Unofficial QuickBooks Accountants Podcast

User Experience with a Capital YOU: Kirsten Thulborn

Alicia Katz Pollock, MAT — Thu, 16 Apr 2026 07:00:00 -0700

Alicia sits down with Kirsten Thulborn, Group Design Manager at Intuit, for a rare look at how QuickBooks' user interface actually gets built — from the research behind terminology changes like "post" replacing "add," to why some friction in the UI is intentional. Kirsten pulls back the curtain on how her team balances the needs of power users (accountants and bookkeepers) with small business owners who just want to send an invoice, and what she'd redesign from scratch if she could. Plus: why UI changes feel so disruptive, the technology adoption curve, and the story behind the QuickBooks feature you've probably never noticed.

Sponsors
Wurthy - https://uqb.promo/wurthy

(00:00) - Meet Kirsten From Intuit

(02:41) - Her Role And Products

(03:38) - Career Path At QuickBooks

(10:18) - Designing For Power Users

(11:52) - Sharing New Features Better

(18:05) - Where Feedback Goes

(21:06) - Writing Great Feedback

(24:08) - Balancing Beginners And Pros

(26:34) - Business View War Story

(28:51) - Designing Shared Interfaces

(29:25) - Why We Say Post

(31:39) - Testing UI Changes

(35:55) - Why Updates Feel Emotional

(39:08) - AI and Future Workflows

(43:04) - AI Adoption Curve Explained

(48:26) - Redesigning Setup Onboarding

(51:43) - A Customer Delight Moment

(53:25) - Closing Thanks and Signoff

LINKS

Alicia’s Upcoming Classes

4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickQBOPodcast?sub_confirmation=1

PSA: Item Receipts in QBO Inventory

Alicia Katz Pollock, MAT — Thu, 09 Apr 2026 07:00:00 -0700

QuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you.

Sponsors
Wurthy - https://uqb.promo/wurthy

(00:00) - Intro to Item Receipts

(01:25) - Desktop Origins Explained

(02:33) - PO Workflow and Missing Step

(04:05) - Date Problems and Enhanced Receiving

(06:06) - Inventory Offset Holding Account

(09:12) - Turning It On in QBO

(09:44) - Irreversible Setting and Backups

(11:32) - Testing Before You Commit

(12:07) - Bills Without Item Receipts Pitfall

(15:43) - Workflow Tips and Reporting Soapbox

(18:31) - Who Should Enable This

(19:52) - Inventory Roadmap and Wrap Up

(21:06) - Announcements and Final Thanks

LINKS

Alicia’s Upcoming Classes

Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907

Dan’s Links

S of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Blog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Now You Know: March 2026 Recap of In the Know

Alicia Katz Pollock, MAT — Thu, 02 Apr 2026 07:00:00 -0700

Alicia and Dan break down Intuit's March "In the Know" webinar, covering the biggest product updates coming to QuickBooks this spring. The headliner is a new Buy Now, Pay Later option powered by Affirm—available right inside QBO invoices, with no extra fees and no risk to the business owner. They also dig into Books Close pricing changes, a modernized payroll run table, and new recurring and bulk payment features in Bill Pay.

Sponsors
Wurthy - https://uqb.promo/wurthy

Resources (there are EVEN MORE links in the slide deck!)

Intuit’s ITK Slide Deck with links and QR codes: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/ykjffDsdSgCZB7mBHr7K_March2026_ProAdvisor_InTheKnow_Handout.pdf
Vote for Alicia & Dan + your favorite ProAdvisor for Insightful Accountant’s Top ProAdvisor award, March 24 to April 26: https://survey.zohopublic.com/zs/00DALX?utm_campaign=21663829-2026%20Top%20ProAdvisor%20Awards&utm_source=2026topproadvisors_awardsportal&utm_medium=qrcodemurph
Call 1-877-222-1351 to get 2 QBO Advanced shells for $68.75 each
Webinars to learn about Intuit Enterprise Suite: https://ieswebinars.intuit.com/hub/ondemand?i=QHjqXHBPTxn-a8Bzak0SgO9aL-6dgfqR
QBO’s Accounting AI (Bank Feeds) improvements: https://www.youtube.com/watch?v=Upq8Qk538QA

Alicia’s upcoming classes:

Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907
Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907
Intuit Enterprise Suite class on June 2: http://royl.ws/intuit-enterprise-suite?affiliate=5393907

Dan’s Links

S of B Blog on comparing Books Review and Books Close: https://www.schoolofbookkeeping.com/blog/what-s-the-difference-between-books-review-vs-books-close-is-it-worth-the-cost
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Blog on Item Receipts and Enhanced Inventory Receiving
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Look What I Found!™: Business Tax, Customer Hub, Payroll Documents

Alicia Katz Pollock, MAT — Thu, 26 Mar 2026 07:00:00 -0700

Tax season tunnel vision is real — and Intuit has been quietly rolling out some significant new features while you've been heads down. Alicia walks through the new Business Tax section (including AI-powered deduction suggestions and ProConnect Tax integration), a beefed-up Customer Hub with built-in contracts and appointment scheduling, and some welcome payroll improvements around document management and employee history. If you've been wondering what's behind those price increases, this episode might just answer that question.

Sponsors
UNC - https://uqb.promo/unc

Alicia’s upcoming classes:

Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907
Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Intuit’s State of the Union FQ2 Report

Alicia Katz Pollock, MAT — Thu, 19 Mar 2026 07:00:00 -0700

Alicia breaks down Intuit's fiscal Q2 2026 earnings report, covering strong performance from QuickBooks Online, TurboTax, and Credit Karma alongside a notable drag from MailChimp. She also unpacks Intuit's growing push into the mid-market through Intuit Enterprise Suite, its expanding AI strategy — including a new integration with Claude Cowork — and what looming price increases could mean for small businesses and their bookkeepers.

Sponsors
UNC - https://uqb.promo/unc

(00:00) - Q2 2026 Report Overview

(00:52) - QuickBooks Growth Drivers

(01:16) - Intuit Enterprise Suite Surge

(02:11) - Claude AI Inside IES

(03:07) - QBO Services and SMB Trends

(04:19) - TurboTax and Credit Karma Wins

(04:53) - Assisted Tax Push

(06:40) - MailChimp Slows Down

(07:50) - Guidance and HI Focus

(08:58) - AI Monetization and Pricing

(10:39) - Competitive Moat and Data

(11:49) - Wrap Up and Key Takeaways

(12:30) - Alicia Updates and Classes

LINKS

Intuit’s FQ2 January 2026 earnings report: https://investors.intuit.com/news-events/press-releases/detail/1307/intuit-reports-strong-second-quarter-results-and-reiterates-full-year-guidance

Alicia’s upcoming classes:

eCommerce in QBO: http://royl.ws/e-commerce?affiliate=5393907
Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Questions from the OWLS: Bank of Bob

Alicia Katz Pollock, MAT — Thu, 12 Mar 2026 07:00:00 -0700

Alicia introduces a new segment called Questions from the OWLS, tackling one of the most common headaches in client bookkeeping: business expenses paid from personal funds. She walks through her "Bank of Bob" method, a dummy bank account in QuickBooks that captures the full detail of those transactions, and explains how to handle everything from owner equity cleanup to bartering arrangements.

Sponsors
UNC - https://uqb.promo/unc

Alicia’s current classes:

Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sponsors
UNC - https://uqb.promo/unc

Keep Changing My Software! (Wheel of Rants)

Alicia Katz Pollock, MAT — Thu, 05 Mar 2026 07:00:00 -0800

Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.

Sponsors
UNC - https://uqb.promo/unc

(00:00) - Wheel of Rants Setup

(01:24) - Topic Software Changes

(02:14) - Why Change Frustrates Pros

(04:15) - Staying Current With Updates

(06:16) - AI Shifting Software UI

(11:42) - Industry Wake Up Call

(16:06) - Stability Versus Innovation

(20:04) - Modern Reports Reliability

(24:24) - Apple Liquid Glass Woes

(26:39) - Adapting To New Ecosystems

(29:04) - Wrap Up And Takeaways

(29:32) - What Dan And Alicia Are Doing

(31:05) - Final Thanks And Sign Off

LINKS

Alicia’s current classes:

Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907
Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907
10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907
QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907

Dan’s Links

Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

QuickBooks February 2026 Releases: Bank Feeds, AI Deductions, and IES Construction Tools

Alicia Katz Pollock, MAT — Thu, 26 Feb 2026 07:00:00 -0800

Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.

Sponsors
UNC - https://uqb.promo/unc

Resources:

In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdf
Partner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60
Canny for product feedback: http://intuit.canny.io
Customer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107
Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130
Alicia’s current classes:
- Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
- Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907
- 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907
- QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter
(04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later’ in QuickBooks
(07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview
(14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders
(22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions
(23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel
(23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing
(26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early
(28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists)
(30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown
(31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches
(37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time?
(39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO
(52:43) - What’s Next: Intuit Podcasts, Intuit Connect, and July’s Mysterious AI Agents
(55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes

Intuit Accountant Suite: Accelerate and Books Close Deep Dive

Alicia Katz Pollock, MAT — Thu, 19 Feb 2026 07:27:00 -0800

Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.

Sponsors
FutureView Systems - https://uqb.promo/bez
UNC - https://uqb.promo/unc

(00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts)

(01:01) - Tax-season chaos & the surprise IAS pricing timeline change

(04:57) - Clearing up what’s still free vs paid: ProAdvisor portal vs add-ons

(05:43) - Accelerate vs Books Close: what each add-on actually does

(07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets

(10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee)

(16:18) - Books Close vs Books Review (and other tools): who it’s for

(30:01) - Client “Requests” messaging: asking questions on transactions

(32:35) - Game-changer feature: reconciling accounts from Books Close

(36:32) - How to Submit Beta Feedback (and What to Ask For)

(41:41) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions

(45:50) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions

(48:51) - Unapplied Payments + Other “Coming Soon” Anomaly Checks

(55:04) - Pricing Breakdown + The Big Beta Problem: You Can’t Offboard Clients

(59:54) - Wrap-Up: YouTube Demos, Community Updates, and What’s Next

LINKS

Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/edit

Alicia’s current classes:

Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907
Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907

Dan’s Links

Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Deep Dive: Let’s Make Sales Tax Less Taxing

Alicia Katz Pollock, MAT — Thu, 12 Feb 2026 15:00:00 -0800

Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.

Sponsors
FutureView Systems - https://uqb.promo/bez
UNC - https://uqb.promo/unc

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:45) - Setting Up Sales Tax in QuickBooks Online

(01:36) - Understanding Sales Tax Liabilities

(05:27) - Configuring Products and Services for Sales Tax

(08:40) - Managing Customer Sales Tax Settings

(11:21) - Sales Tax Rate

(17:58) - Using the Sales Tax Center

(23:18) - Reconciling and Adjusting Sales Tax Payments

(25:22) - Handling Uncollectible Invoices and Special Cases

(26:57) - Third-Party Apps for Complex Sales Tax Needs

(27:27) - Conclusion and Further Learning Resources

LINKS

Alicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

We’re STILL at Intuit Connect!

Alicia Katz Pollock, MAT — Thu, 05 Feb 2026 07:00:00 -0800

Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).

