Podcast appearances and mentions of hector garcia

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Best podcasts about hector garcia

Latest podcast episodes about hector garcia

Cloud Accounting Podcast
Intuit's Tariff on Developers, Arizona Tariff Shelters, $1T Stolen Annually from US

Cloud Accounting Podcast

Play Episode Listen Later May 22, 2025 71:26


Could the Pope be on the hook for US taxes? As the first American elected Pope, Leo XIV faces an unusual conundrum under US citizenship rules. Meanwhile, Intuit's controversial new API pricing has developers reeling, and Hector Garcia joins the conversation to explain why this "tariff" threatens the entire QuickBooks ecosystem. Blake and David also examine how companies use foreign trade zones to dodge Trump's tariffs, unpack the AICPA's new CPA licensure model, and reveal shocking numbers on government fraud that could approach $1 trillion annually. Plus, discover why 99.99% of Trump Memecoin buyers lost money while just 58 wallets walked away with billions.Sponsors REFRAME 2025 - http://accountingpodcast.promo/reframe2025 TeamUp - http://accountingpodcast.promo/teamupBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.) Payhawk - http://accountingpodcast.promo/payhawkChapters(01:54) - South Carolina State Treasurer Ousted (04:04) - Deal CEO Relocates Amid Lawsuit (05:28) - Live Stream Interactions (07:29) - Introducing Hector Garcia and Reframe (08:19) - Intuit Developer Program Changes (09:53) - Discussion on API Charges and Developer Impact (16:37) - Speculations and Theories on Intuit's Strategy (28:56) - Reframe Conference Details (31:30) - Trump's Tariffs and Foreign Trade Zones (33:52) - Introduction to Free Trade Zones (34:42) - Arizona's Dominance in Free Trade Zones (37:41) - Legal Challenges to Trump's Tariffs (40:29) - Intuit's Political Maneuvering (44:53) - New CPA Licensure Model (57:43) - Fraud and Government Inefficiencies (01:06:27) - Closing Remarks and New Podcasts  Show NotesSouth Carolina Senate votes to remove state treasurer over $1.8 billion accounting error https://www.thestate.com/news/politics-government/article287284067.htmlDeal CEO Alex Bouaziz relocates to Dubai amid Rippling lawsuit https://techcrunch.com/2024/04/15/deal-ceo-alex-bouaziz-has-relocated-to-dubai-amid-the-rippling-lawsuit/Rippling raises $450 million at $16.8 billion valuation https://techcrunch.com/2024/04/16/rippling-raises-450m-at-16-8b-valuation/AICPA and NASBA release model legislation for new CPA licensure pathway https://www.journalofaccountancy.com/news/2024/apr/aicpa-nasba-release-model-legislation-new-cpa-licensure-pathway.htmlFlorida Institute of CPAs successfully pauses bill to eliminate licensing boards https://www.ficpa.org/article/ficpa-advocacy-update-on-house-bill-639American Pope Leo XIV may need to file US tax returns https://www.cnbc.com/2024/04/23/american-pope-leo-xiv-may-need-to-file-us-tax-returns.htmlForeign Trade Zones become tariff shelters amid Trump's trade policies https://www.wsj.com/economy/tariffs/foreign-trade-zones-become-tariff-shelters-for-small-firms-a5e81093Federal court questions constitutionality of Trump's Liberation Day tariffs https://www.reuters.com/legal/us-trade-court-questions-legality-biden-tariffs-2024-04-17/Elon Musk stepping aside at DOGE while work continues through 2026 https://www.axios.com/2024/04/22/elon-musk-stepping-aside-doge-juneIRS fails to meet improper payment rate goals for refundable tax credits https://www.treasury.gov/tigta/auditreports/2024reports/202440032fr.pdfCriminal groups stealing up to $1 trillion from US government programs https://www.nbcnews.com/business/economy/hackers-stealing-us-government-money-rcna15002499.99% of Trump Memecoin buyers lost money while 58 wallets made over $10 million each https://www.chainalysis.com/reports/trump-memecoin-analysis-2024/Intuit's record lobbying spending and Republican support to eliminate IRS Direct File https://www.opensecrets.org/news/2024/04/intuit-turbotax-parent-spends-record-on-lobbying-amid-direct-file-rollout/Intuit Developer Program Changes https://developer.intuit.com/app/developer/homepageNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube:

Unofficial QuickBooks Accountants Podcast
Intuit Enterprise Suite Updates with Hector Garcia | April 2025

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Apr 17, 2025 72:40


SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.{campaign_start}}(00:00) - Welcome and Introduction (00:44) - Overview of Intuit Enterprise Suite (01:05) - Defining Mid-Market and Enterprise Software (02:48) - Pricing and Client Quotes (06:43) - New Features in Intuit Enterprise Suite (07:55) - Multi-Entity Allocation Tool (16:18) - Consolidated Dashboards and Reports (23:49) - Forecast Reports and Project Budgets (37:23) - Cost to Complete Project Report (39:08) - AI Import for Project Budgets (41:36) - Task Management in Intuit (52:25) - Third-Party Integration Enhancements (54:37) - Speculations on Pricing Transparency (01:01:23) - Future of AI in QuickBooks (01:06:36) - Upcoming Events and Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comMarch 2025 IES Release Notes:https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdfLinksHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Alicia's Payment Class http://royl.ws/QB-Payments-CourseChart of Accounts in QBO: http://royl.ws/QBOCOAReconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Thyroid Talk with Dr. Angela Mazza
Episode 38: Adding Mindset as Medicine with special guest Robyn Engelson

Thyroid Talk with Dr. Angela Mazza

Play Episode Listen Later Mar 8, 2025 41:49


Send us a textThyroid Talk with Dr. Angela Mazza, DOShow Notes Episode 38; Recorded: 2-14-2025Guest: Robyn EngelsonHost: Dr. Angela Mazza, DOCo-host: Dawn Sheffield I'm Dr. Angela Mazza, D.O., a thyroid, endocrine, and metabolism specialist with a private practice in Central Florida.  My goal for this podcast is to define and demystify the thyroid gland, and thyroid-related medical conditions.  By providing information in an easy-to-understand format, we hope to help patients better understand the ways in which their bodies work, and to help them thrive.  My goal is to help us live more fulfilling lives by taking control of our health, to feel our best.  Here's some of what we covered today, not necessarily in this order:·        Interview with Robyn Engelson--mom, motivational speaker, autoimmune mentor, podcaster, writer, & more;·        Robyn's challenging thyroid journey;·        Why stress management and movement are crucial to health;·        How an unhealthy thyroid can be directly linked to mood disorders;·        The importance of proper medication and dosage for thyroid and mental health;·        Why deep and fulfilling connections are crucial both for ourselves and for others;·        And best of all we learned that we CAN impact our thyroid health!My book, Thyroid Talk: An Integrative Guide to Optimal Thyroid Health, is available on Amazon.  For information on the related Webinar and online master course, see thrivethyroid.com.  Or forward your name and email to thyroidtalk.mazza@gmail.com or to our website: metaboliccenterforwellness.com  NOTE: A re-launch is coming soon!  Send your comments, show ideas, and questions to thyroidtalk.mazza@gmail.com  We may disclose your general location on air (the city or town, for example), but we will NOT read your name NOR your address on the show.  We reserve the right to edit your input as necessary.  Please stay in touch; send us your questions!  See the website at metaboliccenterforwellness.com; our YouTube channel @drangelamazza, Facebook, and Instagram.  Citations, references, additional information:Engelson, R.  Exhausted to Energized: 90 Days To Your Best Self.  Copyright ã2024 Robyn Engelson.  For more info on Robyn Engelson: robynengelson.com and https://www.LinkedIn.com/in/robynengelson, as well as The Robyn Engelson Podcast.Garcia H, Miralles F.  IKIGAI The Japanese Secret to a Long and Happy Life.  Copyright 2016 Hector Garcia and Francesc Miralles.  Translation Copyright 2017 by Penguin Random House LLC.Mazza A.  Thyroid Talk: An Integrative Guide to Optimal Thyroid Health.  Available now on Amazon.Don't forget to ask your healthcare provider about any specific questions regarding your wellness.  This podcast is meant for educational purposes only.Copyright 2025 Dr. Angela Mazza DO.  Thyroid Talk with Dr. Angela Mazza, DO.  All rights reserved.     Check out our YouTube channel - Dr. Angela Mazza, our website at Metabolic Center for Wellness, our FaceBook and our Instagram page.

