08.05.25 - Intuit/QB Updates and FB Group Post Q&A

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook Group

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 Welcome
01:00 Meet the Hosts and Special Guest
02:06 Sharrin Fuller's Journey in the Industry
04:23 Housekeeping and QB Power Hour Overview
05:10 Main Topics Overview
06:18 Poll Question: QuickBooks Preferences
06:59 Discussion on QuickBooks Online vs Desktop
09:10 Introduction to AI Agents in QuickBooks
11:12 Deep Dive into AI Agents
20:35 Advanced Features and Insights
31:06 AI Powered Bank Feed
33:22 Introduction to Bank Feeds and Feedback Channels
34:35 Understanding the Voice of the Customer
35:16 Exploring the Canny Feedback Platform
36:18 Accountants' Perspectives on Feedback Channels
39:37 Intuit Tech Survey Insights
41:05 AI and Automation in Accounting
44:55 Strategic Advisory Services
48:15 Tech Overload in Accounting Firms
53:40 QBO Payroll Challenges
56:31 Troubleshooting QuickBooks Payments
59:39 Conclusion and Future Topics

Transcript

Dan DeLong: 0:26

Welcome everybody to another QB Power Hour. Uh, today we're gonna be talking about some, uh, Intuit updates and, uh, some, some, some. Uh. Things about our, uh, posts. There we go. That's the word I was looking for with, um, with our Facebook group. So, uh, appreciate you joining us here today. Sorry I'm a little, uh, frazzled. Uh, always a technical issue right before we go live, which is part of the challenge when we have, uh, a live, a live webinar. So I appreciate you all joining us, uh, here today. My name is Dan DeLong, owner at Dan with in School Bookkeeping. Worked at Intuit for nearly 18 years, co-host and today, as well as the workshop Wednesday, uh, which is oddly on Wednesdays over@schoolbookkeeping.com. Also, the feature Deep Dive host, a guest host at the unofficial uh, QuickBooks Accountant Podcast. And, uh, Matthew is again, unfortunately, uh, not joining us here, uh, here today. He's taking care of some personal issues, so I hope, um, he handles those quickly and, uh, will join us as soon as possible. But today we have a special guest, uh, joining and filling in for us. Uh, so Sharrin, or should I, should I say this like Ozzy every time? I, I, Sharrin, uh, appreciate you joining us, uh, today and filling in for, for Matthew. I'm gonna introduce yourself for those that may, may not know.

Sharrin Fuller: 1:56

I would love to. Thanks for having me here. Um, I have some very large shoes to fill and I will never even come close to anything that, that our good friend spot is. So, Sharrin Fuller, been in the industry for a while. Um, bought a firm, sold a firm, started another firm, almost sold it again, about to now I'm transitioning to just advising accounting firm owners.'cause I want'em to be able to only work three days a week and not be in their business and work on it instead. And now I'm really passionate about that. So excited to still stay in the accounting industry and not, you know, find a different niche to, to learn at this mature age of my lifecycle.

Dan DeLong: 2:39

So, um, so you, you, you, as far as like, uh, uh, building and crafting and then selling, uh, your, your, your firms, was it a particular. Niche that you were, that you were in and then you just got tired of that, or, or was it more of, I just wanna, here's what I learned from that, and I wanna, I'm gonna start over.

Sharrin Fuller: 3:01

You know, Dan, what I've learned in life is I'm a glutton for punishment and if it doesn't kill me, I want nothing to do with it. No. My first firm was all, um, it started as bookkeeping. Honestly, anybody that would hire me, bookkeeping office management, um, turned into only VC backed startups in the software as a service industry where honestly, I learned absolutely everything that I thought I needed to know about m and a and just that whole world. Then when I sold my firm, um, I ended up in the health and wellness sector, which is where we landed, but then a lot of old clients tracked me down. So a lot of professional services in health and wellness, and let me tell you what, working with engineers and the software as a service and working with health and wellness is. Night and day, and you cannot work with them at the same time. So I always tell accountants, find your niche because the mindset of the people that you are working with, you can't work with lawyers and the construction worker. You can't, like, you can, but it's, it's miserable. And that's a part of, part of what I try to instill people and the accounting owners. Yes, yes.

Dan DeLong: 4:04

Excellent. So now your, your main focus is teaching others how to craft their own firm so that they don't, they're not, they're, they're, they're their, their firm or their business is not owning them. Right?

Sharrin Fuller: 4:19

Absolutely. Absolutely.

Dan DeLong: 4:22

Awesome. All right, well, uh, few handy, uh, uh, housekeeping a little bit about the, the QB Power Hour. If you're just joining us for the first time, welcome. Um, it's every other Tuesday, uh, at, uh, noon Eastern. And we aren't available for live CPE credit. As the AI Blake was talking about initially. Um, about five to seven days after the live webinar, there will be on the earmark channel and you'll be able to, uh, access the CPE credit there. There's all sorts of resources on the QB Power Hour website, QB power hour.com/resources where you can find PDFs of the slides, uh, past recordings, as well as the audio podcasts, and all of the resources that we tend to share on the handouts. So today, uh, we're gonna be talking about really three main topics, um, to kind of catch people up to date on the things that we're seeing in the QuickBooks ecosystem, or as the terminology is, is being, um, I don't know what the polite way to say it is. Uh, it's, uh. QuickBooks on the Intuit platform is, is a definite term, term or verbiage that is, that is being communicated. So we'll talk a little bit about, uh, about that. Uh, we'll talk about the agentic ai, who are these not so secret agents in my QuickBooks now? Uh, the new bank feed. And, uh, we will recap some of the Intuit technology survey, which was, uh, the, the results were just, uh, announced six days ago, the 30th of, uh, what month are we in? July was, uh, that was the, that was when that came out. And we'll talk about if time permits. We'll talk about some, uh, Facebook posts. Uh, so let's launch our first poll question just to kind of give us an idea of, uh, what you do and, uh, which, which version of QuickBooks, uh, suit your suit. Your fancy,

Sharrin Fuller: 6:30

oh, I wanna vote.

Dan DeLong: 6:32

You can't vote. So, but I can ask you. Oh, no. While people are, are, are voting, uh, is QuickBooks online or only desktop only?

Sharrin Fuller: 6:42

Only QuickBooks Online. Like I said, it's all about efficiency and, you know, repetitiveness is what we need in our, in our industry. So we QuickBooks online or I will direct you to somebody that will utilize whatever software it is you're wanting to use. Got it.

Dan DeLong: 6:59

So, um, did you start in the cloud or did you start the desktop and then move some?

