April 15, 2025 • 67 mins
Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
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00:00 Introduction and Greetings
00:24 Overview of Today's Session
01:22 Meet the Hosts
03:11 Technical Announcements and Challenges
05:15 QuickBooks Updates and Features
05:57 Polling Question: QuickBooks Versions
08:19 Client Access Roles in QuickBooks Online
13:09 Migration from Tags to Custom Fields
32:27 Introduction to Automatic Matching Transactions
33:55 Concerns and Caveats of Auto Matching
36:41 Payroll and Tax Payment Enhancements
38:28 Intuit Enterprise Suite Updates
43:22 QuickBooks Desktop Migration Options
52:06 QuickBooks Payments and Revenue Share
01:00:28 Handling Write-Offs in QuickBooks Online
01:06:08 Conclusion and Upcoming Topics
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
04.15.25_-_intuit_qb_update (00:32):
go.
There they are.
Dan, you gave me top billing,man.
That's so cool.
Thank you.
That's right.
And you're, if you're looking atthe slide from left to you're
first there.
Woo, appreciate it's my goodside is why I did it that way,
so That's right.
Good morning everybody.
I can't say it's alphabetical,but, either way, we're all
(00:55):
friends here.
Welcome everybody to another QBPower Hour happy tax day.
So we, appreciate and certainlyunderstand if if some of you
can't join, be joining us herebecause you are heads down
elbows deep into the the, taxdeadline, either doing the
(01:18):
filings or filing the extensionis probably more apropos for the
day.
But what today we're gonna betalking about the some Intuit
QuickBooks updates, productupdates and, also talk, fielding
some questions and, from ourmore popular posts on our
Facebook group.
So let's get started here.
(01:40):
Always a, fun session.
We try to do these quarterly tomake sure that people are up to
date on the, Shenanigans orgoing on at the, company we know
and love.
My name's Dan the long owner atDan and School Bookkeeping at
Intuit, cohosting today, as wellas over at the workshop
(02:05):
Wednesday at School Bookkeeping.
Appreciate you joining us today.
Matthew.
Hello everybody.
I am Matthew Fulton, my friendsCall Me Spot.
I am the owner of ParkwayBusiness Solutions, the creator
of QB Community Live Facebookgroup.
I do a lot of do a lot ofproject work, a lot of work with
(02:25):
app companies, and they'retrying to integrate with the API
and a lot of workflow stuff.
So as always, happy to be hereand, one more day, folks.
You're almost done.
Just a couple more hours andit's gonna be pretty awesome.
The end is nine.
Maybe not, the best way to saythat.
Today, a little bit about the QBPower Hour.
(02:46):
It's every other Tuesday.
That's why it just happens tofall.
Today on, tax Day at noonEastern we are not eligible for
live CPE, but as, or the AIgenerated Blake, I'm not sure if
that was really Blake in the, atthe beginning.
At the beginning, but maybe itis.
I don't know.
(03:06):
We'll have to ask Blake when yousee him at scaling or something.
But through earmark there is CPEavailable for the Power Hour.
You can always check out ourchannel there.
And if you miss CPE or if youattended an episode and you
still wanna get some CPE, youcan take the Quizizz over at
(03:29):
earmark.
There our channel there, we haveabout six of our prior QB power
hours there, available there forCPE.
And this one will be likely inthe next or so.
Keeping, Q and a, if you havespecific questions, topic that
we're talking about today,please, Q&A, especially if it
(03:54):
is, we can see it.
Sometimes we can address itlive, but sometimes we need to
follow up.
Certainly helps with that.
If you have general comments orchatting type of things you have
the chat as well, and.
(04:15):
Which I believe I gave you thelink, to, put in there.
My helper is, is not behind thescenes today, he's at a doctor's
appointment.
So we're, running on a littlebare bones.
And of course, we have sometechnical difficulties right
before going live.
We will get the posted there.
(04:36):
And we're also seeming to havea, some challenge with the
YouTube live stream.
So lots of things to, to dealwith.
While we, do this live I didwanna do also do a shout out.
It looks like the top 100ProAdvisors were was list was
released today, and I saw somefamiliar faces there, or
(04:57):
familiar names.
There is no faces on a list.
But wanted to congratulateeveryone was nominated and
selected for this year's tophundred.
Congratulations.
Great, to see some, new faces.
And that's one of, I took a nodfrom, Matthew, actually.
(05:19):
And, wanted to not be part,yeah, I didn't wanna apply this
year because I wanted to makeroom for all of the great new
faces that, we're seeing in the,in this community here.
So we all, our own worth.
And so it was we wanna see,other folks, as well.
(05:43):
We do have a Power Hour store.
You can always check that outthere on print Deify.
But what we're gonna do talkingabout here today is some QB in
QuickBooks and Intuit updates.
We'll, unpack that.
We will a little bit aboutdesktop.
Wow.
There's something to talk aboutwith, desktop.
I forgot to put'em in theslides, but we'll talk about, so
(06:07):
please remind, please keep your,we few things with desktop, and
then we'll talk about some ofthe Facebook group posts that,
that, have been gotten, that,that have been gotten, have
gotten some pretty good tractionon our, Facebook groups, as
(06:29):
well.
So our first question pollingquestion is what version do you
use?
Is it QuickBooks Online Desktop,or.
So Matthew go ahead.
We like to ask this question.
People may be noticing we'reasking it frequently here and
there.
We're doing it on purpose.
'cause it's interesting to seewhat the trends may be happening
(06:50):
over time.
So there is some madness behindthe scenes long run for some of
that, as you see it.
We're, interested to see whatpeople are doing and I'm
primarily, I'm still, I'm like99% QuickBooks online.
1%, you know who you are,person, that is desktop that
(07:11):
we're still supporting and such.
And then I do a lot ofmigrations from desktop to
online then too, which is a lotof fun actually.
Yeah, I heard a I saw a note inthere that my voice keeps going
in and out.
Do you hear anything?
Matthew I've been, hearing ittoo.
So actually I'd like to ask, isthat for both of us or is it
just Dan because he is got thesuper bolsters voice.
I can't get that low.
(07:32):
Just Dan.
Okay.
Sorry about that.
All right.
Yeah, so I had to update my myMacintosh and all sorts of new
quote unquote improvements aboutsound and video and things.
So I did put on voice isolationthinking that it would drown out
any kind of background noise.
(07:54):
Is it any better now?
It is.
It seems like it's better.
Okay.
So I'm on standard so much forvoice isolation.
You won't be doing that anymore.
That's now we have audiotroubleshooting to our list of
things that we do on the QPower.
Dan, I'm gonna be coming tovisit you pretty soon so we
(08:14):
could spend some time working onjust your Mac.
I know I'm a PC guy, so it'sworks perfectly for me.
But we can get your Mac to worklike a pc.
So Yeah, you can always tell aMac guy, just tell'em much.
Okay, we can, we got poll wise,both still pretty heavily, which
is what I would expect.
(08:35):
Yeah.
Yeah.
And a mere 5% for solelyQuickBooks Desktop.
So we definitely wanna make surethat we include some desktop
discussion here.
Alright, so let's talk aboutsome of the QuickBooks Online
updates.
Do you wanna talk about theclient access roles?
(08:56):
Yeah, so this one specificallyhas to do with for us
accountants.
So when you've got differentteam members, you now have
better they say granularity ofhow you want to provide access
to different company.
Like within your books as wellas other companies files.
You can really clearly definewhat people can do or not.
(09:17):
So you can make it easier forpeople to either be able to
create, edit, delete, or justview.
As well as some of the laterstuff, of course the pay and
approval aspects of it.
So instead of it being just theway they're laying it out is a
little bit different now incomparison before where like you
clicked one thing and just autogave everything.
(09:37):
Now you can like really finesseit.
And then there's differentaccess across, like the ability
to access your inventory lists,budgets is really important when
you think about like payrollreports and budgets.
I've, had quite a few times withbusiness owners where they don't
want other people to see thatstuff.
'cause it's a sneaky way to seewhat other people get paid or
(09:58):
what the owners are making.
So you had to, there were hardways to try to hide that
information or not provideaccess to that.
And this is now gonna provide alittle bit better control over
that part of it for sure.
Now, I wasn't sure and wanted,to clarify, is this for all
versions of QuickBooks online orsolely QuickBooks Online that
(10:21):
you, believe this is specificfor QuickBooks Online accountant
for our team is what they hadbeen saying on, the article part
of it itself.
Got it, Which your books in,QBOA accountant, is on advanced
(10:41):
per se.
I, would be curious if goinginto some of my advanced clients
if this, this is, certainly anoption for, a lot of advanced,
at least they, tease you with itgive you these options to like,
like you can pretend to uncheckthem but, you actually can't.
(11:04):
Exactly.
But it, it does give you an ideaof what it is what the roadmap
or what the future looks likefor user permissions.
Still not on the it's gettingthere.
I love this.
I.
If you create, edit, delete and,giving the, flexibility to, do
those things.
(11:25):
With I just had a migration fromdesktop to to online.
And, to your point of payrollthey ran their payroll out of a
specific register in the theoperating account.
And then they got the payrollaccount that they were running
everything out of, and theydidn't wanna have people access
(11:46):
to that particular register.
Unfortunately, that's still anall or nothing type of thing.
If you have access to one bankregister, you have access to the
all even in advance.
But anytime that there's a gapbetween desktop and, online
Intuit is hopefully wanting nothopefully, but eventually is,
(12:09):
wanting to close that gap sothat you can essentially do the
same things in desktop as youcan with online.
Yeah.
And I guess one thing I shouldadd onto that is it's not fully
available across all companyfiles yet because I was actually
just trying to go and pull upone of my sample company files
and maybe show it real quick.
But of course the ones I've gotit, you never have the features
(12:30):
and the one you want to have itin.
But I digress.
So this one though, tags, thisis, yeah.
Pretty big.
Yeah.
This has been a an ongoing sagaI guess is, probably the, best
way.
I still seeing some notes of,people my sound still breaking
(12:51):
up.
Is that's what you're stillhearing?
Yeah, I was breaking up a bit.
You could just double checkmaybe your zoom setting also.
'cause your zoom may havechanged if it's got same.
Same.
Okay.
Yeah, it seems to be the same.
As far as what it is, it may bethis headset, which is supposed
to be the super headset, thesounding thing.
(13:13):
And I don't have my AirPods toswitch over to anybody else
knows how funny it is.
As soon as we start to complainabout it, it gets perfect.
It's like when you have aproblem with any program,
there's gr it's like ears.
It's time to hide again.
Okay.
And on your cell phone is,everybody can hear perfectly.
Can you hear me now?
And then, it's whatever you sayafter that.
(13:35):
Alright, love it.
We'll, let me, just turn offthis, okay.
This one here.
And we'll just, so while he isdoing that, what we're talking
about, most people may befamiliar already with QuickBooks
Online, the fact that the tagshave now gone away.
Surprise.
And the question became what areyou supposed to do with this tag
information if you're using it?
(13:57):
I had actually reached out tosomebody, Intuit a couple months
ago was asking like what arepeople gonna be able to do or
not do?
They created this process to beable to take and migrate tags
over to a custom field.
And my question becomes, whenthey did this, they added to the
ability to have a custom fieldon every single level basically.
(14:18):
And other ones they bumped upone, I believe, except for, for
advanced.
Advanced and such like that.
'cause you already had plentythere, am I thinking right, Dan?
Yeah.
Yeah.
Did you it was funny because Iwas thinking back when, tags
first came out, I was in thesame place that I am today
talking about, it's your faultback in, yeah.
(14:41):
Back in in Florida.
It was funny.
It's, become full circle.
But let's talk a little bitabout the timeline that Leo
DiCaprio, dude.
Yes.
Oh, I forgot to put the gate inif there's room for him on the
door.
I'm sorry.
Yeah, it's it was Kate sayingI'll never let you go.
(15:04):
Okay.
Sorry.
But we gotta let go of of tagsbecause of the, this timeline.
So we're in so custom fieldswhere the expanded functionality
started St.
Patrick's Day.
So we're in this point of March17th through May 15th, where you
(15:27):
wanna migrate your tags, andwe'll talk a little bit about
that process.
And, tomorrow on the, workshopwe're, gonna do a little bit
more deeper dive discussionabout this migration process.
But the you migrate your tags tocustom fields we just have in
this window.
Now I can't confirm or deny.
(15:49):
What's gonna happen on May 16thas to whether or not you can
migrate them or not.
Because on May 16th tags becomeread only.
So I would assume that deadlineof May 15th, to migrate your
tags to custom fields is a hardstop.
