Shows
Unofficial QuickBooks Accountants PodcastAugust 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message PayrollAlicia 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.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome...
2025-08-281h 01Unofficial QuickBooks Accountants Podcast100th Episode Special!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
2025-07-2459 minUnofficial QuickBooks Accountants PodcastJournal Entries Have Unintended Consequences (Wheel of Rants)Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them.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
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2025-07-1714 minUnofficial QuickBooks Accountants PodcastInteracting With QuickBooks Online's Platform OverhaulAlicia 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
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2025-07-0353 minUnofficial QuickBooks Accountants PodcastJune 2025 QuickBooks Updates | Inventory, Square Integration, and What's ComingQuickBooks 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...
2025-06-2640 minUnofficial QuickBooks Accountants PodcastLook What We Found: June Edition - Interface Updates and Banking Feed RevolutionAlicia 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...
2025-06-1946 minUnofficial QuickBooks Accountants PodcastBeyond Invoices: Mastering QBO Payment LinksDan 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.SponsorsDebits - https://uqb.promo/debitsResources LinkedIn Group: https://www.linkedin.com/groups/14630719/Y...
2025-06-0523 minUnofficial QuickBooks Accountants PodcastGoing Ape for APIs (Breaking News with Hector Garcia)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...
2025-05-2946 minUnofficial QuickBooks Accountants PodcastMay 2025 QuickBooks Online UpdatesAlicia 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.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:29) - Upcoming Webinars and...
2025-05-2225 minUnofficial QuickBooks Accountants PodcastThe 20 Things Bookkeepers Should Never Do (Wheel of Rants)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.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:27) - Spring...
2025-05-1553 min
Unofficial QuickBooks Accountants PodcastRecertification SeasonAlicia 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.SponsorsDebits - https://uqb.promo/debits Human at Scale - https://uqb.promo/human(00:06) - QuickBooks ProAdvisor Certification Overview
(01:28) - Benefits of Certification
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2025-05-0836 minUnofficial QuickBooks Accountants PodcastBeta Tests Gone WildAlicia 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.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:46) - Granular Access for...
2025-05-011h 03Unofficial QuickBooks Accountants PodcastLook What We Found: April 2025Alicia 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...
2025-04-2444 minUnofficial QuickBooks Accountants PodcastChart of Accounts (Wheel of Rants)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..SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to the Show
(00:35) - QuickBooks Online's Chart...
2025-04-1049 min
Unofficial QuickBooks Accountants PodcastPlaying Taps for TagsAlicia 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.SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code...
2025-04-0345 min
Unofficial QuickBooks Accountants PodcastMarch 2025 QuickBooks Online UpdatesAlicia 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.SponsorsRightworks 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...
2025-03-2840 min
Unofficial QuickBooks Accountants PodcastLook What We Found: March 2025Join 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.SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)Settle - https://uqb.promo/settleTeamUp - 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...
2025-03-2049 min
Unofficial QuickBooks Accountants PodcastNavigating Your Intuit Account: The Ultimate GuideAlicia 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.SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)Settle - https://uqb...
2025-03-1349 min
Unofficial QuickBooks Accountants PodcastEverything You Need to Know About Modern InvoicesAlicia 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.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settleRightworks Rightnow 2025...
2025-03-061h 07
Unofficial QuickBooks Accountants PodcastRedefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)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.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle...
2025-02-1351 min
Unofficial QuickBooks Accountants PodcastNow You Know: Intuit and QuickBooks January 2025 UpdatesAlicia 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.SponsorsBluevine - https://uqb.promo/bluevineRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)Settle - https://uqb.promo/settleTeamUp - https://uqb.promo/teamup(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast
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2025-02-0631 min
Unofficial QuickBooks Accountants PodcastDeep Dive: 1099 WizardDan 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. SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settleTeamUp - 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...
2025-01-231h 07Unofficial QuickBooks Accountants PodcastNew Year New LineupAlicia 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" Fultonhttps://www...
2025-01-2212 min
Unofficial QuickBooks Accountants PodcastIntuit Enterprise Suite UpdatesHector 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.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settleTeamUp - https://uqb.promo/teamup(00:00) - Welcome...
2025-01-161h 01
Unofficial QuickBooks Accountants PodcastDecember Updates: Bill Pay Discounts, AI Features, and QuickBooks Live ChangesHector 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.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settleTeamUp - 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...
2025-01-0941 min
Unofficial QuickBooks Accountants PodcastRIP TagsA 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.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settleTeamUp...
2025-01-0355 min
Unofficial QuickBooks Accountants PodcastAI & 2025 PredictionsHector 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.SponsorsCoefficient - https://uqb.promo/coefficientRoboDebit - https://uqb.promo/robodebit...