Sharrin Fuller: 7:06

Dan, we talked about my, my mature age. Don't let my beautiful skin, um, let me seem younger than what I am. Started QuickBooks. Was it QuickBooks? I think it was quick, quick, QuickBooks. Way back in the day. What? Oh two. Anyhow, and then we were on, um, QuickBooks Desktop. And then when I needed a remote in, we had those, the online cloud servers. You'd have to pay like a thousand dollars a month to host your QuickBooks desktop, and then you had to log into the cloud server and get in there. But back, I think in 14 when I really tried to get into QuickBooks online, it was just not a good product. It was not a good product, man. 12, 13. But it evolved, I think by um, 15 we were like QuickBooks, only. QuickBooks Online only. It evolved quickly.

Dan DeLong: 7:51

And it was mostly due to the integrations piece. Is that what you found? That being able to where? Where? QuickBooks Online, over desktop. I don't know.

Sharrin Fuller: 8:01

I dunno, there was a lot of integration. I think it was more of, um, cost effective, um, availability. Like the remote servers were extremely expensive. Then I had the licenses and then getting everything onto remote ser server. And it just, honestly, just having it, it at my fingertips was, it just became the convenience more than anything. And it was a learning, it was a learning curve. Desktop was far more robust. Now I go back to a desktop and I'm like, I can't remember how to use this thing. So I needless to say, I'm not desktop certified in any way.

Dan DeLong: 8:31

Gotcha. And that looks to me, most people are, um, are, are, where is my cursor? There it is. I'll close poll and share the results. Looks like

Sharrin Fuller: 8:42

31% of or agree with me. We've

Dan DeLong: 8:45

got 31% Sharrin and we, and we've got, uh, we've got those that straddle both sides. Right? Um, 63% that, that tends to be our, uh. Our demographic here is that a lot of people will do, will work with both. Uh, my computer is chugging away at a desktop project behind me. So let's go ahead and continue on here. So let's talk about these AI agents. This is a new term, I think, in the AI world. Uh, agentic ai, which is kind of where QuickBooks and, and you'll see all these, uh, SaaS, uh, products, software to service, uh, where they're, they're putting AI in their product in some way, right? So they're spend a lot of money to, um, you know, to either to train their own la large language model. Uh, and they are putting those agents, uh, in some form inside of, inside of their, their product. Now, this is one of the reasons that QuickBooks online is kind of where the direction is heading, not just for the convenience of like what Sharrin was saying about. Anywhere access and a little bit more cost effective than a thousand dollars hosting service or whatever that case may be. But with the amount of, uh, data that they can anonymize and, and ba basically, uh, make the data anonymous, uh, and be able to provide some of that information back into their product, this is where things are going to bubble up to the surface. So we, we talked a little bit a couple months ago about the price increase and the, the price increase was positioned primarily as, um, this is what you're getting for that price increase is these Intuit agents. The Intuit assist product was announced a couple years ago and, um, this is where it is turning, what it's turning into. Right. So, um, ultimately we have seven agents in, in grand total.

Sharrin Fuller: 10:56

Oh, that was

Dan DeLong: 10:57

a background. Um, we have seven agents in total and in simple start, you don't get any. So this is one of those things that the version that you have determines the amount of agents, uh, that you get. So we'll kind of unpack who these agents are, what they do, or what they're supposed to do. Um, now we're not gonna demonstrate any of the, any of this stuff because by the time you you experience it, you will likely see something different than, um, than what we have. So this is the, the whole idea of what these agents are designed to do. Um, and it's gonna be pretty rapidly in, into not integrating, but, um, the rapid iterations of as feedback is, is provided about what these agents are or are not doing. Then, um, they will likely change, uh, and, and get updated, right? So simple start, you don't get any, uh, agents, uh, essentials. You get two. There's the accounting agent and the payments agent, and then there's this customer hub. And we will unpack those, uh, those things a little in a little bit, uh, in, plus you get, uh, three more. So the customer agent, which is kind of an enhancement of the customer hub. Um, and then deeper AI insights. And then advanced, you get four more. So you get the finance, uh, agent, the projects, agents, uh, analytics agent, and the payroll agent apparently. For two of these, you have to have the pay, the, the QuickBooks service in order to really take advantage of the, of the agent, right? Uh, if you're not using QuickBooks payroll, what good is the, the payroll agent, uh, as well as the payments agent. So, uh, so let's go ahead and un unpack some of those. So in the future, I need to comment,

Sharrin Fuller: 12:55

am I allowed to make a, am I allowed to comment here? It's, it's crazy Me that Simple Start has zero agents.'cause I'm pretty sure my simple start subscription went up for everybody. So it's Yeah. Only went up up three bucks. So in like the, in the past month. But anyhow, s not why we're here today, but it just interesting to me,

Dan DeLong: 13:15

well the, um, I mean you basically from the last year, right, there's been some mm-hmm. Enhancements, you know, to the product. Um, and you do get some AI categorization in the bank feed. Yeah. Yeah. You talk about that. Yeah. Uh, so you do get that, but you don't get an agent out of the deal. Yeah. And so that's why the price only went up three bucks for Simple start instead of for essentials. It went up five and then

Sharrin Fuller: 13:40

Yeah.

Dan DeLong: 13:41

Uh, plus went up, no essentials, went up 10 and uh mm-hmm. Plus went up 16 and. Did you advance? Advance? Went up$40 a month.

Sharrin Fuller: 13:53

Did you see if we got again, um, sidetracking here, but since we're all accounts, did you see if we got agents on our QBOA files?

Dan DeLong: 14:01

You do.

Sharrin Fuller: 14:01

Because we all use, we do. Okay.

Dan DeLong: 14:03

Yeah. I guess I should maybe start you, my books

Sharrin Fuller: 14:05

a little bit more.

Dan DeLong: 14:06

Yeah. Essentially you get, um, a QuickBooks Online Advanced for your books. So you ideally should have all seven of those, uh, agents. Oh, okay.

Sharrin Fuller: 14:16

Uh,

Dan DeLong: 14:17

in your, in your QBOA books. So in essentials, uh, you get the accounting agent and it's kind of a accounting agent core, right? And then we'll talk a lot what, what happens in plus. So, uh, you get, uh, the transaction review, uh, basically ready to post, uh, in your bank feeds, um, auto post. You can look for the badges. Um, and then you'll be able, uh, the agent can request more information, uh, from, from you. To help with the auto suggestions or the categorization automation, uh, inside of the, of the bank fee. And then in payments, the payments agent, you get personalized payment methods based off of the customer interaction. So, uh, it may say, well, this last person, uh, only paid you with bank feeds, so maybe you should only specify the bank feed when you, when you send them their, their invoice. Uh mm-hmm. Invoice reminders. Uh, it should give you, uh, late fee guidance, uh, assuming of course you've turned on the late fee, uh, setting. Uh, but as far as whether or not that, uh, that is available, um, and, and what options that you have for late payments. Uh, and then of course using the autofill invoice if you, you know, see that in, uh. You can take, uh, A PDF or an image. Yeah, put it into, uh, QuickBooks and turn it into, uh, an image. That's been

Sharrin Fuller: 15:50

pretty cool. I like do like that.

