QuickBooks Online Introduces Chart of Accounts Templates

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. Sponsors LiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay (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) ask@uqapodcast.com 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.