QB Power Hour - What's New in QuickBooks Desktop 2021

Dan is joined by Matthew Fulton and Carrie Kahn to cover the new and improved features in QuickBooks Desktop 2021

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

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

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

Transcript

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Dan DeLong: We will


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Dan DeLong: Welcome to a QB power hour. Today we're going to be talking about what's new in QB desktop 2021. So this is a rarity.

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Dan DeLong: For the power hour because typically we we tend to focus on what's new in QuickBooks Online, but last Monday QuickBooks desktop was was launched QuickBooks desktop 2021 so we are going to just kind of highlight those new features new and improved features in QuickBooks desktop.

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Dan DeLong: Today, we're not going to be joined by Michelle. Unfortunately, she had a death in the family.

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Dan DeLong: And so she's not going to be joining us today. But we do have some extra special guests. Joining us today I am going to post on our Facebook group.

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Dan DeLong: Just a little message for for Michelle. So if you are a member of the Qb power our Facebook group which is close to 10,000 members go in there and and let, let me show know that you're you're thinking about her today.

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Dan DeLong: My name is Dan belong and owner of bandwidth where we transform businesses through technology, formerly of Intuit for about 18 years

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Dan DeLong: And technically editing can do for dummies sixth edition already so and and working with a couple of folks that are joining us today. So Matt, or fargo Carrie.

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Dan DeLong: Carrie con. We want to introduce yourself.

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Carrie Kahn: Yeah, I'm Carrie Kahn and work actually work with Dan on our project of school bookkeeping.

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Carrie Kahn: I'm also Advanced Certified like Michelle with desktop online. We've been in this industry forever. I'm also a reseller member of the trainer right that right or network. As you can see all these things on here so I'm really excited to be here.

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Carrie Kahn: And as many know I don't hide how much I love desktop so happy to help and highlight some of these new features.

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Dan DeLong: Your motto is desktop is not dead, right.

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Carrie Kahn: No, it's not. It's still a choice, pick the right one for your customer, right.

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Dan DeLong: And we're also joined again by friend of the show. Matthew Fulton, introduce yourself for us.

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Matthew Fulton: Hello everybody, I'm Matthew Fulton with Parkway business solutions as well as a co creator of the Facebook group TV community live with my good friend, Linda Asante

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Matthew Fulton: To group, much like QB power will be infant version of it. We're still growing, I should say, but it's based on the concepts together. We all succeed. So I

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Matthew Fulton: am honored to be on the Qb power hour again for a second time. It's exciting to see after so many years of everybody talking about desktop is the desktop is dead. This re vitalization of this product which is so important to so many people.

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Dan DeLong: Exactly. And now, both of you are members of the Intuit trainer writer network. Now, does that involve you know how, what kind of interaction is that when you do trainings, or do you write, you know, as a more focused on the writing part for you or the or the training part for you.

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Matthew Fulton: For me, so

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Matthew Fulton: For me, it's been more on the training side of it than anything else.

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Matthew Fulton: I'm sorry, said that the wrong way. The writing side and it's creating articles, you're sharing knowledge. Everything else I

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Matthew Fulton: Was one of the more recent people added to the train writer network and haven't had much opportunity to conduct trainings, where you would necessarily go out to do the trainings for some strange reason this year.

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Dan DeLong: Yeah, I'm not sure why that why that happened.

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Carrie Kahn: And and for me to there's, there's a lot of opportunities to write blogs to do stuff for within into projects and then trainings and classes and webinars. It's really covers the gamut of stuff. So it's a lot of opportunities and networking and this year's been very unusual so

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Carrie Kahn: We can still do these things, virtually so the education can continue

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Dan DeLong: Exactly.

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Dan DeLong: Real quickly just

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Dan DeLong: Add to it, though.

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Matthew Fulton: Anybody who's interested in it. It has been one of the most beneficial things that I've ever been a part of

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Matthew Fulton: And truly what they're looking, they look for is there, it's for people that are out there, sharing their knowledge willing to contribute. That's how you become seen and get the opportunity knocked, you know, tapped on the shoulder for it so it's it's absolutely worth it. Yeah.

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Carrie Kahn: Here is crazy and passionate about it. You know, there's an application process and so forth, but it is like you said, absolutely worth it.

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Dan DeLong: Awesome. Well, again, thank you both for joining, especially on such short notice.

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Dan DeLong: So I really appreciate you both coming on. I was talking to Matt before we we broadcast that it's kind of funny because this is like Matt month

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Dan DeLong: To be on the on the Qb power hour we had on last time for the the PPP with Hector and then we did the same thing with his partner, Linda.

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Dan DeLong: In July, where she came on for Kibo advanced roundtable and then we talked about the niche nuances. So it's really funny about how how things just kind of

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Dan DeLong: How we are actually are a community of accountants and and really again. Appreciate you both coming on today.

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Dan DeLong: The little details about the upcoming QB power hour webinars course. We talked about desktop and Vimeo tips and tricks new features.

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Dan DeLong: Plus marketing your practice. We actually have the schedule of events.

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Dan DeLong: Next, Next month is actually going to be focused around money movement. We're going to talk about the nebulous QuickBooks cash account and we'll have a

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Dan DeLong: Relay come on to talk about some of the big business banking solutions that they have and then sending and receiving money with mill mill Leo and

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Dan DeLong: If nothing else will figure out what is the actual pronunciation of Melia is it Emilio is it melly. Oh, that will be the takeaway for with nothing else.

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Dan DeLong: For for that one. And then we've got some other other things scheduled. Here you have the PDF of the slides is available there on that, on that link there.

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Dan DeLong: I know we've been getting a lot of feedback about I can't get the to the slides.

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Dan DeLong: And we're working on that actually today's update I put in a put it in by the day. So, so you should be able to see by the date. That's the first

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Dan DeLong: First part of the name of the slide. So you go to the link there. You should be able to see the slides available there. There's a recordings of the pack prior

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Dan DeLong: prior webinars as well as the podcast. So some new announcement actually with the give me power. This week we're going to be launching our brand new website.

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Dan DeLong: So we're going to have a searchable archive the upcoming webinar calendar so that if you if you need to know what's what's upcoming

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Dan DeLong: It should go live this Thursday. So I didn't want to have that show up, you know, mid, mid you know this webinar cycle. I'm also an email newsletters, Michelle and I are going to be writing a little bit more content and that will be part of the email newsletter as well.

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Dan DeLong: So our agenda today we're going to kind of focus. This is based on the features that are already in 2020 some of those things were released midstream. They call them so slipstream updates.