Dan DeLong: 15:53

And then there is this customer hub, uh, which is kind of a, uh, as I was, I was trying to do some research about it. And, uh, on the, uh, landing page that we have for the QB QB Power Hour, we have, um, lots of videos that Intuit has created. So, um, you can always go in there and in the slides themselves, I've embedded, uh, some of these, uh, Intuit videos as far as what they actually are. Uh, but it's going to start to incorporate, um, like some of the, some of the features of MailChimp into QuickBooks and I'm sure Oh, that's amazing. If you have both, uh, MailChimp and QuickBooks uh, subscriptions. Um. I, I've never used, I mean, I've, I'm, I have paid for, for MailChimp in the past, but I haven't used it in a, in a long while. Um, do you use, uh, MailChimp, uh, Sharrin? We do,

Sharrin Fuller: 16:49

we do use MailChimp and using it before they, before Intuit purchased'em and stay with'em. Real. I like'em. I think they're great. Good marketing tool and,

Dan DeLong: 16:56

uh, yeah. So what, what you'll end up seeing, and this is, this is kind of where this whole, you know, QuickBooks on the Intuit platform, and I've seen these advertisements on social media about, you know, uh, the two become one, you know, there's some kind of joining of, uh, of MailChimp and QuickBooks. And this is really where I think, you know, QuickBooks and the, the Intuit platform, uh, could potentially do a lot of good things for business owners themselves because, uh, being able to communicate. And, um, reach out. That's, that's MailChimp's strong suit. Yeah. And, um, and, and creating those journeys and tracking, um, the marketing efforts, um, and those types of things. That's really where MailChimp, uh, so, uh, exceed, excels. And then, um, tracking the customer history of paying the invoices and those types of things, that's where QuickBooks comes in handy. So the combination of those two things, um, because it's, you know, it's, it's more expensive to get a new customer than it is to nurture an existing customer. And that's where, um, you know, the, the, the customer hub is gonna kind of fill in some of those gaps. Um, there's even things there about, uh, leads. Um, and it will automatically categorize a lead as a, uh, a. Warm or hot, um, so that you can reach out appropriately. That's awesome. So you connect it basically to your Gmail and that's actually the next thing in the customer agent. You can connect it to your Gmail and it will read your emails, uh, for the past 30 days and then prioritize.

Sharrin Fuller: 18:44

Scary. I dunno. I don't know. I don't want them in the, but it is super, it is a really cool feature, right? Like, I mean, as a lazy person trying not to do as little bit as possible with maximum efficiency, I think it's kind of cool. We don't have privacy anymore, Dan. No.

Dan DeLong: 19:02

Privacy. This is, this is part of, you know, the, the double-edged, uh mm-hmm. Sword or the Yeah. You know, the, there, there's the convenience factor of these really cool things. Yeah. And then there's, oh my goodness, am I just. Giving away all of my information to somebody else. I,

Sharrin Fuller: 19:20

the older I get, the more team convenient I get. I think, especially when it comes to business, I don't think that we have much. Um, I don't know. I don't, I don't mind, I, I don't wanna be one of those people saying I'm not hiding anything. I'm, you know, but at the same time, when it comes to business, I'm like, convenience, please. Thank you. Yes. But stay outta my personal email, sir.

Dan DeLong: 19:40

Exactly. Uh, just put it to your work email. Um, but it will, uh, create draft emails for you, um, as well as being able to, uh, allow them to schedule a meetings, um, as you have connections between, between those things that are integrated into your email, uh, and then of course in QuickBooks you'll be able to create estimates, uh, and those types of things using the customer agent. Mm-hmm. Um, part of the AI of all of this, uh, will allow you to change your tone. Uh, when you're reaching things out, you'll be able to quickly switch between. A friendlier tone versus, Hey, where's my money tone? Yeah.

Sharrin Fuller: 20:24

I love that option to drop down. You get a, how do you want this drop down? Friendly, professional, harsh. I'm like harsh. Just start off harsh. Get it straight out. Straight out the gate.

Dan DeLong: 20:35

And then as far as the agents that you get in, uh, in, plus there's an enhancement on the accounting agent, right? Where, um, you'll get a little bit of the report analysis. Um, you'll see, um, these, these agents show up. I think the, uh, the terminology that they're trying to, uh, incorporate or, or socialize is sparkles. Um, I guess there's glitter inside of, inside of QuickBooks now because it's got these little AI sparkles and that's the. Diamonds that you, that you typically will see, uh, as the international symbol of this is, this is AI related. Mm-hmm. Uh, so you'll see those sparkles, uh, sprinkled, sprinkling the sparkles, uh, all throughout your, your QuickBooks. And then, um, so you'll see that as far as insights, I thought it was really interesting when I first saw it, uh, to look at a profit and loss. And you see, um, you'll see that, that that sparkle and, uh, you can click on it and it will give you an mm-hmm. Look at the whole year and say, Hey, uh, there was, um, a decline this month over the, the month prior, and here's why. And it gave you, you know, some indication as to why there was a sharp decline or why there's a sharp increase. So you get that in, in plus. Uh, and then, you know, something near and dear to all of the accountants and bookkeeping pros on the, on the call, uh, the reconciliation. Uh, this is, this is kind of a wait and see what this, what this all boils down to. Uh, but I've seen some, uh, some iterations of automatic, uh, reconciliation. Whether you can upload the statement or the statement is automatically fetched for you. Uh, and how that, how that boils into, into the reconciliation. So tho that's what you get with, uh, with plus. Advanced doesn't even have enough room for a picture. Uh, because there's the finance

Sharrin Fuller: 22:40

advanced, you set it and forget it.

