QuickBooks Online Quarterly Updates - Q2 2024

Slides: bit.ly/qbo2024q2
00:00 Intro
04:13 Intuit/Industry News
14:56 QBO Reconciliation Screen Updates (With Eric Foster @ Intuit)
20:19 QBO Bank Feeds - Categorized Transaction Editing (w/ Eric Foster)
38:26 QBO Bank Feeds - Products/Services in Bank /Feeds (w/ Eric Foster)
59:24 QBO Modernized Reports Updates
1:09:14 QBO Journal Entry Import!
01:23:24 QBO Send Reminders in Batch to a Customer
01:29:10 Transactions Table enhancements in All Sales / Invoice List screens
1:33:05 "Hidden" Buttons in the new QBO Estimates & Invoices screen
1:46:54 NEW Batch Enter Customers /Vendors Screen
1:52:07 New QB Bill Pay (for Accountants)
1:54:10 New QBO mini feature and QBO Advanced Spreadsheet Sync news

[@keitharkle3138]

Thanks again Hector for taking the time to do such a detailed review of our work. They always give us new food for thought.

[@HectorGarciaCPA]

Awesome, thanks for watching it!

[@maurienayalacpa5028]

You are the best!

[@HectorGarciaCPA]

:)

[@priscillahuddleston6390]

"I'm their pop-up"! Yes, I love this.

[@HectorGarciaCPA]

:)

[@juliemullis8587]

Ha Ha Ha, "In theory it should work" shirt for Intuit Employees! Love that visual!! 🤣

[@HectorGarciaCPA]

:)

[@nathanieljackson1108]

QoL note.... setting to remove the first time walkthrough comments. It is annoying when you are setting up a client file that you have to click through the on-screen guides before you can do anything else. In addition, there is no setting that I found for "do not show again" or a "on-screen guide" off toggle.

[@HectorGarciaCPA]

I agree

[@nathanieljackson1108]

@@HectorGarciaCPA I sent a feedback request to QBO online (thank you for the suggestion in the video) - hopefully they will look at that and implement it.

[@mizzkhaeya7819]

Why does my QBO doesnt had an option "record as credit card payment"?

[@HectorGarciaCPA]

Maybe you are in a NON USA version?

[@mizzkhaeya7819]

@@HectorGarciaCPA yes. Im using it in the PH

[@rooneyponce1741]

I am subscribed to QBO Advance, however I can not locate the Journal Entry on the import menu. Could you help me on this please? Second, I am working on a project basis, is there a way to do the import of transactions thru journal entry? Thanks in advance.

[@HectorGarciaCPA]

Are you outside usa? Not sure why you are not seeing it. Its in everyone of my clients files

[@mukeshranaminitinitoystori6424]

Hi, we have QB desktop version 2021 and we want to shift to QB online. Our data has many years and we want to split but unable to to do. Could you help

[@HectorGarciaCPA]

No, contact support

[@khadijasaleh862]

​@@HectorGarciaCPAghhhú❤

[@josephstephens9782]

This will take money from us... Sneaky B..........

[@HectorGarciaCPA]

Are you referring to the $50 assisted support?