The Danza Project
Exclusive: Lamont Roach Jr. on His Journey, Rivalry with Gervonta Davis, and Upcoming Title Clash

The Danza Project

Play Episode Listen Later Feb 18, 2025 45:00


In Season 05, Episode 04, we embark on a road trip to engage in an in-depth conversation with WBA Super Featherweight World Champion Lamont Roach Jr. as he prepares to challenge undefeated WBA Lightweight World Champion Gervonta 'Tank' Davis on March 1, 2025, at Brooklyn's Barclays Center. Roach delves into his boxing origins and his past amateur bouts against Davis, providing unique insights into their longstanding rivalry. He discusses the factors that led Davis to select him as an opponent and outlines his strategic approach to the upcoming fight. With three decades of experience in the sport, Roach emphasizes his mental readiness and reflects on how his sole professional loss has shaped his career. The conversation also touches on the personal dynamics between Roach and Davis, including their friendship and the intensity of their press conferences. Roach shares his methods for staying focused amidst distractions and addresses both supporters and skeptics, revealing the driving forces behind his ambition. He offers a glimpse into his future plans post-fight, recounts his memorable bout against Hector Garcia, and articulates what distinguishes him from other fighters. Additionally, Roach opens up about the impact of his first loss and the passing of his cousin, highlighting the pivotal role of his Cousin & father in his boxing journey. As the fight night approaches, he provides a preview of what fans can expect, expressing gratitude to his team and family. Roach concludes by affirming that he is in the best shape of his life, ready to face Davis in this highly anticipated showdown. Join us for this exclusive interview to gain a comprehensive understanding of Lamont Roach Jr.'s mindset and preparations as he aims to make history in the lightweight division. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unofficial QuickBooks Accountants Podcast
Intuit Enterprise Suite Updates

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jan 16, 2025 61:09


Hector and Alicia explore Intuit's strategic positioning of Enterprise Suite as a mid-market solution distinct from QuickBooks Online Advanced. They break down the key features released in December 2024, including enhanced multi-entity reporting, construction-focused tools, and dimensional reporting capabilities. They discuss pricing considerations, feature limitations, and share their insights on Intuit's development roadmap for this new platform aimed at bridging the gap between small business accounting and full ERP systems.(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:26) - Introduction and New Developments in Intuit Enterprise Suite (03:58) - Positioning and Market Strategy (10:16) - Pricing and Multi-Entity Features (14:33) - New Features and Updates (20:23) - Construction-Focused Enhancements (23:49) - AI and Workflow Innovations (26:38) - User Permissions and Granular Controls (30:00) - Future Predictions and Final Thoughts (31:46) - Introduction to Multi-Entity Reporting (33:14) - Manual Eliminations Explained (37:07) - Challenges with Multi-Entity Management (40:36) - API and Integration Concerns (45:31) - Future Developments and Focus Areas (48:30) - Challenges and Recommendations for IES (56:18) - Conclusion and Upcoming Updates Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia's QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector's RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast
December Updates: Bill Pay Discounts, AI Features, and QuickBooks Live Changes

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jan 9, 2025 36:55


Hector and Alicia dive into the latest QuickBooks updates from December 2024, including new ProAdvisor discounts for Bill Pay Manager and the rollout of Intuit Assist's AI-powered billing features. They explore the practical implications of these changes, with Hector raising important security considerations about the new email-to-bill functionality.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia's QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector's RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:33) - QuickBooks Online Bill Pay Manager Updates (05:29) - ProConnect Tax Enhancements (07:27) - Intuit Assist and AI Features (20:14) - Future Developments and Features (21:13) - Firm of the Future Highlights (24:05) - Upcoming Events and Announcements (31:50) - Hector's Farewell and Podcast Transition

Unofficial QuickBooks Accountants Podcast

A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia  dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement.(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:44) - Official Announcement: Tags Discontinued (03:45) - History and Evolution of Tags (05:03) - Benefits and Limitations of Tags (08:29) - Potential Transition to Custom Fields (12:15) - What Will Happen to Tag Users (21:30) - Reporting and API Implications (26:49) - Migration of Tag Data: Key Questions (29:25) - Timing Concerns: Why During Tax Season? (32:21) - Potential Issues with Custom Fields in Bank Feeds (38:50) - Upcoming Events and Announcements (44:23) - Farewell and Future Plans for the Podcast Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia's QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector's RightTool: http://righttool.appSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast

Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.SponsorsCoefficient - https://uqb.promo/coefficientRoboDebit - https://uqb.promo/robodebit Redmond Academy - https://uqb.promo/redmond(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:25) - Retail AI: Chatbots and Accessibility (02:03) - API-Based AI: Middleware and Integration (04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights (06:25) - AI in Software Development (13:57) - AI Predictions for 2025 (23:49) - Always-On AI and AI Agents (37:46) - Future of AI in Accounting Software (43:26) - Conclusion and Future Plans Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast

Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along the way, they share insights about the evolving relationship between accountants and automation tools.SponsorsCoefficient - https://uqb.promo/coefficientRoboDebit - https://uqb.promo/robodebit MediaBooks - https://uqb.promo/mediabooks(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:53) - Rethinking Pop-Ups (06:15) - QuickBooks Labs Revival (09:04) - Public Roadmap and Feedback Transparency (18:11) - Perfecting Autofill (23:03) - Turning Off AI Features (25:26) - Issues with Reporting Features (28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials (35:03) - Final Wishlist Item (39:45) - What's New with Alicia and Hector Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast
Intuit Connect Floor Report

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Dec 12, 2024 44:54


Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.SponsorsZoho Expense - https://uqb.promo/zohoexpenseCoefficient - https://uqb.promo/coefficientRoboDebit - https://uqb.promo/robodebit(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:52) - Exploring Intuit Connect (02:20) - Innovations in Dashboards (05:00) - Payroll Enhancements (16:11) - Sales and Income Tax Updates (26:18) - New Features in QuickBooks Online for Accountants (29:17) - Bank Feeds and Transactions (33:45) - MailChimp Integration (37:31) - BillPay and AP Automation (47:28) - Conclusion and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast
December 2024 QuickBooks Updates: Training, Tax Forms, and Task Management

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Dec 5, 2024 21:26


Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.SponsorsFishbowl - https://uqb.promo/fishbowlCoefficient - https://uqb.promo/coefficient MediaBooks - https://uqb.promo/mediabooks(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:35) - ProAdvisor Academy Overview (06:08) - 1099 Enhancements in QuickBooks Online (12:13) - New Work Center in QBOA (17:42) - Conclusion and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Unofficial QuickBooks Accountants Podcast
QuickBooks Online Updates November 2024

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Nov 21, 2024 59:29


Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.SponsorsCoefficient - https://uqb.promo/coefficientRedmond Academy - https://uqb.promo/redmondMediaBooks - https://uqb.promo/mediabooks(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:49) - Intuit's Feature Rollout Strategy (04:23) - ProAdvisor Academy Rebranding (09:33) - QuickBooks Live Expert Assisted Service (19:25) - Modern View Reports in QuickBooks (24:43) - Inactive Pay Items in QBO Payroll (32:32) - E-Signatures in QBO Payroll Elite (33:21) - Exploring Workforce Management Solutions (36:00) - Beneficial Ownership Information Reporting (38:36) - Challenges and Industry Reactions (40:04) - QuickBooks Live and BOI Services (48:26) - What's Going On With Hector and Alicia (54:37) - Final Thoughts and Reflections Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:QuickBooks Online new features and updates—November 2024, https://www.firmofthefuture.com/product-update/november-2024-mpu/Alicia's QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/Hector's Reframe conference and Exactly What to Say resources and trainings: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

Thyroid Talk with Dr. Angela Mazza
Thyroid Talk Episode 35: Your cells! Your longevity!

