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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

47:48

Reorganizing Your Lists in QBO

Unofficial QuickBooks Accountants Podcast ·

2024/03/14

In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aims to help accountants and business owners optimize their QuickBooks Online experience by streamlining and customizing these crucial

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54:27

Concierge QuickBooks Online Setup Service

Unofficial QuickBooks Accountants Podcast ·

2024/03/07

In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing training and guidance tailored to the client's needs. The discussion highlights the value-added services advisors can offer beyond just migrating

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48:25

Bank Feeds: The Good, the Bad, and the Wishlist

Unofficial QuickBooks Accountants Podcast ·

2024/03/01

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules.SponsorsRoyalwise - https://royalwise.com/RightTool - https://righttool.app/Webgility -

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33:29

QBO New Features: February 2024

Unofficial QuickBooks Accountants Podcast ·

2024/02/22

Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return importing, and more. They also talk about upcoming changes to HR services and share what they are working on in their own businesses.SponsorsClientHub- https://uqb.promo/clienthub(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast(01:32) - New QuickBooks Online Features February 2024 (01:56) - Deep Dive

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57:03

What to do After Converting QuickBooks Desktop to Online

Unofficial QuickBooks Accountants Podcast ·

2024/02/15

In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over jobs and sub-customers to projects and re-setting user permissions in QuickBooks Online.(00:00) - Welcome to The Unofficial QuickBooks

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49:49

QuickBooks Desktop to Online Conversions (Part 2)

Unofficial QuickBooks Accountants Podcast ·

2024/02/08

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.SponsorsRightTool - https://righttool.appRelay

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47:31

QuickBooks Desktop to Online Conversions (Part 1)

Unofficial QuickBooks Accountants Podcast ·

2024/02/01

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.SponsorsRelay - https://uqb.promo/relay(00:00) - Welcome

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33:13

Forecasts in QBO Advanced

Unofficial QuickBooks Accountants Podcast ·

2024/01/25

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful.SponsorsRelay - https://uqb.promo/relayClientHub- https://uqb.promo/clienthub(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast

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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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133 results

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