WSW - Podcast QuickBooks Accountant Tools: Recent Updates for Roles, Client IDs, and Migrations
===
[00:00:00]
Introduction and Welcome
---
Dan DeLong: Welcome to another workshop Wednesday. It's all about casual conversations for serious workflows brought to you by school bookkeeping.com, where it's learning QuickBooks your way.
Scheduling Mishap and Time Zone Confusion
---
Dan DeLong: Today. Oh my goodness. This is just a horrible experience. I'm sorry.
Rachel Dauchy: Why? What's happening? [00:01:00]
Dan DeLong: I I scheduled the, session for midnight.
Whoops. I'm in it, I'm in a different time zone, and when I scheduled it, which is normally at 1:00 PM Eastern Time. So that I don't get this, have this problem, but for some reason I must have scheduled it for 1:00 AM. And so I got an email. I don't
Rachel Dauchy: like to travel outta my time zone.
Dan DeLong: Yeah. I got an email.
I was looking at my email this morning and it was like, yours, your event is, about to go live. I'm like, what do you mean it's about to go?
So I had to change the scheduled time and, I appreciate that the, people that are watching are adjusting. But I would, during the little intro video, I was looking for the Facebook feed to show up [00:02:00] in my page so I could send it to the, Facebook group that we have, and it's not there.
And then I noticed that I didn't enable that channel
Rachel Dauchy: but it was on my calendar at the right time.
Dan DeLong: I don't know how that happened
Rachel Dauchy: because I, it's your link that goes on my calendar, so I dunno what you did, but I like your glasses.
Dan DeLong: Thank you. Maybe I'm just a little bit too hippie of nice. When I did all this.
So no, I like them. They're cool. Yes. Yeah, they're a pair eyewear, so I can actually remove them,
Rachel Dauchy: oh, yeah. Cool.
Dan DeLong: I can be serious. Serious, Dan.
Personal Updates and Casual Conversation
---
Rachel Dauchy: John is asking where are you? Where specifically, where on earth are you?
Dan DeLong: Yes, I am in, outside of Chicago. We this weekend we my [00:03:00] wife after her surgery she's gonna be doing a 5K Wow. Surgery. It's a walking thing, but she had her ankle fused. A little bit over a year ago. So this is a, big thing.
The, group that she's she's involved with, they have meetups and one happened to be in, in Chicago area. So this weekend we're gonna be heading into Chicago to, do that and it'll be
Rachel Dauchy: really cool. Cool. That's how I don't have a fused ankle and that's how I would do it,
Dan DeLong: there we go.
So today, now that we're, we've got all of our unpleasantries to take care of or, formalities. And again, appreciate you, all joining us here today. And, Rachel, it's good to see you.
QuickBooks Online Accountant Overview
---
Dan DeLong: Today we're gonna be talking about some new updates. With QuickBooks Online Accountant.[00:04:00]
Now we have a course on on School of Bookkeeping all about. I'm gonna put the QR code here in case you want to get it. Check it out. But I'm going to share my screen here. We've already got the, this course available in School of Bookkeeping. You can check it out for a 30 day free trial, but it's all about what is QuickBooks Online Accountant?
How do you manage clients? The team. There's a little ProAdvisor lessons in there about,
Rachel Dauchy: oh my gosh, why didn't I know about this? When I first got my Q-B-O-A-A long time ago, I had such a hard time because I, and maybe you can talk about this later, but I was already using an Intuit product called Mint, which I think is gone now.
Yeah. And so when I first got QBO a, it was like. You can log in using your Intuit account, but I [00:05:00] don't think that meant for the accountant version. I think that meant for if you were just like a regular user, you could log into some of their other products using that same login. And I think it derailed me for two years.
I had problems for a really, long time, so I'm telling you this is if anybody's new to getting QuickBooks Online accountants. And maybe you can even describe what that is like. Please. It's painful. Of
Dan DeLong: course. Yeah.