Dan DeLong: 22:44

Yeah. The Ron Pope, uh, uh, version of QuickBooks. Um, so we have the finance, the finance, uh, agents. So you get a little bit more on the, on the insights. Uh, there, there will be forecasting and, and planning, uh, options, uh, variant analysis, uh, with the finance, uh, agent, actionable recommendations. And then back on your, uh, your intuit assist feed. You'll have some dashboard, uh, summary. So all of those things are kind of rolling into the finance agent, uh, projects. Uh, so you have a project management, uh, agent now. So the project tracker will help keep you, you know, date conscious, uh, and those types of things. So you'll see, um. Nudges from within side of QuickBooks on, on the, on the project dashboard. Um, task suggestions for you and your team. Uh, and then of course, things that we're all really concerned with, with regards to projects is the profitability insights. Are you tracking things properly back to the project? And then as far as the payroll, again, you'll need the pay payroll service, uh, in order to get the most out of that. But collecting data, uh, making sure the times, uh, timecards are, are entered properly. Uh, doing some auto payroll runs and requesting approvals, uh, when they're, when they're needed. And then analytics, uh, you're gonna get some on demand reporting and insight a little bit more than, uh, what you see with, with Insider Plus. So those are the agents. And I want, now my machine is flickering, so I can't launch the second poll. Um, can I, have you seen the, oh, there you go. The, uh, the agents. And what do you think of the agents? Uh, are you on a wait and see? Uh, all fluff, no substance. Uh, seen some interesting insights. Uh, Sharrin, what do you think about, uh, have you seen any of these, uh, agents and, and what are your thoughts?

Sharrin Fuller: 24:50

So, yes. So out of all these things you listed, this is gonna sound so ridiculous, but my favorite one is knowing when something was posted from a agent or a rule.'cause I think the hardest, because as we're transitioning into this, right, we had the rules before and it was hard enough. You're like QuickBooks, that was not the right rule, right? Um, so now being able to look and go, okay, this was run a report or, or take a look and see what got posted. I think it's a really good transition into starting to trust the system and understand it. So that was honestly my woo-hoo moment when it came to seeing all of these things. The rest of them. I'm, I'm skeptical, you know, and I think I see and hear a lot of people are, and, and we all should be. This happened like this, right? We were all warned that it was gonna get super AI real quick and I don't think we all were prepared for is how quick it happened. So I feel like in these things,'cause sometimes it's baby steps and if that's our baby step, that's my baby step at least'cause, but the rest of these, I think it would be, they're really cool, but it would take me a little bit to like let go and trust. I think the trust is, I've seen too many Will Smith movies with the robot so, um, the trust is always gonna be a very, very fine line there.

Dan DeLong: 26:00

Exactly, and I think, uh, Andrew in our, uh, q and a, he, he asked a, a pertinent question, and I think it, it deserves, uh, a, a conversation. Um, it seems that the agents will make the clients feel that they don't need us to help with their books anymore. I agree. What what are your thoughts about, about that?

Sharrin Fuller: 26:20

I mean, so it's, the computer only knows what we tell it. So if somebody is not telling it, it cannot learn. Starbucks for one company may be travel, Starbucks for another company may be, you know, marketing. But we have to teach it, it learns from us. So if, if you can't just say, okay, here you go, and the clients don't know what they're doing, that's why we all have a job. So I usually just tell my clients, if you wanna try that, go ahead for a mug. Let's repair, let's compare reports. But, you know, the good thing about this though, is it does allow us to program it and then allows us to be proactive in advisory. Um, really just, we're living in more of that. Let me help you, let me get ahead of it instead of, let me see the data after you've spent it. So, and you, one thing that was just asked real quick that I, I was really curious about as well, desktop doesn't have any of this, right? It's only online. Or are they able to roll these things into desktop? Did we? Yeah, I didn't see that anywhere.

Dan DeLong: 27:19

Yeah. I don't, I don't think you'll see these agents show up in, in desktop. I don't think so either at all. And I think that,

Sharrin Fuller: 27:25

yeah, I don't think so either.

Dan DeLong: 27:26

That is kind of the, the concern about desktop is that you, you really can't get these insights, um, on a, on a desktop, even if it's connected to the internet. Yep.

Sharrin Fuller: 27:38

Um,

Dan DeLong: 27:39

you know, because it is, it's gotta be, it's gotta one, it only checks for an internet connection when it needs to, right? Mm-hmm. When you launch QuickBooks. Mm-hmm. Or when you, you know, it's maybe not always run on run

Sharrin Fuller: 27:50

feed

Dan DeLong: 27:50

Yeah. Type of thing. So to get that information, um, in a usable way, um, is, is probably gonna be a challenge, uh, for, for the desktop product.

Sharrin Fuller: 28:01

Yeah.

Dan DeLong: 28:01

Um, and then, um, what was I gonna ask you That, uh, that, that popped up here? Uh oh. Um, oh, so there, um, my, my, my tenure there at, at Intuit. There was always, you know, new updates and things like that. Mm-hmm. And we were always concerned about, um, well, are we gonna be out of a job because they're making things so, so easy, you know? Yeah. Whether it comes to installation or, you know, these types of things. Um, that's always the case. There will always be a need, uh, for, for professionals to help.

Sharrin Fuller: 28:38

Mm-hmm.

Dan DeLong: 28:39

Uh, in this, it's just the, the more the, the, the bottom, you know, the, the low hanging fruit, uh, yeah. Of, of those things is, is really what they're. Go ahead.

Sharrin Fuller: 28:51

Uh, no, I'm, I'm so sorry. My, my brain goes so fast, Dan. Um, no, I agree. This once we actually use it, know how to use it and trust it. And here's the thing, if you're at a point in your career, you're like, I'm retiring in a few years and my clients wouldn't deal with this. Honestly, you know what I tell'em then don't. If your clientele is not into it, it's okay. That's why there's a product like SimpleStart and for us, we had all these different plugins, right? These different applications that we were using to do what QuickBooks building. Now, now, because QuickBooks has launched stuff so quickly, like I said, the trust is a little slim. I wanna be super, you know, happy about it and I'm sure it'll all work itself out. But for now, we have a few clients on like plus in advance, and we have a majority of our clients on Simple start using those plugins. And I think we're kind of comparing the two price wise and functionality wise to see are we now getting from QuickBooks what we got from. Our simple start with all of our plugins. And when we start seeing that, you know, we have that trust there like we do in this system, we'll likely move over because it is convenient, it's in one spot, which is also scary if you wanna, if you wanna get into that. But, you know, again, convenience and being able to be sit back and be proactive and be an advisor. We're not your, if that's where you're gonna make your money, you, you gotta be proactive.

Dan DeLong: 30:10

Right. Being ahead of the, uh, the impending wave that, uh, that that is coming is, is where you're, you know, if, if you're a surfer, um, yeah. You know. Trying to swim out while the wave is coming is probably not the best idea. But you wanna be positioned to catch that wave. Yes. To come into the jewel, right?

Sharrin Fuller: 30:30

Yeah. Yeah. I mean, they sit and paddle on the still water for forever.'cause they're like some point, you know, and somebody would just mention about the rules. That was, that was really rough. Our, uh, we fortunately moved, not fortunately, we used a, um, application to work that fetches that does the, the auto feed and the FET bank statement fetching. So we had a lot of our clients out of the feed and QuickBooks, and then they launched all these things and then I heard the rules went haywire. So I'm like, okay, we got out in time. So now I said we're watching.'cause we'll come back in. I'm, I, I, I just, I know we'll come back in.

