Hector and Alicia explore Intuit's strategic positioning of Enterprise Suite as a mid-market solution distinct from QuickBooks Online Advanced. They break down the key features released in December 2024, including enhanced multi-entity reporting, construction-focused tools, and dimensional reporting capabilities. They discuss pricing considerations, feature limitations, and share their insights on Intuit's development roadmap for this new platform aimed at bridging the gap between small business accounting and full ERP systems.

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:26) - Introduction and New Developments in Intuit Enterprise Suite
• (03:58) - Positioning and Market Strategy
• (10:16) - Pricing and Multi-Entity Features
• (14:33) - New Features and Updates
• (20:23) - Construction-Focused Enhancements
• (23:49) - AI and Workflow Innovations
• (26:38) - User Permissions and Granular Controls
• (30:00) - Future Predictions and Final Thoughts
• (31:46) - Introduction to Multi-Entity Reporting
• (33:14) - Manual Eliminations Explained
• (37:07) - Challenges with Multi-Entity Management
• (40:36) - API and Integration Concerns
• (45:31) - Future Developments and Focus Areas
• (48:30) - Challenges and Recommendations for IES
• (56:18) - Conclusion and Upcoming Updates

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
• Reframe 2025 Conference https://reframe2025.com/
• Hector’s RightTool: http://righttool.app
• In the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6

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

Hector and Alicia dive into the latest QuickBooks updates from December 2024, including new ProAdvisor discounts for Bill Pay Manager and the rollout of Intuit Assist's AI-powered billing features. They explore the practical implications of these changes, with Hector raising important security considerations about the new email-to-bill functionality.

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:33) - QuickBooks Online Bill Pay Manager Updates
• (05:29) - ProConnect Tax Enhancements
• (07:27) - Intuit Assist and AI Features
• (20:14) - Future Developments and Features
• (21:13) - Firm of the Future Highlights
• (24:05) - Upcoming Events and Announcements
• (31:50) - Hector's Farewell and Podcast Transition

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
• Reframe 2025 Conference https://reframe2025.com/
• Hector’s RightTool: http://righttool.app
• In the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6

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

A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement.

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:44) - Official Announcement: Tags Discontinued
• (03:45) - History and Evolution of Tags
• (05:03) - Benefits and Limitations of Tags
• (08:29) - Potential Transition to Custom Fields
• (12:15) - What Will Happen to Tag Users
• (21:30) - Reporting and API Implications
• (26:49) - Migration of Tag Data: Key Questions
• (29:25) - Timing Concerns: Why During Tax Season?
• (32:21) - Potential Issues with Custom Fields in Bank Feeds
• (38:50) - Upcoming Events and Announcements
• (44:23) - Farewell and Future Plans for the Podcast

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
• Reframe 2025 Conference https://reframe2025.com/
• Hector’s RightTool: http://righttool.app

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