Episodes

4d ago

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

Dec 11

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

Dec 4

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

Nov 27

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

Nov 20

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

Nov 13

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

Nov 6

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

Oct 30

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

Oct 23

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/ 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 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

Oct 21

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

Oct 16

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

Oct 9

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

Oct 1

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

Sep 25

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

Sep 18

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

Sep 11

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

Sep 4

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

Aug 28

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

Aug 21

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

Aug 15

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

Aug 7

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 https://www.firmofthefuture.com/product-update/july-2025-mpu/ 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 Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email: unofficialquickbookspodcast@gmail.com (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

Jul 31

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

Jul 24

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 Email: unofficialquickbookspodcast@gmail.com 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

Jul 17

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 Email: unofficialquickbookspodcast@gmail.com 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

Jul 10

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 Email: unofficialquickbookspodcast@gmail.com 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

Jul 3

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 Email: unofficialquickbookspodcast@gmail.com 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/ https://www.schoolofbookkeeping.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

Jun 26

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 Email: unofficialquickbookspodcast@gmail.com 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: https://www.firmofthefuture.com/partner-council/partner-council-applications-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: https://facebook.com/spotycus https://youtube.com/parkwayinc https://instagram.com/spotycus https://twitter.com/spotycus https://www.linkedin.com/in/parkwayinc/ Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Jun 19

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 Email: unofficialquickbookspodcast@gmail.com 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

Jun 12

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

Jun 5

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 Email: unofficialquickbookspodcast@gmail.com 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/ https://www.schoolofbookkeeping.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

May 29

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 Email: unofficialquickbookspodcast@gmail.com 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 22

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 Email: unofficialquickbookspodcast@gmail.com 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

May 15

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 Email: unofficialquickbookspodcast@gmail.com 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

May 8

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 Email: unofficialquickbookspodcast@gmail.com 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

May 8

Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84

May 1

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 Email: unofficialquickbookspodcast@gmail.com 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

Apr 24

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

Apr 17

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

Apr 10

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

Apr 3

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/ https://www.schoolofbookkeeping.com/ 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 http://royl.ws/QB-Payments-Course Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Mar 28

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

Mar 20

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

Mar 13

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 https://www.schoolofbookkeeping.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

Mar 6

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

Mar 3

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

Feb 27

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

Feb 20

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

Feb 13

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

Feb 6

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

Jan 30

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: http://royl.ws/yearend http://royl.ws/QBO1099 https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online https://royalwise.com/ https://akadian.com/ Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Jan 23

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

Jan 22

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

Jan 16

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

Jan 9

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

Jan 3

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

Dec 26, 2024

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

Dec 19, 2024

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

Dec 12, 2024

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

Dec 5, 2024

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

Nov 27, 2024

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

Nov 21, 2024

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

Nov 14, 2024

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

Nov 7, 2024

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

Oct 31, 2024

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

Oct 24, 2024

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 https://www.earmark.app/onboarding (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

Oct 17, 2024

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 https://www.earmark.app/onboarding (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

Oct 10, 2024

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 https://www.earmark.app/onboarding (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

Oct 3, 2024

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: L inks/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 https://www.earmark.app/onboarding (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

Sep 26, 2024

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 L inks/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 https://www.earmark.app/onboarding (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

Sep 19, 2024

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.com Where to buy Exactly What to Say https://amzn.to/47xZzob Links/Apps Mentioned in this episode: L inks/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 https://www.earmark.app/onboarding (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

Sep 12, 2024

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: L inks/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 https://www.earmark.app/onboarding 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

Sep 5, 2024

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: L inks/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 https://www.earmark.app/onboarding 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

Aug 29, 2024

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: L inks/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 https://www.earmark.app/onboarding 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

Aug 22, 2024

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 https://www.earmark.app/onboarding 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

Aug 15, 2024

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 https://www.earmark.app/onboarding 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

Aug 8, 2024

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 https://www.earmark.app/onboarding 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

Aug 1, 2024

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 https://www.earmark.app/onboarding 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

Jul 25, 2024

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 https://www.earmark.app/onboarding 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

Jul 18, 2024

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 https://www.earmark.app/onboarding 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

Jul 11, 2024

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 https://www.earmark.app/onboarding 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

Jul 4, 2024

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 https://www.earmark.app/onboarding 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

Jun 27, 2024

In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences and tease upcoming episodes on QuickBooks price changes and desktop updates. Additionally, Alicia reveals she's writing a new book on converting from QuickBooks Desktop to Online. Sponsors Client Hub- https://uqb.promo/clienthub RightRev- https://uqb.promo/rightrev Makers Hub - https://uqb.promo/makershub (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:58) - Recap of Scaling New Heights Conference (03:04) - The Importance of Community in Conferences (04:22) - Comparing Different Conferences (08:00) - QuickBooks Online Desktop App Updates (09:59) - Backdating Paychecks in QuickBooks Online Payroll (15:56) - Introducing Split Billing in QuickBooks (28:03) - I-9 Employment Verification via Workforce Portal (30:07) - QuickBooks BillPay Elite for Accountants (34:25) - Upcoming QuickBooks Updates and Price Changes (35:46) - Final Thoughts 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 Sign up to Earmark to earn free CPE for listening to this podcast https://earmarkcpe.com 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