Navigating QuickBooks Online Accountant
---
Dan DeLong: So this, is your, this is again the, fundamentals of QuickBooks Online Accountant or QBOA as we, we, abbreviated it, but now that there's QuickBooks Online Advanced, there is a second QBOA out there.
So we wanna be specific, what we're talking about when we talk about QBOA. I would always, I always get a little sidetracked because, [00:06:00] the first time that it was launched in 2013, we, we, have these water cooler discussions added into it and somebody called in and is tell me about this C oa.
What is this C OA all about? I was like, it's going to stretch, suck the life out of you. No, but in. In this course we have all the accountant tools that you have like the prep for taxes, the reclassify transactions, void deleted so those are, already there. So today what we're actually gonna be talking about is some of the, new and enhancements that the Intuit has rolled out that just for accountants or the QuickBooks online accounting.
And to answer your question is what is QBOA? It is a, it is an online accountant [00:07:00] portal. So that you can as a, bookkeeper, a ProAdvisor or, an accounting professional that has QuickBooks Online clients, you can use that as your launchpad to be able to access, your QuickBooks Online clients but also manage your own books and firm in that as well, because Intuit was nice enough to provide accountants with a free.
QuickBooks Online Advanced, company ID or a company so that they can track their own books. And with the whole idea of, hey if you're managing your own books in QuickBooks online it would be real easy to add and refer and add clients into that same. Same thing same realm.
It didn't start out that way.
Rachel Dauchy: So what you're saying is like for an accountant user or maybe somebody new [00:08:00] getting a QuickBooks Online accountant, there's somewhere specific that they can go within the Intuit world and or online somewhere and they can sign up very specifically for QuickBooks Online accountant.
And in that they get. An actual instance of QBOA advanced Yep. That they don't have to pay for.
Yeah. Yay. I that was a rhetorical question. I already, used mine. But and I have to say I, love it. I love using advanced as my accountant portal. It's great. And I have been so busy lately that I haven't really had a chance to poke around some of the newer features.
So I'm really excited to hear.
Dan DeLong: And there's links and, lessons on how to sign up and, do those things. The thing is, that you do not have to provide any credentials. You know that you are an, accountant or [00:09:00] bookkeeper or know anything about accounting, which is a, double edged sword, right?
Rachel Dauchy: No it's, something,
Dan DeLong: But when you, do that, then of course you have access to the ProAdvisor benefits of being able to take the training certification courses and all of those things that are in there presumably, so that you start. If you don't know anything about being a, ProAdvisor that will start you off on the right foot.
Rachel Dauchy: Yeah, I know that. Yeah. It gives you access to Intuit's Learning Center, where you can essentially take all kinds of courses and even. There's a lot more now than when I first started six years ago. There are even courses on tax. Yeah. The getting fundamentals, there's all kinds of stuff in there that they provide.
It's really neat as part of. That, or actually, sorry. Do you have to [00:10:00] become a pro advisor before you get access to those trainings or tutorials, or does your QA accountant give you access to that?
Dan DeLong: Yeah they're, they front load that information you just need to be able to sign in order to get into the, portal and.
You'll have access to all of the trainings that are available to you as an online ProAdvisor. Yeah. Okay. You don't see the desktop stuff, right? Unless you have that desktop add-on. But. You'll be able to take those online courses that deal with QuickBooks, the QuickBooks online ecosystem right away.
So yeah it's, a great way to jump into the QuickBooks online ecosystem as an accountant now, because they don't ask you, or you don't have to provide any [00:11:00] credentials, right? There's nothing stopping. Anyone from signing in and becoming a online program? Do we wanna
Rachel Dauchy: get into that topic?
Dan DeLong: I do wanna mention this because, that was always the the conversation there was like how do we stop non-accountants from being, from becoming or, just signing up for free and getting, a free subscription. Yeah.
Rachel Dauchy: And saying, I'm an accountant.
Woohoo.
