Unofficial QuickBooks Accountants Podcast

著者： Hector Garcia CPA & Alicia Katz Pollock MAT
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  • サマリー

  • Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia 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.
    @ 2023 Earmark Media LLC
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あらすじ・解説

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia 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.
@ 2023 Earmark Media LLC
ビジネス・キャリア 政治・政府
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エピソード
  • QBO Wishlist for 2025

    QBO Wishlist for 2025
    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 the way, they share insights about the evolving relationship between accountants and automation tools.

    Sponsors
    Coefficient - https://uqb.promo/coefficient
    RoboDebit - https://uqb.promo/robodebit
    MediaBooks - https://uqb.promo/mediabooks


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (00:53) - Rethinking Pop-Ups
    • (06:15) - QuickBooks Labs Revival
    • (09:04) - Public Roadmap and Feedback Transparency
    • (18:11) - Perfecting Autofill
    • (23:03) - Turning Off AI Features
    • (25:26) - Issues with Reporting Features
    • (28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials
    • (35:03) - Final Wishlist Item
    • (39:45) - What's New with Alicia and Hector

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

    Links/Apps Mentioned in this episode:

    • Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
    • Hector's App - RightTool www.righttool.app
    • Reframe 2025 Conference https://reframe2025.com/

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
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    45 分
  • Intuit Connect Floor Report

    Intuit Connect Floor Report
    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 impact how accounting professionals work with QBO in the coming months.

    Sponsors
    Zoho Expense - https://uqb.promo/zohoexpense
    Coefficient - https://uqb.promo/coefficient
    RoboDebit - https://uqb.promo/robodebit


    • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
    • (00:52) - Exploring Intuit Connect
    • (02:20) - Innovations in Dashboards
    • (05:00) - Payroll Enhancements
    • (16:11) - Sales and Income Tax Updates
    • (26:18) - New Features in QuickBooks Online for Accountants
    • (29:17) - Bank Feeds and Transactions
    • (33:45) - MailChimp Integration
    • (37:31) - BillPay and AP Automation
    • (47:28) - Conclusion 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 Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
    • Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
    • Hector's App - RightTool www.righttool.app
    • Reframe 2025 Conference https://reframe2025.com/

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
    続きを読む 一部表示
    45 分
  • December 2024 QuickBooks Updates: Training, Tax Forms, and Task Management

    December 2024 QuickBooks Updates: Training, Tax Forms, and Task Management
    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.

    Sponsors
    Fishbowl - https://uqb.promo/fishbowl
    Coefficient - https://uqb.promo/coefficient
    MediaBooks - https://uqb.promo/mediabooks


    • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
    • (02:35) - ProAdvisor Academy Overview
    • (06:08) - 1099 Enhancements in QuickBooks Online
    • (12:13) - New Work Center in QBOA
    • (17:42) - Conclusion 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 Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
    • Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
    • Hector's App - RightTool www.righttool.app
    • Reframe 2025 Conference https://reframe2025.com/

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
    続きを読む 一部表示
    21 分

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