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On the show
From 11 epsHost
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Recent episodes
RIP Classic Reports, Long Live Modern (with Hector Garcia)
Apr 30, 2026
1h 18m 23s
Coming Soon to a QBO Near You (with Kirsten Thulborn)
Apr 23, 2026
26m 27s
User Experience with a Capital YOU: Kirsten Thulborn
Apr 16, 2026
57m 13s
PSA: Item Receipts in QBO Inventory
Apr 9, 2026
25m 52s
Now You Know: March 2026 Recap of In the Know
Apr 2, 2026
1h 06m 37s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/30/26 | RIP Classic Reports, Long Live Modern (with Hector Garcia)✨ | QuickBooks OnlineClassic Reports+3 | Hector Garcia | Intuit | — | QuickBooksClassic Reports+6 | Fishbowluqb.promo/fishbowl | 1h 18m 23s | |
| 4/23/26 | Coming Soon to a QBO Near You (with Kirsten Thulborn)✨ | QuickBooks featuresaccounting technology+3 | Kirsten Thulborn | Intuit | — | QuickBooksaccount locking+3 | Fishbowluqb.promo/fishbowl | 26m 27s | |
| 4/16/26 | User Experience with a Capital YOU: Kirsten Thulborn✨ | user experienceUI design+5 | Kirsten Thulborn | QuickBooksIntuit | — | user interfacedesign process+5 | WurthyCODE | 57m 13s | |
| 4/9/26 | PSA: Item Receipts in QBO Inventory✨ | QuickBooks Onlineitem receipts+3 | Dan DeLong | School of Bookkeeping | — | QuickBooks Onlineitem receipts+3 | WurthyCODE | 25m 52s | |
| 4/2/26 | Now You Know: March 2026 Recap of In the Know✨ | QuickBooks updatesBuy Now Pay Later+3 | Dan | QuickBooksBuy Now, Pay Later+4 | — | QuickBooksIntuit+5 | Wurthy | 1h 06m 37s | |
| 3/26/26 | Look What I Found!™: Business Tax, Customer Hub, Payroll Documents✨ | Business TaxCustomer Hub+4 | — | IntuitProConnect Tax+1 | LinkedInYouTube | Business TaxCustomer Hub+6 | UNCCODE | 19m 38s | |
| 3/19/26 | Intuit’s State of the Union FQ2 Report✨ | Intuit earnings reportQuickBooks performance+5 | — | QuickBooks OnlineTurboTax+5 | — | IntuitQ2 2026+8 | UNCCODE | 15m 33s | |
| 3/12/26 | Questions from the OWLS: Bank of Bob✨ | client bookkeepingbusiness expenses+3 | — | QuickBooksEarmark+2 | — | business expensesQuickBooks+3 | UNCCODE | 23m 31s | |
| 3/5/26 |  Keep Changing My Software! (Wheel of Rants)✨ | software changesAI impact+3 | Dan | CopilotPayroll Perfection Bundles+7 | — | software changesQuickBooks+5 | UNCCODE | 33m 29s | |
| 2/26/26 | QuickBooks February 2026 Releases: Bank Feeds, AI Deductions, and IES Construction Tools✨ | QuickBooks updatesAI in accounting+3 | — | QuickBooks OnlineIntuit Enterprise Suite+5 | — | QuickBooksIntuit+4 | UNC | 59m 35s | |
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| 2/19/26 |  Intuit Accountant Suite: Accelerate and Books Close Deep Dive✨ | Intuit Accountant SuiteBooks Close+5 | Dan DeLong | Intuit | — | Intuit Accountant SuiteBooks Close+6 | FutureView Systemsbez | 1h 07m 47s | |
| 2/12/26 |  Deep Dive: Let’s Make Sales Tax Less Taxing | Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:45) - Setting Up Sales Tax in QuickBooks Online (01:36) - Understanding Sales Tax Liabilities (05:27) - Configuring Products and Services for Sales Tax (08:40) - Managing Customer Sales Tax Settings (11:21) - Sales Tax Rate (17:58) - Using the Sales Tax Center (23:18) - Reconciling and Adjusting Sales Tax Payments (25:22) - Handling Uncollectible Invoices and Special Cases (26:57) - Third-Party Apps for Complex Sales Tax Needs (27:27) - Conclusion and Further Learning Resources LINKSAlicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 31m 11s | ||||||
| 2/5/26 |  We’re STILL at Intuit Connect! | Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts' Banter (00:45) - Intuit Connect Experience (01:37) - Intuit Enterprise Suite for Construction (03:24) - New Features in Intuit Enterprise Suite (08:04) - Challenges and Solutions in Intuit Enterprise Suite (15:12) - MailChimp Integration with QuickBooks (24:57) - Customer Hub Overview (29:19) - Exploring New Features in Online Bill Pay (30:18) - AI and Machine Learning in Bill Processing (33:46) - Bill Payment Speeds and Security Measures (37:20) - Accountant Tools and Client Management (41:03) - Recurring Invoices and Customer Dashboards (42:28) - Lending Options and Financial Products (47:09) - Upcoming Courses and Collaborations LINKSCustomer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107Alicia’s current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907 Dan’s LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 51m 39s | ||||||