(16:09):
I plan on it.
Yeah, I would plan on that.
So if you're using tags and youwanna migrate them to custom
fields you have one month now todo that.
So Dan, I know that you're gonnado a deeper dive on, the
workshop Wednesdays.
Yeah.
How does it work though?
So what if you're using multipletags on a transaction?
(16:31):
Yeah.
But you only have one customfield.
That is that's the, when we talkabout, pros and Yeah.
Buts okay.
That is a Yeah.
But, you can only assign one.
Tag or one custom fieldessentially per transaction.
So that is a, that that's a,that, yeah, that's a side effect
(16:57):
of this whole process.
So there is a link there to the,to this Intuit article and I'll
bring that up in Mark.
Just put another good one in forthe chat for insightful
accountant as well.
I'm gonna copy that and paste itover to the live.
Yeah.
Thank you, Murph.
You man.
All right.
So this is the process of,migrating your tags, but
(17:18):
basically tags are beingdiscontinued.
And just one thing to keep inmind about tags, it was
something that was assigned tothe, on the transaction level,
not on the line item detail.
So that leaves, a bit of achallenge to try to figure out
what to do with this.
(17:39):
And, we can only speculate as towhy.
But typically when features arediscontinued, it's typically
because there is non usage,right?
And then you, and then this iswhat happens when they,
(17:59):
discontinue features, they findout how many people were really
relying on that feature.
Aren't they creating their owngraveyard?
Honestly, by doing it this wayall the time, because if you
think about it, I truly neverdove in and did a whole lot with
tags after getting burned by theclasses thing so long ago.
(18:20):
That they shrunk it down.
You had to change it over if youwere gonna use more classes,
tags, just, it seemed like itwas somewhat of a replacement
and it just never really madethe most sense to me.
If they do this and they'realways sunsetting these
functions like that, I don'tthink people adopt the new
features as quickly.
(18:40):
'cause you get worried.
It is if this do I, wanna be, doI wanna adopt this new feature
for only for it to go away?
Yeah.
And that's, a legitimateconcern.
But it's it's a catch 22.
If you don't adopt it, it willgo away.
Yeah.
And, I think that's I'm I welook at some of the new services
(19:04):
like the QuickBooks bill Payservice that was, launched.
I'm a little hesitant to, todive full both ends in the deep
end of the pool of that.
Because I, it I don't want to bethe Guinea pig, of this,
feature, especially when there'sreal money involved yeah.
(19:26):
Of of, a money movement tag's alittle different.
That's a, feature.
There's there's no I'm notharming any relationships by,
that's good point to layer bythat, by not adopting that
feature.
But in in, in to give themcredit at least they did try to
(19:50):
think this through.
It's not perfect.
But it does, I think, lay somegroundwork for them to actually
bring back the fully functional,things that are getting removed
here by the way that they're,doing it.
So what's happening is, they'rereplacing it with a custom
(20:11):
field, because on the surfacethat is essentially the same
thing that a tag was assumingthat one thing that you're
assigning just one tag to, tothe transaction, right?
And they're adopting, aQuickBooks Online Advanced
(20:32):
feature in this custom field,right?
Dropdowns is a custom field thatyou can only specify for a in
advance, right?
You can only define that customfield as a dropdown in advance.
So they are allowing all otherlower versions plus.
(20:52):
Essentials and, even simplestart to take advantage of this
this option, which also thenunlocks to those other other
versions, the ability to createother custom fields with that
dropdown capability.
So it doesn't have to be justfor tags.
(21:13):
Matthew, major time out here.
What that also means, I waswaiting at first be like, oh,
cool.
That means in some of theseother ones we're we'll have a
custom field we could accessthrough the API through
different programs.
That means this new added customfield is not accessible through
the API.
So you can't use it throughthird party apps.
(21:33):
You won't be able to access it.
It's more, than likely.
Yeah.
Yeah.
I would imagine that's not thecase.
It's you, still have access tothose first three.
Yeah.
With essentials and, plus.
But the ones that are definable.
Are off limits so far.
(21:55):
Okay.
So I wanted to show, oh, can youhear this?
Yep.
Oh, wait.
Nope, You'd have to click in.
And then, when you did yourshare, did you share audio?
I did, but with everything thatI've done with the audio, I may
have turned it off.
(22:17):
Let me see here.
Share computer sound.
It's on mono.
Let me just try it again here.
Or maybe there's no audio.
I don't know.
Murphy is saying regarding thenew permissions, I'm guessing
that we will see QBO expansionof the new role settings to be
much closer to the expandedversion found within Intuit
(22:40):
Enterprise.
Yeah, I would agree there.
So when you access the the tagsfrom the from the gear.
There will be an option there toselect migrate tags to custom
fields.
And then when you do that, thenit's going to, give you the
option to name whatever thefield might be.
(23:04):
You can change it to tags, andthen what it's gonna do is it's
gonna take every individual tagthat you have.
One thing that you could do inQuickBooks oh yeah with, tags is
to make a tag group.
But it on the, bottom level ofthe of the tag group, that's
(23:24):
what it's going to put that inas a, custom field dropdown.
So it's only going to allow youto, again to Matthew's point
create one, or add associate onetag, per transaction.
(23:45):
Now you could, if you'reessentials are plus.
You could take up those other ifyou're not using those other
custom fields, you can createessentially a tag one, tag two,
tag three and then create yourown tags in that tag list in
those custom fields, and thenhave multiple tags.
(24:05):
But again, what are you gonna beable to do with that?
Not much yet.
So if I bring up, Jen, can Isteal the share from you real
quick and Yeah.
Okay.
See if I can, if you like Adas,here we go.
Boom.
Share.
All right.
So I just created a while.
He's, while he's bringing thatup.
(24:26):
Is my, audio any better?
Alright.
Should be showing you our, myQuickBooks online right now.
I just created two quick littletags in this as an example.
Like you said, top gear icon, goto your tags, pulls up this
area.
You can then click on migratetags to custom fields.
(24:49):
This is then gonna show upeverything you've got.
It's gonna list all yourdifferent tags.
I just created the two of'em,and then you can choose
basically, so it's got it set uphere.
Choose a type here, what youwant to use it for.
All the stuff like you wouldnormally do, like Dan said, for
cbo, advance, the type of areasyou want to use everything for.
So transaction will be acrosseverything.
(25:10):
Customer would be only customeror vendor, so forth.
Hit save.
Important, note.
If you're, not using advancedand you migrate your tags, it's
only going to be accessible ontransactions.
It's not good point.
It's not something that you'regonna be able to assign to the
customer or the vendor or theproject.
(25:32):
That is something in thisarticle that, lays that out
pretty well.
So I'm gonna share that again.
Okay.
There we go.
Make sure I do the right one.
All right.
Yes, this article is listedlinked in the in the handouts as
(25:56):
well as the, replay page that wehave.
And this is what I was talkingabout here, simple Start
Essentials and plus is adropdown list but only can be
used on transactions.
Whereas in advance you havetransactions, customers,
vendors, and projects to be ableto use that on.
You will have, as somebodymentioned that up to 100
(26:18):
options.
And I thought that the lowerlevels of QuickBooks simple
Start Essentials and plus had alimit on the number of tags or
tag groups.
But I may be confusing that withclasses and locations of plus of
being 40, but they may have justremoved that.
But you ha only will have ahundred maximum in the,
(26:43):
dropdown.
Still only gonna be able tochoose one of them.
So you may modify your your,dropdowns to incorporate some of
those additional tags in the taggroups if you, wanted to.
That's smart.
It's it is just, essentiallythat's what's happening is that
(27:03):
all your tags are going in asone dropdown on one custom
field.
So then it talks about in thesecommon questions at the bottom.
This is a really cool chart, inthis article, which reports
support custom fields.
And this is just in general, notnot in this tag issue, but in
(27:26):
the grand scheme of things.
This is, a pretty cool chart tobe able to see which reports
support custom fields just ingeneral.
And as you, as we do a quickscroll down here, you can see
that advanced checks all theboxes.
So that does give a nod toadvanced as far as adding those
(27:46):
custom fields.
But you can see, and look at anyreport that's in here and
whether or not custom fields, IEyour tag mi, your migrated tags
will actually be usable on thosereports.
So here is, down here at thebottom is the, sad, really sad
(28:07):
part of all this.
Can I create a profit and lossreport by custom field Right now
the answer's no.
So that was the advantage oftags, I think in, the grand
scheme of things, is that youcould tag, transactions on the
transactional level and then runa profit loss by tag.
(28:29):
But you cannot do that afterthis migration because custom
fields does not allow that.
So what about the classes?
No okay why not?
I, why don't I migrate my tagsto classes?
No, you don't have that optioneither, right?
Can you add them in the bank feeand with rules?
(28:53):
No.
So there's a lot of nos here,but, that doesn't mean that it's
no tomorrow, right?
So it's this may be laying thefoundation to to, take care of
that, in the future with,increased functionality.
(29:14):
And you migrate your tags tocustom fields replace on
historical transactions?
No.
So which is why, so the, what'sinteresting, right?
The reporting wise, it says thatthe reporting will still be
available, I think it was foranother year three year.
But after that, yeah, the daterange here is, yeah.
(29:37):
I always get confused with thesedates and years, but May 15th,
2028.
Okay.
You'll be able to view tags andgenerate reports for historical
transactions.
Okay.
After May 15th, 2028, theability to view tags and
generate reports will no longerbe available.
That's reasonable the way it isup till today.
(30:00):
We'll continue that way untilwith tags anyway until May 15th,
2028.
Dan, can you grab the URL thatyou're on for that real quick
and post that into the I canchat.
Thank you.
And for those that are sayingthat their screen is black, it's
hard.
Sorry to hear that.
(30:20):
If that's happening, what youcan do is,'cause I do watch
Facebook as well, live there forquestions, comments.
I added a link there.
Of course, we want you here soforth, but feel free to join
over to Facebook and I willbring your comments in and share
with everybody else just in caseyou're have any kind of a
challenge like that.
And thank you for bearing withus on, some of these nuances.
(30:43):
All right.
So yeah, it's been toxic today.
So these are the yeah buts withthat, so appreciate the Golden
Girls referenced.
So his historical transtransactions are not affected,
so it's not going to go back andput your custom field back on
your historical transactions.
And as Matthew Astutely pointedout, because this is a dropdown
(31:08):
you cannot use something likeSAS, Sassan or some kind of.
Third party to go back and bulkadd these custom fields to those
historical transactions either.
So womp on that.
Reporting is gonna be an issue,right?
So you're not gonna have this,no pl by tag but you will have
(31:31):
historical profit and loss bytag.
That, that ends up being a youend up having two kinds of
reports if during thistransition period.
And then reporting by customfield is gonna differ by
version, and it's not anadvanced custom field in, in
(31:53):
that regard that, you can defineall fields as custom field.
You can either choose the textand number option.
Or the dropdown when you'recreating the custom fields, but
you can't choose the dateoption, which is, the, fourth
option.
Or you can't specifically callit a number, which in advance
(32:15):
allows you to, do a little bitgreater flexibility with with
numbering filter.
Yeah.
Can't migrate it to a class andyou can't add it to the bank
feed.
Nice try.
It's something, it's not just,it's not just they're turning
off the feature, right?
So they, tried to throw a boneand they did add some additional
(32:40):
functionality.
So even if you're not using tagshere in simple Start essentials
and, plus you do have a dropdownas a, as an option for custom
fields.
The people that weren't usingtags in those lower versions
would be like why, did thisoccur?
Now, all right, that's that'stags.
(33:08):
Talk a little bit Matthew, aboutautoma automatic matching
transaction.
Yeah, so there's two things.
There's a couple differentthings going on within the
banking area.
They are currently working andtesting out improvements to the
bank feed area and the waythings are laid out.
But the biggest thing that'sreally come out right now is
this automatic matchingtransaction concept.
(33:30):
So what this is gonna be doingis the more.
When you're using more and moreof the Intuit QuickBooks Online
features, what I mean by that isthe bill pay, the payments and
the payroll, they're starting toautomatically match transactions
since it should already knowthose details.
Now it will only match if it hasthree pieces that all align.
(33:53):
So it's gotta be the date, thename and the amount all have to
be the same.
Otherwise it won't do an automatch.
But the goal is to have it setup to where if you turn this on,
and that's a major caveat, ifyou turn it on, it will go in
and auto match the pieces foryou.
When they do that, you can stillin the bank fee go to the
(34:15):
categorized area and you'll nowhave the ability to see all of
the auto matched transactions.
So you can still undo them atany point in time if you want
to.
So you're not really stuck.
