45 episodes

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.

Unofficial QuickBooks Accountants Podcast Hector Garcia, CPA & Alicia Katz Pollock, MAT

    • News

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.

    Is QuickBooks in Beta?

    Is QuickBooks in Beta?

    In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from. They also emphasize the importance of user feedback and suggest ways for Intuit to better engage with and compensate beta testers. Finally, they share their upcoming plans to attend and present at various accounting conferences and events.

    SponsorsClientHub- https://uqb.promo/clienthubG-Accon - https://uqb.promo/gacconBean - https://uqb.promo/bean
    (00:00) - Introduction to the Wheel of Rants
    (02:21) - QuickBooks Online Version Control Issues
    (06:43) - Intuit's Lean Startup Approach
    (17:23) - Impact on QuickBooks Users
    (26:06) - Developer Challenges with QuickBooks
    (31:21) - Reviving QuickBooks Labs
    (33:10) - Proposed Solutions for QuickBooks
    (34:35) - The Importance of User Feedback
    (40:42) - Paid Beta Testers and User Compensation
    (46:27) - Upcoming Conferences and Events
    (50:04) - Wrap Up and Future Plans
    Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

    • 52 min
    QBO New Features May 2024

    QBO New Features May 2024

    In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with inventory and agriculture software, using items in bank feed transactions, and bulk editing of categorized transactions. Hector and Alicia also talk about Intuit's new weekly "In the Know" content hub and additional updates like customer invoice reminders, invoicing via text, and journal entry batch imports.

    SponsorsClientHub- https://uqb.promo/clienthubBlue Onion - https://uqb.promo/blueonion
    (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

    (03:37) - QuickBooks Desktop Payroll Phase-Out Details

    (07:49) - New Integrations and Partnerships

    (11:31) - Recertification Season for ProAdvisors

    (13:56) - QuickBooks Live Strategy and Expert Assist

    (17:05) - QuickBooks Bill Pay

    (25:24) - Granular Permissions for QuickBooks Online Accountants

    (28:50) - Introduction to Intuit's Acronyms

    (29:04) - New Features in QuickBooks Bank Feeds

    (30:26) - Splitting Transactions and Sales Receipts

    (33:29) - Bulk Reclassification and Categorization

    (36:17) - In The Know Hub and QuickBooks Updates

    (39:03) - Customer Reminders and Text Message Invoicing

    (40:55) - Controversial QuickBooks Checking Fees

    (44:11) - Upcoming Time Tracking Features

    (44:42) - What's New With Hector and Alicia and Thanks for Listening
    Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/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.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccounting

    • 47 min

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