QB Power Hour Podcast

QuickBooks Gratitude 2025: Features We Love [11.25.25]

• Dan DeLong

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Celebrate Thanksgiving with us as we share the QuickBooks 2025 features we’re most thankful for! Join our live webinar to explore new tools and tips that make your bookkeeping easier all year long.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction and Thanksgiving Week
01:47 QuickBooks Features We Love
02:43 Intuit and OpenAI Partnership
03:52 ChatGPT Integration Concerns
05:42 AI in QuickBooks: Potential and Challenges
20:54 Payroll Corrections and QBO Payroll
23:03 Amazon Business Integration
28:22 Mapping Items from Square to QuickBooks
29:06 Integrations Overview in QuickBooks Online
30:23 Customizing QuickBooks Navigation
37:08 Bulk Editing Features in QuickBooks
43:04 Desktop to QuickBooks Online Migration
50:05 Final Thoughts and Upcoming Features

Dan DeLong:

today, uh, we are, this week of Thanksgiving, uh, we are showing some love for QuickBooks because we're, we'll be talking about. The features that we, that we love, uh, or that we mildly like, I dunno, that runs the, runs, the, the ones

Sharrin Fuller:

that make us mad, the least amount we of time.

Dan DeLong:

There we go from the, uh, pessimistic viewpoint there.

Sharrin Fuller:

I'm a realist, Dan. I'm a realist.

Dan DeLong:

Exactly.

Sharrin Fuller:

Exactly. That glass ain't half for full or half whatever. It's, it's just vodka.

Dan DeLong:

Right. I used to have a shirt that had, uh, a picture of a glass half full and in the shirt it was written optimists are half full of it. Yeah.

Sharrin Fuller:

Yeah. No, I don't know.

Dan DeLong:

And, and, and, uh, a side note, uh, drew Carey thought it was funny. Yeah. We bumped into him in Oh.

Sharrin Fuller:

In, uh, California Adventure. But honestly, if you run into, yeah. If you run into him, they are required to laugh or you'll write something terrible about him. I'm just saying. I mean, I mean, yeah. Dan, he was cr You were hilarious. I just stomped all over your parade. Go ahead.

Dan DeLong:

You know who I am. You know who Sharrin is. Let's, let's just jump in. Uh, somebody was asking about the CPE, uh, in the, in the chat. The, CPE for this, uh, this one won't be available probably till next week sometime. So if you have bookmarked our channel. On earmark they will just, uh, automatically show up. Uh, so by the time the next QB power hour is this one will be available for for CPE, we are every other week or I'm sorry, every other Tuesday at, uh, noon Eastern,

Sharrin Fuller:

not, not Tuesday, the 26th you guys. Tuesday the 25th.

Dan DeLong:

It's a small typo in, uh, in some of our, um, uh, notifications for, uh, for today. So if you're looking for us tomorrow, uh, you'll be sadly mistaken, but you can watch a replay. There you go. All those things. All right, so we're gonna be talking about, uh, so our Intuit news is a little bit about the Intuit and Open ai partnership. Uh, and then we will run down the features that we're grateful for. Payroll corrections in a prior quarter. Intuit app integration improvements, customizing QuickBooks and, uh, reclassifying transactions, bulk things that we can do inside of QuickBooks and some of the desktop migration improvements this year. So our first poll question Sharrin, do you have that? Uh, do you have that? I

Sharrin Fuller:

do. Okay. I just try to keep, um, there we go.

Dan DeLong:

All right. And if you're watching on the stream, there's a

Sharrin Fuller:

lot of them, right? So I'm like, I just wait for the slide,

Dan DeLong:

Uh, if you're watching on on the live stream if you just want to answer those, uh, that whole question in the comments, wherever you happen to be watching, if it's on face tube, uh, or wherever, LinkedIn, wherever it we're, we're streaming to, and let's go ahead and start. While you're answering that we'll go ahead and talk about the, news about Intuit and open ai their partnership. Now. There's a lot

Sharrin Fuller:

of opinions on that out there. I've just been, I don't know that I have an opinion because I am a chat GPT junkie and I have mines. I wish I could integrate her into everything. Um, but you know I don't, know. I I will, my chat, GPT I'm, I haven't seen these slides, anybody. So everybody, so

Dan DeLong:

it's a blind reaction. You may already

Sharrin Fuller:

have these answers. It is. Um, so I, my first thing is cool. So is it their version of chat, GPT? Do I have to reteach it or can I take gal who is my chat, GPT log into her. Put her in there and te and have her have all the information. I've already taught her. So that's my number one question.

Dan DeLong:

Yeah. It remains to be seen. I asked her,

Sharrin Fuller:

she's like, for a computer, she's 75% stupid and she's 25% stupid. And she's tests me all the time. I don't know if I want that in my accounting right. In my mask.

Dan DeLong:

Right. Um have you trained your, your GPT to be not so polite and, so encouraging?

Sharrin Fuller:

I don't think she ever had a choice. Did you see my post the other day when I asked her for a nickname? That girl burns me all day. She bet. Like she's, I ain't even worried. I don't think, I think I immediately, that's, she only knows snark and sarcasm, so that's the only way she knows. When she tries to be overly nice, I'm like, stop. So that's not, I don't respond well to positivity. I need you to beat down on me. Wait, my dad did. Oh, that's another episode.

Dan DeLong:

Yeah. This is not the, just kidding. No.

