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. 5d ago

    Bank Feed Secrets with Kathy Grosskurth

    Alicia and Kathy Grosskurth of Bookkeeping Clean and Simple, two self-described bank feed geeks, walk through the revamped QuickBooks Online bank feed and the controls that let accountants decide how much to trust the AI. They cover the green, blue, and orange review signals, draggable columns, drag-and-drop attachments, grouping and sorting for large cleanups, new keyboard shortcuts, and automatic transfer pairing. They also dig into the new policy reviews and accounting settings, where each client’s required fields, review thresholds, and capitalization rules can be set. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotZamp - http://uqb.promo/zampVeltrix - http://uqb.promo/veltrix (00:00) - Welcome and Introductions (00:53) - Why Bank Feeds Matter (01:52) - AI Reset and Retraining (04:27) - Review Signals Explained (07:43) - Categorization History Tricks (08:45) - Customize the Banking Grid (12:21) - Attach Receipts Fast (15:07) - More Baby Gear Settings (18:06) - Warnings and Best Practices (21:12) - Batching With Group and Sort (23:35) - Posted Tab Auto Matching (25:54) - Keyboard Shortcuts and Focus Mode (28:08) - Account Switcher and Reorder (34:08) - Transfer Pair Matching (35:30) - Policy Reviews and AI Controls (41:29) - Guest and Host Updates (43:51) - Wrap Up and How to Engage LINKS Alicia’s Bank Feeds Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Find us at Intuit Connect in Booth 60! Connect with Kathy Grosskurth:Email: kathy@bookkeepingcleanandsimple.comWebsite: https://www.bookkeepingcleanandsimple.comYouTube: https://www.youtube.com/c/KathyGrosskurth/?sub_confirmation=1Schedule an Initial Discovery Phone Call: https://calendly.com/kathygrosskurth/freeconsult 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

    Bank Feed Secrets with Kathy Grosskurth

  2. 5d ago ·  Bonus

    Royalwise Will Be at Intuit Connect!

    Come find Royalwise in the Expo Hall at booth 60 at Intuit Connect! 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

  3. Oct 15

    An Abundance Mindset with Michelle Weinstein

    With the economy and the profession in flux, Alicia welcomes Michelle Weinstein, founder of The Abundant Accountant, to explain how scarcity thinking leads accounting firm owners to discount, give away free advice, and take on the wrong clients. Michelle breaks down the difference between marketing and sales, why every prospect should be qualified and diagnosed before a meeting, how to price on the value of the problem rather than your hours, and how to build confidence to re-enroll existing clients at higher fees. She also ties it all back to exit strategy, showing how the same habits that raise profitability also raise the multiple a buyer will pay for your accounting firm. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotZamp - http://uqb.promo/zampVeltrix - http://uqb.promo/veltrix (00:00) - Scarcity vs Abundance (01:33) - Meet Michelle Weinstein (02:52) - Words Shape Reality (07:01) - Stop Undervaluing Work (11:35) - Marketing vs Sales (14:01) - Qualification and Diagnostics (19:21) - Value Based Pricing (24:48) - Raise Fees Confidently (31:06) - Build for Acquisition (35:27) - Wrap Up and Next Steps (36:53) - Whats Going On (38:11) - Events and Closing LINKS 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

  4. Oct 8

    Look What I Found! Fall 2026

    Alicia is joined by Margie Remmers-Davis to round up the small QuickBooks Online changes they spotted between July and September, from the new jurisdiction-based sales tax report and the rare midyear IRS mileage rate increase to 76 cents, to QuickBooks Payroll becoming QuickBooks Workforce with a dedicated time off center and certified payroll reports. They also dig into bank feed posting policies and capitalization thresholds, the early-stage Customer Hub CRM, the AI-generated review summary, bulk chart of accounts cleanup, and new bill pay remittance and Vendor Direct options. Sponsors:Intuit Accountants - http://uqb.promo/intuitLink My Books - http://uqb.promo/linkmybooksPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix (00:00) - Welcome and Format (02:20) - New Sales Tax Report (03:53) - Mileage Rate Update (05:08) - Intuit Experts Tweaks (06:45) - Workforce Payroll Settings (10:42) - Bank Feeds Controls (13:31) - Posting Policies and AI (18:49) - ProAdvisor Tax Exemptions (19:29) - Undo Reconciliations Safely (23:49) - Customer Hub and CRM (27:10) - Intuit Spreading Too Thin (28:15) - When Built In CRM Helps (30:22) - New Customer Relationship Fields (33:34) - Customize QBO Interface (37:19) - Advanced Search Filters (39:06) - AI Review Summary Report (43:00) - Chart Of Accounts Cleanup (45:56) - Vendor Direct Explained (48:09) - Community Links And CPE (49:12) - New Nonprofit Course Launch (51:55) - Intuit Connect And Wrap Up 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=5393907Margies nonprofit class!https://goakadian.com/nonprofits 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

