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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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QuickBooks Online Introduces Chart of Accounts Templates
Manage episode 380971605 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.
Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.
Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
OnPay - https://uqb.promo/onpay
- (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
- (03:01) - Custom report builder
- (06:06) - Hector and Alicia walk through the new chart of accounts templates
- (14:31) - Applying the template
- (22:12) - Hector and Alicia tried it out
- (25:34) - Other actions you can take after creating the COA
- (26:29) - Please submit feedback to Intuit
- (27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode!
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
- Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
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.
48 episodes
Share
Manage episode 380971605 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.
Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.
Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
OnPay - https://uqb.promo/onpay
- (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
- (03:01) - Custom report builder
- (06:06) - Hector and Alicia walk through the new chart of accounts templates
- (14:31) - Applying the template
- (22:12) - Hector and Alicia tried it out
- (25:34) - Other actions you can take after creating the COA
- (26:29) - Please submit feedback to Intuit
- (27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode!
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
- Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
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.
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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