This concerns me, right?
It's kinda like when auto rulesfirst came out that, or the auto
ad rules, it just became anightmare.
(34:37):
So the auto matching, when itworks great.
I think it'll be cool.
But I am a little concerned atthe beginning.
'cause what if you have multiplepeople with the same paycheck?
I know it's supposed to matchthree things, but And happens
all the time.
Yeah.
And with the, is this only forthese these three options for
bill pay, payments and, payroll?
(34:59):
Yes.
Yeah.
It's, really, it's thefunctionality that's the ones
they're saying that they willwork with.
Will it expand in the future?
I'm expecting it probably would.
There are some other caveatsthat had said that depending on
the financial institution thatyou're working with, if they
don't have like unique IDsinside of the transaction lines,
(35:20):
it still may not match themperfectly.
But it is their, transactions,they're matching with themself,
which makes sense.
Yeah.
Yeah.
And I believe they, they arethey're able to, detect so
something in that downloadedtransaction that yeah, they're
(35:41):
not able to, for other,transactions like your Slack,
membership or subscription thosetypes of things that don't
necessarily come down.
They can add something to thattransaction so that they can see
it on the way back.
It's kinda like a boomerangeffect of yeah.
(36:02):
Of those particular transactionsso they can see a little bit
more detail and do somethingwith it.
So to not, to get too nerdy.
'cause when it comes to bankfeeds, it's an area I've spent a
lot of time on hidden behind thescenes in like the actual bank
feed.
There's extra data that we neversee.
Even when you download like aqbo, oh, effects file, CSV file,
(36:26):
there's other numbers thatsequentially order them.
And that's how when you uploadtransactions, if you try to
upload the same transactions settwice, it will actually
eliminate them automatically.
There's aspects of that youwouldn't see as part of it.
And then Kim made a really goodpoint that what they're doing
with it though is they will turnon automatically.
(36:48):
And you may need to go and turnit off.
Yeah.
So if you're seeing stuff that'sthere, it's like automatically
being added or you're not seeingit, go check that out for sure.
Do I do suspect that and,appreciate that there is a, an
option to opt out?
Yeah.
And not do it automatically.
(37:08):
Especially if it has undesiredconsequences.
Whoops.
So the payroll, anything youwanna talk about here?
Payroll.
The payroll, paycheck stuff.
Same kind of, basically the samekind of a concept.
This one I feel a little bitbetter about.
I don't know why, but I just do.
Because it is so much easier forit to just line up the paychecks
(37:28):
and have everything set up.
The, payroll tax payments isnice, but it draws a very like.
Very important thing.
I hope you are reconciling yourpayroll liabilities minimum
every month, right?
So we've always set it up thatwe prefer taxes to be paid
immediately, right when thepayroll is ran, which nowadays
(37:51):
they're pulling the money forthat anyways.
Actually, doesn't that go intoeffect this month, Dan?
Or was it, I think maybe it wasfirst, sorry, was I was
answering a question.
I always like to wait until Isee you typing, looking away so
I can ask a question.
I feel it's perfect.
It's a really good friendlypartners thing to do there.
So they were setting up inpayroll where they will impound
(38:12):
your payroll taxes immediatelyso that way they ensure okay, so
they are already doing that.
They're already doing it.
I thought so.
I thought that had alreadystarted.
And by setting up theopportunity to earn money on the
float.
I think that is, that's, likelywhy they turned it on right away
in the overdrawn charges.
(38:32):
Yes.
It, by having it all set up towhere it's all taken the same
day, it should make it easier toreconcile your payroll
liabilities like immediately.
Usually that's, what we'vealways done, put a one in the
comments.
If you love reconciling payroll,put a two if you hate it.
(38:54):
I'm gonna say that we're notgonna see a lot of ones, here.
All right.
Some, news about the IntuitEnterprise Suite.
This is not the QuickBooksdesktop enterprise, but wanna
talk about some of the thingsthat you noticed there, Matthew?
Yeah, so I was grabbing this, Ifound this section and one of
(39:15):
the emails was coming out frommy sales rep because they're
continuing to evolve and makethings.
To enhance it.
The thing I really like best I'mmost excited about is for Intuit
Enterprise, it's theintercompany transactions.
So I have I'm working with thiscompany from Guam and Saipan.
They've got multiple entitiesand it's, and there's so much
(39:38):
back and forth where they'repaying this bill for that one,
they're sending money back andforth that this ability to
intercompany transfers willreally help speed that up.
So now you can do all this stuffdirectly from the bank feed or
the expense form of the bill.
So instead of having to go rightnow, I have to.
I'm basically doing it with twobrowsers open with one kept on
(39:58):
each one.
So we're doing'em both sides atthe same time.
So something doesn't get missedmakes it a lot easier to do it
all inside the one dashboard,the one place, ability to do
forecasting, profit and lossdown to the dimensions as quick
reminder dimensions are likeseparate class lists that you
can have multiple dimensions ontransactions.
(40:21):
So you could have a dimensionwould be different regions.
It could be differentsalespeople.
It could be a whole bunch ofdifferent stuff.
And then you can customize yourworkflows as well as the
workforce management updates.
So the paycheck correction forclosed quarters.
So that's all gonna be in IES aswell, which is pretty, should be
pretty interesting how thatworks.
(40:42):
I haven't played with some ofthis stuff yet though.
Yes.
And Mary in the chat, ask thequestion that we're all a
wondering when are, accountantsand ProAdvisors gonna get access
to, to be able to play aroundwith some of this stuff?
And I don't think so right nowthat is, ask my Magic eight
(41:02):
Ball, answer, unclear ask againin probably six months.
So I don't know if and when thatwill happen, because I've even
asked for it and was, haven'tbeen able to get a a hold of one
for myself and Lynette.
We are specifically talkingabout the online version of
Intuit Enterprise Suite, insteadof not the desktop version.
(41:28):
But yeah, it's tough and, Ithink we're still in the
honeymoon phase of IntuitEnterprise Suite.
They're, Intuit is stillprobably trying to figure out
the, whole sales cycle becauseit is a multi conversation, type
of discovery, figuring out whatwhat, people actually need.
(41:49):
I wouldn't, I just because ithas the word enterprise in it
doesn't mean that all of yourdesktop enterprise clients are a
good fit for it.
Correct.
I think at this point it's the,entities that are on online
already that have multipleentities, and some heartache
(42:09):
about that are right now abetter fit that for inter Intuit
Enterprise Suite than somebodyon QuickBooks Desktop that has
multiple desktop files that theymight want to.
Now that may not be the case,right?
Depending on their workflows.
It's there's no, one size fitsall, for whether they're a good
(42:30):
fit for it or not.
It's really just a matter ofunderstanding, what, what
struggles they, they have and.
Whether they would be addressedwith, a lot of, with some of
these things.
One thing that I'm a littlecautious leery about with,
(42:51):
Intuit Enterprise Suite isagain, all of the, the things
that make Intuit and, working inQuickBooks online.
Great.
Having payroll and bill pay andall of these integrations
because they can take thoseintegrations to a next level is
(43:11):
that's putting all of your eggsin one basket.
If one of those eggs goes sour,that could potentially spoil the
entire basket.
I have to add real quickly,Rachel's watching online.
She said, I love reconcilinganything.
Of course she does.
Okay, so let's add, let's askour next one, next poll
(43:35):
question.
Would you use the automaticmatching feature?
Yes.
No.
Or I'm gonna wait.
Yeah, I should put on there onlywhen Dan and Spot say it's okay
too.
That's right.
Yeah.
All right.
So desktop updates.
(43:56):
Hey Dan, don't forget to talkabout the desktop updates, all
that.
Okay good, Thank you.
Yeah, got you back.
So I noticed this the last timeI did a desktop migration is now
you're gonna have some choicesof what you want to bring over.
So you can choose to migrateonly accounting data or only
payroll data, or you've got yourlist and balances as well as
(44:21):
everything, so you, can now geta start to get a little,
granular on the kind of data.
You still don't have the optionto choose a date right there on
the migration screen and, choosethat date.
Because there's a lot more to gothat goes into that than just
choosing a date and time.
(44:42):
But you can now choose migratingonly just the accounting data,
if they're gonna do payrollelsewhere, or if they're just
doing payroll and you want tokeep it separate you can
certainly now do that as, aswell.
A couple other superficialthings with with QuickBooks is,
(45:02):
now, real quickly though, beforeyou jump off that, just to close
this one out, what was I foundconfusing on this is when I dove
in deeper to try to get moreinformation, it was also talking
about if you've got a disparateQuickBooks Online payroll and
you still have the desktop stuffand you want to get the stuff to
all match together, they startedto explain like this round
(45:24):
tripping situation.
I think the point there was ifyou had QuickBooks Desktop, you
were using payroll for a whilethere, but then you got set up a
whole different standaloneQuickBooks Online payroll, and
then you had data there.
How do you make it to where yourbooks actually has all the
payroll stuff inside of it also?
Was is that part of thefunctionality of this or, I
(45:47):
always thought I always look atit from the, perspective of
whatever's in the desktop filewill go out to QuickBooks
Online.
Okay.
And, that's the, desktop file isthe source of truth.
Yeah, if you are usingQuickBooks online payroll with
your desktop which is, still,which is a possibility, and you
(46:09):
can export those transactionsinto QuickBooks, desktop.
I, I file, those transactionsalready exist, but the payroll's
not set up that accounting datais gonna, there's no need to
combine the two right at thatpoint.
Perfect.
You could at that point, I,imagine you could migrate your
(46:31):
accounting data into yourQuickBooks Online payroll, but
then that's gonna be a littlebit weird.
I, no, I, okay.
I remains to be seen there.
That, that, that sounds like amess waiting to happen.
I was worried about it.
So we'll report back maybe alittle later on it.
So what those other features dofile first, don't overwrite your
data.
(46:51):
Yeah.
That's for.
And then you, the, it'srecertification time, right?
You had other desktop ones I'msupposed to remind you that I
cut you off on.
What were those?
Oh, some small superficialthings on all reports.
Now in QuickBooks Desktop, thereis a search feature.
(47:12):
So you can if you're looking fora specific dollar amount or,
something on there, you cansearch within the report itself
as well as something that I hadnoticed, but I told my client
about it and he's not seeing it.
So I'm, I still need to doublecheck.
But, and I, checked everywhere.
(47:33):
I even wrote a blog articleabout it because I was so
excited about it because I,thought I found like something
that was missing.
But when you have a bill ofmaterials so we're talking about
inventory with assembly items,and you have a bill of materials
with a subassembly as part ofthe bill of materials, like if
you're.
(47:53):
Creating a computer building acomputer, and you have to build
something that goes into themainframe of the computer or a
bicycle, and that, the, shifterassembly going into the, en, the
entire assembly item.
When you print your bill ofmaterials, it only shows that
first level typically.
(48:15):
But a lot of times, andespecially in this client's
case, components of all of the,sub assemblies and see what's,
what does it take to make onecomplete finished good, to make
sure that they have enough onhand, right?
So printing that bill ofmaterials was a little
problematic because it wouldonly print the bill of materials
(48:39):
and these, the sub assemblies.
And they had several nestedassemblies.
And in 2024 latest version.
I was able to have a,subassembly be a bill of
materials, and then when I, whenyou print a shortage report,
like you make a go to, a build,make it pending, and then print
(49:02):
a the shortage report, itprinted out all of those, those
components.
So I was really excited aboutthat, but they're still having
problems with it, so I stillneed to make sure that's that's
the possibility.
They may have multiple nestedassem, nested sub assemblies,
but I was really excited to seethat at least one level deep you
(49:25):
could see all of the components.
And then every list is nowsearchable so you can find
within the list as long asyou're on the, latest release.
There was in the Facebook groupsand I don't have the, post of
that, but, there was a, breakagein, an update it looks like.
(49:51):
One release of release 13 for2024 broke, some memorized
reports but they did fix that.
Assuming that you never had thisproblem and it's now safe to
update to, to the latest versionwithout fear of breaking your
memorized reports.
(50:12):
Cool.
Dan, did you close the poll?
If you wanna do that and as Italk real quickly about the
Sure.
Research stuff here.
Recertification is about to openback up April 28th.
Means my good friend Linda,while I'm flying back, will be
getting her certification doneso she can be the very first
person as always in the world.
(50:33):
And it's open from April 28ththrough June 30th.
Now, something cool they'redoing is.
Every week during that period oftime, anybody who's completed
their recertification will beentered in for a drawing for a
$250 Visa gift card.
Which means if you do it at thevery beginning, your odds are
dramatically better sincethere's a lot of us that
(50:53):
procrastinate to the very end.
