Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.

Sponsors
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
MediaBooks - https://uqb.promo/mediabooks

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (01:49) - Intuit's Feature Rollout Strategy
• (04:23) - ProAdvisor Academy Rebranding
• (09:33) - QuickBooks Live Expert Assisted Service
• (19:25) - Modern View Reports in QuickBooks
• (24:43) - Inactive Pay Items in QBO Payroll
• (32:32) - E-Signatures in QBO Payroll Elite
• (33:21) - Exploring Workforce Management Solutions
• (36:00) - Beneficial Ownership Information Reporting
• (38:36) - Challenges and Industry Reactions
• (40:04) - QuickBooks Live and BOI Services
• (48:26) - What's Going On With Hector and Alicia
• (54:37) - Final Thoughts and Reflections

Links/Apps Mentioned in this episode:

• QuickBooks Online new features and updates—November 2024, https://www.firmofthefuture.com/product-update/november-2024-mpu/
• Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907
• Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/
• Hector’s Reframe conference and Exactly What to Say resources and trainings: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient

Links/Apps Mentioned in this episode:

• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (01:08) - Keynote Speech Highlights
• (03:27) - The Impact of AI and Technology
• (05:03) - Intuit's Strategic Directions
• (11:27) - Addressing the Elephant in the Room
• (13:14) - Intuit and ProAdvisors Relationship
• (15:58) - Innovations in QuickBooks Live
• (27:28) - Future of Accounting and Technology
• (33:20) - Upcoming Classes and Final Thoughts

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
Royalwise - http://royl.ws/uqapodcast

Links/Apps Mentioned in this episode:

• Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:53) - Reflections on Intuit Connect
• (01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi
• (05:38) - The Future of Accounting: Embracing Change
• (10:06) - Leadership Advice from Sasan
• (16:23) - New Features Announced
• (22:19) - AI Innovations and Enhancements
• (31:40) - Reimagining QuickBooks Online for Accountants
• (42:29) - Wrap Up and What's New with Hector and Alicia