『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
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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.@ 2025 Earmark Media LLC 政治・政府
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  • Now You Know: In the Know July 2026 Recap

    Now You Know: In the Know July 2026 Recap
    2026/07/23

    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/intuit
    Pilot - http://uqb.promo/pilot
    Veltrix - 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.pdf
    • https://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

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    51 分
  • Resilience in the Face of Change

    Resilience in the Face of Change
    2026/07/16

    Alicia sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.

    Sponsors:
    Intuit Accountants - http://uqb.promo/intuit
    Pilot - http://uqb.promo/pilot
    Veltrix - http://uqb.promo/veltrix


    • (00:00) - Podcast Welcome Guest Intro
    • (00:45) - Off Brand QBO Shirt Story
    • (01:36) - How We Met At Connect
    • (04:24) - TWN Origins And Auditions
    • (07:05) - TWN Disbanding Impact
    • (09:03) - Layoffs And Career Shifts
    • (12:43) - Product Design Mistakes
    • (15:25) - AI Bottlenecks And Decisions
    • (17:39) - Community Collaboration Shift
    • (22:13) - Canada Vs US Accounting
    • (24:29) - Canadian Community Leaders
    • (25:21) - Inclusive Culture And Travel Plans
    • (26:16) - Training Tour Across Canada
    • (27:03) - Advice For Industry Change
    • (28:48) - Getting On The AI Train
    • (31:16) - Tech That Fades Into Background
    • (32:21) - AI Apps And Workflow Value
    • (35:25) - Making Tax Digital Future
    • (40:05) - Life Updates And Where To Connect
    • (43:36) - QuickBooks Hands On Training Pitch
    • (45:24) - Final Thanks And Wrap Up

    LINKS

    Reach out to Alison at https://www.linkedin.com/in/alisonball/
    Listen to our episode about Intuit layoffs: uqb.show/146

    July 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

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    46 分
  • The ProPartner Paradox

    The ProPartner Paradox
    2026/07/09

    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/intuit
    Pilot - 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

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    52 分
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