2024-12-2648 min
Unofficial QuickBooks Accountants PodcastQBO Wishlist for 2025Alicia 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.SponsorsCoefficient - https://uqb.promo/coefficientRoboDebit - https://uqb.promo...
2024-12-1944 min
Unofficial QuickBooks Accountants PodcastIntuit Connect Floor ReportAlicia 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.SponsorsZoho Expense - https://uqb.promo/zohoexpenseCoefficient - https://uqb.promo...
2024-12-1244 min
Unofficial QuickBooks Accountants PodcastDecember 2024 QuickBooks Updates: Training, Tax Forms, and Task ManagementDive 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.SponsorsFishbowl - https://uqb.promo/fishbowlCoefficient - https://uqb.promo/coefficient MediaBooks - https://uqb.promo/mediabooks(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:35...
2024-12-0521 min
Unofficial QuickBooks Accountants PodcastYour Complete Guide to ProAdvisor AcademyAlicia 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.SponsorsCoefficient - https://uqb.promo/coefficient MediaBooks - https://uqb.promo/mediabooks...
2024-11-2732 min
Unofficial QuickBooks Accountants PodcastQuickBooks Online Updates November 2024Alicia 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.SponsorsCoefficient - https://uqb.promo/coefficientRedmond Academy - https://uqb.promo/redmondMediaBooks - https://uqb.promo/mediabooks(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:49) - Intuit's Feature Rollout Strategy
(04:23...
2024-11-2159 min
Unofficial QuickBooks Accountants PodcastDeconstructing Sasan Goodarzi's Opening Address at Intuit ConnectAlicia 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.SponsorsZoho Expense - https://uqb.promo/zohoexpense Coefficient - https://uqb.promo/coefficientRedmond Academy - https://uqb.promo/redmondSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks...
2024-11-1434 min
Unofficial QuickBooks Accountants PodcastReflections on Intuit Connect 2024Hector 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.SponsorsFishbowl - https://uqb.promo/fishbowlCoefficient - https://uqb.promo/coefficientRoyalwise - http://royl.w...
2024-11-0751 min
Unofficial QuickBooks Accountants PodcastOctober QBO Updates: Revenue Share, Cost Allocation & Recurring PaymentsAlicia 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.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo...
2024-10-3130 min
Unofficial QuickBooks Accountants PodcastModern Reports in QBO AdvancedHector 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.SponsorsZoho Expense - https://uqb.promo/zohoexpenseIgnition - https://uqb.promo...
2024-10-2448 min
Unofficial QuickBooks Accountants PodcastQuickBooks Online October 2024 UpdatesHector 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.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo/artiffexSend your Questions/Comments (we could read/answer them on air...
2024-10-171h 04
Unofficial QuickBooks Accountants PodcastA New DawnAlicia 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.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientMercury - https://uqb.promo/mercury*Mercury is a financial technology company, not a...
2024-10-1023 min
Unofficial QuickBooks Accountants PodcastEnd of an EraIn 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.SponsorsFishbowl - https://uqb.promo/fishbowlIgnition - https://uqb.promo/ignitionMercury - https://uqb...
2024-10-0330 min
Unofficial QuickBooks Accountants PodcastIntuit Enterprise Suite - What We KnowAlicia 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.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melio interVal - https://uqb.promo/intervalSend your Questions/Comments (we could...
2024-09-2656 min
Unofficial QuickBooks Accountants PodcastExactly What to Say to AccountantsHector 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.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/meliointerVal - https://uqb.promo/intervalSend your Questions/Comments...
2024-09-1934 min
Unofficial QuickBooks Accountants PodcastMisc. Musings on QuickBooks | Sept 2024Alicia 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.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melioPractice Protect - https://uqb.promo/protectSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned...
2024-09-1258 min
Unofficial QuickBooks Accountants PodcastIntuit Dome Is the FutureThis 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. SponsorsFishbowl - https://uqb.promo/fishbowlMelio - https://uqb.promo/melioPractice Protect - https://uqb.promo/protectSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://ww...
2024-09-0538 min
Unofficial QuickBooks Accountants PodcastIntuit's FY 2024 EarningsHector 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.SponsorsMakersHub - https://uqb.promo/makershubMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow
2024-08-2946 min
Unofficial QuickBooks Accountants PodcastQBO Payroll Updates August 2024Hector 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.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome...
2024-08-221h 01
Unofficial QuickBooks Accountants PodcastArtificial Intelligence Part 1In 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...
