Podcasts about qbo

Everyone is asking - What is the best shopify connector to QBO, we'll breakdown the pros and cons of several of the key players when it comes to getting your Shopify transactions into QuickBooks.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 

Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnrLINKSIntuit's In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharingRightTool: RightTool.app, use code ROYALWISE for 20% offBooks Close episode: uqb.show/130Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Think job costing in QuickBooks Online is clunky, limited, or just plain confusing? You're not alone. But here's the real question: are you underusing what's already there?In this session, we're digging into what job and project costing actually looks like inside QuickBooks Online, and where it works well (and where it doesn't). We'll break down practical workflows for tracking income, labor, materials, and profitability by job so you can stop guessing and start seeing real numbers.We'll also cover:How Project tracking functions in QBO and what it can (and can't) handleJob costing strategies for contractors and field service businessesTracking equipment and assets tied to specific jobsInventory considerations for specialized tradesWhen you may need to integrate a tool like Fishbowl for more advanced inventory managementIf you work with contractors, construction clients, or specialized trades that need tighter cost visibility, this session will give you clarity on what's possible, and what requires a smarter tech stack.Because sometimes the answer isn't “QuickBooks can't do that.”It's “You just haven't set it up strategically.”QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 

Alicia shares her experience at BDO Evolve 2026, covering the relationship-building mindset that changed how she approached the entire conference and a session on Gen Z in the workplace that has her rethinking how accounting firms onboard and develop new staff. She also reveals that Royal Wise took home a BDO Alliance Award for Growth Strategy and breaks down the positioning and pricing decisions behind that win, plus answers a live "stump the expert" question on how QuickBooks Online handles physical versus economic sales tax nexus.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI  - http://uqb.promo/maxima(00:00) - Welcome Back From BDO (01:31) - Why Royal Wise Joined (03:07) - New Booth Big Upgrade (03:47) - BRN Summit Keynote (07:23) - Relationship Building Dinners (13:38) - Gen Z At Work Lessons (26:44) - Royal Wise Wins Award (31:53) - Ask Alicia Anything Stumper (35:43) - New Book And Classes (38:07) - Thanks And Sign Off LINKSBDO Evolve 2026: https://conference.bdoalliance.com/#section-scheduleBDO Alliance: https://www.bdo.com/about/bdo-alliance-usaBuy Alicia's Book!http://royl.ws/conversion-bookAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Matthew "Spot" Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO's new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time -- and found things better than he expected. His "cold return" experience raises a bigger question about whether proximity to the chaos has skewed how accountants assess where QBO actually stands today.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI  - http://uqb.promo/maxima(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - Spot Returns After Sabbatical (01:44) - Top ProAdvisor Backstory (02:34) - Logging Back Into QBO (03:34) - Bookmarks and Client Navigation (05:52) - Bank Feeds Speed Wins (06:46) - Receipt Upload Improvements (10:04) - AI Statement Reconciliation (13:50) - AI Tools and Reporting (19:19) - Vendor Names and Popups (20:31) - Upsells and Intuit Ecosystem (22:58) - How Spot Relearned Fast (26:21) - Clients Frustration and Change (27:19) - Accounting Future With AI (32:06) - Intuit Accountant Suite Tweaks (33:18) - Wrap Up and Whats Next LINKSAlicia's book on Amazon: http://royl.ws/conversion-bookPast episodes we reference:Kirsten Thulborn on subtle changes you don't notice: www.uqb.show/139Connect with Matthewhttps://www.parkway.businesshttps://www.linkedin.com/in/parkwayincAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia and guest Matthew Fulton break down everything covered on the QuickBooks Online ProAdvisor Level 1 and Level 2 recertification exams, from test-taking strategies to a deep walkthrough of the new features Intuit is testing you on. Along the way they unpack the expanded AI capabilities built into QBO, including the business feed, Finance AI, the Customer Hub, and the new analytics dashboards. If recertification season has been sitting on your to-do list, this episode is the push and the prep you need.