The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Inhalt bereitgestellt von Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Ähnelt Unofficial QuickBooks Accountants Podcast
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Forecasts in QBO Advanced
Manage episode 397609607 series 3506007
Inhalt bereitgestellt von Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful.
Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
- (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast Episode 22
- (02:41) - Overview of new QuickBooks Online Advanced forecasting feature
- (05:23) - Details on how forecasts work compared to budgets in QuickBooks
- (09:39) - Discussion on choosing timeframes to base forecasts on
- (13:05) - Explanation of workflow to create a forecast
- (18:54) - Lack of reporting and issues with forecast feature
- (21:32) - Rating usefulness of forecasting without reporting
- (26:27) - Suggestions for improving multi-year forecast reporting
- (28:53) - Additional desired features and wrap-up
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
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
41 Episoden
Teilen
Manage episode 397609607 series 3506007
Inhalt bereitgestellt von Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful.
Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
- (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast Episode 22
- (02:41) - Overview of new QuickBooks Online Advanced forecasting feature
- (05:23) - Details on how forecasts work compared to budgets in QuickBooks
- (09:39) - Discussion on choosing timeframes to base forecasts on
- (13:05) - Explanation of workflow to create a forecast
- (18:54) - Lack of reporting and issues with forecast feature
- (21:32) - Rating usefulness of forecasting without reporting
- (26:27) - Suggestions for improving multi-year forecast reporting
- (28:53) - Additional desired features and wrap-up
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
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
41 Episoden
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Ähnelt Unofficial QuickBooks Accountants Podcast
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Marc Fennell and a team of people far smarter than him (his words, not ours) take a fun deep dive into how technology is reshaping our lives.
…
continue reading
It's not just Google. This Week in Google hosts, Leo Laporte, Jeff Jarvis, and Paris Martineau, cover all of Big Tech every Wednesday. Listeners tune in for thought-provoking and entertaining conversations about AI, Internet memes, the future of media, and the latest emerging tech. You won't want to miss a minute. Records live every Wednesday at 5:00pm Eastern / 2:00pm Pacific / 21:00 UTC.
…
continue reading
Windows Weekly is about more than Windows. Veteran Microsoft insiders Paul Thurrott and Richard Campbell join Leo for a deep dive into the most valuable company in the world. From consumer to enterprise, AI to Xbox, Windows Weekly is the only Microsoft podcast you'll ever need. Records live every Wednesday at 2:00pm Eastern / 11:00am Pacific / 18:00 UTC.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry. Hosted by Zoe Thomas
…
continue reading
Diane Rehm’s weekly podcast features newsmakers, writers, artists and thinkers on the issues she cares about most: what’s going on in Washington, ideas that inform, and the latest on living well as we live longer.
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
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