Unofficial QuickBooks Accountants Podcast – Détails, épisodes et analyse

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Unofficial QuickBooks Accountants Podcast

Alicia Katz Pollock, MAT

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Fréquence : 1 épisode/7j. Total Éps: 165

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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Intuit Dome Is the Future

Épisode 54

jeudi 5 septembre 2024 • Durée 32:43

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.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:32) - Exploring the Intuit Dome
(02:17) - Intuit Dome's Cutting-Edge Technology
(03:33) - Steve Ballmer and the Clippers
(08:37) - Intuit's Branding and Future Vision
(10:40) - More About the Uniqueness of the Venue
(12:10) - Challenges and User Experiences
(17:12) - Financial Insights and Naming Rights
(23:22) - Final Intuit Dome Thoughts
(27:31) - Upcoming Classes and Conferences
(32:27) - Conclusion and Farewell

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Intuit's FY 2024 Earnings

Épisode 53

jeudi 29 août 2024 • Durée 41:12

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 alike.

Sponsors
MakersHub - https://uqb.promo/makershub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:27) - CEO's Statement and AI Strategy
(02:45) - Intuit's Five Big Bets
(05:28) - MailChimp's Growth and Strategy
(07:57) - Mid-Market Strategy and Challenges
(11:27) - Earnings Report Breakdown
(21:29) - Turbo Tax Growth
(29:04) - QuickBooks Online and Desktop Ecosystem
(35:30) - Investor Insights and Future Projections
(39:37) - Closing Remarks and Call to Action

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool

QuickBooks June 2024 Updates

Épisode 44

jeudi 27 juin 2024 • Durée 35:47

In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences and tease upcoming episodes on QuickBooks price changes and desktop updates. Additionally, Alicia reveals she's writing a new book on converting from QuickBooks Desktop to Online.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Makers Hub - https://uqb.promo/makershub

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:41) - Recap of Scaling New Heights Conference
(01:47) - The Importance of Community in Conferences
(03:05) - Comparing Different Conferences
(06:43) - QuickBooks Online Desktop App Updates
(08:42) - Backdating Paychecks in QuickBooks Online Payroll
(14:39) - Introducing Split Billing in QuickBooks
(23:18) - I-9 Employment Verification via Workforce Portal
(25:22) - QuickBooks BillPay Elite for Accountants
(29:40) - Upcoming QuickBooks Updates and Price Changes
(31:01) - Final Thoughts and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/

Desktop App for QBO

Épisode 43

jeudi 20 juin 2024 • Durée 43:25

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare the app to using QuickBooks Online in a browser, noting the trade-offs in performance and functionality. Finally, they touch on the potential for an offline mode and the limitations of not being able to use browser extensions within the app.

Sponsors
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Makers Hub - https://uqb.promo/makershub

(00:00) - Unofficial QuickBooks Accountants Podcast Episode 43
(02:30) - Hector Role-Plays as Intuit Product Manager
(03:30) - Exploring the Desktop View Feature
(05:31) - Customizing the Navigation Experience
(14:53) - Tabs and Multi-Window Functionality
(20:54) - Keyboard Shortcuts and Menu Navigation
(26:56) - Exploring the Navigation Bar
(28:25) - Zooming Features and Their Benefits
(30:56) - Multi-Instance and Split Screen Capabilities
(36:49) - Addressing Speed and Offline Mode Concerns
(42:10) - Browser Extensions and Their Limitations
(44:46) - Upcoming Courses and Conferences
(47:37) - Conclusion and Final Thoughts

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping -

Accounting Conferences

Épisode 42

jeudi 13 juin 2024 • Durée 01:02:03

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on wellness alongside technical topics. The hosts also discuss the evolution of QuickBooks Connect into Intuit Connect and what that might signal about Intuit's ecosystem strategy going forward. Throughout the conversation, Hector and Alicia emphasize the value of these events for learning, networking, and gaining new perspectives to enhance one's accounting career.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Bean - https://uqb.promo/bean

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:03) - Upcoming Accounting Conferences Overview
(05:01) - Alicia's Conference Experiences
(14:02) - The Cost of Attending Conferences
(16:14) - Scaling New Heights Conference
(23:47) - Bridging the Gap Conference
(30:57) - Shoutout to Vanessa Vasquez and Conferencia Fit
(32:03) - Meta Consulting Academy Workshop
(33:26) - USA Tax Convention
(34:50) - AppyCamp: A Unique Conference for Educators
(39:09) - ReFrame Conference Overview
(43:18) - Intuit Connect
(55:41) - The Future of QuickBooks and Intuit Ecosystem
(59:28) - Digital CPA Conference and Final Thoughts

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Is QuickBooks in Beta?

