Accountant Suite: First Look – https://www.schoolofbookkeeping.com/blog/IASNewQBOA
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
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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.
