Intuit/QB Updates and FB Group Post Q&A

15/04/2025 1h 7min
Intuit/QB Updates and FB Group Post Q&A

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Episode Synopsis

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook GroupQB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Greetings00:24 Overview of Today's Session01:22 Meet the Hosts03:11 Technical Announcements and Challenges05:15 QuickBooks Updates and Features05:57 Polling Question: QuickBooks Versions08:19 Client Access Roles in QuickBooks Online13:09 Migration from Tags to Custom Fields32:27 Introduction to Automatic Matching Transactions33:55 Concerns and Caveats of Auto Matching36:41 Payroll and Tax Payment Enhancements38:28 Intuit Enterprise Suite Updates43:22 QuickBooks Desktop Migration Options52:06 QuickBooks Payments and Revenue Share01:00:28 Handling Write-Offs in QuickBooks Online01:06:08 Conclusion and Upcoming Topics