Jun 20, 2024

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare the app to using QuickBooks Online in a browser, noting the trade-offs in performance and functionality. Finally, they touch on the potential for an offline mode and the limitations of not being able to use browser extensions within the app. Sponsors Client Hub- https://uqb.promo/clienthub G-Accon - https://uqb.promo/gaccon Makers Hub - https://uqb.promo/makershub (00:00) - Unofficial QuickBooks Accountants Podcast Episode 43 (03:47) - Hector Role-Plays as Intuit Product Manager (04:47) - Exploring the Desktop View Feature (06:48) - Customizing the Navigation Experience (17:51) - Tabs and Multi-Window Functionality (23:52) - Keyboard Shortcuts and Menu Navigation (29:54) - Exploring the Navigation Bar (31:23) - Zooming Features and Their Benefits (33:54) - Multi-Instance and Split Screen Capabilities (41:18) - Addressing Speed and Offline Mode Concerns (46:39) - Browser Extensions and Their Limitations (49:15) - Upcoming Courses and Conferences (52:06) - 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

Jun 13, 2024

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on wellness alongside technical topics. The hosts also discuss the evolution of QuickBooks Connect into Intuit Connect and what that might signal about Intuit's ecosystem strategy going forward. Throughout the conversation, Hector and Alicia emphasize the value of these events for learning, networking, and gaining new perspectives to enhance one's accounting career. Sponsors Client Hub- https://uqb.promo/clienthub RightRev- https://uqb.promo/rightrev Bean - https://uqb.promo/bean (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - Upcoming Accounting Conferences Overview (06:18) - Alicia's Conference Experiences (15:19) - The Cost of Attending Conferences (17:31) - Scaling New Heights Conference (27:00) - Bridging the Gap Conference (34:10) - Shoutout to Vanessa Vasquez and Conferencia Fit (35:16) - Meta Consulting Academy Workshop (36:39) - USA Tax Convention (38:03) - AppyCamp: A Unique Conference for Educators (43:51) - ReFrame Conference Overview (48:00) - Intuit Connect (01:00:23) - The Future of QuickBooks and Intuit Ecosystem (01:04:10) - Digital CPA Conference 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

Jun 6, 2024

In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from. They also emphasize the importance of user feedback and suggest ways for Intuit to better engage with and compensate beta testers. Finally, they share their upcoming plans to attend and present at various accounting conferences and events. Sponsors Client Hub- https://uqb.promo/clienthub G-Accon - https://uqb.promo/gaccon Bean - https://uqb.promo/bean (00:00) - Introduction to the Wheel of Rants (02:21) - QuickBooks Online Version Control Issues (06:43) - Intuit's Lean Startup Approach (17:23) - Impact on QuickBooks Users (26:06) - Developer Challenges with QuickBooks (31:21) - Reviving QuickBooks Labs (33:10) - Proposed Solutions for QuickBooks (34:35) - The Importance of User Feedback (40:42) - Paid Beta Testers and User Compensation (46:27) - Upcoming Conferences and Events (50:04) - Wrap Up and Future Plans 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

May 30, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with inventory and agriculture software, using items in bank feed transactions, and bulk editing of categorized transactions. Hector and Alicia also talk about Intuit's new weekly "In the Know" content hub and additional updates like customer invoice reminders, invoicing via text, and journal entry batch imports. Sponsors Client Hub- https://uqb.promo/clienthub Blue Onion - https://uqb.promo/blueonion (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:37) - QuickBooks Desktop Payroll Phase-Out Details (07:49) - New Integrations and Partnerships (11:31) - Recertification Season for ProAdvisors (13:56) - QuickBooks Live Strategy and Expert Assist (17:05) - QuickBooks Bill Pay (25:24) - Granular Permissions for QuickBooks Online Accountants (28:50) - Introduction to Intuit's Acronyms (29:04) - New Features in QuickBooks Bank Feeds (30:26) - Splitting Transactions and Sales Receipts (33:29) - Bulk Reclassification and Categorization (36:17) - In The Know Hub and QuickBooks Updates (39:03) - Customer Reminders and Text Message Invoicing (40:55) - Controversial QuickBooks Checking Fees (44:11) - Upcoming Time Tracking Features (44:42) - What's New With Hector and Alicia and Thanks for Listening 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

May 23, 2024

In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its streamlined interface. Additionally, Hector shares insights from his recent videos focused on QuickBooks Online for construction and project-based accounting needs. Sponsors Client Hub- https://uqb.promo/clienthub Relay - https://uqb.promo/relay Blue Onion - https://uqb.promo/blueonion (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - Recent Bug Fixes in Reports (04:51) - Enhancements in Modern Reports (07:52) - Custom Fields and Their Limitations (13:21) - Navigating Price Rules and Invoice Updates (17:32) - New Invoice Layout (18:51) - Unveiling New Features and User Interface Changes (30:36) - What Hector and Alicia Have Coming Up (31:52) - Thanks to All of Our Listeners 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

