Unofficial QuickBooks Accountants Podcast

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Latest Episodes:

Everything You Need to Know About Modern Invoices Mar 06, 2025

Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, and expanded payment options such as Apple Pay, PayPal, and Venmo integration. This comprehensive tour reveals both obvious and hidden features, helping users adapt to and take advantage of the modernized invoice experience.

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

(00:00) - Introduction to the Podcast and Hosts

(01:42) - The Evolution of Modern Invoices

(03:56) - Exploring New Invoice Features

(06:23) - Navigating the Modern Invoice Layout

(06:55) - Intuit Assist and Autofill Capabilities

(13:15) - Customer Information and Sales Tax

(23:25) - Communication Boxes and Attachments

(27:27) - Subtotal, Sales Tax, and Shipping

(30:51) - Saving, Sending, and Receiving Payments

(33:27) - Managing and Customizing Invoices

(36:11) - Payment Options and Methods

(44:33) - Managing Tips and Discounts

(54:26) - Recurring Invoices and Payments

(01:00:09) - Invoice Status and Feedback

(01:02:56) - Wrapping Up and Upcoming Events

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

Links for this episode:

Intuit Support article: https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US

Alicia’s Upcoming Classes:

Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business
QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking

Dan’s Upcoming Events:

QB Power Hour - Bridging the Apps - Using Zapier to connect the missing links in integrated apps - 3/4/25 Noon EST
Workshop Wednesdays - 1PM EST - Check the website for weekly topics

Emergency for Shopify PayPal integrations! Mar 03, 2025

Alicia reveals a critical issue affecting QuickBooks users who integrate Shopify and PayPal payments, which could result in significant duplicate revenue reporting. She provides step-by-step instructions to identify, fix, and prevent this problem by correctly configuring the Commerce Center settings. This quick technical update could save your clients from substantial tax overpayments and position you as their financial hero.

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

https://royalwise.com/

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February 2025 QuickBooks Updates Feb 27, 2025

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

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

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(01:24) - QuickBooks Payments and Revenue Share Program

(09:44) - QuickBooks Live Expert Cleanup

(13:29) - Direct Deposit Reversals in Payroll

(21:46) - New Payroll Report Features

(22:27) - Consolidated Payroll Reports

(23:30) - QuickBooks Online Payroll Limitations

(26:10) - Understanding Dimensions in IES

(28:35) - Practical Applications of Dimensions

(31:11) - Future Developments for Dimensions

(33:52) - IES Reporting Enhancements

(35:40) - Closing Remarks and Upcoming Events

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

Links for this episode:

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

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Intuit’s Annual Investors Report Feb 20, 2025

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

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

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:40) - Intuit's Annual Stockholder Meeting Insights

(03:29) - Intuit's AI-Driven Strategy

(07:59) - QuickBooks Live and Expert Connections

(14:20) - Growth and Financial Metrics

(19:17) - QuickBooks Online Payroll and Ecosystem

(25:17) - Intuit's Cross-Platform Strategy

(28:10) - The Future of Mint and Data Acquisition

(34:17) - CEO Compensation and Company Growth

(38:05) - Upcoming Courses and Community Resources

(41:20) - Closing Remarks and Next Steps

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

Links for this episode:

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

Sign up to Earmark to earn free CPE for listening to this podcast
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Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants) Feb 13, 2025

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

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

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

Links/Apps Mentioned in this episode:

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

Sign up to Earmark to earn free CPE for listening to this podcast
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Now You Know: Intuit and QuickBooks January 2025 Updates Feb 06, 2025

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

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

(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast

(00:39) - Congratulations to OnPay

(03:25) - Tags Discontinued

(05:00) - QuickBooks Solopreneur Updates

(08:45) - Migration from QuickBooks Desktop to Online

(12:16) - QuickBooks Live Expert Cleanup

(20:28) - QuickBooks Customer Hub Powered by Mailchimp

(22:46) - New Recurring Payments Feature

(27:41) - Outro and Upcoming Classes

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

Links Mentioned in this episode:

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

Alicia’s classes:

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

Sign up to Earmark to earn free CPE for listening to this podcast
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Look What We Found: January 2025 Jan 30, 2025

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

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

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(00:49) - Margie's Background and Journey

(05:19) - Biometric Logins and Modern Report View

(07:12) - Add a Note in Modern Report View

(09:59) - Payroll Updates and Enhancements

(18:03) - E-commerce and Inventory Integrations

(23:11) - PayPal Integration and App Transactions

(26:42) - Limitations of Current System

(27:44) - Exciting New Feature: Printing Bills

(28:14) - Expense Claims and Bill Pay Updates

(33:45) - QuickBooks Time Settings

(37:15) - Financing Options with Credit Karma

(47:35) - New Features and Updates Recap

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

Links/Apps Mentioned in this episode:

Sign up to Earmark to earn free CPE for listening to this podcast
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Deep Dive: 1099 Wizard Jan 23, 2025

Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods.

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

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:43) - Dan DeLong's Background and Experience

(03:12) - The Importance of 1099s

(04:58) - Complexities of 1099 Forms

(09:22) - Gathering Recipient Information

(11:36) - Using QuickBooks Online for 1099s

(30:43) - Contractor Center in QuickBooks Online

(36:18) - Introduction to 1099 Preparation

(36:40) - New 1099 Wizard Features for 2025

(38:04) - Manual vs Automated 1099 Preparation

(40:10) - Cost and Billing for 1099 Services

(44:58) - Step-by-Step 1099 Preparation Process

(57:55) - Final Tips and Best Practices

(01:01:00) - Upcoming Classes and Collaborations

(01:04:28) - Conclusion and Closing Remarks

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

Links/Apps Mentioned in this episode:

Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
Alicia's QB Desktop to QBO Class https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online
Dan's schoolofbookkeeping.com
Dan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1
https://www.qbpowerhour.com/

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New Year New Lineup Jan 22, 2025

Alicia announces exciting changes to the podcast format, introducing four new regular co-hosts who will each lead specialized segments covering QuickBooks news, product deep dives, feature discoveries, and industry discussions. While beloved co-host Hector transitions to focus on his growing ventures with Reframe and RightTool, he'll continue to contribute quarterly updates on the Intuit Enterprise Suite. The new segmented format brings together industry veterans Matthew "Spot" Fulton, Dan DeLong, Margie Remmers-Davis, and Veronica Wasek, each bringing their unique expertise and perspectives to create more focused, in-depth content for listeners.

Connect with Matthew "Spot" Fulton
https://www.linkedin.com/in/parkwayinc
https://www.parkway.business

Connect with Margie Remmers-Davis
https://www.linkedin.com/in/margie-remmers
http://www.akadian.com/

Connect with Dan DeLong
https://www.linkedin.com/in/dan-delong-9010b417
https://www.schoolofbookkeeping.com/

Connect with Veronica Wasek
https://www.linkedin.com/in/veronicawasek
https://5minutebookkeeping.com/

Connect with Alicia Katz Pollock
https://www.linkedin.com/in/aliciakatzpollock
https://royalwise.com/training-for-quickbooks/

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

Intuit Enterprise Suite Updates Jan 16, 2025

Hector and Alicia explore Intuit's strategic positioning of Enterprise Suite as a mid-market solution distinct from QuickBooks Online Advanced. They break down the key features released in December 2024, including enhanced multi-entity reporting, construction-focused tools, and dimensional reporting capabilities. They discuss pricing considerations, feature limitations, and share their insights on Intuit's development roadmap for this new platform aimed at bridging the gap between small business accounting and full ERP systems.

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

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(00:26) - Introduction and New Developments in Intuit Enterprise Suite

(03:58) - Positioning and Market Strategy

(10:16) - Pricing and Multi-Entity Features

(14:33) - New Features and Updates

(20:23) - Construction-Focused Enhancements

(23:49) - AI and Workflow Innovations

(26:38) - User Permissions and Granular Controls

(30:00) - Future Predictions and Final Thoughts

(31:46) - Introduction to Multi-Entity Reporting

(33:14) - Manual Eliminations Explained

(37:07) - Challenges with Multi-Entity Management

(40:36) - API and Integration Concerns

(45:31) - Future Developments and Focus Areas

(48:30) - Challenges and Recommendations for IES

(56:18) - Conclusion and Upcoming Updates

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

Links/Apps Mentioned in this episode:

Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
Reframe 2025 Conferencehttps://reframe2025.com/
Hector’s RightTool: http://righttool.app
In the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6

Sign up to Earmark to earn free CPE for listening to this podcast
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December Updates: Bill Pay Discounts, AI Features, and QuickBooks Live Changes Jan 09, 2025

Hector and Alicia dive into the latest QuickBooks updates from December 2024, including new ProAdvisor discounts for Bill Pay Manager and the rollout of Intuit Assist's AI-powered billing features. They explore the practical implications of these changes, with Hector raising important security considerations about the new email-to-bill functionality.