So you have a better chance tobe drawn for that Visa gift
card.
The exam is supposed to coveradditional information this time
on the recertification portionof it.
Of course QuickBooks onlineaccountant, the enterprise suite
stuff, as well as Intuit assistand the normal, a lot of the
other stuff as well.
So there was a question also inthe chat here in Zoom, so I'll
(51:16):
draw attention to as well.
QuickBooks level one is, it'sbasically equivalent to what was
the basic before.
Level two is equivalent of theadvanced.
It's so they can continue to adddifferent levels with different
things and make it a little bitsince they use the word advanced
on everything nowadays, theywant to, one last thing to call
advanced.
Yeah.
(51:37):
Is, a good thing.
They'll come up with two plusnext, so that'll be good.
2.1.
All right.
I think it's worth stayingrecertified, Lynette.
I'm gonna say it because trustme, if you don't recert and you
have to redo it all again, it'shorrible recert.
So some things that you noticedthere about am I going crazy?
(51:58):
Yeah.
I feel like every time we shouldhave this little slide up and we
can just tell people about bugsand glitches that we're
experiencing or hearing about.
So recently search function wasjust absolutely horrible.
If you were just trying to usethe magnifying glass, you do a
quick search, it wouldn't pop ananswer.
You'd have to go to the advancedarea, then you could search and
you get stuff to pull.
(52:18):
Correct.
And then bad URLs were gettingcreated all the time and giving
us this smoking machine,basically.
Dan, is that your computerthere?
I think so.
With, everything that's going onhere.
All right.
So I wanted to talk about thisthis Facebook post.
I'm trying to summarize it'causethere's a lot to read here.
(52:39):
But basically what was happeningis that the, client wasn't
signed up for, QuickBookspayments.
They sent out an invoiceQuickBooks, gave the client the
option to pay via a CH clientdid, and they got charged.
The, fee, which that is, that'sa thing, right?
(53:00):
So even if you don't have, ifyou have payments and you
disable all of the paymentoptions when it sends the
invoice, it will offer thecustomer to pay by a CH assuming
that they agree to the fee,which is the not, the ProAdvisor
(53:21):
rates, it's the standard rates,which is 1% of the transaction,
no cap.
Okay.
So they got charged$25 for a$600invoice.
That does not seem 1%.
Just no doing the math here.
I think they paid by creditcard, but that may be the case.
Or maybe there's a minimum, Idon't know, maybe like four.
(53:43):
It's actually almost four point.
Yeah, two 5%.
If I'm gonna be nerdy then, butthen what happens is, now this
is a proof of concept, for,QuickBooks to come back to the,
client and say, look how easy itwas to get paid with QuickBooks
payments.
And now they didn't want it theydidn't wanna sign up for it, but
(54:04):
in order for them to receive thefunds that the client decided to
pay for, they would have to payor they would've to sign up for
for the service in order forthem to do it.
Now, in this case, they wouldget the full$600 because the
client is paying the, fee.
It's a, it's an interesting wayto position this service, I
(54:27):
think is the nicest way to putit.
Matthew, you were shaking yourhead.
You did not agree that this no.
I'm, really disappointed onthis.
I see, I guess I see wherethey're coming from.
I've heard about this before.
First time I heard about thiswas, from a, good friend that
was experiencing this they hadmerchant processing.
(54:48):
The person had merchantprocessing set up, and for some
reason it still pushed throughand was asking them if they
wanted to, did the whole$25thing and gave them this thing.
Do you wanna do this?
I know for sure that person thatsent the invoice.
Was set up with Intuit MerchantProcessing at the time, and I
tried finding out what this wasabout back then and couldn't
(55:10):
find it anymore.
Talked to Intuit support, theycouldn't tell us.
I don't like this part.
Yeah the, concept of it is haveyour client pay your fee
instead, from my understanding,there's certain states you can't
even legally do that.
And so I wonder if they'retaking, if they're paying
attention to that, if they'retrying to do that as well.
Yeah.
That just makes us look bad,especially if we don't know
about it, like we're trying tocharge our client.
(55:31):
That's exactly, and I knowthat's a common question.
Like I'm getting annoyed withthe amount of convenience fees
that I'm now having to paybecause people are doing that.
And, itemizing out the,transaction fee, for, payment
processors and, calling it aconvenience fee.
(55:52):
This is one way to address that.
You can turn off all paymentoptions and the, client would,
should be able to, opt intopaying the fee.
So to them it's a conveniencefee, but you're just not getting
any of the, so Dan, does thatmean you took off the last
polling question?
We're not gonna do theconvenience fee for this
(56:13):
episode.
Maybe not.
Okay.
But we did this at the workshop.
We did a, a, se a session onthis a little over a year ago.
But this is talking about, howIntuit is creating half creating
(56:34):
payments accounts and givingpeople the option to be able to
pay and pay by that.
And again, this then puts thosefunds in in a holding bin.
Because if they it's, almostlike you have to, I.
(56:56):
Be ahead of Intuit.
Yeah.
When this happens andcommunicate that because without
them, knowing that what'sactually gonna be happening and
of course this is all for newaccounts, right?
So this will not be somethingthat a brand new person to
QuickBooks would be aware of.
(57:20):
Even if they aren't, but they'regoing to get they've set up the
the payment account and have setit up so that when the customer
pays, then they have to finishsetting up the account and
applying for it in order forthose funds, to be released.
Which, if the company is notapproved I don't know what
(57:43):
happens to those funds.
Do they give it back?
Do they refund it to thecustomer?
Is that a headache?
Let's say they're in the adultindustry or one of the other
industries that don't that theQB payments does not support.
Who knows?
But by doing it this way thatbypasses you as the accountant.
(58:05):
And as what if it bounce?
What if it bounces?
I'm sorry, I just thought ofthis.
What if the payment bounces orsomething, right?
They charge that fee.
Are they gonna still take the,and like you didn't ask for it
to be set up that way.
Are you gonna still get yourmoney?
Are they gonna take it back fromyou and then you like Yeah I
would not wanna be on the otherside end of that call.
(58:27):
If that's the case.
Okay.
But if the customer paysQuickBooks user needs to finish
applying, and they're gonna get,at that point, the MSRP rates,
which are higher yeah, there'sno cap on the on the a CH fee.
And if you're signed up forrevenue share then you won't get
any of that either.
(58:48):
Whoops.
Nope, that audio worked.
Okay.
That audio worked, butapparently there's no audio in
the, tags video.
But a lot of people don't evenknow that there's a revenue
share option.
So we wanted to talk a littlebit about that.
With payments you get a 20%revenue share for three years.
(59:10):
It's only for payments.
You can also do QuickBooksonline subscriptions and get
that.
But the good news is, withpayments the clients gets the
lower ProAdvisor preferredrates, right?
So that's, and there's no costif they never use it unless they
(59:30):
have disabled all.
All of those things.
And we, talk about the othersituation, but if you go into
your benefits inside of the QBOAunder ProAdvisor you can see
under the discounts for yourfirm, QuickBooks Payments.
There's the revenue share portalor get the discount.
You can share that with yourclient.
(59:51):
Other cool thing that I noticedis that if you are enrolled into
this revenue share program, whenyou create a QBO subscription
directly within QuickBooks, youcan opt them in at your rates.
So it's already set up for youto be able to partake in that
revenue share option with withpayments.
(01:00:14):
We do have a payments resourceover at School Bookkeeping.
It's a com.
It's a course we tried to maketo scour the web and put it all
in one place.
And it's totally free.
Because I do like the idea ofQuickBooks payments.
I don't like this idea inQuickBooks payments with what
they're doing, but, GI Joe said,knowing's half the battle.
(01:00:42):
And if you don't wanna referclients, you can refer through
us.
So it's yep.
Appreciate that.
We'll do that.
We are a little, running alittle over.
If you can stay, great.
If not, we know you gotta, we,it's a busy day.
Yeah.
It's just taxes.
Don't worry.
You got extra time.
I'm trying not to say anythingpolitical.
(01:01:04):
Okay, so I use the QuickBooksaccountant tools today to write
off about a hundred ar invoicesto bad debts.
I had to close books set to 1230, 20 24, so I could still
record my year and adjustments2031.
So after writing all of thoseinvoices off, I found that they
were all written off using theoriginal dates of the invoices.
(01:01:25):
So is there way to basically,yeah this is, one of those
things that, it's, one of thenuances of of, QuickBooks online
with the accountant tools,right?
When you go to write offinvoices, the way that
QuickBooks does it inside ofQuickBooks Online accountant is,
(01:01:46):
instead of making a transactiontoday to write off that ba, all
of that bad debt what it does isit goes to each individual
transaction and discounts it tobad debt.
And that means.
That every transaction is nowmodified on the date that it was
cr that it's the transactiondate instead of the date that
(01:02:10):
you're actually recognizingthere's some wind going on.
It's a ghost.
Yeah.
It's the ghost of tax passed.
Yeah.
The ghost of write-off past justpassed through here.
I think we had some kind of dustdevil or something.
Linda, are you okay?
(01:02:31):
Because she's right, she'ssouth.
So what would you do in thisinstead of using the write-off
on those?
I, would assume probably what Iwould do is create, it's hard
because you can't, you'd have todo it by per customer.
And you could do an adjustmentin the current year doing like
a, an adjusting you could do onebig journal entry, right?
(01:02:54):
Since you can do multiple ar,and could yes, offer credit that
way and then close'em all out toone place.
And, but you'd have to go backand apply the amount to each of
the customers after you do eachline would be providing the
credit to clear out the for thatcustomer.
Creating credit memos would,probably be the, most preferred
(01:03:18):
thing to do.
But to your point, yes, you'vegotta go in and apply those
credits so that those invoicesdon't show as open.
Yeah.
So yeah, going in and doing aone big journal entry would
probably be the, more, thesimplest one transaction to do
because you're gonna do it allin one day.
You'll be recognized on thatday.
(01:03:40):
You would just still need to gothrough all of those open
invoice and apply.
Those still have to receive thepayment against it.
Correct.
All right, so our last pollingquestion,'cause we're coming in
for a landing here.
Was this helpful?
'cause we certainly want it tobe helpful and learn something
new and we appreciate youjoining us here today.
(01:04:01):
Matthew, any, closing thoughts?
Yeah, actually, so Linda put inthe Facebook feed.
Could you fix the dates withright tool that would, I don't
know.
It'd be a good suggestion maybetool could do something about
it, but it would be find, it'dbe, finding'em would be hard
because they're not going to,you have to go all the way back
(01:04:21):
and find just the right ones.
So I think that would be morechallenging.
Oh wait, no, what if you wentinto the ledge?
Maybe this, she may be ontosomething.
If you went into the bad debtledger with Right tool, you
could batch update the datespossibly inside the bad ledger
and push those dates forward.
Possibly Never tried it.
I'd have to see if it's apossibility, but, you're
(01:04:46):
talking, about if you if youwent through the write off tool
and it then discounted No, go tothe chart of account to where it
got pushed to instead.
Isn't it going to a bad debtexpense?
Yeah.
So if you basically went througha bad debt expense, chart of
account, go to the actualledger, not just the report.
Oh.
And by small small, snag, thereis that an expense account
(01:05:08):
doesn't have a ledger.
That's stupid.
Okay.
You could filter the ledger,nevermind, there's a way I was
speaking of paying all theinvoices, but you still have to
do payments by putting it tosome other, balance sheet.
I was trying to fix the messthough, then using to.
(01:05:31):
If we had to fix the mess, thethought was if you, maybe if you
went into the bank ledger orwhatever, you could still filter
down to bad debt expense thereon your main ledger to, you
gotta find, basically you gottafind the pattern in your main
bank ledger.
When you do that, shrink itdown.
Then you could probably useright tool to change the date.
(01:05:51):
I forget who was asking it.
If you wanna reach out, we couldtry to jump on Zoom and see if
we can mess up your books evenmore if you want.
So that's awfully nice of you.
As always, we have if, you don'twant to talk to Intuit or you
wanna bypass you want to talk tous directly at School of
Bookkeeping, we have quickanswers for that.
(01:06:11):
It it's actually beeninteresting over the last couple
weeks.
The quick answers have beenquick.
Normally there's a lot ofresearch and things like that go
into them, but lately it's beenhow do I do this?
I give'em an answer.
They're on their way and theydon't have to approve anything
of who they are because theycan't get to me without, passing
(01:06:34):
that, hoop.
You can always check that outthere over at school of
Bookkeeping.
So we really appreciate youjoining us here today.