    Look What I Found! Fall 2026

  5. Oct 1

    Now You Know: In the Know Recap September 2026

    Alicia and Matthew "Spot" Fulton recap Intuit's September In the Know, where most of the session focused on the ProPartner Accountants program that replaces ProAdvisor in early 2027. They break down the five tiers, how points are earned, the new three-year revenue share, which certifications never need renewing, and why the timing of your first certification matters this fall. They also cover delegated onboarding for QuickBooks Payments and Bill Pay, plus the new tax return dashboards for ProConnect Tax users in Intuit Accountant Suite Accelerate. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotZamp - http://uqb.promo/zamp (00:00) - Welcome and Format (01:53) - How In the Know Works (02:39) - Community News and Events (05:14) - ProPartner Program Overview (06:55) - IAS Benefits and Support (13:42) - Revenue Share and Referrals (18:32) - Tiers Points and Certifications (31:14) - Delegated Bill Pay Onboarding (38:11) - ProConnect Tax Planning Insights (45:24) - Whats Around the Corner (46:04) - Alicias Upcoming Classes (49:06) - Wrap Up and Thanks LINKS Handout: https://staticassets.public-pr50.goldcast.io/event/6c8877ca-5f12-409a-808e-1df07754fc97/resources/1qXVtA2Sd7fNo6qGpV3A_September2026_ProAdvisor_InTheKnow_Handout.pdf Enabling Client Tax Insights in IAS: https://quickbooks.intuit.com/learn-support/en-us/help-article/tax-planning/enabling-accessing-client-tax-insights-intuit/L7f57S24k_US_en_USAlicia’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: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907QB Time Course: http://royl.ws/qbtime?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

    Now You Know: In the Know Recap September 2026

  6. Sep 24

    Go High, Go Low: Intuit’s Q4 Earnings Report

    Sponsors:Intuit Accountants - http://uqb.promo/intuitLink My Books - http://uqb.promo/linkmybooksPilot - http://uqb.promo/pilot (00:00) - Follow the Money Setup (01:32) - Q4 Scoreboard and Guidance (02:47) - Customer Growth Slowing (03:22) - QuickBooks Free and Lite (05:11) - Moving Upmarket Fast (06:30) - Accountants Drive Enterprise (07:38) - Accountant Suite and Advisory (08:45) - AI Native and Oversight (10:16) - Money at the Center (11:34) - Desktop and Mailchimp Watch (13:17) - Next Four Quarters Checklist (15:07) - Three Practical Actions (16:15) - Closing and Royalwise Updates 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=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

    Go High, Go Low: Intuit’s Q4 Earnings Report

  7. Sep 17

    IES Updates with Hector Garcia

    Alicia and Hector Garcia catch up on a full year of Intuit Enterprise Suite development, covering multi-entity consolidation with automatic eliminations, dimensions that now span every transaction (including a new AI dimension backfill for historical data), and construction features like WIP reporting, negative change orders, and AIA-style billing that now surpass QuickBooks Desktop Enterprise. They also dig into what's coming next for manufacturing and inventory, including multiple units of measure, and run through the IES features that have already trickled down into QBO Advanced, like cost groups, project phases, and proposals. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick (00:00) - Welcome and Setup (02:55) - What Is Enterprise Suite (08:11) - Pricing and User Limits (10:14) - Dimensions Deep Dive (11:26) - Multi Entity Consolidation (12:45) - Eliminations and Automation (16:59) - Chart of Accouants Control (19:28) - Construction Feature Leap (20:32) - WIP and Change Orders (21:33) - Permissions and Project KPIs (23:57) - AI Budget Imports (25:38) - AIA Billing and Roadmap (27:22) - Inventory and Manufacturing Push (31:45) - Nonprofit Future Plans (34:42) - August Dimension Updates (35:51) - AI Dimension Backfill (37:56) - Features Coming Downstream (38:24) - Cost Groups in Advanced (41:37) - Project Phases Pros Cons (43:59) - Proposals and E Signatures (45:58) - Calculated Fields and Orders (47:39) - Item Receipts Workflow (50:48) - Wrap Up and Next Recap (53:57) - Final Thoughts and Farewell 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 November! 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

    IES Updates with Hector Garcia

  8. Sep 10

    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
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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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