Unofficial QuickBooks Accountants Podcast  Por  arte de portada

Unofficial QuickBooks Accountants Podcast

De: Hector Garcia CPA & Alicia Katz Pollock MAT
  • Resumen

  • 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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Episodios
  • A Deep Dive Into Bugs, Features and Specialized Industries
    May 23 2024

    In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its streamlined interface. Additionally, Hector shares insights from his recent videos focused on QuickBooks Online for construction and project-based accounting needs.

    Sponsors
    ClientHub- https://uqb.promo/clienthub
    Relay - https://uqb.promo/relay
    Blue Onion - https://uqb.promo/blueonion


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (02:20) - Recent Bug Fixes in Reports
    • (04:51) - Enhancements in Modern Reports
    • (07:52) - Custom Fields and Their Limitations
    • (13:21) - Navigating Price Rules and Invoice Updates
    • (17:32) - New Invoice Layout
    • (18:51) - Unveiling New Features and User Interface Changes
    • (30:36) - What Hector and Alicia Have Coming Up
    • (31:52) - Thanks to All of Our Listeners

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

    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
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    36 m
  • Tackling the Tax Deadline Madness
    May 16 2024

    On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potential solutions such as client handling of time-sensitive filings, promoting extensions, deadline-based pricing, while also highlighting some benefits of annual deadlines. They conclude by promoting Alicia's upcoming QBO class and Hector's accounting conference.

    Sponsors
    ClientHub- https://uqb.promo/clienthub
    Relay - https://uqb.promo/relay
    Melio - https://uqb.promo/melio


    • (00:00) - Introduction to the QuickBooks Accountants Podcast Rant Wheel
    • (08:25) - Exploring Solutions to Tax Season Burnout
    • (12:59) - The Benefits of Filing Extensions & Proactive Planning
    • (24:42) - Closing Thoughts 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 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
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    23 m
  • What Intuit Gets Right
    May 9 2024

    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
    ClientHub- 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) ask@uqapodcast.com

    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
    Más Menos
    52 m

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