Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface

Unofficial QuickBooks Accountants Podcast

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.

Sponsors
Digits - https://uqb.promo/digits

• (00:00) - Introduction: Cha Cha Changes
• (01:00) - Understanding the Disruption to Productivity
• (04:00) - Banking Feeds: New AI, Same Training Process
• (08:00) - Finding Your Way Around the New Interface
• (12:00) - Bookmarks and Menu Customization
• (14:00) - Before and After: Menu Changes Explained
• (17:25) - The New Customer Hub
• (21:25) - Look What I Found: New Features Deep Dive
• (26:25) - Experimental Features and Beta Testing
• (29:25) - Backup Features in QBO Advanced
• (33:25) - AI-Powered Bank Reconciliation Preview
• (39:25) - The Great QuickBooks Refresh Announcement
• (49:25) - Upcoming Conference Season
• (52:25) - Closing Thoughts and Next Steps

Alicia’s The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

Complete Business Group (QSP): royl.ws/CBG

RightTool.app - mention ROYALWISE for 20% off the Pro version

Rewind Backups - http://royl.ws/Rewind

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

We want to hear from you!

Send your questions and comments to us at [email protected].

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

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