Thyroid Talk with Dr. Angela Mazza

Play Episode Listen Later Nov 12, 2024 28:41


Thyroid Talk with Dr. Angela Mazza, DOShow Notes Episode 35; Recorded: 11-8-2024Cellular Longevity: Part 2 of Longevity SeriesHost: Dr. Angela Mazza, DOCo-host: Dawn SheffieldI'm Dr. Angela Mazza, D.O., a thyroid, endocrine, and metabolism specialist with a private practice in Central Florida.  My goal for this podcast is to define and demystify the thyroid gland, and thyroid-related medical conditions.  Here's some of what we covered today, not necessarily in this order:·        Genetics vs. epigenetics·        The “Hallmarks of Aging”·        Misconceptions about aging·        The Japanese concept of Ikigai·        Supplements that can support healthy aging·        Social isolation can become just as deadly as cancer·        Healthspan: a healthy, productive life--not just a long life          ·        At any age, work toward having a long, healthy life--anywhere in the world.  My book, Thyroid Talk: An Integrative Guide to Optimal Thyroid Health, is available on Amazon.  For information on the related Webinar and online master course, see thrivethyroid.com.  Or forward your name and email to thyroidtalk.mazza@gmail.com or to our website: metaboliccenterforwellness.com  Send your comments, show ideas, and questions to thyroidtalk.mazza@gmail.com    See the website at metaboliccenterforwellness.com, our YouTube channel at: Dr. Angela Mazza; as well as Facebook and Instagram.  The topic of our next episode, number 36, is living life without a thyroid gland. Citations, references, additional information:Buettner D., Skemp S. Blue Zones: Lessons From the World's Longest Lived.  Am J Lifestyle Med. 2016 Jul 7;10(5):318-321.Kaeberlein M. How healthy is the healthspan concept? Geroscience. 2018 Aug;40(4):361-364. doi: 10.1007/s11357-018-0036-9. Epub 2018 Aug 6.Mazza, A.  Longevity & Cellular Aging: An Integrative Approach to Healthy Aging.  Pure Encapsulations Webinar; Sep 18, 2024.Mazza A.  Thyroid Talk: An Integrative Guide to Optimal Thyroid Health.  Available now on Amazon.National Geographic.  November 2005.Rowe J., Kahn R. 1987; Science.Garcia H, Miralles F.  IKIGAI The Japanese Secret to a Long and Happy Life.  Copyright 2016 Hector Garcia and Francesc Miralles.  Translation Copyright 2017 by Penguin Random House LLC.  Dai H, Sinclair DA, Ellis JL, Steegborn C. Pharmacol Ther. 2018 Aug;188:140-154Zhou DD, et al. Oxid Med Cell Longev. 2021 Jul 11;2021:9932218.Zhang L, et al. J Clin Invest. 2022 Aug 1;132(15):e158450. Ke R, et al. Cell Biol Int. 2018 Apr;42(4):384-392. doi: 10.1002/cbin.10915. Epub 2018.Szewczuk M, et al. Mol Biol Rep. 2020 Nov;47(11):9075-9086.Steinberg GR, Hardie DG. Nat Rev Mol Cell Biol. 2023 Apr;24(4):255-272.Don't forget to ask your healthcare provider about any specific questions regarding your wellness.  This podcast is meant for educational purposes only.Copyright 2024 Dr. Angela Mazza DO.  Thyroid Talk with Dr. Angela Mazza, DO.  All rights reserved. Check out our YouTube channel - Dr. Angela Mazza, our website at Metabolic Center for Wellness, our FaceBook and our Instagram page.

Unofficial QuickBooks Accountants Podcast
Reflections on Intuit Connect 2024

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Nov 7, 2024 51:43


Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.SponsorsFishbowl - https://uqb.promo/fishbowlCoefficient - https://uqb.promo/coefficientRoyalwise - http://royl.ws/uqapodcastSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:53) - Reflections on Intuit Connect (01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi (05:38) - The Future of Accounting: Embracing Change (10:06) - Leadership Advice from Sasan (16:23) - New Features Announced (22:19) - AI Innovations and Enhancements (31:40) - Reimagining QuickBooks Online for Accountants (42:29) - Wrap Up and What's New with Hector and Alicia

Unofficial QuickBooks Accountants Podcast
Modern Reports in QBO Advanced

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Oct 24, 2024 48:07


Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.SponsorsZoho Expense - https://uqb.promo/zohoexpenseIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:19) - Exploring Custom Report Builder Templates (05:22) - Visualizing Reports with Chart View (10:22) - Advanced Filtering and Boolean Logic (18:21) - Grouping and Subgrouping Data (22:20) - Leveraging More Columns for Detailed Insights (28:21) - Pivot Tables and Summary Reports (30:01) - Benefits of Pivot Tables (34:33) - General Options and Formatting (41:37) - Exporting and Sharing Reports (45:19) - Upcoming Classes and Events (48:05) - Conclusion and Final Thoughts

Thyroid Talk with Dr. Angela Mazza
Thyroid Talk Episode 34: Starting the conversation on Longevity

Thyroid Talk with Dr. Angela Mazza

Play Episode Listen Later Oct 22, 2024 42:25


Thyroid Talk with Dr. Angela Mazza, DO Show Notes Episode 34; Recorded: 10-18-2024; Blue Zones & Healthspan: Longevity Part 1; Host: Dr. Angela Mazza, DO; Co-host: Dawn SheffieldHere's some of what we covered today, not necessarily in this order: Blue Zones, Lifespan, and Healthspan; Benefits of the Mediterranean meal plan; Social isolation and chronic stress can be deadly; The importance of sleep, exercise, and having a purpose; And best of all, we learned that we CAN impact our thyroid health!  My book, Thyroid Talk: An Integrative Guide to Optimal Thyroid Health, is available on Amazon.  For information on the related Webinar and online master course, see thrivethyroid.com.  Send your comments, show ideas, and questions to thyroidtalk.mazza@gmail.com.  See the website at metaboliccenterforwellness.com, our YouTube channel at: Dr. Angela Mazza; as well as Facebook and Instagram.  The topic of our next episode, number 35, is cellular longevity--Part 2 of this longevity series. Citations, references, additional information:Alimujiang A, et al.  JAMA Netw Open.  2019 May;3;2(5):194270.Antza C, et al. J Endocrinol.  2021 Dec 13;252(2):125-141.Boyajian, JL, et al.  Nutrients.  2021 Dec. 18; 13(120:4550.Buettner D., Skemp S. Blue Zones: Lessons From the World's Longest Lived.  Am J Lifestyle Med. 2016 Jul 7;10(5):318-321.Comhaire F. Andrologia.  2016 Feb;48(1):65-8.D'Onofrio G, Kirschner J, Prather H, Goldman D, Rozanski A.  Prog Cardiovasc Dis. 2023 Mar-Apr; 77:25-36.Di Daniele N, et al. Oncotarget. 2017 Jan 31;8(5):8947-8979. Dominguez LJ, et al.  Nutrients.  2021 Jun 12;13(6):2028.Freire ADNF, Barbosa JFS, Pereira DS, Gomes CDS, Guerra RO. Arch Gerontol Geriatr.  2020 Mar-Apr; 87:104006.Garasto S, et al.  Mech Ageing Dev. 2017 Jul: 165(Pt B):98-106.Garcia H, Miralles F.  IKIGAI The Japanese Secret to a Long and Happy Life.  Copyright 2016 Hector Garcia and Francesc Miralles.  Translation Copyright 2017 by Penguin Random House LLC.  Hill PL, Turiano NA.  Psychol Sci. 2014 Jul;25(7):1482-6.Kim S, Jazwinski SM.  Gerontology.  2018:64(6):513-520Kromhout D, Menotti A, Blackburn H (Eds). Kluwer Academic Publishers, Boston, 2002.Mazza A.  Longevity & Cellular Aging: An Integrative Approach to Healthy Aging.  Pure Encapsulations Webinar; September 18, 2024.Mazza A.  Thyroid Talk: An Integrative Guide to Optimal Thyroid Health.  Available now on Amazon.O'Keefe EL, et al.  Mo Med.  2020 Jul-Aug; 117(4):355-361Paganini-Hill A, et al.  Menopause.  2018 Nov;25(11):1256-1261.Sapolsky Robert M.  Why Zebras Don't Get Ulcers.  Holt Paperbacks, 3rd Edition; 2004Yin J, et al.  Am Heart Assoc. 2017 Sep 9;6(9):e005947.Zimniak P.  Ageing Res Rev. 2008 Dec; 7(4):281-300.Don't forget to ask your healthcare provider about any specific questions regarding your wellness.  This podcast is meant for educational purposes only. Copyright 2024 Dr. Angela Mazza DO.  Thyroid Talk with Dr. Angela Mazza, DO.  All rights reserved. Check out our YouTube channel - Dr. Angela Mazza, our website at Metabolic Center for Wellness, our FaceBook and our Instagram page.