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI  - http://uqb.promo/maxima.ai(00:00) - Welcome to the Unofficial QuickBooks Podcast (01:21) - Recertification Season Basics (02:25) - Level 1 vs Level 2 Value (03:46) - How the Tests Changed (04:57) - Prep Tips and Training (09:01) - Open Book Test Strategy (18:26) - Why Recertify Every Year (20:11) - This Year New Platform (26:40) - Exam Objectives Overview (32:59) - Interface and Shortcuts (35:40) - AI Features Breakdown (39:51) - AI Models Privacy and HI (47:23) - Sales Menu Overhaul (48:23) - Customer Hub Focus (49:09) - Inventory Upgrades (51:18) - Sales Orders Evolve (52:18) - Customer Hub CRM Tools (53:36) - Contracts Scheduling Calls (54:43) - Test Strategy Insights (56:29) - Expenses Vendor Updates (01:00:02) - Bill Pay Limits Approvals (01:02:30) - Bank Feeds Extraction Reconcile (01:04:55) - aaaaaaaa port Insights (01:14:41) - Level Two Projects Reports (01:16:18) - Modern Reports Scheduling (01:17:33) - Calculated Fields KPI Scorecard (01:22:20) - Wrap Up Next Steps LINKSIntuit Recertification FAQ: https://quickbooks.intuit.com/uk/accountants/renewing-online-certification/Worksheet with clickable links: https://drive.google.com/file/d/13SojHki1bOyR2xaPjWFD8Z9VxapX8-5I/viewWhat's New in QBO 2026: https://drive.google.com/file/d/1MDAerIGe3WtRKCt_N37IkZgi4nwtxAJj/viewProAdvisor Glossary: https://drive.google.com/file/d/1SPt24RBgvJSBesv6cnUDn73_ccDdtnDO/viewPast episodes we reference:Customer Hub: www.uqb.show/107Alicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In a special crossover episode with the Unofficial QuickBooks Accountants Podcast, Nancy and Questian are joined by Alicia Katz Pollock to dig into why so many technically skilled bookkeepers struggle to charge what they're worth — and what it takes to bridge the gap between expertise and authority. Alicia gets candid about her own discomfort with pricing, using a real business pivot as a window into the self-doubt that holds back even the most accomplished practitioners.Sponsors:Fishbowl  - http://uqb.promo/fishbowl(00:00) - Crossover Welcome (00:44) - Meet the Hosts (03:10) - Why Bookkeepers Undervalue (03:51) - Alicia's Wake Up Call (08:11) - Brenda Success Story (12:04) - Losing Trained Talent (17:35) - Scaling the Incubator (22:42) - Pricing and Training Model (27:06) - Hiring Employees Reality (29:18) - Building Full Program Stack (30:05) - Building Support Systems (31:12) - Pricing the Incubator (34:09) - Perks and Discounts (34:52) - Scholarships and Payment Plans (36:00) - Charging What Youre Worth (40:16) - Pilot Program Uncertainty (42:03) - Scaling for an Exit (44:04) - Owning Authority (46:29) - Experts Mantra Shift (54:43) - Do It Anyway (57:11) - Wrap Up and Takeaways LINKSA Bookkeeper's Guide To Annual Reviews | The Dancing Accountant Royalwise OWLS (On-demand Web-based Learning Solutions)The OWLS Incubator ProgramREFRAME 2026 - Event Ticket Purchase Portal Theatre of Public Speaking - Fall 2026 Cohort Accounting Discussion Forum: Bookkeepers, CPAs, EAs | Roundtable Labs Mariette Martinez | LinkedIn The Four Conversations: A New Model for Selling Expertise by Blair Enns | Goodreads BDO Alliance USA: CPA, BRN and More | BDO SheCounts - DoubleAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Ryan Pearcy, Indi Tatla and John Toon are back together covering QuickBooks updates, a significant Active Workpapers release, and two AI stories worth your attention. QuickBooks has restructured its payroll offering into three tiers: Core for simple automated salary runs, Premium adding time tracking and self-serve tools, and Elite bringing in geo-fencing and project profitability. Indi covers Intuit Intelligence, a conversational AI built into QuickBooks that lets business owners ask questions about their own data. She makes the point that QuickBooks has always been more direct about going after the business owner than Xero — this is the latest iteration of that strategy. John adds the arrival of auto-save in invoices and estimates, though he and Ryan disagree on whether it genuinely qualifies. Tax Systems has launched an AI assistant for cross-border tax via its Loctax acquisition, covering 220 jurisdictions and drawing on verified content from the International Bureau of Fiscal Documentation. Indi's take: the biggest problem with AI in tax is not speed, it's trust. John raises the billing question — if research time drops significantly, hourly-rate firms face a difficult conversation. John covers a LinkedIn video from Daryl Aw demonstrating the use of Claude to produce financial statements. Pretty much any accountant can do this. The harder question is whether you can do it reliably at scale. Digits has moved to outcome-based pricing. Firms pay only when 95% of transactions are fully automated with no human edits. Ryan thinks they're either very confident or making a desperate growth bet. John says he'd put all his most complex clients on it and never pay a penny. Also covered: WorkGuru's Easter release with new Sales and Operations Hubs, Certinia's Veda AI engine for professional services firms, and the Digital Disruptors Awards returning at Accountex North in Manchester. Advancetrack provides outsourcing and offshoring services for accounting firms, covering bookkeeping, accounts preparation, payroll, VAT and self-assessment. www.advancetrack.com 00:00 Introduction and Nostalgia 03:54 QBO launches new payroll stack 07:04 QBO launches Intuit Intelligence 12:02 QuickBooks adds auto-save to invoices and estimates 13:26 WorkGuru releases major Easter update 16:31 Ryan's AI reluctance 18:01 Active Workpapers drops April UK release 21:25 Nostalgia Trip 22:52 Tax Systems targets cross-border tax with verified AI 28:37 Wrap-Up and Community Engagement 29:37 Daryl Aw demonstrates building financial statements with Claude 33:30 Certinia launches Veda, an AI operations engine for professional services firms 36:54 Digits bets its revenue on whether its AI actually works 41:54 Register for the Digital Disruptor Awards