May 16, 2024

On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potential solutions such as client handling of time-sensitive filings, promoting extensions, deadline-based pricing, while also highlighting some benefits of annual deadlines. They conclude by promoting Alicia's upcoming QBO class and Hector's accounting conference. Sponsors Client Hub- https://uqb.promo/clienthub Relay - https://uqb.promo/relay Melio - https://uqb.promo/melio (00:00) - Introduction to the QuickBooks Accountants Podcast Rant Wheel (08:25) - Exploring Solutions to Tax Season Burnout (12:59) - The Benefits of Filing Extensions & Proactive Planning (25:22) - Closing Thoughts 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

May 9, 2024

Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The hosts emphasize Intuit's engagement with user feedback, third-party app ecosystem, and efforts to foster community through events like QuickBooks Connect. Despite criticisms, they argue Intuit exhibits financial responsibility that will ensure QuickBooks' longevity, benefiting accountants who embrace change. Sponsors Client Hub- https://uqb.promo/clienthub Relay - https://uqb.promo/relay Harbor Compliance - https://uqb.promo/harbor (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:29) - The Positive Impact of Intuit's People and Culture (05:43) - Reflecting on Intuit's Training and ProAdvisor Program (10:04) - The Power of Feedback and Community Engagement at Intuit (24:53) - A Closer Look at Intuit's Handling of Mailchimp and TSheets (28:42) - Exploring QuickBooks Time and Its Integration Challenges (29:31) - The Power of QuickBooks Time and Its Slow Rollout (34:28) - Accountant-Approved Apps and the Need for Verification (43:22) - QuickBooks Online: A User-Friendly Platform for Small Businesses (49:16) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions (54:16) - Embracing Change 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

May 2, 2024

In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting community, offering insights into how professionals can adapt and thrive in this changing landscape. Sponsors Relay - https://uqb.promo/relay LiveFlow - https://uqb.promo/liveflow Settle - https://uqb.promo/settle (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:04) - Exploring the New Service and Community Reactions (04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact (11:59) - Dissecting the Technicalities and Future Implications (16:01) - The ProAdvisor Community and Intuit's Evolving Strategy (23:23) - Exploring Paid Support Options and ProAdvisor Involvement (25:22) - Analyzing the Financial Viability of QuickBooks Support Services (27:33) - Opportunities and Challenges in Training and Staffing (31:54) - The Impact of Intuit's Strategies on the Accounting Community (36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions (39:00) - The Future of Accounting Software and Professional Relationships (46:55) - Upcoming Events and Conferences for Accounting Professionals 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

Apr 25, 2024

In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and utilizing features like the reclassify transactions tool. The episode showcases the new journal entry import tool, explaining how to set up CSV files, map accounts, and overcome limitations, along with innovative uses like memo notes via zero-value entries. Whether you're an accountant, bookkeeper, or QuickBooks enthusiast, this episode enhances your understanding of journal entries and enhances efficiency in QuickBooks Online. Sponsors Client Hub- https://uqb.promo/clienthub LiveFlow - https://uqb.promo/liveflow Settle - https://uqb.promo/settle (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:53) - Introduction to Journal Entries in QuickBooks Online (09:33) - The Complexities of Adjusting AR and AP in QuickBooks (20:13) - Advanced Journal Entry Techniques for Job Costing and Class Allocation (28:49) - When to Avoid Using Journal Entries (29:33) - QuickBooks Online: Reclassify Transactions Feature (30:34) - The Power and Limitations of QuickBooks Online Accountant (35:36) - Navigating QuickBooks Online: Importing Journal Entries (45:04) - Advanced QuickBooks Online Features: Adjusting Journal Entries (49:35) - Upcoming Courses and Personal Updates (51:45) - Reflections and Closing Thoughts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Apr 18, 2024

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing, and more. The discussion also touches on the transition from QuickBooks Desktop to the online advanced version, providing insights for accountants and small business owners considering the move. Sponsors Client Hub- https://uqb.promo/clienthub LiveFlow - https://uqb.promo/liveflow Harbor Compliance - https://uqb.promo/harbor (00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast (03:35) - Price Comparison: QuickBooks Online Advanced vs. Plus (05:50) - User Capacity: A Major Selling Point (07:17) - Forecasting: Advanced Budgeting Features (08:57) - Spreadsheet Sync: A Game-Changer for Budgeting (20:28) - Alicia's Correction About this Feature (22:49) - Batch Create Transactions (26:33) - Custom User Permissions: A Work in Progress (29:17) - Diving Into Report Customization and Limitations (31:11) - Workflow Automation and Task Notifications: A Closer Look (44:53) - QuickBooks Online Advanced Tech Support (46:39) - A Few Additional Features Not Listed on QuickBooks.com Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Apr 11, 2024