Sponsors
UNC - https://uqb.promo/unc

(00:00) - Introduction and Hosts' Banter

(00:45) - Intuit Connect Experience

(01:37) - Intuit Enterprise Suite for Construction

(03:24) - New Features in Intuit Enterprise Suite

(08:04) - Challenges and Solutions in Intuit Enterprise Suite

(15:12) - MailChimp Integration with QuickBooks

(24:57) - Customer Hub Overview

(29:19) - Exploring New Features in Online Bill Pay

(30:18) - AI and Machine Learning in Bill Processing

(33:46) - Bill Payment Speeds and Security Measures

(37:20) - Accountant Tools and Client Management

(41:03) - Recurring Invoices and Customer Dashboards

(42:28) - Lending Options and Financial Products

(47:09) - Upcoming Courses and Collaborations

LINKS

Customer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107

Alicia’s current classes:

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

Dan’s Links

Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Year-End QBO Cleanup

Alicia Katz Pollock, MAT — Thu, 29 Jan 2026 15:30:00 -0800

Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.

Sponsors

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:25) - Year-End Cleanup for Tax Time

(02:30) - Importance of Accurate Bookkeeping

(04:32) - QuickBooks Tools for Cleanup

(14:49) - Reconciling Accounts Properly

(18:19) - Categorizing Transactions Correctly

(20:51) - Adjusting Inventory and Equity

(24:42) - Analyzing Reports for Anomalies

(26:03) - Conclusion and Class Promotion

Alicia’s current classes:

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

The Canny Can-Can

Alicia Katz Pollock, MAT — Thu, 22 Jan 2026 07:00:00 -0800

Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.

Sponsors
UNC - https://uqb.promo/unc

(00:00) - Introduction and Hosts

(00:36) - Importance of Feedback

(01:24) - History of QuickBooks Feedback Systems

(02:01) - Current Feedback Methods

(03:04) - Feedback Processing and Action

(04:43) - Using Loom for Feedback

(06:36) - Introduction to Canny Boards

(10:14) - Navigating the Canny Boards

(17:59) - Submitting Effective Feedback

(19:13) - Encouragement to Use Canny Boards

(21:51) - Upcoming Events and Classes

(25:52) - Conclusion and Final Thoughts

LINKS

Check out Canny at intuit.canny.io

Alicia’s current classes:

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

Margie’s Free Class Friday:
www.akadian.com/lockerroom

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

1099 Reasons to Love January

Alicia Katz Pollock, MAT — Thu, 15 Jan 2026 07:00:00 -0800

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.

Sponsors
UNC - https://uqb.promo/unc

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:19) - Diving into 1099 Forms

(01:53) - Understanding 1099 Compliance

(04:43) - Different Types of 1099 Forms

(06:46) - QuickBooks and 1099 Management

(07:25) - W-9 Forms and Common Mistakes

(09:54) - Independent Contractors vs. Employees

(13:34) - Who Needs a 1099?

(17:56) - Payment Methods and 1099 Exemptions

(22:59) - Using QuickBooks for 1099 Filing

(29:24) - Filing and Correcting 1099s

(41:33) - Conclusion and Additional Resources

Alicia's Current Classes

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Now You Know; QuickBooks December 2025 Updates

Alicia Katz Pollock, MAT — Thu, 08 Jan 2026 07:00:00 -0800

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.

(00:00) - Introduction to the Podcast

(01:28) - Upcoming Events and Webinars

(05:02) - Product Innovations and Updates

(14:11) - Realm Consolidation Explained

(22:32) - Personal Updates and Upcoming Classes

(25:38) - Conclusion and Farewell

LINKS

Alicia’s upcoming classes:
- 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
- QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907
- Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
- Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdf
Intuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/
Realm consolidations:
Learn more: https://www.firmofthefuture.com/product-update/consolidating-realms/
Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdf
Transferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_US
Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2Vxw

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

New Year, New Innovations!

Alicia Katz Pollock, MAT — Thu, 01 Jan 2026 07:00:00 -0800

Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.

Sponsors
UNC - https://uqb.promo/unc

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:48) - QuickBooks Online Innovations

(01:44) - Bank Feed Enhancements

(06:56) - Client Requests and MasterCard Integration

(18:27) - Operational Software Hurdles Removed

(19:27) - Text-Based Payroll Management

(22:00) - Document Management and Employee Onboarding

(28:12) - Tax Impounding and Auto Filing

(35:02) - Intuit Intelligence and Business Analytics

(42:46) - Upcoming Classes and Events

LINKS

Alicia’s upcoming classes:
- 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
- QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907
Connect with Dan
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
QB Power Hour Webinar 1099 Strategies: Is QB Enough? - https://www.qbpowerhour.com/

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Christmas Gifts from Intuit!(Look What I Found Dec 2025)

Alicia Katz Pollock, MAT — Thu, 25 Dec 2025 07:00:00 -0800

Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Welcome to the Christmas Edition

(00:59) - QuickBooks Online: New Features and Improvements

(01:41) - Account and Settings Updates

(02:47) - Banking Feed Enhancements

(04:55) - QuickBooks Time Integration

(07:04) - Sales Tax Center

(17:05) - Modern Reports: New Features

(21:03) - Backup and Restore Utility

(23:44) - Payroll Agent and Time Tracking

(26:25) - Upcoming Classes and Final Thoughts

LINKS

Alicia’s QBO classes related to this episode:
Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking ?affiliate=5393907
Sales Tax: http://royl.ws/SalesTax ?affiliate=5393907
QBO Advanced: http://royl.ws/QBO-Advanced ?affiliate=5393907
QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907
Alicia’s Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907
Alicia’s Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907
Rewind for backups: http://royl.ws/Rewind
Alicia’s upcoming classes:
- 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
- QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

How Sweet It Is: Intuit Accounting Suite

Alicia Katz Pollock, MAT — Thu, 18 Dec 2025 07:00:00 -0800

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(02:31) - Deep Dive into Intuit Accountant Suite

(07:57) - Home Screen and Client Management

(18:15) - Client Insights and Custom Views

(24:41) - Books Close Feature

(33:58) - ProAdvisor Academy Enhancements

(38:43) - Wrapping Up and Upcoming Classes

LINKS

Mentions in episode:
Alicia’s Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
Alicia’s upcoming classes:
- 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
- QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390

Dan

Intuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

But How Do We REALLY Feel?

Alicia Katz Pollock, MAT — Thu, 11 Dec 2025 07:00:00 -0800

Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction and Overview

(00:20) - Conference Recap and Key Questions

(01:07) - Personal Reflections and Gratitude

(02:15) - Addressing Criticism and Misconceptions

(04:58) - Feedback from the Community

(05:38) - AI and Future Features

(09:21) - Concerns About Software Stability

(11:00) - Call for Stability and Consistency

(12:38) - Viral Facebook Rant

(24:14) - ProAdvisors' Plea to Intuit

(29:19) - Positive Feedback and Gratitude

(32:52) - Upcoming Classes and Conclusion

Alicia’s upcoming classes:

Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

What's New in QuickBooks: November In the Know Recap

Alicia Katz Pollock, MAT — Thu, 04 Dec 2025 07:00:00 -0800

Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction and Overview

(00:37) - ProAdvisor Community News

(01:15) - AI Innovations and Bank Feed Updates

(02:46) - Intuit Accountant Suite

(09:08) - ProAdvisor Program Evolution

(10:03) - New Resources and Tools

LINKS

Intuit’s Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_link
In the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharing
Alicia’s upcoming classes:
- QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
- Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
- Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Gratitude for Growth

Alicia Katz Pollock, MAT — Thu, 27 Nov 2025 07:00:00 -0800

Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning client management, pricing models, hiring decisions, and even practice sales. She closes with reflections on what makes this work meaningful during a time of industry change.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction and Thanksgiving Theme

(00:26) - The Glad to Be Here Mindset

(02:13) - Impactful Changes: Client Management

(04:13) - Impactful Changes: Pricing Models

(04:47) - Impactful Changes: Hiring Practices

(06:40) - Impactful Changes: Practice Management

(09:46) - Impactful Changes: Personal Growth

(11:23) - Impactful Changes: Career Pivots

(12:35) - Impactful Changes: Selling Practices

(13:31) - Conclusion and Gratitude

LINKS

Alicia’s upcoming classes:
- Credit Cards in Business, Dec 2: http://royl.ws/QBO-credit-cards?affiliate=5393907
- Expense Management in QBO, Dec 4: http://royl.ws/expenses ?affiliate=5393907, sponsored by Forwardly (https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock)
- QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
- Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
- Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Conference Season Recap

Alicia Katz Pollock, MAT — Thu, 20 Nov 2025 07:00:00 -0800

Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe's focus on value-based conversations, and reflects on how each conference served different professional needs. Plus, hear direct feedback from conference attendees about their biggest takeaways and what Alicia learned about working nomadically while staying productive on the road.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction and Overview

(00:22) - Conference Recap: Women Who Count

(06:47) - Conference Recap: Intuit Connect

(10:49) - Conference Recap: Reframe

(15:29) - Panel Discussion: Insights from Intuit Connect

(28:33) - Living the Nomadic Life

(30:34) - Upcoming Classes and Final Thoughts

LINKS

Alicia’s upcoming classes:

QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907
QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Look What We Found: November 2025

Alicia Katz Pollock, MAT — Thu, 13 Nov 2025 07:00:00 -0800

Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction and Guest Welcome

(00:48) - QuickBooks Online Refresh and New Features

(02:48) - Banking Feeds Innovations

(04:49) - Attachments and Tags in Banking Feeds

(06:46) - New Payments Box and Sales Tax Issues

(13:10) - QuickBooks Online for Accountants Beta

(21:07) - Accountant Users Join Business Network

(24:43) - Customer Center Beta Test

(25:13) - Introduction to Customer Filters

(26:25) - Feedback on the Money Bar

(27:53) - New Search Filter Features

(28:42) - Customer Status and Types

(29:35) - Billing City Filter and Search Bar Issues

(32:14) - Customizing Columns and Filters

(33:54) - Advanced Transaction Search

(38:39) - Upcoming Events and Conferences

(41:31) - Conclusion and Final Thoughts

LINKS

Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course ?affiliate=5393907
Alicia’s upcoming appearances:
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
Margie’s Free Class Friday:
www.akadian.com/lockerroom

BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Intuit (dis)Connect

Alicia Katz Pollock, MAT — Thu, 06 Nov 2025 07:00:00 -0800

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction and Guest Welcome

(04:15) - The New Customer Hub and MailChimp Integration

(05:43) - Concerns About AI and QuickBooks Ecosystem

(10:59) - ProAdvisors' Role in the AI Era

(19:01) - Addressing Reporting and Automation Issues

(26:57) - The Future of QuickBooks Online Accountant

(27:11) - Introduction to QBO A Refresh

(27:35) - New Features and Paid Tiers

(28:38) - Intuit Accountant Suite Overview

(29:54) - Core and Accelerate Versions

(30:08) - Client Management and Dashboards

(32:36) - Practice Management Tools

(33:15) - Intuit's Market Strategy

(37:18) - ProAdvisor and QuickBooks Live

(38:21) - Quicken's Comeback

(41:25) - AI and Automation in Accounting

(51:43) - Intuit's Future Plans and Innovations

(54:35) - Conclusion and CPE Information

LINKS

Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course ?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Those Sneaky AI Agents

Alicia Katz Pollock, MAT — Thu, 30 Oct 2025 07:00:00 -0700

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.

