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
  • Intuit Enterprise Suite Updates | Summer 2025
    Aug 15 2025

    Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.

    Sponsors
    Digits - https://uqb.promo/digits


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (01:38) - Hector's Recent Adventures
    • (04:05) - The Evolution of Pricing in Accounting
    • (05:58) - Intuit Enterprise Suite: Compliment Sandwich
    • (07:08) - Feedback on Intuit Enterprise Suite
    • (13:11) - Challenges with QuickBooks Online
    • (19:20) - New Features in Intuit Enterprise Suite
    • (25:29) - Multi-Entity Management in IES
    • (39:22) - Navigating Multi-Entity Chart of Accounts
    • (41:53) - Expense Allocation Enhancements
    • (47:30) - Intercompany Sales and Transactions
    • (56:13) - AI-Powered Cash Flow Forecasting
    • (01:00:22) - A Few More New Features
    • (01:07:27) - Milestones
    • (01:13:30) - Upcoming Training and Events

    Alicia’s upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907

    Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907

    Hector's App RightTool: https://righttool.app/
    Hector's Reframe Conference: https://www.reframeaccounting.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 podcast
    https://www.earmark.app/onboarding

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    1 h y 18 m
  • Better Security, Smarter Estimates, and Retroactive Payroll
    Aug 7 2025

    Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.

    Sponsors
    Digits - https://uqb.promo/digits

    https://www.firmofthefuture.com/product-update/july-2025-mpu/


    Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm

    3 CPE, intermediate-level class

    Register at http://royl.ws/restaurants?affiliate=5393907


    Resources

    LinkedIn Group: https://www.linkedin.com/groups/14630719/

    YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

    Email: unofficialquickbookspodcast@gmail.com

    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (02:07) - Enhancements in QuickBooks Bill Pay
    • (03:54) - Streamlined Workflow for Estimates and Deposits
    • (07:42) - QuickBooks Online Payroll Improvements
    • (10:56) - QuickBooks Live Expert Assist and Priority Service
    • (12:41) - Special Announcement: Restaurant Accounting Course
    • (14:23) - Conclusion and Closing Remarks
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    17 m
  • July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:
    Jul 31 2025

    Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.

    Sponsors


    • (00:00) - Introduction and Hosts' Catch-Up
    • (01:20) - Overview of July 2025 'In the Know' Session
    • (03:27) - ProAdvisor Community News and Upcoming Courses
    • (05:53) - QuickBooks on the Intuit Platform
    • (11:28) - New Features in QuickBooks Online
    • (19:24) - Bank Feeds Innovations
    • (30:39) - Navigating Action Buttons
    • (31:02) - Enhanced Grouping Features
    • (31:24) - AI Assistance in Transactions
    • (34:16) - Detecting Bank Fees
    • (34:55) - Combining Matches in Bank Feeds
    • (36:54) - New Accounting Agent Features
    • (39:39) - Context Gathering for Transactions
    • (43:28) - Anomaly Detection in Reports
    • (46:06) - Improved Reconciliation Process
    • (47:07) - Bill Pay Basic in All Plans
    • (54:05) - Training and Membership Updates

    In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharing


    Intuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing


    Sign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907


    Dan’s Links:

    Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

    Dan’s Blog on the AI Agents - https://snip.ly/UQAPAIAgents

    Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank

    QB Power Hour Webinar - https://www.qbpowerhour.com/

    https://www.schoolofbookkeeping.com/

    Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1


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    1 h
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