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Dan DeLong: So we'll talk about those those features, then we'll talk about it all be cumulative so

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Dan DeLong: Your features that are in all versions of QuickBooks desktop and then features that are in desktop subscription. So that's a big

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Dan DeLong: Big change this year with regards to the subscription model that that Intuit is rolling out and then features that are in QuickBooks account. In addition, and then the enterprise platinum and diamond.

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Dan DeLong: versions of QuickBooks.

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Dan DeLong: So, first thing is our first poll what version of QuickBooks. Are you using

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Dan DeLong: So we'll go ahead and launch that and while while people are answering that.

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Dan DeLong: did want to mention. Also, if you have any questions for any of us put them in the Q AMP a section of the of the zoom chat bar there are zoom control, control bar at the bottom, rather than the chat. Because sometimes that just keeps

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Dan DeLong: It scrolls by and it's really harder. Harder to answer the question. So if you do have any questions, throw them in the Q AMP a section and then we can share those answers with everyone.

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Dan DeLong: And Matt and Carrie, do you have any thoughts about. I mean, in your practice. Do you use both are you focus on one or the other. So

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Carrie Kahn: Well, I use internally. I use enterprise absolutely love enterprise, but with our partner program. We have, we support both and and and help with both. So we're I don't use Qb. Oh, on a daily basis, but I love. I mean, I'm just love my enterprise.

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Carrie Kahn: I wish I could vote.

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Matthew Fulton: How amazing was it though that the responses like the both just one

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Matthew Fulton: Immediately like launched off and we use both here, our primary is QuickBooks Online, but we absolutely use desktop environment. We've had we've actually had a pretty substantial increase in the number of desktop clients. We've taken this year for some reason.

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Dan DeLong: Interesting. Let me go ahead and close the poll here.

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Matthew Fulton: And

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Dan DeLong: share the results. So yes so 79% of you.

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Dan DeLong: Use both and

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Dan DeLong: 19% desktop only. So there are some folks with with QuickBooks online as well that are solely in here so appreciate you coming today to find out what's on the other side of what's on the other side of the hard drive in this case.

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Dan DeLong: Alright, so first thing we want to talk about is what's up with the price with

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Dan DeLong: With QuickBooks desktop this year because that was a little bit of a surprise because of the shift that that into it is encouraging and I'm using that word lightly.

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Dan DeLong: subscription based

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Dan DeLong: Pricing for the software. So, and this really kind of ties off against you know just the way the industry is is you know the software industry is in general.

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Dan DeLong: And I know when I worked there in 2008 and they always want you know they wanted to

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Dan DeLong: Subscribe to this model of software as a service because they don't sell software they sell licenses to software. So, so this is just a way to

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Dan DeLong: tie that in as a software as a service. And that's with the plus edition and that is going to be causing more confusion because there is a version of QuickBooks Online called plus

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Dan DeLong: And now there is well there. There always has been. This plus option with with desktop. This is just making a little bit more of a resurgent

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Dan DeLong: With this year's version of QuickBooks. So it's the way that encouraging. This is the by increasing the cost of a one time license. You can still buy it right, Gary, I mean as

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Dan DeLong: A seller.

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Dan DeLong: You do have the ability to

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Dan DeLong: To do that. So the one time fee for the license has gone up, but in the plus subscriptions, those are little lower, you know, to encourage that to be able to do that so

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Dan DeLong: That's an annual subscription and then to also encourage that plus subscriptions include extra services. So the data backup. The Intuit data protect is included. And that's not just for

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Dan DeLong: Not just for the data file. You can backup other things as well. So if you have online backup subscriptions Carbonite you know the this maybe replace that for you or your clients and then the customer care which will answer the, how do I questions. We're not going to talk about

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Dan DeLong: The good, bad, or indifferent.

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Dan DeLong: But

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Dan DeLong: He had that do have that option to call mostly you know i put there for HDI is that, how do I, you know, types of, how do I handle this. I don't, you don't necessarily want to call them about how do I run my business that's where we come in right as as advisors. Right.

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Matthew Fulton: Know, Dan. Since You've Been Gone. It's riveting HDI. It's just not the same. I mean,

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Carrie Kahn: It's not

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Matthew Fulton: As much point was just so great. And one thing to just remind everybody, the US when it comes to subscriptions. We are the last ones out there that are now moving over towards a subscription based model for desktop and are like

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Matthew Fulton: All. A lot of the different countries all have to do a monthly for some time now for a couple years.

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Carrie Kahn: And there's also mentioned to the said, we got it was, it was announced on Monday that you know is released on Monday.

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Carrie Kahn: And and the price difference. It's not quite three times as much. But the one time purchase only usually keeps you about three years and then you have to upgrade so

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Carrie Kahn: They have literally our cost for the Pro is it used to be 184 it's now 359 99 so that's very expensive and for the

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Carrie Kahn: Plus, if you get the subscription, which covers a year 149 95 so I just tripled that price to see

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Carrie Kahn: You know you save $100 so you've got to decide what's right for you. But don't be afraid of subscription enterprise has been doing it for, I think, like, five or six years.

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Carrie Kahn: It's literally the same thing. So you can, you know, put it on your local machine. But in the background. The technology is so it can see if you really have a subscription. And if you don't, if you're not active it'll lock you out.

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Carrie Kahn: But don't be afraid of it, and you get as we're going to go through to get a couple bells and whistles extra using it so it's it's time to embrace the subscription because into it is making it financially better for you to

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Dan DeLong: Get the latest version. So just like you. Patricia asked in the Q AMP. A does this replace the Pro Advisor program this plus

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Carrie Kahn: It.

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Dan DeLong: Does not replace the Pro Advisor program. This is for end users of, you know, your clients, they can

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Dan DeLong: Purchase QuickBooks Pro Plus where they can purchase QuickBooks Premier plus and then that is the annual subscription cost and it's inclusive of the data backup.

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Dan DeLong: The included support, you get the latest version. So when you have an active plus subscription, you'll end

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Dan DeLong: Comes out next year it'll automatically be be associated with their account. They don't have to install 2022 in order to keep continuing to use it if they like the 2021

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Dan DeLong: And they don't want to don't feel the need to update update, you know, learn something new. There's new new products or new features in that version.

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Dan DeLong: If they don't need want to, they don't have to, but they'll have access to it. And then there's discounted hosting. You only get discounts on hosting and then this year.

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Dan DeLong: There, including a subscription only feature to also incentivize the the the going into the into the you adopting the plus or the software. The service option so

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Dan DeLong: Yeah, it doesn't change the costs. It doesn't doesn't replace anything is just a different purchasing option for for QuickBooks desktop.