Unofficial QuickBooks Accountants Podcast
QuickBooks Online October 2024 Updates

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Oct 17, 2024 64:15


Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo/artiffexSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction to QuickBooks Online October 2024 Updates (01:50) - Intuit Enterprise Suite: Pricing and Features (10:38) - W9 Management Module Enhancements (22:15) - AI-Powered Payroll Anomaly Detection (26:43) - HR Manager Role and Payroll Customizations (31:22) - Payroll Updates: Direct Deposit Changes (32:33) - Enhanced Payroll Cost Allocations (40:43) - Advanced Search in QuickBooks Online (48:03) - Recurring Payments and PCI Compliance (54:42) - ProConnect Tax Adjustments (57:29) - Upcoming Events and Conferences

Unofficial QuickBooks Accountants Podcast

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maintaining a positive outlook amidst industry evolution, emphasizing the importance of community and expert feedback in shaping QuickBooks' future.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientMercury - https://uqb.promo/mercury*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction and Overview (02:44) - The Evolution of Intuit and QuickBooks (04:37) - Transitioning from Desktop to Online (07:42) - The Role of Technology in Accounting (12:54) - Intuit's Community and Feedback (17:38) - New Course Announcement

Unofficial QuickBooks Accountants Podcast

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact for long-time QuickBooks Desktop users and consultants. Hector offers a candid and in-depth look at this pivotal moment in accounting software history.SponsorsFishbowl - https://uqb.promo/fishbowlIgnition - https://uqb.promo/ignitionMercury - https://uqb.promo/mercury*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction: The End of an Era (02:50) - Impact on Existing QuickBooks Desktop Users (04:42) - The Decline of QuickBooks Desktop (08:50) - Intuit Enterprise Suite: The Future of QuickBooks (12:27) - New Features and Updates in QuickBooks Desktop (26:18) - The Emotional Farewell to QuickBooks Desktop and Final Thoughts

Unofficial QuickBooks Accountants Podcast
Intuit Enterprise Suite - What We Know

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Sep 26, 2024 55:37


Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also speculate on pricing, integration with third-party apps, and how this new offering might reshape Intuit's relationship with solution providers and ProAdvisors.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melio interVal - https://uqb.promo/intervalSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Firm of the Future Article - https://www.firmofthefuture.com/product-update/intuit-launches-new-solution-intuit-enterprise-suite/IES Terms and Conditions- https://www.intuit.com/legal/terms/en-us/enterprise-suite/online/In the Know Handouts - https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2FmqGQ9PvRSTuzxNO0gVbf_September%202024_InTheKnow_Handout.pdfIES Accountant's Showcase & Training - https://www.intuit.com/enterprise/accountant/?CID=ITK__US_IES__acct_webinar_Hector's Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:27) - New Intuit Enterprise Suite (01:25) - Initial Reactions and Key Features (03:32) - Pricing Speculations and Customization (09:21) - Multi-Company Management and User Permissions (14:10) - Cross Entity Workflow Templates (22:30) - Advanced Reporting and Project Management (36:00) - AI and Integrations: Profitability Monitoring (46:52) - AI Forecasting (49:35) - Future Enhancements and Industry Customization (52:33) - Upcoming Events and Training

The Divorcing Religion Podcast
Mick Larson - WWJD on Election Day

The Divorcing Religion Podcast

Play Episode Listen Later Sep 25, 2024 58:00


Mick Larson - WWJD on Election DayDivorced: ChristianityCW: Politics, reproductive rightsMick Larson is a documentary film producer and director. His work is focused on social justice, politics, religion & evolutionary psychology. Today we discuss three of Mick's documentaries:What Would Jesus Do On Election Day?" The series is currently available at www.wwjd.vote and will soon be available on Amazon and Apple streaming platforms. Given the upcoming election in the USA, I recommend watching this series immediately and sharing it with the conservative Christians in your life. "America's Abortion Fetish: Conservatives Need to Control Women and Uphold Patriarchy." This documentary examines conservatives' use of the fetus as a trojan horse to control women's sexuality and reproductive rights. The trailer can be viewed at www.abortionfetish.com"Alpha God," based on the book "Alpha God" by Dr. Hector Garcia, exploring why God is male and the historical ramifications of this creator male God. You can watch the trailer at www.alphagod.worldWebsiteswww.micklarson.orgwww.wwjd.votewww.abortionfetish.comwww.alphagod.world(https://youtu.be/Wqe69IqWoBE)https://open.spotify.com/show/63ipaIalDU8qImWImZY15q?si=c4ab404447ae4e40Support this podcast by becoming a Member of the CORT YouTube channel! When you Support this podcast by joining our YouTube membership (starting as low as $3/month) you'll get early access to all of our new content, access to badges and special chat emojis, and more. Every dollar helps, so sign up to be a member today by clicking "Join" under the video. Subscribe to the audio-only version here: https://www.divorcing-religion.com/religious-trauma-podcastFollow Janice and the Conference on Religious Trauma on Social Media: Mastodon: JaniceSelbie@mas.toThreads: Wisecounsellor@threads.netTwitter: https://twitter.com/divorcereligionTwitter: https://twitter.com/Wise_counsellorTwitter: https://twitter.com/ComeToCORTFacebook: https://www.facebook.com/DivorcingReligionTikTok: https://www.tiktok.com/@janiceselbieInstagram: https://www.instagram.com/wisecounsellor/The Divorcing Religion Podcast is for entertainment purposes only. If you need help with your mental health, please consult a qualified, secular, mental health clinician.Podcast by Porthos MediaCopyright 2024 www.porthosmedia.netSupport the show

Unofficial QuickBooks Accountants Podcast
Exactly What to Say to Accountants

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Sep 19, 2024 32:45


Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/meliointerVal - https://uqb.promo/intervalSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comWhere to buy Exactly What to Sayhttps://amzn.to/47xZzob Links/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:48) - Exactly What to Say to Accountants (02:04) - Alicia's Experience with the Book (03:56) - Implementing the Book's Principles (09:07) - Key Principles from the Book (17:02) - Practical Applications and Examples (24:15) - Alicia's Email Example (31:16) - Wrapping Up and Final Thoughts

Unofficial QuickBooks Accountants Podcast
Misc. Musings on QuickBooks | Sept 2024