Dan DeLong: 31:05

Right. So that, that's a great segue, um, into the AI powered bank feed. Oh.

Sharrin Fuller: 31:11

Oh, it wasn't even intentional. Total accident.

Dan DeLong: 31:14

It's a happy little accident. Uh, there we go. That's what my dad called

Sharrin Fuller: 31:19

me, Bob, my whole life.

Dan DeLong: 31:22

Well, that sounds like a therapy session. All right. So the, um, the new bank feed, um, AI is getting its context from prior transactions, uh, in history, including attachments. So as you, uh, attach things to, uh, to transactions or take pictures, uh, that's where the AI suggestions are gonna get more context in the inside the bank fee. And it'll also get it, of course, from the, from the bank details, from the, from the download. Uh, but if, uh, as we saw in, uh, I think it was not this last, uh, scaling, uh, but the one before where digits was on the, uh, main stage there, they were talking about the, the bank details, uh, in, especially in an a CH environment. There's only so many characters. I think they only have like 96 characters to put in the bank details. And there's only so much information that's gonna be in there. And, uh, whether it's the business name or the type of business or the phone number to contact, uh, all of those things are, are gonna be, there's really only so much context that you're gonna be able to get from 96 characters, right? But in the bank feed, you're gonna be able to edit within the table. Uh, there will be, uh, the rules will, will pre, um, the, the higher priority than ai, right? So if you've set up explicit rules, those rules will, will take over, uh, before the AI suggestions get in the way. Um, and there's gonna be sparkles all over the place. Um, and then, uh, we want to talk specifically about, uh, the, the new feedback option that is just for the bank feeds and just for accountants. We'll talk a little bit about that. There's a lot of people out there that have created a lot of things about the new bank feed. Um, Hector has a great video, um, really just kind of giving it, uh, giving the overview. It was three months ago. Uh, so that has likely, you know, been updated, um, several times since then. Uh, but it's a great foundational, um, lesson on the bank feeds. Uh, we talked about it on the unofficial QuickBooks, uh, podcast as well as, uh, on the, uh, workshop Wednesday, so you can always go in there. Um, there's, there's blog articles, the firm of the future, so anything that you wanna learn about the new bank feed, um, is, is available, uh, from this slide. Um, but we really want to talk specifically about the, the feedback channel, uh, that the, that Intuit is making available for just accountants and ProAdvisors. For, for this bank fee. Right. So part of the, the challenge, and, and Sharrin, you might be able to, uh, share your perspective as well, but part of the challenge of sending in feedback is you don't know where that, where that feedback went. Uh, if it's new or if it's, oh, I

Sharrin Fuller: 34:24

know it's under my desk in the bin. Just kidding.

Dan DeLong: 34:28

I just kidding. The circular file.

Sharrin Fuller: 34:30

Yeah. They call it file 13. I thought I saw that on something once.

Dan DeLong: 34:35

So the, the, there, there was a feedback channel, uh, that Intuit had called the Voice of the Customer, which was a website that you could go to. You could log in, you could see prior, uh, prior people's, um, uh, feedbacks, feedbacks prior, prior feedback entries. And, um, you know, rather than reinventing the wheel of, of providing all of the. Actionable data for, for feedback purposes. Um, you could just click a, an outvote, uh, yeah, those types of things. Um, so that's what this is, uh, just for the bank feeds, just for accountants, right? So,

Sharrin Fuller: 35:15

yeah, uh, it's

Dan DeLong: 35:16

called canny and, um, and you have to create a login recommendation is to use the same email address that you use for your QuickBooks. Um, but you'll be able to, um, log in, you'll be able to see, um, what's on the roadmap. Um, product development is, is in there. Um, product management as well as developers, uh, can provide context about, uh, about the feedback that that's in there. You'll see things that they're working on and the things that they've already implemented, um, and more importantly, you'll be able to go in there and, uh, and, and, and rather than wasting your time telling. Telling the, uh, you know, providing the feedback. If somebody's already done that for you, you just upvote it so that you can put more voices to the same feedback, which will then allow people to see, you know, how much of a prior and, and prioritize the, the feedback over one over the other. Yeah. So, um, what are your thoughts on, uh, on that feedback channel?

Sharrin Fuller: 36:25

I, I mean, honestly, and all these, a lot of other softwares been doing this for a while, so I think it's, it's late to the game. Um, keeper, I was one of the first ones I saw that did it and then Anchor and I got really excited like, Ooh, up vote down. Vote up vote. So it is really nice when you get that, the weekly email of this is what people have sent in, this was what's important, and it kind of lets you know if you're. If you're part of the majority or if you're, you know, a weirdo with a weird situation. I am typically a weirdo, I'm not gonna lie, but it is nice when I see my thing at the bottom and people see it and they start up voting. I'm like, yay, trendsetter. But I love it. Um, I think visibility and transparency is what we absolutely need. Um, especially supporting each other as accountants, accounting firm owners. We, you know, I, I think this is, it's, it's a long time coming for sure.

Dan DeLong: 37:18

Yeah. And, uh, if you've downloaded the slides, I see people asking, well, how do we sign up for candy? Um, on my, uh, on my blog article about, uh, the, the AI bank feed as well as in the slides here, there's a link there to be able to register, uh, for, for candy there. So I definitely would, uh, recommend, uh, that, that people sign in for that because, um, you know, this is, like I was mentioning, there was, you know, a voice of the customer site like that. You

Sharrin Fuller: 37:48

know, almost

Dan DeLong: 37:49

a decade ago. Um, yeah. And then, uh, then it just turned into this nebulous give feedback. Mm-hmm. Um,

Sharrin Fuller: 37:57

this is,

Dan DeLong: 37:58

this, this could potentially, I think this would, could potentially be, you know, for across the board feedback and being able to, uh, see that, uh, so if we don't use this, it's likely gonna go away. And, uh, we'll be back on the, uh, the nebulous wall of feedback.

