Forecasts in QBO Advanced

Unofficial QuickBooks Accountants Podcast

תוכן מסופק על ידי Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

4M ago 34:47

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In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful.

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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast Episode 22
(02:41) - Overview of new QuickBooks Online Advanced forecasting feature
(05:23) - Details on how forecasts work compared to budgets in QuickBooks
(09:39) - Discussion on choosing timeframes to base forecasts on
(13:05) - Explanation of workflow to create a forecast
(18:54) - Lack of reporting and issues with forecast feature
(21:32) - Rating usefulness of forecasting without reporting
(26:27) - Suggestions for improving multi-year forecast reporting
(28:53) - Additional desired features and wrap-up

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

44 פרקים

#Tech #Business News #News #Hector Garcia & Alicia Pollock #Alicia Pollock #CPA.CITP #Hector Garcia #QuickBooks #Technology #Software #CPA #Accounting #Certified Public Accountant #Tax