Hector and Alicia dive into the latest interface tweaks and small but impactful changes made to QuickBooks Online in the first quarter of 2024. From modernized reports with keyboard shortcuts and data source labeling to new refresh buttons and consistent font styles, they explore how these updates are enhancing the user experience for accounting professionals. They also discuss the future roadmap for QuickBooks Online's interface, including the potential for customizable settings and global preferences for accountants across client files. Sponsors Client Hub- https://uqb.promo/clienthub (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:12) - Diving Into QuickBooks Online's Latest Interface Tweaks (02:28) - Exploring Modernized Reports in QuickBooks Online (14:50) - The Evolution of QuickBooks Online's Bank Feeds (19:35) - Enhancements in QuickBooks Online's Customer Detail Screen (25:28) - New Features in QuickBooks Online's Expenses Tab and More (32:53) - Final Thoughts and Future Hopes for QuickBooks Online (34:45) - Wrapping Up with Personal Updates and Community Shoutouts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Apr 4, 2024

Hector and Alicia break down the latest Firm of the Future article, covering upcoming innovations and new features Intuit has planned for QuickBooks Online in 2024. From enhanced user permissions to improved payroll processing, they analyze and provide their insights on these anticipated changes that could significantly impact accountants and businesses. Sponsors Client Hub - https://uqb.promo/clienthub (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:22) - Hector Found Some New QuickBooks Invoice Features (07:02) - Exploring the Latest in Bank Feeds and Third-Party App Integrations (08:59) - Intuit's Strategic Acquisition: What Does It Mean for QuickBooks? (12:59) - Unpacking the Upcoming QuickBooks Innovations for 2024 (15:11) - Enhancements for Accountants: Role-Based Access and More (23:09) - QuickBooks Online Advanced: New Features on the Horizon (30:20) - Revolutionizing QuickBooks Online Payroll (37:33) - Closing Thoughts and Remember to Subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Mar 28, 2024

Join Hector and Alicia as they explore QuickBooks Online's latest round of productivity enhancements for March 2024. Learn about the new 1099 correction functionality, batch payroll editing across employees, smarter bank feed transaction matching for payroll, and additional dashboard customization options. They also share insights on upcoming e-commerce integration improvements and the rollout of sequential approval workflows. Sponsors Client Hub- https://uqb.promo/clienthub (00:00) - Unofficial QuickBooks Accountants Podcast (03:19) - Welcome to the Show and a Listener Review! (03:51) - Deep Dive into QuickBooks Online's New Features: 1099 Corrections and Payroll Enhancements (07:25) - Exploring QuickBooks Online's Automatic Payroll Check Matching with Bank Feeds (09:41) - Batch Editing Payroll Items: A Game-Changer for QuickBooks Users (12:44) - Revolutionizing E-Commerce with QuickBooks Online (18:13) - Sequential Approvals and Workflow Enhancements in QuickBooks Online Advanced (23:31) - New Control for Accountants and KPI Insights in QuickBooks Online (28:28) - Exploring New Health Insurance Options through QuickBooks Online Payroll (31:28) - Alicia's and Hector's Updates and Thanks for Listening Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Mar 21, 2024

In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the transformation of "Get Paid Upfront" into a line of credit offering, significant productivity enhancements to invoicing and navigation, and new integration partnerships with companies like Figured for agriculture. Additionally, they provide insights into the fine print and potential implications of these changes for QuickBooks users. Sponsors Client Hub- https://uqb.promo/clienthub Relay - https://uqb.promo/relay (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:53) - What We'll Cover Today (05:43) - Exploring the Fine Print of QuickBooks' New Line of Credit (12:11) - Navigating Between Invoices and Estimates (21:17) - New Updates To Invoices (24:21) - Adding Customer Reports to Invoices (26:55) - Looking Ahead: New Features and Listener Reviews Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Mar 14, 2024

In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aims to help accountants and business owners optimize their QuickBooks Online experience by streamlining and customizing these crucial lists. Sponsors Client Hub- https://uqb.promo/clienthub Relay - https://uqb.promo/relay Webgility- https://uqb.promo/webgility (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast! (04:19) - Celebrating Six Months of Success and Growth (07:41) - Diving Into QuickBooks Online: Fresh Start Cleanup Opportunities (09:38) - Navigating the Chart of Accounts in QuickBooks Online (23:55) - Understanding and Managing Recurring Transactions (26:04) - Optimizing Products and Services for QuickBooks Online (30:01) - Exploring the Nuances of Locations in QuickBooks Online (34:43) - Maximizing the Use of Custom Form Styles (43:36) - Setting Up Terms to Streamline Payments (45:04) - Cleaning Up Classes and Locations for Better Organization (48:16) - Leveraging Attachments for Better Record Keeping (51:06) - Concluding Thoughts on QuickBooks Online List Management Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Mar 7, 2024

In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing training and guidance tailored to the client's needs. The discussion highlights the value-added services advisors can offer beyond just migrating data to truly set clients up for success on the new platform. Sponsors Relay - https://uqb.promo/relay ClientHub- https://uqb.promo/clienthub (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:41) - Introduction to Concierge Setup (02:25) - The Importance of Desktop Migration (04:18) - Understanding the Limitations of QuickBooks Online (05:59) - Setting Up Bank Feeds (12:21) - The Power of QuickBooks Online's Multi-Dimensional Features (20:57) - Leveraging Receipt Management and Capture (24:20) - Setting Up Report Defaults (27:59) - Check Printing and Online Bill Pay (29:20) - Custom Fields in QuickBooks Desktop and Online (31:28) - Advantages of QuickBooks Online Advanced (35:55) - Recreating Custom Reports in QuickBooks Online (39:25) - Customizing the QuickBooks Online Interface (43:13) - Using Delayed Charges and Credits in QuickBooks Online (44:35) - Setting Up Budgets in QuickBooks Online (46:49) - Different Approaches to QuickBooks Online Implementation (50:34) - Post-Conversion Cleanup in QuickBooks Online (52:33) - Wrap up and Remember to Subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Mar 1, 2024