Dan DeLong: Yeah. So the way that they there, there was a lot of different attempts to try to do that. Okay it will, you have to have X amount of clients, right? It, as invited accountants or, you have to create so many QuickBooks online subscriptions or the this whole thing with the points, right?
So there's a, whole lot of different ways, right? And, right now, the way that they're they're doing that is that. [00:12:00] It, you have to have at least one client on your as an invited accountant. And we'll talk about some of the new changes with getting invited, as, part of our topic today.
But as long as you have one client. One paying client that's not you, right? Then then what'll happen is you'll, be able to use the, your books and all the, things that they, give you for free as A-Q-B-O-A user, right? But if you don't, what'll happen is you'll see some functionality get, limited.
Right where you won't be able to email out, QuickBooks or things like that. So you may see some limitations of things that you can't do, and you'll maybe see some messages. But that once you have a paid client, on your firm, then you'll be able to [00:13:00] unlock all of that. Even to the point where it's as simple as a a, ledger client, right?
Like you could create your own QuickBooks ledger account and, then you're that's, an account or that's a client according to it, according to Intuit.
Inviting Accountants and Managing Clients
---
Dan DeLong: So to let's jump right into being inviting and the changes about that. So there's always and Rachel, you're a great example because.
Your invitations for getting, your accountant invitation is a different email address than what you typically use on a day-to-day basis, right?
Rachel Dauchy: Yeah, because that's what I mean is I had a lot of confusion when I first originally signed up for, in 2019, I was using this mint product, which is.
Kind of, [00:14:00] it was like a, for tracking personal finances and I guess Intuit doesn't use that anymore, provide that anymore. But, I wanted to sign up for accountant and so I thought, oh, I'm already an Intuit user. I guess I have to use that email address. And so that's how my personal email address that I was using with Mint got.
Stuck in my QBOA and then as we know what, and many accounting users know this, is that once that original email address is there, don't dare change that because I don't, now, I've got lots and lots of clients associated with my QBOA, and so I didn't wanna get rid of that email address. You showed me how to create basically.
A dummy login that, because what happened was is as clients were trying to send invites to that original email [00:15:00] address and I think something got messed up along the way. And it took me a really long time to get this all sorted out with all of the Intuit products. 'cause I was using many of them. And man it was.
The opposite, but we ended up getting it worked out. But yeah, now there's a few different workarounds that you can do and man, you really know all of those. But you can have a potential client invite you to basically a dummy email address that's associated with your email account, I mean your Intuit account, and then that.
I've been doing that for a couple years now. That works perfectly.
Dan DeLong: Yeah. So the. What what Rachel is referring to is that depending on how long you've been using QuickBooks Online accountant and how long you've been using Intuit products, you can certainly have a. Crisscrossing [00:16:00] of, Intuit logins and who needs to be invited and how you need to be invited and team members and, those sorts of things.
Because back in 2013 when QBOA was originally first launched, there was no team. There, there wasn't a team member and, those types of concepts. Gotcha. So the, growth of, QuickBooks online accountant and the firms that are using it and the access has gotten us to where we are today.
And along the way they've tried various different things and we talk about it a little bit in the course about being a lead accountant and a team member and what access that you have in avail available. So in the grand scheme of things, when, your client, who is not your client you talk to [00:17:00] them you're, now, okay, we're, I'm gonna need to access your books as part of your engagement to either do a diagnostic or.
If we're gonna set up your company because it's it's a mess or whatever, they have to invite you, right? Yes. And that, that in invitation, ultimately goes to someone at your firm, at your team. It could be you, it could be you as the primary admin. It could be one of your team members, but they become what's called the lead accountant.
And then they. They get a designation as just for that client interaction as they're the lead person. They're the lead contact, inside of your, books. And then in order for, that to be, that, that client to be deleted someone with access, typically the, lead [00:18:00] accountant will would, be able to delete them, right?