Sponsors
Keeper - https://uqb.promo/keeper
Digits - https://uqb.promo/digits

(00:00) - Introduction and Hosts

(02:19) - Discussing AI in QuickBooks Online

(07:16) - Exploring QuickBooks AI Agents

(08:20) - Accounting Agent Deep Dive

(25:37) - Bank Reconciliation Enhancements

(35:36) - Payments Agent Overview

(36:47) - Leveraging Customer Insights for Better Invoicing

(37:24) - Maximizing Cash Flow with Late Fees and Reminders

(38:09) - Personal Experiences with Payment Agents

(50:31) - Finance Agent Overview

(01:00:52) - New Navigation Tips and Tricks

(01:03:58) - Upcoming Classes and Events

LINKS

Dan’s AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgents
Accounting Agents Toolkit: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us
Firm of the Future Articles
- Agentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/
- Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/
- Accounting Agent Anomaly Detection
- https://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/
- Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/
- Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_US
- Finance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US
Dan and Alicia’s Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% off
Alicia’s classes including the Accounting Agents:
- New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
- Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
Alicia’s Upcoming Classes:
Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course ?affiliate=5393907

Dan’s AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgents
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Now You Know: October 2025 QuickBooks Updates

Alicia Katz Pollock, MAT — Thu, 23 Oct 2025 07:00:00 -0700

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction to the Podcast

(00:58) - ProAdvisor Community News

(03:06) - Product Innovations: Modern Reports

(11:09) - Payroll Corrections Updates

(16:02) - Custom Client IDs in QuickBooks Online Accountant

LINKS

https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/

Conferences:
https://www.afwa.org/women-who-count/
https://www.intuit.com/intuitconnect/
https://www.reframeaccounting.com/

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Big News: Book Release and Time Sensitive Bonus Episode for People Going to Women Who Count and Intuit Connect

Alicia Katz Pollock, MAT — Tue, 21 Oct 2025 15:43:30 -0700

Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebration lunch at Intuit Connect where attendees get a free PDF. The book is available in paperback and Kindle format for $24 on Amazon, perfect for SCORE and SBDC programs, client gifts, or anyone learning QuickBooks Online.

BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp

Conferences:
https://www.afwa.org/women-who-count/
https://www.intuit.com/intuitconnect/
https://www.reframeaccounting.com/

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Securing Your Security

Alicia Katz Pollock, MAT — Thu, 16 Oct 2025 07:00:00 -0700

Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and weighing the risks of instant deposits and the QuickBooks Business Network. While Intuit has now added facial recognition to their verification process, this episode gives you the standard operating procedures you need to implement today to protect your practice and your clients' money.

Sponsors
Keeper - https://uqb.promo/keeper
Digits - https://uqb.promo/digits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:07) - Current Security Threats in QuickBooks Online

(11:58) - Best Practices for Enhanced Security

(19:43) - Implementing Backup and Alias Emails

(23:18) - Using Limited Access Users and Company ID

(28:07) - Best Practices for Admin and User Management

(29:07) - Security Measures and Password Management

(29:34) - QuickBooks Business Network: Pros and Cons

(32:19) - Convenience vs. Security in QuickBooks Features

(35:33) - Exploring Third-Party Apps for Enhanced Security

(40:59) - Final Thoughts and Call to Action

(42:08) - Upcoming Events and Conferences

LINKS

Previous episode, Insecurity About Security, Aug 21, 2025: uqb.show/104
Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock
Secure your Login SOP Blog: https://www.schoolofbookkeeping.com/blog/safeguard-your-intuit-access-a-practical-sop
QB Power Hour On Securing Your Login: https://www.qbpowerhour.com/09-30-25-securing-your-intuit-login
Workshop Wednesdays Securing Your Login: https://youtube.com/live/thf5UC3hqc4
Passive Aggressive Income Cohort: https://snip.ly/UnQBAPassAgg
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Products, Services, and Inventory, Nov 11: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course ?affiliate=5393907
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

How Do You Know All This?

Alicia Katz Pollock, MAT — Thu, 09 Oct 2025 07:00:00 -0700

Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.

Sponsors
Digits - https://uqb.promo/digits
Assembly - https://uqb.promo/assembly

(00:00) - Introduction: How Do You Know All This?
(01:07) - Alicia's Origin Story: From Jewelry to QuickBooks
(04:07) - Teaching and Technology: The Early Years
(06:25) - Transition to QuickBooks: The Turning Point
(11:29) - Building Expertise: From Troubleshooting to Training
(13:35) - The Rise of Royal Wise: Adapting to COVID
(25:45) - Staying Updated: Communities and Resources
(31:14) - Conclusion: Sharing Knowledge and Upcoming Events

Alicia’s Upcoming Classes:

New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907

Alicia’s upcoming appearances:

Women Who Count Conference: https://www.afwa.org/women-who-count/

Intuit Connect: https://www.intuit.com/intuitconnect/

Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over

Alicia Katz Pollock, MAT — Wed, 01 Oct 2025 07:00:00 -0700

Converting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.

Sponsors
Digits - https://uqb.promo/digits

Assembly - https://uqb.promo/assembly

AFWA - https://uqb.promo/afwa

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:58) - Understanding Migration vs. Conversion
(02:35) - Challenges in Migrating Payroll
(05:50) - The Importance of Admin Roles
(17:41) - Migrating Attachments
(23:03) - Practical Tips for Migration
(30:25) - Upcoming Events and Conferences

LINKS

Alicia’s book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO
QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
RightTool.app - mention ROYALWISE for 20% off the Pro version
Attachment Conversion: https://snip.ly/UQAPAttach
Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM
QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversion
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/PVuaz3W2RbiLBCXnLLir_September2025__ProAdvisor_InTheKnow_Handout.pdf

Now You Know: September 2025 QuickBooks Updates

Alicia Katz Pollock, MAT — Thu, 25 Sep 2025 13:30:00 -0700

Alicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloadable cleared check images and instant payment options, plus upcoming ProAdvisor resources and training opportunities. The episode wraps with Alicia's conference schedule including Women Who Count, Intuit Connect, and the Reframe conference.

Sponsors
MakersHub - https://uqb.promo/makershub
Digits - https://uqb.promo/digits
AFWA - https://uqb.promo/afwa

(00:00) - Welcome to The Unofficial QuickBooks Accountants Pocast

(02:04) - ProAdvisor News and Announcements

(11:45) - Bill Payment Release Approvals

(16:56) - Check Remittance and Faster Payment Options

(25:10) - Personal Updates and Upcoming Classes

(27:10) - Conference Trifecta and Closing Remarks

Links
In the Know Sept 18, 2025 Episode Recording: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e9-intuit-enterprise-suite/

Accounting Agents Toolkit: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us

Alicia’s Newest Trainings:

QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907

Alicia’s upcoming appearances:

Women Who Count Conference: https://www.afwa.org/women-who-count/

Intuit Connect: https://www.intuit.com/intuitconnect/

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

What’s a QSP and Why Should I Care?

Alicia Katz Pollock, MAT — Thu, 18 Sep 2025 07:00:00 -0700

QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.

Sponsors
Digits - https://uqb.promo/digits
Bluebook - https://uqb.promo/bluebook
MakersHub - https://uqb.promo/makershub
AFWA - https://uqb.promo/AFWA

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:57) - Defining QSP and Its Evolution

(02:48) - Benefits and Requirements of the QSP Program

(06:05) - Challenges and Changes in the QSP Program

(09:42) - QSP's Role in Client Solutions

(18:38) - Vendor Partnerships and Commissions

(31:29) - Collaborative Community and Support

(36:05) - Direct Relationships with Intuit Reps

(37:14) - Leveraging QSPs for Complex Migrations

(38:00) - Understanding QuickBooks Pricing Programs

(39:49) - Benefits of Partnering with CBG

(41:19) - Changes in Merchant Services and Preferred Pricing

(49:15) - Choosing the Right QSP for Your Needs

(57:08) - Exploring Acumatica as an ERP Solution

(01:02:09) - Wrap-Up and Future Plans

Resources

Jeff Siegel, Siegel Solutions: www.siegelsolutions.com
QSP: QuickBooks Online
YouTube Tips and Tricks: Siegel Solutions - YouTube
New Quickbooks FREE Webinar Registration: Meeting Registration - Zoom
Carrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/
Dan DeLong, School of Bookkeeping:
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA
QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
RightTool.app - mention ROYALWISE for 20% off the Pro version
Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

https://www.firmofthefuture.com/product-update/july-2025-mpu/

Customer Leads Hubba-Hubba

Alicia Katz Pollock, MAT — Thu, 11 Sep 2025 13:00:00 -0700

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.

Sponsors
MakersHub - https://uqb.promo/makershub
Digits - https://uqb.promo/digits
Women Who Count - http://uqb.promo/women

Video demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4
Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907

Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface

Alicia Katz Pollock, MAT — Thu, 04 Sep 2025 07:00:00 -0700

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.

Sponsors
Digits - https://uqb.promo/digits
Bluebook - http://uqb.promo/bluebook
Women Who Count - http://uqb.promo/women

(00:00) - Introduction: Cha Cha Changes
(01:00) - Understanding the Disruption to Productivity
(04:00) - Banking Feeds: New AI, Same Training Process
(08:00) - Finding Your Way Around the New Interface
(12:00) - Bookmarks and Menu Customization
(14:00) - Before and After: Menu Changes Explained
(17:25) - The New Customer Hub
(21:25) - Look What I Found: New Features Deep Dive
(26:25) - Experimental Features and Beta Testing
(30:54) - Backup Features in QBO Advanced
(34:54) - AI-Powered Bank Reconciliation Preview
(40:54) - The Great QuickBooks Refresh Announcement
(52:18) - Upcoming Conference Season
(55:18) - Closing Thoughts and Next Steps

Alicia’s The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

Complete Business Group (QSP): royl.ws/CBG

RightTool.app - mention ROYALWISE for 20% off the Pro version

Rewind Backups - http://royl.ws/Rewind

Women Who Count Conference: https://www.afwa.org/women-who-count/

Intuit Connect: https://www.intuit.com/intuitconnect/

Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll

Alicia Katz Pollock, MAT — Thu, 28 Aug 2025 07:00:00 -0700

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(04:16) - QuickBooks Connect Event

(06:52) - New Features in QuickBooks Online

(09:04) - Intuit Enterprise Suite Enhancements

(23:48) - AI and Automation in QuickBooks

(33:31) - Customer Leads and Sales Pipeline

(36:08) - Integrating CRM with QBO

(37:02) - Future Episode on MailChimp

(37:30) - Introducing the Payroll Agent

(41:28) - Employee Honesty and Payroll Management

(44:16) - Nuts and Bolts of Payroll via Text

(46:20) - Upcoming Webinars and Events

(47:28) - Business Network and Check Remittance Feature

(51:37) - Sales Tax Filing Updates

(55:39) - Membership Drive and Curriculum Refresh

(57:48) - Reframe Conference Announcement

(59:38) - Conclusion and Final Thoughts

In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf

Alicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh
Alicia’s QuickBooks Online Before-and-after YouTube video: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Insecurity about Security

Alicia Katz Pollock, MAT — Thu, 21 Aug 2025 07:00:00 -0700

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Welcome to The Unofficial Accountants Podcast
(02:09) - The Importance of Security for Accountants
(02:51) - Common Security Issues in QuickBooks
(05:34) - Understanding Passkeys and Their Benefits
(10:57) - Real-World Examples and Horror Stories
(27:18) - Best Practices for Account Security
(32:53) - The Dangers of Sharing Personal Information Online
(33:19) - The Importance of Two-Factor Authentication
(33:49) - Benefits of Using Password Managers
(35:02) - Real-Life Hacking Scenarios and Solutions
(41:10) - Recognizing and Avoiding Email Scams
(45:24) - QuickBooks Security Features and Concerns
(49:57) - Intuit's New Feedback System for Banking Feeds
(53:24) - What’s Going on in Our World

Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632

Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins

Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys

Intuit’s Security page: https://security.intuit.com/

Got a fake email from “Intooit”? Forward it to fraud@intuit.com

Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907

Jamie Pollock’s course, “Don’t Get Scammed: Jamie’s Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907

Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365

Intuit’s Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FB

March 13 episode: deep dive into your Intuit Account including logins: uqb.show/83

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Intuit Enterprise Suite Updates | Summer 2025

Alicia Katz Pollock, MAT — Thu, 14 Aug 2025 22:19:46 -0700

Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:38) - Hector's Recent Adventures

(04:05) - The Evolution of Pricing in Accounting

(05:58) - Intuit Enterprise Suite: Compliment Sandwich

(07:08) - Feedback on Intuit Enterprise Suite

(13:11) - Challenges with QuickBooks Online

(19:20) - New Features in Intuit Enterprise Suite

(25:29) - Multi-Entity Management in IES

(39:22) - Navigating Multi-Entity Chart of Accounts

(41:53) - Expense Allocation Enhancements

(47:30) - Intercompany Sales and Transactions

(56:13) - AI-Powered Cash Flow Forecasting

(01:00:22) - A Few More New Features

(01:07:27) - Milestones

(01:13:30) - Upcoming Training and Events

Alicia’s upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907

Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907

Hector's App RightTool: https://righttool.app/
Hector's Reframe Conference: https://www.reframeaccounting.com/

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Better Security, Smarter Estimates, and Retroactive Payroll

Alicia Katz Pollock, MAT — Thu, 07 Aug 2025 07:00:00 -0700

Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.