Next time we are gonna be havingthe key all about keyboard
shortcuts.
Ooh.
So we'll be talking aboutshortcuts'cause who doesn't like
a good shortcut?
(01:06:55):
Especially both of us with withour a DD squirrel brains, we
like to take shortcuts.
Yep.
Love it.
All right, so we appreciate youhanging out a little extra time
with us and we'll see you nexttime on the QB Power Hour.
And hope everybody has a greatday and we'll see you next time.
Bye guys.
go.
There they are.
Dan, you gave me top billing,man.
That's so cool.
Thank you.
That's right.
And you're, if you're looking atthe slide from left to you're
first there.
Woo, appreciate it's my goodside is why I did it that way,
so That's right.
Good morning everybody.
I can't say it's alphabetical,but, either way, we're all
(00:55):
friends here.
Welcome everybody to another QBPower Hour happy tax day.
So we, appreciate and certainlyunderstand if if some of you
can't join, be joining us herebecause you are heads down
elbows deep into the the, taxdeadline, either doing the
(01:18):
filings or filing the extensionis probably more apropos for the
day.
But what today we're gonna betalking about the some Intuit
QuickBooks updates, productupdates and, also talk, fielding
some questions and, from ourmore popular posts on our
Facebook group.
So let's get started here.
(01:40):
Always a, fun session.
We try to do these quarterly tomake sure that people are up to
date on the, Shenanigans orgoing on at the, company we know
and love.
My name's Dan the long owner atDan and School Bookkeeping at
Intuit, cohosting today, as wellas over at the workshop
(02:05):
Wednesday at School Bookkeeping.
Appreciate you joining us today.
Matthew.
Hello everybody.
I am Matthew Fulton, my friendsCall Me Spot.
I am the owner of ParkwayBusiness Solutions, the creator
of QB Community Live Facebookgroup.
I do a lot of do a lot ofproject work, a lot of work with
(02:25):
app companies, and they'retrying to integrate with the API
and a lot of workflow stuff.
So as always, happy to be hereand, one more day, folks.
You're almost done.
Just a couple more hours andit's gonna be pretty awesome.
The end is nine.
Maybe not, the best way to saythat.
Today, a little bit about the QBPower Hour.
(02:46):
It's every other Tuesday.
That's why it just happens tofall.
Today on, tax Day at noonEastern we are not eligible for
live CPE, but as, or the AIgenerated Blake, I'm not sure if
that was really Blake in the, atthe beginning.
At the beginning, but maybe itis.
I don't know.
(03:06):
We'll have to ask Blake when yousee him at scaling or something.
But through earmark there is CPEavailable for the Power Hour.
You can always check out ourchannel there.
And if you miss CPE or if youattended an episode and you
still wanna get some CPE, youcan take the Quizizz over at
(03:29):
earmark.
There our channel there, we haveabout six of our prior QB power
hours there, available there forCPE.
And this one will be likely inthe next or so.
Keeping, Q and a, if you havespecific questions, topic that
we're talking about today,please, Q&A, especially if it
(03:54):
is, we can see it.
Sometimes we can address itlive, but sometimes we need to
follow up.
Certainly helps with that.
If you have general comments orchatting type of things you have
the chat as well, and.
(04:15):
Which I believe I gave you thelink, to, put in there.
My helper is, is not behind thescenes today, he's at a doctor's
appointment.
So we're, running on a littlebare bones.
And of course, we have sometechnical difficulties right
before going live.
We will get the posted there.
(04:36):
And we're also seeming to havea, some challenge with the
YouTube live stream.
So lots of things to, to dealwith.
While we, do this live I didwanna do also do a shout out.
It looks like the top 100ProAdvisors were was list was
released today, and I saw somefamiliar faces there, or
(04:57):
familiar names.
There is no faces on a list.
But wanted to congratulateeveryone was nominated and
selected for this year's tophundred.
Congratulations.
Great, to see some, new faces.
And that's one of, I took a nodfrom, Matthew, actually.
(05:19):
And, wanted to not be part,yeah, I didn't wanna apply this
year because I wanted to makeroom for all of the great new
faces that, we're seeing in the,in this community here.
So we all, our own worth.
And so it was we wanna see,other folks, as well.
(05:43):
We do have a Power Hour store.
You can always check that outthere on print Deify.
But what we're gonna do talkingabout here today is some QB in
QuickBooks and Intuit updates.
We'll, unpack that.
We will a little bit aboutdesktop.
Wow.
There's something to talk aboutwith, desktop.
I forgot to put'em in theslides, but we'll talk about, so
(06:07):
please remind, please keep your,we few things with desktop, and
then we'll talk about some ofthe Facebook group posts that,
that, have been gotten, that,that have been gotten, have
gotten some pretty good tractionon our, Facebook groups, as
(06:29):
well.
So our first question pollingquestion is what version do you
use?
Is it QuickBooks Online Desktop,or.
So Matthew go ahead.
We like to ask this question.
People may be noticing we'reasking it frequently here and
there.
We're doing it on purpose.
'cause it's interesting to seewhat the trends may be happening
(06:50):
over time.
So there is some madness behindthe scenes long run for some of
that, as you see it.
We're, interested to see whatpeople are doing and I'm
primarily, I'm still, I'm like99% QuickBooks online.
1%, you know who you are,person, that is desktop that
(07:11):
we're still supporting and such.
And then I do a lot ofmigrations from desktop to
online then too, which is a lotof fun actually.
Yeah, I heard a I saw a note inthere that my voice keeps going
in and out.
Do you hear anything?
Matthew I've been, hearing ittoo.
So actually I'd like to ask, isthat for both of us or is it
just Dan because he is got thesuper bolsters voice.
I can't get that low.
(07:32):
Just Dan.
Okay.
Sorry about that.
All right.
Yeah, so I had to update my myMacintosh and all sorts of new
quote unquote improvements aboutsound and video and things.
So I did put on voice isolationthinking that it would drown out
any kind of background noise.
(07:54):
Is it any better now?
It is.
It seems like it's better.
Okay.
So I'm on standard so much forvoice isolation.
You won't be doing that anymore.
That's now we have audiotroubleshooting to our list of
things that we do on the QPower.
Dan, I'm gonna be coming tovisit you pretty soon so we
(08:14):
could spend some time working onjust your Mac.
I know I'm a PC guy, so it'sworks perfectly for me.
But we can get your Mac to worklike a pc.
So Yeah, you can always tell aMac guy, just tell'em much.
Okay, we can, we got poll wise,both still pretty heavily, which
is what I would expect.
(08:35):
Yeah.
Yeah.
And a mere 5% for solelyQuickBooks Desktop.
So we definitely wanna make surethat we include some desktop
discussion here.
Alright, so let's talk aboutsome of the QuickBooks Online
updates.
Do you wanna talk about theclient access roles?
(08:56):
Yeah, so this one specificallyhas to do with for us
accountants.
So when you've got differentteam members, you now have
better they say granularity ofhow you want to provide access
to different company.
Like within your books as wellas other companies files.
You can really clearly definewhat people can do or not.
(09:17):
So you can make it easier forpeople to either be able to
create, edit, delete, or justview.
As well as some of the laterstuff, of course the pay and
approval aspects of it.
So instead of it being just theway they're laying it out is a
little bit different now incomparison before where like you
clicked one thing and just autogave everything.
(09:37):
Now you can like really finesseit.
And then there's differentaccess across, like the ability
to access your inventory lists,budgets is really important when
you think about like payrollreports and budgets.
I've, had quite a few times withbusiness owners where they don't
want other people to see thatstuff.
'cause it's a sneaky way to seewhat other people get paid or
(09:58):
what the owners are making.
So you had to, there were hardways to try to hide that
information or not provideaccess to that.
And this is now gonna provide alittle bit better control over
that part of it for sure.
Now, I wasn't sure and wanted,to clarify, is this for all
versions of QuickBooks online orsolely QuickBooks Online that
(10:21):
you, believe this is specificfor QuickBooks Online accountant
for our team is what they hadbeen saying on, the article part
of it itself.
Got it, Which your books in,QBOA accountant, is on advanced
(10:41):
per se.
I, would be curious if goinginto some of my advanced clients
if this, this is, certainly anoption for, a lot of advanced,
at least they, tease you with itgive you these options to like,
like you can pretend to uncheckthem but, you actually can't.
(11:04):
Exactly.
But it, it does give you an ideaof what it is what the roadmap
or what the future looks likefor user permissions.
Still not on the it's gettingthere.
I love this.
I.
If you create, edit, delete and,giving the, flexibility to, do
those things.
(11:25):
With I just had a migration fromdesktop to to online.
And, to your point of payrollthey ran their payroll out of a
specific register in the theoperating account.
And then they got the payrollaccount that they were running
everything out of, and theydidn't wanna have people access
(11:46):
to that particular register.
Unfortunately, that's still anall or nothing type of thing.
If you have access to one bankregister, you have access to the
all even in advance.
But anytime that there's a gapbetween desktop and, online
Intuit is hopefully wanting nothopefully, but eventually is,
(12:09):
wanting to close that gap sothat you can essentially do the
same things in desktop as youcan with online.
Yeah.
And I guess one thing I shouldadd onto that is it's not fully
available across all companyfiles yet because I was actually
just trying to go and pull upone of my sample company files
and maybe show it real quick.
But of course the ones I've gotit, you never have the features
(12:30):
and the one you want to have itin.
But I digress.
So this one though, tags, thisis, yeah.
Pretty big.
Yeah.
This has been a an ongoing sagaI guess is, probably the, best
way.
I still seeing some notes of,people my sound still breaking
(12:51):
up.
Is that's what you're stillhearing?
Yeah, I was breaking up a bit.
You could just double checkmaybe your zoom setting also.
'cause your zoom may havechanged if it's got same.
Same.
Okay.
Yeah, it seems to be the same.
As far as what it is, it may bethis headset, which is supposed
to be the super headset, thesounding thing.
(13:13):
And I don't have my AirPods toswitch over to anybody else
knows how funny it is.
As soon as we start to complainabout it, it gets perfect.
It's like when you have aproblem with any program,
there's gr it's like ears.
It's time to hide again.
Okay.
And on your cell phone is,everybody can hear perfectly.
Can you hear me now?
And then, it's whatever you sayafter that.
(13:35):
Alright, love it.
We'll, let me, just turn offthis, okay.
This one here.
And we'll just, so while he isdoing that, what we're talking
about, most people may befamiliar already with QuickBooks
Online, the fact that the tagshave now gone away.
Surprise.
And the question became what areyou supposed to do with this tag
information if you're using it?
(13:57):
I had actually reached out tosomebody, Intuit a couple months
ago was asking like what arepeople gonna be able to do or
not do?
They created this process to beable to take and migrate tags
over to a custom field.
And my question becomes, whenthey did this, they added to the
ability to have a custom fieldon every single level basically.
(14:18):
And other ones they bumped upone, I believe, except for, for
advanced.
Advanced and such like that.
'cause you already had plentythere, am I thinking right, Dan?
Yeah.
Yeah.
Did you it was funny because Iwas thinking back when, tags
first came out, I was in thesame place that I am today
talking about, it's your faultback in, yeah.
(14:41):
Back in in Florida.
It was funny.
It's, become full circle.
But let's talk a little bitabout the timeline that Leo
DiCaprio, dude.
Yes.
Oh, I forgot to put the gate inif there's room for him on the
door.
I'm sorry.
Yeah, it's it was Kate sayingI'll never let you go.
(15:04):
Okay.
Sorry.
But we gotta let go of of tagsbecause of the, this timeline.
So we're in so custom fieldswhere the expanded functionality
started St.
Patrick's Day.
So we're in this point of March17th through May 15th, where you
(15:27):
wanna migrate your tags, andwe'll talk a little bit about
that process.
And, tomorrow on the, workshopwe're, gonna do a little bit
more deeper dive discussionabout this migration process.
But the you migrate your tags tocustom fields we just have in
this window.
Now I can't confirm or deny.
(15:49):
What's gonna happen on May 16thas to whether or not you can
migrate them or not.
Because on May 16th tags becomeread only.
So I would assume that deadlineof May 15th, to migrate your
tags to custom fields is a hardstop.
(16:09):
I plan on it.
Yeah, I would plan on that.
So if you're using tags and youwanna migrate them to custom
fields you have one month now todo that.
So Dan, I know that you're gonnado a deeper dive on, the
workshop Wednesdays.
Yeah.
How does it work though?
So what if you're using multipletags on a transaction?
(16:31):
Yeah.
But you only have one customfield.
That is that's the, when we talkabout, pros and Yeah.
Buts okay.