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

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(01:33) - QuickBooks Online Bill Pay Manager Updates

(05:29) - ProConnect Tax Enhancements

(09:24) - Intuit Assist and AI Features

(23:44) - Future Developments and Features

(24:43) - Firm of the Future Highlights

(27:35) - Upcoming Events and Announcements

(35:20) - Hector's Farewell and Podcast Transition

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

Links/Apps Mentioned in this episode:

Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
Reframe 2025 Conferencehttps://reframe2025.com/
Hector’s RightTool: http://righttool.app
In the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6

Sign up to Earmark to earn free CPE for listening to this podcast
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RIP Tags Jan 02, 2025

A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement.

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

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(00:44) - Official Announcement: Tags Discontinued

(03:45) - History and Evolution of Tags

(05:03) - Benefits and Limitations of Tags

(08:29) - Potential Transition to Custom Fields

(14:12) - What Will Happen to Tag Users

(25:00) - Reporting and API Implications

(30:19) - Migration of Tag Data: Key Questions

(32:55) - Timing Concerns: Why During Tax Season?

(35:51) - Potential Issues with Custom Fields in Bank Feeds

(42:20) - Upcoming Events and Announcements

(47:53) - Farewell and Future Plans for the Podcast

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

Links/Apps Mentioned in this episode:

Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
Reframe 2025 Conferencehttps://reframe2025.com/
Hector’s RightTool: http://righttool.app

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

AI & 2025 Predictions Dec 26, 2024

Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
Redmond Academy - https://uqb.promo/redmond

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast

(01:25) - Retail AI: Chatbots and Accessibility

(02:03) - API-Based AI: Middleware and Integration

(04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights

(06:25) - AI in Software Development

(13:57) - AI Predictions for 2025

(23:49) - Always-On AI and AI Agents

(37:46) - Future of AI in Accounting Software

(43:26) - Conclusion and Future Plans

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

Links/Apps Mentioned in this episode:

Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conferencehttps://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
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QBO Wishlist for 2025 Dec 19, 2024

Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along the way, they share insights about the evolving relationship between accountants and automation tools.

Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
MediaBooks - https://uqb.promo/mediabooks

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(00:53) - Rethinking Pop-Ups

(06:15) - QuickBooks Labs Revival

(09:04) - Public Roadmap and Feedback Transparency

(18:11) - Perfecting Autofill

(23:03) - Turning Off AI Features

(25:26) - Issues with Reporting Features

(28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials

(35:03) - Final Wishlist Item

(39:45) - What's New with Alicia and Hector

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

Links/Apps Mentioned in this episode:

Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conferencehttps://reframe2025.com/

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

Intuit Connect Floor Report Dec 12, 2024

Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:52) - Exploring Intuit Connect
(02:20) - Innovations in Dashboards
(05:00) - Payroll Enhancements
(16:11) - Sales and Income Tax Updates
(26:18) - New Features in QuickBooks Online for Accountants
(29:17) - Bank Feeds and Transactions
(33:45) - MailChimp Integration
(37:31) - BillPay and AP Automation
(47:28) - Conclusion and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links/Apps Mentioned in this episode:

Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conferencehttps://reframe2025.com/

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

December 2024 QuickBooks Updates: Training, Tax Forms, and Task Management Dec 05, 2024

Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:35) - ProAdvisor Academy Overview
(06:08) - 1099 Enhancements in QuickBooks Online
(12:13) - New Work Center in QBOA
(17:42) - Conclusion and Upcoming Events

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

Links/Apps Mentioned in this episode:

Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Hector's App - RightTool www.righttool.app
Reframe 2025 Conferencehttps://reframe2025.com/

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

Your Complete Guide to ProAdvisor Academy Nov 27, 2024

Alicia explores the completely revamped ProAdvisor Academy, breaking down the new certification paths, training modules, and enhanced features available to QuickBooks ProAdvisors. She provides a detailed walkthrough of the six available certifications, including the new Intuit Bookkeeping certification, and explains how the point system ties into ProAdvisor benefits like premium support and third-party discounts. The episode offers valuable insights into test-taking strategies, certification requirements, and how to leverage the new Learn section to fill knowledge gaps without pursuing full certification.

Sponsors
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks
Redmond Academy - https://uqb.promo/redmond

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:01) - Accessing ProAdvisor Academy
(01:45) - ProAdvisor Academy Overview
(02:33) - Foundation Certifications
(03:41) - Intuit Bookkeeping Certification
(10:32) - Certification Levels 1 and 2
(20:17) - Desktop Certification
(22:06) - ProAdvisor Academy Learn Section
(22:53) - My History and Badges
(29:31) - Conclusion and Final Thoughts

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

Links/Apps Mentioned in this episode:

ProAdvisor Academy: https://www.firmofthefuture.com/quickbooks-proadvisor/exploring-the-new-quickbooks-proadvisor-academy/
Insightful Accountant deep dive article: https://insightfulaccountant.com/in-the-news/people-and-business/exploring-the-new-quickbooks-proadvisor-academy-certification-and-training-reinvented/
Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December:https://proadvisor.training.intuit.com/dec2024vcon/
Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907

Sign up to Earmark to earn free CPE for listening to this podcast
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QuickBooks Online Updates November 2024 Nov 21, 2024

Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.

Sponsors
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
MediaBooks - https://uqb.promo/mediabooks

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:49) - Intuit's Feature Rollout Strategy
(04:23) - ProAdvisor Academy Rebranding
(09:33) - QuickBooks Live Expert Assisted Service
(19:25) - Modern View Reports in QuickBooks
(24:43) - Inactive Pay Items in QBO Payroll
(32:32) - E-Signatures in QBO Payroll Elite
(33:21) - Exploring Workforce Management Solutions
(36:00) - Beneficial Ownership Information Reporting
(38:36) - Challenges and Industry Reactions
(40:04) - QuickBooks Live and BOI Services
(48:26) - What's Going On With Hector and Alicia
(54:37) - Final Thoughts and Reflections

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

Links/Apps Mentioned in this episode:

QuickBooks Online new features and updates—November 2024, https://www.firmofthefuture.com/product-update/november-2024-mpu/
Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907
Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December:https://proadvisor.training.intuit.com/dec2024vcon/
Hector’s Reframe conference and Exactly What to Say resources and trainings: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

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Deconstructing Sasan Goodarzi's Opening Address at Intuit Connect Nov 14, 2024

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond

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

Links/Apps Mentioned in this episode:

Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Reframe 2025 Conferencehttps://reframe2025.com/

Sign up to Earmark to earn free CPE for listening to this podcast
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(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:08) - Keynote Speech Highlights
(03:27) - The Impact of AI and Technology
(05:03) - Intuit's Strategic Directions
(11:27) - Addressing the Elephant in the Room
(13:14) - Intuit and ProAdvisors Relationship
(15:58) - Innovations in QuickBooks Live
(28:35) - Future of Accounting and Technology
(34:27) - Upcoming Classes and Final Thoughts

Reflections on Intuit Connect 2024 Nov 07, 2024

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
Royalwise - http://royl.ws/uqapodcast

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

Links/Apps Mentioned in this episode:

Lean more about Alicia's QuickBooks Training http://learn.royalwise.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Reframe 2025 Conferencehttps://reframe2025.com/

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

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:53) - Reflections on Intuit Connect
(01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi
(05:38) - The Future of Accounting: Embracing Change
(10:06) - Leadership Advice from Sasan
(16:23) - New Features Announced
(22:19) - AI Innovations and Enhancements
(31:40) - Reimagining QuickBooks Online for Accountants
(42:29) - Wrap Up and What's New with Hector and Alicia

October QBO Updates: Revenue Share, Cost Allocation & Recurring Payments Oct 31, 2024

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the transition to Credly for certification badges.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:51) - QuickBooks Payments Revenue Share Program
(08:26) - Cost Allocation in Payroll
(12:50) - New Recurring Payments Feature
(15:40) - Setting Up Recurring Payments in QBO
(20:50) - Customer Payment Options
(24:04) - Benefits of PCI Compliance
(26:57) - New ProAdvisor Training and Certification
(30:57) - Upcoming Events and Courses

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

Links/Apps Mentioned in this episode:

https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6d
Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app

Modern Reports in QBO Advanced Oct 24, 2024

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient

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

Links/Apps Mentioned in this episode:

Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia’s 1099 class: http://royl.ws/QBO1099
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:19) - Exploring Custom Report Builder Templates
(05:22) - Visualizing Reports with Chart View
(10:22) - Advanced Filtering and Boolean Logic
(18:21) - Grouping and Subgrouping Data
(22:20) - Leveraging More Columns for Detailed Insights
(28:21) - Pivot Tables and Summary Reports
(30:01) - Benefits of Pivot Tables
(34:33) - General Options and Formatting
(41:37) - Exporting and Sharing Reports
(45:19) - Upcoming Classes and Events
(48:05) - Conclusion and Final Thoughts

QuickBooks Online October 2024 Updates Oct 17, 2024

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex

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

Links/Apps Mentioned in this episode:

Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia’s 1099 class: http://royl.ws/QBO1099
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

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(00:00) - Introduction to QuickBooks Online October 2024 Updates
(01:50) - Intuit Enterprise Suite: Pricing and Features
(10:38) - W9 Management Module Enhancements
(22:15) - AI-Powered Payroll Anomaly Detection
(26:43) - HR Manager Role and Payroll Customizations
(31:22) - Payroll Updates: Direct Deposit Changes
(32:33) - Enhanced Payroll Cost Allocations
(40:43) - Advanced Search in QuickBooks Online
(48:03) - Recurring Payments and PCI Compliance
(54:42) - ProConnect Tax Adjustments
(57:29) - Upcoming Events and Conferences

A New Dawn Oct 10, 2024

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maintaining a positive outlook amidst industry evolution, emphasizing the importance of community and expert feedback in shaping QuickBooks' future.

Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Mercury - https://uqb.promo/mercury
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.

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

Links/Apps Mentioned in this episode:

Hector’s Reframe Conference - https://www.reframe2024.com/
Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

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(00:00) - Introduction and Overview
(02:44) - The Evolution of Intuit and QuickBooks
(04:37) - Transitioning from Desktop to Online
(07:42) - The Role of Technology in Accounting
(12:54) - Intuit's Community and Feedback
(17:38) - New Course Announcement

End of an Era Oct 03, 2024

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact for long-time QuickBooks Desktop users and consultants. Hector offers a candid and in-depth look at this pivotal moment in accounting software history.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Ignition - https://uqb.promo/ignition
Mercury - https://uqb.promo/mercury
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.

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

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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(00:00) - Introduction: The End of an Era
(02:50) - Impact on Existing QuickBooks Desktop Users
(04:42) - The Decline of QuickBooks Desktop
(08:50) - Intuit Enterprise Suite: The Future of QuickBooks
(12:27) - New Features and Updates in QuickBooks Desktop
(26:18) - The Emotional Farewell to QuickBooks Desktop and Final Thoughts

Intuit Enterprise Suite - What We Know Sep 26, 2024

Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also speculate on pricing, integration with third-party apps, and how this new offering might reshape Intuit's relationship with solution providers and ProAdvisors.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

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

Links/Apps Mentioned in this episode:

Firm of the Future Article - https://www.firmofthefuture.com/product-update/intuit-launches-new-solution-intuit-enterprise-suite/
IES Terms and Conditions- https://www.intuit.com/legal/terms/en-us/enterprise-suite/online/
In the Know Handouts - https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2FmqGQ9PvRSTuzxNO0gVbf_September%202024_InTheKnow_Handout.pdf
IES Accountant's Showcase & Training - https://www.intuit.com/enterprise/accountant/?CID=ITK__US_IES__acct_webinar_
Hector’s Reframe Conference - https://www.reframe2024.com/
Hector's App - RightTool www.righttool.app
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:27) - New Intuit Enterprise Suite
(01:25) - Initial Reactions and Key Features
(03:32) - Pricing Speculations and Customization
(09:21) - Multi-Company Management and User Permissions
(14:10) - Cross Entity Workflow Templates
(22:30) - Advanced Reporting and Project Management
(36:00) - AI and Integrations: Profitability Monitoring
(46:52) - AI Forecasting
(49:35) - Future Enhancements and Industry Customization
(52:33) - Upcoming Events and Training

Exactly What to Say to Accountants Sep 19, 2024

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comWhere to buy
Exactly What to Say
https://amzn.to/47xZzob

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

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(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(00:48) - Exactly What to Say to Accountants
(02:04) - Alicia's Experience with the Book
(03:56) - Implementing the Book's Principles
(09:07) - Key Principles from the Book
(17:02) - Practical Applications and Examples
(24:15) - Alicia's Email Example
(31:16) - Wrapping Up and Final Thoughts

Misc. Musings on QuickBooks | Sept 2024 Sep 12, 2024

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect

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

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

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Download the Earmark CPE App

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(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:29) - Unexpected Bank Fees
(06:04) - QuickBooks Payments and QSP Benefits
(16:46) - New QuickBooks Features: Intuit Documents
(23:24) - Google Drive and Dropbox Integration Plus Mobile Device Uploads
(30:41) - Understanding the QR Code Workflow
(36:25) - New QuickBooks Login Page and Speculations
(39:00) - Challenges with QuickBooks Modernization
(44:27) - Import Data Screen: Cosmetic Changes and Limitations
(51:42) - Upcoming Events and Conferences

Intuit Dome Is the Future Sep 05, 2024

This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand.

Sponsors
Fishbowl - https://uqb.promo/fishbowl
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect

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

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

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Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:32) - Exploring the Intuit Dome
(02:17) - Intuit Dome's Cutting-Edge Technology
(03:33) - Steve Ballmer and the Clippers
(08:37) - Intuit's Branding and Future Vision
(10:40) - More About the Uniqueness of the Venue
(13:47) - Challenges and User Experiences
(20:45) - Financial Insights and Naming Rights
(28:33) - Final Intuit Dome Thoughts
(32:42) - Upcoming Classes and Conferences
(37:38) - Conclusion and Farewell

Intuit's FY 2024 Earnings Aug 29, 2024

Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance tools and Intuit's renewed focus on international markets, offering valuable insights for QuickBooks users and accounting professionals alike.

Sponsors
MakersHub - https://uqb.promo/makershub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:27) - CEO's Statement and AI Strategy
(02:45) - Intuit's Five Big Bets
(05:28) - MailChimp's Growth and Strategy
(07:57) - Mid-Market Strategy and Challenges
(11:27) - Earnings Report Breakdown
(24:56) - Turbo Tax Growth
(32:31) - QuickBooks Online and Desktop Ecosystem
(40:20) - Investor Insights and Future Projections
(44:27) - Closing Remarks and Call to Action

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

Links/Apps Mentioned in this episode:

Links/Apps Mentioned in this episode:
- Hector’s Reframe Conference - https://www.reframe2024.com/
- Hector's App - RightTool www.righttool.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

QBO Payroll Updates August 2024 Aug 22, 2024

Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect conference, including changes to the registration process and potential shifts in attendee demographics.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:20) - QuickBooks Online Payroll Overview
(05:54) - Intuit's Mid-Market Strategy
(12:17) - Pros and Cons of Automated Payroll Taxes
(20:56) - Implementation Details and User Guidance
(32:30) - Accountant User Notifications
(33:05) - Payroll Flexibility Suggestions
(34:52) - Paychex vs. QuickBooks Payroll
(39:19) - Pros and Cons of QBO Payroll
(43:32) - Workforce App Features
(53:45) - Upcoming Classes and Events
(54:38) - Intuit Connect Conference

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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Artificial Intelligence Part 1 Aug 15, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles. The hosts examine Intuit's AI initiatives like Intuit Assist and test some of the new AI features in QuickBooks Online, sharing their thoughts on the current state and future potential of AI in accounting. They emphasize the importance of accountants embracing AI while maintaining their value as human advisors and interpreters of financial data.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:13) - The Rise of ChatGPT
(02:07) - AI Experiments in Accounting
(03:28) - Challenges and Limitations of AI
(07:00) - Training AI for Accounting
(10:28) - Future of AI in QuickBooks
(30:31) - Intuit Assist and AI Features
(39:11) - Real-World Testing of AI
(43:39) - Conclusion and Upcoming Events

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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QuickBooks Karma? Financing Your Estimates Aug 08, 2024

This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They speculate on Intuit's motivations for introducing this feature, linking it to their acquisition of Credit Karma and the potential for generating revenue through loan commissions. Hector and Alicia emphasize the need for clear communication from Intuit about new features and encouraging users to check their settings to understand how this feature might affect their business interactions.

