Unofficial QuickBooks Accountants Podcast
Hector Garcia, CPA & Alicia Katz Pollock, MAT
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Top 10 Unofficial QuickBooks Accountants Podcast Episodes
Goodpods has curated a list of the 10 best Unofficial QuickBooks Accountants Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Unofficial QuickBooks Accountants Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Unofficial QuickBooks Accountants Podcast episode by adding your comments to the episode page.
Welcome To The Unofficial QuickBooks Accountants Podcast
Unofficial QuickBooks Accountants Podcast
09/01/23 • 40 min
On this inaugural episode of The Unofficial QuickBooks Accountants Podcast, Alicia and Hector recap all the latest features and changes coming to QuickBooks Online, including Mailchimp, custom reporting, workflow automation, and more. They also dive into the shifting QuickBooks Desktop landscape with price hikes, reduced access, and new capabilities on the horizon.
Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
OnPay - https://uqb.promo/onpay
Send your Questions/Comments (we could read/answer them on air) [email protected]This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
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Is QuickBooks Online Advanced a Worthwhile Investment for Your Business?
Unofficial QuickBooks Accountants Podcast
04/18/24 • 54 min
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 accountants and small business owners considering the move.
Sponsors
Client Hub- https://uqb.promo/clienthub
LiveFlow - https://uqb.promo/liveflow
Harbor Compliance - https://uqb.promo/harbor
- (00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
- (03:35) - Price Comparison: QuickBooks Online Advanced vs. Plus
- (05:50) - User Capacity: A Major Selling Point
- (07:17) - Forecasting: Advanced Budgeting Features
- (08:57) - Spreadsheet Sync: A Game-Changer for Budgeting
- (20:28) - Alicia's Correction About this Feature
- (22:49) - Batch Create Transactions
- (26:33) - Custom User Permissions: A Work in Progress
- (29:17) - Diving Into Report Customization and Limitations
- (31:11) - Workflow Automation and Task Notifications: A Closer Look
- (44:53) - QuickBooks Online Advanced Tech Support
- (46:39) - A Few Additional Features Not Listed on QuickBooks.com
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- QuickBooks Connect Conference www.quickbooksconnect.com
- Firm of the Future www.firmofthefuture.com
Artificial Intelligence Part 1
Unofficial QuickBooks Accountants Podcast
08/15/24 • 45 min
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 on the current state and future potential of AI in accounting. They emphasize the importance of accountants embracing AI while maintaining their value as human advisors and interpreters of financial data.
Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (01:13) - The Rise of ChatGPT
- (02:07) - AI Experiments in Accounting
- (03:28) - Challenges and Limitations of AI
- (07:00) - Training AI for Accounting
- (10:28) - Future of AI in QuickBooks
- (30:31) - Intuit Assist and AI Features
- (39:11) - Real-World Testing of AI
- (43:39) - Conclusion and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]
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
- Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
- QuickBooks Connect Conference www.quickbooksconnect.com
- QuickBooks Tricky Situations: http://royl.ws/QBOtricks
- Next-Level Accounting: http://royl.ws/NextLevelAccounting
- 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
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What Intuit Gets Right
Unofficial QuickBooks Accountants Podcast
05/09/24 • 51 min
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
- (04:29) - The Positive Impact of Intuit's People and Culture
- (05:43) - Reflecting on Intuit's Training and ProAdvisor Program
- (10:04) - The Power of Feedback and Community Engagement at Intuit
- (24:53) - A Closer Look at Intuit's Handling of Mailchimp and TSheets
- (28:42) - Exploring QuickBooks Time and Its Integration Challenges
- (29:31) - The Power of QuickBooks Time and Its Slow Rollout
- (34:28) - Accountant-Approved Apps and the Need for Verification
- (43:22) - QuickBooks Online: A User-Friendly Platform for Small Businesses
- (49:16) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions
- (54:16) - Embracing Change and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]
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
- Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
- QuickBooks Connect Conference www.quickbooksconnect.com
The "Reimagined" ProAdvisor Program
Unofficial QuickBooks Accountants Podcast
11/30/23 • 43 min
Hector and Alicia unpack Intuit's overhaul of their ProAdvisor program, including an updated point system, new status tiers and benefits, and how the changes intend to add more rigor and meaning to becoming a certified ProAdvisor.
Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (03:24) - Introduction
- (05:50) - History and core components of the ProAdvisor program
- (15:21) - Paid versions for Desktop software
- (21:59) - Expanded premium support access
- (29:08) - Points for clients using products, not sales
- (32:38) - New community and knowledge badges
- (35:43) - Popular reporting and banking badges
- (38:29) - Elite firm growth consultations
- (42:25) - Gold status details
- (43:36) - Incentivizing advanced certification
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
Concierge QuickBooks Online Setup Service
Unofficial QuickBooks Accountants Podcast
03/07/24 • 54 min
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 data to truly set clients up for success on the new platform.
