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Unofficial QuickBooks Accountants Podcast
Alicia Katz Pollock, MAT
124 episodes
5 days ago
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests 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.
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All content for Unofficial QuickBooks Accountants Podcast is the property of Alicia Katz Pollock, MAT and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests 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.
Show more...
Business News
Technology,
News
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August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll
Unofficial QuickBooks Accountants Podcast
1 hour 1 minute
2 months ago
August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.

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


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (04:16) - QuickBooks Connect Event
  • (06:52) - New Features in QuickBooks Online
  • (09:04) - Intuit Enterprise Suite Enhancements
  • (23:48) - AI and Automation in QuickBooks
  • (33:31) - Customer Leads and Sales Pipeline
  • (36:08) - Integrating CRM with QBO
  • (37:02) - Future Episode on MailChimp
  • (37:30) - Introducing the Payroll Agent
  • (41:28) - Employee Honesty and Payroll Management
  • (44:16) - Nuts and Bolts of Payroll via Text
  • (46:20) - Upcoming Webinars and Events
  • (47:28) - Business Network and Check Remittance Feature
  • (51:37) - Sales Tax Filing Updates
  • (55:39) - Membership Drive and Curriculum Refresh
  • (57:48) - Reframe Conference Announcement
  • (59:38) - Conclusion and Final Thoughts

In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf

Alicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh


We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

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

Unofficial QuickBooks Accountants Podcast
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests 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.