Sponsors
Bookkeeping Biz Workshops -https://uqb.promo/bbworkshop
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:40) - Exploring Credit Karma in QuickBooks Online
(02:40) - Factoring vs. Customer Financing
(03:58) - Details of the Financing Offer
(07:03) - Fine Print and Terms
(26:23) - Privacy Concerns and User Permissions
(39:09) - Speculations and Future Implications
(43:04) - Conclusion and Final Thoughts

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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Outsourcing Overseas Aug 01, 2024

Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to prepare future generations for financial literacy and accounting careers. The hosts conclude by emphasizing the importance of passing on financial knowledge to younger generations and promoting U.S.-based accounting talent, while also sharing updates about their own educational initiatives in the accounting field.

Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow

(00:00) - Introduction and Wheel of Rants
(02:05) - Outsourcing in the Accounting Industry
(03:33) - Nearshoring and Global Labor Markets
(07:41) - Economic Impact and Data Security
(14:56) - Transparency in Outsourcing
(18:53) - Trust, Responsibility, and Industry Changes
(22:12) - Education Systems and Workforce Skills
(29:56) - Financial Education Initiatives
(31:43) - Call to Action: Educating the Next Generation
(33:41) - Economic Implications and Future Challenges
(35:07) - Closing Thoughts and Personal Updates

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

QBO New Features July 2024 Jul 25, 2024

In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing feature and share their thoughts on how these tools could be improved or consolidated. They wrap up by mentioning upcoming events and conferences they'll be attending or hosting in the accounting industry.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:41) - Discussing the New PayPal Connector
(04:05) - Challenges with PayPal Connector Iterations
(09:13) - New Inventory Tools Announcement
(10:31) - Understanding Inventory Variants
(22:56) - Real-Time Inventory Count Tool
(28:04) - Etsy Integration Launch
(30:36) - Organizational Charts in QBO Payroll
(33:23) - Small Business Payroll Systems
(34:40) - User Permissions in QuickBooks
(37:26) - Ship Engine Integration in QuickBooks
(48:06) - Subscription Invoices in QuickBooks
(55:05) - Upcoming Events and Conferences

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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Matching Bank Transactions Jul 18, 2024

This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accurate records for auditing purposes. The episode also covers recent updates to the feature, including paired transfers, and touches on how third-party apps like RightTool can enhance QuickBooks functionality.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow

(00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
(02:37) - Understanding the Banking Feeds
(03:25) - The Love-Hate Relationship with Matching Bank Feeds
(04:18) - How the Match Tool Works
(05:39) - Advanced Matching Explained
(07:04) - Handling Deposits and Payments
(09:23) - Challenges with Matching and Reconciliation
(20:43) - Date Ranges and Matching
(27:13) - Resolve Differences Feature
(33:15) - Paired Transfers and Their Benefits
(41:10) - Final Thoughts and Upcoming Classes

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

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QuickBooks Price Increase Jul 11, 2024

This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. They analyze the implications of these changes for accountants and small businesses, noting that the price hikes seem designed to push users towards QuickBooks Online. They also touch on how accountants can prepare for and communicate these changes to clients, while Alicia mentions her upcoming book on converting from QuickBooks Desktop to Online as a timely resource.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:49) - QuickBooks Online Price Changes Breakdown
(04:02) - New Pricing for QuickBooks Online Products
(12:40) - QuickBooks Online Payroll Price Updates
(14:25) - QuickBooks Desktop Price Increases
(17:06) - Impact on QuickBooks Desktop Users
(32:47) - ProAdvisor Bundle Benefits
(34:02) - Enterprise Bundle and Mac Version
(35:51) - QuickBooks Desktop Cleanup vs. Online
(38:48) - Resellers and Pricing Challenges
(41:23) - Desktop Payroll Price Increases
(43:10) - Enhanced Payroll for Accountants
(46:20) - ACH Payment Processing Fees
(58:26) - New Book on Converting to QuickBooks Online

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

QuickBooks Classes vs. Locations vs. Tags Jul 04, 2024

This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(05:12) - Understanding Tags in QuickBooks Online
(12:23) - Challenges with Tags for Accountants
(20:12) - Exploring Locations in QuickBooks Online
(27:49) - Using Classes for Detailed Reporting
(33:46) - Understanding Location Behavior in Invoices
(35:25) - Default Classes for Products and Services
(36:26) - Managing Customers and Projects
(46:58) - The Power of Custom Fields in QuickBooks
(51:19) - Advanced Custom Fields in QuickBooks Online
(53:49) - Upcoming Features and Final Thoughts

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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QuickBooks June 2024 Updates Jun 27, 2024

In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences and tease upcoming episodes on QuickBooks price changes and desktop updates. Additionally, Alicia reveals she's writing a new book on converting from QuickBooks Desktop to Online.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Makers Hub - https://uqb.promo/makershub

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:58) - Recap of Scaling New Heights Conference
(03:04) - The Importance of Community in Conferences
(04:22) - Comparing Different Conferences
(08:00) - QuickBooks Online Desktop App Updates
(09:59) - Backdating Paychecks in QuickBooks Online Payroll
(15:56) - Introducing Split Billing in QuickBooks
(28:03) - I-9 Employment Verification via Workforce Portal
(30:07) - QuickBooks BillPay Elite for Accountants
(34:25) - Upcoming QuickBooks Updates and Price Changes
(35:46) - Final Thoughts and Upcoming Events

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

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Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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Desktop App for QBO Jun 20, 2024

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare the app to using QuickBooks Online in a browser, noting the trade-offs in performance and functionality. Finally, they touch on the potential for an offline mode and the limitations of not being able to use browser extensions within the app.

Sponsors
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Makers Hub - https://uqb.promo/makershub

(00:00) - Unofficial QuickBooks Accountants Podcast Episode 43
(03:47) - Hector Role-Plays as Intuit Product Manager
(04:47) - Exploring the Desktop View Feature
(06:48) - Customizing the Navigation Experience
(17:51) - Tabs and Multi-Window Functionality
(23:52) - Keyboard Shortcuts and Menu Navigation
(29:54) - Exploring the Navigation Bar
(31:23) - Zooming Features and Their Benefits
(33:54) - Multi-Instance and Split Screen Capabilities
(41:18) - Addressing Speed and Offline Mode Concerns
(46:39) - Browser Extensions and Their Limitations
(49:15) - Upcoming Courses and Conferences
(52:06) - Conclusion and Final Thoughts

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Accounting Conferences Jun 13, 2024

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on wellness alongside technical topics. The hosts also discuss the evolution of QuickBooks Connect into Intuit Connect and what that might signal about Intuit's ecosystem strategy going forward. Throughout the conversation, Hector and Alicia emphasize the value of these events for learning, networking, and gaining new perspectives to enhance one's accounting career.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Bean - https://uqb.promo/bean

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:20) - Upcoming Accounting Conferences Overview
(06:18) - Alicia's Conference Experiences
(15:19) - The Cost of Attending Conferences
(17:31) - Scaling New Heights Conference
(27:00) - Bridging the Gap Conference
(34:10) - Shoutout to Vanessa Vasquez and Conferencia Fit
(35:16) - Meta Consulting Academy Workshop
(36:39) - USA Tax Convention
(38:03) - AppyCamp: A Unique Conference for Educators
(43:51) - ReFrame Conference Overview
(48:00) - Intuit Connect
(01:00:23) - The Future of QuickBooks and Intuit Ecosystem
(01:04:10) - Digital CPA Conference and Final Thoughts

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Is QuickBooks in Beta? Jun 06, 2024

In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from. They also emphasize the importance of user feedback and suggest ways for Intuit to better engage with and compensate beta testers. Finally, they share their upcoming plans to attend and present at various accounting conferences and events.

Sponsors
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Bean - https://uqb.promo/bean

(00:00) - Introduction to the Wheel of Rants
(02:21) - QuickBooks Online Version Control Issues
(06:43) - Intuit's Lean Startup Approach
(17:23) - Impact on QuickBooks Users
(26:06) - Developer Challenges with QuickBooks
(31:21) - Reviving QuickBooks Labs
(33:10) - Proposed Solutions for QuickBooks
(34:35) - The Importance of User Feedback
(40:42) - Paid Beta Testers and User Compensation
(46:27) - Upcoming Conferences and Events
(50:04) - Wrap Up and Future Plans

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

QBO New Features May 2024 May 30, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with inventory and agriculture software, using items in bank feed transactions, and bulk editing of categorized transactions. Hector and Alicia also talk about Intuit's new weekly "In the Know" content hub and additional updates like customer invoice reminders, invoicing via text, and journal entry batch imports.