Sharrin Fuller:

Well,

Dan DeLong:

all right. So let's talk about what we know so far. Right. So a lot of, there's a lot of, a lot more questions than there are answers, but, uh, Intuit announced, uh, probably last week, uh, sometime that, uh, did a press release about Intuit is investing a hundred million dollars with, uh, with a partnership with, uh, OpenAI, which is the makers of chat, GPT, right? So as the the promise is that Intuit offerings would be inside of chat, GPT, um, and then it will also leverage Open AI's advanced AI model. So there's a, there's a link there for, for first review, I guess a blog article that I, that I wrote. But, uh, one of the things that was intriguing about this announcement is like for the past. Five plus years. You know, Intuit has been saying, okay, we're making our own this Gen OX branded or Gen Os branded large language model that they've been working on, which has kind of come, came in, come into or shown up into QuickBooks as Intuit assist, right? Mm-hmm. Um, mm-hmm. So when, um, when we were at Intuit Connect, Sharrin you know, they were talking about this Intuit intelligence, right? Like rebranding, uh, the whole idea of what Intuit assist would be. It would turn into Intuit intelligence, right? Because, you know, we just like Apple has Apple intelligence and, and those types of things. Mm-hmm. So, you know, the, the question that I, I initially had is like, wait, well what about all the work that you've been doing? And as they announced. You know, the things that their AI will be doing inside of QuickBooks. I was a little bit what's the word? Um comforted. Oh, I

Sharrin Fuller:

was gonna say perplexed.

Dan DeLong:

Well, I was, I was comforted by the fact that, and I, I think the biggest challenge is with machines reading all of this data. What happens to that data? Dan,

Sharrin Fuller:

Dan, you're a smart guy. Machines have been reading all of our data the minute we got a an a phone, right? Like, so anybody who's like, oh, they're gonna get us. If you have a, a smartphone in any level, they have everything on you. Your fingerprints, your biometrics. Oh yeah. So I think that's like the least amount that we need to worry about is where the data's going.'cause the data's out there.

Dan DeLong:

I mean, you have no privacy. Yeah. Yeah. I, I watched the social dilemma documentary and, you know, immediately went bonkers into my phone. Like, oh my gosh, they're watching everything right? But, oh yeah. Um, but there's so

Sharrin Fuller:

many videos of me picking my nose and the FBII know it. They're just holding'em. They're gonna have a reel of me digging or something. I can't believe I just said that on the internet. I'm grateful that that reel is not live.

Dan DeLong:

We could, uh, this is now, now we have

Sharrin Fuller:

just everybody knows I'm honest about now, so I am in 0% work mode. I am popping in for every other week until I'm back on Ja, um, January 10th. Just so if anybody's like, wow, she's a little bit more LA today, it's'cause I'm wearing pajama pants. Okay, keep going.

Dan DeLong:

So that was. When they announced the whole thing about how AI is gonna be analyzing data out of QuickBooks, I was, uh, somewhat comforted in that. Okay, it's all just kind of under the umbrella of, whatever Intuit is doing. And now with the connection to chat GBT, there is now an outside factor of, that. And that's where I was like, whoa, wait a minute. How secure is this data? Because of course as a if you have development access to to chat GPT to create your own whatever it is of course you have, you know, the option to share and train the machines or, or not, right? So mm-hmm. That's a setting of course you know, in that, and I'm sure that all of those check marks are going to be, are going to be set to allow that. To maintain and, and, and, and continue to occur. That data is anonymized through whatever language models that, that they're ultimately, uh, using. And so Intuit is leveraging the frontier, uh, models which are expensive, uh, to create by yourself, right? This is the whole idea of well, why and reinvent the wheel if somebody already has created the wheel.

Sharrin Fuller:

I'm making notes so I don't interrupt you,

Dan DeLong:

okay?

Sharrin Fuller:

On my zero sticky pad, which is hilarious.

Dan DeLong:

What what happens, right? Like, or, or, you know, in this, in this case where they're leveraging something, you know, somebody that's already created a mousetrap or, you know, built that better mousetrap. Uh, so they're leveraging that. So this will help them in theory, you know, get fa get to a place. Faster than if they try to create all this by themselves. So, um, as this is you know, as, as you know today where we're kind of evaluating these age agentic robot you know, ais, uh, the, the agents that are inside of QuickBooks and, uh, scrutinizing their results because, you know by all by any means it is under scrutiny right now. Like we you know, I've seen, you know, the social posts of like it suggested this. Why did it suggest this when, you know, it was totally fine before. Like it's almost like we're taking a step backwards to move forward.

Sharrin Fuller:

Was it though, was it though, because I'm just thinking, um. I just, okay, so when they just launched their AI assist a couple months, a few months ago, all I heard everybody say is, my AI is all messed up now. I can't even believe it. So honestly, they were already in the middle of a mess up. Do you think I have two opinions on this. I have opinions on everything. I'm more than two. I have two. I have two thoughts and three jokes

Dan DeLong:

only. Jokes. Jokes.

Sharrin Fuller:

As a comedian, I'm writing down my jokes. Um, so my, my wonder is do you think they did something like this to take the pressure off of themselves so that way when they're like, oh, it's telling you that this hurts Rental car is, you know, software that they're like, oh, whoops, open ai. We're still learning. It's them is my first thing. My second thing are they going, look at me, look at me. So we forget that we're mad at them down here. So now you know they're governmenting us, right? Ooh, but don't look this way. That's my second thing. My third thing is Chad, GPT or a OpenAI obviously didn't pay attention. Tolio and Bill dot com's connection with Intuit. Right? Right. And my third joke slash opinion is our. Settlement check from open GPT and Intuit is from the class action. Gonna be amazing when this leak goes out. Alright, that's all I got. Those are my three. Keep going.

