Podcast Episode Overview
Alicia runs through the latest round of Intuit announcements, including invoice deposits, garnishment tracking in Payroll, batch bill pay for up to 50 payments at once, and a redesigned review-and-pay screen that now shows clients every open invoice. She also gets a little cynical about Intuit’s growing push to surface its own experts inside QuickBooks, where clients can connect directly with Intuit for setup, bookkeeping, and tax help. It wraps with a hands-on look at the new CAS revenue calculator at firmofthefuture.com and what it reveals about firm benchmarks and advisory pricing.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
Sponsors
Aqqrue – http://uqb.promo/aqqrue
C&R Consulting – http://uqb.promo/cnr
Podcast Highlights
(00:00) – Welcome and Overview
(00:29) – Better Together Tour
(01:48) – Accountant Suite Training
(03:14) – Modern Reports Update
(04:21) – Invoice Deposits Changes
(06:24) – Customer Payment Portal
(08:02) – Payroll Garnishment Tracking
(09:47) – Batch Bill Pay Upgrade
(10:15) – Intuit Experts Pushback
(13:19) – Cash Flow Tools Coming
(14:28) – CAS Revenue Calculator
(24:51) – Hands On Training Class
(28:17) – Wrap Up and Goodbye
Links
- Firmofthefuture.com
- Alicia’s book on Amazon: http://royl.ws/conversion-book
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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.
