Unofficial QuickBooks Accountants Podcast

Latest Episodes:

Better Security, Smarter Estimates, and Retroactive Payroll Aug 07, 2025

Show notes

Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.

Sponsors
Digits - https://uqb.promo/digits

https://www.firmofthefuture.com/product-update/july-2025-mpu/

Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm

3 CPE, intermediate-level class

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:42) - Enhancements in QuickBooks Bill Pay
(02:29) - Streamlined Workflow for Estimates and Deposits
(06:17) - QuickBooks Online Payroll Improvements
(09:31) - QuickBooks Live Expert Assist and Priority Service
(11:16) - Special Announcement: Restaurant Accounting Course
(12:58) - Conclusion and Closing Remarks

July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes: Jul 31, 2025

Show notes

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.

Sponsors

(00:00) - Introduction and Hosts' Catch-Up

(01:20) - Overview of July 2025 'In the Know' Session

(03:27) - ProAdvisor Community News and Upcoming Courses

(05:53) - QuickBooks on the Intuit Platform

(11:28) - New Features in QuickBooks Online

(19:24) - Bank Feeds Innovations

(30:39) - Navigating Action Buttons

(31:02) - Enhanced Grouping Features

(31:24) - AI Assistance in Transactions

(34:16) - Detecting Bank Fees

(34:55) - Combining Matches in Bank Feeds

(36:54) - New Accounting Agent Features

(39:39) - Context Gathering for Transactions

(43:28) - Anomaly Detection in Reports

(46:06) - Improved Reconciliation Process

(47:07) - Bill Pay Basic in All Plans

(54:05) - Training and Membership Updates

In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharing

Intuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing

Sign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907

Dan’s Links:

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Dan’s Blog on the AI Agents - https://snip.ly/UQAPAIAgents

Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

100th Episode Special! Jul 24, 2025

Show notes

Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.

*This episode was live streamed*

Sponsors

(00:00) - Welcome to the 100th Episode Celebration!

(00:37) - Meet the Community and Hosts

(01:34) - The Origins of the Podcast

(04:59) - The Unofficial Nature and Honest Conversations

(05:50) - Hector's Words of Wisdom

(07:51) - The Importance of Collaboration

(11:52) - Favorite Episodes and Memorable Moments

(23:56) - Embracing Change and Innovation

(31:17) - Feedback on Beta Testing

(31:53) - Rant on Sample Company Updates

(34:37) - Live Classes and Feedback Flooding

(35:48) - Challenges in Training with QuickBooks

(38:24) - Adapting to Changes in Training

(41:51) - Outsourcing and Global Workforce

(44:49) - Future of QuickBooks and AI

(46:43) - Engaging with the Community

(56:08) - Conclusion and Call to Action

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

Our Top 10 favorite episodes:

uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Do

uqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern age

uqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the US

uqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garcia

uqb.show/64 Sasan Goodarzi’s keynote address from Intuit Connect

https://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia’s book: http://royl.ws/QBDT_to_QBO

Listen to Hector and Alicia AND follow along with Margie’s hands-on exercise: https://scribehow.com/shared/Deleting_Accounts__mgYD5K7dSj-NdAEA71NMjA

Join Margie’s free class every Friday: https://www.facebook.com/groups/qbo.gym.locker.room

Journal Entries Have Unintended Consequences (Wheel of Rants) Jul 17, 2025

Show notes

Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accurate data throughout the year, not just at year-end. The episode focuses on the powerful Reclassify Transactions tool and how it can save time while ensuring data accuracy across all reporting periods.

Sponsors

(00:00) - Introduction and Wheel of Rants

(00:31) - The Reclassify Tool: A Modern Approach

(04:17) - Creating Rules for Accurate Categorization

(07:34) - Using the Reclassify Transactions Tool

(14:34) - Conclusion and Final Thoughts

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

Links from Episode
Use this link to access Reclassify from any QBO file, even if you don’t have the QBOA briefcase: qbo.intuit.com/app/reclassify-transaction

BDO Alliance: https://www.bdo.com/about/bdo-alliance-usa

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

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

QBO’s New Error Detection AI Agent Jul 10, 2025

Show notes

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.

