Unofficial QuickBooks Accountants Podcast

Latest Episodes:

Deep Dive: 1099 Wizard Jan 23, 2025

Show notes

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
TeamUp - https://uqb.promo/teamup

(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

(28:46) - Contractor Center in QuickBooks Online

(32:48) - Introduction to 1099 Preparation

(33:10) - New 1099 Wizard Features for 2025

(34:34) - Manual vs Automated 1099 Preparation

(36:40) - Cost and Billing for 1099 Services

(41:28) - Step-by-Step 1099 Preparation Process

(54:25) - Final Tips and Best Practices

(57:30) - Upcoming Classes and Collaborations

(01:00:58) - 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

Show notes

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

Show notes

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
TeamUp - https://uqb.promo/teamup

(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

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December Updates: Bill Pay Discounts, AI Features, and QuickBooks Live Changes Jan 09, 2025

Show notes

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
TeamUp - https://uqb.promo/teamup

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

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

(05:29) - ProConnect Tax Enhancements

(07:27) - Intuit Assist and AI Features

(20:14) - Future Developments and Features

(21:13) - Firm of the Future Highlights

(24:05) - Upcoming Events and Announcements

(31:50) - Hector's Farewell and Podcast Transition

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
https://www.earmark.app/onboarding

RIP Tags Jan 02, 2025

Show notes

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
TeamUp - https://uqb.promo/teamup

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

(00:44) - Official Announcement: Tags Discontinued

(03:45) - History and Evolution of Tags

(05:03) - Benefits and Limitations of Tags

(08:29) - Potential Transition to Custom Fields

(12:15) - What Will Happen to Tag Users

(21:30) - Reporting and API Implications

(26:49) - Migration of Tag Data: Key Questions

(29:25) - Timing Concerns: Why During Tax Season?

(32:21) - Potential Issues with Custom Fields in Bank Feeds

(38:50) - Upcoming Events and Announcements

(44:23) - Farewell and Future Plans for the Podcast

Send your Questions/Comments (we could read/answer them on air) 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

Show notes

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

(12:14) - AI Predictions for 2025

(20:35) - Always-On AI and AI Agents

(33:25) - Future of AI in Accounting Software

(39:05) - 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

Show notes

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

(16:28) - Perfecting Autofill

(19:49) - Turning Off AI Features

(22:12) - Issues with Reporting Features

(25:23) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials

(30:35) - Final Wishlist Item

(35:17) - 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
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Intuit Connect Floor Report Dec 12, 2024

Show notes

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
(14:31) - Sales and Income Tax Updates
(22:55) - New Features in QuickBooks Online for Accountants
(25:54) - Bank Feeds and Transactions
(28:50) - MailChimp Integration
(32:36) - BillPay and AP Automation
(42:33) - 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

Show notes

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
(00:58) - ProAdvisor Academy Overview
(04:31) - 1099 Enhancements in QuickBooks Online
(09:23) - New Work Center in QBOA
(13:45) - 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

Show notes

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