That is a Yeah.
But, you can only assign one.
Tag or one custom fieldessentially per transaction.
So that is a, that that's a,that, yeah, that's a side effect
(16:57):
of this whole process.
So there is a link there to the,to this Intuit article and I'll
bring that up in Mark.
Just put another good one in forthe chat for insightful
accountant as well.
I'm gonna copy that and paste itover to the live.
Yeah.
Thank you, Murph.
You man.
All right.
So this is the process of,migrating your tags, but
(17:18):
basically tags are beingdiscontinued.
And just one thing to keep inmind about tags, it was
something that was assigned tothe, on the transaction level,
not on the line item detail.
So that leaves, a bit of achallenge to try to figure out
what to do with this.
(17:39):
And, we can only speculate as towhy.
But typically when features arediscontinued, it's typically
because there is non usage,right?
And then you, and then this iswhat happens when they,
(17:59):
discontinue features, they findout how many people were really
relying on that feature.
Aren't they creating their owngraveyard?
Honestly, by doing it this wayall the time, because if you
think about it, I truly neverdove in and did a whole lot with
tags after getting burned by theclasses thing so long ago.
(18:20):
That they shrunk it down.
You had to change it over if youwere gonna use more classes,
tags, just, it seemed like itwas somewhat of a replacement
and it just never really madethe most sense to me.
If they do this and they'realways sunsetting these
functions like that, I don'tthink people adopt the new
features as quickly.
(18:40):
'cause you get worried.
It is if this do I, wanna be, doI wanna adopt this new feature
for only for it to go away?
Yeah.
And that's, a legitimateconcern.
But it's it's a catch 22.
If you don't adopt it, it willgo away.
Yeah.
And, I think that's I'm I welook at some of the new services
(19:04):
like the QuickBooks bill Payservice that was, launched.
I'm a little hesitant to, todive full both ends in the deep
end of the pool of that.
Because I, it I don't want to bethe Guinea pig, of this,
feature, especially when there'sreal money involved yeah.
(19:26):
Of of, a money movement tag's alittle different.
That's a, feature.
There's there's no I'm notharming any relationships by,
that's good point to layer bythat, by not adopting that
feature.
But in in, in to give themcredit at least they did try to
(19:50):
think this through.
It's not perfect.
But it does, I think, lay somegroundwork for them to actually
bring back the fully functional,things that are getting removed
here by the way that they're,doing it.
So what's happening is, they'rereplacing it with a custom
(20:11):
field, because on the surfacethat is essentially the same
thing that a tag was assumingthat one thing that you're
assigning just one tag to, tothe transaction, right?
And they're adopting, aQuickBooks Online Advanced
(20:32):
feature in this custom field,right?
Dropdowns is a custom field thatyou can only specify for a in
advance, right?
You can only define that customfield as a dropdown in advance.
So they are allowing all otherlower versions plus.
(20:52):
Essentials and, even simplestart to take advantage of this
this option, which also thenunlocks to those other other
versions, the ability to createother custom fields with that
dropdown capability.
So it doesn't have to be justfor tags.
(21:13):
Matthew, major time out here.
What that also means, I waswaiting at first be like, oh,
cool.
That means in some of theseother ones we're we'll have a
custom field we could accessthrough the API through
different programs.
That means this new added customfield is not accessible through
the API.
So you can't use it throughthird party apps.
(21:33):
You won't be able to access it.
It's more, than likely.
Yeah.
Yeah.
I would imagine that's not thecase.
It's you, still have access tothose first three.
Yeah.
With essentials and, plus.
But the ones that are definable.
Are off limits so far.
(21:55):
Okay.
So I wanted to show, oh, can youhear this?
Yep.
Oh, wait.
Nope, You'd have to click in.
And then, when you did yourshare, did you share audio?
I did, but with everything thatI've done with the audio, I may
have turned it off.
(22:17):
Let me see here.
Share computer sound.
It's on mono.
Let me just try it again here.
Or maybe there's no audio.
I don't know.
Murphy is saying regarding thenew permissions, I'm guessing
that we will see QBO expansionof the new role settings to be
much closer to the expandedversion found within Intuit
(22:40):
Enterprise.
Yeah, I would agree there.
So when you access the the tagsfrom the from the gear.
There will be an option there toselect migrate tags to custom
fields.
And then when you do that, thenit's going to, give you the
option to name whatever thefield might be.
(23:04):
You can change it to tags, andthen what it's gonna do is it's
gonna take every individual tagthat you have.
One thing that you could do inQuickBooks oh yeah with, tags is
to make a tag group.
But it on the, bottom level ofthe of the tag group, that's
(23:24):
what it's going to put that inas a, custom field dropdown.
So it's only going to allow youto, again to Matthew's point
create one, or add associate onetag, per transaction.
(23:45):
Now you could, if you'reessentials are plus.
You could take up those other ifyou're not using those other
custom fields, you can createessentially a tag one, tag two,
tag three and then create yourown tags in that tag list in
those custom fields, and thenhave multiple tags.
(24:05):
But again, what are you gonna beable to do with that?
Not much yet.
So if I bring up, Jen, can Isteal the share from you real
quick and Yeah.
Okay.
See if I can, if you like Adas,here we go.
Boom.
Share.
All right.
So I just created a while.
He's, while he's bringing thatup.
(24:26):
Is my, audio any better?
Alright.
Should be showing you our, myQuickBooks online right now.
I just created two quick littletags in this as an example.
Like you said, top gear icon, goto your tags, pulls up this
area.
You can then click on migratetags to custom fields.
(24:49):
This is then gonna show upeverything you've got.
It's gonna list all yourdifferent tags.
I just created the two of'em,and then you can choose
basically, so it's got it set uphere.
Choose a type here, what youwant to use it for.
All the stuff like you wouldnormally do, like Dan said, for
cbo, advance, the type of areasyou want to use everything for.
So transaction will be acrosseverything.
(25:10):
Customer would be only customeror vendor, so forth.
Hit save.
Important, note.
If you're, not using advancedand you migrate your tags, it's
only going to be accessible ontransactions.
It's not good point.
It's not something that you'regonna be able to assign to the
customer or the vendor or theproject.
(25:32):
That is something in thisarticle that, lays that out
pretty well.
So I'm gonna share that again.
Okay.
There we go.
Make sure I do the right one.
All right.
Yes, this article is listedlinked in the in the handouts as
(25:56):
well as the, replay page that wehave.
And this is what I was talkingabout here, simple Start
Essentials and plus is adropdown list but only can be
used on transactions.
Whereas in advance you havetransactions, customers,
vendors, and projects to be ableto use that on.
You will have, as somebodymentioned that up to 100
(26:18):
options.
And I thought that the lowerlevels of QuickBooks simple
Start Essentials and plus had alimit on the number of tags or
tag groups.
But I may be confusing that withclasses and locations of plus of
being 40, but they may have justremoved that.
But you ha only will have ahundred maximum in the,
(26:43):
dropdown.
Still only gonna be able tochoose one of them.
So you may modify your your,dropdowns to incorporate some of
those additional tags in the taggroups if you, wanted to.
That's smart.
It's it is just, essentiallythat's what's happening is that
(27:03):
all your tags are going in asone dropdown on one custom
field.
So then it talks about in thesecommon questions at the bottom.
This is a really cool chart, inthis article, which reports
support custom fields.
And this is just in general, notnot in this tag issue, but in
(27:26):
the grand scheme of things.
This is, a pretty cool chart tobe able to see which reports
support custom fields just ingeneral.
And as you, as we do a quickscroll down here, you can see
that advanced checks all theboxes.
So that does give a nod toadvanced as far as adding those
(27:46):
custom fields.
But you can see, and look at anyreport that's in here and
whether or not custom fields, IEyour tag mi, your migrated tags
will actually be usable on thosereports.
So here is, down here at thebottom is the, sad, really sad
(28:07):
part of all this.
Can I create a profit and lossreport by custom field Right now
the answer's no.
So that was the advantage oftags, I think in, the grand
scheme of things, is that youcould tag, transactions on the
transactional level and then runa profit loss by tag.
(28:29):
But you cannot do that afterthis migration because custom
fields does not allow that.
So what about the classes?
No okay why not?
I, why don't I migrate my tagsto classes?
No, you don't have that optioneither, right?
Can you add them in the bank feeand with rules?
(28:53):
No.
So there's a lot of nos here,but, that doesn't mean that it's
no tomorrow, right?
So it's this may be laying thefoundation to to, take care of
that, in the future with,increased functionality.
(29:14):
And you migrate your tags tocustom fields replace on
historical transactions?
No.
So which is why, so the, what'sinteresting, right?
The reporting wise, it says thatthe reporting will still be
available, I think it was foranother year three year.
But after that, yeah, the daterange here is, yeah.
(29:37):
I always get confused with thesedates and years, but May 15th,
2028.
Okay.
You'll be able to view tags andgenerate reports for historical
transactions.
Okay.
After May 15th, 2028, theability to view tags and
generate reports will no longerbe available.
That's reasonable the way it isup till today.
(30:00):
We'll continue that way untilwith tags anyway until May 15th,
2028.
Dan, can you grab the URL thatyou're on for that real quick
and post that into the I canchat.
Thank you.
And for those that are sayingthat their screen is black, it's
hard.
Sorry to hear that.
(30:20):
If that's happening, what youcan do is,'cause I do watch
Facebook as well, live there forquestions, comments.
I added a link there.
Of course, we want you here soforth, but feel free to join
over to Facebook and I willbring your comments in and share
with everybody else just in caseyou're have any kind of a
challenge like that.
And thank you for bearing withus on, some of these nuances.
(30:43):
All right.
So yeah, it's been toxic today.
So these are the yeah buts withthat, so appreciate the Golden
Girls referenced.
So his historical transtransactions are not affected,
so it's not going to go back andput your custom field back on
your historical transactions.
And as Matthew Astutely pointedout, because this is a dropdown
(31:08):
you cannot use something likeSAS, Sassan or some kind of.
Third party to go back and bulkadd these custom fields to those
historical transactions either.
So womp on that.
Reporting is gonna be an issue,right?
So you're not gonna have this,no pl by tag but you will have
(31:31):
historical profit and loss bytag.
That, that ends up being a youend up having two kinds of
reports if during thistransition period.
And then reporting by customfield is gonna differ by
version, and it's not anadvanced custom field in, in
(31:53):
that regard that, you can defineall fields as custom field.
You can either choose the textand number option.
Or the dropdown when you'recreating the custom fields, but
you can't choose the dateoption, which is, the, fourth
option.
Or you can't specifically callit a number, which in advance
(32:15):
allows you to, do a little bitgreater flexibility with with
numbering filter.
Yeah.
Can't migrate it to a class andyou can't add it to the bank
feed.
Nice try.
It's something, it's not just,it's not just they're turning
off the feature, right?
So they, tried to throw a boneand they did add some additional
(32:40):
functionality.
So even if you're not using tagshere in simple Start essentials
and, plus you do have a dropdownas a, as an option for custom
fields.
The people that weren't usingtags in those lower versions
would be like why, did thisoccur?
Now, all right, that's that'stags.
(33:08):
Talk a little bit Matthew, aboutautoma automatic matching
transaction.
Yeah, so there's two things.
There's a couple differentthings going on within the
banking area.
They are currently working andtesting out improvements to the
bank feed area and the waythings are laid out.
But the biggest thing that'sreally come out right now is
this automatic matchingtransaction concept.
(33:30):
So what this is gonna be doingis the more.
When you're using more and moreof the Intuit QuickBooks Online
features, what I mean by that isthe bill pay, the payments and
the payroll, they're starting toautomatically match transactions
since it should already knowthose details.
Now it will only match if it hasthree pieces that all align.
(33:53):
So it's gotta be the date, thename and the amount all have to
be the same.
Otherwise it won't do an automatch.
But the goal is to have it setup to where if you turn this on,
and that's a major caveat, ifyou turn it on, it will go in
and auto match the pieces foryou.
When they do that, you can stillin the bank fee go to the
(34:15):
categorized area and you'll nowhave the ability to see all of
the auto matched transactions.
So you can still undo them atany point in time if you want
to.
So you're not really stuck.
This concerns me, right?
It's kinda like when auto rulesfirst came out that, or the auto
ad rules, it just became anightmare.
(34:37):
So the auto matching, when itworks great.
I think it'll be cool.
But I am a little concerned atthe beginning.
'cause what if you have multiplepeople with the same paycheck?
I know it's supposed to matchthree things, but And happens
all the time.
Yeah.
And with the, is this only forthese these three options for
bill pay, payments and, payroll?