2024-08-1545 min
Unofficial QuickBooks Accountants PodcastQuickBooks Karma? Financing Your EstimatesThis 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...
2024-08-0849 min
Unofficial QuickBooks Accountants PodcastOutsourcing OverseasHector 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.SponsorsClient...
2024-08-0138 min
Unofficial QuickBooks Accountants PodcastQBO New Features July 2024In 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.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio...
2024-07-2556 min
Unofficial QuickBooks Accountants PodcastMatching Bank TransactionsThis 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.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/melio
2024-07-1843 min
Unofficial QuickBooks Accountants PodcastQuickBooks Price IncreaseThis 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...
2024-07-111h 01
Unofficial QuickBooks Accountants PodcastQuickBooks Classes vs. Locations vs. TagsThis 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.SponsorsMelio - https://uqb.promo/melio RightRev...
2024-07-0456 min
Unofficial QuickBooks Accountants PodcastQuickBooks June 2024 UpdatesIn 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.SponsorsClient Hub- https://uqb.promo/clienthub RightRev- https://uqb.promo/rightrevMakers Hub - https://uqb.promo/m...
2024-06-2740 min
Unofficial QuickBooks Accountants PodcastDesktop App for QBOIn 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.SponsorsClient Hub...
2024-06-2048 min
Unofficial QuickBooks Accountants PodcastAccounting ConferencesIn 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...
2024-06-131h 07
Unofficial QuickBooks Accountants PodcastIs QuickBooks in Beta?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.SponsorsClient Hub- https...
2024-06-0652 min
Unofficial QuickBooks Accountants PodcastQBO New Features May 2024In 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.
2024-05-3047 min
Unofficial QuickBooks Accountants PodcastA Deep Dive Into Bugs, Features and MoreIn 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.SponsorsClient Hub- https://uqb.promo/clienthubRelay - https://uqb.promo/relayBlue Onion - https://uqb.promo...
2024-05-2336 min
Unofficial QuickBooks Accountants PodcastTackling the Tax Deadline MadnessOn 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.SponsorsClient Hub- https://uqb.promo...
2024-05-1623 min
Unofficial QuickBooks Accountants PodcastWhat Intuit Gets RightHector 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.SponsorsClient Hub- https://uqb.promo/clienthubRelay - https...
2024-05-0951 min
Unofficial QuickBooks Accountants PodcastQuickBooks Live Expert Assisted: A ProAdvisor’s PerspectiveIn 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.SponsorsRelay - https://uqb.promo/relayLiveFlow - https://uqb.promo/liveflow
2024-05-0250 min
Unofficial QuickBooks Accountants PodcastMastering Journal Entries in QuickBooks OnlineIn 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...
2024-04-2552 min
Unofficial QuickBooks Accountants PodcastIs QuickBooks Online Advanced a Worthwhile Investment for Your Business?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.SponsorsClient Hub- https://uqb.promo/clienthubLiveFlow - https://uqb.promo/liveflowHarbor...
2024-04-1854 min
Unofficial QuickBooks Accountants PodcastQuickBooks Online Interface UpgradesHector 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.SponsorsClient Hub- https://uqb.promo/clienthub(00:00) - Welcome to The Unofficial QuickBooks Accountants...
2024-04-1140 min
Unofficial QuickBooks Accountants PodcastUnveiling QuickBooks 2024 RoadmapHector 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.SponsorsClient 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...
2024-04-0440 min
Unofficial QuickBooks Accountants PodcastEven More New March 2024 QBO FeaturesJoin 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.SponsorsClient 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...
2024-03-2832 min
Unofficial QuickBooks Accountants PodcastQBO New Features: March 2024In 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.SponsorsClient Hub- https://uqb.promo/clienthubRelay - https://uqb.promo/relay(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:53...
2024-03-2129 min
Unofficial QuickBooks Accountants PodcastReorganizing Your Lists in QBOIn 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.SponsorsClient Hub- https://uqb.promo/clienthubRelay - https://uqb.promo/relayWebgility- https://uqb.promo/webgility(00:00...
2024-03-1448 min
Unofficial QuickBooks Accountants PodcastConcierge QuickBooks Online Setup ServiceIn 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.SponsorsRelay - https://uqb.promo/relayClientHub- https...
2024-03-0754 min
Unofficial QuickBooks Accountants PodcastBank Feeds: The Good, the Bad, and the WishlistHector 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.SponsorsClient Hub- https://uqb.promo/clienthubWebgility - 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...
2024-03-0149 min
Unofficial QuickBooks Accountants PodcastQBO New Features: February 2024Hector 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.SponsorsClient 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...