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules. Sponsors Client Hub- https://uqb.promo/clienthub Webgility - https://uqb.promo/webgility (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (02:57) - 2024 Bank Feeds (04:15) - Improvements in CSV File Import (07:08) - Fixing Automatic Transfer Suggestions (07:49) - The Problem with Uncategorized Assets and Impact of Transfer (10:26) - The Demise of Uncategorized Assets (12:39) - The Role of Uncategorized Expenses (21:19) - The Need for Better Reclassification Tools (26:09) - Should QuickBooks Online Accountant Be a Paid Service? (37:14) - Wishlist for Future Bank Feed Features (46:46) - Wrap up and Thanks for Listening Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Feb 22, 2024

Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return importing, and more. They also talk about upcoming changes to HR services and share what they are working on in their own businesses. Sponsors Client Hub- https://uqb.promo/clienthub (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (01:54) - New QuickBooks Online Features February 2024 (02:18) - Deep Dive into QuickBooks Online Payroll and QuickBooks Time (08:40) - Share Documents in QuickBooks Online Payroll (09:33) - Discussion on Intuit's HR Partners (15:34) - Assinging Tasks with Custom Roles (17:35) - We Finally Got Chase Bank Statements but We Lost Cashflow Projections (22:43) - Updates on QuickBooks Online Bank Feeds (28:40) - Small Update in ProConnect Tax (30:32) - Thanks for Listening and What's Next For Hector and Alicia Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference www.quickbooksconnect.com Firm of the Future www.firmofthefuture.com

Feb 15, 2024

In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over jobs and sub-customers to projects and re-setting user permissions in QuickBooks Online. Sponsors Client Hub- https://uqb.promo/clienthub (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:41) - Understanding Connected Services in QuickBooks (05:53) - Handling Reconciliations Post Conversion (14:25) - Setting Up New Users in QuickBooks Online (27:42) - Managing Multiple AR and AP Accounts After Conversion (30:11) - Understanding Unbilled Expenses (38:13) - Sales Tax Conversion Challenges (46:18) - Managing Projects and Subcustomers (56:37) - Wrap Up and Remember to Subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Feb 8, 2024

Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts. Sponsors Client Hub - https://uqb.promo/clienthub Relay - https://uqb.promo/relay (00:00) - Unofficial QuickBooks Accountants Podcast Episode 24 (02:58) - Introduction to QuickBooks Desktop to Online Conversion (03:33) - Understanding the Conversion Process (04:27) - Challenges in Conversion: Audit Trail and File Size (05:22) - Preparation for Conversion: File Size and Targets (07:22) - Dealing with Large File Sizes: The Condense Utility (13:14) - Pre-Conversion Checks: Running Comparison Reports (19:20) - The Conversion Process: From QuickBooks Desktop to Online (33:46) - Post-Conversion: Comparing Reports and Adjustments (50:18) - Closing Remarks and Future Plans Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Feb 1, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss what does and doesn't convert when migrating from QuickBooks Desktop to QuickBooks Online, covering topics like attachments, budgets, inventory, payroll, price levels, progress invoicing, purchase orders, and assemblies. They explain the challenges involved in conversions, with costs ranging widely based on the complexity of the client's needs. Sponsors Client Hub - https://uqb.promo/clienthub Relay - https://uqb.promo/relay (00:00) - Welcome to the show (04:13) - The Cost of Conversion: Real-life Examples (05:23) - The Spectrum of Conversion Scenarios (20:56) - The Complexities of Inventory Conversion (27:19) - The Challenges of Multi-currency Conversion (28:14) - Understanding the Conversion Process (28:21) - The Challenges of Payroll Conversion (30:14) - The Intricacies of Payroll Conversion (38:01) - The Effect of Conversion on Customer and Vendor Details (40:30) - The Complexities of Progress Invoicing (47:02) - The Limitations of Assemblies in Conversion (49:14) - Wrap up and stayed tuned for new episodes Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Jan 25, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful. Sponsors Client Hub - https://uqb.promo/clienthub Relay - https://uqb.promo/relay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast Episode 22 (02:41) - Overview of new QuickBooks Online Advanced forecasting feature (05:23) - Details on how forecasts work compared to budgets in QuickBooks (09:39) - Discussion on choosing timeframes to base forecasts on (13:05) - Explanation of workflow to create a forecast (18:54) - Lack of reporting and issues with forecast feature (21:32) - Rating usefulness of forecasting without reporting (26:27) - Suggestions for improving multi-year forecast reporting (28:53) - Additional desired features and wrap-up Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Jan 19, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss new QuickBooks Online features released in January 2024, including updates to revenue recognition, a new QuickBooks Solopreneur product, and the upcoming QuickBooks Advanced Forecasting tool. They also speculate on how QuickBooks' new Live Tax offering may impact accountants and small business owners. Sponsors Relay - https://uqb.promo/relay ClientHub- https://uqb.promo/clienthub (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (01:41) - Introduction and Personal Updates (02:49) - Overview of New QuickBooks Online Features (03:25) - Deep Dive into Revenue Recognition Updates (05:59) - Revenue Recognition Flexibility and Functionality (15:54) - Speculation on Upcoming QuickBooks Solopreneur (24:21) - Debate on QuickBooks Live Tax and its Impact on Accountants (30:42) - Thanks For Listening and Remember to Subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Jan 12, 2024