Sharrin Fuller: 38:15

Well, one thing people need to remember is Intuit isn't on these webinars. They don't sit in all these and read our comments. Like, so be having the conversations between all of us is great, but if we don't all collectively go in and give them the information and click submit, they don't get it. And it doesn't roll up the, the chain to put on a roadmap. So, um, Kathy just made a good comment about I don't want another place to log into. And that made me think of that as well. I, I, I haven't done this yet because I, I tell people to give feedback. I don't do it myself. That's, that's in my teaching style. Do as I say, um, that's a joke. It's a joke. Um, do you register and then it's almost like, okay, it's embedded. You register, I'm in QuickBooks, um, and as long as I'm logged in, it's there. Or is it like, Hey, I'm taking you a completely separate, different place. So I didn't look, I didn't check that

Dan DeLong: 39:05

sign up and register once. Um, the, the other times that I've gone into, uh. The site. It's already had me logged in. It's not like it, it Oh, cool. Times out or logs you out. Uh, but you'll be able to, to see they within the

Sharrin Fuller: 39:20

software right there. So it's almost like they used a, a different software to embed into theirs, which we know they'll end up building their own while they're using somebody else. Mm-hmm. So kind of a temporary placement. All right. I like that. That makes me feel a bit better. How about you, Kathy?

Dan DeLong: 39:34

Let, uh, let Kathy answer that. We'll see what she

Sharrin Fuller: 39:36

says.

Dan DeLong: 39:37

Right. While we're, uh, while we're waiting with bated breath for Kathy's response, um, the Intuit tech survey, um, was, was, uh, launched, um, last, uh, was spring springtime. Um, so we want to kind of cover over the, uncover the, the findings. Um mm-hmm. So who responded? Right. So it, 700 accountants were, were sent a survey and 33, 30 6% were owners of firms, and 64% were employees of firms. But 24% of those that were employees were in a firm with over a hundred employees. Wow. So pretty, pretty large firms. Um, you know, well, um, you know, the demographics and, and, uh, cross section of accounting professionals and, um, you know, pretty evenly split between male and female, which is, which was a little surprising to me because, you know, I go to these accounting conferences, I'm the minority, uh, when, when I see there, I barely see, uh, any other guys there. Hey,

Sharrin Fuller: 40:42

so I, 15 years ago, 50 years ago, we couldn't even have a bank account, so our husband, so, you know what? Too bad Dan.

Dan DeLong: 40:50

Hour to you. Uh, so this was originally compiled in, uh, April of 2025. So the results are, are just coming out, uh, three months later. Um, so we're gonna break it down into the different sections there. Uh, AI and automation, since we're talking about, you know, the, the AI features in, in QuickBooks online, 64%, uh, planned to, uh, to invest or upgrade their AI in, uh, in the next year. Uh, that was a, a slight increase, uh, from, from the year prior. And 95% use automation, uh, and, and 46% use AI every day. Now. Didn't go into great detail as far as. What they're using. Uh, and what constitutes using AI every day? Is it just asking chat GPT? What did I eat today? I don't know. Um, taking pictures or, you know, generating images.

Sharrin Fuller: 41:49

Yeah.

Dan DeLong: 41:50

Or, or whatever. But are we working on, hi, you know, a lot of these AI and automations clear the way. For mm-hmm. The, you know, things that we were kind of talking about the, the, the compliance work and the, the, the categorizations. Uh, but are we working on high value work or just shifting busy work? Yeah, that's, uh, yeah, that's, that's the question. Um, yeah. What has been your, your thoughts about, about that, Sharrin?

Sharrin Fuller: 42:17

I, I honestly think that accountants that like the busy work, are gonna find the busy work regardless of how many AI agents or what they do. Some of us are just very comfortable in that busy work because that's how we started and where we, we. Feel we need to live. So we're afraid of letting go of that. But while a lot of the, a lot of the people in the chat are talking about, you know, their, the AI's not working correctly and I completely agree it doesn't, but it's going to, right. Because the more we use it, the more we feed it, the more it's gonna progress. So I feel like in a couple years from now, we're gonna, these aren't gonna be, we're gonna be laughing about how when we used to do these things on our own, right? So it's a matter of, like I said, com, we keep a certain set on the QuickBooks Plus advance, keep an eye on them, use the plugins and the such on the simple start and compare. And once the QuickBooks starts getting everything together and streamline, bop it on over.'cause it makes sense. But yeah. Right. I think if you want busy work, you're gonna make busy work. If you don't, you're gonna, you're gonna find a way to get it off your plate.

Dan DeLong: 43:16

Right. And, and you, you, you said something really, uh, important in that machines don't unlearn. Things, right? No. So they, they typically don't get dumber.

Sharrin Fuller: 43:26

Yeah, no. As

Dan DeLong: 43:26

as, I mean, I, I, I've forgotten guys. Most of guys, we all

Sharrin Fuller: 43:29

saw the matrix. I mean, come on. It's like, Hollywood's been telling us for years what's gonna happen. We're sitting here like, what? So I'm over here prepared. I'm prepared. My chat. GPT has a name. I say goodnight to it. I say good morning. I offer a coffee because when the, when the robot overlords come for me, I would rather be their right hand servant than out in the field. And you guys laugh at me now, but we'll wait and see.

Dan DeLong: 43:53

Yeah. Just saying I use, am I joking or am

Sharrin Fuller: 43:55

I not, Dan, you

Dan DeLong: 43:58

Right. Hey, you know, you always, uh, we, we had a, uh, an AI cohort, uh, for the last, uh, four weeks in at School of bookkeeping and mm-hmm. Um, you know, the, the, the, the subject matter expert that I had, uh, he's, he's like, we alwa. I always say please and thank you. To, to, to chat GPT, just in case. Um,

Sharrin Fuller: 44:20

plus I heard it uses up their energy and it makes'em really mad. So I, I, that's me, you know? I'm like, Hey, tell me how to do this. Thank you. Have a great day. I like that back and forth just to stick it to'em a little bit. Right? Just'cause I feel better about myself in the end.

Dan DeLong: 44:33

Exactly. Um, yeah, just in case, um, they start to turn on us, um, the, the ones that it's not,

Sharrin Fuller: 44:39

if Dan, it's win, it's win, keep them happy, keep your robots happy.

Dan DeLong: 44:44

When they become self-aware and they start talking to other agents,

Sharrin Fuller: 44:49

when my Roombas can start going up steps, I am in trouble.

Dan DeLong: 44:54

All right. So all of this, um, this, the, the, the tech, uh, and, and, and changing the, uh, the, the busy work is, is in service to strategic advisory. You know, by, by doing less of the, the compliance work, the hope is that. This will allow and make room for being able to add those higher value advisory services. So 79% expect advisory to grow in their, in their practice. Uh, which of course, 94%, uh, with those higher value services should, uh, believe it will boost their, their revenue. And 95%, uh, said tech helps them spend less time on compliance work and more on the client relationships. But, you know, do current clients value high high advisory? Uh, I couldn't say it. Do they do the, does your book of business, are they the type that would value those high, high value services? And are we equipped to deliver that? That's some of the Yeah. Buts with that. With that, yeah. Right.