Sponsors
Digits - https://uqb.promo/digits

Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm

3 CPE, intermediate-level class

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:07) - Enhancements in QuickBooks Bill Pay
(03:54) - Streamlined Workflow for Estimates and Deposits
(07:42) - QuickBooks Online Payroll Improvements
(10:56) - QuickBooks Live Expert Assist and Priority Service
(12:41) - Special Announcement: Restaurant Accounting Course
(14:23) - Conclusion and Closing Remarks

July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:

Alicia Katz Pollock, MAT — Thu, 31 Jul 2025 07:00:00 -0700

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.

Sponsors

(00:00) - Introduction and Hosts' Catch-Up

(01:20) - Overview of July 2025 'In the Know' Session

(03:27) - ProAdvisor Community News and Upcoming Courses

(05:53) - QuickBooks on the Intuit Platform

(11:28) - New Features in QuickBooks Online

(19:24) - Bank Feeds Innovations

(30:39) - Navigating Action Buttons

(31:02) - Enhanced Grouping Features

(31:24) - AI Assistance in Transactions

(34:16) - Detecting Bank Fees

(34:55) - Combining Matches in Bank Feeds

(36:54) - New Accounting Agent Features

(39:39) - Context Gathering for Transactions

(43:28) - Anomaly Detection in Reports

(46:06) - Improved Reconciliation Process

(47:07) - Bill Pay Basic in All Plans

(54:05) - Training and Membership Updates

In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharing

Intuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing

Sign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907

Dan’s Links:

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Dan’s Blog on the AI Agents - https://snip.ly/UQAPAIAgents

Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank

QB Power Hour Webinar - https://www.qbpowerhour.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

100th Episode Special!

Alicia Katz Pollock, MAT — Thu, 24 Jul 2025 07:00:00 -0700

Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.

*This episode was live streamed*

Sponsors

(00:00) - Welcome to the 100th Episode Celebration!

(00:37) - Meet the Community and Hosts

(01:34) - The Origins of the Podcast

(04:59) - The Unofficial Nature and Honest Conversations

(05:50) - Hector's Words of Wisdom

(07:51) - The Importance of Collaboration

(11:52) - Favorite Episodes and Memorable Moments

(23:56) - Embracing Change and Innovation

(31:17) - Feedback on Beta Testing

(31:53) - Rant on Sample Company Updates

(34:37) - Live Classes and Feedback Flooding

(35:48) - Challenges in Training with QuickBooks

(38:24) - Adapting to Changes in Training

(41:51) - Outsourcing and Global Workforce

(44:49) - Future of QuickBooks and AI

(46:43) - Engaging with the Community

(56:08) - Conclusion and Call to Action

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Our Top 10 favorite episodes:

uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Do

uqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern age

uqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the US

uqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garcia

uqb.show/64 Sasan Goodarzi’s keynote address from Intuit Connect

https://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia’s book: http://royl.ws/QBDT_to_QBO

Listen to Hector and Alicia AND follow along with Margie’s hands-on exercise: https://scribehow.com/shared/Deleting_Accounts__mgYD5K7dSj-NdAEA71NMjA

Join Margie’s free class every Friday: https://www.facebook.com/groups/qbo.gym.locker.room

Journal Entries Have Unintended Consequences (Wheel of Rants)

Alicia Katz Pollock, MAT — Thu, 17 Jul 2025 07:00:00 -0700

Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accurate data throughout the year, not just at year-end. The episode focuses on the powerful Reclassify Transactions tool and how it can save time while ensuring data accuracy across all reporting periods.

Sponsors

(00:00) - Introduction and Wheel of Rants

(00:31) - The Reclassify Tool: A Modern Approach

(04:17) - Creating Rules for Accurate Categorization

(07:34) - Using the Reclassify Transactions Tool

(14:34) - Conclusion and Final Thoughts

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Links from Episode
Use this link to access Reclassify from any QBO file, even if you don’t have the QBOA briefcase: qbo.intuit.com/app/reclassify-transaction

BDO Alliance: https://www.bdo.com/about/bdo-alliance-usa

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

QBO’s New Error Detection AI Agent

Alicia Katz Pollock, MAT — Thu, 10 Jul 2025 07:00:00 -0700

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.

Sponsors

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:31) - Jim's Journey with QuickBooks

(04:35) - New QuickBooks Online Platform

(07:14) - AI Agents in QuickBooks Online

(11:17) - Bank Feed Enhancements

(18:30) - AI-Powered Reconciliation

(19:59) - Error Resolution Process

(20:52) - AI Reconciliation and Duplication Detection

(21:45) - Release Timeline for New Tools

(22:35) - Anomaly Detection in Financial Statements

(26:16) - Demo of Anomaly Detection Tool

(37:00) - Future Enhancements and Feedback

(40:59) - Conclusion and Upcoming Training

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Alicia’s QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907

Intuit’s Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing

Intuit’s Data and Security Page: https://www.intuit.com/privacy/statement/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Interacting With QuickBooks Online's Platform Overhaul

Alicia Katz Pollock, MAT — Thu, 03 Jul 2025 07:00:00 -0700

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.

Sponsors

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:22) - Initial Impressions and User Reactions
(05:59) - Exploring the Dashboard Features
(15:01) - Understanding the Business Feed
(23:09) - Reports and Financial Planning
(26:27) - Integrations and My Apps Section
(27:48) - Introduction to My Accountant Tool
(28:28) - Navigating the Accounting Section
(28:50) - Exploring the Expenses Section
(29:23) - Sales and Payment Methods
(33:18) - Customer Hub and CRM Tools
(34:05) - Payroll and HR Features
(35:41) - Time Tracking and Projects
(36:41) - Inventory and Sales Tax
(37:19) - Business Tax and Lending
(42:03) - Interface Updates and Bookmarks

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

RightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.

Alicia’s QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Desktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet

Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations

QB Power Hour Webinar - https://www.qbpowerhour.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

June 2025 QuickBooks Updates | Inventory, Square Integration, and What's Coming

Alicia Katz Pollock, MAT — Thu, 26 Jun 2025 07:00:00 -0700

QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.

Sponsors

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:59) - QuickBooks Inventory Module Update

(10:11) - New Square Connector Features

(16:22) - Mineral HR Platform Overview

(20:55) - Updating Employee Handbooks

(23:30) - Algorithm for Personalized Suggestions

(24:43) - Navigating Client Subscriptions

(25:19) - Future Features and Revenue Share

(28:11) - AI Agents and Upcoming Features

(31:09) - New QuickBooks Dashboard

(37:11) - Training and Resources for New Interface

(39:44) - Conclusion and Final Thoughts

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

https://www.firmofthefuture.com/partner-council/partner-council-applications-open/

QuickBooks Toolkit for Accountants: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us

Intuit Connect: Intuit Connect: The premier accounting event

Firm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labels

In the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_link

Partner Council applications are now open:

Alicia and Matthew:

Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/

QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive

Connect with Matthew:

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Look What We Found: June Edition - Interface Updates and Banking Feed Revolution

Alicia Katz Pollock, MAT — Thu, 19 Jun 2025 07:00:00 -0700

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.

Sponsors

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:34) - Company Updates and Good Problems

(01:08) - Interface Changes in QuickBooks

(03:30) - New Features in QuickBooks Expenses

(08:20) - Settings and Notifications

(18:12) - Banking Feed Enhancements

(22:13) - Error Correction and New Feature Introduction

(22:28) - Request Info Button in Banking Feed

(26:14) - Intuit Drive and Document Storage

(29:51) - Rumors and New Features in QuickBooks

(34:02) - QuickBooks Time Integration

(35:39) - Fusion: The New Interface

(41:05) - Upcoming Events and Announcements

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!

Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Keeper + Anchor ≠ Kanchor

Alicia Katz Pollock, MAT — Thu, 12 Jun 2025 07:00:00 -0700

Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.

Sponsors
BDO Alliance - https://uqb.promo/bdo

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:39) - Exciting News: Keeper and Anchor Integration

(01:53) - Details of the New Integration

(04:03) - Customer-Driven Development

(07:52) - Real-Life Use Cases

(11:18) - Understanding Keeper and Anchor

(14:50) - Initial Feedback and Reactions

(16:10) - Admiration and Problem-Solving Approaches

(18:39) - Industry Trends and Platform Consolidation

(27:22) - Impact of Intuit's API Changes

(31:11) - Future of Accounting Technology

(33:19) - Upcoming Conference and Fun Plans

(35:15) - Conclusion and Final Thoughts

Keeper: https://keeper.app/?via=4aaea6

Anchor: https://join.sayanchor.com/iX6Hba Mention Royalwise when you sign up to get a $50 credit

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

•Keeper Karaoke on Monday

•Grab a tutu for Tutu Tuesday at the Royalwise booth,

•Royalwise Pool Party at Cabana #9 on Wednesday!
Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Beyond Invoices: Mastering QBO Payment Links

Alicia Katz Pollock, MAT — Thu, 05 Jun 2025 07:00:00 -0700

Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and customer tracking that users should be aware of.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Alicia’s Mobile app class was on May 13 - you can take it any time at http://royl.ws/QBOMobile?affiliate=5393907

Alicia’s QuickBooks Payments class - http://royl.ws/GoPayment?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

QB Power Hour Webinar - https://www.qbpowerhour.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

(00:00) - Introduction to the Episode
(01:37) - Introduction to Payment Links
(02:45) - Creating and Using Payment Links
(06:23) - One-Time Payment Links
(08:53) - Multi-Use Payment Links
(11:24) - Limitations and Workarounds
(18:04) - Advantages of QuickBooks Payments
(20:08) - Conclusion and Upcoming Events

Going Ape for APIs (Breaking News with Hector Garcia)

Alicia Katz Pollock, MAT — Thu, 29 May 2025 07:00:00 -0700

Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pricing models to the future of third-party integrations, explaining why smaller developers may struggle while larger companies like Bill.com and Avalara will likely absorb the costs. The discussion explores whether this represents a strategic move toward platform consolidation and what it means for the freemium model that many QuickBooks-connected apps currently rely on.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

The new Intuit Developer Platform: https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/

Hector’s Reframe events: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

Alicia’s new QBO Complete 2025 book + eBook: http://www.questivaconsultants.com

Alicia’s Hands-on Training course starting July 21, 2025: http://royl.ws/QBO-complete

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:32) - Intuit's New API Guidelines
(02:27) - Metering and Costs for API Usage
(03:25) - Impact on Small and Large Apps
(04:16) - New API Access Points
(04:44) - Inventory Adjustment API
(08:49) - Custom Fields API
(10:39) - Projects API
(13:19) - Sales Tax API
(16:38) - Payroll Compensation API
(20:15) - API Monetization and Timelines
(22:21) - Metering and Pricing Adjustments
(24:26) - API Credits and Developer Tiers
(25:57) - Impact on App Developers
(34:24) - Intuit's Strategic Moves
(39:27) - Upcoming Events and Personal Updates

May 2025 QuickBooks Online Updates

Alicia Katz Pollock, MAT — Thu, 22 May 2025 07:00:00 -0700

Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations.

Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(02:29) - Upcoming Webinars and Events

(05:45) - Bill Pay Enhancements

(11:04) - ProConnect Tax Updates

(12:34) - Intuit Enterprise Suite Enhancements

(17:36) - Additional Announcements from Firm of the Future

(22:12) - QuickBooks Checking and Cashflow Tools

(23:20) - Wrap-up and Sign-Off

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Firm of the Future Product Updates, May 2025: https://www.firmofthefuture.com/product-update/may-2025-mpu/

ProAdvisor Spotlight with Dan Luthi and Brittney Brown: https://www.firmofthefuture.com/thought-leadership/next-generation-of-accountants/

Alicia’s QuickBooks Checking and Cash Flow class: http://royl.ws/cashflow

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

The 20 Things Bookkeepers Should Never Do (Wheel of Rants)

Alicia Katz Pollock, MAT — Thu, 15 May 2025 09:00:00 -0700

Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.

Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:27) - Spring Break Road Trip and Intuit Campus Visit

(01:54) - Spinning the Wheel of Rants

(02:47) - Allowing Clients to Control the Work

(04:34) - Giving Legal or Tax Advice

(09:24) - Taking Clients Without Required Skills

(15:04) - Working for Free and Discounting Invoices

(21:17) - Access to Client Bank Accounts

(27:14) - Managing Client Communication

(31:17) - Importance of Engagement Letters

(34:38) - Reviewing and Updating Engagement Letters

(37:29) - Vetting Clients Before Engagement

(43:20) - Emotional Boundaries with Clients

(46:22) - Confidentiality and Professionalism

(49:20) - Course Announcements and Wrap-Up

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup

1Password: 1password.com

Keeper: https://keeper.app/?via=4aaea6

Alicia’s Mobile App class: May 13

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Recertification Season

Alicia Katz Pollock, MAT — Thu, 08 May 2025 08:00:00 -0700

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.

Sponsors
Debits - https://uqb.promo/debits
Human at Scale - https://uqb.promo/human

(00:06) - QuickBooks ProAdvisor Certification Overview

(01:28) - Benefits of Certification

(02:55) - ProAdvisor Directory and Points System

(05:45) - Recertification Process

(12:13) - Recertification Tests and Tips

(19:52) - Importance of Certification

(20:37) - Credly Badges and ProAdvisor Title

(30:21) - Conclusion and Upcoming Events

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everything

If you need help recertifying because the Intuit training doesn’t match your learning style: www.akadian.com/recertify

Past episode about Intuit Academy, Nov 2024: https://uqb.show/66

Alicia’s QBO Mobile App class on May 13, 2025:

Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registration

Enroll for class recording with CPE: http://royl.ws/QBOMobile

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Tags Are Back! (I Told You So!)

Alicia Katz Pollock, MAT — Wed, 07 May 2025 17:00:00 -0700

Intuit has reversed course and TAGS are back!

Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84

Beta Tests Gone Wild

Alicia Katz Pollock, MAT — Thu, 01 May 2025 08:00:00 -0700

Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcoming "Fusion" interface redesign that will completely transform how users navigate and interact with QuickBooks Online.

Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:46) - Granular Access for Firm Members

(04:08) - Client IDs in QuickBooks Online

(06:04) - Bill Pay Onboarding Enhancements

(10:00) - QuickBooks Payments Integration

(16:22) - Resolution Center in QuickBooks Online

(19:09) - Amazon Business Integration

(23:33) - Personal Cloud Backup

(31:45) - New Ways of Copying Journal Entries

(35:53) - Modernizing QuickBooks Online's Code Base

(43:47) - Upcoming Features and Roadmap for PayPal Integration

(44:46) - Introducing the Fusion Interface

(56:49) - Training and Resources for QuickBooks Users

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdf

Alicia’s Links

Credit Cards in QBO course: http://royl.ws/QBO-credit-cards
QuickBooks Payments course: http://royl.ws/QB-Payments-Course
QuickBooks Mobile app course: http://royl.ws/QBOMobile

Margie's Links

The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Look What We Found: April 2025

Alicia Katz Pollock, MAT — Thu, 24 Apr 2025 08:00:00 -0700

Alicia and Margie explore recent changes the found to QuickBooks Online, including the new Tap to Pay feature, sales tax payment capabilities, and enhanced migration limits for desktop to online conversion. They discuss interface updates like the modern balance sheet view and new receive payments screen, while sharing useful features that have been available but often overlooked.

Sponsors

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:24) - New Features in QuickBooks

(05:37) - Enhanced Products and Services

(06:52) - Grouping Billable Time in Invoices

(11:26) - QuickBooks Live Expert Assist

(14:42) - Client Transfer Between QBOA Accounts

(15:52) - Retirement Contributions Update

(17:12) - Interface Updates and New Screens

(22:00) - Balance Sheet Profit and Loss in Modern View

(23:50) - Feedback on Modern View Reports

(29:37) - Unreproducible Features

(29:53) - QuickBooks Payments and Reconciliations

(39:12) - Turning Invoice to Credit Memo

(40:55) - The Locker Room Community

(42:46) - Upcoming Events and Training

GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/

Alicia’s links

Converting from QBDT to QBO class: http://royl.ws/QBDT2QBO
Converting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBO

Margies Links

The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Intuit Enterprise Suite Updates with Hector Garcia | April 2025

Alicia Katz Pollock, MAT — Thu, 17 Apr 2025 08:00:00 -0700

Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

(00:00) - Welcome and Introduction
(00:44) - Overview of Intuit Enterprise Suite
(01:05) - Defining Mid-Market and Enterprise Software
(02:48) - Pricing and Client Quotes
(06:43) - New Features in Intuit Enterprise Suite
(07:55) - Multi-Entity Allocation Tool
(16:18) - Consolidated Dashboards and Reports
(23:49) - Forecast Reports and Project Budgets
(37:23) - Cost to Complete Project Report
(39:08) - AI Import for Project Budgets
(41:36) - Task Management in Intuit
(52:25) - Third-Party Integration Enhancements
(54:37) - Speculations on Pricing Transparency
(01:01:23) - Future of AI in QuickBooks
(01:06:36) - Upcoming Events and Classes

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

March 2025 IES Release Notes:

Links

Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/
Alicia's Payment Class http://royl.ws/QB-Payments-Course
Chart of Accounts in QBO: http://royl.ws/QBOCOA
Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Chart of Accounts (Wheel of Rants)

Alicia Katz Pollock, MAT — Thu, 10 Apr 2025 07:00:00 -0700

Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

(00:00) - Welcome to the Show
(00:35) - QuickBooks Online's Chart of Accounts Evolution
(02:18) - Reactions to the New Chart of Accounts
(04:01) - Renaming Classic Categories
(07:33) - GAAP and Custom Chart of Accounts
(12:14) - Detail Types and Tax Preparation
(17:33) - Managing Opening Balance Equity
(21:51) - Undeposited Funds Workflow
(25:20) - Reconciliation Discrepancy
(27:47) - QuickBooks Online Adjustments
(30:32) - The Importance of Numbering Systems
(33:59) - Reclassify Tool and Modern Categories
(37:21) - Meals and Entertainment Changes
(38:52) - Merchant Services and Modern Expenses
(43:47) - Final Thoughts and Upcoming Classes

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Alicia’s classes:

Chart of Accounts in QBO: http://royl.ws/QBOCOA

Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Credit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cards

Veronica’s class:

QBO Paid Diagnostic Review System: http://bit.ly/5mb_diagnostic

Playing Taps for Tags

Alicia Katz Pollock, MAT — Thu, 03 Apr 2025 08:00:00 -0700

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:49) - The End of QuickBooks Tags
(01:48) - Creative Uses of Tags
(04:32) - Migration Timelines and Steps
(08:05) - Changes to Custom Fields
(12:07) - Migration Process Explained
(21:38) - Understanding Tag Association with Customers and Vendors
(22:06) - Testing Tag Visibility in Transactions and Multiple Tags
(23:25) - Running Reports on Tags Before Migration
(25:02) - Limitations of Custom Fields in Profit and Loss Reports
(27:37) - Reports That Support Custom Fields
(30:55) - Custom Fields in API and Spreadsheet Sync
(34:17) - Future Enhancements and Roadmap for Custom Fields
(34:45) - Tags vs. Classes: A Detailed Comparison
(39:40) - Final Thoughts on Tags and Migration Support
(41:32) - Upcoming Classes and Contact Information

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

Intuit’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_US

Dan’s Links
QB Power Hour Webinar - https://www.qbpowerhour.com/

http://royl.ws/QB-Payments-Course

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

Alicia’s Links

“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907

“QuickBooks Payments” class: Live webinar April 22, recording available afterwards

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

March 2025 QuickBooks Online Updates

Alicia Katz Pollock, MAT — Thu, 27 Mar 2025 21:45:00 -0700

Alicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integrations with over a thousand apps.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:55) - Exciting Cleanup Job Success Story
(03:51) - ProAdvisor Training Opportunities
(06:42) - MailChimp Training and Integration
(15:39) - QuickBooks Payments Innovations
(21:23) - Third Party Integrations with QuickBooks Payments
(25:55) - ProConnect Tax Enhancements
(31:34) - QuickBooks Live Expert Assisted Service
(37:28) - Upcoming Events and Courses

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
In the Know hub: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/

In the Know’s March PPT: https://drive.google.com/file/d/1Lohc4hxizsyC6lzM12T7rTpEAwqlJRuG/view?usp=sharing

The QuickBooks Live Expert Assist Beta Test: https://www.firmofthefuture.com/product-update/test-quickbooks-live-expert-service-tiers/

Alicia’s “Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907

Live webinar April 1, recording available afterwards

Matthew’s QB Power Hour webinar: https://www.qbpowerhour.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Look What We Found: March 2025

Alicia Katz Pollock, MAT — Thu, 20 Mar 2025 07:00:00 -0700

Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories to new banking feed enhancements and reporting features, they highlight both permanent updates and experimental features that appeared briefly.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:32) - Intuit Enterprise Suite Referral

(05:40) - Fixed Asset Subcategories

(09:53) - Preventing Duplicate Revenue

(11:54) - New Reports Submenu

(13:39) - Enhanced Split Transactions Window

(16:34) - QuickBooks Payments and Fees

(18:21) - Payroll Changes and Expense Mapping

(21:04) - QB Bill Pay Enhancements

(25:03) - Disappearing Rule Column in Bank Transactions

(25:58) - Approval Status Column in Vendor Transactions

(27:54) - Exciting Features That Disappeared

(29:18) - Line of Credit in QuickBooks

(30:56) - Fixed Asset Manager Draft Feature

(31:32) - GoPayment Tap to Pay for iPhone

(35:50) - Changes to QuickBooks Checking Deposit Account

(41:28) - What's New With Margie and Alicia

(45:56) - Alicia Won Some Awards!