Or they're just designated, the, and the challenge that comes up is, who, do you invite? Because in, in your case info at net deposited is your main email address that you want all of your invitations to, to come to you. But that could be because if they send an email to [email protected], then things are gonna get off the rails.
Rachel Dauchy: Yeah. Yeah. And it's really weird because. There was an issue with me not getting the invites even, and then, but now I seem to be getting them all over the place. It, there's, why can't they just be consistent? If it's not gonna work, just keep it not working.
Dan DeLong: So now, enter today, right?
New Features and Enhancements
---
Dan DeLong: The ability for clients to invite your firm and not invite a user.[00:19:00]
Oh, I like that. Yeah. So I was playing around with it today to prepare for this sort of thing and, created a scribe to
Rachel Dauchy: ooh,
Dan DeLong: Boil things down here. So now, and this presumably of course, there's gonna be some con confusion about the new way to do things, right?
Rachel Dauchy: Yeah. And is it only in new subscriptions.
Dan DeLong: No. I, you wanna look at it right now? I dunno. So I've got, it here. So let me go ahead and share.
Rachel Dauchy: Yeah, I wanna see,
Dan DeLong: okay. Put my glasses along here. Anything.
Firm ID Invitations and User Management
---
Dan DeLong: Alright, so you, can now invite, get invited and accept invitations by firm id.
Okay. Basically, the firm ID is your company ID for your firm as A-Q-B-O-A. User right, Uhhuh. [00:20:00]
Rachel Dauchy: Is it that long, really long number?
Dan DeLong: Yes. Okay. Why can't I make this bigger because I'm not on the right monitor. There we go. There we go. So as, and this, first screen is what the client would do, right?
So they would go to the gear and then click manage users, right? To get to, to see that. And then this is. When I've had pe, when I walk people through inviting accountant users, they never see this. Accounting firms
Rachel Dauchy: Never. I'm trying to be crazy
Dan DeLong: because they'll just be here on the, on the on.
Okay. I'll click on invite users. Yeah.
Rachel Dauchy: I get that all the time. And then I have to explain to them that's useless.
Dan DeLong: That is the caveat here. And I'll make this, shareable so that people could send this to to, to [00:21:00] their clients. But they need to click on accounting firms and then what they'll see when they go to invite, so they'll see this green button over here on the right side to, to invite, and then now they'll see the two options, right?
Enter my accountant's email, which is here at the top where they have to put in first name. Last name and email address. So that's of course where you have to where you, Rachel would have to say, Hey make sure you invite info at Net deposited, not Rachel at info or net deposited or anybody else for that matter.
They would just click on this option here of Enter my firm's id. And then there's a help bubble in there to give 'em an idea of. What is that? So then you would just enter the firm ID of the accounting firm that you wish to invite, and then for if some, if they didn't provide it to you, like if the accountant didn't provide it to you [00:22:00] I provided a link of how to get that right.
And then once you paste it in there. I gotta update this screenshot because it's not really much to look at. You. Click save and then of course you may have to get a, you'll likely get an MFA code because anytime that you add a user to your QuickBooks they wanna make sure that, that's, supposed to be happening.
So you'll probably get a, an MFA code to do all that.
Invitation Process Overview
---
Dan DeLong: And then what, they'll end up seeing is they'll see the firm id, and that, that user is listed as invited, right? So now what happens is that you Rachel, you would get an email saying that your company, that your client has invited you.
You, now here's what I did with a regular invitation,
Rachel Dauchy: right?
Dan DeLong: Just like a regular invitation. Now, here's what I don't know because I didn't get a chance to check it out, because what happens [00:23:00] is when you go into QBOA. Let me just, lemme edit. I wish I could, we could see the whole thing. You'll see, okay, so right now you'll see this client list and client invitations in Oh, in your QBOA.
Yeah. When you click on client invitations, you'll see this list right here. And then it'll say. Pending. So you don't have to like, go through this whole gyration of making sure you're accepting it with the right email address and, those types of things. Yeah, it should. Here's the
Handling Email Invitations
---
Rachel Dauchy: The browser issues that come along with the email invitation and, yeah.
