Unofficial QuickBooks Accountants Podcast

Latest Episodes:

Going Ape for APIs (Breaking News with Hector Garcia) May 29, 2025

Show notes

Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pricing models to the future of third-party integrations, explaining why smaller developers may struggle while larger companies like Bill.com and Avalara will likely absorb the costs. The discussion explores whether this represents a strategic move toward platform consolidation and what it means for the freemium model that many QuickBooks-connected apps currently rely on.

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

The new Intuit Developer Platform: https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/

Hector’s Reframe events: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

Alicia’s new QBO Complete 2025 book + eBook: http://www.questivaconsultants.com

Alicia’s Hands-on Training course starting July 21, 2025: http://royl.ws/QBO-complete

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
(01:32) - Intuit's New API Guidelines
(02:27) - Metering and Costs for API Usage
(03:25) - Impact on Small and Large Apps
(04:16) - New API Access Points
(04:44) - Inventory Adjustment API
(07:33) - Custom Fields API
(09:23) - Projects API
(12:03) - Sales Tax API
(15:22) - Payroll Compensation API
(18:59) - API Monetization and Timelines
(21:05) - Metering and Pricing Adjustments
(23:10) - API Credits and Developer Tiers
(24:41) - Impact on App Developers
(33:08) - Intuit's Strategic Moves
(38:11) - Upcoming Events and Personal Updates

May 2025 QuickBooks Online Updates May 22, 2025

Show notes

Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations.

Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits

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

(01:00) - Upcoming Webinars and Events

(04:16) - Bill Pay Enhancements

(08:18) - ProConnect Tax Updates

(09:48) - Intuit Enterprise Suite Enhancements

(14:50) - Additional Announcements from Firm of the Future

(19:26) - QuickBooks Checking and Cashflow Tools

(20:34) - Wrap-up and Sign-Off

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

Firm of the Future Product Updates, May 2025: https://www.firmofthefuture.com/product-update/may-2025-mpu/

ProAdvisor Spotlight with Dan Luthi and Brittney Brown: https://www.firmofthefuture.com/thought-leadership/next-generation-of-accountants/

Alicia’s QuickBooks Checking and Cash Flow class: http://royl.ws/cashflow

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

The 20 Things Bookkeepers Should Never Do (Wheel of Rants) May 15, 2025

Show notes

Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.

Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits

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

(00:27) - Spring Break Road Trip and Intuit Campus Visit

(01:54) - Spinning the Wheel of Rants

(02:47) - Allowing Clients to Control the Work

(04:34) - Giving Legal or Tax Advice

(09:24) - Taking Clients Without Required Skills

(13:35) - Working for Free and Discounting Invoices

(19:48) - Access to Client Bank Accounts

(24:28) - Managing Client Communication

(28:31) - Importance of Engagement Letters

(31:52) - Reviewing and Updating Engagement Letters

(34:43) - Vetting Clients Before Engagement

(40:34) - Emotional Boundaries with Clients

(43:36) - Confidentiality and Professionalism

(46:34) - Course Announcements and Wrap-Up

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup

1Password: 1password.com

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

Alicia’s Mobile App class: May 13

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

Recertification Season May 08, 2025

Show notes

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.

Sponsors
Debits - https://uqb.promo/debits
Human at Scale - https://uqb.promo/human

(00:06) - QuickBooks ProAdvisor Certification Overview

(01:28) - Benefits of Certification

(02:55) - ProAdvisor Directory and Points System

(05:45) - Recertification Process

(10:57) - Recertification Tests and Tips

(18:36) - Importance of Certification

(19:21) - Credly Badges and ProAdvisor Title

(27:35) - Conclusion and Upcoming Events

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everything

If you need help recertifying because the Intuit training doesn’t match your learning style: www.akadian.com/recertify

Past episode about Intuit Academy, Nov 2024: https://uqb.show/66

Alicia’s QBO Mobile App class on May 13, 2025:

Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registration

Enroll for class recording with CPE: http://royl.ws/QBOMobile

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

Tags Are Back! (I Told You So!) May 07, 2025

Show notes

Intuit has reversed course and TAGS are back!

Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84

Beta Tests Gone Wild May 01, 2025

Show notes

Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcoming "Fusion" interface redesign that will completely transform how users navigate and interact with QuickBooks Online.

Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits

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

(01:46) - Granular Access for Firm Members

(04:08) - Client IDs in QuickBooks Online

(06:04) - Bill Pay Onboarding Enhancements

(10:00) - QuickBooks Payments Integration

(14:53) - Resolution Center in QuickBooks Online

(17:40) - Amazon Business Integration

(22:04) - Personal Cloud Backup

(28:59) - New Ways of Copying Journal Entries

(33:07) - Modernizing QuickBooks Online's Code Base

(41:01) - Upcoming Features and Roadmap for PayPal Integration

(42:00) - Introducing the Fusion Interface

(54:03) - Training and Resources for QuickBooks Users

Resources

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

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

Email: unofficialquickbookspodcast@gmail.com

Alicia’s Links

Credit Cards in QBO course: http://royl.ws/QBO-credit-cards
QuickBooks Payments course: http://royl.ws/QB-Payments-Course
QuickBooks Mobile app course: http://royl.ws/QBOMobile

Margie's Links

The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

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

Look What We Found: April 2025 Apr 24, 2025

Show notes

Alicia and Margie explore recent changes the found to QuickBooks Online, including the new Tap to Pay feature, sales tax payment capabilities, and enhanced migration limits for desktop to online conversion. They discuss interface updates like the modern balance sheet view and new receive payments screen, while sharing useful features that have been available but often overlooked.

Sponsors

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

(01:24) - New Features in QuickBooks

(05:37) - Enhanced Products and Services

(06:52) - Grouping Billable Time in Invoices

(11:26) - QuickBooks Live Expert Assist

(14:42) - Client Transfer Between QBOA Accounts

(15:52) - Retirement Contributions Update

(17:12) - Interface Updates and New Screens

(22:00) - Balance Sheet Profit and Loss in Modern View

(23:50) - Feedback on Modern View Reports

(29:37) - Unreproducible Features

(29:53) - QuickBooks Payments and Reconciliations

(39:12) - Turning Invoice to Credit Memo

(40:55) - The Locker Room Community

(42:46) - Upcoming Events and Training

GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/

Alicia’s links

Converting from QBDT to QBO class: http://royl.ws/QBDT2QBO
Converting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBO

Margies Links

The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/

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

Intuit Enterprise Suite Updates with Hector Garcia | April 2025 Apr 17, 2025

Show notes

Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

(00:00) - Welcome and Introduction
(00:44) - Overview of Intuit Enterprise Suite
(01:05) - Defining Mid-Market and Enterprise Software
(02:48) - Pricing and Client Quotes
(06:43) - New Features in Intuit Enterprise Suite
(07:55) - Multi-Entity Allocation Tool
(16:18) - Consolidated Dashboards and Reports
(22:29) - Forecast Reports and Project Budgets
(36:03) - Cost to Complete Project Report
(37:48) - AI Import for Project Budgets
(40:16) - Task Management in Intuit
(51:05) - Third-Party Integration Enhancements
(53:17) - Speculations on Pricing Transparency
(01:00:03) - Future of AI in QuickBooks
(01:05:16) - Upcoming Events and Classes

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

March 2025 IES Release Notes:

https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdf

Links

Hector's App - RightTool www.righttool.app
Reframe 2025 Conferencehttps://reframe2025.com/
Alicia's Payment Class http://royl.ws/QB-Payments-Course
Chart of Accounts in QBO: http://royl.ws/QBOCOA
Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

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

Chart of Accounts (Wheel of Rants) Apr 10, 2025

Show notes

Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

(00:00) - Welcome to the Show
(00:35) - QuickBooks Online's Chart of Accounts Evolution
(02:18) - Reactions to the New Chart of Accounts
(04:01) - Renaming Classic Categories
(07:33) - GAAP and Custom Chart of Accounts
(10:54) - Detail Types and Tax Preparation
(16:13) - Managing Opening Balance Equity
(20:31) - Undeposited Funds Workflow
(24:00) - Reconciliation Discrepancy
(26:27) - QuickBooks Online Adjustments
(29:12) - The Importance of Numbering Systems
(32:39) - Reclassify Tool and Modern Categories
(36:01) - Meals and Entertainment Changes
(37:32) - Merchant Services and Modern Expenses
(42:27) - Final Thoughts and Upcoming Classes

Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comAlicia’s classes:

Chart of Accounts in QBO: http://royl.ws/QBOCOA

Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Credit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cards

Veronica’s class:

QBO Paid Diagnostic Review System: http://bit.ly/5mb_diagnostic

Playing Taps for Tags Apr 03, 2025

Show notes

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)