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Dan DeLong: So we'll talk first about the features that are in

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Dan DeLong: That are in the latest version or their latest release of 2020 and also being billed as new features in 2021

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Dan DeLong: So the PDF preview for emailing forums. There's improved liability reminders simplified the payroll setup and up capital funding so

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Dan DeLong: The free PDF preview for emailing forms so you don't have to look. You don't have to see what attachments look like

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Dan DeLong: After they've been emailed you can do that right now within within QuickBooks desktop when you go to email them, there's an option there to see the attached files and you can preview.

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Dan DeLong: Anything that is being attached to the email, rather than looking your outbox or CC yourself what actually did that look like and that's also that's for not just the the invoices or transactions that you're actually emailing

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Dan DeLong: But also for any attachments that you might be sending along with them as well.

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Dan DeLong: Is there is improved liability reminders and you can integrate your payroll reminders with an email calendar. Now, now this is only for desktop when you have desk a desktop email client. So what I mean by that is if you have outlook.

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Dan DeLong: Or an email program that has a calendar associated with it. Like if you're using Gmail webmail based email, it's probably not going to work that way because it has to detect that there is a email to default email on your computer.

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Dan DeLong: So you can create an email or a reminder for yourself inside the calendar to be able to make sure that you don't forget to do your liability payments or do your tax forms because late fees are awesome, aren't they, man. I

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Matthew Fulton: I personally try to rack up as many of them as I can ever find it's a great way to use my money.

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Dan DeLong: Right.

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Matthew Fulton: One thing to add that you're showing on the screen here, which is great. You're talking about the cloud based like email programs.

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Matthew Fulton: If you use the windows count. I'm sorry. Windows mail program, you can actually link in your Google email.

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Matthew Fulton: And it runs through that desk type of a desktop app and it should be able to kind of connect to it and give you some hybrid aspect of it. But yeah, it's definitely it stuck to the desktop. It doesn't have it Chris has wings to go to the cloud to give me the reminders there.

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Dan DeLong: Now, there's also simplified payroll setup so there's less steps in the payroll setup. I mean, I, this has always been

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Dan DeLong: A nebulous thing when you when you launch the payroll setup and then there's oh there's only 42 steps.

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Dan DeLong: To set up the payroll because, I mean, you need to set up payroll correctly. So you want to make sure that those steps aren't missed

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Dan DeLong: But now it's it's it's consolidated and you can invite your employees to fill in their personal payroll information, much like

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Dan DeLong: You do when you invite a contractor to enter in their, their 1099 information they can do that stuff on their end and it feeds back into into QuickBooks desktop so shared and leveraged

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Dan DeLong: Options of being able to

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Dan DeLong: Set up your payroll properly and there is a simplified paycheck entry, as opposed to the detail of this huge Excel spreadsheet of historical paychecks. So there's a basic and advanced when you're setting up payroll now in QuickBooks desktop.

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Dan DeLong: capital funding.

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Dan DeLong: If you don't know capital QuickBooks capital is is a way to provide or increase cash flow by getting a short term loan.

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Dan DeLong: With QuickBooks capital in you can now access access that from within QuickBooks, and well, as well as use the QuickBooks data to help secure the short term loan so

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Dan DeLong: It makes it easier to apply because the data is already in QuickBooks to be able to get those short term loans inside of QuickBooks desktop now.

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Matthew Fulton: What a great resource for revenue right like for funds right now as we're still expanding and working our way out of everything you know PPP related

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Matthew Fulton: This is another way for businesses to utilize their current sales to kind of extend their runway and build back up their business. So that's great.

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Dan DeLong: So we're going to now dive into the actual features of 2021 so the biggest thing this year is the improved bank feeds.

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Dan DeLong: And we'll actually have Matt kind of take the lead on on that we'll talk about new new customer groups, which leads into other features of automating the statements customizing you'll be able to customize payment receipts. Finally, some of these things are what took you so long features.

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Yeah.

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Dan DeLong: And then talk about the auto matching for merchant payments and there's some tools that are available in with with kind of coinciding with the with the launch of

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Dan DeLong: That will we'll talk about as well. So yes, improve bank feeds it looks more like you do, but doesn't necessarily work so much like Qb. Oh, as Matt and I were talking a little bit before the show.

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Carrie Kahn: How to get there. One day, right.

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Dan DeLong: Right, so I'm going to stop stop sharing so that Matt can kind of take take over here and show what he's been working on over the weekend with with regards to the bank fees.

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Matthew Fulton: So, you know, the good old sayings that walks like a duck and it talks like a duck, it probably is.

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Matthew Fulton: It's not a Qb. Oh, duck, definitely. I mean, then look like a Qb. Oh, bank rules, but it's it's a great improvement and it's definitely much easier to look at with the eyes, but there are still some areas. I think that will be exciting to see it evolve over time.

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Matthew Fulton: Most of the functionality is pretty much exactly the same. Now what I've done here. So if it shows. We've got some fake data in a fake company file.

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Matthew Fulton: And gives you the ability to kind of get a feel for this. I have to say my absolute favorite part about the new setup here. It's a search function right here having the search function gives you the ability that you can start to type anything in like I can do coffee.

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Matthew Fulton: And if I search it, it will shrink down to just whatever will match to those, you know, whoever I'm searching. So if you're doing a large rebuild of data.

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Matthew Fulton: This becomes a very quick way to be able to come in. Select All which that's probably my second favorite feature is the Select All button. Finally, and you can then quickly go in and modify these different transactions you can update modify course.

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Matthew Fulton: Now the rule side of it. Once you start establishing rules. You can see the way this is set up the rules creation.

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Matthew Fulton: This is the one area that I think still needs to be evolved a little bit more over the next couple years is the way that they're actually handling the rules and the way that they're set up, it's still very

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Matthew Fulton: It's, it's like QuickBooks Online, but the way it's structured and just doesn't give enough control to it. I personally feel like there's a little faster way to go about it.

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Matthew Fulton: You have, of course, the ability Navy ROI. You can have your money in money out as we all know from the Qb. Oh, and then you're when transactions. We all or any

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Matthew Fulton: I will tell you, whenever we see problems with rules in Qb. Oh, this is the area they almost always land in almost every single time. So if you're using this and desktop, keep an eye towards that.

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Matthew Fulton: And now you've got the ability for the memo. The description memo being your bedroom of course description being the description of shows up. And those are two different things in a bank downloadable file, of course, as well as amount

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Matthew Fulton: So you can really fine tunes rules by adding extra lines on to the information

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Matthew Fulton: My favorite example stuff like this is using something like a mount and you can actually do is equal or greater to for like eight months.

