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What is going on with QuickBooks Reports?

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Manage episode 390747735 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, Hector and Alicia discuss the upcoming changes to QuickBooks Online reports, including Intuit's plans to phase out the classic reports and transition everyone to the new modernized reports by mid-2024. They highlight some of the key problems and missing features with the new reports while also praising some of the new capabilities, and emphasize the importance of providing constructive feedback to Intuit to help improve the new system.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay


  • (00:00) - What is going on with QuickBooks Reports?
  • (03:44) - Background on why Intuit is changing the reporting
  • (05:31) - What's not working well with the new reports
  • (14:19) - Importance of user feedback
  • (20:58) - Other problems with new reports
  • (26:32) - Complaints about font differences
  • (34:19) - Suggestion for opt-in beta testing
  • (36:22) - Need for education new reports
  • (37:14) - Final thoughts and remember to subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:
  continue reading

48 episodes

Artwork
iconShare
 
Manage episode 390747735 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, Hector and Alicia discuss the upcoming changes to QuickBooks Online reports, including Intuit's plans to phase out the classic reports and transition everyone to the new modernized reports by mid-2024. They highlight some of the key problems and missing features with the new reports while also praising some of the new capabilities, and emphasize the importance of providing constructive feedback to Intuit to help improve the new system.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay


  • (00:00) - What is going on with QuickBooks Reports?
  • (03:44) - Background on why Intuit is changing the reporting
  • (05:31) - What's not working well with the new reports
  • (14:19) - Importance of user feedback
  • (20:58) - Other problems with new reports
  • (26:32) - Complaints about font differences
  • (34:19) - Suggestion for opt-in beta testing
  • (36:22) - Need for education new reports
  • (37:14) - Final thoughts and remember to subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:
  continue reading

48 episodes

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