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. The ProPartner Paradox

    1d ago

    The ProPartner Paradox

    Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program's transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn't make it into last week's episode. Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot (00:00) - Welcome Back Catch Up (01:15) - ProPartner Paradox Setup (05:24) - Why The Name Change (08:43) - Pricing Shock Story (15:26) - Partner Means Affiliate (22:10) - Badges Vs Benefits (25:45) - Directory Leads Changes (27:32) - Spam Kills Lead Form (29:15) - Directory Future Changes (31:06) - Tier Requirements Debate (33:50) - Better Client Matching (34:57) - Fall Points Preview (35:45) - Certification Season Timing (38:17) - New Tier Benefits (41:50) - Expanded Support Hours (44:36) - Closing Thanks Intuit (46:25) - CAS Academy Update (50:18) - Alicia Fall Training Plans (51:31) - Final Wrap Up LINKS New QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/ July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907 CAS Academy https://goakadian.com/cas-academy 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

    52 min
  2. Now You Know: ITK June 2026 Recap

    Jul 2

    Now You Know: ITK June 2026 Recap

    Alicia and Dan break down June's In the Know session, starting with the big one: QuickBooks Online Accountant is being discontinued on December 31, 2026, with Intuit Accountant Suite taking its place. They cover the modern reports rollout timeline, new consolidation and elimination tools in Intuit Enterprise Suite, and the ProAdvisor program's transformation into the tiered ProPartner Accountants program, including revenue share changes and expanded benefits. Sponsors:Intuit Accountants - http://uqb.promo/intuitSTR Search - http://uqb.promo/str (00:00) - Podcast Welcome (00:37) - Scaling New Heights Buzz (02:04) - New Sponsor Update (03:19) - Screen Share Format (04:40) - June 2026 Recap Intro (06:07) - ProAdvisor Awards Shoutouts (07:24) - QBOA Sunset Reminder (10:00) - Advanced Bundle Deals (10:39) - Events and CAS Training (13:02) - Modern Reports Overhaul (15:35) - Why Reports Are Changing (18:57) - Modern Reports Timeline (19:50) - Recent Report Fixes (22:42) - Customization Improvements (25:30) - Modern Reports Updates (25:45) - Canny Boards Feedback (26:45) - Enterprise Consolidations Demo (28:30) - Intercompany Eliminations Tools (30:34) - Early Access Beta Features (31:19) - Accountant Revenue Share Boost (32:56) - ProPartner Program Overview (35:22) - Support and Revenue Share Changes (37:46) - IAS Accelerate Top Tier (38:41) - Training and Team Management (39:38) - Community Pipeline and Awards (41:28) - Tiers and Readiness Poll (45:41) - Wrap Up and Next Steps LINKS In the Know Recording: https://intuit.ondemand.goldcast.io/on-demand/4e46b94e-346a-4981-9971-f4d88f47788c In the Know Handouts: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/uiktKVQT5OYNhEwMD4uQ_June2026_ProAdvisor_InTheKnow_Handout.pdf Previous Episodes Mentioned:The Canny Can Can - uqb.show/125 July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907 Alicia’s book on Amazon: http://royl.ws/conversion-book Dan’s School of Bookkeeping blog on Realm Consolidation: https://www.schoolofbookkeeping.com/blog/making-realm-consolidation-easy-a-practical-guide-for-accountants  Dan’s Links 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

    50 min
  3. Intuit’s Q3 Earnings Report

    Jun 25

    Intuit’s Q3 Earnings Report

    Intuit's Q3 fiscal 2026 earnings call was packed with numbers, and with her co-hosts sitting this one out, Alicia goes through them one by one to explain what each actually signals for bookkeepers, accountants, and QuickBooks users. She breaks down the strength of QuickBooks Online and mid-market growth, the slowdown in Desktop and Mailchimp, AI already running at scale, the shift toward assisted tax, and what the August pricing and packaging changes mean for your clients. She also steps off-script to share why she thinks Intuit raised prices before users were ready, and previews the deeper episodes coming on pricing and the ProPartner program. Sponsors:Intuit -  http://uqb.promo/intuitAqqrue - http://uqb.promo/aqqrueSTR Search - http://uqb.promo/str (00:00) - Welcome and Setup (01:25) - How to Read Earnings (02:49) - Companywide Results (05:09) - QuickBooks Segment Growth (08:15) - QBO Plans and Pricing (09:33) - Services Payments Payroll (12:14) - Desktop and Migration (13:18) - Mid Market Enterprise Push (15:02) - Mailchimp Reality Check (16:53) - AI at Scale (17:40) - August Pricing Shakeup (23:07) - Accountants as Customers (24:51) - Workforce Cuts and Margins (26:41) - TurboTax Trends (30:43) - Credit Karma Monetization (34:13) - Pro Tax and Wrap Up (35:58) - Training Course and Goodbye LINKS July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia’s book on Amazon: http://royl.ws/conversion-book 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

    38 min
  4. QBO Snooze You Lose!

    Jun 18

    QBO Snooze You Lose!

    Alicia runs through the latest round of Intuit announcements, including invoice deposits, garnishment tracking in Payroll, batch bill pay for up to 50 payments at once, and a redesigned review-and-pay screen that now shows clients every open invoice. She also gets a little cynical about Intuit's growing push to surface its own experts inside QuickBooks, where clients can connect directly with Intuit for setup, bookkeeping, and tax help. It wraps with a hands-on look at the new CAS revenue calculator at firmofthefuture.com and what it reveals about firm benchmarks and advisory pricing. Sponsors:Intuit -  http://uqb.promo/intuitAqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr (00:00) - Welcome and Overview (00:29) - Better Together Tour (01:48) - Accountant Suite Training (03:14) - Modern Reports Update (04:21) - Invoice Deposits Changes (06:24) - Customer Payment Portal (08:02) - Payroll Garnishment Tracking (09:47) - Batch Bill Pay Upgrade (10:15) - Intuit Experts Pushback (13:19) - Cash Flow Tools Coming (14:28) - CAS Revenue Calculator (24:51) - Hands On Training Class (28:17) - Wrap Up and Goodbye LINKS Firmofthefuture.comAlicia’s book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: 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

    29 min
  5. 17% Layoffs, 83% Reorg

    Jun 11

    17% Layoffs, 83% Reorg

    Intuit just cut 17% of its workforce, roughly 3,000 employees, and Alicia is joined by Dan DeLong and Matthew "Spot" Fulton to unpack what actually happened and why it isn't the AI story everyone assumed. Drawing on Dan's 18 years inside the company, they break down the real drivers behind the cuts, the unusually generous severance packages, the closing of the Reno and Woodland Hills offices, and the three big bets shaping Intuit's future. They also dig into the uncertain fate of MailChimp and what the mid-market pivot signals for ProAdvisors and the QuickBooks community. Sponsors:Intuit - http://uqb.promo/intuitAqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr (00:00) - Intuit Layoffs Overview (01:57) - Why Layoffs Happen (03:01) - Dan Layoff Story (04:58) - Restructure Not AI (06:23) - Details and Office Closures (09:42) - India and Global Impact (11:50) - Culture and Job Mobility (14:15) - Severance and Support (19:20) - Layoffs and Career Growth (23:15) - Letter Management Layers (27:36) - Customer Support Outsourcing (30:43) - Strategic Hubs and Remote Work (33:18) - TurboTax Credit Karma Merge (34:13) - Restructuring Around Customers (35:18) - Three Big Bets Explained (35:55) - AI Native Done For You (36:58) - Center Of Money Push (39:05) - Mid Market Expansion (40:31) - MailChimp Cuts And Risks (44:19) - Divestiture Rumors And AI (48:12) - SMB Churn And Competition (50:18) - Closing Thoughts And Thanks (51:17) - What’s New With Hosts (51:52) - Scaling New Heights Plans (54:01) - Alicia Events And Training (57:11) - Awards And Final Wrap LINKS Intuit Account login episode: uqb.show/81  Dan’s School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRpSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/  Alicia’s book on Amazon: http://royl.ws/conversion-book July 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE 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

    59 min
  6. Now You Know, In the Know May 2026

    Jun 4

    Now You Know, In the Know May 2026

    Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30. Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr LINKS Intuit’s In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharingRightTool: RightTool.app, use code ROYALWISE for 20% offBooks Close episode: uqb.show/130Dan’s School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan’s Links Schoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia’s new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE 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

    1h 8m
  7. BDO Alliance Evolve 2026 Recap

    May 28

    BDO Alliance Evolve 2026 Recap

    Alicia shares her experience at BDO Evolve 2026, covering the relationship-building mindset that changed how she approached the entire conference and a session on Gen Z in the workplace that has her rethinking how accounting firms onboard and develop new staff. She also reveals that Royal Wise took home a BDO Alliance Award for Growth Strategy and breaks down the positioning and pricing decisions behind that win, plus answers a live "stump the expert" question on how QuickBooks Online handles physical versus economic sales tax nexus. Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI  - http://uqb.promo/maxima (00:00) - Welcome Back From BDO (01:31) - Why Royal Wise Joined (03:07) - New Booth Big Upgrade (03:47) - BRN Summit Keynote (07:23) - Relationship Building Dinners (12:11) - Gen Z At Work Lessons (23:43) - Royal Wise Wins Award (27:24) - Ask Alicia Anything Stumper (31:14) - New Book And Classes (33:38) - Thanks And Sign Off LINKS BDO Evolve 2026: https://conference.bdoalliance.com/#section-scheduleBDO Alliance: https://www.bdo.com/about/bdo-alliance-usa Buy Alicia's Book!http://royl.ws/conversion-book Alicia’s Upcoming Classes 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?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

    34 min
  8. Boiling Frogs: Some QBO Perspective

    May 21

    Boiling Frogs: Some QBO Perspective

    Matthew "Spot" Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO's new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time -- and found things better than he expected. His "cold return" experience raises a bigger question about whether proximity to the chaos has skewed how accountants assess where QBO actually stands today. Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI  - http://uqb.promo/maxima (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - Spot Returns After Sabbatical (01:44) - Top ProAdvisor Backstory (02:34) - Logging Back Into QBO (03:34) - Bookmarks and Client Navigation (05:52) - Bank Feeds Speed Wins (06:46) - Receipt Upload Improvements (08:37) - AI Statement Reconciliation (12:23) - AI Tools and Reporting (16:18) - Vendor Names and Popups (17:30) - Upsells and Intuit Ecosystem (19:57) - How Spot Relearned Fast (21:52) - Clients Frustration and Change (22:50) - Accounting Future With AI (27:37) - Intuit Accountant Suite Tweaks (28:49) - Wrap Up and Whats Next LINKS Alicia’s book on Amazon: http://royl.ws/conversion-book Past episodes we reference:Kirsten Thulborn on subtle changes you don’t notice: www.uqb.show/139 Connect with Matthewhttps://www.parkway.businesshttps://www.linkedin.com/in/parkwayinc Alicia’s Upcoming Classes 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?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

    31 min
See All (158)

Trailer

4.8
out of 5
45 Ratings

About

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.

Information

You Might Also Like