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Matthew Fulton: So you could do if it says ATM withdrawal. You could do amount is greater than 3999 and less than $60

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Matthew Fulton: Take and do the first portion to X amount. And then the remaining amount goes to as a split goes to like bank fees. So having the ability to kind of do these multiple layers really helps quite a bit.

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Matthew Fulton: Now what it's doing. Of course, as we all know, is it's going through the memos and trying to find the details. So you can start to apply different rules automatically inside here.

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Matthew Fulton: And once you have them recognized. All you have to do is come in, you're going to go either, you know, change them up or just to add and confirm

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Matthew Fulton: Now these are older ones because I was setting this up. So I'm going to say, yeah, forget the fact it's 90 days pulls them all in automatically. And I can go back to my unrecognized I can still see him from this session in the added to register. Also, which is really, really great.

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Dan DeLong: This is really the in general. I mean, like, really high level kind of stuff. It was always as Qb. Oh, kind of came out, there was always that yeah but it does this, and desktop bank fees is one of those things that

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Dan DeLong: He

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Dan DeLong: Was kind of the roles are reversed. You know, it doesn't do a lot of things in the desktop that bank feeds do in QuickBooks Online. And so it's kind of neat to see some of these things, finding their way back into into desktop.

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Matthew Fulton: You know, I agree with you for the longest time, I've always seen it as

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Matthew Fulton: People specifically moved from desktop to online because they wanted the power of automation. They want that those painful capabilities which

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Matthew Fulton: You know, quick short plug, that's what led us to to create vendor sake, was something very similar to this, where it's that ability to take the power of

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Matthew Fulton: The bank rules and make a hybrid solution for desktop so people have to choose between the two. So, this is a great

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Matthew Fulton: Improvement. And again, this search function is just so powerful. If you look at any of Hector's videos set David's videos, videos I do on the stuff

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Matthew Fulton: You, sir, if you sort by a bank memo, you get all the notifies next to each other. You can very quickly, you know,

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Matthew Fulton: Instead of having to come in and click one at a time. You could filter down and change them in batches and folks and you just start getting through to stuff super fast. That's great.

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Dan DeLong: Now the is that section of Park Park partial partially recognized what what shows up in there. Have you seen what show, you know what, what, what will be partially as a part of a rule or is it just not quite sure what to make of it when you when you see a transaction in there.

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Matthew Fulton: From what I've seen so far. And I've been playing with it. Trying to number one break and figure out ways to make it work better. It's when you have these different as you start adding more and more rules in

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Matthew Fulton: You'll see that I don't have tons in here at the moment, but as you have more rules the partially recognized is where it's uncertain about something. So if there's

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Matthew Fulton: If you already had. Let's see. It's somebody in the office that's cutting checks.

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Matthew Fulton: And you don't want rules to take over, you need to have those automatic first, but you also have the rules. Everything else, what will happen is they're going to be uncertain. So this is not a fully recognize you can review it there instead first to make sure had level of uncertainty.

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Matthew Fulton: So hopefully that helps answer that question.

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Dan DeLong: Yeah, it's just a just to kind of point out that there are that there is like that no man's land between recognized and unrecognized that were partially recognized in the in the new the new bank feeds and

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Dan DeLong: One might think there's a lot of wasted real estate up there at the top, but since you only have one bank account.

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Dan DeLong: Let's go here, those, those tiles will actually fill in for each individual account for that particular financial institution so they

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Dan DeLong: Know that they that you might actually see multiple ones show up there as you have more more banks. Correct.

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Matthew Fulton: Correct, yeah. Again, fake data and making it to where we can share it openly out to the world. We only have the one account in this fake file, but yes.

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Matthew Fulton: Now, you actually would have everything in one space. So you don't have to exit out of this, go to another account to then open that up and then make the different changes into that account, you can

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Matthew Fulton: Much like Qb. Oh, go for each of the different accounts, all within the same environment, of course, right.

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Dan DeLong: And now it doesn't actually do it automatically. Like, like QuickBooks Online does

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Dan DeLong: So we're not not there yet it still needs to be initiated either the connection is still the same. Right now, you have to go out, get the get the bank's feed download the transactions that are the file to bring in

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Dan DeLong: To QuickBooks, or if you connected it directly you can hit the button and then we'll go out and update your account right

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Matthew Fulton: So you can actually set up as I just clicked it went to a different screen. Here you can see

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Matthew Fulton: If you wish to go directly to a certain bank.

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Matthew Fulton: So the difference there being instead of having to go and download a QB oh file, this would actually make it where you can click a button, have an update and pull that information in which is is very nice. It's just a couple less clicks so

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Matthew Fulton: It would

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Dan DeLong: There's like three different ways to connect. There's the Web Connect where you have to go find a file, there's a direct connect

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Dan DeLong: Which typically involves a fee with the bank yes set that up where it's a two way communication. You can send payments out of QuickBooks, and then there's a

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Dan DeLong: What QuickBooks Online uses is the is the express connect connection and some financial institutions will allow you to do it that way that Chase and capital one or in your, in your experience, have you seen

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Matthew Fulton: They're expanding more

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Matthew Fulton: So, I mean, for a lot of the bank feeds, there's the whole idea of the you go through the front door, which is using the username and password and you're scraping data.

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Matthew Fulton: But now, thanks to everybody getting on the same page of the importance of technology, they're now going through the back door.

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Matthew Fulton: And actually using API calls and they express connect so you're getting a more consistent connection better data, it's, it's definitely the way of the future we're gonna see more and more of these institutions banks and credit cards starting to use more of that.

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Carrie Kahn: Got dropped out a couple questions. I've been monitoring the Q AMP. A and it's crazy.

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Carrie Kahn: A full time job in here.

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Dan DeLong: So if you I asked you.

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Dan DeLong: To join us, Gary.

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Carrie Kahn: Thanks. Nice. They could never do this by yourself. Okay, so, Helen Smith is asking. She said her rules are unstable in my Qb. Oh, do you can you, does anyone. I'm not

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Matthew Fulton: I haven't experienced that myself with Qb. Oh, where the rules are unstable. But keep in mind that the order in which the rules are in in line there will absolutely the change the way they respond

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Matthew Fulton: And I tend to find if you're finding situation, something's not responding correctly, double check that all versus any and I'm sure it'll be the same thing here as well. Check that first

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Matthew Fulton: Also, then take the rule, move it to the top check and see if it works perfectly. Then if it does, you know, you've got a good rule. And then you just have to figure it out from there. But if you solve a challenge, reach out to me afterwards. I love bank feed problems.

