QBO Accountant User Interface Changes

15/10/2025 31 min Temporada 5
QBO Accountant User Interface Changes

Listen "QBO Accountant User Interface Changes"

Episode Synopsis


Hooray!! A new user interface for accounting pros. Dan and guest co-host, Sharrin Fuller, will talk about what's changed in the client portal for QBOA.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
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00:00 Introduction and Greetings00:41 Rachel's Absence and Upcoming Series02:11 QuickBooks Accountant User Interface Changes05:50 Navigating the New QuickBooks Interface07:17 Customizing the New Interface12:30 Favorite Accountant Tools15:27 Challenges with QuickBooks Online vs Desktop16:42 Comparing QuickBooks Desktop and Online19:06 The Love-Hate Relationship with QuickBooks20:29 Challenges of Switching Software21:43 The Future of QuickBooks and Accountants26:19 Clone and Conquer: Streamlining Accounting Processes28:40 Closing Remarks and Community Invitation