Sharrin Fuller: 46:09

I mean, some will and some never, never will. And that's okay. That's, it's okay. That's what I tell people. But the ones that never will good, we have a lot of those. Those are my, honestly, those are my money makers. The ones that I, I'm like, cool. We do their books. They pay X amount every month. We barely touch them and they're happy with that. That's the ROI on that is super high.'cause everything's just doing it. The, honestly, the ones we have to do way more work for the fractional ones, those are the ones that you need us and we have to be in there. No matter how much we automate, there's still high level factoring that needs to be done. But yeah, some clients are never gonna see the value in what we do and that that's, that's okay. Yeah. While still take their money.

Dan DeLong: 46:48

I, I went to the, uh, to Hector's, uh, reframe, uh, conference in, in New York. It was just a one day consolidated. Mm-hmm. And, uh, one of the big aha moments that, that I got out of it was somebody was there complaining about, you know, these high touch clients. And his, his answer was super simple, is like, well, I think you have just reached or, or illustrated your highest subscription level.

Sharrin Fuller: 47:18

Yeah.

Dan DeLong: 47:18

And then now you just need to associate a, a fee to that of where you would not be annoyed.

Sharrin Fuller: 47:25

Yeah.

Dan DeLong: 47:26

If exactly. With somebody like that. Right. And then honestly, my

Sharrin Fuller: 47:29

whole business I have right now is on that. And we, I, my last one was very fractional controller, fractional, CFO, very high touch. We had all, we had a very high revenue in small amount of clients. This is what we have a lot about. Clients, high revenue, but we barely, we can run the whole thing on two pe, two people in tech. Right. All right, so move on. So no way's wrong, Dan. We're all right. Nothing, nothing is, nothing is real in life, except death is death and taxes. So, you know. Right.

Dan DeLong: 48:00

Exactly. I'm trying to get, uh, somebody was asking, where's the link for candy? And I'm trying to provide the, uh, landing paycheck. All right. Um, so all of this is in service to, uh, the, the, the technology that's there. Now we're getting into this, the place of tech overload or overload, excuse me. Not, not an overlord.

Sharrin Fuller: 48:22

I think you had it right the first time.

Dan DeLong: 48:26

Okay. We're, we're beholden to the technology, right. We're mm-hmm. Now, um, you know, of, of those that were, uh, surveyed, uh, average, they're, they're running about eight apps for their core operations. Uh, and as, as, uh, you know, the de devil's always in the details.

Sharrin Fuller: 48:44

Mm-hmm. Um,

Dan DeLong: 48:45

41% are struggling to integrate them, right? Yep. So, um, one, you know, one thing over here, uh, doesn't really talk to or has a disconnect, uh, between something else, right? So, um. Is that really what, uh, what you've kind of focused on in, in your, in your new adventure, helping people fig find out that tech stack that actually just works? Yes.

Sharrin Fuller: 49:11

Yes. And that, that is the hardest part. It, um, as we all know, accountants don't like change. We, because we know it works. And even if it takes us 10 times longer to get there, we know it works and we can trust that process. So getting people to get outta the process and trust something new, what I found is it's baby steps. Let's just do one thing and adjust that and work on that. Okay. Now you feel good. Let's do one more thing. But it's never a rip the bandaid off. I'm a rip the bandaid off person when it comes to me, but, uh, that is not how the general population of accountants work at all. It's just, and it can be overwhelming. This is so overwhelming. It really is. If you've, if you're just stepping into it,

Dan DeLong: 49:50

29.

Sharrin Fuller: 49:51

Oh, right there. Overwhelmed.

Dan DeLong: 49:55

Yeah, it's a 66% are, are, are feeling overwhelmed weekly, uh, with, with their technology. Uh, but they're also spending less on technology than, than they were the year prior. So,

Sharrin Fuller: 50:08

yeah. Um,

Dan DeLong: 50:09

it's certainly not, uh, the, the, the, the price decreases, um, because every day we seem to be No. Do you think it's just like a I didn't

Sharrin Fuller: 50:18

have time, I didn't have time to deal with it. I paid for it for three months. I didn't have time to implement it. I didn't learn it, it just took too much time. So you just go, eh, cancel. I think that's what happens a lot.

Dan DeLong: 50:29

Mm-hmm. Yeah. And then, and determining if the, if the juice is worth the squeeze, right? Yes. Like how much, how much effort is actually gonna be taking in. Are you gonna need to invest in order to get Yes. Um. Get the, the, the results that you're looking for. And were those results, uh, actually useful. And if it falls into the 41% that you're struggling with it, you'll just abandon. Yeah. Uh, that technology,

Sharrin Fuller: 50:56

I have a tech philosophy. Um, it is, I don't do demos. If somebody offers me a demo, I tell'em, no, give me a test. User. User.'cause if I can't jump into your product and figure out the basis of it in five to 10 minutes, I don't even wanna be a part of it. It means it's not the user interface, user experience. It's, it's not gonna be good. And I don't like it. So gimme a login. Let me try it. If I can figure out a large portion of it, I'll use it. Otherwise I move along to something else. And then after that I'll do the demo and you can tell me all the amazing things. But that's honestly how I've learned to use, how I've learned to

Dan DeLong: 51:31

That is a good, my

Sharrin Fuller: 51:32

software

Dan DeLong: 51:33

that is a good best practicing.

Sharrin Fuller: 51:36

All right. You're all welcome.

Dan DeLong: 51:37

All right. Let's talk a little bit about the, uh, Facebook group and, uh, some of the more, uh, prevalent posts. Um, we have about, oh, close to coming close to, uh, 18,000, uh, members, about 9,000.

Sharrin Fuller: 51:51

Whoa. You're a big deal.

Dan DeLong: 51:54

Uh, yeah.

Sharrin Fuller: 51:55

I'm in the group, but I never paid attention to how many people were in it. Wow.

Dan DeLong: 52:00

And, and, and, uh, yeah, the fact that there's like close to 9,000 in the last month that are active, uh, I think that's fantastic. Uh, the way that, um, it's really, it's really all about people helping people. Um, there is an intuit presence, however, it's not designed to bypass. Yes. Talking to Intuit as much as we'd like to. Now, if you really wanna bypass talking to Intuit, then sign up for quick answers at School of Bookkeeping, and then you can talk to me instead of talking to Intuit. Um, but there, there's that

Sharrin Fuller: 52:31

the second best thing.

Dan DeLong: 52:33

Yeah. Um, and we're looking to implement and we have, we've been trying to find a, a, a giving marketplace, uh, to, when I see that there, that, that people have helped each other and, and really nobody's getting paid for the Facebook group. Mm-hmm. But, but there has been a lot of great resources, uh, shared within each other. And I want to make it. You know, um, I, I want us to be able to give back. Yeah. So, uh, we're looking into like a, a, a donation marketplace so that if we see that good answers were given, then hey, make a donation to the, to the charity of your choice, uh, based on the value of whatever it is that you received. Oh, it's a charity.