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Matthew Fulton: I live.

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Carrie Kahn: Here's some more. They keep rolling in. So hold on.

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Carrie Kahn: Michael is asking, well, Michael. This is a comment. So maybe you can give some feedback. He says, I prefer the way QB allows you to make the header smaller for the actual workspace. Is that something we can't do in

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Matthew Fulton: In the flow. So talking about this.

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Matthew Fulton: Area at the top here.

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Matthew Fulton: Yeah, that is a great feedback that I'm sure into love I'll be happy to try to pass it on as best I can. But I'm sure they would love that feedback. So this would be collapsible give you more workable environment. It's a great suggestion and

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Dan DeLong: Are in the queue.

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Dan DeLong: And if you recall can be Oh didn't do that at first.

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Dan DeLong: Correct. So that was something that was added, based on the feedback. So it's great that you know it's starting to look this way and in these. These are great feedbacks and call outs as well. And eventually, those types of things should happen as we as we voice our boys are concerned.

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Carrie Kahn: Okay. And this is a question I think I know the answer but I since we're letting that lead this one double check. So does American Express card allowed to use bank feed feature.

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Matthew Fulton: A good case. So, I assume. The question is, do we have the ability for like the direct connection because we've had so many difficulties with

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Matthew Fulton: All the there's been a lot of companies where they pop up and don't work for a bit of time I'd have to double check it. I think it's still a downloadable setup so I don't know for sure.

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Carrie Kahn: All right, there's more.

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Matthew Fulton: Every time I run my background.

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Matthew Fulton: I'm as you that way because I'm there's so many amazing features.

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Dan DeLong: Yeah, yeah, we've only talked about one

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Dan DeLong: Major feature in 2021. So actually, let's go ahead and launch a poll and then we can maybe address some of these extra, extra questions that are coming in here.

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Dan DeLong: So oftentimes you know what what frequency is is when you when you upgrades. You know, sometimes the Leapfrog over over one year.

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Dan DeLong: Sometimes, though, gotta have the new version. What, what is your upgrade habits of your, of your desktop clients do they wait until Intuit sunsets, the

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Dan DeLong: The services that are attached to it or you know sometimes they'll just drive it into the ground. You know, they don't use payroll, they don't use online banking.

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Dan DeLong: You know, use any of the services they just use it as a glorified checkbook. I'm going to drive this until, until maybe windows upgrades and no longer support.

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Matthew Fulton: Windows fall off basically.

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Dan DeLong: Exactly. My dad's PT Cruiser.

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Matthew Fulton: I would love to see from people in the comments to please comment, what is the oldest version of QuickBooks desktop, you still are actively using somehow for a client, some way and loves you know what the oldest one they're actually using it.

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Dan DeLong: That's a good, that's a good thing. We had

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Dan DeLong: When I worked in into it, they had

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Dan DeLong: To do they had a QB oh accountant cloud Pro Advisor number that they they reuse it was actually a registration number for

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Dan DeLong: For for quick in 2019 99 2000 Quicken

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Dan DeLong: And people were caught. We've got calls for people trying to register quick in 2000 and quick and quick in 1999

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Dan DeLong: And yes, some people were upset that we couldn't actually do

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Matthew Fulton: So, real quickly. And you guys are wondering why they're switching over to this subscription based thing.

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Matthew Fulton: There's, I think the oldest I saw was 2001 or 2003

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Carrie Kahn: Yeah, security, right, that the answer.

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Matthew Fulton: Wow. Yeah. It's

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Carrie Kahn: 1008 2013 I'm looking at these I'm in shock 2000

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Carrie Kahn: Okay.

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Just trying to

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Dan DeLong: Right, so yeah. Most folks only when necessary. So some of the things that we're talking about here are actually not

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Nelson seven

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Carrie Kahn: I'm trying to find a little fun. Give them.

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Dan DeLong: Some of the some of the features that we're talking about here are actually included in other versions of QuickBooks, so

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Dan DeLong: That's, that's another thing to call out to those just these things that we're talking about here are just in 2021 so if they're going from 2018 to 2021 they're getting everything that's in those other versions as well. So something new in 2000

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Carrie Kahn: I got a winner.

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Carrie Kahn: One whoa 9797

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Carrie Kahn: I've never seen that.

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Dan DeLong: So new in 2021 is customer groups.

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Dan DeLong: Are you guys able to hear me ok

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Matthew Fulton: I am, I am. Yes. Okay.

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Dan DeLong: I was noticing that it wasn't flipping over to you being the speaker view. So I wondered if maybe there was a laggard delay or something.

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Matthew Fulton: Like you're making him, you're good.

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Dan DeLong: Okay, great, because I'd hate to be talking and nobody hear me.

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Carrie Kahn: I can't hear you.

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Dan DeLong: Okay, good. So new in in 2021 is customer groups. This is a, this kind of is a feature that leads to other services or other other features, but it is a dynamic rule based grouping based on various customer fields so you can set up.

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Dan DeLong: You know,

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Dan DeLong: Group groups for your, your sales reps or certain customer types of you have retail versus wholesale. You can set up groups.

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Dan DeLong: To be able to make a dynamic grouping and then you can do things with those groups. So you don't have to go back and make them a

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Dan DeLong: Part of the group you set up these rules. And then as you add customers or modify customers, they become part of these groups and what one of the things that you can actually do is send automated statements now.

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Dan DeLong: So you automatically email statements to your customer and does not actually send those things, but it creates those, those, those statements.

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Dan DeLong: They, they can be reviewed and they can you can create multiples based on those various different groups so

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Dan DeLong: In the customer groups setup you can set up multiple different groups. So maybe their monthly versus bi weekly and then you can automate those statements inside of QuickBooks to automatically create generate those statements and then you Massey them mass email them out of your QuickBooks.

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Dan DeLong: This is a, this is one of the features that is what took you so long.

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Dan DeLong: You can now create a customizable payment receipt. So as you're creating a customer payment. There is a now a new template that can be customized just like every other template that's in that's in QuickBooks to be able to

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Dan DeLong: email or send that out to your, to your customer so that they have a receipt of payments and put your logo on it. And those, those types of things.

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Dan DeLong: In QuickBooks payments. So when you have a payment payment enabled version of QuickBooks, where you email out your invoices and they pay online.

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Dan DeLong: They can now are now the they've improved the auto matching of QuickBooks paints. A lot of times I've seen it on the Facebook group that didn't actually share it didn't actually connect to the invoice that is gotten some attention in

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Dan DeLong: But, you know, you're going to need to see how this actually plays out.

