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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

52:02

Is QuickBooks in Beta?

Unofficial QuickBooks Accountants Podcast ·

2024/06/06

In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from. They also emphasize the importance of user feedback and suggest ways for Intuit to better engage with and compensate beta testers. Finally, they

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47:33

QBO New Features May 2024

Unofficial QuickBooks Accountants Podcast ·

2024/05/30

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with inventory and agriculture software, using items in bank feed transactions, and bulk editing of categorized transactions. Hector and Alicia also

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36:21

A Deep Dive Into Bugs, Features and More

Unofficial QuickBooks Accountants Podcast ·

2024/05/23

In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its streamlined interface. Additionally, Hector shares insights from his recent videos focused on QuickBooks Online for construction and project-based

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23:17

Tackling the Tax Deadline Madness

Unofficial QuickBooks Accountants Podcast ·

2024/05/16

On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potential solutions such as client handling of time-sensitive filings, promoting extensions, deadline-based pricing, while also highlighting some

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51:52

What Intuit Gets Right

Unofficial QuickBooks Accountants Podcast ·

2024/05/09

Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The hosts emphasize Intuit's engagement with user feedback, third-party app ecosystem, and efforts to foster community through events like QuickBooks

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50:06

QuickBooks Live Expert Assisted: A ProAdvisor’s...

Unofficial QuickBooks Accountants Podcast ·

2024/05/02

In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting

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52:52

Mastering Journal Entries in QuickBooks Online

Unofficial QuickBooks Accountants Podcast ·

2024/04/25

In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and utilizing features like the reclassify transactions tool. The episode showcases the new journal entry import tool, explaining how to set up CSV

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54:26

Is QuickBooks Online Advanced a Worthwhile Investment...

Unofficial QuickBooks Accountants Podcast ·

2024/04/18

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing, and more. The discussion also touches on the transition from QuickBooks Desktop to the online advanced version, providing insights for

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40:14

QuickBooks Online Interface Upgrades

Unofficial QuickBooks Accountants Podcast ·

2024/04/11

Hector and Alicia dive into the latest interface tweaks and small but impactful changes made to QuickBooks Online in the first quarter of 2024. From modernized reports with keyboard shortcuts and data source labeling to new refresh buttons and consistent font styles, they explore how these updates are enhancing the user experience for accounting professionals. They also discuss the future roadmap for QuickBooks Online's interface, including the potential for customizable settings and global

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38:51

Unveiling QuickBooks 2024 Roadmap

Unofficial QuickBooks Accountants Podcast ·

2024/04/04

Hector and Alicia break down the latest Firm of the Future article, covering upcoming innovations and new features Intuit has planned for QuickBooks Online in 2024. From enhanced user permissions to improved payroll processing, they analyze and provide their insights on these anticipated changes that could significantly impact accountants and businesses.{campaign_start}}(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:59) - Hector Found Some New QuickBooks Invoice

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31:25

Even More New March 2024 QBO Features

Unofficial QuickBooks Accountants Podcast ·

2024/03/28

Join Hector and Alicia as they explore QuickBooks Online's latest round of productivity enhancements for March 2024. Learn about the new 1099 correction functionality, batch payroll editing across employees, smarter bank feed transaction matching for payroll, and additional dashboard customization options. They also share insights on upcoming e-commerce integration improvements and the rollout of sequential approval workflows.(00:00) - Unofficial QuickBooks Accountants Podcast (02:57) -

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28:58

QBO New Features: March 2024

Unofficial QuickBooks Accountants Podcast ·

2024/03/21

In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the transformation of "Get Paid Upfront" into a line of credit offering, significant productivity enhancements to invoicing and navigation, and new integration partnerships with companies like Figured for agriculture. Additionally, they provide insights into the fine print and potential implications of these changes for QuickBooks

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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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