Is Intuit really listening? In this episode, Hector and Alicia pull back the curtain on how QuickBooks handles user feedback. Learn how to make your voice heard above the noise through targeted, helpful critiques. They'll also examine common feedback pitfalls to avoid, so your suggestions make it to the top of Intuit's priority list. Sponsors Findaily - https://uqb.promo/findaily (00:00) - Giving QuickBooks Feedback (02:49) - Ways to give feedback to QuickBooks (07:01) - Feedback during beta testing (09:05) - What happens after feedback is given (13:45) - Prioritizing feedback (19:17) - Challenges with scattered feedback (22:23) - Lack of a feedback system from Intuit (25:09) - Remembering implemented feedback suggestions (30:03) - Multiple versions of QuickBooks Online (33:17) - Avoiding user error feedback (34:57) - Wrap up and remember to subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Jan 5, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss preparing 1099s in QuickBooks Online for the 2024 tax season. They cover the new 1099 platform, pricing, filing deadlines, tips for ensuring 1099s go smoothly, and some of the common pain points around collecting information and filing accurate 1099 amounts. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (03:18) - What This Episode Will Cover (03:59) - 1099 Filing Requirements (05:38) - 1099 Pricing & Payroll Discounts (12:22) - Interface Improvements (24:06) - Reporting Capabilities (30:51) - State Filing Limitations (36:23) - Best Practices for Smooth 1099 Filing (44:15) - Thanks for listening and remember to subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Dec 28, 2023

Hector and Alicia highlight new features and updates in QuickBooks Online that they discovered in December 2023, such as enhancements to construction reporting, interface changes, and behaviors with QuickBooks Checking envelopes. They offer tips and feedback for accountants and bookkeepers using QBO based on these recent discoveries. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accounting Podcast (02:30) - Alicia's first finding - AI warning for unusual amounts (04:49) - Hector finds new construction reports (13:32) - Discussion of construction reporting improvements (16:46) - Alicia on interface changes (23:58) - More on search function and banking alerts (28:33) - Alicia's experience with QuickBooks Checking (33:26) - Wrap up and remember to subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Dec 21, 2023

In this episode, Hector and Alicia discuss the upcoming changes to QuickBooks Online reports, including Intuit's plans to phase out the classic reports and transition everyone to the new modernized reports by mid-2024. They highlight some of the key problems and missing features with the new reports while also praising some of the new capabilities, and emphasize the importance of providing constructive feedback to Intuit to help improve the new system. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - What is going on with QuickBooks Reports? (03:44) - Background on why Intuit is changing the reporting (05:31) - What's not working well with the new reports (14:19) - Importance of user feedback (20:58) - Other problems with new reports (26:32) - Complaints about font differences (34:19) - Suggestion for opt-in beta testing (36:22) - Need for education new reports (37:14) - Final thoughts and remember to subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Dec 14, 2023

Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also cover some newly added features in Hector's RightTool app. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Unoffical QuickBooks Accounting Podcast (04:56) - Introduction (05:15) - The "little things" new (05:56) - Improved manual CSV file uploads in bank feeds (07:20) - Advanced search updates (08:49) - Update on removing some classic reports (10:04) - Bank feed uploads recognizing negatives and check numbers (12:48) - New transaction number support for manual CSV uploads (16:31) - Enhanced reports feedback and changes (23:55) - Customer credit card CVV code issues (33:25) - RightTool app updates (39:34) - Outro and wrap-up Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Dec 7, 2023

Hector and Alicia recap top announcements from Intuit's QuickBooks Connect Conference, including a redesigned ProAdvisor program, true payroll job costing, custom KPI reporting, and a partnership with Allstate for business insurance. They discuss how these new capabilities and Intuit's messaging show a commitment to strengthening their partnership with accountants. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - The Unofficial QuickBooks Accountants Podcast Episode 15 (03:24) - Introduction (07:25) - Reimagined ProAdvisor program overview (11:24) - QuickBooks Ledger conversion tool (17:55) - Firm member permissions in Accountant Edition (21:10) - True payroll job costing coming to QBO (24:18) - Project tracking issues with Payroll tiers (27:13) - Balance sheet budgets update (31:21) - Exciting potential for custom KPI dashboards (33:39) - Upcoming commerce features and inventory (38:16) - Accountant approved app bundles (40:08) - New Allstate partnership for insurance (46:19) - Wrap up and final thoughts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Dec 4, 2023