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Matthew Fulton: This is definitely, yeah. This is so this functionality is one of the biggest benefits. We've, we've seen out of like the online environment.

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Matthew Fulton: And just like anything else. It does require us to make like keep an eye on it and watch it to make sure things are connected correctly.

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Matthew Fulton: But hey, that's perfect job. Anyways, if it didn't exist before we're still getting a major benefit of the majority of the all connected very nicely. So this is great to see in desktop that it's able to have that like dual way connection and help make those links for you.

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Dan DeLong: And the biggest thing is next day funding is now actually available in desktop so you know because cash flow is so important these days.

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Dan DeLong: Being able to have access to your, to your funds. Next day, as opposed to meal waiting that two or three to five days with with a CH is is is very important. Now,

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Dan DeLong: Now there's some tools that come along with that come along with the

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Dan DeLong: Ride desktop manager. So it's kind of like if you've ever used as an accountant, the file manager for company files, but this is a consolidation of your installations of QuickBooks. So rather than going out to your camps camp site to find

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Dan DeLong: And download your versions of QuickBooks, you can download this desktop manager and it connects to your account and will have easily accessible ways for you to

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Dan DeLong: Download and install your versions of various versions of QuickBooks doesn't work with point of sale or Mac. So it's only the windows based versions of QuickBooks, but we provided a link to it here in the slides.

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Dan DeLong: The way. And there was

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Matthew Fulton: One real quick such a huge benefit because the password thing was becoming a big difficulty with desktop, that if you had to

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Matthew Fulton: You would still ask you the security question that you'd have to create one use it, you have to call it like oh my god right. It's great. See this tool. Yeah, this is

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Dan DeLong: The tool hub here.

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Dan DeLong: You know you had multiple and a hodgepodge of different tools like desktop, the file doctor or, you know, there was actually a network nurse.

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Dan DeLong: What we called it in internally. So all of the all of the Intuit healthcare. It's now in one place, as well as the password reset and some other other tools, the PDF

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Dan DeLong: You know, those types of things. So you can just download the tool and be able to have access to that. So the Clean, clean installation issues, any

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Dan DeLong: Prerequisite like.net framework and those types of things that need to be installed as part of Windows that may or may not be there. You can make sure that they're

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Dan DeLong: They're accessible all in just in one place. So again, another link there for the the tool hub in 2021 so now we're moving into the plus subscriptions.

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Dan DeLong: So this is the desktop version where it is a subscription based. So this is the feature that is actually

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Dan DeLong: Included with with the plus subscription. So you have to have a plus subscription in order to utilize that. So we're going to hand this on over to Kari, who's going to show us actually first what we're gonna do.

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Dan DeLong: Is I'm going to share my

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Carrie Kahn: On my

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Dan DeLong: Phone so

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Carrie Kahn: And this is this is in QuickBooks desktop subscription all the way. So we're telling you where it at least is is not on the one time purchase. So hey, a whole lot cheaper to do subscription.

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Dan DeLong: Exactly. So let me launch

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Carrie Kahn: You know the bot is

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Carrie Kahn: The discount. They offer is only here one. There's the reseller and me coming on.

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Matthew Fulton: This show. This is a great example again of taking cloud technology and bringing it back down. Now, and making it available for people to use. So I know that we've experienced this price increase, but I'm sure everybody has to agree there's

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Matthew Fulton: An obvious like time and energy has gone into the development of this 2021 to to enhance it with these new features.

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Carrie Kahn: I made Florence flooding make a while we're waiting for you to do this for me this is I can't wait to really use this in our own office because

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Carrie Kahn: We finally stopped worrying about attaching our receipts, because it was so conversation. This is so much easier. So if it helps us attaches receipts and have them saved in our so we can get to them. We don't have to have some additional subscription. I think it's a huge game changer.

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Dan DeLong: Well, I am but I'm having some difficulty with the

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Dan DeLong: Just trusting my computer.

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Dan DeLong: But if you have used

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Dan DeLong: If you have used the receipt capture in in Qb. Oh. Again, this is another one of those features that it's if you if you're if you've used it and seen it in in Qb. Oh.

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Dan DeLong: You know how to use it in in desktop so Carrie, if you want to share your screen so you can see the actual what it looks like in in your version of desktop.

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Dan DeLong: But, but the whole idea is that you take a picture on your on your mobile device, there is now a QuickBooks desktop.

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Dan DeLong: App for for just this feature, and I'm sure as new features are rolling themselves back in that will be other functionality that will be associated with it. But right now for for 2021 it's the receipt management so

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Carrie Kahn: So under 10% under your vendor menu. There's a new section called receipt management, but the magic of TV or zoom

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Carrie Kahn: I've going straight to it because sometimes I'm kind of slows you down. We scanned in as we were playing with this to receipts and there were a couple things that I thought were super, super neat about it. So one of them is when you when you hit it for review select for review.

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Carrie Kahn: It's like it's got some AI intelligence. It wants me to link it to something, but it went ahead and it figured out some things for us, like if it wrote the amount hit brute, the date it wrote the end and you know

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Carrie Kahn: Remember, I'm a desktop so don't make fun of me at this has always been a QB I'm showing my

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Carrie Kahn: Desktop. So I think that the the AI on it's really strong it. There are a couple things to call out is that you can add a class to it. You can add a job, not, not a job it has made a job, not just a customer. So you have to

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Matthew Fulton: Have job costing basically

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Carrie Kahn: It has to be job costing which is powerful when you when you do scan it in that we weren't able to show you. You can put notes on it.

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Carrie Kahn: It was pretty good at figuring out the vendor. I thought that was pretty slick and then I get to pick

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Carrie Kahn: You know the account that will go into obviously not bank account and then up here, what's super neat about it is if I had connected it to a credit card. It's already sort of with the bank feeds and everything. It's trying its hardest to do the work for us.

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Dan DeLong: So what these will do is they'll create the transaction for you and then it will match them to as the bank feeds come in. So it's just a way to add in

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Dan DeLong: The transactions as as and it also creates this as a as an attached transaction or attached picture so that you have now that proof of what it actually is. If, if need be,

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Matthew Fulton: So a couple quick questions. We've got which are great questions on this one of them is, if, if you were in the desktop environment and you establish these

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Matthew Fulton: Links these connections, everything else and you decided to go to QuickBooks Online would these attachments be lost during that transfer or will they'll actually they actually go to the cloud as well.

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Carrie Kahn: It go well that's a really good question. I know that it saves natively. That's one of my like you don't, but I don't know if it'll actually travel its way to keep you, but the scan document is saved in your file, it doesn't, it's not living in into it right, Dan.