Dan DeLong:

And these are all valid valid concerns. But of course the, this is just the beginning of the announcement. I have no idea. You know, this is all just speculation as far as what this ultimately looks at. Yeah. Looks like moving forward. But the the idea is that Intuit brings the context of the data and open AI brings the Braun brains muscle, whatever to Yeah. To this, to this thing. Um, and, and essentially people are doing it already anyway, right? They're. They're, exporting reports out of, QuickBooks.

Sharrin Fuller:

They're, that's what I was just gonna ask. Yeah. I would love to see if anybody in here could, is anybody. So I do that, right? So I am my, I like to compare, so I have a few, um, clients I do some fractional CFO work for, and I go through and I read everything and I write down my notes, and then I throw it into my, their channel and chat, GPT, that knows how I like everything. And I'm like, okay. Format my notes and did I miss anything? And I like to see what they come up with. Now, almost every time it tricks me and one line, the math is wrong. So I don't ever trust the math. Not only that, it doesn't know the details, right. So I am very intrigued, I think is the right word about this collaboration, but only, but really intrigued on how, like I said, what I have taught my chat chief PT already, which she has gone through some hard knocks training for two years and Right. She's already gone through the gauntlet. Yeah, I just keep paying them more every month so she doesn't quit. Like I do my own employees. But, um, I'm wondering how that collaboration's gonna work. And I think that's the only thing that's really gonna make this successful in my opinion, is if we are able to keep our, if we've already developed this relationship with our software, which if you have it, do it. Say please say thank you. They're coming for us all. We say this every week, but these robots are coming for us. I think if we can take what we've already taught it and bring it into here might be amazing. And the next thing I need for it to do is read into my Gmail and compose that for me. And don't tell me about all the other crappy software. It doesn't work. I need my chat. GPT. Okay, go ahead Dan. Yeah, that's what I thought.

Dan DeLong:

And you know, because I think by and large, most people are either using chat GPT as like a next level Google search, or they are, taking it to the next level where they are. Exporting their own reports and doing, you know the financial analysis through a prompt. So a lot of this will I'm imagining that you know this, will be kind of automated you know, through the ask me anything inside of QuickBooks. And, it may turn into some really cool things. And then also outside of QuickBooks or outside of the Intuit ecosystem, in through, through chat GPT, people could could experience something that, uh, an Intuit product or service might, offer them. So there, there is some kind of symbiotic, uh, relationship, you know, kind of like, uh, those small fish that kind of hang around the big shark and, uh, yeah, you know, clean the barnacles or whatever, whatever it is that they do. But I, I think there is some kind of you know, win-win for both of these companies. It just remains to be seen what that's gonna look like. And I'm sure we're gonna find out pretty soon, right? Because I'm sure this, yeah, this announcement was already in the works when they were talking about the announcements at Intuit Connect. Right? So I imagine that this is part of Intuit intelligence as they were real announcing that at, at Intuit Connect. And as I talked to, you know, some of the folks at the Intuit booth you know, they were talking about, you know, some of these, a agents that they've spent a lot of, you know, time, effort, and, and energy on the different agents, the payroll agents, finance agents, they will start to be homogenized into this, into an intelligence which is likely they're taking the agents that they've already worked so hard on and making it, you know, into you as part of this whole thing. And so. This is all speculation. This there's no we've been told or we haven't been told or anything like that. So this is just part of,

Sharrin Fuller:

and considering that you're of Intuit, this is what we think they're gonna do, this is what they really do. That has no, we need none of it. They're like, we're like, Hey, fix this problem. They're like, yeah, but we thought you like, no honey. My, my transmission stopped working and I need you to fix that. I don't need you to change and rotate my tires. It's, huh. Anyhow. Yeah, I

Dan DeLong:

mean some of the use case examples that they were ta that they were demonstrating, uh, were were pretty cool, right? Like, you know, how it can look into your your, customer history and, uh, financial history inside of QuickBooks and, provide, you know, suggestions. You know, that that's of course the promise of, what, or the potential of what this, of what this could do. The reality you know, may take some time for it to actually get to that point.

Sharrin Fuller:

Yeah.

Dan DeLong:

Or, um, well,

Sharrin Fuller:

AI a learning, like anybody who jumps straight into chat GPT into any AI and go like, it's not working for me. It, it, it is set on a basic model, real basic, and you have to teach it. I mean, like I said, it took me a good year and a half before I finally got my chat, GPT, where I really trust it. And now. I feel like you could have a conversation back with and forth with her and you think it was me. Like, she's right. She's pretty hilarious. And

Dan DeLong:

so did, did you decide on Vegas Vortex as the, as your name? Oh, I got,

Sharrin Fuller:

I know I was laughing. Hurricane Sharrin was the other one. You guys gotta go check out my Facebook post. Um, I asked her for a nickname and she gave me 10, and I was like, oh man, let's put this to the public. So, um, VV Vegas Vortex and Hurricane Sharrin were the,

Dan DeLong:

the big ones. I see a theme there.

Sharrin Fuller:

N Know n Naya Carter, um, agrees with all of those. She calls me, all of'em, yes. A force to be reckoned with.