Hector and Alicia react to Intuit's bombshell announcement that QuickBooks will end new subscriptions for QuickBooks Desktop Pro, Premier, and Mac after July 31, 2024 - marking the beginning of the end for the desktop software. They discuss implications for accountants and small businesses, Intuit's motivations to move users to QuickBooks Online, the pros and cons of the online platform, and hopes that resources dedicated to Desktop can now improve QuickBooks Online. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (01:52) - Is Intuit Killing QuickBooks Desktop In 2024? (02:37) - Details and Impacts of Announcement (10:24) - Why Intuit is Sunsetting Desktop (18:12) - Perspectives on Desktop and Online (27:07) - Other Factors Influencing Transition (32:23) - Changes to Desktop Payroll Pricing (47:50) - Wrap Up and Conclusions Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Nov 30, 2023

Hector and Alicia unpack Intuit's overhaul of their ProAdvisor program, including an updated point system, new status tiers and benefits, and how the changes intend to add more rigor and meaning to becoming a certified ProAdvisor. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:24) - Introduction (05:50) - History and core components of the ProAdvisor program (15:21) - Paid versions for Desktop software (21:59) - Expanded premium support access (29:08) - Points for clients using products, not sales (32:38) - New community and knowledge badges (35:43) - Popular reporting and banking badges (38:29) - Elite firm growth consultations (42:25) - Gold status details (43:36) - Incentivizing advanced certification Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Nov 22, 2023

You know the basics of QuickBooks, but are you ready to take your skills to the next level? In this episode, Hector and Alicia discuss the key steps for going from QuickBooks beginner to pro, including getting certified, hands-on practice, utilizing online resources, and finding a mentor. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - How to become a QuickBooks expert (04:11) - What kind of books or written material can people invest in to become an expert in QuickBooks? (12:21) - QuickBooks Desktop course in 2023 (17:47) - Using a personal QBO file to learn (20:43) - Using classes, Locations, and tags in a personal file (23:45) - ProAdvisor training and certifications (28:33) - Importance of the Advanced Certification (30:15) - Unpaid internships at accounting firms (32:52) - Wrap up and remember to subscribe so you don't miss an episode Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Nov 16, 2023

Hector and Alicia answer your questions. From tracking expenses to their sources and properly categorizing transactions, utilizing automation, and using cost accounting techniques to calculate profit margins for individual products, customers, and sales channels. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:24) - Listener Mail: Revenue Recognition & Uncategorized Expenses (18:39) - Tracking your Customer Deposits (22:42) - QBO Advanced's new Revenue Recognition feature (32:40) - QBO's Chart of Accounts default accounts (36:26) - Uncategorized Assets (38:37) - Using Books Review & Banking Options with Uncategorized Expenses (42:39) - Apps that use Uncategorized Expenses (47:52) - Thanks for listening and remember to subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Nov 10, 2023

Hector and Alicia dig into all the details and speculation around Intuit's newest cloud accounting product QuickBooks Ledger. Is it an affordable option for write-up clients or an over-hyped limited edition QBO? What does it mean for accountants and their clients? Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (04:02) - Discussing the Release Date and Timeline of QuickBooks Ledger (06:57) - QuickBooks Ledger Pricing and Target Audience (08:49) - Key Features Included and Not Included in QuickBooks Ledger (29:16) - Converting from QuickBooks Desktop and Downgrading from Simple Start (48:22) - Potential Workarounds for Desktop Conversion and Simple Start Downgrading (50:10) - Updates to QuickBooks Online Bank Feeds (56:50) - The Importance of Fixing the Little Things Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Nov 9, 2023

Alicia and Hector dive into several new features in QBO including easier payroll mapping, balance sheet budgeting, and using the cashflow planner. They also speculate what new features might be announced at QuickBooks Connect 2024. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - The Unofficial QuickBooks Accountants Podcast Episode 11 (05:52) - Payroll item mapping updates (08:05) - Budgets for balance sheets (15:54) - Cashflow planning discussion (30:12) - Back to balance sheet budgets (32:52) - Workflow run history (35:51) - Payroll local tax default frequency Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Nov 2, 2023

Hector and Alicia dive into the details of Intuit's new QuickBooks Bill Pay feature, including the different subscription tiers, how it integrates with 1099 filing, and what it means for your accounting workflows. Sponsors LiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (01:58) - QuickBooks Bill Pay Launch (02:58) - Bill.com, Melio, QB Bill Pay Differences (04:43) - QB Bill Pay Pricing & Features (09:26) - QB Bill Pay & 1099s (15:32) - 1099 Filing Requirements (19:54) - Getting 1099s Without Bill Pay (27:00) - Improvements to QB 1099 System (31:12) - 1099 Charges for Accountants Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Oct 26, 2023

Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved. Sponsors LiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (03:01) - Custom report builder (06:06) - Hector and Alicia walk through the new chart of accounts templates (14:31) - Applying the template (22:12) - Hector and Alicia tried it out (25:34) - Other actions you can take after creating the COA (26:29) - Please submit feedback to Intuit (27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode! Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Oct 19, 2023