(47:41) - Conclusion and Sign Off

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

Links Discussed in Episode
GoPayment now has Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/

Alternative Payment options:

Anchor: https://join.sayanchor.com/iX6Hba

Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock

Alicia’s classes:

Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Credit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cards

Margie’s Classes:

Bookkeeping Accelerator: https://fastandeasyqbo.samcart.com/products/ba-launch

All About Certification: www.akadian.com/everything

All About Recertification: https://akadian.com/everything-you-ever-wanted-to-know-about-qbo-proadvisor-recertification/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Navigating Your Intuit Account: The Ultimate Guide

Alicia Katz Pollock, MAT — Thu, 13 Mar 2025 09:00:00 -0700

Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account management etiquette when transitioning between bookkeepers.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(02:26) - Managing Your Intuit Account: Getting Started

(06:25) - Sign-In and Security Features

(13:15) - Profile and Business Information

(15:28) - Data and Privacy Controls

(18:35) - Products, Billing, and Payment Methods

(22:08) - Document Management in QuickBooks

(24:52) - Navigating Intuit Accounts

(29:57) - QuickBooks Payments Portal Insights

(32:43) - Ensuring Access and Security in QuickBooks

(38:05) - Understanding the Role of Primary Admin

(46:08) - Wrap Up and What's Coming Up

(46:52) - Upcoming Classes and Final Thoughts

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Alicia’s Upcoming Classes:

QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
Reconciling in QBO on March 18: http://royl.ws/Reconciling-In-QBO

Dan’s Links:
Dan’s Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins

QB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Everything You Need to Know About Modern Invoices

Alicia Katz Pollock, MAT — Thu, 06 Mar 2025 08:00:00 -0800

Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, and expanded payment options such as Apple Pay, PayPal, and Venmo integration. This comprehensive tour reveals both obvious and hidden features, helping users adapt to and take advantage of the modernized invoice experience.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
TeamUp - https://uqb.promo/teamup

(00:00) - Introduction to the Podcast and Hosts

(01:42) - The Evolution of Modern Invoices

(03:56) - Exploring New Invoice Features

(06:23) - Navigating the Modern Invoice Layout

(06:55) - Intuit Assist and Autofill Capabilities

(13:15) - Customer Information and Sales Tax

(23:25) - Communication Boxes and Attachments

(27:06) - Subtotal, Sales Tax, and Shipping

(30:30) - Saving, Sending, and Receiving Payments

(33:06) - Managing and Customizing Invoices

(35:50) - Payment Options and Methods

(45:33) - Managing Tips and Discounts

(55:26) - Recurring Invoices and Payments

(01:01:09) - Invoice Status and Feedback

(01:03:56) - Wrapping Up and Upcoming Events

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

Links for this episode:

Intuit Support article: https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US

Alicia’s Upcoming Classes:

Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business
QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking

Dan’s Upcoming Events:

QB Power Hour - Bridging the Apps - Using Zapier to connect the missing links in integrated apps - 3/4/25 Noon EST
Workshop Wednesdays - 1PM EST - Check the website for weekly topics

Emergency for Shopify PayPal integrations!

Alicia Katz Pollock, MAT — Mon, 03 Mar 2025 15:00:00 -0800

Alicia reveals a critical issue affecting QuickBooks users who integrate Shopify and PayPal payments, which could result in significant duplicate revenue reporting. She provides step-by-step instructions to identify, fix, and prevent this problem by correctly configuring the Commerce Center settings. This quick technical update could save your clients from substantial tax overpayments and position you as their financial hero.

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

https://royalwise.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

February 2025 QuickBooks Updates

Alicia Katz Pollock, MAT — Thu, 27 Feb 2025 10:00:00 -0800

Alicia and Spot dive into the latest features announced in Intuit's latest In the Know webinar, including the new revenue share program for QuickBooks Payments that offers accountants 20% of net revenue for three years. They explore significant updates to QuickBooks Online Payroll, including direct deposit reversals and consolidated payroll reporting. The duo also breaks down the powerful dimension features in Intuit Enterprise Suite, explaining how these advanced classification tools allow for sophisticated multi-dimensional reporting and analysis.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(01:24) - QuickBooks Payments and Revenue Share Program

(09:44) - QuickBooks Live Expert Cleanup

(13:29) - Direct Deposit Reversals in Payroll

(21:25) - New Payroll Report Features

(22:06) - Consolidated Payroll Reports

(23:09) - QuickBooks Online Payroll Limitations

(25:49) - Understanding Dimensions in IES

(28:14) - Practical Applications of Dimensions

(30:50) - Future Developments for Dimensions

(34:52) - IES Reporting Enhancements

(36:40) - Closing Remarks and Upcoming Events

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

Links for this episode:

https://www.firmofthefuture.com/
QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive
QB PowerHour: https://www.qbpowerhour.com/
QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
QBO Payroll: http://royl.ws/QBO-Payroll
QuickBooks Time: http://royl.ws/qbtime
Payroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfection
https://youtube.com/parkwayinc

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Intuit’s Annual Investors Report

Alicia Katz Pollock, MAT — Thu, 20 Feb 2025 10:00:00 -0800

Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platform. Get an insider's perspective on Intuit's five strategic bets and how they're reshaping the landscape for accountants and small businesses alike.

Sponsors
Bluevine - https://uqb.promo/bluevine
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:40) - Intuit's Annual Stockholder Meeting Insights

(03:29) - Intuit's AI-Driven Strategy

(07:59) - QuickBooks Live and Expert Connections

(14:20) - Growth and Financial Metrics

(19:17) - QuickBooks Online Payroll and Ecosystem

(25:17) - Intuit's Cross-Platform Strategy

(27:58) - The Future of Mint and Data Acquisition

(35:17) - CEO Compensation and Company Growth

(39:05) - Upcoming Courses and Community Resources

(42:20) - Closing Remarks and Next Steps

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

Links for this episode:

Intuit Stockholder Presentation
Intuit Webcast Link
Parkway’s QuickBooks Online Payroll Tutorial: https://swiy.co/uqap227
QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive
QB PowerHour: https://www.qbpowerhour.com/
QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
QBO Payroll: http://royl.ws/QBO-Payroll
QuickBooks Time: http://royl.ws/qbtime
Payroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfection
https://youtube.com/parkwayinc

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)

Alicia Katz Pollock, MAT — Thu, 13 Feb 2025 10:00:00 -0800

The sudden shutdown of Bench Accounting in December 2024 left 11,000 business owners without access to their financial data, highlighting the risks of venture-backed automated bookkeeping services. Hosts Alicia Katz Pollock and Veronica Wasek discuss how this pivotal moment presents an opportunity for professional bookkeepers to showcase their value through personalized service, deep expertise, and genuine commitment to client success. They explore how independent bookkeepers can differentiate themselves from automated services while maintaining sustainable pricing models and building lasting client relationships.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

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

Links/Apps Mentioned in this episode:

Year-end Cleanup and Tax Prep: http://royl.ws/yearend
Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business
QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
https://5mbAcademy.com
https://5MinuteBookkeeping.com
https://5MBvideo.com
https://mavency.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Now You Know: Intuit and QuickBooks January 2025 Updates

Alicia Katz Pollock, MAT — Thu, 06 Feb 2025 10:00:00 -0800

Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.

Sponsors
Bluevine - https://uqb.promo/bluevine
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast

(00:39) - Congratulations to OnPay

(03:25) - Tags Discontinued

(05:00) - QuickBooks Solopreneur Updates

(08:45) - Migration from QuickBooks Desktop to Online

(12:16) - QuickBooks Live Expert Cleanup

(20:16) - QuickBooks Customer Hub Powered by Mailchimp

(22:34) - New Recurring Payments Feature

(28:41) - Outro and Upcoming Classes

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

Links Mentioned in this episode:

January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/
Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242

Alicia’s classes:

Year-end Cleanup and Tax Prep: http://royl.ws/yearend
Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Look What We Found: January 2025

Alicia Katz Pollock, MAT — Thu, 30 Jan 2025 10:00:00 -0800

Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as developments in e-commerce integrations and Credit Karma financing options.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(00:49) - Margie's Background and Journey

(05:19) - Biometric Logins and Modern Report View

(07:12) - Add a Note in Modern Report View

(09:59) - Payroll Updates and Enhancements

(18:03) - E-commerce and Inventory Integrations

(23:11) - PayPal Integration and App Transactions

(26:42) - Limitations of Current System

(27:44) - Exciting New Feature: Printing Bills

(28:14) - Expense Claims and Bill Pay Updates

(33:24) - QuickBooks Time Settings

(36:54) - Financing Options with Credit Karma

(47:14) - New Features and Updates Recap

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

Links/Apps Mentioned in this episode:

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Deep Dive: 1099 Wizard

Alicia Katz Pollock, MAT — Thu, 23 Jan 2025 12:00:00 -0800

Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:43) - Dan DeLong's Background and Experience

(03:12) - The Importance of 1099s

(04:58) - Complexities of 1099 Forms

(09:22) - Gathering Recipient Information

(11:36) - Using QuickBooks Online for 1099s

(30:43) - Contractor Center in QuickBooks Online

(35:57) - Introduction to 1099 Preparation

(36:19) - New 1099 Wizard Features for 2025

(37:43) - Manual vs Automated 1099 Preparation

(39:49) - Cost and Billing for 1099 Services

(46:02) - Step-by-Step 1099 Preparation Process

(58:59) - Final Tips and Best Practices

(01:02:04) - Upcoming Classes and Collaborations

(01:05:32) - Conclusion and Closing Remarks

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

Links/Apps Mentioned in this episode:

Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
Alicia's QB Desktop to QBO Class https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online
Dan's schoolofbookkeeping.com
Dan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1
https://www.qbpowerhour.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

New Year New Lineup

Alicia Katz Pollock, MAT — Wed, 22 Jan 2025 08:00:00 -0800

Alicia announces exciting changes to the podcast format, introducing four new regular co-hosts who will each lead specialized segments covering QuickBooks news, product deep dives, feature discoveries, and industry discussions. While beloved co-host Hector transitions to focus on his growing ventures with Reframe and RightTool, he'll continue to contribute quarterly updates on the Intuit Enterprise Suite. The new segmented format brings together industry veterans Matthew "Spot" Fulton, Dan DeLong, Margie Remmers-Davis, and Veronica Wasek, each bringing their unique expertise and perspectives to create more focused, in-depth content for listeners.