Sponsors
Client Hub- https://uqb.promo/clienthub
Blue Onion - https://uqb.promo/blueonion

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:37) - QuickBooks Desktop Payroll Phase-Out Details
(07:49) - New Integrations and Partnerships
(11:31) - Recertification Season for ProAdvisors
(13:56) - QuickBooks Live Strategy and Expert Assist
(17:05) - QuickBooks Bill Pay
(25:24) - Granular Permissions for QuickBooks Online Accountants
(28:50) - Introduction to Intuit's Acronyms
(29:04) - New Features in QuickBooks Bank Feeds
(30:26) - Splitting Transactions and Sales Receipts
(33:29) - Bulk Reclassification and Categorization
(36:17) - In The Know Hub and QuickBooks Updates
(39:03) - Customer Reminders and Text Message Invoicing
(40:55) - Controversial QuickBooks Checking Fees
(44:11) - Upcoming Time Tracking Features
(44:42) - What's New With Hector and Alicia and Thanks for Listening

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting

A Deep Dive Into Bugs, Features and More May 23, 2024

In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its streamlined interface. Additionally, Hector shares insights from his recent videos focused on QuickBooks Online for construction and project-based accounting needs.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Blue Onion - https://uqb.promo/blueonion

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:20) - Recent Bug Fixes in Reports
(04:51) - Enhancements in Modern Reports
(07:52) - Custom Fields and Their Limitations
(13:21) - Navigating Price Rules and Invoice Updates
(17:32) - New Invoice Layout
(18:51) - Unveiling New Features and User Interface Changes
(30:36) - What Hector and Alicia Have Coming Up
(31:52) - Thanks to All of Our Listeners

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting

Tackling the Tax Deadline Madness May 16, 2024

On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potential solutions such as client handling of time-sensitive filings, promoting extensions, deadline-based pricing, while also highlighting some benefits of annual deadlines. They conclude by promoting Alicia's upcoming QBO class and Hector's accounting conference.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Melio - https://uqb.promo/melio

(00:00) - Introduction to the QuickBooks Accountants Podcast Rant Wheel
(08:25) - Exploring Solutions to Tax Season Burnout
(12:59) - The Benefits of Filing Extensions & Proactive Planning
(25:22) - Closing Thoughts and Upcoming Events

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com

What Intuit Gets Right May 09, 2024

Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The hosts emphasize Intuit's engagement with user feedback, third-party app ecosystem, and efforts to foster community through events like QuickBooks Connect. Despite criticisms, they argue Intuit exhibits financial responsibility that will ensure QuickBooks' longevity, benefiting accountants who embrace change.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Harbor Compliance - https://uqb.promo/harbor

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(04:29) - The Positive Impact of Intuit's People and Culture
(05:43) - Reflecting on Intuit's Training and ProAdvisor Program
(10:04) - The Power of Feedback and Community Engagement at Intuit
(24:53) - A Closer Look at Intuit's Handling of Mailchimp and TSheets
(28:42) - Exploring QuickBooks Time and Its Integration Challenges
(29:31) - The Power of QuickBooks Time and Its Slow Rollout
(34:28) - Accountant-Approved Apps and the Need for Verification
(43:22) - QuickBooks Online: A User-Friendly Platform for Small Businesses
(49:16) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions
(54:16) - Embracing Change and Upcoming Events

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com

QuickBooks Live Expert Assisted: A ProAdvisor’s Perspective May 02, 2024

In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting community, offering insights into how professionals can adapt and thrive in this changing landscape.

Sponsors
Relay - https://uqb.promo/relay
LiveFlow - https://uqb.promo/liveflow
Settle - https://uqb.promo/settle

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:04) - Exploring the New Service and Community Reactions
(04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact
(11:59) - Dissecting the Technicalities and Future Implications
(16:01) - The ProAdvisor Community and Intuit's Evolving Strategy
(23:23) - Exploring Paid Support Options and ProAdvisor Involvement
(25:22) - Analyzing the Financial Viability of QuickBooks Support Services
(27:33) - Opportunities and Challenges in Training and Staffing
(31:54) - The Impact of Intuit's Strategies on the Accounting Community
(36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions
(39:00) - The Future of Accounting Software and Professional Relationships
(46:55) - Upcoming Events and Conferences for Accounting Professionals

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

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com

Mastering Journal Entries in QuickBooks Online Apr 25, 2024

In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and utilizing features like the reclassify transactions tool. The episode showcases the new journal entry import tool, explaining how to set up CSV files, map accounts, and overcome limitations, along with innovative uses like memo notes via zero-value entries. Whether you're an accountant, bookkeeper, or QuickBooks enthusiast, this episode enhances your understanding of journal entries and enhances efficiency in QuickBooks Online.

Sponsors
Client Hub- https://uqb.promo/clienthub
LiveFlow - https://uqb.promo/liveflow
Settle - https://uqb.promo/settle

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:53) - Introduction to Journal Entries in QuickBooks Online
(09:33) - The Complexities of Adjusting AR and AP in QuickBooks
(20:13) - Advanced Journal Entry Techniques for Job Costing and Class Allocation
(28:49) - When to Avoid Using Journal Entries
(29:33) - QuickBooks Online: Reclassify Transactions Feature
(30:34) - The Power and Limitations of QuickBooks Online Accountant
(35:36) - Navigating QuickBooks Online: Importing Journal Entries
(45:04) - Advanced QuickBooks Online Features: Adjusting Journal Entries
(49:35) - Upcoming Courses and Personal Updates
(51:45) - Reflections and Closing Thoughts

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Is QuickBooks Online Advanced a Worthwhile Investment for Your Business? Apr 18, 2024

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing, and more. The discussion also touches on the transition from QuickBooks Desktop to the online advanced version, providing insights for accountants and small business owners considering the move.

Sponsors
Client Hub- https://uqb.promo/clienthub
LiveFlow - https://uqb.promo/liveflow
Harbor Compliance - https://uqb.promo/harbor

(00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
(03:35) - Price Comparison: QuickBooks Online Advanced vs. Plus
(05:50) - User Capacity: A Major Selling Point
(07:17) - Forecasting: Advanced Budgeting Features
(08:57) - Spreadsheet Sync: A Game-Changer for Budgeting
(20:28) - Alicia's Correction About this Feature
(22:49) - Batch Create Transactions
(26:33) - Custom User Permissions: A Work in Progress
(29:17) - Diving Into Report Customization and Limitations
(31:11) - Workflow Automation and Task Notifications: A Closer Look
(44:53) - QuickBooks Online Advanced Tech Support
(46:39) - A Few Additional Features Not Listed on QuickBooks.com

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

QuickBooks Online Interface Upgrades Apr 11, 2024

Hector and Alicia dive into the latest interface tweaks and small but impactful changes made to QuickBooks Online in the first quarter of 2024. From modernized reports with keyboard shortcuts and data source labeling to new refresh buttons and consistent font styles, they explore how these updates are enhancing the user experience for accounting professionals. They also discuss the future roadmap for QuickBooks Online's interface, including the potential for customizable settings and global preferences for accountants across client files.

Sponsors
Client Hub- https://uqb.promo/clienthub

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:12) - Diving Into QuickBooks Online's Latest Interface Tweaks
(02:28) - Exploring Modernized Reports in QuickBooks Online
(14:50) - The Evolution of QuickBooks Online's Bank Feeds
(19:35) - Enhancements in QuickBooks Online's Customer Detail Screen
(25:28) - New Features in QuickBooks Online's Expenses Tab and More
(32:53) - Final Thoughts and Future Hopes for QuickBooks Online
(34:45) - Wrapping Up with Personal Updates and Community Shoutouts

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Unveiling QuickBooks 2024 Roadmap Apr 04, 2024

Hector and Alicia break down the latest Firm of the Future article, covering upcoming innovations and new features Intuit has planned for QuickBooks Online in 2024. From enhanced user permissions to improved payroll processing, they analyze and provide their insights on these anticipated changes that could significantly impact accountants and businesses.

Sponsors
Client Hub - https://uqb.promo/clienthub

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:22) - Hector Found Some New QuickBooks Invoice Features
(07:02) - Exploring the Latest in Bank Feeds and Third-Party App Integrations
(08:59) - Intuit's Strategic Acquisition: What Does It Mean for QuickBooks?
(12:59) - Unpacking the Upcoming QuickBooks Innovations for 2024
(15:11) - Enhancements for Accountants: Role-Based Access and More
(23:09) - QuickBooks Online Advanced: New Features on the Horizon
(30:20) - Revolutionizing QuickBooks Online Payroll
(37:33) - Closing Thoughts and Remember to Subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Even More New March 2024 QBO Features Mar 28, 2024

Join Hector and Alicia as they explore QuickBooks Online's latest round of productivity enhancements for March 2024. Learn about the new 1099 correction functionality, batch payroll editing across employees, smarter bank feed transaction matching for payroll, and additional dashboard customization options. They also share insights on upcoming e-commerce integration improvements and the rollout of sequential approval workflows.