QuickBooks Online is retiring Classic Reports on May 22nd, and Hector Garcia is back to make sure Intuit is listening. He crowd-sourced a massive feedback thread from the accounting community and walks Alicia through what's still broken in Modern Reports — from PDF formatting and Excel export issues to drill-down behavior, column sorting, and features gated behind the Advanced SKU. Both hosts are rooting for Modern Reports to succeed, and this episode is their detailed, direct message to Intuit on what needs to get done before the deadline hits.Sponsors:Fishbowl  - http://uqb.promo/fishbowl(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:31) - Classic reports sunset (02:18) - Community feedback roundup (04:41) - Canny board and priorities (06:17) - PDF header order debate (09:54) - Shading and subtotal lines (14:46) - Advanced only report features (20:56) - Comparative columns control (22:34) - Excel export pain points (26:46) - Big data export limits (30:01) - UI UX drilldown quirks (34:42) - Bookmarking report URLs (37:02) - Fonts zoom and columns (39:09) - Scrolling and laptop reality (41:17) - Better Monitor Setup (41:59) - Default Columns Chaos (44:11) - Drilldown Workflow Fixes (48:29) - Missing Report Toggles (50:08) - Sorting and Grouping Bugs (54:01) - Reports We Still Need (56:24) - Transaction Totals Polarity (58:34) - May 22 Survival Plan (01:07:53) - Right Tool and Enterprise Suite (01:09:31) - Reframe Event and AI Reality (01:13:30) - Dates and Practical Takeaways (01:14:57) - Wrap Up and Next Steps LINKS4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907Hector's RightTool.app best add-on for QuickBooks Online via a Chrome Extension, designed by Hector Garcia(Use code ROYALWISE for a discount when you upgrade to PRO)ReframeAccounting.com REFRAME 2026: Innovate Advisory (IA); flipping the AI narrative… join us in November 5-7, 2026 in Miami for the best event you will ever attendWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Intuit Group Design Manager Kirsten Thulborn returns for a second conversation with Alicia to walk through the latest QuickBooks features built specifically with accounting professionals in mind — from payee warnings and drag-and-drop attachments in the bank feed to inline sub-account creation in the chart of accounts. The episode also covers a pair of features coming soon: account locking for tighter client controls and a stoplight-style AI confidence indicator designed to help bookkeepers move through transactions faster. Kirsten also shares how ProAdvisors can submit feedback directly to her team to help shape what gets built next.Sponsors:Fishbowl  - http://uqb.promo/fishbowl(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:10) - Why Updates Matter (02:11) - Bank Feed Payee Warnings (03:48) - Hide Match Toggle (07:17) - Faster Attachments (08:17) - Reconnect Bank Accounts (10:22) - Client Collaboration Chat (12:32) - Chart Subaccounts Inline (14:21) - Coming Soon Account Locking (16:46) - AI Confidence Stoplight (19:38) - Intuit Intelligence For Accounting (21:05) - Send Feedback And Wrap Up Alicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickQBOPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia sits down with Kirsten Thulborn, Group Design Manager at Intuit, for a rare look at how QuickBooks' user interface actually gets built — from the research behind terminology changes like "post" replacing "add," to why some friction in the UI is intentional. Kirsten pulls back the curtain on how her team balances the needs of power users (accountants and bookkeepers) with small business owners who just want to send an invoice, and what she'd redesign from scratch if she could. Plus: why UI changes feel so disruptive, the technology adoption curve, and the story behind the QuickBooks feature you've probably never noticed.SponsorsWurthy - https://uqb.promo/wurthy(00:00) - Meet Kirsten From Intuit (02:41) - Her Role And Products (03:38) - Career Path At QuickBooks (10:18) - Designing For Power Users (11:52) - Sharing New Features Better (18:05) - Where Feedback Goes (21:06) - Writing Great Feedback (24:08) - Balancing Beginners And Pros (26:34) - Business View War Story (28:51) - Designing Shared Interfaces (29:25) - Why We Say Post (31:39) - Testing UI Changes (35:55) - Why Updates Feel Emotional (39:08) - AI and Future Workflows (43:04) - AI Adoption Curve Explained (48:26) - Redesigning Setup Onboarding (51:43) - A Customer Delight Moment (53:25) - Closing Thanks and Signoff LINKSAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickQBOPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

QuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you.SponsorsWurthy - https://uqb.promo/wurthy(00:00) - Intro to Item Receipts (01:25) - Desktop Origins Explained (02:33) - PO Workflow and Missing Step (04:05) - Date Problems and Enhanced Receiving (06:06) - Inventory Offset Holding Account (09:12) - Turning It On in QBO (09:44) - Irreversible Setting and Backups (11:32) - Testing Before You Commit (12:07) - Bills Without Item Receipts Pitfall (15:43) - Workflow Tips and Reporting Soapbox (18:31) - Who Should Enable This (19:52) - Inventory Roadmap and Wrap Up (21:06) - Announcements and Final Thanks LINKSAlicia's Upcoming ClassesBudgeting in QBO: http://royl.ws/budgeting?affiliate=5393907Dan's LinksS of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Schoolofbookkeeping YouTube: https://snip.ly/SOBYTBlog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Send us Fan MailI've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I am a hundred percent Xero firm and why I genuinely love this software. This is not sponsored (but yes, please use my affiliate link!). I'm just a bookkeeper who has seen what a mess the alternative can create, and I want you to understand what you could have instead.In this episode you'll hear:Why Xero's security and data integrity controls make it the smarter choice over QBOHow Xero's reporting structure saves us massive time across our entire client rosterThe efficiency tools and automations that let us simplify pricing and serve high-volume clients without penaltyThe invoicing features and included extras that QBO actually charges you for (yes, really)Resources mentioned in this episode:Xero Partner Program (Affiliate Link): https://xeroamericas.partnerlinks.io/79afz10exu7dRelay Banking (Affiliate Link): https://relayfi.com?referralcode=ShoupCPAGoCardless (Affiliate Link): https://manage.gocardless.com/refer/us/serena/ygvg9o-amzVideos linked in this episode:Xero | Modifying Chart of Accounts: https://youtu.be/NHZLjYx2FQwXero | Reconcile Bank Accounts Pt 1: Match, Create, Transfer: https://youtu.be/D9CYOuAydacXero | Reconcile Bank Accounts Pt2: Reconcile Period: https://youtu.be/5fnwMC_QUo0Hubdoc | Audit-Proof Your Business: https://youtu.be/vzSrPZOSJ3oThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow me on YouTube: https://www.youtube.com/@ambitiousbookkeeperConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training >

