Unofficial QuickBooks Accountants Podcast

Written by: Hector Garcia CPA & Alicia Katz Pollock MAT
  • Summary

  • 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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Episodes
  • February 2025 QuickBooks Updates
    Feb 27 2025

    Alicia and Spot dive into the latest features announced in Intuit's latest In the Know webinar, including the new revenue share program for QuickBooks Payments that offers accountants 20% of net revenue for three years. They explore significant updates to QuickBooks Online Payroll, including direct deposit reversals and consolidated payroll reporting. The duo also breaks down the powerful dimension features in Intuit Enterprise Suite, explaining how these advanced classification tools allow for sophisticated multi-dimensional reporting and analysis.

    Sponsors
    Bluevine - https://uqb.promo/bluevine
    Settle - https://uqb.promo/settle


    • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
    • (01:24) - QuickBooks Payments and Revenue Share Program
    • (09:19) - QuickBooks Live Expert Cleanup
    • (13:04) - Direct Deposit Reversals in Payroll
    • (21:20) - New Payroll Report Features
    • (22:01) - Consolidated Payroll Reports
    • (23:04) - QuickBooks Online Payroll Limitations
    • (25:44) - Understanding Dimensions in IES
    • (28:09) - Practical Applications of Dimensions
    • (30:45) - Future Developments for Dimensions
    • (33:26) - IES Reporting Enhancements
    • (35:14) - Closing Remarks and Upcoming Events

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

    Links for this episode:

    • https://www.firmofthefuture.com/

    • QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive
    • QB PowerHour: https://www.qbpowerhour.com/
    • QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
    • QBO Payroll: http://royl.ws/QBO-Payroll
    • QuickBooks Time: http://royl.ws/qbtime
    • Payroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfection
    • https://youtube.com/parkwayinc


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


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    39 mins
  • Intuit’s Annual Investors Report
    Feb 20 2025

    Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platform. Get an insider's perspective on Intuit's five strategic bets and how they're reshaping the landscape for accountants and small businesses alike.

    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (00:40) - Intuit's Annual Stockholder Meeting Insights
    • (03:29) - Intuit's AI-Driven Strategy
    • (07:59) - QuickBooks Live and Expert Connections
    • (12:23) - Growth and Financial Metrics
    • (17:20) - QuickBooks Online Payroll and Ecosystem
    • (23:20) - Intuit's Cross-Platform Strategy
    • (24:40) - The Future of Mint and Data Acquisition
    • (30:47) - CEO Compensation and Company Growth
    • (34:35) - Upcoming Courses and Community Resources
    • (37:50) - Closing Remarks and Next Steps

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

    Links for this episode:

    • Intuit Stockholder Presentation
    • Intuit Webcast Link
    • Parkway’s QuickBooks Online Payroll Tutorial: https://swiy.co/uqap227
    • QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive
    • QB PowerHour: https://www.qbpowerhour.com/
    • QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
    • QBO Payroll: http://royl.ws/QBO-Payroll
    • QuickBooks Time: http://royl.ws/qbtime
    • Payroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfection
    • https://youtube.com/parkwayinc


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


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    43 mins
  • Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)
    Feb 13 2025

    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

    Show more Show less
    51 mins

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