Connect with Matthew "Spot" Fulton
https://www.linkedin.com/in/parkwayinc
https://www.parkway.business

Connect with Margie Remmers-Davis
https://www.linkedin.com/in/margie-remmers
http://www.akadian.com/

Connect with Dan DeLong
https://www.linkedin.com/in/dan-delong-9010b417
https://www.schoolofbookkeeping.com/

Connect with Veronica Wasek
https://www.linkedin.com/in/veronicawasek
https://5minutebookkeeping.com/

Connect with Alicia Katz Pollock
https://www.linkedin.com/in/aliciakatzpollock
https://royalwise.com/training-for-quickbooks/

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

Intuit Enterprise Suite Updates

Alicia Katz Pollock, MAT — Thu, 16 Jan 2025 12:00:00 -0800

Hector and Alicia explore Intuit's strategic positioning of Enterprise Suite as a mid-market solution distinct from QuickBooks Online Advanced. They break down the key features released in December 2024, including enhanced multi-entity reporting, construction-focused tools, and dimensional reporting capabilities. They discuss pricing considerations, feature limitations, and share their insights on Intuit's development roadmap for this new platform aimed at bridging the gap between small business accounting and full ERP systems.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(00:26) - Introduction and New Developments in Intuit Enterprise Suite

(03:58) - Positioning and Market Strategy

(10:16) - Pricing and Multi-Entity Features

(14:33) - New Features and Updates

(20:23) - Construction-Focused Enhancements

(23:49) - AI and Workflow Innovations

(26:38) - User Permissions and Granular Controls

(30:00) - Future Predictions and Final Thoughts

(31:46) - Introduction to Multi-Entity Reporting

(33:14) - Manual Eliminations Explained

(37:07) - Challenges with Multi-Entity Management

(40:36) - API and Integration Concerns

(45:31) - Future Developments and Focus Areas

(48:30) - Challenges and Recommendations for IES

(56:18) - Conclusion and Upcoming Updates

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

Links/Apps Mentioned in this episode:

Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
Reframe 2025 Conference https://reframe2025.com/
Hector’s RightTool: http://righttool.app
In the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

December Updates: Bill Pay Discounts, AI Features, and QuickBooks Live Changes

Alicia Katz Pollock, MAT — Thu, 09 Jan 2025 12:00:00 -0800

Hector and Alicia dive into the latest QuickBooks updates from December 2024, including new ProAdvisor discounts for Bill Pay Manager and the rollout of Intuit Assist's AI-powered billing features. They explore the practical implications of these changes, with Hector raising important security considerations about the new email-to-bill functionality.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:33) - QuickBooks Online Bill Pay Manager Updates

(05:29) - ProConnect Tax Enhancements

(09:24) - Intuit Assist and AI Features

(23:23) - Future Developments and Features

(24:22) - Firm of the Future Highlights

(28:39) - Upcoming Events and Announcements

(36:24) - Hector's Farewell and Podcast Transition

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

Links/Apps Mentioned in this episode:

Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
Reframe 2025 Conference https://reframe2025.com/
Hector’s RightTool: http://righttool.app
In the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

RIP Tags

Alicia Katz Pollock, MAT — Thu, 02 Jan 2025 20:00:00 -0800

A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
TeamUp - https://uqb.promo/teamup

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(00:44) - Official Announcement: Tags Discontinued

(03:45) - History and Evolution of Tags

(05:03) - Benefits and Limitations of Tags

(08:29) - Potential Transition to Custom Fields

(14:12) - What Will Happen to Tag Users

(24:39) - Reporting and API Implications

(29:58) - Migration of Tag Data: Key Questions

(33:59) - Timing Concerns: Why During Tax Season?

(36:55) - Potential Issues with Custom Fields in Bank Feeds

(43:24) - Upcoming Events and Announcements

(48:57) - Farewell and Future Plans for the Podcast

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

Links/Apps Mentioned in this episode:

Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
Reframe 2025 Conference https://reframe2025.com/
Hector’s RightTool: http://righttool.app

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

AI & 2025 Predictions

Alicia Katz Pollock, MAT — Thu, 26 Dec 2024 07:00:00 -0800

Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
Redmond Academy - https://uqb.promo/redmond

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(01:25) - Retail AI: Chatbots and Accessibility

(02:03) - API-Based AI: Middleware and Integration

(04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights

(06:25) - AI in Software Development

(13:57) - AI Predictions for 2025

(23:49) - Always-On AI and AI Agents

(37:46) - Future of AI in Accounting Software

(43:26) - Conclusion and Future Plans

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

Links/Apps Mentioned in this episode:

Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

QBO Wishlist for 2025

Alicia Katz Pollock, MAT — Thu, 19 Dec 2024 07:00:00 -0800

Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along the way, they share insights about the evolving relationship between accountants and automation tools.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
MediaBooks - https://uqb.promo/mediabooks

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:53) - Rethinking Pop-Ups

(06:15) - QuickBooks Labs Revival

(09:04) - Public Roadmap and Feedback Transparency

(18:11) - Perfecting Autofill

(23:03) - Turning Off AI Features

(25:26) - Issues with Reporting Features

(28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials

(35:03) - Final Wishlist Item

(39:45) - What's New with Alicia and Hector

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

Links/Apps Mentioned in this episode:

Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Intuit Connect Floor Report

Alicia Katz Pollock, MAT — Thu, 12 Dec 2024 07:00:00 -0800

Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:52) - Exploring Intuit Connect
(02:20) - Innovations in Dashboards
(05:00) - Payroll Enhancements
(16:11) - Sales and Income Tax Updates
(26:18) - New Features in QuickBooks Online for Accountants
(29:17) - Bank Feeds and Transactions
(33:45) - MailChimp Integration
(37:31) - BillPay and AP Automation
(47:28) - Conclusion and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links/Apps Mentioned in this episode:

Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

December 2024 QuickBooks Updates: Training, Tax Forms, and Task Management

Alicia Katz Pollock, MAT — Thu, 05 Dec 2024 07:00:00 -0800

Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:35) - ProAdvisor Academy Overview
(06:08) - 1099 Enhancements in QuickBooks Online
(12:13) - New Work Center in QBOA
(17:42) - Conclusion and Upcoming Events

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

Links/Apps Mentioned in this episode:

Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Your Complete Guide to ProAdvisor Academy

Alicia Katz Pollock, MAT — Wed, 27 Nov 2024 11:30:00 -0800

Alicia explores the completely revamped ProAdvisor Academy, breaking down the new certification paths, training modules, and enhanced features available to QuickBooks ProAdvisors. She provides a detailed walkthrough of the six available certifications, including the new Intuit Bookkeeping certification, and explains how the point system ties into ProAdvisor benefits like premium support and third-party discounts. The episode offers valuable insights into test-taking strategies, certification requirements, and how to leverage the new Learn section to fill knowledge gaps without pursuing full certification.

Sponsors
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks
Redmond Academy - https://uqb.promo/redmond

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:01) - Accessing ProAdvisor Academy
(01:45) - ProAdvisor Academy Overview
(02:33) - Foundation Certifications
(03:41) - Intuit Bookkeeping Certification
(10:32) - Certification Levels 1 and 2
(20:17) - Desktop Certification
(22:06) - ProAdvisor Academy Learn Section
(22:53) - My History and Badges
(29:31) - Conclusion and Final Thoughts

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

Links/Apps Mentioned in this episode:

ProAdvisor Academy: https://www.firmofthefuture.com/quickbooks-proadvisor/exploring-the-new-quickbooks-proadvisor-academy/
Insightful Accountant deep dive article: https://insightfulaccountant.com/in-the-news/people-and-business/exploring-the-new-quickbooks-proadvisor-academy-certification-and-training-reinvented/
Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/
Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

QuickBooks Online Updates November 2024

Alicia Katz Pollock, MAT — Thu, 21 Nov 2024 07:00:00 -0800

Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.

Sponsors
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
MediaBooks - https://uqb.promo/mediabooks

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:49) - Intuit's Feature Rollout Strategy
(04:23) - ProAdvisor Academy Rebranding
(09:33) - QuickBooks Live Expert Assisted Service
(19:25) - Modern View Reports in QuickBooks
(24:43) - Inactive Pay Items in QBO Payroll
(32:32) - E-Signatures in QBO Payroll Elite
(33:21) - Exploring Workforce Management Solutions
(36:00) - Beneficial Ownership Information Reporting
(38:36) - Challenges and Industry Reactions
(40:04) - QuickBooks Live and BOI Services
(48:26) - What's Going On With Hector and Alicia
(54:37) - Final Thoughts and Reflections

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

Links/Apps Mentioned in this episode:

QuickBooks Online new features and updates—November 2024, https://www.firmofthefuture.com/product-update/november-2024-mpu/
Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907
Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/
Hector’s Reframe conference and Exactly What to Say resources and trainings: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Deconstructing Sasan Goodarzi's Opening Address at Intuit Connect

Alicia Katz Pollock, MAT — Thu, 14 Nov 2024 11:30:00 -0800

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond

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

Links/Apps Mentioned in this episode:

Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:08) - Keynote Speech Highlights
(03:27) - The Impact of AI and Technology
(05:03) - Intuit's Strategic Directions
(11:27) - Addressing the Elephant in the Room
(13:14) - Intuit and ProAdvisors Relationship
(15:58) - Innovations in QuickBooks Live
(28:35) - Future of Accounting and Technology
(34:27) - Upcoming Classes and Final Thoughts

Reflections on Intuit Connect 2024

Alicia Katz Pollock, MAT — Thu, 07 Nov 2024 12:30:00 -0800

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
Royalwise - http://royl.ws/uqapodcast

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

Links/Apps Mentioned in this episode:

Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Reframe 2025 Conference https://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:53) - Reflections on Intuit Connect
(01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi
(05:38) - The Future of Accounting: Embracing Change
(10:06) - Leadership Advice from Sasan
(16:23) - New Features Announced
(22:19) - AI Innovations and Enhancements
(31:40) - Reimagining QuickBooks Online for Accountants
(42:29) - Wrap Up and What's New with Hector and Alicia

October QBO Updates: Revenue Share, Cost Allocation & Recurring Payments

Alicia Katz Pollock, MAT — Thu, 31 Oct 2024 07:00:00 -0700

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the transition to Credly for certification badges.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:51) - QuickBooks Payments Revenue Share Program
(08:26) - Cost Allocation in Payroll
(12:50) - New Recurring Payments Feature
(15:40) - Setting Up Recurring Payments in QBO
(20:50) - Customer Payment Options
(24:04) - Benefits of PCI Compliance
(26:57) - New ProAdvisor Training and Certification
(30:57) - Upcoming Events and Courses

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

Links/Apps Mentioned in this episode:

https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6d
Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app

Modern Reports in QBO Advanced

Alicia Katz Pollock, MAT — Thu, 24 Oct 2024 07:00:00 -0700

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient

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

Links/Apps Mentioned in this episode:

Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia’s 1099 class: http://royl.ws/QBO1099
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Intuit Connect Conference www.quickbooksconnect.com
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

Sign up to Earmark to earn free CPE for listening to this podcast

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:19) - Exploring Custom Report Builder Templates
(05:22) - Visualizing Reports with Chart View
(10:22) - Advanced Filtering and Boolean Logic
(18:21) - Grouping and Subgrouping Data
(22:20) - Leveraging More Columns for Detailed Insights
(28:21) - Pivot Tables and Summary Reports
(30:01) - Benefits of Pivot Tables
(34:33) - General Options and Formatting
(41:37) - Exporting and Sharing Reports
(45:19) - Upcoming Classes and Events
(48:05) - Conclusion and Final Thoughts

QuickBooks Online October 2024 Updates

Alicia Katz Pollock, MAT — Thu, 17 Oct 2024 10:30:00 -0700

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex

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

Links/Apps Mentioned in this episode:

Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia’s 1099 class: http://royl.ws/QBO1099
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Intuit Connect Conference www.quickbooksconnect.com
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

Sign up to Earmark to earn free CPE for listening to this podcast

(00:00) - Introduction to QuickBooks Online October 2024 Updates
(01:50) - Intuit Enterprise Suite: Pricing and Features
(10:38) - W9 Management Module Enhancements
(22:15) - AI-Powered Payroll Anomaly Detection
(26:43) - HR Manager Role and Payroll Customizations
(31:22) - Payroll Updates: Direct Deposit Changes
(32:33) - Enhanced Payroll Cost Allocations
(40:43) - Advanced Search in QuickBooks Online
(48:03) - Recurring Payments and PCI Compliance
(54:42) - ProConnect Tax Adjustments
(57:29) - Upcoming Events and Conferences

A New Dawn

Alicia Katz Pollock, MAT — Thu, 10 Oct 2024 07:00:00 -0700

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maintaining a positive outlook amidst industry evolution, emphasizing the importance of community and expert feedback in shaping QuickBooks' future.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Mercury - https://uqb.promo/mercury
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.