(34:59):
Yes.
Yeah.
It's, really, it's thefunctionality that's the ones
they're saying that they willwork with.
Will it expand in the future?
I'm expecting it probably would.
There are some other caveatsthat had said that depending on
the financial institution thatyou're working with, if they
don't have like unique IDsinside of the transaction lines,
(35:20):
it still may not match themperfectly.
But it is their, transactions,they're matching with themself,
which makes sense.
Yeah.
Yeah.
And I believe they, they arethey're able to, detect so
something in that downloadedtransaction that yeah, they're
(35:41):
not able to, for other,transactions like your Slack,
membership or subscription thosetypes of things that don't
necessarily come down.
They can add something to thattransaction so that they can see
it on the way back.
It's kinda like a boomerangeffect of yeah.
(36:02):
Of those particular transactionsso they can see a little bit
more detail and do somethingwith it.
So to not, to get too nerdy.
'cause when it comes to bankfeeds, it's an area I've spent a
lot of time on hidden behind thescenes in like the actual bank
feed.
There's extra data that we neversee.
Even when you download like aqbo, oh, effects file, CSV file,
(36:26):
there's other numbers thatsequentially order them.
And that's how when you uploadtransactions, if you try to
upload the same transactions settwice, it will actually
eliminate them automatically.
There's aspects of that youwouldn't see as part of it.
And then Kim made a really goodpoint that what they're doing
with it though is they will turnon automatically.
(36:48):
And you may need to go and turnit off.
Yeah.
So if you're seeing stuff that'sthere, it's like automatically
being added or you're not seeingit, go check that out for sure.
Do I do suspect that and,appreciate that there is a, an
option to opt out?
Yeah.
And not do it automatically.
(37:08):
Especially if it has undesiredconsequences.
Whoops.
So the payroll, anything youwanna talk about here?
Payroll.
The payroll, paycheck stuff.
Same kind of, basically the samekind of a concept.
This one I feel a little bitbetter about.
I don't know why, but I just do.
Because it is so much easier forit to just line up the paychecks
(37:28):
and have everything set up.
The, payroll tax payments isnice, but it draws a very like.
Very important thing.
I hope you are reconciling yourpayroll liabilities minimum
every month, right?
So we've always set it up thatwe prefer taxes to be paid
immediately, right when thepayroll is ran, which nowadays
(37:51):
they're pulling the money forthat anyways.
Actually, doesn't that go intoeffect this month, Dan?
Or was it, I think maybe it wasfirst, sorry, was I was
answering a question.
I always like to wait until Isee you typing, looking away so
I can ask a question.
I feel it's perfect.
It's a really good friendlypartners thing to do there.
So they were setting up inpayroll where they will impound
(38:12):
your payroll taxes immediatelyso that way they ensure okay, so
they are already doing that.
They're already doing it.
I thought so.
I thought that had alreadystarted.
And by setting up theopportunity to earn money on the
float.
I think that is, that's, likelywhy they turned it on right away
in the overdrawn charges.
(38:32):
Yes.
It, by having it all set up towhere it's all taken the same
day, it should make it easier toreconcile your payroll
liabilities like immediately.
Usually that's, what we'vealways done, put a one in the
comments.
If you love reconciling payroll,put a two if you hate it.
(38:54):
I'm gonna say that we're notgonna see a lot of ones, here.
All right.
Some, news about the IntuitEnterprise Suite.
This is not the QuickBooksdesktop enterprise, but wanna
talk about some of the thingsthat you noticed there, Matthew?
Yeah, so I was grabbing this, Ifound this section and one of
(39:15):
the emails was coming out frommy sales rep because they're
continuing to evolve and makethings.
To enhance it.
The thing I really like best I'mmost excited about is for Intuit
Enterprise, it's theintercompany transactions.
So I have I'm working with thiscompany from Guam and Saipan.
They've got multiple entitiesand it's, and there's so much
(39:38):
back and forth where they'repaying this bill for that one,
they're sending money back andforth that this ability to
intercompany transfers willreally help speed that up.
So now you can do all this stuffdirectly from the bank feed or
the expense form of the bill.
So instead of having to go rightnow, I have to.
I'm basically doing it with twobrowsers open with one kept on
(39:58):
each one.
So we're doing'em both sides atthe same time.
So something doesn't get missedmakes it a lot easier to do it
all inside the one dashboard,the one place, ability to do
forecasting, profit and lossdown to the dimensions as quick
reminder dimensions are likeseparate class lists that you
can have multiple dimensions ontransactions.
(40:21):
So you could have a dimensionwould be different regions.
It could be differentsalespeople.
It could be a whole bunch ofdifferent stuff.
And then you can customize yourworkflows as well as the
workforce management updates.
So the paycheck correction forclosed quarters.
So that's all gonna be in IES aswell, which is pretty, should be
pretty interesting how thatworks.
(40:42):
I haven't played with some ofthis stuff yet though.
Yes.
And Mary in the chat, ask thequestion that we're all a
wondering when are, accountantsand ProAdvisors gonna get access
to, to be able to play aroundwith some of this stuff?
And I don't think so right nowthat is, ask my Magic eight
(41:02):
Ball, answer, unclear ask againin probably six months.
So I don't know if and when thatwill happen, because I've even
asked for it and was, haven'tbeen able to get a a hold of one
for myself and Lynette.
We are specifically talkingabout the online version of
Intuit Enterprise Suite, insteadof not the desktop version.
(41:28):
But yeah, it's tough and, Ithink we're still in the
honeymoon phase of IntuitEnterprise Suite.
They're, Intuit is stillprobably trying to figure out
the, whole sales cycle becauseit is a multi conversation, type
of discovery, figuring out whatwhat, people actually need.
(41:49):
I wouldn't, I just because ithas the word enterprise in it
doesn't mean that all of yourdesktop enterprise clients are a
good fit for it.
Correct.
I think at this point it's the,entities that are on online
already that have multipleentities, and some heartache
(42:09):
about that are right now abetter fit that for inter Intuit
Enterprise Suite than somebodyon QuickBooks Desktop that has
multiple desktop files that theymight want to.
Now that may not be the case,right?
Depending on their workflows.
It's there's no, one size fitsall, for whether they're a good
(42:30):
fit for it or not.
It's really just a matter ofunderstanding, what, what
struggles they, they have and.
Whether they would be addressedwith, a lot of, with some of
these things.
One thing that I'm a littlecautious leery about with,
(42:51):
Intuit Enterprise Suite isagain, all of the, the things
that make Intuit and, working inQuickBooks online.
Great.
Having payroll and bill pay andall of these integrations
because they can take thoseintegrations to a next level is
(43:11):
that's putting all of your eggsin one basket.
If one of those eggs goes sour,that could potentially spoil the
entire basket.
I have to add real quickly,Rachel's watching online.
She said, I love reconcilinganything.
Of course she does.
Okay, so let's add, let's askour next one, next poll
(43:35):
question.
Would you use the automaticmatching feature?
Yes.
No.
Or I'm gonna wait.
Yeah, I should put on there onlywhen Dan and Spot say it's okay
too.
That's right.
Yeah.
All right.
So desktop updates.
(43:56):
Hey Dan, don't forget to talkabout the desktop updates, all
that.
Okay good, Thank you.
Yeah, got you back.
So I noticed this the last timeI did a desktop migration is now
you're gonna have some choicesof what you want to bring over.
So you can choose to migrateonly accounting data or only
payroll data, or you've got yourlist and balances as well as
(44:21):
everything, so you, can now geta start to get a little,
granular on the kind of data.
You still don't have the optionto choose a date right there on
the migration screen and, choosethat date.
Because there's a lot more to gothat goes into that than just
choosing a date and time.
(44:42):
But you can now choose migratingonly just the accounting data,
if they're gonna do payrollelsewhere, or if they're just
doing payroll and you want tokeep it separate you can
certainly now do that as, aswell.
A couple other superficialthings with with QuickBooks is,
(45:02):
now, real quickly though, beforeyou jump off that, just to close
this one out, what was I foundconfusing on this is when I dove
in deeper to try to get moreinformation, it was also talking
about if you've got a disparateQuickBooks Online payroll and
you still have the desktop stuffand you want to get the stuff to
all match together, they startedto explain like this round
(45:24):
tripping situation.
I think the point there was ifyou had QuickBooks Desktop, you
were using payroll for a whilethere, but then you got set up a
whole different standaloneQuickBooks Online payroll, and
then you had data there.
How do you make it to where yourbooks actually has all the
payroll stuff inside of it also?
Was is that part of thefunctionality of this or, I
(45:47):
always thought I always look atit from the, perspective of
whatever's in the desktop filewill go out to QuickBooks
Online.
Okay.
And, that's the, desktop file isthe source of truth.
Yeah, if you are usingQuickBooks online payroll with
your desktop which is, still,which is a possibility, and you
(46:09):
can export those transactionsinto QuickBooks, desktop.
I, I file, those transactionsalready exist, but the payroll's
not set up that accounting datais gonna, there's no need to
combine the two right at thatpoint.
Perfect.
You could at that point, I,imagine you could migrate your
(46:31):
accounting data into yourQuickBooks Online payroll, but
then that's gonna be a littlebit weird.
I, no, I, okay.
I remains to be seen there.
That, that, that sounds like amess waiting to happen.
I was worried about it.
So we'll report back maybe alittle later on it.
So what those other features dofile first, don't overwrite your
data.
(46:51):
Yeah.
That's for.
And then you, the, it'srecertification time, right?
You had other desktop ones I'msupposed to remind you that I
cut you off on.
What were those?
Oh, some small superficialthings on all reports.
Now in QuickBooks Desktop, thereis a search feature.
(47:12):
So you can if you're looking fora specific dollar amount or,
something on there, you cansearch within the report itself
as well as something that I hadnoticed, but I told my client
about it and he's not seeing it.
So I'm, I still need to doublecheck.
But, and I, checked everywhere.
(47:33):
I even wrote a blog articleabout it because I was so
excited about it because I,thought I found like something
that was missing.
But when you have a bill ofmaterials so we're talking about
inventory with assembly items,and you have a bill of materials
with a subassembly as part ofthe bill of materials, like if
you're.
(47:53):
Creating a computer building acomputer, and you have to build
something that goes into themainframe of the computer or a
bicycle, and that, the, shifterassembly going into the, en, the
entire assembly item.
When you print your bill ofmaterials, it only shows that
first level typically.
(48:15):
But a lot of times, andespecially in this client's
case, components of all of the,sub assemblies and see what's,
what does it take to make onecomplete finished good, to make
sure that they have enough onhand, right?
So printing that bill ofmaterials was a little
problematic because it wouldonly print the bill of materials
(48:39):
and these, the sub assemblies.
And they had several nestedassemblies.
And in 2024 latest version.
I was able to have a,subassembly be a bill of
materials, and then when I, whenyou print a shortage report,
like you make a go to, a build,make it pending, and then print
(49:02):
a the shortage report, itprinted out all of those, those
components.
So I was really excited aboutthat, but they're still having
problems with it, so I stillneed to make sure that's that's
the possibility.
They may have multiple nestedassem, nested sub assemblies,
but I was really excited to seethat at least one level deep you
(49:25):
could see all of the components.
And then every list is nowsearchable so you can find
within the list as long asyou're on the, latest release.
There was in the Facebook groupsand I don't have the, post of
that, but, there was a, breakagein, an update it looks like.
(49:51):
One release of release 13 for2024 broke, some memorized
reports but they did fix that.
Assuming that you never had thisproblem and it's now safe to
update to, to the latest versionwithout fear of breaking your
memorized reports.
(50:12):
Cool.
Dan, did you close the poll?
If you wanna do that and as Italk real quickly about the
Sure.
Research stuff here.
Recertification is about to openback up April 28th.
Means my good friend Linda,while I'm flying back, will be
getting her certification doneso she can be the very first
person as always in the world.
(50:33):
And it's open from April 28ththrough June 30th.
Now, something cool they'redoing is.
Every week during that period oftime, anybody who's completed
their recertification will beentered in for a drawing for a
$250 Visa gift card.
Which means if you do it at thevery beginning, your odds are
dramatically better sincethere's a lot of us that
(50:53):
procrastinate to the very end.
So you have a better chance tobe drawn for that Visa gift
card.
The exam is supposed to coveradditional information this time
on the recertification portionof it.
Of course QuickBooks onlineaccountant, the enterprise suite
stuff, as well as Intuit assistand the normal, a lot of the
other stuff as well.
So there was a question also inthe chat here in Zoom, so I'll
(51:16):
draw attention to as well.
