Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also speculate on pricing, integration with third-party apps, and how this new offering might reshape Intuit's relationship with solution providers and ProAdvisors.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

Links/Apps Mentioned in this episode:

• Firm of the Future Article - https://www.firmofthefuture.com/product-update/intuit-launches-new-solution-intuit-enterprise-suite/
• IES Terms and Conditions- https://www.intuit.com/legal/terms/en-us/enterprise-suite/online/
• In the Know Handouts - https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2FmqGQ9PvRSTuzxNO0gVbf_September%202024_InTheKnow_Handout.pdf
• IES Accountant's Showcase & Training - https://www.intuit.com/enterprise/accountant/?CID=ITK__US_IES__acct_webinar_
• Hector’s Reframe Conference - https://www.reframe2024.com/
• Hector's App - RightTool www.righttool.app
• Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
• Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
• Intuit Connect Conference www.quickbooksconnect.com
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
• QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

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• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:27) - New Intuit Enterprise Suite
• (01:25) - Initial Reactions and Key Features
• (03:32) - Pricing Speculations and Customization
• (09:21) - Multi-Company Management and User Permissions
• (14:10) - Cross Entity Workflow Templates
• (22:30) - Advanced Reporting and Project Management
• (36:00) - AI and Integrations: Profitability Monitoring
• (46:52) - AI Forecasting
• (49:35) - Future Enhancements and Industry Customization
• (52:33) - Upcoming Events and Training

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

• Links/Apps Mentioned in this episode:
  • Hector’s Reframe Conference - https://www.reframe2024.com/
  • Hector's App - RightTool www.righttool.app
  • Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
  • Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
  • Intuit Connect Conference www.quickbooksconnect.com
  • Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
  • The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
  • QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (00:48) - Exactly What to Say to Accountants
• (02:04) - Alicia's Experience with the Book
• (03:56) - Implementing the Book's Principles
• (09:07) - Key Principles from the Book
• (17:02) - Practical Applications and Examples
• (24:15) - Alicia's Email Example
• (31:16) - Wrapping Up and Final Thoughts

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect

• Links/Apps Mentioned in this episode:
  • Hector’s Reframe Conference - https://www.reframe2024.com/
  • Hector's App - RightTool www.righttool.app
  • Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
  • Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
  • Intuit Connect Conference www.quickbooksconnect.com
  • Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
  • The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
  • QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (01:29) - Unexpected Bank Fees
• (06:04) - QuickBooks Payments and QSP Benefits
• (16:46) - New QuickBooks Features: Intuit Documents
• (23:24) - Google Drive and Dropbox Integration Plus Mobile Device Uploads
• (30:41) - Understanding the QR Code Workflow
• (36:25) - New QuickBooks Login Page and Speculations
• (39:00) - Challenges with QuickBooks Modernization
• (44:27) - Import Data Screen: Cosmetic Changes and Limitations
• (51:42) - Upcoming Events and Conferences