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Sep 12, 2024 57:14


Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melioPractice Protect - https://uqb.promo/protectSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:29) - Unexpected Bank Fees (06:04) - QuickBooks Payments and QSP Benefits (16:46) - New QuickBooks Features: Intuit Documents (23:24) - Google Drive and Dropbox Integration Plus Mobile Device Uploads (30:41) - Understanding the QR Code Workflow (36:25) - New QuickBooks Login Page and Speculations (39:00) - Challenges with QuickBooks Modernization (44:27) - Import Data Screen: Cosmetic Changes and Limitations (51:42) - Upcoming Events and Conferences

Unofficial QuickBooks Accountants Podcast
Intuit Dome Is the Future

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Sep 5, 2024 38:11


This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand. SponsorsFishbowl - https://uqb.promo/fishbowlMelio - https://uqb.promo/melioPractice Protect - https://uqb.promo/protectSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:32) - Exploring the Intuit Dome (02:17) - Intuit Dome's Cutting-Edge Technology (03:33) - Steve Ballmer and the Clippers (08:37) - Intuit's Branding and Future Vision (10:40) - More About the Uniqueness of the Venue (13:47) - Challenges and User Experiences (20:45) - Financial Insights and Naming Rights (28:33) - Final Intuit Dome Thoughts (32:42) - Upcoming Classes and Conferences (37:38) - Conclusion and Farewell

Unofficial QuickBooks Accountants Podcast
Intuits FY 2024 Earnings

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Aug 29, 2024 46:19


Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance tools and Intuit's renewed focus on international markets, offering valuable insights for QuickBooks users and accounting professionals alike.SponsorsMakersHub - https://uqb.promo/makershubMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:27) - CEO's Statement and AI Strategy (02:45) - Intuit's Five Big Bets (05:28) - MailChimp's Growth and Strategy (07:57) - Mid-Market Strategy and Challenges (11:27) - Earnings Report Breakdown (24:56) - Turbo Tax Growth (32:31) - QuickBooks Online and Desktop Ecosystem (40:20) - Investor Insights and Future Projections (44:27) - Closing Remarks and Call to Action Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

SiKutuBuku
Rahasia Hidup Bahagia Orang Jepang | Ikigai

SiKutuBuku

Play Episode Listen Later Aug 26, 2024 6:39


Temukan rahasia hidup bahagia ala orang Jepang! Kami akan membahas konsep Ikigai, prinsip hidup yang menjadi kunci kebahagiaan dan umur panjang orang Jepang. Terinspirasi dari buku "Ikigai: The Japanese Secret to a Long and Happy Life" karya Hector Garcia dan Francesc Miralles, informasi ini akan mengupas tuntas bagaimana Ikigai dapat mengubah hidup. Si Kutu Buku akan membawa kamu melalui bedah buku yang mendalam, mengungkap rahasia di balik prinsip hidup bahagia ala Jepang. Jangan lewatkan rangkuman buku non-fiksi ini yang penuh dengan wawasan berharga! Temukan bagaimana Ikigai dapat membantu kamu menemukan tujuan hidup yang membuat kamu bangun setiap pagi dengan semangat. #SiKutuBuku #Ikigai #HectorGarcia #FransecMiralles #ReviewBuku #BedahBuku #RahasiaHidupBahagia #RahasiaUmurPanjang #HidupBahagiaIkigai #PrinsipHidupBahagia #Jepang. Leave a comment and share your thoughts: https://open.firstory.me/user/clhb6d0v60kms01w226gw80p4/comments Powered by Firstory Hosting

Unofficial QuickBooks Accountants Podcast
QBO Payroll Updates August 2024

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Aug 22, 2024 60:37


Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect conference, including changes to the registration process and potential shifts in attendee demographics.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - QuickBooks Online Payroll Overview (05:54) - Intuit's Mid-Market Strategy (12:17) - Pros and Cons of Automated Payroll Taxes (20:56) - Implementation Details and User Guidance (32:05) - Accountant User Notifications (32:40) - Payroll Flexibility Suggestions (34:27) - Paychex vs. QuickBooks Payroll (38:54) - Pros and Cons of QBO Payroll (43:07) - Workforce App Features (53:20) - Upcoming Classes and Events (54:13) - Intuit Connect Conference Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Unofficial QuickBooks Accountants Podcast
Artificial Intelligence Part 1

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Aug 15, 2024 44:47


In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles. The hosts examine Intuit's AI initiatives like Intuit Assist and test some of the new AI features in QuickBooks Online, sharing their thoughts on the current state and future potential of AI in accounting. They emphasize the importance of accountants embracing AI while maintaining their value as human advisors and interpreters of financial data.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:13) - The Rise of ChatGPT (02:07) - AI Experiments in Accounting (03:28) - Challenges and Limitations of AI (07:00) - Training AI for Accounting (10:28) - Future of AI in QuickBooks (30:06) - Intuit Assist and AI Features (38:46) - Real-World Testing of AI (43:14) - Conclusion and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

The Successful Bookkeeper Podcast
EP431: Hector Garcia - Innovate & Create: Building Client Confidence - Part 2

The Successful Bookkeeper Podcast

Play Episode Listen Later Aug 13, 2024 34:25


“All of a sudden, the customers no longer perceive us as valuable because we failed to reframe the value that we created. The accountant and the bookkeeper's job should be giving the business owner confidence in their number.” -Hector Garcia For as long as we define our value by our skills alone, we will have to bear the threat of replacement. If all we are communicating to our clients is the completion of tasks that could just as easily be automated, we cannot be surprised that automation seems like a better option.  AI is here to stay. If we don't want to be replaced by it, we have to start reframing what it is our clients are actually paying for. We need to move away from charging for the completion of tasks, towards charging for the relationships and insights we create and offer.  Computers aren't going to steal our jobs, they are going to enhance them by freeing up more of our time to give clients more personal and meaningful services than just fixing their numbers. Hector Garcia, a popular YouTuber and CPA, is this episode's featured guest. In this second half of a two-part series, Michael and Hector discuss the value of doing things differently, and how to build client confidence and stay ahead of the curve.  If you are struggling to innovate, not sure how to get creative with your business or build client confidence, then this is the episode to get you thinking about how to leverage AI rather than be afraid of it.  During this interview, you'll learn... The value of doing things differently How to stay ahead of the curve The importance of building client confidence To find out more about Hector, click here.   Connect with him on LinkedIn, YouTube or X.   Learn more about Hector's Reframe 2024 and Right Tool App.   Click here to listen to Part 1 of this series.   Time Stamps     01:34 - Doing things differently  06:04 - Building client confidence  10:14 - Getting ahead of the curve  19:38 - Can't find the right tool? Build it! 27:17 - Getting started with AI

Unofficial QuickBooks Accountants Podcast
QuickBooks Karma? Financing Your Estimates

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Aug 8, 2024 49:03


This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They speculate on Intuit's motivations for introducing this feature, linking it to their acquisition of Credit Karma and the potential for generating revenue through loan commissions. Hector and Alicia emphasize the need for clear communication from Intuit about new features and encouraging users to check their settings to understand how this feature might affect their business interactions.SponsorsBookkeeping Biz Workshops - https://uqb.promo/bbworkshopMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:40) - Exploring Credit Karma in QuickBooks Online (02:40) - Factoring vs. Customer Financing (03:58) - Details of the Financing Offer (07:03) - Fine Print and Terms (26:23) - Privacy Concerns and User Permissions (39:09) - Speculations and Future Implications (43:04) - Conclusion and Final Thoughts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

The Successful Bookkeeper Podcast
EP430: Hector Garcia - Innovate & Create: Reframing Your Story - Part 1

