Boiling Frogs: Some QBO Perspective

About this episode

Matthew "Spot" Fulton shares his fresh perspective on QBO's new features after a year-long break.

Matthew "Spot" Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO's new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time -- and found things better than he expected. His "cold return" experience raises a bigger question about whether proximity to the chaos has skewed how accountants assess where QBO actually stands today. Sponsors: Aqqrue - http://uqb.promo/aqqrue Maxima.AI - http://uqb.promo/maxima (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - Spot Returns After Sabbatical (01:44) - Top ProAdvisor Backstory (02:34) - Logging Back Into QBO (03:34) - Bookmarks and Client Navigation (05:52) - Bank Feeds Speed Wins (06:46) - Receipt Upload Improvements (10:04) - AI Statement Reconciliation (13:50) - AI Tools and Reporting (19:19) - Vendor Names and Popups (20:31) - Upsells and Intuit Ecosystem (22:58) - How Spot Relearned Fast (26:21) - Clients Frustration and Change (27:19) - Accounting Future With AI (32:06) - Intuit…

People in this episode

Host: Alicia Katz Pollock

Guest: Matthew "Spot" Fulton

Topics covered

• QBO interface
• AI features
• bank feeds
• accountant perspective
• client navigation
• technology improvements

Keywords

• QuickBooks Online
• AI tools
• bank feeds
• accounting technology
• client frustration
• Intuit ecosystem

Sponsors

Aqqrue, Maxima.AI

Mentioned in this episode

Organizations: Parkway Business Solutions, Intuit, Intuit Accountant Suite

Books & works: Alicia’s book on Amazon

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