『Unofficial QuickBooks Accountants Podcast』のカバーアート

Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

著者: Alicia Katz Pollock MAT
無料で聴く

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.@ 2025 Earmark Media LLC 政治・政府
エピソード
  • BDO Alliance Evolve 2026 Recap
    2026/05/28

    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/aqqrue
    Maxima.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
    • (13:38) - Gen Z At Work Lessons
    • (26:44) - Royal Wise Wins Award
    • (31:53) - Ask Alicia Anything Stumper
    • (35:43) - New Book And Classes
    • (38:07) - Thanks And Sign Off

    LINKS

    BDO Evolve 2026: https://conference.bdoalliance.com/#section-schedule
    BDO 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=5393907
    • 5/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=5393907
    • 5/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=5393907
    • 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
    • 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?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


    続きを読む 一部表示
    40 分
  • Boiling Frogs: Some QBO Perspective
    2026/05/21

    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/aqqrue
    Maxima.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
    • (10:04) - AI Statement Reconciliation
    • (13:50) - AI Tools and Reporting
    • (19:19) - Vendor Names and Popups
    • (20:31) - Upsells and Intuit Ecosystem
    • (22:58) - How Spot Relearned Fast
    • (26:21) - Clients Frustration and Change
    • (27:19) - Accounting Future With AI
    • (32:06) - Intuit Accountant Suite Tweaks
    • (33:18) - 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 Matthew
    https://www.parkway.business
    https://www.linkedin.com/in/parkwayinc

    Alicia’s Upcoming Classes

    • 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907
    • 5/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=5393907
    • 5/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=5393907
    • 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
    • 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?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


    続きを読む 一部表示
    37 分
  • It’s Recertification Season!
    2026/05/15

    Alicia and guest Matthew Fulton break down everything covered on the QuickBooks Online ProAdvisor Level 1 and Level 2 recertification exams, from test-taking strategies to a deep walkthrough of the new features Intuit is testing you on. Along the way they unpack the expanded AI capabilities built into QBO, including the business feed, Finance AI, the Customer Hub, and the new analytics dashboards. If recertification season has been sitting on your to-do list, this episode is the push and the prep you need.

    Sponsors:
    Aqqrue - http://uqb.promo/aqqrue
    Maxima.AI - http://uqb.promo/maxima


    • (00:00) - Welcome to the Unofficial QuickBooks Podcast
    • (01:21) - Recertification Season Basics
    • (02:25) - Level 1 vs Level 2 Value
    • (03:46) - How the Tests Changed
    • (04:57) - Prep Tips and Training
    • (09:01) - Open Book Test Strategy
    • (18:26) - Why Recertify Every Year
    • (20:11) - This Year New Platform
    • (26:40) - Exam Objectives Overview
    • (32:59) - Interface and Shortcuts
    • (35:40) - AI Features Breakdown
    • (39:51) - AI Models Privacy and HI
    • (47:23) - Sales Menu Overhaul
    • (48:23) - Customer Hub Focus
    • (49:09) - Inventory Upgrades
    • (51:18) - Sales Orders Evolve
    • (52:18) - Customer Hub CRM Tools
    • (53:36) - Contracts Scheduling Calls
    • (54:43) - Test Strategy Insights
    • (56:29) - Expenses Vendor Updates
    • (01:00:02) - Bill Pay Limits Approvals
    • (01:02:30) - Bank Feeds Extraction Reconcile
    • (01:04:55) - aaaaaaaa port Insights
    • (01:14:41) - Level Two Projects Reports
    • (01:16:18) - Modern Reports Scheduling
    • (01:17:33) - Calculated Fields KPI Scorecard
    • (01:22:20) - Wrap Up Next Steps

    LINKS

    • Intuit Recertification FAQ: https://quickbooks.intuit.com/uk/accountants/renewing-online-certification/
    • Worksheet with clickable links: https://drive.google.com/file/d/13SojHki1bOyR2xaPjWFD8Z9VxapX8-5I/view
    • What’s New in QBO 2026: https://drive.google.com/file/d/1MDAerIGe3WtRKCt_N37IkZgi4nwtxAJj/view
    • ProAdvisor Glossary: https://drive.google.com/file/d/1SPt24RBgvJSBesv6cnUDn73_ccDdtnDO/view
    • Past episodes we reference:
    • Customer Hub: www.uqb.show/107

    Connect with Matthew
    https://www.parkway.business
    https://www.linkedin.com/in/parkwayinc


    Alicia’s Upcoming Classes

    • 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907
    • 5/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=5393907
    • 5/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=5393907
    • 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
    • 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?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


    続きを読む 一部表示
    1 時間 27 分
adbl_web_anon_alc_button_suppression_c
まだレビューはありません