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PODCAST

Unofficial QuickBooks Accountants Podcast

Alicia Katz Pollock, MAT

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests 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.

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All Episodes

31:18

What's New In QBO | January 2024

Unofficial QuickBooks Accountants Podcast ·

2024/01/19

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.SponsorsRelay - https://uqb.promo/relayClientHub- https://uqb.promo/clienthub(00:00) - Welcome To The

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40:58

How To Give QuickBooks Feedback

Unofficial QuickBooks Accountants Podcast ·

2024/01/12

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.SponsorsFindaily - https://uqb.promo/findaily(00:00) - Giving QuickBooks Feedback (02:49) - Ways to give feedback to QuickBooks (07:01) - Feedback during beta

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40:36

Filing 1099s in 2024

Unofficial QuickBooks Accountants Podcast ·

2024/01/05

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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay(00:00) - Welcome To The

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34:07

Look What We Found

Unofficial QuickBooks Accountants Podcast ·

2023/12/28

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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay(00:00) - Welcome To The Unofficial

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33:22

What is going on with QuickBooks Reports?

Unofficial QuickBooks Accountants Podcast ·

2023/12/21

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 -

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31:56

New "Little Things" in QBO

Unofficial QuickBooks Accountants Podcast ·

2023/12/14

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.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

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44:13

The Top 10 QB Connect 2023 Announcements

Unofficial QuickBooks Accountants Podcast ·

2023/12/07

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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay(00:00)

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57:34

RIP QuickBooks Desktop in 2024?

Unofficial QuickBooks Accountants Podcast ·

2023/12/04

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 -

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43:01

The "Reimagined" ProAdvisor Program

Unofficial QuickBooks Accountants Podcast ·

2023/11/30

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.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

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33:34

Becoming a QuickBooks Expert

Unofficial QuickBooks Accountants Podcast ·

2023/11/22

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.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

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44:03

Listener Mail: Revenue Recognition & Uncategorized...

Unofficial QuickBooks Accountants Podcast ·

2023/11/16

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.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

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59:35

BONUS: What is QuickBooks Ledger?

Unofficial QuickBooks Accountants Podcast ·

2023/11/10

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

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36:19

QBO New Features October 2023

Unofficial QuickBooks Accountants Podcast ·

2023/11/09

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.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

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35:12

New Bill Pay in QuickBooks & 1099 Updates

Unofficial QuickBooks Accountants Podcast ·

2023/11/02

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.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

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29:36

QuickBooks Online Introduces Chart of Accounts Templates

Unofficial QuickBooks Accountants Podcast ·

2023/10/26

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.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

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35:28

Intuit News October '23

Unofficial QuickBooks Accountants Podcast ·

2023/10/19

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. SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay(00:00) - Unofficial QuickBooks Accountants Podcast

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29:12

QuickBooks Desktop 2024 New Features

Unofficial QuickBooks Accountants Podcast ·

2023/10/17

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.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com-

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37:49

QuickBooks Launches Assisted Bookkeeping & Other News

Unofficial QuickBooks Accountants Podcast ·

2023/10/11

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.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

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40:47

"In The Know" Updates September 2023

Unofficial QuickBooks Accountants Podcast ·

2023/10/05

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.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

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36:27

QuickBooks Online September 2023 "Small" Updates

Unofficial QuickBooks Accountants Podcast ·

2023/09/28

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

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125 results

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