Oh, that's cool.
Dan DeLong: Here's, what should happen. You should be able to just see the invitation in the firm. Yeah. And then all you have to do over here is just click on the little actions button of [00:24:00] accept within inside your QBOA, so you don't have to, go through this whole accept the invitation process.
Yeah.
Rachel Dauchy: Yeah.
Dan DeLong: Now. I does it
Rachel Dauchy: say, sorry to interrupt you, but does it say, oh, nevermind. I was just gonna say, is there an expiration? But I can see it. Yeah,
Dan DeLong: it will expire in 30 days.
Rachel Dauchy: By the way, Dan ledger artist is saying that the, there's something wrong with the audio. Like they, they can hear me or I don't know.
And not you Or you and not me. I don't know
Dan DeLong: Rachel. I can't hear Dan. Okay, so let me see here. I do have the ability to,
Rachel Dauchy: is it because I'm yelling?
Dan DeLong: Maybe. I dunno. How's that When I'm
Rachel Dauchy: talking in this tone and my kids say to stop yelling at them,
Dan DeLong: let me let us know if we can, if, this is any better.
Also. I can make sure that I am
Rachel Dauchy: Oh, I know. I and [00:25:00] ledger artists. Yes.
Client Access and Security
---
Rachel Dauchy: I, we've actually changed our whole entire process just because of that. Must give access to the books. And I usually always go above and beyond and say, you can kick me out anytime. It's just to take a look under the hood. I'm really unable to give a quote even for cleanup work unless I'm invited in there and even sign an NDA and all kinds of different things.
We've completely cha Oh, Jamie's here. Because of Jamie we've, changed our, what due to a really great suggestion from her that we got from scaling New Heights. We are, we're changing our whole thing just so they don't have to invite us in sight unseen or unknown, because I get it.
That's. It's a little dodgy, here you go, stranger. Go in and look at my private financial [00:26:00] information because you don't even know if somebody is confident. You know what I mean?
Dan DeLong: Yeah, that's a, that that's a, great point. And, there's always, there, there's potentially that friction.
Rachel Dauchy: Yeah. Yeah. Although you that's why it's, up to a potential new client to really do their due diligence and really, get, feedback and reviews or look at some of these Google reviews or look to see if this person is reputable. Because yeah, it's a concern. I totally understand.
Dan DeLong: Yeah. And I, usually try to set their mind at ease that, I'm not go going in there to make any changes. As a matter of fact, you'll be able to see all of my, breadcrumb trails of everything that I've done in the audit log. Yeah so you will you will see that. And if you see anything that says edited right, then that's something that then [00:27:00] you want to talk about.
Something of a mess. Yeah.
But you're going in there. Presumably just to look around
Rachel Dauchy: and Yeah, and we, do, whenever we go in we, don't touch a thing, it's just to look,
Dan DeLong: yeah, run the reports, run a balance sheet and profit loss or whatever it is that you need to do to get enough information to see what you're in for.
Before being able to quote, quote, for services.
Rachel Dauchy: But that is such a good idea though, that Ledger earn gave of a View Books invitation, which is really just like a read only maybe thing. I, wonder if they've
Dan DeLong: taken
Rachel Dauchy: that into consideration
Dan DeLong: before as Okay. So at, so that's a good, point here.
Managing Client Invitations
---
Dan DeLong: So I'm gonna go into a sample company here. And this is like the challenge, right? As an inviting, inviting a user, if I go [00:28:00] into manage users and I go to add a new user, roles you can, oh yeah, you do that too view company reports, right? So you do have the ability they do have the ability to do that.
However, you as an accountant user would not be able to. See any of the accountant tools because you would be invited as a non accountant at that point. Yeah. If there is a view company reports as an accountant, that might be the solve, so you could be able to see those tools, like the client overview and the books review and those types of things.
As an accountant. User,
Rachel Dauchy: yeah.