Épisode 41

jeudi 6 juin 2024 • Durée 47:19

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 share their upcoming plans to attend and present at various accounting conferences and events.

Sponsors
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Bean - https://uqb.promo/bean

(00:00) - Introduction to the Wheel of Rants
(01:04) - QuickBooks Online Version Control Issues
(05:26) - Intuit's Lean Startup Approach
(14:25) - Impact on QuickBooks Users
(23:08) - Developer Challenges with QuickBooks
(26:54) - Reviving QuickBooks Labs
(28:43) - Proposed Solutions for QuickBooks
(30:08) - The Importance of User Feedback
(36:15) - Paid Beta Testers and User Compensation
(42:00) - Upcoming Conferences and Events
(45:37) - Wrap Up and Future Plans

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/

QBO New Features May 2024

Épisode 40

jeudi 30 mai 2024 • Durée 44:04

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 talk about Intuit's new weekly "In the Know" content hub and additional updates like customer invoice reminders, invoicing via text, and journal entry batch imports.

Sponsors
Client Hub- https://uqb.promo/clienthub
Blue Onion - https://uqb.promo/blueonion

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:10) - QuickBooks Desktop Payroll Phase-Out Details
(06:22) - New Integrations and Partnerships
(10:04) - Recertification Season for ProAdvisors
(12:29) - QuickBooks Live Strategy and Expert Assist
(15:38) - QuickBooks Bill Pay
(22:12) - Granular Permissions for QuickBooks Online Accountants
(25:38) - Introduction to Intuit's Acronyms
(25:52) - New Features in QuickBooks Bank Feeds
(27:14) - Splitting Transactions and Sales Receipts
(30:17) - Bulk Reclassification and Categorization
(33:05) - In The Know Hub and QuickBooks Updates
(35:51) - Customer Reminders and Text Message Invoicing
(37:43) - Controversial QuickBooks Checking Fees
(40:59) - Upcoming Time Tracking Features
(41:30) - What's New With Hector and Alicia and Thanks for Listening

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

A Deep Dive Into Bugs, Features and More

Épisode 39

jeudi 23 mai 2024 • Durée 31:36

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 accounting needs.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Blue Onion - https://uqb.promo/blueonion

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:53) - Recent Bug Fixes in Reports
(03:24) - Enhancements in Modern Reports
(06:25) - Custom Fields and Their Limitations
(10:38) - Navigating Price Rules and Invoice Updates
(14:49) - New Invoice Layout
(16:08) - Unveiling New Features and User Interface Changes
(26:08) - What Hector and Alicia Have Coming Up
(27:24) - Thanks to All of Our Listeners

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool

Tackling the Tax Deadline Madness

Épisode 38

jeudi 16 mai 2024 • Durée 19:02

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 benefits of annual deadlines. They conclude by promoting Alicia's upcoming QBO class and Hector's accounting conference.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Melio - https://uqb.promo/melio

(00:00) - Introduction to the QuickBooks Accountants Podcast Rant Wheel
(06:58) - Exploring Solutions to Tax Season Burnout
(10:16) - The Benefits of Filing Extensions & Proactive Planning
(20:44) - Closing Thoughts and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast

What Intuit Gets Right

Épisode 37

jeudi 9 mai 2024 • Durée 47:21

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 Connect. Despite criticisms, they argue Intuit exhibits financial responsibility that will ensure QuickBooks' longevity, benefiting accountants who embrace change.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Harbor Compliance - https://uqb.promo/harbor

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:02) - The Positive Impact of Intuit's People and Culture
(04:16) - Reflecting on Intuit's Training and ProAdvisor Program
(08:37) - The Power of Feedback and Community Engagement at Intuit
(22:10) - A Closer Look at Intuit's Handling of Mailchimp and TSheets
(25:59) - Exploring QuickBooks Time and Its Integration Challenges
(26:48) - The Power of QuickBooks Time and Its Slow Rollout
(30:13) - Accountant-Approved Apps and the Need for Verification
(39:07) - QuickBooks Online: A User-Friendly Platform for Small Businesses
(45:01) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions
(50:01) - Embracing Change and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

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