The Successful Bookkeeper Podcast

Play Episode Listen Later Aug 6, 2024 27:18


“Innovation means always doing it differently, always doing it better. Innovation is not always technology; innovation is providing a different point of view to the status quo.”  -Hector Garcia   There will always be people more successful than we are. This is only a problem if we decide it's not worth taking any action to better our lives because we'll never be better than those we idolize. Success doesn't have to mean being the best. Having a healthy, steadily growing business, with loyal clients and dedicated employees is a feat that should be celebrated.    Very few people become well-known overnight, it takes time and the confidence to keep putting yourself out there, even if your numbers are low to start with. The more consistent we are, the faster those numbers begin to rise. Especially when you stop trying to sell people something and start showing them you want to authentically help them.   Hector Garcia, CPA and YouTuber, is this episode's featured guest. In this first of a two-part series, Michael and Hector explore how to successfully market ourselves, the power of an innovation mindset, and why connecting authentically matters.    If you are tired of letting other people's success paralyze you into inaction and want to learn to market yourself better, then this is the episode to get you thinking innovatively about the future of your business.    During this interview, you'll learn... The value of putting yourself out there How to embrace an innovation mindset  The importance of competing against yourself, not others To find out more about Hector, click here.    Connect with Hector on LinkedIn, YouTube or X.   Time Stamps   02:48 - Hector discusses his career journey  08:33 - Transitioning to hands-off business  14:55 - Putting yourself out there 21:49 - Success isn't a zero-sum game This episode is brought to you by our great friends at BILL! BILL automates your clients' AP, AR, spend, and expense, and lets them track and manage their cash flow, in real-time. You can also use the BILL Accountant Console to access insights to level up your advisory services plus so much more! To learn how BILL can help you and your clients, and to sign up for the referral program, visit thesuccessfulbookkeeper.com/bill.

From The Hart
100 Hector Garcia: An Unlikely Journey from Chaos to Compassion

From The Hart

Play Episode Listen Later Aug 3, 2024 95:15


In this conversation, Ed Hart and Hector discuss Hector's journey from a challenging childhood in a rough neighborhood to becoming a successful entrepreneur and mentor. Hector shares how he developed his superpower of connecting with people and how his parents' values and actions influenced him. He also opens up about witnessing violence, going to jail, and the turning point that led him to change his life. Despite the hardships, Hector emphasizes the importance of finding mentors, breaking the cycle of abuse, and choosing the right path. He expresses gratitude for his experiences and the opportunity to inspire and help others. Hector Garcia, an entrepreneur and creative designer, shares his journey of personal growth and success. He emphasizes the importance of being authentic and accountable for one's actions. Hector's goal for the next 10 years is to continue growing, inspiring others, and being his true self. He wishes for his daughters to embrace their authenticity and be proud of who they are. Hector's heart is filled with empathy, determination, joy, and gratitude. He practices breathwork to cleanse his heart and soul and strives to be the best version of himself every day. Listen, connect, and be inspired! Enjoy! #LifeJourney #MentalHealthAwareness #EmpathyAndConnection #Mentorship #HealingThroughConnection CHAPTERS: 00:00 - Intro 00:31 - Childhood connections 05:17 - Early mentors 06:11 - Heritage and identity 09:46 - Hector LaMarque story 10:58 - Childhood lessons 19:36 - Art as an escape 20:26 - Witnessing violence and incarceration 22:29 - The murder night 27:34 - Charged with Murder 1 31:15 - Jail release experience 34:31 - Overcoming tough situations 39:31 - Past influences on fatherhood 42:10 - Lessons from my story 43:45 - Advice for those in struggle 47:16 - From despair to gratitude 49:38 - Heartbreaking moments 51:42 - Starting a business post-prison 52:05 - Importance of mentors 56:47 - Battling imposter syndrome 01:01:06 - Career realization in creativity 01:03:29 - First business venture 01:06:07 - Naming "The Bad Stuff" 01:16:10 - Contacting Hector 01:19:25 - Wrong place, right time 01:22:15 - Book discussion 01:24:10 - Excerpt from Boomer Wisdom 01:25:50 - Meaning of "It fell and I broke it" 01:30:15 - Goals for the next decade 01:31:10 - Aspirations for daughters 01:32:55 - Current feelings 01:34:03 - Breathwork for energy and positivity You can reach Hector at https://www.mbncreative.com/

Unofficial QuickBooks Accountants Podcast

Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to prepare future generations for financial literacy and accounting careers. The hosts conclude by emphasizing the importance of passing on financial knowledge to younger generations and promoting U.S.-based accounting talent, while also sharing updates about their own educational initiatives in the accounting field.SponsorsClient Hub- https://uqb.promo/clienthubMelio - https://uqb.promo/melioThe Small Business Research Institute - https://uqb.promo/ceanow(00:00) - Introduction and Wheel of Rants (02:05) - Outsourcing in the Accounting Industry (03:33) - Nearshoring and Global Labor Markets (07:41) - Economic Impact and Data Security (14:31) - Transparency in Outsourcing (18:28) - Trust, Responsibility, and Industry Changes (21:47) - Education Systems and Workforce Skills (29:31) - Financial Education Initiatives (31:18) - Call to Action: Educating the Next Generation (33:16) - Economic Implications and Future Challenges (34:42) - Closing Thoughts and Personal Updates Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Unofficial QuickBooks Accountants Podcast
QBO New Features July 2024

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 25, 2024 56:30


In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing feature and share their thoughts on how these tools could be improved or consolidated. They wrap up by mentioning upcoming events and conferences they'll be attending or hosting in the accounting industry.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/melioLendflow - https://uqb.promo/lendflow(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:41) - Discussing the New PayPal Connector (04:05) - Challenges with PayPal Connector Iterations (09:13) - New Inventory Tools Announcement (10:31) - Understanding Inventory Variants (22:56) - Real-Time Inventory Count Tool (27:39) - Etsy Integration Launch (30:11) - Organizational Charts in QBO Payroll (32:58) - Small Business Payroll Systems (34:15) - User Permissions in QuickBooks (37:01) - Ship Engine Integration in QuickBooks (47:41) - Subscription Invoices in QuickBooks (54:40) - Upcoming Events and Conferences Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Unofficial QuickBooks Accountants Podcast
Matching Bank Transactions

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 18, 2024 43:13


This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accurate records for auditing purposes. The episode also covers recent updates to the feature, including paired transfers, and touches on how third-party apps like RightTool can enhance QuickBooks functionality.SponsorsZoho Expense - https://uqb.promo/zohoexpenseMelio - https://uqb.promo/melioLendflow - https://uqb.promo/lendflow(00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast (02:37) - Understanding the Banking Feeds (03:25) - The Love-Hate Relationship with Matching Bank Feeds (04:18) - How the Match Tool Works (05:39) - Advanced Matching Explained (07:04) - Handling Deposits and Payments (09:23) - Challenges with Matching and Reconciliation (20:18) - Date Ranges and Matching (26:48) - Resolve Differences Feature (32:50) - Paired Transfers and Their Benefits (40:45) - Final Thoughts and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Bookey App 30 mins Book Summaries Knowledge Notes and More
Discovering Your Purpose: Exploring Ikigai with Hector Garcia Puigcerver

Bookey App 30 mins Book Summaries Knowledge Notes and More

Play Episode Listen Later Jul 11, 2024 2:49


Chapter 1What is IkigaiOnce upon a time in a small village in Japan, there lived a wise old man named Sensei. Sensei possessed a secret that had been passed down through generations in his family. This secret was known as Ikigai, which translates to "a reason for being" in English. Sensei believed that everyone has a unique purpose in life, a reason that drives them to get out of bed every morning.In the book Ikigai by Hector Garcia Puigcerver, we are taken on a journey to uncover this Japanese concept and how it can lead to a fulfilling and meaningful life. Through stories of centenarians and ancient wisdom, we learn that finding our Ikigai involves discovering what we are passionate about, what we are good at, what the world needs from us, and what we can be paid for. By aligning these four elements, we can unlock our greatest potential and lead a life filled with purpose and joy.Chapter 2 Meet the Writer of IkigaiHector Garcia Puigcerver uses a clear and engaging writing style to convey the emotions and meanings of Ikigai to readers. His language is descriptive and evocative, allowing readers to connect with the concept of finding purpose and satisfaction in life. By utilizing a straightforward and accessible language style, Garcia Puigcerver effectively communicates the importance of living with intention and finding joy in everyday activities. The emotions of fulfillment and contentment are vividly portrayed through his words, inspiring readers to seek out their own Ikigai.Chapter 3 Deeper Understanding of IkigaiIkigai, a Japanese concept that translates to "a reason for being," has had a significant influence on literature, culture, and society. The idea of finding one's true purpose in life and living in alignment with that purpose has resonated with people around the world, leading to a shift in thinking and behavior.In literature, Ikigai has been explored in various genres, from self-help books to works of fiction. Books like "Ikigai: The Japanese Secret to a Long and Happy Life" by Hector Garcia and Francesc Miralles have become bestsellers, encouraging readers to reflect on their own Ikigai and make changes in their lives to align with their passions and values.In culture, the concept of Ikigai has permeated popular media, with articles, videos, and social media posts discussing the importance of finding one's purpose and living a fulfilling life. Many people have found inspiration in the idea of Ikigai, leading them to make changes in their careers, relationships, and daily routines to better align with their values and passions.In society, the concept of Ikigai has sparked a movement towards greater mindfulness and self-awareness. People are increasingly seeking to understand their true purpose in life and make choices that bring them joy and fulfillment. This shift in thinking has had a positive impact on mental health, with individuals feeling more content and satisfied with their lives when they are living in alignment with their Ikigai.Overall, Ikigai has had a significant impact on individuals and society as a whole, leading to a greater emphasis on self-discovery, purposeful living, and personal fulfillment. The concept continues to inspire people to live authentically and make choices that bring them joy and meaning in their lives.Chapter 4 Other Accessible Resources1. Book: "Ikigai: The Japanese Secret to a Long and Happy Life" by Hector Garcia Puigcerver2. Website: Official website for the book "Ikigai" by Hector Garcia Puigcerver3. YouTube: Interview with Hector Garcia Puigcerver discussing Ikigai4. Podcast: Episode featuring Hector Garcia Puigcerver talking about Ikigai5. Magazine article: Feature on Ikigai and Hector Garcia Puigcerver in a major publication6. Social media: Follow Hector Garcia Puigcerver...

Unofficial QuickBooks Accountants Podcast
QuickBooks Price Increase

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 11, 2024 60:45


This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. They analyze the implications of these changes for accountants and small businesses, noting that the price hikes seem designed to push users towards QuickBooks Online. They also touch on how accountants can prepare for and communicate these changes to clients, while Alicia mentions her upcoming book on converting from QuickBooks Desktop to Online as a timely resource.SponsorsMelio - https://uqb.promo/melio RightRev- https://uqb.promo/rightrevGenwise -  https://uqb.promo/genwise(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:24) - QuickBooks Online Price Changes Breakdown (03:37) - New Pricing for QuickBooks Online Products (12:15) - QuickBooks Online Payroll Price Updates (14:00) - QuickBooks Desktop Price Increases (16:41) - Impact on QuickBooks Desktop Users (32:22) - ProAdvisor Bundle Benefits (33:37) - Enterprise Bundle and Mac Version (35:26) - QuickBooks Desktop Cleanup vs. Online (38:23) - Resellers and Pricing Challenges (40:58) - Desktop Payroll Price Increases (42:45) - Enhanced Payroll for Accountants (45:55) - ACH Payment Processing Fees (58:01) - New Book on Converting to QuickBooks Online Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Unofficial QuickBooks Accountants Podcast
QuickBooks Classes vs. Locations vs. Tags

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 4, 2024 56:00


This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.SponsorsMelio - https://uqb.promo/melio RightRev- https://uqb.promo/rightrevGenwise -  https://uqb.promo/genwise(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:47) - Understanding Tags in QuickBooks Online (11:58) - Challenges with Tags for Accountants (19:47) - Exploring Locations in QuickBooks Online (27:24) - Using Classes for Detailed Reporting (33:21) - Understanding Location Behavior in Invoices (35:00) - Default Classes for Products and Services (36:01) - Managing Customers and Projects (46:33) - The Power of Custom Fields in QuickBooks (50:54) - Advanced Custom Fields in QuickBooks Online (53:24) - Upcoming Features and Final Thoughts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboardingDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Unofficial QuickBooks Accountants Podcast
QuickBooks June 2024 Updates

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jun 27, 2024 40:48


In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences and tease upcoming episodes on QuickBooks price changes and desktop updates. Additionally, Alicia reveals she's writing a new book on converting from QuickBooks Desktop to Online.SponsorsClient Hub- https://uqb.promo/clienthub RightRev- https://uqb.promo/rightrevMakers Hub -  https://uqb.promo/makershub(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:58) - Recap of Scaling New Heights Conference (03:04) - The Importance of Community in Conferences (04:22) - Comparing Different Conferences (08:00) - QuickBooks Online Desktop App Updates (09:59) - Backdating Paychecks in QuickBooks Online Payroll (15:56) - Introducing Split Billing in QuickBooks (28:03) - I-9 Employment Verification via Workforce Portal (30:07) - QuickBooks BillPay Elite for Accountants (34:25) - Upcoming QuickBooks Updates and Price Changes (35:46) - Final Thoughts and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.com

Unofficial QuickBooks Accountants Podcast

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare the app to using QuickBooks Online in a browser, noting the trade-offs in performance and functionality. Finally, they touch on the potential for an offline mode and the limitations of not being able to use browser extensions within the app.SponsorsClient Hub- https://uqb.promo/clienthubG-Accon - https://uqb.promo/gacconMakers Hub -  https://uqb.promo/makershub(00:00) - Unofficial QuickBooks Accountants Podcast Episode 43 (03:47) - Hector Role-Plays as Intuit Product Manager (04:47) - Exploring the Desktop View Feature (06:48) - Customizing the Navigation Experience (17:51) - Tabs and Multi-Window Functionality (23:52) - Keyboard Shortcuts and Menu Navigation (29:54) - Exploring the Navigation Bar (31:23) - Zooming Features and Their Benefits (33:54) - Multi-Instance and Split Screen Capabilities (41:18) - Addressing Speed and Offline Mode Concerns (46:39) - Browser Extensions and Their Limitations (49:15) - Upcoming Courses and Conferences (52:06) - Conclusion and Final Thoughts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.com

Unofficial QuickBooks Accountants Podcast

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on wellness alongside technical topics. The hosts also discuss the evolution of QuickBooks Connect into Intuit Connect and what that might signal about Intuit's ecosystem strategy going forward. Throughout the conversation, Hector and Alicia emphasize the value of these events for learning, networking, and gaining new perspectives to enhance one's accounting career.SponsorsClient Hub- https://uqb.promo/clienthubRightRev- https://uqb.promo/rightrevBean - https://uqb.promo/bean(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - Upcoming Accounting Conferences Overview (06:18) - Alicia's Conference Experiences (15:19) - The Cost of Attending Conferences (17:31) - Scaling New Heights Conference (27:00) - Bridging the Gap Conference (34:10) - Shoutout to Vanessa Vasquez and Conferencia Fit (35:16) - Meta Consulting Academy Workshop (36:39) - USA Tax Convention (38:03) - AppyCamp: A Unique Conference for Educators (43:51) - ReFrame Conference Overview (48:00) - Intuit Connect (01:00:23) - The Future of QuickBooks and Intuit Ecosystem (01:04:10) - Digital CPA Conference and Final Thoughts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.com

The Soul of Enterprise: Business in the Knowledge Economy
Reframing the Accounting Profession: Interview with Hector Garcia

The Soul of Enterprise: Business in the Knowledge Economy

Play Episode Listen Later Jun 7, 2024 60:00


Join Ron and Ed as the interview Hector and Carlos Garcia about their upcoming conference Reframe 2024: Influential Conversations for Accountants. This conference centers on the transformative power of language in reshaping professional identities, corporate cultures, and business models within the accounting sector. Key topics will include the strategic rebranding of firms and individuals through careful word choice, preparing for challenging conversations with various stakeholders, and enhancing service value via unique offerings and persuasive language. For more information go to REFRAME2024.com and use coupon code TSOE for a 25% preferred price through June 30.

