Unofficial QuickBooks Accountants Podcast

Alicia Katz Pollock, MAT
  • 4.8 (45)
  • Business News

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.

  1. 1d ago

    Pilot, Not Autopilot

    Alicia sits down with Jessica McKellar, CEO and founder of Pilot, to unpack Meridian, the AI accounting platform built over a decade and stress-tested across thousands of month-end closes before its public launch this year. Jessica walks through how it handles reconciliations, supporting schedules, and firm-specific policies natively, executes both recurring close checklists and ad hoc requests like revenue restatements, and why she thinks the shift will let accountants spend less time on mechanical work and more on judgment and advisory, changing how firms and individual accountants get paid in the process. Sponsors:Intuit Accountants - http://uqb.promo/intuitLink My Books - http://uqb.promo/linkmybooksPilot - http://uqb.promo/pilot (00:00) - Welcome and Guest Intro (00:43) - Pilot Mission and Origins (03:49) - Meridian Explained (05:30) - Who Meridian Is For (08:35) - Purpose Built Close Engine (09:57) - Reconciliations and Controls (16:01) - Iron Man Suit for Accountants (19:00) - Setup and Daily Workflow (22:49) - Data Feeds and Integrations (25:02) - Stripe Rev Rec and Ecommerce (27:33) - Autonomous Close and Review (34:40) - Modules and Ad Hoc Tasks (40:21) - Economics and Industry Impact (42:35) - How to Learn More (44:16) - Whats Going On in Your World (47:43) - Wrap Up and Farewell LINKS AI in QBO: http://royl.ws/AI?affiliate=5393907Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907We 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

    Pilot, Not Autopilot

  2. Sep 3

    3rd Anniversary Celebration with Hector Garcia

    For UNQBA's third anniversary, Alicia welcomes back the podcast's original co-host, Hector Garcia, to look at how the industry has shifted since they started, from the rise of AI-native ledger alternatives like Xero, Digits, and Puzzle to Intuit's course correction on QuickBooks Live and Intuit Experts after accountant backlash. They dig into what "nail the basics" actually means inside Intuit, why the human relationship in accounting still matters even as AI handles more of the busywork, and what they're each watching for out of Intuit Connect and the 2027 rollout of Intuit Accountant Suite. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick (00:00) - Anniversary Kickoff (02:03) - Industry Shifts and New Rivals (03:38) - AI First Accounting Platforms (08:04) - Spite Switching and Multi Ledger (10:36) - QuickBooks Live Backlash (14:23) - Repositioning Experts and Value (19:59) - Markets Are Conversations (25:38) - Training and ProPartner Future (29:48) - Accountants Split on AI (36:47) - Human Value in an AI World (41:10) - Hector Updates Right Tool Reframe (45:51) - Alicia Courses and QBO Deep Dives (48:47) - Wrap Up and Next Episode LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Come to Miami in Novemeber! Events.reframeaccounting.comCheck out Hector’s RightTool: www.righttool.appWe 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

    3rd Anniversary Celebration with Hector Garcia

  3. Aug 27

    Now You Know: In The Know August 2026 Recap

    Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers.Sponsors:Intuit Accountants - http://uqb.promo/intuitLink My Books - http://uqb.promo/linkmybooksPilot - http://uqb.promo/pilot (00:00) - Welcome and Updates (01:12) - What Is In the Know (03:34) - CPE and How to Watch (04:19) - ProAdvisor News and Webinars (06:33) - Intuit Connect and Workforce Updates (09:21) - Enterprise Suite Polls and Wishlist (13:47) - IES Intercompany Automation (18:40) - Dimensions and Reporting Upgrades (21:44) - Early Access and Beta Features (23:36) - Sales Tax Reports Overhaul (29:32) - New Sales Tax Reports (31:58) - Drilldowns and Custom Views (33:53) - Whats Coming Next (35:52) - Automated Tax Filing Notes (36:11) - Construction Project Phases (38:55) - AIA Billing Workflow (40:55) - Change Orders Upgrade (44:02) - Playbooks in IAS (47:28) - Client Setup Templates (49:57) - Rollout Questions and Pricing (53:18) - Resources and Toolkit (54:26) - Hosts Updates and Wrap LINKS Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses: AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Customizing QBO: http://royl.ws/CustomizingQBO?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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