Sponsors
Client Hub- https://uqb.promo/clienthub

(00:00) - Unofficial QuickBooks Accountants Podcast
(03:19) - Welcome to the Show and a Listener Review!
(03:51) - Deep Dive into QuickBooks Online's New Features: 1099 Corrections and Payroll Enhancements
(07:25) - Exploring QuickBooks Online's Automatic Payroll Check Matching with Bank Feeds
(09:41) - Batch Editing Payroll Items: A Game-Changer for QuickBooks Users
(12:44) - Revolutionizing E-Commerce with QuickBooks Online
(18:13) - Sequential Approvals and Workflow Enhancements in QuickBooks Online Advanced
(23:31) - New Control for Accountants and KPI Insights in QuickBooks Online
(28:28) - Exploring New Health Insurance Options through QuickBooks Online Payroll
(31:28) - Alicia's and Hector's Updates and Thanks for Listening

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

QBO New Features: March 2024 Mar 21, 2024

In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the transformation of "Get Paid Upfront" into a line of credit offering, significant productivity enhancements to invoicing and navigation, and new integration partnerships with companies like Figured for agriculture. Additionally, they provide insights into the fine print and potential implications of these changes for QuickBooks users.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:53) - What We'll Cover Today
(05:43) - Exploring the Fine Print of QuickBooks' New Line of Credit
(12:11) - Navigating Between Invoices and Estimates
(21:17) - New Updates To Invoices
(24:21) - Adding Customer Reports to Invoices
(26:55) - Looking Ahead: New Features and Listener Reviews

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Reorganizing Your Lists in QBO Mar 14, 2024

In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aims to help accountants and business owners optimize their QuickBooks Online experience by streamlining and customizing these crucial lists.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Webgility- https://uqb.promo/webgility

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast!
(04:19) - Celebrating Six Months of Success and Growth
(07:41) - Diving Into QuickBooks Online: Fresh Start Cleanup Opportunities
(09:38) - Navigating the Chart of Accounts in QuickBooks Online
(23:55) - Understanding and Managing Recurring Transactions
(26:04) - Optimizing Products and Services for QuickBooks Online
(30:01) - Exploring the Nuances of Locations in QuickBooks Online
(34:43) - Maximizing the Use of Custom Form Styles
(43:36) - Setting Up Terms to Streamline Payments
(45:04) - Cleaning Up Classes and Locations for Better Organization
(48:16) - Leveraging Attachments for Better Record Keeping
(51:06) - Concluding Thoughts on QuickBooks Online List Management

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Concierge QuickBooks Online Setup Service Mar 07, 2024

In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing training and guidance tailored to the client's needs. The discussion highlights the value-added services advisors can offer beyond just migrating data to truly set clients up for success on the new platform.

Sponsors
Relay - https://uqb.promo/relay
ClientHub- https://uqb.promo/clienthub

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:41) - Introduction to Concierge Setup
(02:25) - The Importance of Desktop Migration
(04:18) - Understanding the Limitations of QuickBooks Online
(05:59) - Setting Up Bank Feeds
(12:21) - The Power of QuickBooks Online's Multi-Dimensional Features
(20:57) - Leveraging Receipt Management and Capture
(24:20) - Setting Up Report Defaults
(27:59) - Check Printing and Online Bill Pay
(29:20) - Custom Fields in QuickBooks Desktop and Online
(31:28) - Advantages of QuickBooks Online Advanced
(35:55) - Recreating Custom Reports in QuickBooks Online
(39:25) - Customizing the QuickBooks Online Interface
(43:13) - Using Delayed Charges and Credits in QuickBooks Online
(44:35) - Setting Up Budgets in QuickBooks Online
(46:49) - Different Approaches to QuickBooks Online Implementation
(50:34) - Post-Conversion Cleanup in QuickBooks Online
(52:33) - Wrap up and Remember to Subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Bank Feeds: The Good, the Bad, and the Wishlist Feb 29, 2024

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules.

Sponsors
Client Hub- https://uqb.promo/clienthub
Webgility - https://uqb.promo/webgility

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(02:57) - 2024 Bank Feeds
(04:15) - Improvements in CSV File Import
(07:08) - Fixing Automatic Transfer Suggestions
(07:49) - The Problem with Uncategorized Assets and Impact of Transfer
(10:26) - The Demise of Uncategorized Assets
(12:39) - The Role of Uncategorized Expenses
(21:19) - The Need for Better Reclassification Tools
(26:09) - Should QuickBooks Online Accountant Be a Paid Service?
(37:14) - Wishlist for Future Bank Feed Features
(46:46) - Wrap up and Thanks for Listening

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

QBO New Features: February 2024 Feb 22, 2024

Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return importing, and more. They also talk about upcoming changes to HR services and share what they are working on in their own businesses.

Sponsors
Client Hub- https://uqb.promo/clienthub

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:54) - New QuickBooks Online Features February 2024
(02:18) - Deep Dive into QuickBooks Online Payroll and QuickBooks Time
(08:40) - Share Documents in QuickBooks Online Payroll
(09:33) - Discussion on Intuit's HR Partners
(15:34) - Assinging Tasks with Custom Roles
(17:35) - We Finally Got Chase Bank Statements but We Lost Cashflow Projections
(22:43) - Updates on QuickBooks Online Bank Feeds
(28:40) - Small Update in ProConnect Tax
(30:32) - Thanks for Listening and What's Next For Hector and Alicia

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

What to do After Converting QuickBooks Desktop to Online Feb 15, 2024

In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over jobs and sub-customers to projects and re-setting user permissions in QuickBooks Online.

Sponsors
Client Hub- https://uqb.promo/clienthub

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:41) - Understanding Connected Services in QuickBooks
(05:53) - Handling Reconciliations Post Conversion
(14:25) - Setting Up New Users in QuickBooks Online
(27:42) - Managing Multiple AR and AP Accounts After Conversion
(30:11) - Understanding Unbilled Expenses
(38:13) - Sales Tax Conversion Challenges
(46:18) - Managing Projects and Subcustomers
(56:37) - Wrap Up and Remember to Subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Desktop to Online Conversions (Part 2) Feb 08, 2024

Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

(00:00) - Unofficial QuickBooks Accountants Podcast Episode 24
(02:58) - Introduction to QuickBooks Desktop to Online Conversion
(03:33) - Understanding the Conversion Process
(04:27) - Challenges in Conversion: Audit Trail and File Size
(05:22) - Preparation for Conversion: File Size and Targets
(07:22) - Dealing with Large File Sizes: The Condense Utility
(13:14) - Pre-Conversion Checks: Running Comparison Reports
(19:20) - The Conversion Process: From QuickBooks Desktop to Online
(33:46) - Post-Conversion: Comparing Reports and Adjustments
(50:18) - Closing Remarks and Future Plans

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Desktop to Online Conversions (Part 1) Feb 01, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss what does and doesn't convert when migrating from QuickBooks Desktop to QuickBooks Online, covering topics like attachments, budgets, inventory, payroll, price levels, progress invoicing, purchase orders, and assemblies. They explain the challenges involved in conversions, with costs ranging widely based on the complexity of the client's needs.

Sponsors
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(00:00) - Welcome to the show
(04:13) - The Cost of Conversion: Real-life Examples
(05:23) - The Spectrum of Conversion Scenarios
(20:56) - The Complexities of Inventory Conversion
(27:19) - The Challenges of Multi-currency Conversion
(28:14) - Understanding the Conversion Process
(28:21) - The Challenges of Payroll Conversion
(30:14) - The Intricacies of Payroll Conversion
(38:01) - The Effect of Conversion on Customer and Vendor Details
(40:30) - The Complexities of Progress Invoicing
(47:02) - The Limitations of Assemblies in Conversion
(49:14) - Wrap up and stayed tuned for new episodes

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Forecasts in QBO Advanced Jan 25, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast Episode 22
(02:41) - Overview of new QuickBooks Online Advanced forecasting feature
(05:23) - Details on how forecasts work compared to budgets in QuickBooks
(09:39) - Discussion on choosing timeframes to base forecasts on
(13:05) - Explanation of workflow to create a forecast
(18:54) - Lack of reporting and issues with forecast feature
(21:32) - Rating usefulness of forecasting without reporting
(26:27) - Suggestions for improving multi-year forecast reporting
(28:53) - Additional desired features and wrap-up

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

What's New In QBO | January 2024 Jan 19, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss new QuickBooks Online features released in January 2024, including updates to revenue recognition, a new QuickBooks Solopreneur product, and the upcoming QuickBooks Advanced Forecasting tool. They also speculate on how QuickBooks' new Live Tax offering may impact accountants and small business owners.