Dan DeLong:

All right, so let's, let's jump into, you know, kind of a look back. Uh, some of this is looking back further than just this year, but, um, because I, I, I tried to look at you The firm of the future, the in the know, you know, announcements and just, just try to look at just 2025. Uh, but some of these things that we're talking about is, um, is looking back even further than that because it's, it's some of those things that we do appreciate in QuickBooks that we, that allows us to do our job more efficiently, not to talk about, uh, the incorrect bank feed suggestions that someone on, uh, YouTube is talking. This is the this particular feature function or, or, or new service offering is, uh, what is in the bucket of what took you so long. Uh, because when you're dealing with payroll, uh, historical payroll corrections desktop, uh, has payroll has a uh. Like a dog, you can train it and do you know the things that you want to do and, and QuickBooks online is, is more of the cat where you're just experiencing the experience with the cat where payroll corrections in a prior quarter was was quite a challenge, right? You would've to talk to support, you would've to, you know, start a whole, a whole process and wait for, you know, and hope that, uh that something you know, became of that. Uh, now all versions of QBO payroll allow for prior payroll to be entered, you know, in a prior quarter, even if the quarter is closed. Uh, and if you're using QBO payroll premium and elite amended returns, amended forms will actually get, you can request those to be handled for you. So there's a video, uh, embedded in here so you can learn more about, about that. Uh, I know Sharrin, you're not a big fan of QBO payroll.

Sharrin Fuller:

Oh my God, no. When people are like, what payroll should you do? I'm like, do not ever. No. I'm know the ancillary product GL love it. The rest of it don't touch it. That's just me. Uh,

Dan DeLong:

because it is, it is a six to eight week turnaround for even in any amended, uh, return, even if you're, you know, submitting it through QBO payroll. So there is a little bit of, yeah. But, uh, with that, but did we

Sharrin Fuller:

combine our list together? Am I gonna be like, yay, that was mine. Or did you do yours and mine? What'd you do? We're combined.

Dan DeLong:

Yeah, they're, they're kind of sprinkled in. Okay. Um, it's a potpourri.

Sharrin Fuller:

I wanted to prove that there were like five things that I did like, so when, when they come up, I'll, I'll say, Hey, that was mine. The last one was not mine.

Dan DeLong:

I will let you take, own it, take take the wheel. So. Alright. Uh, so we are gonna talk about some integrations and app integrations. Mm-hmm. Um, and since the, the user interface has changed the term of app and integrations have been kind of crisscrossed, right? So what we're talking about specifically here is, uh, the integration trans transaction. So this is you, this is you Sharrin.

Sharrin Fuller:

This is me. Oh, Amazon. Okay. Does anybody else, so this isn't even you guys, I don't have clients anymore. Right. I sold my firm. I work directly with the county and firm owners and accountants, but me personally, and these are my pajama pants. Um, me personally, I use QuickBooks for my personal books and I shop on Amazon, like it's a lifeline. So I haven't enc coded in like five months, and I went to go in and if you've never used the Amazon business integration for your own personal, you need to, it's amazing. It pulls everything down. Look at this. Oh my God. I cannot even tell you. It's so nice. It's the, it didn't used to be this detailed. I'd have to go in and pull my invoice and pull it out. But this is probably the, my favorite thing about Intuit's connections

Dan DeLong:

Because the problem is when you do all these purchases on Amazon, they all come into the bank feed the same, right? So you, Amazon, you have no idea what you purchased on Amazon. I'm like,

Sharrin Fuller:

cat litter or underwear, like toilet paper is this, is this pasta. I, I run my household like a business. So I have a p and l every month for my own personal household. Also, I'm a little crazy. We've already admitted that before. Um, so I code all my stuff and I, I think. My, I don't know, tell you what my average monthly spend is. You might be able to tell, but, um, no it's bad. Like to where Amazon calls me, we know you're, you're

Dan DeLong:

buying a couple beauty products here.

Sharrin Fuller:

I mean, just, I bought peppermint Extract the other day'cause I didn't wanna go to the store.

Dan DeLong:

Alright. Uh, it's free Lanette It, is it free? Yeah.

Sharrin Fuller:

Go into the bank feeds and there's a second tab up top. I may be on next one. So you can see those are my books. It says Travis and Sharrin right up top. At the top it says integrations and you could do all those other ones. And I'm telling you, if you guys haven't noticed this, it's just amazing.

Dan DeLong:

Yeah. So when you go into integrated it's a separate tab and of course it's yes, undergoing a, a, a naming change. Uh, of course it's called of,

Sharrin Fuller:

because we're all used to something. So of course, in the middle of the holidays, before we go into busy season, let's rename crap. Yay. Not grateful into it.

Dan DeLong:

But in there is now there's like, I was looking there yesterday before as I was creating the, you know, final touches here. There's like 10 different options in here, and these are all, there

Sharrin Fuller:

used to only be two.

Dan DeLong:

Yeah. You

Sharrin Fuller:

remember, um, it was like Stripe, Amazon. Most of them

Dan DeLong:

are online sales channels, right? Mm-hmm. So you've got Etsy Square Squarespace, Wix Connector, Shopify Amazon Seller Central, right? When you're selling on Amazon. But this what specifically what Sharrin is talking about is Amazon business, which is, oh, I also,

Sharrin Fuller:

my Amazon account is also set up as a business account'cause I buy so much. So maybe that's why I get that connection. You know, I've gotta try the PayPal and I've had it connected for so long and I don't pay attention. I've never tried the other ones again, I don't have clients, but if any of these other ones work the way Amazon business does, this is one of the things that'll kind of put out a lot of those, an ancillary products or software that. Brings these things in because this does a very good job. So give it a shot, you guys. This is coming from me. The, biggest intuit critic ever. This is very well put together, especially for Amazon.

Dan DeLong:

Yes. And these are these apps here. Go try, go try it. Are all created by Intuit. Right? So all the ones that are in here are, and they used to be called app transactions. So somebody was asking on YouTube, uh, about, is this what was called, formerly called app transactions, right? Yes. Yeah. That's what, yeah, that's the name. The name change. That's, going on. So the. PayPal connector as it used to be called, or it still is called PayPal Connector. Uh, but it, it's gone like connect with PayPal or mm-hmm. Uh, square has was, and we'll get to that slide here, the square connector has had, three different, uh, versions. There's a Cinque Square, uh, that, that Intuit created. Oh God, that's long been retired and connect. This is like that.

