About this episode
Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience. Sponsors Bluevine - https://uqb.promo/bluevine Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF) Settle - https://uqb.promo/settle TeamUp - https://uqb.promo/teamup (00:00) - Welcome to the Unofficial QuickBooks Accountants podcast (00:39) - Congratulations to OnPay (03:25) - Tags Discontinued (05:00) - QuickBooks Solopreneur Updates (08:45) - Migration from QuickBooks Desktop to Online (12:16) - QuickBooks Live Expert Cleanup (20:16) - QuickBooks Customer Hub Powered by Mailchimp (22:34) - New Recurring Payments Feature (28:41) - Outro and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com Links Mentioned in this episode: January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/ Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242 Alicia’s classes: Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBO Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding