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
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
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
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
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
Intuit has reversed course and TAGS are back!
Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84
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
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 Links
Margie's Links
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/
Alicia’s links
Margies Links
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
Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
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.
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Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
March 2025 IES Release Notes:
Links
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https://www.earmark.app/onboarding
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)
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
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)
Intuit’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_US
Dan’s Links
QB Power Hour Webinar - https://www.qbpowerhour.com/
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Alicia’s Links
“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907
“QuickBooks Payments” class: Live webinar April 22, recording available afterwards
http://royl.ws/QB-Payments-Course
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Sponsors
Rightworks
Settle - https://uqb.promo/settle
Alicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integrations with over a thousand apps.
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Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
In the Know hub: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/
In the Know’s March PPT: https://drive.google.com/file/d/1Lohc4hxizsyC6lzM12T7rTpEAwqlJRuG/view?usp=sharing
The QuickBooks Live Expert Assist Beta Test: https://www.firmofthefuture.com/product-update/test-quickbooks-live-expert-service-tiers/
Alicia’s “Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907
Live webinar April 1, recording available afterwards
Matthew’s QB Power Hour webinar: https://www.qbpowerhour.com/
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories to new banking feed enhancements and reporting features, they highlight both permanent updates and experimental features that appeared briefly.
Sponsors
Settle - https://uqb.promo/settle
Links Discussed in Episode
GoPayment now has Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/
Alternative Payment options:
Anchor: https://join.sayanchor.com/iX6Hba
Alicia’s classes:
Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO
Credit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cards
Margie’s Classes:
Bookkeeping Accelerator: https://fastandeasyqbo.samcart.com/products/ba-launch
All About Certification: www.akadian.com/everything
All About Recertification: https://akadian.com/everything-you-ever-wanted-to-know-about-qbo-proadvisor-recertification/
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account management etiquette when transitioning between bookkeepers.
Sponsors
Settle - https://uqb.promo/settle
Dan’s Links:
Dan’s Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins
QB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins
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
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
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:
Dan’s Upcoming Events:
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/
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
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
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links for this episode:
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
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.
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links for this episode:
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
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.
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
https://www.earmark.app/onboarding
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.
Links Mentioned in this episode:
Alicia’s classes:
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
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.
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links/Apps Mentioned in this episode:
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https://www.earmark.app/onboarding
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.
Links/Apps Mentioned in this episode:
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
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