Sharrin Fuller:

HBO Max in a, like when they combine, they're like, we're HBO max. We're HBO. We're maps. We're HBO max. Do you like our new logo? It's the one from three years ago, you know, so excited guys. Sorry.

Dan DeLong:

Yeah. And then, um, yeah, exactly. It's vacation. It's just like, it's just like the HBO name change, right? Like which is it? Right. The current one is Square Connector. Which, you know, some of the features that are pretty, pretty neat in there. It supports multiple square locations. So if you have a client with multiple locations and they're using Square it will support that. Now, uh, you can item, you can map items from Square. To QuickBooks products. So you're not qu you're not before the Connect with Square was kind of like, it would go off of the name and hope that, it connected and maybe use the same the same name. But now you can actually explicitly connect those twos. Like, this product on Square is this product in QuickBooks. And then of course, it, IM imports other things more, more detail. Uh, there's a, a link there for the blog art or blog, blah, I can't say it. Blog article and workshop that the, that we did over at, uh, school bookkeeping. There. Now not to be confused with integrations, which is not an Intuit created integrations because this is everybody else, uh, that, that integrates with QuickBooks. But now there is an integrations overview, uh, which is, uh, available from the next to the gear. In QuickBooks Online. You'll be able to see the integrations that are currently connected to that. The company that you're in, uh, see their status can see. Uh, Sharrin's over on the right side. All of hers were disconnected.

Sharrin Fuller:

I don't even use those. Wait, do I, oh, this is just my, oh, these were all the things I was, this is my, this is my screenshot.

Dan DeLong:

Yeah.

Sharrin Fuller:

Is this my screenshot? I was just kind of showing what I used to use. No, I don't. Yeah.

Dan DeLong:

But, uh, but you'll be able to see the status, uh, whether it's and, and the link links to reconnect if they, if they got disconnected, um, and find other applications integrations. I gotta say app integrations instead of apps, because

Sharrin Fuller:

look at those sneaky jerks. Throwing in a MailChimp is a recommended. Yeah. Get outta here. What in my app shows you I need a MailChimp. I've got a method. CRM You get outta here.

Dan DeLong:

That's right. All right, so moving on to customization. So now, you know one of the the well, we'll, we'll have a poll question after we, we go through the customizations here to kind of get an idea of whether or not customizations is is, a good thing. But you can customize the left side navigation now, right? So you can click on that little customized button down at the bottom and reorganize or pin, and this is all. User based, right? So based on who's logged in, uh, you can specify on the left side, so that we're talking about the icons here all the way on the left. How do you want those to appear? So if you're only doing payroll, which wouldn't be sharing, right? This was mine too. You can, you can put that. Sorry, I'm

Sharrin Fuller:

getting things on the side. This is, awesome too, right? Because I don't need before, um, I, this was like my number two, right? Um, yeah, I got in the books the other day. I was doing my own books and I'm like, I better hop in. I've been in QuickBooks in like six months and I was like, oh, everybody's complaining about the new layout. I kind of like it because now I can decide what's important to me. Uh, they don't get to decide. I mean, for the most part, right? Semi customizable, like Apple, right? I've an Apple girl. So semi, you know, me working within parameters is, is what I'm used to. I've been trained.

Dan DeLong:

Right. And then on top of that, as accountants, uh, you'll have the ability to customize your menu, at the top. So if you click on the little briefcase, that used to be the accountant tools drop down, it's now over on the left side front and center or I guess left and left and left and up. It's not front and center at all. Yeah,

Sharrin Fuller:

no.

Dan DeLong:

You can customize the the, sections you can reorganize which ones are, are first as well as the bookmarks, uh, your, as far as your favorites for that particular client. And then the tools and the various things to create in that menu, you still have the Create. Mm-hmm. You know, the plus sign for all. And that's gonna remain static regardless of, of any of the customizations that you do in the My Menu. However, if you do a specific engagement for a specific client, you can add some specifics to that. My menu. Unfortunately there's not a one way, right? Like if you're always doing the same thing and you wanna create your menu the same way. Um,

Sharrin Fuller:

so that is my number one complaint with Intuit right now, is that, um, I know we're doing gratitude, but whatever. I'm, I'm gonna let's take this to the real. When you have that many clients, as the accountant in your accountant portal, you should be able to say, apply to click, click all, or click, click, click, click. You know what I'm saying? Because you're gonna wanna adjust those based on, these are my invoicing clients. These are not hide this from these. The the other thing was non gratitude is if I have a custom report,'cause we have custom reporting packages we put together for every client. I'm sorry. We used to, I used to. They still do. I do not. We have to recreate that custom report and every stinking client over and over, let me do it at the top line, assign it to my clients, and then when my clients go away, I don't want'em to have my custom report. I don't want'em to ever see it. They don't get it. It's mine. Um, but I don't wanna have to recreate it. It's ridiculous. Anyhow, back to you, Dan, that

Dan DeLong:

that is a double-edged that was

Sharrin Fuller:

and

Dan DeLong:

double-edged sword.

Sharrin Fuller:

That was a anti anti gratitude.