Unofficial QuickBooks Accountants Podcast

In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from. They also emphasize the importance of user feedback and suggest ways for Intuit to better engage with and compensate beta testers. Finally, they share their upcoming plans to attend and present at various accounting conferences and events.SponsorsClientHub- https://uqb.promo/clienthubG-Accon - https://uqb.promo/gacconBean - https://uqb.promo/bean(00:00) - Introduction to the Wheel of Rants (02:21) - QuickBooks Online Version Control Issues (06:43) - Intuit's Lean Startup Approach (17:23) - Impact on QuickBooks Users (26:06) - Developer Challenges with QuickBooks (31:21) - Reviving QuickBooks Labs (33:10) - Proposed Solutions for QuickBooks (34:35) - The Importance of User Feedback (40:42) - Paid Beta Testers and User Compensation (46:27) - Upcoming Conferences and Events (50:04) - Wrap Up and Future Plans Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.com

Unofficial QuickBooks Accountants Podcast
QBO New Features May 2024

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 30, 2024 47:33


In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with inventory and agriculture software, using items in bank feed transactions, and bulk editing of categorized transactions. Hector and Alicia also talk about Intuit's new weekly "In the Know" content hub and additional updates like customer invoice reminders, invoicing via text, and journal entry batch imports.SponsorsClientHub- https://uqb.promo/clienthubBlue Onion - https://uqb.promo/blueonion(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:37) - QuickBooks Desktop Payroll Phase-Out Details (07:49) - New Integrations and Partnerships (11:31) - Recertification Season for ProAdvisors (13:56) - QuickBooks Live Strategy and Expert Assist (17:05) - QuickBooks Bill Pay (25:24) - Granular Permissions for QuickBooks Online Accountants (28:50) - Introduction to Intuit's Acronyms (29:04) - New Features in QuickBooks Bank Feeds (30:26) - Splitting Transactions and Sales Receipts (33:29) - Bulk Reclassification and Categorization (36:17) - In The Know Hub and QuickBooks Updates (39:03) - Customer Reminders and Text Message Invoicing (40:55) - Controversial QuickBooks Checking Fees (44:11) - Upcoming Time Tracking Features (44:42) - What's New With Hector and Alicia and Thanks for Listening Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccounting

Unofficial QuickBooks Accountants Podcast
A Deep Dive Into Bugs, Features and More

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 23, 2024 36:21


In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its streamlined interface. Additionally, Hector shares insights from his recent videos focused on QuickBooks Online for construction and project-based accounting needs.SponsorsClientHub- https://uqb.promo/clienthubRelay - https://uqb.promo/relayBlue Onion - https://uqb.promo/blueonion(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - Recent Bug Fixes in Reports (04:51) - Enhancements in Modern Reports (07:52) - Custom Fields and Their Limitations (13:21) - Navigating Price Rules and Invoice Updates (17:32) - New Invoice Layout (18:51) - Unveiling New Features and User Interface Changes (30:36) - What Hector and Alicia Have Coming Up (31:52) - Thanks to All of Our Listeners Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccounting

Unofficial QuickBooks Accountants Podcast
Tackling the Tax Deadline Madness

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 16, 2024 23:17


On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potential solutions such as client handling of time-sensitive filings, promoting extensions, deadline-based pricing, while also highlighting some benefits of annual deadlines. They conclude by promoting Alicia's upcoming QBO class and Hector's accounting conference.SponsorsClientHub- https://uqb.promo/clienthubRelay - https://uqb.promo/relayMelio - https://uqb.promo/melio(00:00) - Introduction to the QuickBooks Accountants Podcast Rant Wheel (08:25) - Exploring Solutions to Tax Season Burnout (12:59) - The Benefits of Filing Extensions & Proactive Planning (24:42) - Closing Thoughts and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.com

Unofficial QuickBooks Accountants Podcast

Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The hosts emphasize Intuit's engagement with user feedback, third-party app ecosystem, and efforts to foster community through events like QuickBooks Connect. Despite criticisms, they argue Intuit exhibits financial responsibility that will ensure QuickBooks' longevity, benefiting accountants who embrace change.SponsorsClientHub- https://uqb.promo/clienthubRelay - https://uqb.promo/relayHarbor Compliance - https://uqb.promo/harbor(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:29) - The Positive Impact of Intuit's People and Culture (05:43) - Reflecting on Intuit's Training and ProAdvisor Program (10:04) - The Power of Feedback and Community Engagement at Intuit (24:53) - A Closer Look at Intuit's Handling of Mailchimp and TSheets (28:42) - Exploring QuickBooks Time and Its Integration Challenges (29:31) - The Power of QuickBooks Time and Its Slow Rollout (34:28) - Accountant-Approved Apps and the Need for Verification (43:22) - QuickBooks Online: A User-Friendly Platform for Small Businesses (49:16) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions (54:16) - Embracing Change and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.com

Unofficial QuickBooks Accountants Podcast
QuickBooks Live Expert Assisted: A ProAdvisor's Perspective

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 2, 2024 50:06


In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting community, offering insights into how professionals can adapt and thrive in this changing landscape.SponsorsRelay - https://uqb.promo/relayLiveFlow - https://uqb.promo/liveflowSettle - https://uqb.promo/settle(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:04) - Exploring the New Service and Community Reactions (04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact (11:59) - Dissecting the Technicalities and Future Implications (16:01) - The ProAdvisor Community and Intuit's Evolving Strategy (23:23) - Exploring Paid Support Options and ProAdvisor Involvement (25:22) - Analyzing the Financial Viability of QuickBooks Support Services (27:33) - Opportunities and Challenges in Training and Staffing (31:54) - The Impact of Intuit's Strategies on the Accounting Community (36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions (39:00) - The Future of Accounting Software and Professional Relationships (46:55) - Upcoming Events and Conferences for Accounting Professionals Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastQuickBooks Connect Conference www.quickbooksconnect.com

Unofficial QuickBooks Accountants Podcast
Mastering Journal Entries in QuickBooks Online

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Apr 25, 2024 52:52


In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and utilizing features like the reclassify transactions tool. The episode showcases the new journal entry import tool, explaining how to set up CSV files, map accounts, and overcome limitations, along with innovative uses like memo notes via zero-value entries. Whether you're an accountant, bookkeeper, or QuickBooks enthusiast, this episode enhances your understanding of journal entries and enhances efficiency in QuickBooks Online.SponsorsClientHub- https://uqb.promo/clienthubLiveFlow - https://uqb.promo/liveflowSettle - https://uqb.promo/settle(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:53) - Introduction to Journal Entries in QuickBooks Online (09:33) - The Complexities of Adjusting AR and AP in QuickBooks (20:13) - Advanced Journal Entry Techniques for Job Costing and Class Allocation (28:49) - When to Avoid Using Journal Entries (29:33) - QuickBooks Online: Reclassify Transactions Feature (30:34) - The Power and Limitations of QuickBooks Online Accountant (35:36) - Navigating QuickBooks Online: Importing Journal Entries (45:04) - Advanced QuickBooks Online Features: Adjusting Journal Entries (49:35) - Upcoming Courses and Personal Updates (51:45) - Reflections and Closing Thoughts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastQuickBooks Connect Conference www.quickbooksconnect.comFirm of the Future www.firmofthefuture.com