Alicia and Dan break down Intuit's March "In the Know" webinar, covering the biggest product updates coming to QuickBooks this spring. The headliner is a new Buy Now, Pay Later option powered by Affirm—available right inside QBO invoices, with no extra fees and no risk to the business owner. They also dig into Books Close pricing changes, a modernized payroll run table, and new recurring and bulk payment features in Bill Pay.SponsorsWurthy - https://uqb.promo/wurthyResources (there are EVEN MORE links in the slide deck!)Intuit's ITK Slide Deck with links and QR codes: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/ykjffDsdSgCZB7mBHr7K_March2026_ProAdvisor_InTheKnow_Handout.pdfVote for Alicia & Dan + your favorite ProAdvisor for Insightful Accountant's Top ProAdvisor award, March 24 to April 26: https://survey.zohopublic.com/zs/00DALX?utm_campaign=21663829-2026%20Top%20ProAdvisor%20Awards&utm_source=2026topproadvisors_awardsportal&utm_medium=qrcodemurphCall 1-877-222-1351 to get 2 QBO Advanced shells for $68.75 eachWebinars to learn about Intuit Enterprise Suite: https://ieswebinars.intuit.com/hub/ondemand?i=QHjqXHBPTxn-a8Bzak0SgO9aL-6dgfqRQBO's Accounting AI (Bank Feeds) improvements: https://www.youtube.com/watch?v=Upq8Qk538QAAlicia's upcoming classes: Baby's Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907  3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907  Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907Intuit Enterprise Suite class on June 2: http://royl.ws/intuit-enterprise-suite?affiliate=5393907Dan's LinksS of B Blog on comparing Books Review and Books Close: https://www.schoolofbookkeeping.com/blog/what-s-the-difference-between-books-review-vs-books-close-is-it-worth-the-cost Schoolofbookkeeping YouTube: https://snip.ly/SOBYTBlog on Item Receipts and Enhanced Inventory Receiving Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Tax season tunnel vision is real — and Intuit has been quietly rolling out some significant new features while you've been heads down. Alicia walks through the new Business Tax section (including AI-powered deduction suggestions and ProConnect Tax integration), a beefed-up Customer Hub with built-in contracts and appointment scheduling, and some welcome payroll improvements around document management and employee history. If you've been wondering what's behind those price increases, this episode might just answer that question.SponsorsUNC - https://uqb.promo/uncAlicia's upcoming classes: Baby's Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907  3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907  Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia breaks down Intuit's fiscal Q2 2026 earnings report, covering strong performance from QuickBooks Online, TurboTax, and Credit Karma alongside a notable drag from MailChimp. She also unpacks Intuit's growing push into the mid-market through Intuit Enterprise Suite, its expanding AI strategy — including a new integration with Claude Cowork — and what looming price increases could mean for small businesses and their bookkeepers.SponsorsUNC - https://uqb.promo/unc(00:00) - Q2 2026 Report Overview (00:52) - QuickBooks Growth Drivers (01:16) - Intuit Enterprise Suite Surge (02:11) - Claude AI Inside IES (03:07) - QBO Services and SMB Trends (04:19) - TurboTax and Credit Karma Wins (04:53) - Assisted Tax Push (06:40) - MailChimp Slows Down (07:50) - Guidance and HI Focus (08:58) - AI Monetization and Pricing (10:39) - Competitive Moat and Data (11:49) - Wrap Up and Key Takeaways (12:30) - Alicia Updates and Classes LINKSIntuit's FQ2 January 2026 earnings report: https://investors.intuit.com/news-events/press-releases/detail/1307/intuit-reports-strong-second-quarter-results-and-reiterates-full-year-guidanceAlicia's upcoming classes: eCommerce in QBO: http://royl.ws/e-commerce?affiliate=5393907 Baby's Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907  3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Dass Journalistinnen und Journalisten viel Kaffee trinken – bei der Recherche genauso wie beim Schreiben – ist euch vielleicht bekannt. Aber auch bei Künstlerinnen und Künstlern spielt Koffein im Schaffensprozess eine (möglicherweise) gewichtige Rolle. Laut dem Tchibo Kaffeereport 2025 brauchen sogar rund 53 % der Deutschen ein bis zwei Tassen Kaffee um ihr kreatives Genie zu wecken. Daher sprechen wir in dieser Folge über nichts Geringeres als: Kaffee, Kunst und Karma. Denn: Mit einer besonderen Designkooperation wird aus einer Qbo ICONIC Kapselmaschine ein echtes Kunst-Unikat. Drei Kreative – das Berliner Duo ZEBU, der Künstler Cevin Parker und Manuel Skirl aus Wien – haben je eine Maschine gestaltet und sie vom Alltagsgegenstand zur Leinwand gemacht. Zu Gast bei "5 Tassen täglich" sind in dieser Folge Cevin Parker, Künstler und einer der kreativen Köpfe hinter der Gestaltung, sowie Christina Hansen, Produktmanagerin für Qbo Kapselmaschinen bei Tchibo. Gemeinsam erzählen sie von der Qbo Künstlerkooperation, vom kreativen Prozess – und ob dabei eigentlich mehr Farbe oder mehr Kaffee geflossen ist.

Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.SponsorsUNC - https://uqb.promo/unc(00:00) - Wheel of Rants Setup (01:24) - Topic Software Changes (02:14) - Why Change Frustrates Pros (04:15) - Staying Current With Updates (06:16) - AI Shifting Software UI (11:42) - Industry Wake Up Call (16:06) - Stability Versus Innovation (20:04) - Modern Reports Reliability (24:24) - Apple Liquid Glass Woes (26:39) - Adapting To New Ecosystems (29:04) - Wrap Up And Takeaways (29:32) - What Dan And Alicia Are Doing (31:05) - Final Thanks And Sign Off LINKSAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.SponsorsUNC - https://uqb.promo/uncResources:In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdfPartner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60Canny for product feedback: http://intuit.canny.ioCustomer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later' in QuickBooks (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists) (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time? (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO (52:43) - What's Next: Intuit Podcasts, Intuit Connect, and July's Mysterious AI Agents (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.Donna Reade and Deb Kilsheimer join the panel to discuss the differences between QBO and Digits for those that might be looking to add Digits to their suite of supported offerings.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping01:42 Welcoming the Audience02:01 Introducing the Series and Today's Topic02:36 Guest Speakers: Deb and Donna04:41 Deb and Donna's Background07:18 QB Power Hour Overview08:00 Intuit Accountant Suite Pricing13:11 Exploring Digits: An Alternative to QuickBooks14:06 Why Deb and Donna Chose Digits17:55 The Future of Accounting with AI24:21 Digits Features and Ideal Clients35:29 Understanding the Background Operations36:06 Collaboration Features in Digits36:49 Adapting to New Generations and Technologies37:46 Transitioning to Digits: Challenges and Solutions39:26 Why Choose Digits Over Other Platforms?42:18 Client Onboarding and Training43:23 Adapting to Change: Personal Experiences47:49 Ideal Clients for Digits57:02 Pricing and Value Proposition59:32 Final Thoughts and Future Directions

Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts' Banter (00:45) - Intuit Connect Experience (01:37) - Intuit Enterprise Suite for Construction (03:24) - New Features in Intuit Enterprise Suite (08:04) - Challenges and Solutions in Intuit Enterprise Suite (15:12) - MailChimp Integration with QuickBooks (24:57) - Customer Hub Overview (29:19) - Exploring New Features in Online Bill Pay (30:18) - AI and Machine Learning in Bill Processing (33:46) - Bill Payment Speeds and Security Measures (37:20) - Accountant Tools and Client Management (41:03) - Recurring Invoices and Customer Dashboards (42:28) - Lending Options and Financial Products (47:09) - Upcoming Courses and Collaborations LINKSCustomer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:25) - Year-End Cleanup for Tax Time (02:30) - Importance of Accurate Bookkeeping (04:32) - QuickBooks Tools for Cleanup (14:49) - Reconciling Accounts Properly (18:19) - Categorizing Transactions Correctly (20:51) - Adjusting Inventory and Equity (24:42) - Analyzing Reports for Anomalies (26:03) - Conclusion and Class Promotion Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts (00:36) - Importance of Feedback (01:24) - History of QuickBooks Feedback Systems (02:01) - Current Feedback Methods (03:04) - Feedback Processing and Action (04:43) - Using Loom for Feedback (06:36) - Introduction to Canny Boards (10:14) - Navigating the Canny Boards (17:59) - Submitting Effective Feedback (19:13) - Encouragement to Use Canny Boards (21:51) - Upcoming Events and Classes (25:52) - Conclusion and Final Thoughts LINKSCheck out Canny at intuit.canny.ioAlicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907   Margie's Free Class Friday: www.akadian.com/lockerroomWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:19) - Diving into 1099 Forms (01:53) - Understanding 1099 Compliance (04:43) - Different Types of 1099 Forms (06:46) - QuickBooks and 1099 Management (07:25) - W-9 Forms and Common Mistakes (09:54) - Independent Contractors vs. Employees (13:34) - Who Needs a 1099? (17:56) - Payment Methods and 1099 Exemptions (22:59) - Using QuickBooks for 1099 Filing (29:24) - Filing and Correcting 1099s (41:33) - Conclusion and Additional Resources Alicia's Current Classes1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:48) - QuickBooks Online Innovations (01:44) - Bank Feed Enhancements (06:56) - Client Requests and MasterCard Integration (18:27) - Operational Software Hurdles Removed (19:27) - Text-Based Payroll Management (22:00) - Document Management and Employee Onboarding (28:12) - Tax Impounding and Auto Filing (35:02) - Intuit Intelligence and Business Analytics (42:46) - Upcoming Classes and Events LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Connect with DanSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour Webinar 1099 Strategies: Is QB Enough? - https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to the Christmas Edition (00:59) - QuickBooks Online: New Features and Improvements (01:41) - Account and Settings Updates (02:47) - Banking Feed Enhancements (04:55) - QuickBooks Time Integration (07:04) - Sales Tax Center (17:05) - Modern Reports: New Features (21:03) - Backup and Restore Utility (23:44) - Payroll Agent and Time Tracking (26:25) - Upcoming Classes and Final Thoughts LINKSAlicia's QBO classes related to this episode:Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Sales Tax: http://royl.ws/SalesTax?affiliate=5393907QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907Alicia's Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907Alicia's Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907Rewind for backups: http://royl.ws/RewindAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKSMentions in episode:  Alicia's Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390  DanIntuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:20) - Conference Recap and Key Questions (01:07) - Personal Reflections and Gratitude (02:15) - Addressing Criticism and Misconceptions (04:58) - Feedback from the Community (05:38) - AI and Future Features (09:21) - Concerns About Software Stability (11:00) - Call for Stability and Consistency (12:38) - Viral Facebook Rant (24:14) - ProAdvisors' Plea to Intuit (29:19) - Positive Feedback and Gratitude (32:52) - Upcoming Classes and Conclusion Alicia's upcoming classes: Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:37) - ProAdvisor Community News (01:15) - AI Innovations and Bank Feed Updates (02:46) - Intuit Accountant Suite (09:08) - ProAdvisor Program Evolution (10:03) - New Resources and Tools      LINKSIntuit's Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_linkIn the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharingAlicia's upcoming classes: QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning client management, pricing models, hiring decisions, and even practice sales. She closes with reflections on what makes this work meaningful during a time of industry change.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Thanksgiving Theme (00:26) - The Glad to Be Here Mindset (02:13) - Impactful Changes: Client Management (04:13) - Impactful Changes: Pricing Models (04:47) - Impactful Changes: Hiring Practices (06:40) - Impactful Changes: Practice Management (09:46) - Impactful Changes: Personal Growth (11:23) - Impactful Changes: Career Pivots (12:35) - Impactful Changes: Selling Practices (13:31) - Conclusion and Gratitude LINKSAlicia's upcoming classes: Credit Cards in Business, Dec 2: http://royl.ws/QBO-credit-cards?affiliate=5393907Expense Management in QBO, Dec 4: http://royl.ws/expenses?affiliate=5393907, sponsored by Forwardly (https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock)QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe's focus on value-based conversations, and reflects on how each conference served different professional needs. Plus, hear direct feedback from conference attendees about their biggest takeaways and what Alicia learned about working nomadically while staying productive on the road.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:22) - Conference Recap: Women Who Count (06:47) - Conference Recap: Intuit Connect (10:49) - Conference Recap: Reframe (15:29) - Panel Discussion: Insights from Intuit Connect (28:33) - Living the Nomadic Life (30:34) - Upcoming Classes and Final Thoughts LINKSAlicia's upcoming classes: QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

