Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring. Sponsors Digits - https://uqb.promo/digits (00:00) - Introduction and Guest Welcome (00:48) - QuickBooks Online Refresh and New Features (02:48) - Banking Feeds Innovations (04:49) - Attachments and Tags in Banking Feeds (06:46) - New Payments Box and Sales Tax Issues (13:10) - QuickBooks Online for Accountants Beta (21:07) - Accountant Users Join Business Network (24:43) - Customer Center Beta Test (25:13) - Introduction to Customer Filters (26:25) - Feedback on the Money Bar (27:53) - New Search Filter Features (28:42) - Customer Status and Types (29:35) - Billing City Filter and Search Bar Issues (32:14) - Customizing Columns and Filters (33:54) - Advanced Transaction Search (38:39) - Upcoming Events and Conferences (41:31) - Conclusion and Final Thoughts LINKS Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907 QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course ?affiliate=5393907 Alicia’s upcoming appearances: Women Who Count Conference: https://www.afwa.org/women-who-count/ Intuit Connect: https://www.intuit.com/intuitconnect/ Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants Margie’s Free Class Friday: www.akadian.com/lockerroom BUY ALICIA'S NEW BOOK! https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/ Companion Course on Royal Wise: https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp We want to hear from you! Send your questions and comments to us at
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