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  • BDO Alliance Evolve 2026 Recap

    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


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    40 分
  • Boiling Frogs: Some QBO Perspective

    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


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    37 分
  • It’s Recertification Season!

    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


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    1 時間 27 分
  • Why Brilliant Bookkeepers Undervalue Themselves

    Why Brilliant Bookkeepers Undervalue Themselves
    2026/05/07

    In a special crossover episode with the Unofficial QuickBooks Accountants Podcast, Nancy and Questian are joined by Alicia Katz Pollock to dig into why so many technically skilled bookkeepers struggle to charge what they're worth — and what it takes to bridge the gap between expertise and authority. Alicia gets candid about her own discomfort with pricing, using a real business pivot as a window into the self-doubt that holds back even the most accomplished practitioners.



    Sponsors:
    Fishbowl - http://uqb.promo/fishbowl


    • (00:00) - Crossover Welcome
    • (00:44) - Meet the Hosts
    • (03:10) - Why Bookkeepers Undervalue
    • (03:51) - Alicia’s Wake Up Call
    • (08:11) - Brenda Success Story
    • (12:04) - Losing Trained Talent
    • (17:35) - Scaling the Incubator
    • (22:42) - Pricing and Training Model
    • (27:06) - Hiring Employees Reality
    • (29:18) - Building Full Program Stack
    • (30:05) - Building Support Systems
    • (31:12) - Pricing the Incubator
    • (34:09) - Perks and Discounts
    • (34:52) - Scholarships and Payment Plans
    • (36:00) - Charging What Youre Worth
    • (40:16) - Pilot Program Uncertainty
    • (42:03) - Scaling for an Exit
    • (44:04) - Owning Authority
    • (46:29) - Experts Mantra Shift
    • (54:43) - Do It Anyway
    • (57:11) - Wrap Up and Takeaways

    LINKS

    • A Bookkeeper’s Guide To Annual Reviews | The Dancing Accountant
    • Royalwise OWLS (On-demand Web-based Learning Solutions)
    • The OWLS Incubator Program
    • REFRAME 2026 - Event Ticket Purchase Portal
    • Theatre of Public Speaking - Fall 2026 Cohort
    • Accounting Discussion Forum: Bookkeepers, CPAs, EAs | Roundtable Labs
    • Mariette Martinez | LinkedIn
    • The Four Conversations: A New Model for Selling Expertise by Blair Enns | Goodreads
    • BDO Alliance USA: CPA, BRN and More | BDO
    • SheCounts - Double

    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
    • 6/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?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/@UnofficialQuickBooksPodcast?sub_confirmation=1


    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding

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    1 時間
  • RIP Classic Reports, Long Live Modern (with Hector Garcia)

    RIP Classic Reports, Long Live Modern (with Hector Garcia)
    2026/04/30

    QuickBooks Online is retiring Classic Reports on May 22nd, and Hector Garcia is back to make sure Intuit is listening. He crowd-sourced a massive feedback thread from the accounting community and walks Alicia through what's still broken in Modern Reports — from PDF formatting and Excel export issues to drill-down behavior, column sorting, and features gated behind the Advanced SKU. Both hosts are rooting for Modern Reports to succeed, and this episode is their detailed, direct message to Intuit on what needs to get done before the deadline hits.


    Sponsors:
    Fishbowl - http://uqb.promo/fishbowl


    • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
    • (00:31) - Classic reports sunset
    • (02:18) - Community feedback roundup
    • (04:41) - Canny board and priorities
    • (06:17) - PDF header order debate
    • (09:54) - Shading and subtotal lines
    • (14:46) - Advanced only report features
    • (20:56) - Comparative columns control
    • (22:34) - Excel export pain points
    • (26:46) - Big data export limits
    • (30:01) - UI UX drilldown quirks
    • (34:42) - Bookmarking report URLs
    • (37:02) - Fonts zoom and columns
    • (39:09) - Scrolling and laptop reality
    • (41:17) - Better Monitor Setup
    • (41:59) - Default Columns Chaos
    • (44:11) - Drilldown Workflow Fixes
    • (48:29) - Missing Report Toggles
    • (50:08) - Sorting and Grouping Bugs
    • (54:01) - Reports We Still Need
    • (56:24) - Transaction Totals Polarity
    • (58:34) - May 22 Survival Plan
    • (01:07:53) - Right Tool and Enterprise Suite
    • (01:09:31) - Reframe Event and AI Reality
    • (01:13:30) - Dates and Practical Takeaways
    • (01:14:57) - Wrap Up and Next Steps

    LINKS

    • 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/QuickBooks-SelfEmployed?affiliate=5393907
    • 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
    • 6/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=5393907
    • 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907

    Hector's


    RightTool.app best add-on for QuickBooks Online via a Chrome Extension, designed by Hector Garcia