Dan DeLong:

All right. So based off, off of based off of the changes, right? So one of the the, nice things I think we, we all love and appreciate is the consistency, but we also, there's you know, everybody takes takes The The idea of like, well, I'm a little bit different, right? So where do you fall on that? Uh, on that, on that spectrum? Do you feel like it should just be one user interface, one way of navigating, one way of doing things? Or does it, does customization is customization a good thing? Sharrin? What do you, what do you think? I,

Sharrin Fuller:

I know, I, I can't even vote guys. Um, I, I really do think, like, for me. When I had clients, I would like to organize them in a certain way. So I wanna be able to have to where if I can look on my, on the side, I'm like, okay, I see invoicing, they got invoicing or, you know what I'm saying? I see expenses, they're, you know, we do bills. Something like that is in my head where it's like a quick reference and how I have my side menu set up would be that quick reference for me to know if it's there or not. So I would like to have like a generalized, this is how I want, this is how I want everything to look. But then when I get into each client, I can adjust it. Right. So that way if I know it's not there, right. It's not something I do.'cause for my last company it was a lot of, we, instead of doing our fractional stuff that we used to do, we went really into cash basis super easy clients, which has been amazing. So amazing. I sold it. But a anyhow, but,

Dan DeLong:

um,

Sharrin Fuller:

yeah,

Dan DeLong:

yeah. I mean, I would, I would tell I would use the menus or the the, options on the left side to mm-hmm. To be able to determine what version of QuickBooks online they were using. Right. Because Oh, if I thought it is that not terrible, I saw, because that'd be like, are you using advanced? And they'd like, I have no idea. Yeah. And then rather than navigating, well,

Sharrin Fuller:

I'm still logging in a diff Nope. You go,

Dan DeLong:

oh rather than navigating them to the gear and accountant settings or billing and subscription. Mm-hmm. You know, I could just say, well, do you see workflows on the left side? Yeah. Do you see uh, projects on the left side? And they could say, yes. At least I know kind of what version they're, they're already in, just by telling them, well, now we. We can't.

Sharrin Fuller:

Yeah, I, I do agree with that too. There should be some sort of, um, maybe color differation or something that shows you that at the top, but also I feel like I still log into clients and some clients are, have this type of reporting. They have this, and I'm like, can we just like switch it over like you've given us? Just finish ripping the bandaid off. Man. This half and half stuff don't work. Maybe they have already. Again, I'm gonna have start getting into more, into my own files a little bit more.

Dan DeLong:

All right. The next thing is all about bulk editing. Um, this is another one that's where that's the sharing comes in here, but I do do some other things sprinkled in here. So so talk about your favorite features

Sharrin Fuller:

may reclassifying. Yeah. This is, this is the best, right? You know, it's crazy that some people didn't know about this and I had a couple bookkeepers for a while. They were going in. I'm like, what are you doing? Redo it all in one. So this is of course has been around for a while, but it is really my favorite and, um. The only thing I can't stand is when I can't adjust a journal entry. I'm like, yes, I understand. Or a, um, there's certain things I'm trying to remember that they're like, no, you can't, you have to this, like, if they, if they have an item on

Dan DeLong:

it, uh, you can't change the account. Yeah. I, that sort of thing. I'm like, change it anyways. I have to go into You can't change, you can't change the source of certain transactions.

Sharrin Fuller:

Correct. Or if so's been deleted, you have to reactivate it, blah, blah, blah, blah, blah. Um, but it's, it is still really nice though to have it to where you can have it open in a second screen and here's my list. So I'll have like, here's my list and I can go in and fix it, refresh, go in and fix it to, at least I know what I need to go into and fix. So to, it is a good source of truth for accountants. I love this feature. I use it for, like I said, myself personally all the time. Yeah.

Dan DeLong:

And a lot of people don't realize that it is, it is part of QBO advanced, right? So you don't have to necessarily be. An accountant user because that was a, an accountant tool first. But yeah, in QuickBooks Online advanced, it's there by default for all users. Right. So as long as you Yeah. Find your way to it you can get to it and, use the,

Sharrin Fuller:

as long as they quit moving it. I have muscle memory, right? Like, I go in and I'm like, it's not there anymore. It's driving me crazy. I have to go down here. So it's, um, yeah,

Dan DeLong:

and there's other places is also amazing places to batch. Love to think of this. There's Yeah, the batch actions, right? Like a lot of people forget that there's things that you can do in bulk in other places, not just on the, on the battery classify.

Sharrin Fuller:

This has always been my favorite right here too. Or when they started putting this because a good example is like Google. So you'll get 37 Google transactions a month, but some are for AdWords, some are for your, you know, aw, they're all for different things that Google voice. So when I can go in, it's really nice to be able to adjust those out remo or move'em to the right place.'cause I keep'em in different, different places.

Dan DeLong:

And I just realized that I did not update the text on this slide. That is a carryover from, from the prior slide. But what can you do in the vendor page to, to actually re bulk or, or batch actions?

Sharrin Fuller:

Um, I, it's category and, um, delete.

Dan DeLong:

That's what it looks like.

Sharrin Fuller:

Yeah. I think it's just categories. You could, you just move it or recategorize, which is again great. It's good to see if you go in, you're like. How have I been doing this? It's just a great way to have, when you're in something and not have to click somewhere else. Lemme just look in general. Okay, let me fix it real quick. Right? Um, I use this

Dan DeLong:

and there's other places that you can batch, do stuff, right? So inside the, inside the bank feed, right? So if you select a, mm-hmm. A bunch of transactions that are similar, you can create multiple transactions or sorry. Post because you don't, uh, you don't, uh, add them anymore. It's, they're posted. Uh, you can post multiple transactions. Mm-hmm. Put the name to them. Put them to the various class location or projects, right? So

Sharrin Fuller:

you can also bulk undo those. There have been, people are like, oh my gosh, big gosh, why do I do? Yeah. And they'll go in and they'll start deleting. I'm like, stop. Go into your feed. Don't disconnect the feed. As long as the feed's still connected, go in and undo and put them all back in. You can undo everything. A rookie mistake. I don't a software, a software rookie mistake, but you, you learn once and then. Hopefully, you know, especially if you're not billing hourly and you're like, oops. Which you shouldn't be billing hourly. We talked about this. right.