In this episode, Hector and Alicia discuss recent Intuit news and developments in October 2023, including a new high school food truck program, changes to the QuickBooks Time partner program, a desktop care plan being discontinued, an audit log redesign in QBO, and the need for paid beta testers for new QBO features. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Unofficial QuickBooks Accountants Podcast Episode #8 (02:20) - Intuit's High School Food Truck Program (05:58) - Changes to the QuickBooks Time Partner Program (09:28) - Discontinued Desktop Care Plan (16:05) - How Intuit treats ProAdvisors (23:55) - Facebook Group Reporting (26:04) - The New Audit Log Redesign (28:43) - Duplicate Transactions Feature (31:01) - The Need for Paid Beta Tester (34:05) - Remember To Leave A Review and Subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Oct 17, 2023

On this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the new features released in QuickBooks Desktop 2024, including an enhanced search capability across all lists, prepayments linked to sales orders in Enterprise, and inventory category enhancements. The hosts also consider whether a Mac version will be released and the challenges of switching between Desktop, Online, and Mac. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (02:34) - What new features are you excited about in QuickBooks Desktop '24? (05:56) - Enterprise Features (12:21) - Inventory Category Enhancements (15:30) - Lot Number Reporting (18:36) - QuickBooks for Mac (22:15) - Wrap up and what's new with Hector and Alicia Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Oct 11, 2023

Alicia and Hector cover the latest QuickBooks news, including details on QuickBooks Connect 2023, the end of the Business Planner in Desktop, and a new Assisted Bookkeeping offering. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (04:22) - QuickBooks Connect News (05:51) - QuickBooks Virtual Conference (08:18) - Payroll News - Per Hour Worked (09:40) - Desktop News - Business Planner (11:30) - Assisted Bookkeeping Beta Test (36:56) - Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Oct 5, 2023

Alicia and Hector cover the QuickBooks In The Know Webinar for September 2023. They discuss new developments for ProAdvisors in QBO, including the payments link for discounted rates, ongoing fixed assets improvements, the new invoicing experience, and using QBO payroll integrations. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (02:23) - QuickBooks Payments discounts for ProAdvisors (05:24) - Changes to ACH rates in QuickBooks Payments (06:52) - Hector's experience with alternative payment methods (13:51) - Fixed asset management updates (21:27) - The new invoicing experience rollout (26:21) - Features the new invoicing experience doesn't support yet (33:14) - After-tax invoice discounts not supported (42:21) - QuickBooks Online Payroll migration automation (42:34) - What's new with Alicia and Hector Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Sep 28, 2023

In this weeks episode, Hector and Alicia dive into the latest small tweaks and updates in QuickBooks Online that caught their attention. From rolling date ranges in reporting to bulk payroll editing and the demise of the business view navigation, they break down and discuss these little enhancements that left them smiling, along with pondering mysteries like what "Standard Feed" means. Join Hector and Alicia as they geek out over these minor but meaningful improvements to QBO. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome to the Unofficial QuickBooks Accounting Podcast (02:26) - Quick create buttons & editing payroll items (04:09) - Standard bank feeds (08:26) - Budgeting features (14:03) - Left navigation bar changes (18:40) - Business view vs accountant view (21:25) - Sample file alignment (32:30) - Whats new with Hector and Alicia & wrap up Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Sep 21, 2023

Hector and Alicia dive into Intuit's major AI announcement and new "Intuit Assist" tool. They discuss how AI could impact QuickBooks, TurboTax, Mailchimp, and Credit Karma, and what it means for small businesses and accountants. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Introducing Intuit Assist (19:14) - Using Intuit Assist to set up a new company (24:17) - Connecting with experts (28:02) - Crossover opportunities between Intuit products (32:42) - Intuit data points (41:03) - Data privacy and wrap up Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Sep 14, 2023

On this episode Hector and Alicia dive into exciting new features rolling out to QBO Advanced in September 2023 - including fixed asset management, custom project fields, expense overviews, and with the help of AI the feature QBO just brought back that Alicia never thought they would. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:09) - New fixed asset accounting (14:53) - QBO introduces custom fields for projects (18:12) - Custom form styles (23:38) - QuickBooks Online Advanced adds expenses overview (25:03) - Wrap up and what's going on with Hector and Alicia Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Sep 7, 2023

On this episode, Hector and Alicia speculate on Inuit’s new AI announcements coming on Innovation Day, as well as Intuit’s new partnership with agricultural management software Figured. They also discuss Intuit's overall product strategy based on announcements about new features coming to QBO like enhanced payroll mapping, fixed asset management, and deeper integration with QuickBooks Time. Sponsors LiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Sep 1, 2023

On this inaugural episode of The Unofficial QuickBooks Accountants Podcast, Alicia and Hector recap all the latest features and changes coming to QuickBooks Online, including Mailchimp, custom reporting, workflow automation, and more. They also dive into the shifting QuickBooks Desktop landscape with price hikes, reduced access, and new capabilities on the horizon. Sponsors LiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software. Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants: www.altaccountant.com QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Aug 26, 2023

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA, CITP and Alicia Pollock. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE. Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.