Unofficial QuickBooks Accountants Podcast Podcast Por Alicia Katz Pollock MAT arte de portada

Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

De: 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 Política y Gobierno
Episodios
  • June 2025 QuickBooks Updates | Inventory, Square Integration, and What's Coming
    Jun 26 2025

    QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.

    Sponsors


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (00:59) - QuickBooks Inventory Module Update
    • (10:11) - New Square Connector Features
    • (16:22) - Mineral HR Platform Overview
    • (20:55) - Updating Employee Handbooks
    • (23:30) - Algorithm for Personalized Suggestions
    • (24:43) - Navigating Client Subscriptions
    • (25:19) - Future Features and Revenue Share
    • (28:11) - AI Agents and Upcoming Features
    • (31:09) - New QuickBooks Dashboard
    • (37:11) - Training and Resources for New Interface
    • (39:44) - Conclusion and Final Thoughts

    Resources

    LinkedIn Group: https://www.linkedin.com/groups/14630719/

    YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

    Email: unofficialquickbookspodcast@gmail.com

    QuickBooks Toolkit for Accountants: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us


    Intuit Connect: Intuit Connect: The premier accounting event


    Firm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labels


    In the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_link


    Partner Council applications are now open:

    https://www.firmofthefuture.com/partner-council/partner-council-applications-open/


    Alicia and Matthew:


    Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907


    QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/


    QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive


    Connect with Matthew:

    • https://facebook.com/spotycus
    • https://youtube.com/parkwayinc
    • https://instagram.com/spotycus
    • https://twitter.com/spotycus
    • https://www.linkedin.com/in/parkwayinc/

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    41 m
  • Look What We Found: June Edition - Interface Updates and Banking Feed Revolution
    Jun 19 2025

    Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.

    Sponsors


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (00:34) - Company Updates and Good Problems
    • (01:08) - Interface Changes in QuickBooks
    • (03:30) - New Features in QuickBooks Expenses
    • (08:20) - Settings and Notifications
    • (18:12) - Banking Feed Enhancements
    • (22:13) - Error Correction and New Feature Introduction
    • (22:28) - Request Info Button in Banking Feed
    • (26:14) - Intuit Drive and Document Storage
    • (29:51) - Rumors and New Features in QuickBooks
    • (34:02) - QuickBooks Time Integration
    • (35:39) - Fusion: The New Interface
    • (41:05) - Upcoming Events and Announcements

    Resources

    LinkedIn Group: https://www.linkedin.com/groups/14630719/

    YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

    Email: unofficialquickbookspodcast@gmail.com

    Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

    Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

    Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!

    Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

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    47 m
  • Keeper + Anchor ≠ Kanchor
    Jun 12 2025

    Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.

    Sponsors
    BDO Alliance - https://uqb.promo/bdo


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (00:39) - Exciting News: Keeper and Anchor Integration
    • (01:53) - Details of the New Integration
    • (04:03) - Customer-Driven Development
    • (07:52) - Real-Life Use Cases
    • (11:18) - Understanding Keeper and Anchor
    • (14:50) - Initial Feedback and Reactions
    • (16:10) - Admiration and Problem-Solving Approaches
    • (18:39) - Industry Trends and Platform Consolidation
    • (27:22) - Impact of Intuit's API Changes
    • (31:11) - Future of Accounting Technology
    • (33:19) - Upcoming Conference and Fun Plans
    • (35:15) - Conclusion and Final Thoughts

    Keeper: https://keeper.app/?via=4aaea6

    Anchor: https://join.sayanchor.com/iX6Hba Mention Royalwise when you sign up to get a $50 credit


    Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

    •Keeper Karaoke on Monday

    •Grab a tutu for Tutu Tuesday at the Royalwise booth,

    •Royalwise Pool Party at Cabana #9 on Wednesday!


    Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

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    38 m
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