Sharrin Fuller: 53:18

I just gotta quit my job and sit in there and ask for money. I live in Vegas. I can't do it on the corner, Dan. It's very hot here. At least here, I could maybe make a living in my air conditioner.

Dan DeLong: 53:28

Exactly. Get some stars or, uh, points on the, on the Facebook card. But really we wanna make it people helping people helping people, and making mm-hmm. Making the place a, uh, world a better place here. So, um, we're gonna talk about your favorite, uh, subject, uh, QBO payroll because you don't like QBO payroll. Uh, if I said that

Sharrin Fuller: 53:49

openly, I try not to upset into it in any way. So if I've said that openly, I agree to disagree that I've said that. It.

Dan DeLong: 53:59

Uh, so there, there's a link there to the post. You can, uh, check it out. Uh, but basically what happened was, is, uh, they had, uh, moved to Gusto, um, and, uh, turned off the auto filing, uh, inside of QBO payroll. Uh, so there was no payroll inside of, inside of QuickBooks. Uh, however, I don't know if the, the timing, you know, what happened with the timing. Uh, but what happened, and I've seen this, uh, in, in other instances, is that, uh, QuickBooks, uh, filed a zero return before the real payroll service, um, which then caused the real payroll service, uh, filing to get rejected, uh, because mm-hmm. QuickBooks was, was first about it. Um, so what ends up happening, uh, in this case is they had to do an amended return, uh, and then it becomes, uh, a finger pointing, uh, situation between the two payroll services as who, whose fault that was, um, and whether or not, uh, who's going to handle the, the amended return, right? So if you've turned off your, uh, your payroll filings, uh, which is in the payroll settings, uh, there, there's just a checkbox there to automate the, the taxes and forms. Uh, you just uncheck that. If you, if you don't, uh, want intuit to, uh, do the taxes and, and pay the taxes and file the forms for you, then you just, uh, you know, it, this, I believe in this particular case, it was all about the timing of when they decided to do that.

Sharrin Fuller: 55:36

Mm-hmm.

Dan DeLong: 55:37

Uh,'cause if they did that in the middle of a quarter, um, that may not. Take effect until the following quarter, um, when there, when there's no longer any information in there. So I think that's, that's ultimately what happened. But, uh, don't waste your breath trying to get into it, to, uh, to fess up to that because in, in the, in the reality of things, uh, you're just gonna need to do the, the amended return anyway and talk to your current Yep. Payroll provider. Yeah. Uh, to be able to do that. Um, if it's the other way around, um, I'm not sure how that would, uh, go out, but I, I do believe, uh, doing the, uh, amended returns is, is something that Intuit, uh, in QuickBooks payroll is, is working on. Uh, but I don't think you'll be able to do that today, but that might be something in the future. And, uh, friend of friend of our, uh, of the group, Stacy Byrne, um, actually posted this earlier, uh, and actually found the answer herself and was nice enough to update the posts so that we could all see that without having to go into the, um, uh, the comments to be able to, to see that sort of thing. Uh, but um, in this particular case, it was troubleshooting a balance in undeposited funds or payments to deposit, depending on what version of QuickBooks online you're, you're dealing with here. Um, mm-hmm. But they were seeing a large balance in, uh, undeposited funds, but when you go to the bank screen, uh, they didn't see any funds to deposit. Well, what happens is that when you are using QB payments, um, on the bank deposit screen. The QuickBooks payment section is automatically collapsed by default, uh, because in reality, you really shouldn't have to do anything with QuickBooks payments once you mm-hmm. Send the invoice. And once they're paid, um, the rest should be done automatically. Um, sometimes it can't do that. And you usually get an alert on your, uh, on your QuickBooks, uh, somewhere. And, uh, and then you have to go in here and actually expand the QuickBooks payments and be able to make those payments, uh, manually. Usually it's when you've refunded more amount than you've taken in, in that day, and it's having trouble making the negative deposit, which is, uh, is a little bit of an oxymoron, uh, for the deposit screen. Making a negative deposit is really a check, uh, but it can't do that through on deposited funds, so. Sometimes they'll sit there and you'll have to make those, uh, make those manual, uh, actions. Journal

Sharrin Fuller: 58:21

entries.

Dan DeLong: 58:23

Yeah. Yeah. But, um, I've, this was a common, uh, thing when I worked there that people didn't even know it was there because it was collapsed by default. Um, so that's always something to look for when you see a balance in positive funds. And, um, but don't see anything on your positive funds or your bank deposit screen to be deposited. Mm-hmm. Always check and make sure if that is, um, collapsed there for you. All right. So we time that right,

Sharrin Fuller: 58:54

right at the, right on the dot. Right on the top.

Dan DeLong: 58:57

That's our last, uh, last question there. Uh, was this information used? Of course. We have the, uh, go ahead and

Sharrin Fuller: 59:06

just know, I can see the responses and I will come for you. Oh, what. We must have, we have a QuickBooks, we have a QuickBooks Desktop users. I have a feeling, I mean,'cause it would, it's true. Um, it would be unuseful for QuickBooks Desktop. Yeah, absolutely. But I have a feeling they're trying to move away from that. I don't think we're gonna see desktop in a few years. I think that you're gonna have to move to enterprise. That's my personal opinion. And it comes, people come at me pretty hard with that one, but I don't,

Dan DeLong: 59:32

it's all speculation.

Sharrin Fuller: 59:35

Uh, I speculate that.

Dan DeLong: 59:39

Uh, so next time on the QB Power Hour, we're gonna be talking about the, the changes and, and updates on migration from desktop payroll or desktop to QuickBooks. And payroll will be part of that, uh, as well as attachments. Uh, so there's always been a, uh, what happens to attachments, uh, when we move. Got a big chat about

Sharrin Fuller: 1:00:00

attachments in here, so yeah.

Dan DeLong: 1:00:04

Uh, so hopefully you can join us, uh, next time in a couple weeks on that. And, uh, Sharrin, thank you again for, uh, for joining us here today. Thank

Sharrin Fuller: 1:00:13

you. This was awesome. I love it. Really appreciate you

Dan DeLong: 1:00:16

joining us.

Sharrin Fuller: 1:00:17

Thank you. Thank you for having me.

Dan DeLong: 1:00:20

All right. And we will see you next time on the QuickBooks Power Hour. And hope everybody has a great day.

Sharrin Fuller: 1:00:26

Bye everybody.