Unofficial QuickBooks Accountants Podcast Podcast Por Alicia Katz Pollock MAT arte de portada

Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

De: Alicia Katz Pollock MAT
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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.@ 2025 Earmark Media LLC Política y Gobierno
Episodios
  • PSA: Item Receipts in QBO Inventory
    Apr 9 2026

    QuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you.

    Sponsors
    Wurthy - https://uqb.promo/wurthy


    • (00:00) - Intro to Item Receipts
    • (01:25) - Desktop Origins Explained
    • (02:33) - PO Workflow and Missing Step
    • (04:05) - Date Problems and Enhanced Receiving
    • (06:06) - Inventory Offset Holding Account
    • (09:12) - Turning It On in QBO
    • (09:44) - Irreversible Setting and Backups
    • (11:32) - Testing Before You Commit
    • (12:07) - Bills Without Item Receipts Pitfall
    • (15:43) - Workflow Tips and Reporting Soapbox
    • (18:31) - Who Should Enable This
    • (19:52) - Inventory Roadmap and Wrap Up
    • (21:06) - Announcements and Final Thanks

    LINKS

    Alicia’s Upcoming Classes

    • Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907

    Dan’s Links

    • S of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
    • Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
    • Blog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
    • Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday


    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 podcast

    https://www.earmark.app/onboarding

    Más Menos
    26 m
  • Now You Know: March 2026 Recap of In the Know
    Apr 2 2026

    Alicia and Dan break down Intuit's March "In the Know" webinar, covering the biggest product updates coming to QuickBooks this spring. The headliner is a new Buy Now, Pay Later option powered by Affirm—available right inside QBO invoices, with no extra fees and no risk to the business owner. They also dig into Books Close pricing changes, a modernized payroll run table, and new recurring and bulk payment features in Bill Pay.

    Sponsors
    Wurthy - https://uqb.promo/wurthy


    Resources (there are EVEN MORE links in the slide deck!)

    • Intuit’s ITK Slide Deck with links and QR codes: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/ykjffDsdSgCZB7mBHr7K_March2026_ProAdvisor_InTheKnow_Handout.pdf
    • Vote for Alicia & Dan + your favorite ProAdvisor for Insightful Accountant’s Top ProAdvisor award, March 24 to April 26: https://survey.zohopublic.com/zs/00DALX?utm_campaign=21663829-2026%20Top%20ProAdvisor%20Awards&utm_source=2026topproadvisors_awardsportal&utm_medium=qrcodemurph
    • Call 1-877-222-1351 to get 2 QBO Advanced shells for $68.75 each
    • Webinars to learn about Intuit Enterprise Suite: https://ieswebinars.intuit.com/hub/ondemand?i=QHjqXHBPTxn-a8Bzak0SgO9aL-6dgfqR
    • QBO’s Accounting AI (Bank Feeds) improvements: https://www.youtube.com/watch?v=Upq8Qk538QA


    Alicia’s upcoming classes:

    • Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
    • 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907
    • Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907
    • Intuit Enterprise Suite class on June 2: http://royl.ws/intuit-enterprise-suite?affiliate=5393907


    Dan’s Links

    • S of B Blog on comparing Books Review and Books Close: https://www.schoolofbookkeeping.com/blog/what-s-the-difference-between-books-review-vs-books-close-is-it-worth-the-cost
    • Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
    • Blog on Item Receipts and Enhanced Inventory Receiving
    • Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday


    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 podcast

    https://www.earmark.app/onboarding


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    1 h y 7 m
  • Look What I Found!™: Business Tax, Customer Hub, Payroll Documents
    Mar 26 2026

    Tax season tunnel vision is real — and Intuit has been quietly rolling out some significant new features while you've been heads down. Alicia walks through the new Business Tax section (including AI-powered deduction suggestions and ProConnect Tax integration), a beefed-up Customer Hub with built-in contracts and appointment scheduling, and some welcome payroll improvements around document management and employee history. If you've been wondering what's behind those price increases, this episode might just answer that question.

    Sponsors
    UNC - https://uqb.promo/unc


    Alicia’s upcoming classes:

    • Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
    • 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907
    • Budgeting in QBO: http://royl.ws/budgeting?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 podcast

    https://www.earmark.app/onboarding


    Más Menos
    20 m
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