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Right.

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Carrie Kahn: crap that they've had other things like this where they're trapped into some subscription. This is not

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Dan DeLong: Yet actually gets associated wherever your attachments or or download and stored in the in the document center will get saved there as well. So if you do make the journey to to keep Yo, you can take all those attachments and and upload them. They won't make the journey.

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Dan DeLong: And then convert from desktop to online those attachments, don't, don't get automatically attached, but you can then take all of those attachments and, you know, upload them in the attachments section and Qb. Oh.

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Matthew Fulton: Now one last nerdy type thing that I would like to check out is on the vendor area in QuickBooks desktop when you if you go and edit a vendor, you can assign a specific account to that vendor.

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Matthew Fulton: I'd love to know if that account would populate automatically then into that field. Whenever you that's being selected because now you can pull a receipt in it recognizes the vendor name and categorizes at 40 possible

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Carrie Kahn: That's

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Dan DeLong: Yeah, that would be, I think, in our, in our playing around with it. Carrie. We didn't actually, it didn't create I mean it put that stop and shop as a vendor in there, but I don't remember if we actually had that

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Carrie Kahn: Yeah I know it hasn't even added stop and shop so we can

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Matthew Fulton: Everyone down there. Perfect. Yep.

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Carrie Kahn: So I'm just going to do something real quick and then see yeah that's that's an excellent call out so I can go here to edit it and because it created that vendor for me it didn't know it probably hadn't mapped it so

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Carrie Kahn: We're stopping shop that's me.

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Carrie Kahn: Yeah.

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Carrie Kahn: I just don't the capitals.

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Matthew Fulton: I'll play with it and I'll report back on the air or into the group itself because if

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Carrie Kahn: You check if it's not, if it's kind of glitchy. Let's give that feedback to clean that up.

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Dan DeLong: And if you have those receipts actually on your computer.

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Dan DeLong: You can just throw them in here and you know doesn't have to be done only on the mobile on the mobile app. So if you have them already saved or scan you can drop them into the receipt management. It will then process them and then you can then work with them here.

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Carrie Kahn: And like all features. I just want to call out to. I think it's always a good idea.

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Carrie Kahn: To you can say drink your own champagne or disgusting, eat your own dog food. See how it works for you and and then you can show that. And then, you know, then you can show them this great feature. And this is why they need this version that you love and support. So there you go. Alright.

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Dan DeLong: So let's go ahead and move on to

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Stop my share next

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See

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Dan DeLong: There we are. Okay, so this is what the, what the mobile app actually does look like when you do snap, snap a picture snap, snap a photo the photo and a picture at the same time.

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Carrie Kahn: Another screen probably got all kinds of bad stuff on it.

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Dan DeLong: I see my one

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Dan DeLong: Up next year.

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Matthew Fulton: That's because you have a magnet.

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Dan DeLong: And doesn't matter. Anyone here.

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Dan DeLong: There we go.

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Carrie Kahn: All right there we are.

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Dan DeLong: I mean, I'm looking at it.

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Your login and

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Carrie Kahn: Carrie, are you locking in

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Carrie Kahn: O. M. G.

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Dan DeLong: Alright, so moving on to. So we're coming in for a landing in it. And the good news is that the the other features are really

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Dan DeLong: High level type of type of features. So the account. In addition, you can now batch delete.

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Dan DeLong: sales orders just an additional transaction type that you can now remove in bulk. Of course, these sales orders need to be not attached

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Dan DeLong: To a to an invoice. But why would you want to delete a sales order that is attached to an invoice. So that's an account. In addition,

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Dan DeLong: The Enterprise. The only features that are the only version of enterprise that they got any new features is the platinum edition, because they're all based on the advanced inventory

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Dan DeLong: So with with with the groups, you have the ability of to set up vendor groups.

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Dan DeLong: So data level permissions and we'll talk a little bit about that landed costs had some changes and requiring cereal and a lot numbers.

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Dan DeLong: With with regards to advanced inventory and then being able to print barcode labels with prices on them and then the alternate vendor column on this stock status report so data level permission. This ties in with the customer and the vendor.

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Dan DeLong: Group so enterprise only will have the vendor groups option. So when you're creating your custom permissions which enterprises is written, you know,

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Dan DeLong: On unleashed.

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Dan DeLong: Data level security or security in general, you can now use those groups in combination with with permission. So, so if you have sales reps, for example, and you create a group that only ties to a specific Sales Rep. You can now go into that person's individual

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Dan DeLong: Roles and permissions and only give them access to their own customers really that's what that's what it boils down to, with regards to the customer groups.

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Dan DeLong: Vendor group. So with AR and AP, you can now be late. You know you have a little bit more customization with regards to who can see what and do what with those customers and vendor groups.

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Matthew Fulton: That really could be a big thing as you get larger obviously enterprise users, right, larger companies.

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Matthew Fulton: If they're dealing with anything epi or big box companies, you want to maybe you want somebody to have like dedicated these, these are your walls. We want you to stay within these corporate only these ones and keep the blinders on everything else. So that's a really good add on the

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Dan DeLong: Landed cost, which was a feature last year, you can now add in track that across cost of goods sold. So before the recommended is to do that through the other current assets, when you

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Dan DeLong: Assign that that landed cost if you prefer, you can assign that landed cost to the cost of goods sold. Now,

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Dan DeLong: Requiring cereal and large numbers. This is a, this is a game changer to is also, you know, a simple a simple thing. But you know, it's kind of like the

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Dan DeLong: The closing date, you know,

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Dan DeLong: And putting a password on it. You know, it's like when you're dealing with

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Dan DeLong: Something that requires serial number tracking cereals are large numbers. You want to prohibit somebody from creating that transaction and now you can. So if you don't have those on on the on the transactions you can prohibit it from from actually being recorded.

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Dan DeLong: barcode labels. You can now print label prices on the barcodes. So if you're using enterprise.

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Dan DeLong: Platinum edition. You can choose the art of barcodes and print the price on it as as well.

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Carrie Kahn: And I ask a quick, quick question.

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Carrie Kahn: The and I just answered it. And then I think I was wrong and I have to correct the customer.

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Carrie Kahn: level permissions that you just spoke of. I believe they're only in platinum and diamond and it's designed for like sales people and and and what those mid level market customers have been requesting right not

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Carrie Kahn: Over okay I answered I, sorry, Lisa, I answered. Yes. And then I answered, wait.

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Dan DeLong: Let's just double check.

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Carrie Kahn: Out.