Dan DeLong: Be able to, I could let
Rachel Dauchy: literally just look at financials, which is, a huge part of it. With what we do. We really need to look at those. But I also wanna look at how many [00:29:00] transactions are sitting in the bank feed and things like that, that there's a lot that goes into it and especially when a potential client says.
Oh it's all caught up. It's great. It's fine. Jamie?
Dan DeLong: Exactly
Rachel Dauchy: right. We're like, how I'll be the judge of that.
Dan DeLong: So if you want to provide your potential client with your, Company id. If you go into clients on the left side and click on client invitations, your firm ID is gonna be listed there.
Oh, And they give you an option to copy it. So you can copy and paste it into an email and say, Hey, just this is how you do this. Invite me to this firm id, and then you'll be able to then process that. But just by clicking on accept,
Rachel Dauchy: I'm doing it that way from now on. That's, taking that on.
Dan DeLong: Yes we'll, expect a full report by next [00:30:00] week, on how well that worked or didn't. Because you may still need to go through the accept invitation in order for it to see show there as pending.
Rachel Dauchy: Yeah.
Dan DeLong: In order for that. But I was thinking that, once they invite you, it should just show up there.
But that would be cool if it, if you don't have to go through the iterations of doing that. But once you accept it. Then it'll just say it's been added to your client list. And then you can add team members to it. And then what they see now in, in their books back in their user, that you're active, and, you'll be able to,
whoa. What is going
Rachel Dauchy: on? No, you cut out a little bit there, Dan.
Dan DeLong: Oh, I'm sorry. That's
Rachel Dauchy: okay.
Dan DeLong: Just to repeat there, [00:31:00] 'cause I don't know if it got garbled out there, but they'll be able to see once you've accepted that you're listed there as active and then they can delete you at that. As necessary.
So that's different and, new. So hopefully that is a an improvement.
Rachel Dauchy: Yeah I like that a lot because like I said, I usually have to have them re send the request to a specific email and then I forget, and then I have to email them back and say, oops, I meant this one. And it's just I'm trying to reduce the amount of.
Mistakes that are coming out of my mouth and hands.
Custom Client Numbers
---
Dan DeLong: And another, new thing is this client number that you're able to associate with your clients on your client list. I was thinking, and I thought it would, be in the client in your books, right? [00:32:00] You'd have a field somewhere to be able to, I gotta find one. I'm editing these sample companies here. If I go in and edit the customer in here, I thought there would be a field called client id, but oh no.
Rachel Dauchy: So what does that client, what could, what does that client number field mean? Can you make it mean anything you want?
Dan DeLong: You can, but in your client list.
So there's, a difference. Between the client list, so everything that's up above here in your practice
And what's down here in your books is separate, right? So the only thing that, the only thing that links between the two is your client list and your customer list in your books.
But so they added this ability to create a client number. But it doesn't go into your books at all, right? So [00:33:00] it's
Rachel Dauchy: not, it's for the purpose of that little chart right there.
Dan DeLong: Exactly. So when you, so
Rachel Dauchy: you just type right in that client number field? Is that what you do? Oh,
Dan DeLong: no. So you would so if I'm gonna edit a client, right?
So if I just go ahead and edit this client here for al's Liquor store. I now have a field in here for
Rachel Dauchy: Oh yeah. Okay.
Dan DeLong: And you can do that as you're creating the creating the customer or creating the, subscription or after the fact, after you've accepted the, invitation.
If you want to have your own numbering system in your firm or practice to be able to see that here now. I know Al's
Rachel Dauchy: liquor store is definitely not in Michigan because they don't say liquor store here. They say party store.
Dan DeLong: Ah, party
Rachel Dauchy: Al's. Gotta be in a state where they say liquor store.
Dan DeLong: And then there is this beta test that's going on where you can [00:34:00] streamline, your client list, which. Doesn't have the ability to show that client id.
Rachel Dauchy: Oh, that's weird.
