Shows
Unofficial 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*Sponsors2025-07-2459 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 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
(02:55...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 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 PodcastLook What We Found: January 2025Alicia 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.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settleTeamUp - https://uqb.promo/teamup(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:49...2025-01-3059 minUnofficial 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
The Value Pricing PodcastHow to become a QuickBooks Online ProAdvisorAre you ready to unlock the secrets of becoming more visible, valuable, and profitable in your bookkeeping journey? Join us as we dive deep with Margie Remmers Davis, who turned a life-changing challenge into a thriving QuickBooks ProAdvisor career. Discover how to navigate the ProAdvisor program, ace certification tests, and leverage your profile to attract clients like never before. With insider tips, powerful success stories, and actionable advice, this episode is packed with everything you need to take your business to the next level. 2024-12-1650 min
Accounting InsidersFrom Stay-at-Home Mom to Bookkeeping Expert: Margie Remmers Davis Shares Her Journey🔗 https://www.linkedin.com/in/margie-remmers/ 🔗 https://akadian.com/ 🔗 Check out our premium content on Insightful Accountant: The comprehensive membership program designed to educate and train ProAdvisors and Accountants like you to excel in today's ever-changing accounting landscape. - https://blog.insightfulaccountant.com/be-insightful-member - - Connect with Insightful Accountant! Website 👉 http://insightfulaccountant.com/ Subscribe to our newsletter 👉 https://share.hsforms.com/1dMqiJdN7Rb-ZY0WrnK9WTArblu2?__hstc=65293814.e4f076a6f550937e89f0d8c70932f8c9.1705338163843.1709142167100.1715956698672.8&__hssc=65293814.1.1715956698672&__hsfp=3167324425 Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.fa...2024-11-2630 min
Voice of Influence298: Live Coaching: Influence Alignment to the Brand PromiseWhen you're the leader of a fast growing company, the growth of the team is exciting and daunting at the same time. While it's vital to get everyone on board with your brand promise, it's not a simple process. It comes down to the dynamics of influence - are people growing in personal agency and alignment to the structure of the company? In this live coaching session, Andrea works with Margie Remmers-Davis to help her grow a collaborative learning culture in her team so they can continuously improve on delivering their brand promise to their customers. Looking for a wel...2024-01-2354 min
Do The ThingMargie Remmers-Davis: A Devastating Gut Punch Drove This Former Stay-At-Home Mom To Do The Thing And Start A BusinessStarting over is never easy. But what if you embarked on a journey of self-discovery and paved a new path?
I got personal with Margie Remmers-Davis to learn how she picked up the pieces following a devastating gut punch. A stay-at-home mom for 20 years, Margie was living a picture-perfect life. But when her husband decided to leave, her entire future vision changed. Would her hidden talent for simplifying complex information help her craft a new life?
Here's how Margie started over after an unexpected divorce and leveraged her skills to launch a business serving others.2023-06-2946 min