Look What We Found: June Edition - Interface Updates and Banking Feed Revolution

Update: 2025-06-19

Description

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.

Sponsors

(00:00 ) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:34 ) - Company Updates and Good Problems

(01:08 ) - Interface Changes in QuickBooks

(03:30 ) - New Features in QuickBooks Expenses

(08:20 ) - Settings and Notifications

(18:12 ) - Banking Feed Enhancements

(22:13 ) - Error Correction and New Feature Introduction

(22:28 ) - Request Info Button in Banking Feed

(26:14 ) - Intuit Drive and Document Storage

(29:51 ) - Rumors and New Features in QuickBooks

(34:02 ) - QuickBooks Time Integration

(35:39 ) - Fusion: The New Interface

(41:05 ) - Upcoming Events and Announcements

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!

Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

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