QuickBooks Online Introduces Chart of Accounts Templates

Unofficial QuickBooks Accountants Podcast

Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.

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• (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
• (03:01) - Custom report builder
• (06:06) - Hector and Alicia walk through the new chart of accounts templates
• (14:31) - Applying the template
• (22:12) - Hector and Alicia tried it out
• (25:34) - Other actions you can take after creating the COA
• (26:29) - Please submit feedback to Intuit
• (27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode!

Send your Questions/Comments (we could read/answer them on air) [e-mail]

Links/Apps Mentioned in this episode:

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

This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.