QuickBooks LABS

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02/04/2026

Tired of finance tools that only compare one month to the last? This solution offers comprehensive historical analysis and even lets you save profit reports as recurring tasks. It's about creating real impact, not just talking.

27/01/2026

The AI accounting agent offers transaction suggestions, client requests, and anomaly detection in reports. It's a potential game-changer, but the functionality is split, creating a barrier to entry and confusion about what you get. It's like a nice surprise when something new pops up!

20/01/2026

The idea of integrated transactions is amazing, bringing PayPal, Square, and eBay together. But it's causing errors and costing time to fix. The premise is a game-changer, but the implementation needs work.

13/01/2026

Clients now have the power to manage their own categories with a user-friendly interface. This update groups items logically, making it easier to avoid mistakes. A really nice little update.

Welcome to the latest episode of the UK’s #1 Intuit QuickBooks Podcast! 🎙️We’re back with a big start to the year, divi...
09/01/2026

Welcome to the latest episode of the UK’s #1 Intuit QuickBooks Podcast! 🎙️
We’re back with a big start to the year, diving into everything that shaped QuickBooks in 2025 – the wins, the frustrations, and what still needs some serious love. Whether you’re an accountant, bookkeeper, or business owner, this episode is packed with honest insights you won’t want to miss.

Here’s what we’re covering this month:
🏆 2025 QuickBooks Tier List: We rank the biggest updates of the year – from game changers to features that still aren’t quite there yet.
🏦 New Banking Page: Why this is one of the standout updates of the year and how it’s changing day-to-day workflows.
🔁 Recurring Transactions: A long-awaited feature that’s finally landed – and why it’s a true game changer.
🧾 CIS Updates: Bulk statements, what works, what doesn’t, and why CIS still needs more attention.
📱 Mobile App Improvements: What’s new, what’s better, and what’s still missing for accountants and sole traders.
🤖 AI Agents & Automation: The reality of the Accounting Agent, Finance Agent, and what AI is actually helping with right now.
📊 QuickBooks Sole Trader & Inventory Updates: New category controls, rules, inventory glow-ups, and where they fall short.

Join Aaron Patrick (aka The QuickBooks Chap) and Amy (Audit Amy) for candid opinions, practical takeaways, and plenty of real-world accountant insight as they break down a busy year for QuickBooks and look ahead to what’s coming next.

🎧 Don’t miss out – subscribe now and catch us live for the next episode!
📅 New episodes every first Tuesday of the month

👉 https://linktr.ee/quickbookslabs

09/01/2026

Recurring transactions — why it's a game changer

31/12/2025

Price rules are here! Go to Settings > Sales > Price Rules to turn them on. Create rules for specific customers, like Adam, offering percentage discounts, fixed amounts, or custom pricing. Set start and end dates for each rule.

24/12/2025

Selecting accounting software shouldn't be one-size-fits-all. We assess your needs, goals, and reporting requirements to match you with the best platform—whether it's Xero, QuickBooks, or Sage. Get the features you need without the mess.

17/12/2025

Xero just launched a brand-new sales order feature! Many have asked for this. Without a stock system, sales orders can be irrelevant. Pro tip: play around with the new copy functionality. It's really useful!

10/12/2025

After a long wait, the Pay Now button is finally available for sole traders! Access it through the invoice screen, then activate Accept Online Payments in settings. A game-changer for streamlined payments.

Welcome to the latest episode of the UK’s #1 Intuit QuickBooks Podcast! We’re here to bring you the most up-to-date new...
05/12/2025

Welcome to the latest episode of the UK’s #1 Intuit QuickBooks Podcast! We’re here to bring you the most up-to-date news, tips, and insights to enhance your QuickBooks experience, whether you’re an accountant or a business owner. Here’s what we’re covering this month:

🤖 AI Agents Update – Simon (fresh off a bike crash recovery 💪) and Charlie share early thoughts on the new agents in the wild, including anomaly detection quirks, VAT agent workflow oddities, and why the collaboration agent might be the unsung hero so far.

💳 QuickBooks Payments is LIVE (breaking news!) – Pay Now buttons are rolling out in real time, with a new setup under Settings → Payments. We discuss fees, pay by bank vs card options, and what this means for firms relying on PayPal/GoCardless.

🧾 QuickBooks Sole Trader – A big moment: the Sole Trader product is now appearing in accounts, and we talk about why this is going to matter more and more as MTD ITSA gets closer.

🔌 New Integration Rules – Rules are coming for the integrations feed (finally!), making PayPal/Squarespace/ecommerce feeds far more usable—though we still need an easier way to get back to that integrations hub screen.

🏷️ Price Rules (Advanced) – Price rules have landed in Advanced, letting you apply customer-specific pricing and discounts—and we talk about why this is a key step towards more “mid-market” functionality.

📣 Also… Xero API Charges – We react to the chatter around Xero’s new API pricing tiers and what that could mean for app costs across the ecosystem.

Join Aaron Patrick - QBC, aka The QuickBooks Chap, along with a panel of experts, Simon, Charlie, and Amy Hancock FCCA, for insightful discussions, expert advice, and a few laughs.

Don’t miss out, subscribe now and catch us live for the next episode!
📅 New episodes every first Tuesday of the month.
https://lnkd.in/eeab7Dhi

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