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

Links/Apps Mentioned in this episode:

Hector’s Reframe Conference - https://www.reframe2024.com/
Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
Intuit Connect Conference www.quickbooksconnect.com
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

Sign up to Earmark to earn free CPE for listening to this podcast

(00:00) - Introduction and Overview
(02:44) - The Evolution of Intuit and QuickBooks
(04:37) - Transitioning from Desktop to Online
(07:42) - The Role of Technology in Accounting
(12:54) - Intuit's Community and Feedback
(17:38) - New Course Announcement

End of an Era

Alicia Katz Pollock, MAT — Thu, 03 Oct 2024 11:30:00 -0700

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact for long-time QuickBooks Desktop users and consultants. Hector offers a candid and in-depth look at this pivotal moment in accounting software history.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Ignition - https://uqb.promo/ignition
Mercury - https://uqb.promo/mercury
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.

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

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- 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

Sign up to Earmark to earn free CPE for listening to this podcast

(00:00) - Introduction: The End of an Era
(02:50) - Impact on Existing QuickBooks Desktop Users
(04:42) - The Decline of QuickBooks Desktop
(08:50) - Intuit Enterprise Suite: The Future of QuickBooks
(12:27) - New Features and Updates in QuickBooks Desktop
(26:18) - The Emotional Farewell to QuickBooks Desktop and Final Thoughts

Intuit Enterprise Suite - What We Know

Alicia Katz Pollock, MAT — Thu, 26 Sep 2024 07:00:00 -0700

Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also speculate on pricing, integration with third-party apps, and how this new offering might reshape Intuit's relationship with solution providers and ProAdvisors.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

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

Links/Apps Mentioned in this episode:

Firm of the Future Article - https://www.firmofthefuture.com/product-update/intuit-launches-new-solution-intuit-enterprise-suite/
IES Terms and Conditions- https://www.intuit.com/legal/terms/en-us/enterprise-suite/online/
In the Know Handouts - https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2FmqGQ9PvRSTuzxNO0gVbf_September%202024_InTheKnow_Handout.pdf
IES Accountant's Showcase & Training - https://www.intuit.com/enterprise/accountant/?CID=ITK__US_IES__acct_webinar_
Hector’s Reframe Conference - https://www.reframe2024.com/
Hector's App - RightTool www.righttool.app
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
Intuit Connect Conference www.quickbooksconnect.com
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

Sign up to Earmark to earn free CPE for listening to this podcast

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:27) - New Intuit Enterprise Suite
(01:25) - Initial Reactions and Key Features
(03:32) - Pricing Speculations and Customization
(09:21) - Multi-Company Management and User Permissions
(14:10) - Cross Entity Workflow Templates
(22:30) - Advanced Reporting and Project Management
(36:00) - AI and Integrations: Profitability Monitoring
(46:52) - AI Forecasting
(49:35) - Future Enhancements and Industry Customization
(52:33) - Upcoming Events and Training

Exactly What to Say to Accountants

Alicia Katz Pollock, MAT — Thu, 19 Sep 2024 07:00:00 -0700

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comWhere to buy
Exactly What to Say
https://amzn.to/47xZzob

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- 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

Sign up to Earmark to earn free CPE for listening to this podcast

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:48) - Exactly What to Say to Accountants
(02:04) - Alicia's Experience with the Book
(03:56) - Implementing the Book's Principles
(09:07) - Key Principles from the Book
(17:02) - Practical Applications and Examples
(24:15) - Alicia's Email Example
(31:16) - Wrapping Up and Final Thoughts

Misc. Musings on QuickBooks | Sept 2024

Alicia Katz Pollock, MAT — Thu, 12 Sep 2024 07:00:00 -0700

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect

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

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- 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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:29) - Unexpected Bank Fees
(06:04) - QuickBooks Payments and QSP Benefits
(16:46) - New QuickBooks Features: Intuit Documents
(23:24) - Google Drive and Dropbox Integration Plus Mobile Device Uploads
(30:41) - Understanding the QR Code Workflow
(36:25) - New QuickBooks Login Page and Speculations
(39:00) - Challenges with QuickBooks Modernization
(44:27) - Import Data Screen: Cosmetic Changes and Limitations
(51:42) - Upcoming Events and Conferences

Intuit Dome Is the Future

Alicia Katz Pollock, MAT — Thu, 05 Sep 2024 08:00:10 -0700

This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect

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

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- 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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:32) - Exploring the Intuit Dome
(02:17) - Intuit Dome's Cutting-Edge Technology
(03:33) - Steve Ballmer and the Clippers
(08:37) - Intuit's Branding and Future Vision
(10:40) - More About the Uniqueness of the Venue
(13:47) - Challenges and User Experiences
(20:45) - Financial Insights and Naming Rights
(28:33) - Final Intuit Dome Thoughts
(32:42) - Upcoming Classes and Conferences
(37:38) - Conclusion and Farewell

Intuit's FY 2024 Earnings

Alicia Katz Pollock, MAT — Thu, 29 Aug 2024 07:00:00 -0700

Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance tools and Intuit's renewed focus on international markets, offering valuable insights for QuickBooks users and accounting professionals alike.

Sponsors
MakersHub - https://uqb.promo/makershub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:27) - CEO's Statement and AI Strategy
(02:45) - Intuit's Five Big Bets
(05:28) - MailChimp's Growth and Strategy
(07:57) - Mid-Market Strategy and Challenges
(11:27) - Earnings Report Breakdown
(24:56) - Turbo Tax Growth
(32:31) - QuickBooks Online and Desktop Ecosystem
(40:20) - Investor Insights and Future Projections
(44:27) - Closing Remarks and Call to Action

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

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- 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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

QBO Payroll Updates August 2024

Alicia Katz Pollock, MAT — Thu, 22 Aug 2024 07:00:00 -0700

Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect conference, including changes to the registration process and potential shifts in attendee demographics.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:20) - QuickBooks Online Payroll Overview
(05:54) - Intuit's Mid-Market Strategy
(12:17) - Pros and Cons of Automated Payroll Taxes
(20:56) - Implementation Details and User Guidance
(32:30) - Accountant User Notifications
(33:05) - Payroll Flexibility Suggestions
(34:52) - Paychex vs. QuickBooks Payroll
(39:19) - Pros and Cons of QBO Payroll
(43:32) - Workforce App Features
(53:45) - Upcoming Classes and Events
(54:38) - Intuit Connect Conference

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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Artificial Intelligence Part 1

Alicia Katz Pollock, MAT — Thu, 15 Aug 2024 07:00:00 -0700

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles. The hosts examine Intuit's AI initiatives like Intuit Assist and test some of the new AI features in QuickBooks Online, sharing their thoughts on the current state and future potential of AI in accounting. They emphasize the importance of accountants embracing AI while maintaining their value as human advisors and interpreters of financial data.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:13) - The Rise of ChatGPT
(02:07) - AI Experiments in Accounting
(03:28) - Challenges and Limitations of AI
(07:00) - Training AI for Accounting
(10:28) - Future of AI in QuickBooks
(30:31) - Intuit Assist and AI Features
(39:11) - Real-World Testing of AI
(43:39) - Conclusion and Upcoming Events

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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

QuickBooks Karma? Financing Your Estimates

Alicia Katz Pollock, MAT — Thu, 08 Aug 2024 07:00:00 -0700

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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Outsourcing Overseas

Alicia Katz Pollock, MAT — Thu, 01 Aug 2024 14:42:44 -0700

Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to prepare future generations for financial literacy and accounting careers. The hosts conclude by emphasizing the importance of passing on financial knowledge to younger generations and promoting U.S.-based accounting talent, while also sharing updates about their own educational initiatives in the accounting field.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Introduction and Wheel of Rants
(02:05) - Outsourcing in the Accounting Industry
(03:33) - Nearshoring and Global Labor Markets
(07:41) - Economic Impact and Data Security
(14:56) - Transparency in Outsourcing
(18:53) - Trust, Responsibility, and Industry Changes
(22:12) - Education Systems and Workforce Skills
(29:56) - Financial Education Initiatives
(31:43) - Call to Action: Educating the Next Generation
(33:41) - Economic Implications and Future Challenges
(35:07) - Closing Thoughts and Personal Updates

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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

QBO New Features July 2024

Alicia Katz Pollock, MAT — Thu, 25 Jul 2024 07:00:00 -0700

In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing feature and share their thoughts on how these tools could be improved or consolidated. They wrap up by mentioning upcoming events and conferences they'll be attending or hosting in the accounting industry.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:41) - Discussing the New PayPal Connector
(04:05) - Challenges with PayPal Connector Iterations
(09:13) - New Inventory Tools Announcement
(10:31) - Understanding Inventory Variants
(22:56) - Real-Time Inventory Count Tool
(28:04) - Etsy Integration Launch
(30:36) - Organizational Charts in QBO Payroll
(33:23) - Small Business Payroll Systems
(34:40) - User Permissions in QuickBooks
(37:26) - Ship Engine Integration in QuickBooks
(48:06) - Subscription Invoices in QuickBooks
(55:05) - Upcoming Events and Conferences

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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Matching Bank Transactions

Alicia Katz Pollock, MAT — Thu, 18 Jul 2024 07:00:00 -0700

This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accurate records for auditing purposes. The episode also covers recent updates to the feature, including paired transfers, and touches on how third-party apps like RightTool can enhance QuickBooks functionality.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow

(00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
(02:37) - Understanding the Banking Feeds
(03:25) - The Love-Hate Relationship with Matching Bank Feeds
(04:18) - How the Match Tool Works
(05:39) - Advanced Matching Explained
(07:04) - Handling Deposits and Payments
(09:23) - Challenges with Matching and Reconciliation
(20:43) - Date Ranges and Matching
(27:13) - Resolve Differences Feature
(33:15) - Paired Transfers and Their Benefits
(41:10) - Final Thoughts and Upcoming Classes

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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

QuickBooks Price Increase

Alicia Katz Pollock, MAT — Thu, 11 Jul 2024 07:00:00 -0700

This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. They analyze the implications of these changes for accountants and small businesses, noting that the price hikes seem designed to push users towards QuickBooks Online. They also touch on how accountants can prepare for and communicate these changes to clients, while Alicia mentions her upcoming book on converting from QuickBooks Desktop to Online as a timely resource.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:49) - QuickBooks Online Price Changes Breakdown
(04:02) - New Pricing for QuickBooks Online Products
(12:40) - QuickBooks Online Payroll Price Updates
(14:25) - QuickBooks Desktop Price Increases
(17:06) - Impact on QuickBooks Desktop Users
(32:47) - ProAdvisor Bundle Benefits
(34:02) - Enterprise Bundle and Mac Version
(35:51) - QuickBooks Desktop Cleanup vs. Online
(38:48) - Resellers and Pricing Challenges
(41:23) - Desktop Payroll Price Increases
(43:10) - Enhanced Payroll for Accountants
(46:20) - ACH Payment Processing Fees
(58:26) - New Book on Converting to QuickBooks Online

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

Sign up to Earmark to earn free CPE for listening to this podcast

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

QuickBooks Classes vs. Locations vs. Tags

Alicia Katz Pollock, MAT — Thu, 04 Jul 2024 07:00:00 -0700

This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(05:12) - Understanding Tags in QuickBooks Online
(12:23) - Challenges with Tags for Accountants
(20:12) - Exploring Locations in QuickBooks Online
(27:49) - Using Classes for Detailed Reporting
(33:46) - Understanding Location Behavior in Invoices
(35:25) - Default Classes for Products and Services
(36:26) - Managing Customers and Projects
(46:58) - The Power of Custom Fields in QuickBooks
(51:19) - Advanced Custom Fields in QuickBooks Online
(53:49) - Upcoming Features 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

Sign up to Earmark to earn free CPE for listening to this podcast