    Now You Know: In The Know August 2026 Recap

  4. Aug 20

    Most Impactful Change I Made This Year

    Alicia hits the road with a series of "woman on the street" interviews recorded at BDO's Evolve conference, WAVE Seattle, and Scaling New Heights. This episode covers her question about the most impactful change attendees made this year, with answers ranging from hiring key staff and switching tax software to setting boundaries with clients and finding new ways to give back to the community, painting a picture of an industry investing as much in its people as its tech stack. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick (00:00) - Podcast Setup (01:18) - Giving Back Stories (02:06) - Big Goals Achieved (03:20) - Personal Growth Wins (04:45) - New Client Services (06:18) - Hiring And Delegation (08:43) - Tech Changes In Firms (10:50) - Wrap Up And Next Series (11:19) - Host Update And Training LINKS The Conferences where these clips were recorded: BDO EVOLVE 2026: https://conference.bdoalliance.com/WAVE-Seattle: https://www.instagram.com/wave.seattle/Scaling New Heights: https://www.woodard.com/scaling-new-heights-2027-aboutAlicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses: AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907We 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

    Most Impactful Change I Made This Year

  5. Aug 13

    Pricing vs. Features: Where's the Beef?

    Alicia and Matthew "Spot" Fulton break down the August pricing changes and the features behind them, from smarter bank feed matching and locked parent accounts to Bill Pay Elite now included in Advanced at no extra cost. Alicia also shares her own list of under-the-radar upgrades, like invoice deposits held as true liabilities and drag-and-drop bill capture, that she used to answer a Redditor questioning the price hike, plus a fraud warning on why bill approval workflows are worth turning on now. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot (00:00) - Cold Open and Introductions (00:34) - Where’s the Beef Pricing vs Features (01:48) - Interface Changes and Faster Fixes (03:03) - Canny Board and Feature Feedback (04:24) - How We Message Clients (05:59) - Pricing FAQ Article Walkthrough (06:26) - Bank Feeds Smarter Categorization (08:15) - PayPal Matching and Duplicates (09:15) - Docs Requests and Bank Feed Tweaks (09:59) - Lock Parent Accounts (10:25) - Invoicing Automation and Reminders (11:20) - Bulk Edits and Payment Alerts (11:46) - Intuit Experts and Expense Policies (14:08) - Modern Reports and Management Packs (14:37) - Intuit Assist Business Intelligence (15:57) - KPIs Dashboards for Essentials Plus (16:54) - What’s New in QBO Advanced (17:03) - Advanced Reporting Suite Forecasting (17:41) - Bill Pay Elite Included in Advanced (18:28) - Construction and Project Features (19:30) - Continuously Clean Books Explained (20:54) - New Pricing Table Breakdown (21:47) - Which AI Features by Tier (24:07) - Intelligent Onboarding and Add Ons (25:06) - Bill Pay Basic vs Elite and ACH (26:12) - Affirm Buy Now Pay Later (27:27) - Autopilot Invoicing Beta (27:58) - Unprocessed Payments Warning (29:56) - Pricing Tiers Recap (31:12) - When Price Changes Hit (33:25) - Bill Pay Pricing Overhaul (35:11) - Fraud Prevention Workflows (36:56) - ProAdvisor Discounts Notes (37:50) - Features Justify Increase (38:47) - Customer Hub And Scheduling (39:57) - Deposits And Recurring Payments (41:46) - Inventory And Banking Feeds (43:23) - Drag And Drop Bill Capture (45:53) - Custom UI And Smart Search (47:18) - Modern Reports Resolution Center (49:23) - Wrap Up Classes And Projects LINKS New QuickBooks Pricing: https://www.firmofthefuture.com/product-update/quickbooks-price-changes/ August Product Updates: https://www.firmofthefuture.com/product-update/quickbooks-online-improvements-august-2026/#feedback Alicia’s upcoming classes: Intuit Enterprise Suite, Aug 19 but date might change: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASWe 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

    Pricing vs. Features: Where's the Beef?