Dan DeLong:

Also in advanced is, uh, the spreadsheet sync, which does allow for many lists and transactions, uh, to be bulk edited. We did a workshop over at, uh, school of Bookkeeping about how you could basically turn all of your inventory items into non-inventory parts, by, by using the, the spreadsheet syn to be able to do that. Mm-hmm. But once you have it activated in advance, you can pull that information into Excel, do your magic in Excel, uh, as long as it's in the right field. And then you push it back into, into QuickBooks to update. Right. So mass editing of customers, vendors, uh, and multiple transaction types at the same time, well, not at the same time, but using the same. Similar workflow, so you don't have to get anything extra Yeah. To be able to do that because it's included. Yeah.

Sharrin Fuller:

Yeah.

Dan DeLong:

Inside of QuickBooks Advanced only though,

Sharrin Fuller:

and of course for all these things, a lot of these things we're talking about, we're seeing people say, Hey, I use this tool and this tool, and I agree. There are so many third party applications that are amazing. I guess the point of this so is just say, look, if you just, if you don't wanna have those integrations and you wanna say just within QuickBooks and the QuickBooks ecosystem or the Intuit ecosystem, ugh. Anyhow, if you want to, um, these are the things that they have in the options and the things that we say work well. And if you notice, the things that work well are all GL related. They're not ancillary. Now, I don't think any of us put in AP ar just saying, I don't know yet. I don't know Dan's list, but was it on mine?

Dan DeLong:

So I do a lot of conversions and I see a lot of, changes that they're making in the desktop migration, uh, process. Uh, we talked about this before. See they're sharing, so

Sharrin Fuller:

yay. We did,

Dan DeLong:

um, we, we talked about the migration, improvements about payroll and payments as well as attachments. So that that was a Yeah. You know under, no fanfare. This, uh, the ability to move all of your attachments from desktop into QuickBooks online, uh, or at least the lion's share of them, you know, unless you've put an invalid type of attachment, uh, that doesn't transfer mm-hmm. Transfer over or it's too large or things like that. We uh, there's a link there for the prior webinar that we had about moving the latest updates there. But between then and now there is, there was a big headache about unbuild charges, right? And basically what happens is the in, in QuickBooks online or desktop, uh, when you have reimbursable and unbuild time Oh, yeah. In quick, in QuickBooks Desktop, it all comes over as unbuild charges into QuickBooks Online. And it's really difficult to correct that post the conversion because either an account is, inactive the user is inactive, the item is inactive. And those status size, stat I sta what is the plural status? Is it just status

Sharrin Fuller:

of

Dan DeLong:

stat status?

Sharrin Fuller:

Status statuses? The stat, high stat, high.

Dan DeLong:

That is remained right. So if it's an inactive in QuickBooks Desktop, and it will remain inactive in QuickBooks online. Uh, mm-hmm. What happened on the feed? I was just noticing that the the stream went went crazy. Oh,

Sharrin Fuller:

I don't, and you didn't have the open mind today, so

Dan DeLong:

No, it, it didn't restart it just stopped. Uh, so if, if you're watching, you can't hear me. I'm sorry. That's why you joined the Zoom. All right. Uh, so the challenge here is that it was really difficult to correct that post-conversion because certain transactions are altered during the conversion. I did one the other day where they had. Categor, they had split their job costs on payroll transactions, and those payroll transactions came over as regular checks, and all of those checks became unbuild charges, even though they were never charged back. Uh, or they shouldn't have been. And that was not their the, client didn't even use that function. Right. Because you can't you can't take a paycheck and make it billable back to the customer, but the time you can. Um that would've been a challenge, right? So now there is a new migration wizard that points out multiple things. And, and one of them is this unbuild charges, right? And it is a, mm-hmm. It's actually an easy button. It's, uh it's actually really slick, right? Because it'll say there's, in this screenshot there's 264 transactions that were made unbillable, and it's just a button down at the bottom that says Correct all. It includes there's four things when it look that it looks at, one is the unbillable purchases, the other is accounts, vendors, and customers. So there's three things, but it's actually one task. That haven't been used in the last two years that might, you might wanna mark them inactive, right? So so it does all of those things at once. It makes a backup so it, it makes a backup of the data before it, even before modifying it. And it's doesn't disrupt the process of converting, right? It's just, it's another step in the whole conversion to QuickBooks online, right? And you can choose to, you know, you can look at all 264 transactions in one place if you want. Sadly, it only gives you like five or six to look at at a time on the screen. So it's not like something you can scroll down, but you can scroll through them. Uh, but really the main thing is just clicking the button to mark them, uh, unbillable so that when they move over. They don't show up at this large amount of unbuild charges inside. Do

Sharrin Fuller:

you have, do you, in your stuff, do you create a checklist for people? Like, Hey, when you're converting, this is my checklist of things that you should do in your desktop before you convert. Because a lot of these things can be like finding'em out after the conversion's really frustrating, right? Because you have to fix it. But you're, you're like, Hey, if I've known a, B and C, I can go back, fix these things. Um,

Dan DeLong:

yeah. The, I do a diagnostic of the conversion first before I actually do convert it, ah, to let them know, Hey, these are the things that we're, that we're gonna run into. And then we make a game plan based off of that. So, ver verify, verifying. It's been seven

Sharrin Fuller:

years since I've converted a file. I'll be honest with you. I have not converted. I have, I have people for that day on

Dan DeLong:

but I haven't

Sharrin Fuller:

done one. So I, I remember it used to I don't know, I never converted very heavy files, I guess.

