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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

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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16:22

A New Dawn

Unofficial QuickBooks Accountants Podcast ·

2024/10/10

Alicia 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'

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29:23

End of an Era

Unofficial QuickBooks Accountants Podcast ·

2024/10/03

In 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

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55:37

Intuit Enterprise Suite - What We Know

Unofficial QuickBooks Accountants Podcast ·

2024/09/26

Alicia 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

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32:45

Exactly What to Say to Accountants

Unofficial QuickBooks Accountants Podcast ·

2024/09/19

Hector 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

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57:14

Misc. Musings on QuickBooks | Sept 2024

Unofficial QuickBooks Accountants Podcast ·

2024/09/12

Alicia 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

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38:11

Intuit Dome Is the Future

Unofficial QuickBooks Accountants Podcast ·

2024/09/05

This 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

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46:19

Intuit's FY 2024 Earnings

Unofficial QuickBooks Accountants Podcast ·

2024/08/29

Hector 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

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60:37

QBO Payroll Updates August 2024

Unofficial QuickBooks Accountants Podcast ·

2024/08/22

Hector 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 -

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44:47

Artificial Intelligence Part 1

Unofficial QuickBooks Accountants Podcast ·

2024/08/15

In 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

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49:03

QuickBooks Karma? Financing Your Estimates

Unofficial QuickBooks Accountants Podcast ·

2024/08/08

This 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

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133 results

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