Sponsors

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

(01:31) - Jim's Journey with QuickBooks

(04:35) - New QuickBooks Online Platform

(07:14) - AI Agents in QuickBooks Online

(11:17) - Bank Feed Enhancements

(18:30) - AI-Powered Reconciliation

(19:59) - Error Resolution Process

(20:52) - AI Reconciliation and Duplication Detection

(21:45) - Release Timeline for New Tools

(22:35) - Anomaly Detection in Financial Statements

(26:16) - Demo of Anomaly Detection Tool

(37:00) - Future Enhancements and Feedback

(40:59) - Conclusion and Upcoming Training

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

Alicia’s QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907

Intuit’s Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing

Intuit’s Data and Security Page: https://www.intuit.com/privacy/statement/

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

Interacting With QuickBooks Online's Platform Overhaul Jul 03, 2025

Show notes

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.

Sponsors

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:22) - Initial Impressions and User Reactions
(05:59) - Exploring the Dashboard Features
(15:01) - Understanding the Business Feed
(23:09) - Reports and Financial Planning
(26:27) - Integrations and My Apps Section
(27:48) - Introduction to My Accountant Tool
(28:28) - Navigating the Accounting Section
(28:50) - Exploring the Expenses Section
(29:23) - Sales and Payment Methods
(33:18) - Customer Hub and CRM Tools
(34:05) - Payroll and HR Features
(35:41) - Time Tracking and Projects
(36:41) - Inventory and Sales Tax
(37:19) - Business Tax and Lending
(42:03) - Interface Updates and Bookmarks

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

RightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.

Alicia’s QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907

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

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Desktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet

Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

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

June 2025 QuickBooks Updates | Inventory, Square Integration, and What's Coming Jun 26, 2025

Show notes

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

Sponsors

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

(00:59) - QuickBooks Inventory Module Update

(10:11) - New Square Connector Features

(16:22) - Mineral HR Platform Overview

(20:55) - Updating Employee Handbooks

(23:30) - Algorithm for Personalized Suggestions

(24:43) - Navigating Client Subscriptions

(25:19) - Future Features and Revenue Share

(28:11) - AI Agents and Upcoming Features

(31:09) - New QuickBooks Dashboard

(37:11) - Training and Resources for New Interface

(39:44) - Conclusion and Final Thoughts

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

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

Intuit Connect: Intuit Connect: The premier accounting event

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

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

Partner Council applications are now open:

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

Alicia and Matthew:

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

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

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

Connect with Matthew:

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

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

Show notes

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

Sponsors

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

(00:34) - Company Updates and Good Problems

(01:08) - Interface Changes in QuickBooks

(03:30) - New Features in QuickBooks Expenses

(08:20) - Settings and Notifications

(18:12) - Banking Feed Enhancements

(22:13) - Error Correction and New Feature Introduction

(22:28) - Request Info Button in Banking Feed

(26:14) - Intuit Drive and Document Storage

(29:51) - Rumors and New Features in QuickBooks

(34:02) - QuickBooks Time Integration

(35:39) - Fusion: The New Interface

(41:05) - Upcoming Events and Announcements

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

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

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

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

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

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

Keeper + Anchor ≠ Kanchor Jun 12, 2025

Show notes

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

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

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

(00:39) - Exciting News: Keeper and Anchor Integration

(01:53) - Details of the New Integration

(04:03) - Customer-Driven Development

(06:31) - Real-Life Use Cases

(09:57) - Understanding Keeper and Anchor

(13:29) - Initial Feedback and Reactions

(14:49) - Admiration and Problem-Solving Approaches

(17:18) - Industry Trends and Platform Consolidation

(26:01) - Impact of Intuit's API Changes

(29:50) - Future of Accounting Technology

(31:58) - Upcoming Conference and Fun Plans

(33:54) - Conclusion and Final Thoughts

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

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

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

•Keeper Karaoke on Monday

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

•Royalwise Pool Party at Cabana #9 on Wednesday!
Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

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

Beyond Invoices: Mastering QBO Payment Links Jun 05, 2025

Show notes

Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and customer tracking that users should be aware of.

Sponsors
Debits - https://uqb.promo/debits

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

Alicia’s Mobile app class was on May 13 - you can take it any time at http://royl.ws/QBOMobile?affiliate=5393907

Alicia’s QuickBooks Payments class - http://royl.ws/GoPayment?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

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