    (Use code ROYALWISE for a discount when you upgrade to PRO)

    ReframeAccounting.com REFRAME 2026: Innovate Advisory (IA); flipping the AI narrative… join us in November 5-7, 2026 in Miami for the best event you will ever attend


    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/@UnofficialQuickBooksPodcast?sub_confirmation=1


    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding


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    1 時間 18 分
  • Coming Soon to a QBO Near You (with Kirsten Thulborn)

    Coming Soon to a QBO Near You (with Kirsten Thulborn)
    2026/04/23

    Intuit Group Design Manager Kirsten Thulborn returns for a second conversation with Alicia to walk through the latest QuickBooks features built specifically with accounting professionals in mind — from payee warnings and drag-and-drop attachments in the bank feed to inline sub-account creation in the chart of accounts. The episode also covers a pair of features coming soon: account locking for tighter client controls and a stoplight-style AI confidence indicator designed to help bookkeepers move through transactions faster. Kirsten also shares how ProAdvisors can submit feedback directly to her team to help shape what gets built next.

    Sponsors:
    Fishbowl - http://uqb.promo/fishbowl


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (01:10) - Why Updates Matter
    • (02:11) - Bank Feed Payee Warnings
    • (03:48) - Hide Match Toggle
    • (07:17) - Faster Attachments
    • (08:17) - Reconnect Bank Accounts
    • (10:22) - Client Collaboration Chat
    • (12:32) - Chart Subaccounts Inline
    • (14:21) - Coming Soon Account Locking
    • (16:46) - AI Confidence Stoplight
    • (19:38) - Intuit Intelligence For Accounting
    • (21:05) - Send Feedback And Wrap Up

    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/QuickBooks-SelfEmployed?affiliate=5393907
    • 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
    • 6/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?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/@UnofficialQuickQBOPodcast?sub_confirmation=1


    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding

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    26 分
  • User Experience with a Capital YOU: Kirsten Thulborn

    User Experience with a Capital YOU: Kirsten Thulborn
    2026/04/16

    Alicia sits down with Kirsten Thulborn, Group Design Manager at Intuit, for a rare look at how QuickBooks' user interface actually gets built — from the research behind terminology changes like "post" replacing "add," to why some friction in the UI is intentional. Kirsten pulls back the curtain on how her team balances the needs of power users (accountants and bookkeepers) with small business owners who just want to send an invoice, and what she'd redesign from scratch if she could. Plus: why UI changes feel so disruptive, the technology adoption curve, and the story behind the QuickBooks feature you've probably never noticed.

    Sponsors
    Wurthy - https://uqb.promo/wurthy


    • (00:00) - Meet Kirsten From Intuit
    • (02:41) - Her Role And Products
    • (03:38) - Career Path At QuickBooks
    • (10:18) - Designing For Power Users
    • (11:52) - Sharing New Features Better
    • (18:05) - Where Feedback Goes
    • (21:06) - Writing Great Feedback
    • (24:08) - Balancing Beginners And Pros
    • (26:34) - Business View War Story
    • (28:51) - Designing Shared Interfaces
    • (29:25) - Why We Say Post
    • (31:39) - Testing UI Changes
    • (35:55) - Why Updates Feel Emotional
    • (39:08) - AI and Future Workflows
    • (43:04) - AI Adoption Curve Explained
    • (48:26) - Redesigning Setup Onboarding
    • (51:43) - A Customer Delight Moment
    • (53:25) - Closing Thanks and Signoff

    LINKS

    Alicia’s Upcoming Classes

    • 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?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/@UnofficialQuickQBOPodcast?sub_confirmation=1


    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding

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    57 分
  • PSA: Item Receipts in QBO Inventory

    PSA: Item Receipts in QBO Inventory
    2026/04/09

    QuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you.

    Sponsors
    Wurthy - https://uqb.promo/wurthy


    • (00:00) - Intro to Item Receipts
    • (01:25) - Desktop Origins Explained
    • (02:33) - PO Workflow and Missing Step
    • (04:05) - Date Problems and Enhanced Receiving
    • (06:06) - Inventory Offset Holding Account
    • (09:12) - Turning It On in QBO
    • (09:44) - Irreversible Setting and Backups
    • (11:32) - Testing Before You Commit
    • (12:07) - Bills Without Item Receipts Pitfall
    • (15:43) - Workflow Tips and Reporting Soapbox
    • (18:31) - Who Should Enable This
    • (19:52) - Inventory Roadmap and Wrap Up
    • (21:06) - Announcements and Final Thanks

    LINKS

    Alicia’s Upcoming Classes

    • Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907

    Dan’s Links

    • S of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
    • Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
    • Blog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
    • Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday


    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/@UnofficialQuickBooksPodcast?sub_confirmation=1


    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding

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    26 分