2024-02-2234 min
Unofficial QuickBooks Accountants PodcastWhat to do After Converting QuickBooks Desktop to OnlineIn 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.SponsorsClient 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...
2024-02-1558 min
Unofficial QuickBooks Accountants PodcastQuickBooks Desktop to Online Conversions (Part 2)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/clienthubRelay - https://uqb.promo/relay(00:00) - Unofficial QuickBooks Accountants Podcast Episode 24
(02:58) - Introduction to QuickBooks Desktop to Online...
2024-02-0850 min
Unofficial QuickBooks Accountants PodcastQuickBooks Desktop to Online Conversions (Part 1)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.SponsorsClient Hub - https://uqb.promo/clienthubRelay - 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...
2024-02-0149 min
Unofficial QuickBooks Accountants PodcastForecasts in QBO AdvancedIn 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.SponsorsClient Hub - https://uqb.promo/clienthubRelay - 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...
2024-01-2634 min
Unofficial QuickBooks Accountants PodcastWhat's New In QBO | January 2024In 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.SponsorsRelay - https://uqb.promo/relayClientHub- 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...
2024-01-1931 min
Unofficial QuickBooks Accountants PodcastHow To Give QuickBooks FeedbackIs 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.SponsorsFindaily - 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...
2024-01-1240 min
Unofficial QuickBooks Accountants PodcastFiling 1099s in 2024In 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2024-01-0540 min
Unofficial QuickBooks Accountants PodcastLook What We FoundHector 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-12-2834 min
Unofficial QuickBooks Accountants PodcastWhat is going on with QuickBooks Reports?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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay(00:00...
2023-12-2133 min
Unofficial QuickBooks Accountants PodcastNew "Little Things" in QBOHector 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-12-1431 min
Unofficial QuickBooks Accountants PodcastThe Top 10 QB Connect 2023 AnnouncementsHector 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-12-0744 min
Unofficial QuickBooks Accountants PodcastRIP QuickBooks Desktop in 2024?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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay(00:00...
2023-12-0457 min
Unofficial QuickBooks Accountants PodcastThe "Reimagined" ProAdvisor ProgramHector 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-11-3043 min
Unofficial QuickBooks Accountants PodcastBecoming a QuickBooks ExpertYou 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-11-2233 min
Unofficial QuickBooks Accountants PodcastListener Mail: Revenue Recognition & Uncategorized ExpensesHector 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-11-1644 min
Unofficial QuickBooks Accountants PodcastBONUS: What is QuickBooks Ledger?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?SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-11-1059 min
Unofficial QuickBooks Accountants PodcastQBO New Features October 2023Alicia 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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
2023-11-0936 min
Unofficial QuickBooks Accountants PodcastNew Bill Pay in QuickBooks & 1099 UpdatesHector 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.SponsorsLiveFlow - 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...
2023-11-0235 min
Unofficial QuickBooks Accountants PodcastQuickBooks Online Introduces Chart of Accounts TemplatesHector 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.SponsorsLiveFlow - 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...
2023-10-2629 min
Unofficial QuickBooks Accountants PodcastIntuit News October '23In 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. SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-10-1935 min
Unofficial QuickBooks Accountants PodcastQuickBooks Desktop 2024 New FeaturesOn 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay(02:34) - What new features are you excited about in QuickBooks Desktop...
2023-10-1729 min
Unofficial QuickBooks Accountants PodcastQuickBooks Launches Assisted Bookkeeping & Other NewsAlicia 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-10-1237 min
Unofficial QuickBooks Accountants Podcast"In The Know" Updates September 2023Alicia 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-10-0540 min
Unofficial QuickBooks Accountants PodcastQuickBooks Online September 2023 "Small" UpdatesIn 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay...
2023-09-2836 min
Unofficial QuickBooks Accountants PodcastIntuit Bets Big on AIHector 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-09-2143 min
Unofficial QuickBooks Accountants PodcastFixed Asset Management, Custom Project Fields, and Expense OverviewsOn 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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - 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...
2023-09-1428 min
Unofficial QuickBooks Accountants PodcastThe Intuit Dome, Online Bill Pay, Agriculture, and AIOn 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.SponsorsLiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpaySend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
2023-09-0729 min
Unofficial QuickBooks Accountants PodcastWelcome To The Unofficial QuickBooks Accountants PodcastOn 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.SponsorsLiveFlow - https://uqb.promo/liveflowKeeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpaySend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comThis podcast is...
2023-09-0140 minUnofficial QuickBooks Accountants PodcastGet Ready For The Unofficial QuickBooks Accountants PodcastStay 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.comThis podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit a...
2023-08-2601 min