QuickBooks level one is, it'sbasically equivalent to what was
the basic before.
Level two is equivalent of theadvanced.
It's so they can continue to adddifferent levels with different
things and make it a little bitsince they use the word advanced
on everything nowadays, theywant to, one last thing to call
advanced.
Yeah.
(51:37):
Is, a good thing.
They'll come up with two plusnext, so that'll be good.
2.1.
All right.
I think it's worth stayingrecertified, Lynette.
I'm gonna say it because trustme, if you don't recert and you
have to redo it all again, it'shorrible recert.
So some things that you noticedthere about am I going crazy?
(51:58):
Yeah.
I feel like every time we shouldhave this little slide up and we
can just tell people about bugsand glitches that we're
experiencing or hearing about.
So recently search function wasjust absolutely horrible.
If you were just trying to usethe magnifying glass, you do a
quick search, it wouldn't pop ananswer.
You'd have to go to the advancedarea, then you could search and
you get stuff to pull.
(52:18):
Correct.
And then bad URLs were gettingcreated all the time and giving
us this smoking machine,basically.
Dan, is that your computerthere?
I think so.
With, everything that's going onhere.
All right.
So I wanted to talk about thisthis Facebook post.
I'm trying to summarize it'causethere's a lot to read here.
(52:39):
But basically what was happeningis that the, client wasn't
signed up for, QuickBookspayments.
They sent out an invoiceQuickBooks, gave the client the
option to pay via a CH clientdid, and they got charged.
The, fee, which that is, that'sa thing, right?
(53:00):
So even if you don't have, ifyou have payments and you
disable all of the paymentoptions when it sends the
invoice, it will offer thecustomer to pay by a CH assuming
that they agree to the fee,which is the not, the ProAdvisor
(53:21):
rates, it's the standard rates,which is 1% of the transaction,
no cap.
Okay.
So they got charged$25 for a$600invoice.
That does not seem 1%.
Just no doing the math here.
I think they paid by creditcard, but that may be the case.
Or maybe there's a minimum, Idon't know, maybe like four.
(53:43):
It's actually almost four point.
Yeah, two 5%.
If I'm gonna be nerdy then, butthen what happens is, now this
is a proof of concept, for,QuickBooks to come back to the,
client and say, look how easy itwas to get paid with QuickBooks
payments.
And now they didn't want it theydidn't wanna sign up for it, but
(54:04):
in order for them to receive thefunds that the client decided to
pay for, they would have to payor they would've to sign up for
for the service in order forthem to do it.
Now, in this case, they wouldget the full$600 because the
client is paying the, fee.
It's a, it's an interesting wayto position this service, I
(54:27):
think is the nicest way to putit.
Matthew, you were shaking yourhead.
You did not agree that this no.
I'm, really disappointed onthis.
I see, I guess I see wherethey're coming from.
I've heard about this before.
First time I heard about thiswas, from a, good friend that
was experiencing this they hadmerchant processing.
(54:48):
The person had merchantprocessing set up, and for some
reason it still pushed throughand was asking them if they
wanted to, did the whole$25thing and gave them this thing.
Do you wanna do this?
I know for sure that person thatsent the invoice.
Was set up with Intuit MerchantProcessing at the time, and I
tried finding out what this wasabout back then and couldn't
(55:10):
find it anymore.
Talked to Intuit support, theycouldn't tell us.
I don't like this part.
Yeah the, concept of it is haveyour client pay your fee
instead, from my understanding,there's certain states you can't
even legally do that.
And so I wonder if they'retaking, if they're paying
attention to that, if they'retrying to do that as well.
Yeah.
That just makes us look bad,especially if we don't know
about it, like we're trying tocharge our client.
(55:31):
That's exactly, and I knowthat's a common question.
Like I'm getting annoyed withthe amount of convenience fees
that I'm now having to paybecause people are doing that.
And, itemizing out the,transaction fee, for, payment
processors and, calling it aconvenience fee.
(55:52):
This is one way to address that.
You can turn off all paymentoptions and the, client would,
should be able to, opt intopaying the fee.
So to them it's a conveniencefee, but you're just not getting
any of the, so Dan, does thatmean you took off the last
polling question?
We're not gonna do theconvenience fee for this
(56:13):
episode.
Maybe not.
Okay.
But we did this at the workshop.
We did a, a, se a session onthis a little over a year ago.
But this is talking about, howIntuit is creating half creating
(56:34):
payments accounts and givingpeople the option to be able to
pay and pay by that.
And again, this then puts thosefunds in in a holding bin.
Because if they it's, almostlike you have to, I.
(56:56):
Be ahead of Intuit.
Yeah.
When this happens andcommunicate that because without
them, knowing that what'sactually gonna be happening and
of course this is all for newaccounts, right?
So this will not be somethingthat a brand new person to
QuickBooks would be aware of.
(57:20):
Even if they aren't, but they'regoing to get they've set up the
the payment account and have setit up so that when the customer
pays, then they have to finishsetting up the account and
applying for it in order forthose funds, to be released.
Which, if the company is notapproved I don't know what
(57:43):
happens to those funds.
Do they give it back?
Do they refund it to thecustomer?
Is that a headache?
Let's say they're in the adultindustry or one of the other
industries that don't that theQB payments does not support.
Who knows?
But by doing it this way thatbypasses you as the accountant.
(58:05):
And as what if it bounce?
What if it bounces?
I'm sorry, I just thought ofthis.
What if the payment bounces orsomething, right?
They charge that fee.
Are they gonna still take the,and like you didn't ask for it
to be set up that way.
Are you gonna still get yourmoney?
Are they gonna take it back fromyou and then you like Yeah I
would not wanna be on the otherside end of that call.
(58:27):
If that's the case.
Okay.
But if the customer paysQuickBooks user needs to finish
applying, and they're gonna get,at that point, the MSRP rates,
which are higher yeah, there'sno cap on the on the a CH fee.
And if you're signed up forrevenue share then you won't get
any of that either.
(58:48):
Whoops.
Nope, that audio worked.
Okay.
That audio worked, butapparently there's no audio in
the, tags video.
But a lot of people don't evenknow that there's a revenue
share option.
So we wanted to talk a littlebit about that.
With payments you get a 20%revenue share for three years.
(59:10):
It's only for payments.
You can also do QuickBooksonline subscriptions and get
that.
But the good news is, withpayments the clients gets the
lower ProAdvisor preferredrates, right?
So that's, and there's no costif they never use it unless they
(59:30):
have disabled all.
All of those things.
And we, talk about the othersituation, but if you go into
your benefits inside of the QBOAunder ProAdvisor you can see
under the discounts for yourfirm, QuickBooks Payments.
There's the revenue share portalor get the discount.
You can share that with yourclient.
(59:51):
Other cool thing that I noticedis that if you are enrolled into
this revenue share program, whenyou create a QBO subscription
directly within QuickBooks, youcan opt them in at your rates.
So it's already set up for youto be able to partake in that
revenue share option with withpayments.
(01:00:14):
We do have a payments resourceover at School Bookkeeping.
It's a com.
It's a course we tried to maketo scour the web and put it all
in one place.
And it's totally free.
Because I do like the idea ofQuickBooks payments.
I don't like this idea inQuickBooks payments with what
they're doing, but, GI Joe said,knowing's half the battle.
(01:00:42):
And if you don't wanna referclients, you can refer through
us.
So it's yep.
Appreciate that.
We'll do that.
We are a little, running alittle over.
If you can stay, great.
If not, we know you gotta, we,it's a busy day.
Yeah.
It's just taxes.
Don't worry.
You got extra time.
I'm trying not to say anythingpolitical.
(01:01:04):
Okay, so I use the QuickBooksaccountant tools today to write
off about a hundred ar invoicesto bad debts.
I had to close books set to 1230, 20 24, so I could still
record my year and adjustments2031.
So after writing all of thoseinvoices off, I found that they
were all written off using theoriginal dates of the invoices.
(01:01:25):
So is there way to basically,yeah this is, one of those
things that, it's, one of thenuances of of, QuickBooks online
with the accountant tools,right?
When you go to write offinvoices, the way that
QuickBooks does it inside ofQuickBooks Online accountant is,
(01:01:46):
instead of making a transactiontoday to write off that ba, all
of that bad debt what it does isit goes to each individual
transaction and discounts it tobad debt.
And that means.
That every transaction is nowmodified on the date that it was
cr that it's the transactiondate instead of the date that
(01:02:10):
you're actually recognizingthere's some wind going on.
It's a ghost.
Yeah.
It's the ghost of tax passed.
Yeah.
The ghost of write-off past justpassed through here.
I think we had some kind of dustdevil or something.
Linda, are you okay?
(01:02:31):
Because she's right, she'ssouth.
So what would you do in thisinstead of using the write-off
on those?
I, would assume probably what Iwould do is create, it's hard
because you can't, you'd have todo it by per customer.
And you could do an adjustmentin the current year doing like
a, an adjusting you could do onebig journal entry, right?
(01:02:54):
Since you can do multiple ar,and could yes, offer credit that
way and then close'em all out toone place.
And, but you'd have to go backand apply the amount to each of
the customers after you do eachline would be providing the
credit to clear out the for thatcustomer.
Creating credit memos would,probably be the, most preferred
(01:03:18):
thing to do.
But to your point, yes, you'vegotta go in and apply those
credits so that those invoicesdon't show as open.
Yeah.
So yeah, going in and doing aone big journal entry would
probably be the, more, thesimplest one transaction to do
because you're gonna do it allin one day.
You'll be recognized on thatday.
(01:03:40):
You would just still need to gothrough all of those open
invoice and apply.
Those still have to receive thepayment against it.
Correct.
All right, so our last pollingquestion,'cause we're coming in
for a landing here.
Was this helpful?
'cause we certainly want it tobe helpful and learn something
new and we appreciate youjoining us here today.
(01:04:01):
Matthew, any, closing thoughts?
Yeah, actually, so Linda put inthe Facebook feed.
Could you fix the dates withright tool that would, I don't
know.
It'd be a good suggestion maybetool could do something about
it, but it would be find, it'dbe, finding'em would be hard
because they're not going to,you have to go all the way back
(01:04:21):
and find just the right ones.
So I think that would be morechallenging.
Oh wait, no, what if you wentinto the ledge?
Maybe this, she may be ontosomething.
If you went into the bad debtledger with Right tool, you
could batch update the datespossibly inside the bad ledger
and push those dates forward.
Possibly Never tried it.
I'd have to see if it's apossibility, but, you're
(01:04:46):
talking, about if you if youwent through the write off tool
and it then discounted No, go tothe chart of account to where it
got pushed to instead.
Isn't it going to a bad debtexpense?
Yeah.
So if you basically went througha bad debt expense, chart of
account, go to the actualledger, not just the report.
Oh.
And by small small, snag, thereis that an expense account
(01:05:08):
doesn't have a ledger.
That's stupid.
Okay.
You could filter the ledger,nevermind, there's a way I was
speaking of paying all theinvoices, but you still have to
do payments by putting it tosome other, balance sheet.
I was trying to fix the messthough, then using to.
(01:05:31):
If we had to fix the mess, thethought was if you, maybe if you
went into the bank ledger orwhatever, you could still filter
down to bad debt expense thereon your main ledger to, you
gotta find, basically you gottafind the pattern in your main
bank ledger.
When you do that, shrink itdown.
Then you could probably useright tool to change the date.
(01:05:51):
I forget who was asking it.
If you wanna reach out, we couldtry to jump on Zoom and see if
we can mess up your books evenmore if you want.
So that's awfully nice of you.
As always, we have if, you don'twant to talk to Intuit or you
wanna bypass you want to talk tous directly at School of
Bookkeeping, we have quickanswers for that.
(01:06:11):
It it's actually beeninteresting over the last couple
weeks.
The quick answers have beenquick.
Normally there's a lot ofresearch and things like that go
into them, but lately it's beenhow do I do this?
I give'em an answer.
They're on their way and theydon't have to approve anything
of who they are because theycan't get to me without, passing
(01:06:34):
that, hoop.
You can always check that outthere over at school of
Bookkeeping.
So we really appreciate youjoining us here today.
Next time we are gonna be havingthe key all about keyboard
shortcuts.
Ooh.
So we'll be talking aboutshortcuts'cause who doesn't like
a good shortcut?
(01:06:55):
Especially both of us with withour a DD squirrel brains, we
like to take shortcuts.
Yep.
Love it.
All right, so we appreciate youhanging out a little extra time
with us and we'll see you nexttime on the QB Power Hour.
And hope everybody has a greatday and we'll see you next time.
Bye guys.
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