Sponsors
Relay - https://uqb.promo/relay
ClientHub- https://uqb.promo/clienthub

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:41) - Introduction and Personal Updates
(02:49) - Overview of New QuickBooks Online Features
(03:25) - Deep Dive into Revenue Recognition Updates
(05:59) - Revenue Recognition Flexibility and Functionality
(15:54) - Speculation on Upcoming QuickBooks Solopreneur
(24:21) - Debate on QuickBooks Live Tax and its Impact on Accountants
(30:42) - Thanks For Listening and Remember to Subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

How To Give QuickBooks Feedback Jan 12, 2024

Is Intuit really listening? In this episode, Hector and Alicia pull back the curtain on how QuickBooks handles user feedback. Learn how to make your voice heard above the noise through targeted, helpful critiques. They'll also examine common feedback pitfalls to avoid, so your suggestions make it to the top of Intuit's priority list.

Sponsors
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(00:00) - Giving QuickBooks Feedback
(02:49) - Ways to give feedback to QuickBooks
(07:01) - Feedback during beta testing
(09:05) - What happens after feedback is given
(13:45) - Prioritizing feedback
(19:17) - Challenges with scattered feedback
(22:23) - Lack of a feedback system from Intuit
(25:09) - Remembering implemented feedback suggestions
(30:03) - Multiple versions of QuickBooks Online
(33:17) - Avoiding user error feedback
(34:57) - Wrap up and remember to subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Filing 1099s in 2024 Jan 04, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss preparing 1099s in QuickBooks Online for the 2024 tax season. They cover the new 1099 platform, pricing, filing deadlines, tips for ensuring 1099s go smoothly, and some of the common pain points around collecting information and filing accurate 1099 amounts.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(03:18) - What This Episode Will Cover
(03:59) - 1099 Filing Requirements
(05:38) - 1099 Pricing & Payroll Discounts
(12:22) - Interface Improvements
(24:06) - Reporting Capabilities
(30:51) - State Filing Limitations
(36:23) - Best Practices for Smooth 1099 Filing
(44:15) - Thanks for listening and remember to subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Look What We Found Dec 28, 2023

Hector and Alicia highlight new features and updates in QuickBooks Online that they discovered in December 2023, such as enhancements to construction reporting, interface changes, and behaviors with QuickBooks Checking envelopes. They offer tips and feedback for accountants and bookkeepers using QBO based on these recent discoveries.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome To The Unofficial QuickBooks Accounting Podcast
(02:30) - Alicia's first finding - AI warning for unusual amounts
(04:49) - Hector finds new construction reports
(13:32) - Discussion of construction reporting improvements
(16:46) - Alicia on interface changes
(23:58) - More on search function and banking alerts
(28:33) - Alicia's experience with QuickBooks Checking
(33:26) - Wrap up and remember to subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

What is going on with QuickBooks Reports? Dec 21, 2023

In this episode, Hector and Alicia discuss the upcoming changes to QuickBooks Online reports, including Intuit's plans to phase out the classic reports and transition everyone to the new modernized reports by mid-2024. They highlight some of the key problems and missing features with the new reports while also praising some of the new capabilities, and emphasize the importance of providing constructive feedback to Intuit to help improve the new system.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - What is going on with QuickBooks Reports?
(03:44) - Background on why Intuit is changing the reporting
(05:31) - What's not working well with the new reports
(14:19) - Importance of user feedback
(20:58) - Other problems with new reports
(26:32) - Complaints about font differences
(34:19) - Suggestion for opt-in beta testing
(36:22) - Need for education new reports
(37:14) - Final thoughts and remember to subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

New "Little Things" in QBO Dec 14, 2023

Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also cover some newly added features in Hector's RightTool app.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Unoffical QuickBooks Accounting Podcast
(04:56) - Introduction
(05:15) - The "little things" new
(05:56) - Improved manual CSV file uploads in bank feeds
(07:20) - Advanced search updates
(08:49) - Update on removing some classic reports
(10:04) - Bank feed uploads recognizing negatives and check numbers
(12:48) - New transaction number support for manual CSV uploads
(16:31) - Enhanced reports feedback and changes
(23:55) - Customer credit card CVV code issues
(33:25) - RightTool app updates
(39:34) - Outro and wrap-up

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

The Top 10 QB Connect 2023 Announcements Dec 07, 2023

Hector and Alicia recap top announcements from Intuit's QuickBooks Connect Conference, including a redesigned ProAdvisor program, true payroll job costing, custom KPI reporting, and a partnership with Allstate for business insurance. They discuss how these new capabilities and Intuit's messaging show a commitment to strengthening their partnership with accountants.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - The Unofficial QuickBooks Accountants Podcast Episode 15
(03:24) - Introduction
(07:25) - Reimagined ProAdvisor program overview
(11:24) - QuickBooks Ledger conversion tool
(17:55) - Firm member permissions in Accountant Edition
(21:10) - True payroll job costing coming to QBO
(24:18) - Project tracking issues with Payroll tiers
(27:13) - Balance sheet budgets update
(31:21) - Exciting potential for custom KPI dashboards
(33:39) - Upcoming commerce features and inventory
(38:16) - Accountant approved app bundles
(40:08) - New Allstate partnership for insurance
(46:19) - Wrap up and final thoughts

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

RIP QuickBooks Desktop in 2024? Dec 04, 2023

Hector and Alicia react to Intuit's bombshell announcement that QuickBooks will end new subscriptions for QuickBooks Desktop Pro, Premier, and Mac after July 31, 2024 - marking the beginning of the end for the desktop software. They discuss implications for accountants and small businesses, Intuit's motivations to move users to QuickBooks Online, the pros and cons of the online platform, and hopes that resources dedicated to Desktop can now improve QuickBooks Online.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:52) - Is Intuit Killing QuickBooks Desktop In 2024?
(02:37) - Details and Impacts of Announcement
(10:24) - Why Intuit is Sunsetting Desktop
(18:12) - Perspectives on Desktop and Online
(27:07) - Other Factors Influencing Transition
(32:23) - Changes to Desktop Payroll Pricing
(47:50) - Wrap Up and Conclusions

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

The "Reimagined" ProAdvisor Program Nov 30, 2023

Hector and Alicia unpack Intuit's overhaul of their ProAdvisor program, including an updated point system, new status tiers and benefits, and how the changes intend to add more rigor and meaning to becoming a certified ProAdvisor.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:24) - Introduction
(05:50) - History and core components of the ProAdvisor program
(15:21) - Paid versions for Desktop software
(21:59) - Expanded premium support access
(29:08) - Points for clients using products, not sales
(32:38) - New community and knowledge badges
(35:43) - Popular reporting and banking badges
(38:29) - Elite firm growth consultations
(42:25) - Gold status details
(43:36) - Incentivizing advanced certification

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Becoming a QuickBooks Expert Nov 22, 2023

You know the basics of QuickBooks, but are you ready to take your skills to the next level? In this episode, Hector and Alicia discuss the key steps for going from QuickBooks beginner to pro, including getting certified, hands-on practice, utilizing online resources, and finding a mentor.

Sponsors
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Timesheets.com- https://uqb.promo/timesheets
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(00:00) - How to become a QuickBooks expert
(04:11) - What kind of books or written material can people invest in to become an expert in QuickBooks?
(12:21) - QuickBooks Desktop course in 2023
(17:47) - Using a personal QBO file to learn
(20:43) - Using classes, Locations, and tags in a personal file
(23:45) - ProAdvisor training and certifications
(28:33) - Importance of the Advanced Certification
(30:15) - Unpaid internships at accounting firms
(32:52) - Wrap up and remember to subscribe so you don't miss an episode

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Listener Mail: Revenue Recognition & Uncategorized Expenses Nov 16, 2023

Hector and Alicia answer your questions. From tracking expenses to their sources and properly categorizing transactions, utilizing automation, and using cost accounting techniques to calculate profit margins for individual products, customers, and sales channels.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
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(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:24) - Listener Mail: Revenue Recognition & Uncategorized Expenses
(18:39) - Tracking your Customer Deposits
(22:42) - QBO Advanced's new Revenue Recognition feature
(32:40) - QBO's Chart of Accounts default accounts
(36:26) - Uncategorized Assets
(38:37) - Using Books Review & Banking Options with Uncategorized Expenses
(42:39) - Apps that use Uncategorized Expenses
(47:52) - Thanks for listening and remember to subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

BONUS: What is QuickBooks Ledger? Nov 10, 2023

Hector and Alicia dig into all the details and speculation around Intuit's newest cloud accounting product QuickBooks Ledger. Is it an affordable option for write-up clients or an over-hyped limited edition QBO? What does it mean for accountants and their clients?