| 1/29/26 | Year-End QBO Cleanup | Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:25) - Year-End Cleanup for Tax Time (02:30) - Importance of Accurate Bookkeeping (04:32) - QuickBooks Tools for Cleanup (14:49) - Reconciling Accounts Properly (18:19) - Categorizing Transactions Correctly (20:51) - Adjusting Inventory and Equity (24:42) - Analyzing Reports for Anomalies (26:03) - Conclusion and Class Promotion Alicia’s current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 29m 13s | ||||||
| 1/22/26 | The Canny Can-Can | Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts (00:36) - Importance of Feedback (01:24) - History of QuickBooks Feedback Systems (02:01) - Current Feedback Methods (03:04) - Feedback Processing and Action (04:43) - Using Loom for Feedback (06:36) - Introduction to Canny Boards (10:14) - Navigating the Canny Boards (17:59) - Submitting Effective Feedback (19:13) - Encouragement to Use Canny Boards (21:51) - Upcoming Events and Classes (25:52) - Conclusion and Final Thoughts LINKSCheck out Canny at intuit.canny.ioAlicia’s current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907 Margie’s Free Class Friday: www.akadian.com/lockerroomWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 26m 33s | ||||||
| 1/15/26 | 1099 Reasons to Love January | Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:19) - Diving into 1099 Forms (01:53) - Understanding 1099 Compliance (04:43) - Different Types of 1099 Forms (06:46) - QuickBooks and 1099 Management (07:25) - W-9 Forms and Common Mistakes (09:54) - Independent Contractors vs. Employees (13:34) - Who Needs a 1099? (17:56) - Payment Methods and 1099 Exemptions (22:59) - Using QuickBooks for 1099 Filing (29:24) - Filing and Correcting 1099s (41:33) - Conclusion and Additional Resources Alicia's Current Classes1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 45m 19s | ||||||
| 1/8/26 | Now You Know; QuickBooks December 2025 Updates | Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more: https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 27m 56s | ||||||
| 1/1/26 | New Year, New Innovations! | Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:48) - QuickBooks Online Innovations (01:44) - Bank Feed Enhancements (06:56) - Client Requests and MasterCard Integration (18:27) - Operational Software Hurdles Removed (19:27) - Text-Based Payroll Management (22:00) - Document Management and Employee Onboarding (28:12) - Tax Impounding and Auto Filing (35:02) - Intuit Intelligence and Business Analytics (42:46) - Upcoming Classes and Events LINKSAlicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Connect with DanSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour Webinar 1099 Strategies: Is QB Enough? - https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 47m 23s | ||||||
| 12/25/25 | Christmas Gifts from Intuit!(Look What I Found Dec 2025) | Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to the Christmas Edition (00:59) - QuickBooks Online: New Features and Improvements (01:41) - Account and Settings Updates (02:47) - Banking Feed Enhancements (04:55) - QuickBooks Time Integration (07:04) - Sales Tax Center (17:05) - Modern Reports: New Features (21:03) - Backup and Restore Utility (23:44) - Payroll Agent and Time Tracking (26:25) - Upcoming Classes and Final Thoughts LINKSAlicia’s QBO classes related to this episode:Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Sales Tax: http://royl.ws/SalesTax?affiliate=5393907QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907Alicia’s Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907Alicia’s Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907Rewind for backups: http://royl.ws/RewindAlicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 30m 26s | ||||||
| 12/18/25 |  How Sweet It Is: Intuit Accounting Suite | SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKSMentions in episode: Alicia’s Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390 DanIntuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 44m 54s | ||||||