Sponsors
Relay - https://uqb.promo/relay
ClientHub- https://uqb.promo/clienthub
- (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
- (01:41) - Introduction to Concierge Setup
- (02:25) - The Importance of Desktop Migration
- (04:18) - Understanding the Limitations of QuickBooks Online
- (05:59) - Setting Up Bank Feeds
- (12:21) - The Power of QuickBooks Online's Multi-Dimensional Features
- (20:57) - Leveraging Receipt Management and Capture
- (24:20) - Setting Up Report Defaults
- (27:59) - Check Printing and Online Bill Pay
- (29:20) - Custom Fields in QuickBooks Desktop and Online
- (31:28) - Advantages of QuickBooks Online Advanced
- (35:55) - Recreating Custom Reports in QuickBooks Online
- (39:25) - Customizing the QuickBooks Online Interface
- (43:13) - Using Delayed Charges and Credits in QuickBooks Online
- (44:35) - Setting Up Budgets in QuickBooks Online
- (46:49) - Different Approaches to QuickBooks Online Implementation
- (50:34) - Post-Conversion Cleanup in QuickBooks Online
- (52:33) - Wrap up and Remember to Subscribe
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- QuickBooks Connect Conference www.quickbooksconnect.com
- Firm of the Future www.firmofthefuture.com
QuickBooks Live Expert Assisted: A ProAdvisor’s Perspective
Unofficial QuickBooks Accountants Podcast
05/02/24 • 50 min
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 community, offering insights into how professionals can adapt and thrive in this changing landscape.
Sponsors
Relay - https://uqb.promo/relay
LiveFlow - https://uqb.promo/liveflow
Settle - https://uqb.promo/settle
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (02:04) - Exploring the New Service and Community Reactions
- (04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact
- (11:59) - Dissecting the Technicalities and Future Implications
- (16:01) - The ProAdvisor Community and Intuit's Evolving Strategy
- (23:23) - Exploring Paid Support Options and ProAdvisor Involvement
- (25:22) - Analyzing the Financial Viability of QuickBooks Support Services
- (27:33) - Opportunities and Challenges in Training and Staffing
- (31:54) - The Impact of Intuit's Strategies on the Accounting Community
- (36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions
- (39:00) - The Future of Accounting Software and Professional Relationships
- (46:55) - Upcoming Events and Conferences for Accounting Professionals
Send your Questions/Comments (we could read/answer them on air) [email protected]
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
- Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
- QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Online Introduces Chart of Accounts Templates
Unofficial QuickBooks Accountants Podcast
10/26/23 • 29 min
Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.
Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
OnPay - https://uqb.promo/onpay
- (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
- (03:01) - Custom report builder
- (06:06) - Hector and Alicia walk through the new chart of accounts templates
- (14:31) - Applying the template
- (22:12) - Hector and Alicia tried it out
- (25:34) - Other actions you can take after creating the COA
- (26:29) - Please submit feedback to Intuit
- (27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode!
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
- QuickBooks Connect Conference:www.quickbooksconnect.com
- Firm of the Future: www.firmofthefuture.com
This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
Reorganizing Your Lists in QBO
Unofficial QuickBooks Accountants Podcast
03/14/24 • 48 min
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 lists.
Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Webgility- https://uqb.promo/webgility
- (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast!
- (04:19) - Celebrating Six Months of Success and Growth
- (07:41) - Diving Into QuickBooks Online: Fresh Start Cleanup Opportunities
- (09:38) - Navigating the Chart of Accounts in QuickBooks Online
- (23:55) - Understanding and Managing Recurring Transactions
- (26:04) - Optimizing Products and Services for QuickBooks Online
- (30:01) - Exploring the Nuances of Locations in QuickBooks Online
- (34:43) - Maximizing the Use of Custom Form Styles
- (43:36) - Setting Up Terms to Streamline Payments
- (45:04) - Cleaning Up Classes and Locations for Better Organization
- (48:16) - Leveraging Attachments for Better Record Keeping
- (51:06) - Concluding Thoughts on QuickBooks Online List Management
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
- Hector's App - RightTool www.righttool.app
- Alicia's Training - RoyalWise http://royl.ws/uqapodcast
- QuickBooks Connect Conference www.quickbooksconnect.com
- Firm of the Future www.firmofthefuture.com
QuickBooks June 2024 Updates
Unofficial QuickBooks Accountants Podcast
06/27/24 • 40 min
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
- (01:58) - Recap of Scaling New Heights Conference
- (03:04) - The Importance of Community in Conferences
- (04:22) - Comparing Different Conferences
- (08:00) - QuickBooks Online Desktop App Updates
- (09:59) - Backdating Paychecks in QuickBooks Online Payroll
- (15:56) - Introducing Split Billing in QuickBooks
- (28:03) - I-9 Employment Verification via Workforce Portal
- (30:07) - QuickBooks BillPay Elite for Accountants
- (34:25) - Upcoming QuickBooks Updates and Price Changes
- (35:46) - Final Thoughts and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]
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
- Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
- QuickBooks Connect Conference www.quickbooksconnect.com
- QuickBooks Tricky Situations: http://royl.ws/QBOtricks
- Next-Level Accounting: http://royl.ws/NextLevelAccounting
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
Sign up to Earmark to earn free CPE for listening to this podcast
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
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FAQ
How many episodes does Unofficial QuickBooks Accountants Podcast have?
Unofficial QuickBooks Accountants Podcast currently has 64 episodes available.
What topics does Unofficial QuickBooks Accountants Podcast cover?
The podcast is about News, Tax, Accounting, Business News, Software, Podcasts, Technology and Cpa.
What is the most popular episode on Unofficial QuickBooks Accountants Podcast?
The episode title 'Welcome To The Unofficial QuickBooks Accountants Podcast' is the most popular.
What is the average episode length on Unofficial QuickBooks Accountants Podcast?
The average episode length on Unofficial QuickBooks Accountants Podcast is 43 minutes.
How often are episodes of Unofficial QuickBooks Accountants Podcast released?
Episodes of Unofficial QuickBooks Accountants Podcast are typically released every 7 days.
When was the first episode of Unofficial QuickBooks Accountants Podcast?
The first episode of Unofficial QuickBooks Accountants Podcast was released on Aug 26, 2023.
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