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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

39:55

Intuit’s Annual Investors Report

Unofficial QuickBooks Accountants Podcast ·

2025/02/20

Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platform. Get an insider's perspective on Intuit's five strategic bets and how they're reshaping the landscape for accountants and small businesses

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47:02

Redefining Your Value: Lessons from Bench’s...

Unofficial QuickBooks Accountants Podcast ·

2025/02/13

The sudden shutdown of Bench Accounting in December 2024 left 11,000 business owners without access to their financial data, highlighting the risks of venture-backed automated bookkeeping services. Hosts Alicia Katz Pollock and Veronica Wasek discuss how this pivotal moment presents an opportunity for professional bookkeepers to showcase their value through personalized service, deep expertise, and genuine commitment to client success. They explore how independent bookkeepers can

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27:27

Now You Know: Intuit and QuickBooks January 2025 Updates

Unofficial QuickBooks Accountants Podcast ·

2025/02/06

Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast (00:39) - Congratulations to OnPay (03:25) -

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55:06

Look What We Found: January 2025

Unofficial QuickBooks Accountants Podcast ·

2025/01/30

Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as developments in e-commerce integrations and Credit Karma financing options.Send your Questions/Comments (we could read/answer them on air)

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62:51

Deep Dive: 1099 Wizard

Unofficial QuickBooks Accountants Podcast ·

2025/01/23

Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods. (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) -

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12:35

New Year New Lineup

Unofficial QuickBooks Accountants Podcast ·

2025/01/22

Alicia announces exciting changes to the podcast format, introducing four new regular co-hosts who will each lead specialized segments covering QuickBooks news, product deep dives, feature discoveries, and industry discussions. While beloved co-host Hector transitions to focus on his growing ventures with Reframe and RightTool, he'll continue to contribute quarterly updates on the Intuit Enterprise Suite. The new segmented format brings together industry veterans Matthew "Spot" Fulton, Dan

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61:09

Intuit Enterprise Suite Updates

Unofficial QuickBooks Accountants Podcast ·

2025/01/16

Hector and Alicia explore Intuit's strategic positioning of Enterprise Suite as a mid-market solution distinct from QuickBooks Online Advanced. They break down the key features released in December 2024, including enhanced multi-entity reporting, construction-focused tools, and dimensional reporting capabilities. They discuss pricing considerations, feature limitations, and share their insights on Intuit's development roadmap for this new platform aimed at bridging the gap between small

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36:55

December Updates: Bill Pay Discounts, AI Features,...

Unofficial QuickBooks Accountants Podcast ·

2025/01/09

Hector and Alicia dive into the latest QuickBooks updates from December 2024, including new ProAdvisor discounts for Bill Pay Manager and the rollout of Intuit Assist's AI-powered billing features. They explore the practical implications of these changes, with Hector raising important security considerations about the new email-to-bill functionality.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia’s 1099s in QBO

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51:15

RIP Tags

Unofficial QuickBooks Accountants Podcast ·

2025/01/03

A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible

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48:07

AI & 2025 Predictions

Unofficial QuickBooks Accountants Podcast ·

2024/12/26

Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from

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44:30

QBO Wishlist for 2025

Unofficial QuickBooks Accountants Podcast ·

2024/12/19

Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along

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44:54

Intuit Connect Floor Report

Unofficial QuickBooks Accountants Podcast ·

2024/12/12

Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will

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21:26

December 2024 QuickBooks Updates: Training, Tax...

Unofficial QuickBooks Accountants Podcast ·

2024/12/05

Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.SponsorsFishbowl -

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32:24

Your Complete Guide to ProAdvisor Academy

Unofficial QuickBooks Accountants Podcast ·

2024/11/27

Alicia explores the completely revamped ProAdvisor Academy, breaking down the new certification paths, training modules, and enhanced features available to QuickBooks ProAdvisors. She provides a detailed walkthrough of the six available certifications, including the new Intuit Bookkeeping certification, and explains how the point system ties into ProAdvisor benefits like premium support and third-party discounts. The episode offers valuable insights into test-taking strategies,

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59:29

QuickBooks Online Updates November 2024

Unofficial QuickBooks Accountants Podcast ·

2024/11/21

Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.SponsorsCoefficient - https://uqb.promo/coefficientRedmond Academy -

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33:48

Deconstructing Sasan Goodarzi's Opening Address at...

Unofficial QuickBooks Accountants Podcast ·

2024/11/14

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.SponsorsZoho Expense - https://uqb.promo/zohoexpense Coefficient -

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51:43

Reflections on Intuit Connect 2024

Unofficial QuickBooks Accountants Podcast ·

2024/11/07

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these

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30:24

October QBO Updates: Revenue Share, Cost Allocation &...

Unofficial QuickBooks Accountants Podcast ·

2024/10/31

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the

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48:07

Modern Reports in QBO Advanced

Unofficial QuickBooks Accountants Podcast ·

2024/10/24

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting

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64:15

QuickBooks Online October 2024 Updates

Unofficial QuickBooks Accountants Podcast ·

2024/10/17

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.SponsorsIgnition -

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