  6. Aug 7

    QuickBooks Live is Dead, Long Live Intuit Experts

    QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick (00:00) - Welcome and Setup (01:12) - QuickBooks Live Ends (02:47) - What Makes an Expert (07:08) - Firm of the Future Article (11:03) - Who Intuit Experts Serve (13:41) - Pro Partner Matching Network (15:35) - Services Built Into QBO (17:31) - Breaking Down New Services (21:36) - Consent and Default Off (25:57) - Intelligent Onboarding (28:50) - Cross Sell and Workforce (34:18) - Do They Compete With Firms (38:16) - Marketing Toggle Recap (38:52) - Unknown Accountant Status Rules (40:17) - Overlap Services Confusion (43:52) - Onboarding Versus Suppression (45:52) - Where Controls Live (46:28) - Client Versus Firm Billing (49:55) - Expert Hub Visibility (52:51) - QuickBooks Live Rebrand (56:39) - Why Intuit Changed Course (59:42) - What To Do Now (01:05:11) - ProPartner And Suite Updates (01:06:40) - Wrap Up And Community (01:07:32) - Hosts Updates And Outro LINKS Intuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/Alicia’s upcoming classes: 3rd Party App Exploration, Aug 12: http://royl.ws/3rdpartyIntuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASDan’s School of Bookkeeping blog on AI/Claude: Connect Claude to QuickBooks Online?: https://www.schoolofbookkeeping.com/blog/QBOClaude What Specifically can Claude do in QuickBooks Online: https://www.schoolofbookkeeping.com/blog/what-specifically-can-claude-do-in-quickbooks-online No, AI Isn't Coming for Your Bookkeeping Job: https://www.schoolofbookkeeping.com/blog/AIinAccounting1 The Blind Spots Automation Can't See (Yet): Where QuickBooks AI Still Needs a Human: https://www.schoolofbookkeeping.com/blog/AIinAccounting2 How to Become the Human Your Clients (and Their AI) Actually Need: https://www.schoolofbookkeeping.com/blog/AIinAccounting3 Schoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

    QuickBooks Live is Dead, Long Live Intuit Experts

  7. Jul 30

    Karla Uribe, Intuit’s Director of Product Management, IAS

    Alicia sits down with Karla Uribe, Intuit's Director of Product Management for the Accountant Segment, to unpack the vision behind Intuit Accountant Suite. They dig into the new Books Close and Client Insights features, how pricing and the ProPartner tiers will work, and what migrating from QBOA actually looks like in practice. Karla also addresses the AI skepticism accountants have voiced online and shares what she hopes the platform will mean for firms two years from now. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix (00:00) - Welcome and Guest Intro (01:15) - Karla Role and Motivation (02:48) - Why Intuit Accountant Suite (05:38) - Feedback Shaping Features (09:52) - AI in QuickBooks Reality Check (13:01) - Fitting IAS Into Tech Stacks (16:48) - Multi Platform Vision (18:43) - Switching From QBOA to IAS (23:21) - New Features and Pricing Window (25:10) - Books Close Overview (26:13) - Books Close Workflow Details (28:53) - Templates and Firm Standards (31:42) - Co-Building With Accountants (34:31) - Client Insights Pricing (36:16) - Inside Client Insights Dashboard (38:38) - Benchmarks And Niche Trends (41:02) - Avoiding Dashboard Overload (43:38) - From Compliance To Advisory (45:22) - Real Anomaly Detection Story (47:23) - Reliability Nail The Foundations (49:56) - Staying Updated And Changelog Idea (51:35) - AI Features That Change Firms (54:14) - Lightning Round Favorites (57:00) - Myths About Intuit Listening (58:26) - Wrap Up And Whats Next LINKS Intuit Connect ON: Firm of the Futurehttps://www.firmofthefuture.com/Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ Intuit Connect Conference, Oct 26-28: https://www.intuit.com/intuitconnect/Dan & Alicia’s deep dive into Books Close and IAS: uqb.show/130 Margie & Alicia pontificate about “ProAdvisor” vs. “ProPartner”: uqb.show/150Alicia’s upcoming classes: 3rd Party App Exploration, Aug 12: http://royl.ws/3rdpartyIntuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASWe 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

    Karla Uribe, Intuit’s Director of Product Management, IAS

  8. Jul 23

    Now You Know: In the Know July 2026 Recap

    Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix (00:00) - Welcome and Introductions (01:12) - Why Now You Know (02:58) - Community News Roundup (05:11) - Intuit Connect Details (05:41) - Product Improvements Poll (06:54) - Speed Issues and Router Tips (08:17) - Meaningful Improvements Wish List (10:34) - Bank Feed Matching Updates (13:54) - Dashboard and Shortcuts (16:18) - Reports and Sign In Changes (18:11) - AI Plus HI Services (19:39) - Accountants as Customers (22:35) - Intuit Experts Guardrails (27:47) - Auto On Billing Concerns (28:49) - Bank Feeds Expert Review (30:34) - Pricing Data Access Questions (32:34) - Accountant Suite Adoption Poll (34:13) - Multi Tab Workflow Upgrade (35:48) - Unified Inbox Portal (41:37) - Accelerate Firm Insights (45:35) - Accelerate Pricing Books Close (46:58) - Resources Training Wrap Up LINKS Handout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdf Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/  Useful IAS resources: https://digitalasset.intuit.com/render/content/dam/intuit/accountant-channel/en_us/ias/from-qboa-to-ias-customer-leave-behind.pdfhttps://quickbooks.intuit.com/accountants/intuit-accountant-suite/https://www.firmofthefuture.com/product-update/checklist-switching-to-intuit-accountant-suite/August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

    Now You Know: In the Know July 2026 Recap
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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.

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