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Content provided by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Forecasts in QBO Advanced
Manage episode 397609607 series 3506007
Content provided by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful.
Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
- (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast Episode 22
- (02:41) - Overview of new QuickBooks Online Advanced forecasting feature
- (05:23) - Details on how forecasts work compared to budgets in QuickBooks
- (09:39) - Discussion on choosing timeframes to base forecasts on
- (13:05) - Explanation of workflow to create a forecast
- (18:54) - Lack of reporting and issues with forecast feature
- (21:32) - Rating usefulness of forecasting without reporting
- (26:27) - Suggestions for improving multi-year forecast reporting
- (28:53) - Additional desired features and wrap-up
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
48 episodes
Share
Manage episode 397609607 series 3506007
Content provided by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful.
Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
- (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast Episode 22
- (02:41) - Overview of new QuickBooks Online Advanced forecasting feature
- (05:23) - Details on how forecasts work compared to budgets in QuickBooks
- (09:39) - Discussion on choosing timeframes to base forecasts on
- (13:05) - Explanation of workflow to create a forecast
- (18:54) - Lack of reporting and issues with forecast feature
- (21:32) - Rating usefulness of forecasting without reporting
- (26:27) - Suggestions for improving multi-year forecast reporting
- (28:53) - Additional desired features and wrap-up
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
48 episodes
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Similar to Unofficial QuickBooks Accountants Podcast
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
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continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
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