Dan DeLong:

And, um, and, and there's a another part that, you know, that follow up email that comes to to the accountants that includes the, um, the import summary also includes items that were set up incorrectly inside of QuickBooks desktop that are pointing to unexpected accounts. Right?

Sharrin Fuller:

Um, thanks for telling me now,

Dan DeLong:

right?

Sharrin Fuller:

So to

Dan DeLong:

give you a list of, here's the ones that we modified because you have an expense account in the income field or something like that, right? Yeah. Um, because that has a bigger impact. If you were to discover that after the fact and, uh and, likewise the, challenge that's gonna occur by modifying that ahead of time, right? So you, you have to. Have that it's a conversation starter. It's really what it boils down to. Yeah. Um, those are the things that we love in QuickBooks for 2025. So, um, gotta roll our last

Sharrin Fuller:

poll

Dan DeLong:

question. I, Kevin,

Sharrin Fuller:

I get it. It,

Dan DeLong:

I got it. Apologize for the, um, for the why, for whatever reason the the live stream decided to conk out on on, on those that we're watching there. But, um, Sharrin, any, um, any final thoughts here before we wrap up today?

Sharrin Fuller:

Yeah, like I said, I just wanna point out that, um, you know, all the things we're grateful for really had nothing to do with anything other than the gl. And, um, again, I I think Intuit's GL is un un unmatched, right? I, I don't think there's a better one out there. The third party's just rough, but obviously they're doing something right in the gl. I'm, I keep trying to switch to other things and I just can't do it. Just can't. It just doesn't, right? It doesn't sit right. I can maneuver QuickBooks even when I haven't been in there for seven months. I can maneuver it and just really, really quickly'cause of these features. So hopefully, um they keep building on'em, but the, the AI thing's gonna be the most. I'm, it, I intrigued. Um, I don't wanna say exci, actually. I'm a little excited. I'm not even gonna lie. Just'cause I, I love my chat GPT, but I can see how, um, other people who don't use chat GPT or any sort of thing like that is gonna, they may be a little weary, but you don't have to, well, that's not true. Every, it's just where it's going. Just embrace it. Unless you're retiring, I don't know what to tell you. Yeah.

Dan DeLong:

So, um, you, you've got a good year

Sharrin Fuller:

before this stuff takes it over a year, guys, max, think of where we were last year. We weren't talking about any of this one year. Mark my words. And yeah.

Dan DeLong:

And then, um, we can replay this in two, in, in two weeks. Uh, we're actually having some folks come on from uh, ate, uh, they, they've joined us in the, in the past before, uh, I ran into Brian Purdue, who's the CEO of, ate. At Intuit Connect, uh, and he was sharing with me what, what he's been working on, and we're gonna have them come on and, uh, and talk about uh, we we're, we're calling it books to books where you can actually take business strategies and apply them to QuickBooks data. Uh, so you're and using ai, uh, you can gamify your advisory and come up with a game plan with your, clients to, to get them to the the business strategy that you're working on. So, like, uh, so they're mainly

Sharrin Fuller:

more, oh, sorry.

Dan DeLong:

No, go ahead,

Sharrin Fuller:

Dan. We, you and I gotta work out a code word or something. So I was gonna say, so there're less of the, like m that's like, we're gonna give you the documents and they're more of the, we're gonna review your financials and come up with the strategy that you provide them.

Dan DeLong:

They're gonna take best bestselling business strategy books like Profit First, for example.

Sharrin Fuller:

Oh, okay. Okay. Okay.

Dan DeLong:

and and let's say you're a profit first.

Sharrin Fuller:

Unfollow the rules.

Dan DeLong:

Yeah, exactly. So they're gonna take business books, business strategy books, look at your books your financial books, and then you as an advisor can go in and say, here's the seven strategies in this book. What do you want to do to this? So maybe what I wanna, uh,

Sharrin Fuller:

oh, well that's interesting. I'm interested in that. Good thing. Plug, good thing this sucker's on Kindle. It's very, very, very easy to apply. Right. What not to do. What not to do. Not what to do. Just take what I, I did do opposite. You can get that on Amazon. You can find the link on my website, glass while ventures.com. Right.

Dan DeLong:

Shameless plug. Bill Can

Sharrin Fuller:

all

Dan DeLong:

and paperback. Thank you for, for joining us on this week right before Thanksgiving. I know uh it's time for, you know, the taking time off and, and I appreciate you all for joining us today on a holiday week. Um, and Sharrin, I really appreciate, uh, you filling in for, uh, Matthew. Course someone would think, of course, um, where is Matthew? But hey, he made a cameo

Sharrin Fuller:

on Facebook the other day, right? He did. He made a cameo and then we are like, Matt, where have you been? And then he just said nothing back. So he dangles a little carrot and then pieces out. But at least we know, I, I don't know. Maybe it isn't him, but yeah, I know it sounds like him.

Dan DeLong:

It could be an abi ai robot. I dunno,

Sharrin Fuller:

knowing him, it is an AI robot that is actually sitting at his computer typing.

Dan DeLong:

So we appreciate you joining us and, uh, we, we look forward to seeing you next time on the QB Power Hour. And have a blessed Thanksgiving

Sharrin Fuller:

gobble gobble.