Unofficial QuickBooks Accountants Podcast

著者： Hector Garcia CPA & Alicia Katz Pollock MAT
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  • サマリー

  • Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia 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
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あらすじ・解説

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia 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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エピソード
  • Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)

    Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)
    2025/02/13

    The sudden shutdown of Bench Accounting in December 2024 left 11,000 business owners without access to their financial data, highlighting the risks of venture-backed automated bookkeeping services. Hosts Alicia Katz Pollock and Veronica Wasek discuss how this pivotal moment presents an opportunity for professional bookkeepers to showcase their value through personalized service, deep expertise, and genuine commitment to client success. They explore how independent bookkeepers can differentiate themselves from automated services while maintaining sustainable pricing models and building lasting client relationships.

    Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

    Links/Apps Mentioned in this episode:

    • Year-end Cleanup and Tax Prep: http://royl.ws/yearend
    • Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
    • Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business
    • QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
    • https://5mbAcademy.com
    • https://5MinuteBookkeeping.com
    • https://5MBvideo.com
    • https://mavency.com/


    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
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    47 分
  • Now You Know: Intuit and QuickBooks January 2025 Updates

    Now You Know: Intuit and QuickBooks January 2025 Updates
    2025/02/06

    Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.

    • (00:00) - Welcome to the Unofficial QuickBooks Accountants podcast
    • (00:39) - Congratulations to OnPay
    • (03:25) - Tags Discontinued
    • (05:00) - QuickBooks Solopreneur Updates
    • (06:48) - Migration from QuickBooks Desktop to Online
    • (10:19) - QuickBooks Live Expert Cleanup
    • (16:58) - QuickBooks Customer Hub Powered by Mailchimp
    • (19:16) - New Recurring Payments Feature
    • (24:11) - Outro and Upcoming Classes

    Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

    Links Mentioned in this episode:

    • January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/
    • Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242

    Alicia’s classes:

    • Year-end Cleanup and Tax Prep: http://royl.ws/yearend
    • Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
    • Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
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    27 分
  • Look What We Found: January 2025

    Look What We Found: January 2025
    2025/01/30

    Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as developments in e-commerce integrations and Credit Karma financing options.


    Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

    Links/Apps Mentioned in this episode:

    • http://royl.ws/yearend
    • http://royl.ws/QBO1099
    • https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online
    • https://royalwise.com/
    • https://akadian.com/

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding


    • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
    • (00:49) - Margie's Background and Journey
    • (05:19) - Biometric Logins and Modern Report View
    • (07:12) - Add a Note in Modern Report View
    • (09:59) - Payroll Updates and Enhancements
    • (16:06) - E-commerce and Inventory Integrations
    • (21:14) - PayPal Integration and App Transactions
    • (24:45) - Limitations of Current System
    • (25:47) - Exciting New Feature: Printing Bills
    • (26:17) - Expense Claims and Bill Pay Updates
    • (30:15) - QuickBooks Time Settings
    • (33:45) - Financing Options with Credit Karma
    • (44:05) - New Features and Updates Recap
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    55 分
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