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Dan DeLong: Yeah. So yeah, the only the only enhancements is for Platinum, Diamond is a new version, but it's a really a bundled platinum, so it's it's really just a matter of

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Dan DeLong: darlin for platinum and

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Carrie Kahn: Diamond also gives you. It's kind of the new kid on the block it.

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Carrie Kahn: Gives you 40 users, etc, etc. So

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Carrie Kahn: It has its place in certain places. We're just trying to figure out what that is.

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Dan DeLong: But functionality wise. Yeah.

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Dan DeLong: Functionality wise it is it is they just had

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Carrie Kahn: Another question. When you went over the sales orders idea.

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Dan DeLong: Mm hmm.

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Carrie Kahn: And you batch close them if a client doesn't want to delete them.

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Dan DeLong: That is just, I mean that that's part of the batch delete option. So just like anything else. That's a batch deleted. That's all you can do in the in the batch delete is delete them. You can't batch. It's not a bad to modify, it's a it's a batch delete process.

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Dan DeLong: So lots of the last poll here. Did you learn something new today. GO AHEAD AND THE ANSWER THAT WAS THERE ANY OTHER QUESTIONS THAT THAT filtered through man or carry that you

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Carrie Kahn: Got it narrowed down to four. Can you split this receipts down to two accounts. I don't think he can eventually but when they're popping in I only saw that one drop down and then you could edit it later.

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Dan DeLong: Yeah, I believe, that was the same way in in Qb. Oh, when the, when the receipts first came out, is that it was only one one account that you can

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Dan DeLong: That you can classify it with. But once the transactions in there, then you can modify it. However, however you prefer. So if you need to split that out. You certainly good medicine, you're gonna

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Matthew Fulton: And this is definitely motivated me towards doing a video to kind of show the differences with the receipt capture a lot of excitement about receipt captured. What can it can be done.

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Matthew Fulton: Showing the functionality of that and even comparing it's like Qb. Oh, so if everybody will bear with me. Just to give you a little bit of time to the weekend or so I'll put the other video and we can

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Matthew Fulton: Put it in our group can be can be alive, but also share it into can be power hour is well for everybody. Yeah.

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Dan DeLong: And congratulations man you know with with the with the growth of your community QB community live both our group, the Qb power hour group and and QB community live with listed on the top five.

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Dan DeLong: Groups Facebook groups to actually grow your business practice. So I've seen it grow in the last couple years. Pretty, pretty tremendously and to get that accolade thanks for the awesome

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Matthew Fulton: That that award truly goes to the members Linda and I are we feel so fortunate we are the ones that hit the power button to turn the thing on but it's the actual group itself that it's evolved into what it is, but it is such an amazing honor. First thing I did is call my mom.

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Dan DeLong: And your mom is actually part of the group, which is pretty awesome.

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Dan DeLong: Somebody was saying, the automatic is not working well for an auto matching and QB payments.

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Dan DeLong: I'm not sure if that is in 2021 that you're seeing that or if that is actually in 2020 that has always been a concern is that it just doesn't match, right, or it comes in with that QB customer as it's downloaded 2021 should be

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Dan DeLong: To be taking

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Dan DeLong: Some attention on that as well. So

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Carrie Kahn: I have a confession to make. So as I was flying through the questions because they were coming at me fast. I closed one out. But I said, I promise I'll bring it up. So I have to say because it came in before these

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Carrie Kahn: Somebody wanted to somebody asked what's the difference between QuickBooks account. In addition, and enterprise, so I can answer that.

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Carrie Kahn: Yeah, so the QuickBooks accounting comes in Premiere and it comes in enterprises are two totally different products obviously premieres this enterprises to step up. It includes accountant tools.

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Carrie Kahn: But the new thing that's happened over the last so many years. I don't know the answer to that is that you can actually log in.

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Carrie Kahn: Create a user in any customers data file, which I recommend always logging in as yourself. So they don't point the finger at you for messing everything up when you started

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Carrie Kahn: And and you can access those same accountant tools, almost all of them from a non account. In addition, so over the years they have made it so that only accountants can purchase those two products.

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Carrie Kahn: Premier or enterprise that you get as an Enter as a QuickBooks paid Pro Advisor

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Carrie Kahn: But now you can unlock them inside the program and not not feel like you have to take their data file in house. So I hope that answered, whoever asked that. I apologize for closing you out and getting you ignored.

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Matthew Fulton: One other aspect of the accountant is the way the account comes about is you set up. And if you're doing the Pro Advisor for desktop.

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Matthew Fulton: You get your accountant version. And as part of that subscription you receive access to basically every type of QuickBooks.

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Matthew Fulton: Desktop enterprise point of sale Mac, the thing on the subscription level for that year. So what we're that's really powerful is after you've been doing it for many, many years, you now have each iteration. So if you do have some of these people that are still using

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Matthew Fulton: You can have them, you

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Carrie Kahn: Want

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Matthew Fulton: To current without having challenges.

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Dan DeLong: Again, good.

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Carrie Kahn: The external account. I think that is Lisa was asking. I think it's the external accountant that you've set up and that allows you what's nice about that is you don't get run into the change your password every whatever days because of credit card. So that's, yes. That's the answer.

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Dan DeLong: Yeah, it's always good to set up set up the soap yourself with the external account and then you can use those accountant tools.

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Dan DeLong: Inside of inside of non accountant versions of QuickBooks will carry a man. I want to thank you again for filling in on on such short notice. And I really appreciate your insights into the the desktop world because it still is not dead, right.

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Carrie Kahn: Now it's not dead.

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Matthew Fulton: It's a lot of life in it. And again, it's all about choosing the right tool for the job.

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Matthew Fulton: So our job is to know what makes the differences between them. So our clients can have the best opportunity for success.

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Carrie Kahn: And I'll do a quick shout out to. It's very important to build a community working with partners or whatever.

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Carrie Kahn: Because if you don't feel comfortable with desktop find someone who does. And they might not like QB oh so work with other pro advisors, build your network come up with some kind of something that works for you so you can feel like you can grow.

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Carrie Kahn: Right. Don't turn away any business unless they're really nasty people that have

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Dan DeLong: Been kicked to the curb.

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Carrie Kahn: Yeah, or send them to Dan

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Now I'm just kidding. Oh.

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Dan DeLong: Wow, I'm again.

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Dan DeLong: I'm kidding. Yeah. Thank you both. Thank you both for joining us. And thank you everyone for for joining us live and we'll have the replays on the on the podcast and in the YouTube channel shortly later today and we'll see you next week or next next time on the power hour. Thanks.

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Carrie Kahn: Thank you. Thanks for having us.