2018 QuickBooks Conference Highlights

QuickBooks Connect

Next event was the welcome reception for Intuit QuickBooks Connect and Influencer/Media Event at the San Jose Capital Club. It was a great reception where we were able to meet with Intuit leaders such as Ariege Misherghi who was excited to make her announcements Monday morning. Here is a photo of the powerful women of accounting that attended this event. It was an honor to be included!

Monday morning, we all rushed over to the main stage event to hear Ariege announce the new features being released over the next few weeks in QBOA.

  • Client Overview. Now available in QBOA. The biggest challenge QuickBooks ProAdvisors have estimated is how much a cleanup job can cost or how much time you will need to spend on an ongoing basis. This screen was developed to show everything necessary for the estimate in one screen.
  • Statement Auto Import. In Beta in QBOA.  When you connect to a financial institution through QuickBooks to download transactions, the bank statements will auto import. This is a huge time saver and eliminates the need to chase this document from a client.
  • Project Profitability. Coming soon. QuickBooks will soon support job costing end-to-end. By combining the power of QuickBooks Payroll, TSheets by QuickBooks and QuickBooks Online (QBO), accounting professionals and their clients will be able to see the net profit of all jobs.
  • QBOA Email Integration. Coming soon. Misherghi demonstrated how the team is currently developing an integration between QBOA and email. Currently under development, if an accountant gets an email that contains work or a task that needs to be done, they can simply forward that email to QuickBooks. QuickBooks will capture the task through artificial intelligence and create a project in practice management.
  • Client Benchmarking. The future. Client Benchmarking within QBOA will help accounting professionals deliver more value to their clients by leveraging dashboard data to instantly provide information about how a business is performing relative to peers and manage the lifeblood of a business by keeping an eye on cash flow.

The crowd roared with excitement. We were invited to join the beta testing to connect with our client’s books to help them narrow down the features that they are rolling out. These are some of the most requested features that we have been waiting for the product developers to add to QuickBooks online. Bravo Ariege, you nailed it! To learn more about Ariege, read my recent blog.

About the author

Carrie Kahn

Complete Business Group helps small businesses purchase the RIGHT QuickBooks product at the lowest price and offers a team of experts to provide high level customer service so that they use QuickBooks® the way it was intended. With the many offerings from online to desktop we understand the benefits and limitations of each option to help you find the right solution. We have a team of certified ProAdvisors located all over the US ready to support you remotely or locally.

Carrie Kahn, CPA, the founder and CEO of Complete Business Group, has been helping small businesses purchase the RIGHT QuickBooks product at the best price and offers a team of experts to provide high level customer service so that they use QuickBooks®the way it was intended.

Carrie has been supporting and selling QuickBooks since Dos V1. She has been an Advanced Certified ProAdvisor since 2002. She joined the Intuit Reseller Program in 2008. In 2015 she launched the Complete Business Partner Program
mentoring ProAdvisors in selecting the best QuickBooks products for their clients at best pricing for their customers. She is very involved in the QuickBooks community providing extensive resources for ABBO Facebook group , Scaling New Heights, School of Bookkeeping, CPA Academy, Intuit’s Firm of the Future, and CBG Blog. Carrie is a lead QuickBooks Author for the Accountex blog. She was named Insightful Accountant’s Top 100 ProAdvisor every year since 2014 and was Insightful Accountant’s 2017 Social Media Resources ProAdvisor. She currently serves on the Intuit Reseller Program Council. CBG has been in the top 10 Intuit Premier Resellers (IRPs) since 2012 and currently is ranked #1 in the East. She is currently serving on the IRP Council. Carrie’s company, CBG was named Partner Program of the year for 2017.


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