Dan DeLong: So you have to be on the, the old un streamlined or the non-beta in order to see. We click on the custom guys columns.
And lo and behold, you have one more column that you can see. Oh, okay. Which is the
Rachel Dauchy: client number. A side note to that too is that we've recently learned a couple different firms that we've learned of a couple different firms that have with glitches. I don't know how or why they've lost all of their clients connected to their QBOA.
In order to rectify that you'd wanna know the client ID of all of your associated clients, and we actually got all of those and stored them in a separate spreadsheet, but, [00:35:00] hold on, wait a second. If we didn't have access to any of our clients anymore, what would be the whole point of listing them in that client number?
You'd want them saved outside of QBO.
Dan DeLong: Yeah, this this is just for client number, for your own numbering system, you have an account number that you
Rachel Dauchy: Oh, your own number. That's what I was asking. Sorry. I see what you're saying. Okay. So you don't, you're not obligated to just use their client Id.
Yeah. Or that's not what that field is for. It's for an internal. Okay.
Dan DeLong: It's not the company ID from Intuit. It is the, or the firm Id like we were talking about with the invitation. This is just something that you wanna call your customer. Gotcha, gotcha number. So if yeah. And this is, sortable, right?
So if you wanna sort by client number on this client list you can. But from what I've seen so far, [00:36:00] this is the only place you'll see it.
Rachel Dauchy: Yeah. So it's not like you can tie it to, if you were using some time sheet app Yeah. And you were creating some connection using a client number. But yeah.
But what I was saying though is just as an aside, it is helpful to know or keep a list of all of your client's, specific client Id. You know that MALONG number? What, wait, what's it called? They're into it, their company file ID or whatever it's called. Yeah. Just in case.
Dan DeLong: Just in case. Yes. You certainly can put it in there.
Rachel Dauchy: Yeah.
Dan DeLong: But of course
Rachel Dauchy: but if your QuickBooks crashes and all of a sudden they're not attached anymore, then that doesn't do anything. That doesn't help. Exactly. Yeah.
Dan DeLong: All right. Let me just make sure I've got, so this is the custom client IDs that we were talking about. We've talked about the invitation process [00:37:00] and we've talked about the existing course that we have here.
Is there any questions that you have Rachel that, that, you've seen in, QBOA that, that you, want to talk about?
QBOA Visual Changes and Feedback
---
Rachel Dauchy: No, I like any advancements to Q-B-O-A-I. It's, the one thing that I don't love as much is when they make the changes visually, like with the new bank feed, where it used to be like the same font size for the dollar amount on top and the dollar amount on bottom.
And now with the font size. Big on top and little on the bo bottom. My eyes don't see the two comparisons as well, and that's more of the stuff that I take issue with because I wanna be able to see things more clearly. But if they're adding features like this, [00:38:00] please. By all means
Dan DeLong: right now, what I would love to see is this client number show up as a field inside the customer yeah, Inside of your books, right? Which that's one of the things, for a lot of customers or a lot of businesses that are out there they track their customers by. NA number.
Rachel Dauchy: Yeah. And if we're using a time tracking app that that would be also very helpful to do that as well.
Yeah.
Dan DeLong: And if you use that as the display name that number, then that will then show up here on the client contact information. So now you don't know. The name of the customer right. By looking at it. So it's, it's a catch 22. Like you can't use it for the display, but you could do
Rachel Dauchy: That would be a good idea though, if let's say you're, you have sensitive clients or you have [00:39:00] famous clients or something like that, and like you can number them 1, 2, 3, 4, 5.
And then if you've got internal, people that are working on some things, maybe they don't even see the name of the actual client. They're just seeing a code number.
Dan DeLong: Exactly.
Conclusion and Final Thoughts
---
Dan DeLong: So you certainly could do that. Appreciate you joining us today and, struggling through all of the technical issues of glitches and all those things.
We hope you have a great week and we'll see you next time on the workshop Wednesday.
[00:40:00]