PNA, NAO, QBO, ENSO: The Alphabet soup of what long range meteorologists refer to as "teleconnections". But how do they affect winter seasons, specifically the upcoming one for the Northeast and Midwest US? We have all the details on an all new episode of The Weather Lounge.   Thanks for listening! Be sure to leave a comment and rate the podcast. If you want to get in contact with us, you can reach us at weatherlounge@weatherworksinc.com For more information about WeatherWorks, visit: weatherworksinc.com  Certified Snowfall Totals Past Weather Reports Also, check us out on Social Media! Twitter (X) Facebook LinkedIn YouTube  

Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assembly(00:00) - Introduction: How Do You Know All This? (01:07) - Alicia's Origin Story: From Jewelry to QuickBooks (04:07) - Teaching and Technology: The Early Years (06:25) - Transition to QuickBooks: The Turning Point (11:29) - Building Expertise: From Troubleshooting to Training (13:35) - The Rise of Royal Wise: Adapting to COVID (25:45) - Staying Updated: Communities and Resources (31:14) - Conclusion: Sharing Knowledge and Upcoming Events Alicia's Upcoming Classes:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Send us a textIn this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actually prepare you to do bookkeeping work, this conversation is for you. Margie shares her incredible journey from stay-at-home mom to bookkeeping educator, and we dive deep into how she's revolutionizing the way people learn QBO and bookkeeping.In this episode you'll hear:How Margie went from a devastating divorce to building a thriving education company that's changing how bookkeepers learnThe truth about the QBO ProAdvisor certificationHow AI is going to change bookkeeping jobs and what you need to know right now to protect your career and stay relevantResources mentioned in this episode:Acadian Accounting Education: https://www.akadian.com"Everything Doc" Guide :https://www.akadian.com/everythingQBO Gym Locker Room: https://www.akadian.com/lockerroomBooks Match: https://www.booksmatch.usMeet MargiePressure is the only way to form diamonds. Margie Remmers-Davis, known as the Aha Queen of Accounting Education, is transforming what many consider a dry, boring subject into something practical, hands-on, engaging, and fun! After an unexpected divorce forced her to start over, she uncovered major gaps in accounting education while rebuilding her career through bookkeeping. Drawing on her background in software training, she founded Akadian Accounting Education, which has since empowered over 20,000 bookkeepers with the confidence, clarity, and skills to thrive. In recognition of its rapid growth and impact, Akadian was named to the prestigious Inc. 5000 list of America's fastest-growing companies.Connect with Margie

SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assemblyAFWA - https://uqb.promo/afwaConverting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.LINKSAlicia's book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsRightTool.app - mention ROYALWISE for 20% off the Pro versionAttachment Conversion: https://snip.ly/UQAPAttach Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversionhttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:58) - Understanding Migration vs. Conversion (02:35) - Challenges in Migrating Payroll (05:50) - The Importance of Admin Roles (17:41) - Migrating Attachments (23:04) - Practical Tips for Migration (30:26) - Upcoming Events and Conferences

