QuickBooks Karma? Financing Your Estimates

Unofficial QuickBooks Accountants Podcast

内容由Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

3M ago 49:03

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This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They speculate on Intuit's motivations for introducing this feature, linking it to their acquisition of Credit Karma and the potential for generating revenue through loan commissions. Hector and Alicia emphasize the need for clear communication from Intuit about new features and encouraging users to check their settings to understand how this feature might affect their business interactions.

Sponsors
Bookkeeping Biz Workshops - https://uqb.promo/bbworkshop
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:40) - Exploring Credit Karma in QuickBooks Online
(02:40) - Factoring vs. Customer Financing
(03:58) - Details of the Financing Offer
(07:03) - Fine Print and Terms
(26:23) - Privacy Concerns and User Permissions
(39:09) - Speculations and Future Implications
(43:04) - Conclusion and Final Thoughts

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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