Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.

• (00:00) - Welcome to the Unofficial QuickBooks Accountants podcast
• (00:39) - Congratulations to OnPay
• (03:25) - Tags Discontinued
• (05:00) - QuickBooks Solopreneur Updates
• (06:48) - Migration from QuickBooks Desktop to Online
• (10:19) - QuickBooks Live Expert Cleanup
• (16:58) - QuickBooks Customer Hub Powered by Mailchimp
• (19:16) - New Recurring Payments Feature
• (24:11) - Outro and Upcoming Classes

Links Mentioned in this episode:

• January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/
• Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242

Alicia’s classes:

• Year-end Cleanup and Tax Prep: http://royl.ws/yearend
• Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
• Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business

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Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as developments in e-commerce integrations and Credit Karma financing options.

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

Links/Apps Mentioned in this episode:

• http://royl.ws/yearend
• http://royl.ws/QBO1099
• https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online
• https://royalwise.com/
• https://akadian.com/

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• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:49) - Margie's Background and Journey
• (05:19) - Biometric Logins and Modern Report View
• (07:12) - Add a Note in Modern Report View
• (09:59) - Payroll Updates and Enhancements
• (16:06) - E-commerce and Inventory Integrations
• (21:14) - PayPal Integration and App Transactions
• (24:45) - Limitations of Current System
• (25:47) - Exciting New Feature: Printing Bills
• (26:17) - Expense Claims and Bill Pay Updates
• (30:15) - QuickBooks Time Settings
• (33:45) - Financing Options with Credit Karma
• (44:05) - New Features and Updates Recap

Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods.

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:43) - Dan DeLong's Background and Experience
• (03:12) - The Importance of 1099s
• (04:58) - Complexities of 1099 Forms
• (09:22) - Gathering Recipient Information
• (11:36) - Using QuickBooks Online for 1099s
• (28:46) - Contractor Center in QuickBooks Online
• (32:48) - Introduction to 1099 Preparation
• (33:10) - New 1099 Wizard Features for 2025
• (34:34) - Manual vs Automated 1099 Preparation
• (36:40) - Cost and Billing for 1099 Services
• (41:28) - Step-by-Step 1099 Preparation Process
• (54:25) - Final Tips and Best Practices
• (57:30) - Upcoming Classes and Collaborations
• (01:00:58) - Conclusion and Closing Remarks

Links/Apps Mentioned in this episode:

• Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
• Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
• Alicia's QB Desktop to QBO Class https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online
• Dan's schoolofbookkeeping.com
• Dan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1
• https://www.qbpowerhour.com/

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