In this episode of Canadian Investing in the US, Glen Sutherland welcomes back CPA Kristopher McEvoy for another installment of their monthly accounting Q&A series. Kristopher, a Canadian accountant based in Fonthill, Ontario, specializes in cross-border taxation and real estate investing. He tackles a key question from investors: when should you start using QuickBooks Online (QBO)? While newer buy-and-hold investors may get by with spreadsheets initially, Kristopher explains that investors with more complex operations—like flips or BRRRRs—need proper systems early on to track profitability and stay tax-compliant. Kristopher emphasizes that accounting software like QBO not only helps with tax filing but also enables better business management through automation, delegation, and financial reporting. He highlights the unique nuances of real estate bookkeeping, such as capitalizing interest during renovations and correctly categorizing repairs vs. improvements. For growing investors, Kristopher's firm, LEAP ACT, offers flat-fee bookkeeping services that scale with volume, making it especially valuable for those managing multiple deals. Listeners can connect with him at leapACT.ca and are encouraged to mention the podcast when reaching out.

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:16) - QuickBooks Connect Event (06:52) - New Features in QuickBooks Online (09:04) - Intuit Enterprise Suite Enhancements (23:48) - AI and Automation in QuickBooks (33:31) - Customer Leads and Sales Pipeline (36:08) - Integrating CRM with QBO (37:02) - Future Episode on MailChimp (37:30) - Introducing the Payroll Agent (41:28) - Employee Honesty and Payroll Management (44:16) - Nuts and Bolts of Payroll via Text (46:20) - Upcoming Webinars and Events (47:28) - Business Network and Check Remittance Feature (51:37) - Sales Tax Filing Updates (55:39) - Membership Drive and Curriculum Refresh (57:48) - Reframe Conference Announcement (59:38) - Conclusion and Final Thoughts In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdfAlicia's The Great QBO Refresh with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Send us a textToday I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing their real, raw stories plus giving you an update on where they are now (spoiler alert: they're both crushing it!). If you've been wondering whether you can actually make this work while juggling life, work, and family, this episode is going to give you all the inspiration you need.In this episode you'll hear:Erin's journey from corporate burnout to 11 clients in 6 monthsMisa's strategic approach to building her businessReal talk about overcoming limiting beliefs and handling rejectionThe power of community and external accountabilityResources mentioned in this episode:Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vipAsana, QBO, UpWorkGretchen Rubin, Human Design, Cloud Accounting PodcastMeet ErinAs Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.Connect with Erin

Send us a textHey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day.In this episode you'll hear:Getting Clients in Niche MarketsHandling Unresponsive ClientsRecording Startup ExpensesBookkeeping Practice TestsUsing Airtable, Asana, and DubsadoClient Management and Team StructureMigrating New Clients to Xero from QBOConnecting Credit Unions to XeroAnd More!Resources mentioned in this episode:Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vipBookkeeping Biz Workshops: http://bkworkshops.online/One-on-one mentoring sessions: https://www.ambitiousbookkeeper.com/contactXero: https://xeroamericas.partnerlinks.io/79afz10exu7dDubsado: https://www.dubsado.com/?c=shoupcpaOpen Phone: https://openph.one/referral/XA0kFFRExcel, Asana, Airtable, QBO, Jet ConvertThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join this cohort of The Bookkeeping Business Accelerator®️>Register for the Information Session HERE>August 26th - 5 PM PST

What SaaS metrics and financial metrics really matter when you're scaling toward your first $1 million in ARR? In episode #305, Ben Murray breaks down the essential numbers to track using his Five Pillar SaaS Metrics Framework. From building a strong accounting foundation to tracking investor metrics like retention, bookings, and gross profit, this episode gives you the tools to set your business model up for scale and eventual company valuation growth. Whether you're a founder, CFO, or finance lead, you'll learn how to implement the right KPIs before you cross the $1M mark, so you can confidently present metrics to your team and/or investors and operate with clarity. What You'll Learn: SaaSfy Your Accounting Foundation Why your accounting system (QBO, Xero, etc.) needs a SaaS-specific structure. How a clean P&L improves your ability to track revenue, margins, and KPI's. Track Bookings Data Early Why executed contracts (new ARR, expansion ARR, and contraction) are one of the most important SaaS numbers. How bookings feed your go-to-market efficiency calculations and help measure sales ROI. Retention Is Key Gross revenue retention, net revenue retention, renewal rates, and logo retention — and when each matters most. How retention signals product-market fit and impacts valuation. Other Metrics to Watch Gross profit, EBITDA, cash flow forecasting, and cash runway. How do these connect to financial strategy and your long-term investor metrics? Why These Metrics Matter Before $1M ARR: Creates a financial systems foundation for scale. Equips you to benchmark your performance against peers. Builds a data story for fundraising and valuation discussions. Avoids costly gaps in financial modeling once growth accelerates. Resources Mentioned"

Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accurate data throughout the year, not just at year-end. The episode focuses on the powerful Reclassify Transactions tool and how it can save time while ensuring data accuracy across all reporting periods.Sponsors(00:00) - Introduction and Wheel of Rants (00:31) - The Reclassify Tool: A Modern Approach (04:17) - Creating Rules for Accurate Categorization (07:34) - Using the Reclassify Transactions Tool (14:34) - Conclusion and Final Thoughts Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comLinks from Episode Use this link to access Reclassify from any QBO file, even if you don't have the QBOA briefcase: qbo.intuit.com/app/reclassify-transactionBDO Alliance: https://www.bdo.com/about/bdo-alliance-usaAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:31) - Jim's Journey with QuickBooks (04:35) - New QuickBooks Online Platform (07:14) - AI Agents in QuickBooks Online (11:17) - Bank Feed Enhancements (18:30) - AI-Powered Reconciliation (19:59) - Error Resolution Process (20:52) - AI Reconciliation and Duplication Detection (21:45) - Release Timeline for New Tools (22:35) - Anomaly Detection in Financial Statements (26:16) - Demo of Anomaly Detection Tool (37:00) - Future Enhancements and Feedback (40:59) - Conclusion and Upcoming Training Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907Intuit's Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingIntuit's Data and Security Page: https://www.intuit.com/privacy/statement/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Send us a textThis bonus episode features the live recording from Wave Seattle, where I joined forces with Alyssa Lang (the Workflow Queen) and event host Erin Pohan for an authentic conversation about business, friendship, and finding your people in the accounting industry. We shared our "biz bestie" origin story, talked about navigating personal setbacks as business leaders, and answered real questions from the audience about everything from hiring to burnout.In this episode you'll hear:How a mistakenly booked hotel room with one king bed instead of two queens led to the friendship that changed both our businessesHonest discussion about mental health, taking breaks, and why it's okay to pause when life gets overwhelmingConcrete tips for networking, building authentic relationships, and creating your own "board of directors" for different areas of lifeLive answers to questions about hiring, social media strategy, competition vs. collaboration, and pushing through burnoutResources mentioned in this episode:Ambitious Bookkeeper Facebook Community: https://www.facebook.com/groups/ambitiousbookkeeper/Asana, QBO, Xero, Marco Polo, ChatGPTXero Con, Bridging the GapHuman DesignConnect with Erin

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:22) - Initial Impressions and User Reactions (05:59) - Exploring the Dashboard Features (15:01) - Understanding the Business Feed (23:09) - Reports and Financial Planning (26:27) - Integrations and My Apps Section (27:48) - Introduction to My Accountant Tool (28:28) - Navigating the Accounting Section (28:50) - Exploring the Expenses Section (29:23) - Sales and Payment Methods (33:18) - Customer Hub and CRM Tools (34:05) - Payroll and HR Features (35:41) - Time Tracking and Projects (36:41) - Inventory and Sales Tax (37:19) - Business Tax and Lending (42:03) - Interface Updates and Bookmarks Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comRightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.Alicia's QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907Alicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDesktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:59) - QuickBooks Inventory Module Update (10:11) - New Square Connector Features (16:22) - Mineral HR Platform Overview (20:55) - Updating Employee Handbooks (23:30) - Algorithm for Personalized Suggestions (24:43) - Navigating Client Subscriptions (25:19) - Future Features and Revenue Share (28:11) - AI Agents and Upcoming Features (31:09) - New QuickBooks Dashboard (37:11) - Training and Resources for New Interface (39:44) - Conclusion and Final Thoughts Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comQuickBooks Toolkit for Accountants: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_usIntuit Connect: Intuit Connect: The premier accounting eventFirm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labelsIn the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_linkPartner Council applications are now open:https://www.firmofthefuture.com/partner-council/partner-council-applications-open/Alicia and Matthew:Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveConnect with Matthew: https://facebook.com/spotycushttps://youtube.com/parkwayinchttps://instagram.com/spotycushttps://twitter.com/spotycushttps://www.linkedin.com/in/parkwayinc/

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:34) - Company Updates and Good Problems (01:08) - Interface Changes in QuickBooks (03:30) - New Features in QuickBooks Expenses (08:20) - Settings and Notifications (18:12) - Banking Feed Enhancements (22:13) - Error Correction and New Feature Introduction (22:28) - Request Info Button in Banking Feed (26:14) - Intuit Drive and Document Storage (29:51) - Rumors and New Features in QuickBooks (34:02) - QuickBooks Time Integration (35:39) - Fusion: The New Interface (41:05) - Upcoming Events and Announcements Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!Come join Margie for Akadian's first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.SponsorsBDO Alliance - https://uqb.promo/bdo(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:39) - Exciting News: Keeper and Anchor Integration (01:53) - Details of the New Integration (04:03) - Customer-Driven Development (07:52) - Real-Life Use Cases (11:18) - Understanding Keeper and Anchor (14:50) - Initial Feedback and Reactions (16:10) - Admiration and Problem-Solving Approaches (18:39) - Industry Trends and Platform Consolidation (27:22) - Impact of Intuit's API Changes (31:11) - Future of Accounting Technology (33:19) - Upcoming Conference and Fun Plans (35:15) - Conclusion and Final Thoughts Keeper: https://keeper.app/?via=4aaea6Anchor: https://join.sayanchor.com/iX6Hba  Mention Royalwise when you sign up to get a $50 creditScaling New Heights: https://www.woodard.com/scaling-new-heights-2025•Keeper Karaoke on Monday•Grab a tutu for Tutu Tuesday at the Royalwise booth, •Royalwise Pool Party at Cabana #9 on Wednesday!Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

Send us a textIn this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.In this episode you'll hear:How to handle software costs and partnerships with Xero and GustoStrategies to differentiate yourself in a crowded bookkeeping marketThe real talk on choosing your niche and why you shouldn't let others talk you out of what you loveGame-changing client onboarding tactics that eliminate problem clients from day oneResources mentioned in this episode:Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & HoverBookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bbaBBA VIP upgrade optionSquarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfbBookkeeping Biz Workshops (coming August, evenings, 3 days)Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training at ambitiousbookkeeper.com/training