| 12/11/25 | But How Do We REALLY Feel? | Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:20) - Conference Recap and Key Questions (01:07) - Personal Reflections and Gratitude (02:15) - Addressing Criticism and Misconceptions (04:58) - Feedback from the Community (05:38) - AI and Future Features (09:21) - Concerns About Software Stability (11:00) - Call for Stability and Consistency (12:38) - Viral Facebook Rant (24:14) - ProAdvisors' Plea to Intuit (29:19) - Positive Feedback and Gratitude (32:52) - Upcoming Classes and Conclusion Alicia’s upcoming classes: Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 36m 09s | ||||||
| 12/4/25 |  What's New in QuickBooks: November In the Know Recap | Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:37) - ProAdvisor Community News (01:15) - AI Innovations and Bank Feed Updates (02:46) - Intuit Accountant Suite (09:08) - ProAdvisor Program Evolution (10:03) - New Resources and Tools LINKSIntuit’s Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_linkIn the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharingAlicia’s upcoming classes: QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 17m 39s | ||||||
| 11/27/25 | Gratitude for Growth | Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning client management, pricing models, hiring decisions, and even practice sales. She closes with reflections on what makes this work meaningful during a time of industry change.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Thanksgiving Theme (00:26) - The Glad to Be Here Mindset (02:13) - Impactful Changes: Client Management (04:13) - Impactful Changes: Pricing Models (04:47) - Impactful Changes: Hiring Practices (06:40) - Impactful Changes: Practice Management (09:46) - Impactful Changes: Personal Growth (11:23) - Impactful Changes: Career Pivots (12:35) - Impactful Changes: Selling Practices (13:31) - Conclusion and Gratitude LINKSAlicia’s upcoming classes: Credit Cards in Business, Dec 2: http://royl.ws/QBO-credit-cards?affiliate=5393907Expense Management in QBO, Dec 4: http://royl.ws/expenses?affiliate=5393907, sponsored by Forwardly (https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock)QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 19m 05s | ||||||
| 11/20/25 |  Conference Season Recap | Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe's focus on value-based conversations, and reflects on how each conference served different professional needs. Plus, hear direct feedback from conference attendees about their biggest takeaways and what Alicia learned about working nomadically while staying productive on the road.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:22) - Conference Recap: Women Who Count (06:47) - Conference Recap: Intuit Connect (10:49) - Conference Recap: Reframe (15:29) - Panel Discussion: Insights from Intuit Connect (28:33) - Living the Nomadic Life (30:34) - Upcoming Classes and Final Thoughts LINKSAlicia’s upcoming classes: QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 34m 00s | ||||||
| 11/13/25 | Look What We Found: November 2025 | Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (00:48) - QuickBooks Online Refresh and New Features (02:48) - Banking Feeds Innovations (04:49) - Attachments and Tags in Banking Feeds (06:46) - New Payments Box and Sales Tax Issues (13:10) - QuickBooks Online for Accountants Beta (21:07) - Accountant Users Join Business Network (24:43) - Customer Center Beta Test (25:13) - Introduction to Customer Filters (26:25) - Feedback on the Money Bar (27:53) - New Search Filter Features (28:42) - Customer Status and Types (29:35) - Billing City Filter and Search Bar Issues (32:14) - Customizing Columns and Filters (33:54) - Advanced Transaction Search (38:39) - Upcoming Events and Conferences (41:31) - Conclusion and Final Thoughts LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Alicia’s upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsMargie’s Free Class Friday:www.akadian.com/lockerroomBUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding | 43m 50s | ||||||
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