Sponsors
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Timesheets.com- https://uqb.promo/timesheets
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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(04:02) - Discussing the Release Date and Timeline of QuickBooks Ledger
(06:57) - QuickBooks Ledger Pricing and Target Audience
(08:49) - Key Features Included and Not Included in QuickBooks Ledger
(29:16) - Converting from QuickBooks Desktop and Downgrading from Simple Start
(48:22) - Potential Workarounds for Desktop Conversion and Simple Start Downgrading
(50:10) - Updates to QuickBooks Online Bank Feeds
(56:50) - The Importance of Fixing the Little Things

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QBO New Features October 2023 Nov 09, 2023

Alicia and Hector dive into several new features in QBO including easier payroll mapping, balance sheet budgeting, and using the cashflow planner. They also speculate what new features might be announced at QuickBooks Connect 2024.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
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(00:00) - The Unofficial QuickBooks Accountants Podcast Episode 11
(05:52) - Payroll item mapping updates
(08:05) - Budgets for balance sheets
(15:54) - Cashflow planning discussion
(30:12) - Back to balance sheet budgets
(32:52) - Workflow run history
(35:51) - Payroll local tax default frequency

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

New Bill Pay in QuickBooks & 1099 Updates Nov 02, 2023

Hector and Alicia dive into the details of Intuit's new QuickBooks Bill Pay feature, including the different subscription tiers, how it integrates with 1099 filing, and what it means for your accounting workflows.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:58) - QuickBooks Bill Pay Launch
(02:58) - Bill.com, Melio, QB Bill Pay Differences
(04:43) - QB Bill Pay Pricing & Features
(09:26) - QB Bill Pay & 1099s
(15:32) - 1099 Filing Requirements
(19:54) - Getting 1099s Without Bill Pay
(27:00) - Improvements to QB 1099 System
(31:12) - 1099 Charges for Accountants

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Online Introduces Chart of Accounts Templates Oct 26, 2023

Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.

Sponsors
LiveFlow - https://uqb.promo/liveflow
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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(03:01) - Custom report builder
(06:06) - Hector and Alicia walk through the new chart of accounts templates
(14:31) - Applying the template
(22:12) - Hector and Alicia tried it out
(25:34) - Other actions you can take after creating the COA
(26:29) - Please submit feedback to Intuit
(27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode!

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Intuit News October '23 Oct 19, 2023

In this episode, Hector and Alicia discuss recent Intuit news and developments in October 2023, including a new high school food truck program, changes to the QuickBooks Time partner program, a desktop care plan being discontinued, an audit log redesign in QBO, and the need for paid beta testers for new QBO features.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Unofficial QuickBooks Accountants Podcast Episode #8
(02:20) - Intuit's High School Food Truck Program
(05:58) - Changes to the QuickBooks Time Partner Program
(09:28) - Discontinued Desktop Care Plan
(16:05) - How Intuit treats ProAdvisors
(23:55) - Facebook Group Reporting
(26:04) - The New Audit Log Redesign
(28:43) - Duplicate Transactions Feature
(31:01) - The Need for Paid Beta Tester
(34:05) - Remember To Leave A Review and Subscribe

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Desktop 2024 New Features Oct 17, 2023

On this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the new features released in QuickBooks Desktop 2024, including an enhanced search capability across all lists, prepayments linked to sales orders in Enterprise, and inventory category enhancements. The hosts also consider whether a Mac version will be released and the challenges of switching between Desktop, Online, and Mac.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
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(02:34) - What new features are you excited about in QuickBooks Desktop '24?
(05:56) - Enterprise Features
(12:21) - Inventory Category Enhancements
(15:30) - Lot Number Reporting
(18:36) - QuickBooks for Mac
(22:15) - Wrap up and what's new with Hector and Alicia

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Launches Assisted Bookkeeping & Other News Oct 11, 2023

Alicia and Hector cover the latest QuickBooks news, including details on QuickBooks Connect 2023, the end of the Business Planner in Desktop, and a new Assisted Bookkeeping offering.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(04:22) - QuickBooks Connect News
(05:51) - QuickBooks Virtual Conference
(08:18) - Payroll News - Per Hour Worked
(09:40) - Desktop News - Business Planner
(11:30) - Assisted Bookkeeping Beta Test
(36:56) - Upcoming Events

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

"In The Know" Updates September 2023 Oct 05, 2023

Alicia and Hector cover the QuickBooks In The Know Webinar for September 2023. They discuss new developments for ProAdvisors in QBO, including the payments link for discounted rates, ongoing fixed assets improvements, the new invoicing experience, and using QBO payroll integrations.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(02:23) - QuickBooks Payments discounts for ProAdvisors
(05:24) - Changes to ACH rates in QuickBooks Payments
(06:52) - Hector's experience with alternative payment methods
(13:51) - Fixed asset management updates
(21:27) - The new invoicing experience rollout
(26:21) - Features the new invoicing experience doesn't support yet
(33:14) - After-tax invoice discounts not supported
(42:21) - QuickBooks Online Payroll migration automation
(42:34) - What's new with Alicia and Hector

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

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Online September 2023 "Small" Updates Sep 28, 2023

In this weeks episode, Hector and Alicia dive into the latest small tweaks and updates in QuickBooks Online that caught their attention. From rolling date ranges in reporting to bulk payroll editing and the demise of the business view navigation, they break down and discuss these little enhancements that left them smiling, along with pondering mysteries like what "Standard Feed" means. Join Hector and Alicia as they geek out over these minor but meaningful improvements to QBO.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome to the Unofficial QuickBooks Accounting Podcast
(02:26) - Quick create buttons & editing payroll items
(04:09) - Standard bank feeds
(08:26) - Budgeting features
(14:03) - Left navigation bar changes
(18:40) - Business view vs accountant view
(21:25) - Sample file alignment
(32:30) - Whats new with Hector and Alicia & wrap up

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Intuit Bets Big on AI Sep 21, 2023

Hector and Alicia dive into Intuit's major AI announcement and new "Intuit Assist" tool. They discuss how AI could impact QuickBooks, TurboTax, Mailchimp, and Credit Karma, and what it means for small businesses and accountants.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Introducing Intuit Assist
(19:14) - Using Intuit Assist to set up a new company
(24:17) - Connecting with experts
(28:02) - Crossover opportunities between Intuit products
(32:42) - Intuit data points
(41:03) - Data privacy and wrap up

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Fixed Asset Management, Custom Project Fields, and Expense Overviews Sep 14, 2023

On this episode Hector and Alicia dive into exciting new features rolling out to QBO Advanced in September 2023 - including fixed asset management, custom project fields, expense overviews, and with the help of AI the feature QBO just brought back that Alicia never thought they would.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:09) - New fixed asset accounting
(14:53) - QBO introduces custom fields for projects
(18:12) - Custom form styles
(23:38) - QuickBooks Online Advanced adds expenses overview
(25:03) - Wrap up and what's going on with Hector and Alicia

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

The Intuit Dome, Online Bill Pay, Agriculture, and AI Sep 07, 2023

On this episode, Hector and Alicia speculate on Inuit’s new AI announcements coming on Innovation Day, as well as Intuit’s new partnership with agricultural management software Figured. They also discuss Intuit's overall product strategy based on announcements about new features coming to QBO like enhanced payroll mapping, fixed asset management, and deeper integration with QuickBooks Time.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
OnPay - https://uqb.promo/onpay

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Welcome To The Unofficial QuickBooks Accountants Podcast Sep 01, 2023

On this inaugural episode of The Unofficial QuickBooks Accountants Podcast, Alicia and Hector recap all the latest features and changes coming to QuickBooks Online, including Mailchimp, custom reporting, workflow automation, and more. They also dive into the shifting QuickBooks Desktop landscape with price hikes, reduced access, and new capabilities on the horizon.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
OnPay - https://uqb.promo/onpay

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comThis podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Get Ready For The Unofficial QuickBooks Accountants Podcast Aug 26, 2023

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA, CITP and Alicia Pollock. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.

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

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