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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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Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface
Unofficial QuickBooks Accountants Podcast
55 minutes
2 months ago
Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.

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


  • (00:00) - Introduction: Cha Cha Changes
  • (01:00) - Understanding the Disruption to Productivity
  • (04:00) - Banking Feeds: New AI, Same Training Process
  • (08:00) - Finding Your Way Around the New Interface
  • (12:00) - Bookmarks and Menu Customization
  • (14:00) - Before and After: Menu Changes Explained
  • (17:25) - The New Customer Hub
  • (21:25) - Look What I Found: New Features Deep Dive
  • (26:25) - Experimental Features and Beta Testing
  • (29:25) - Backup Features in QBO Advanced
  • (33:25) - AI-Powered Bank Reconciliation Preview
  • (39:25) - The Great QuickBooks Refresh Announcement
  • (49:25) - Upcoming Conference Season
  • (52:25) - Closing Thoughts and Next Steps

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

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

Complete Business Group (QSP): royl.ws/CBG 

RightTool.app - mention ROYALWISE for 20% off the Pro version

Rewind Backups - http://royl.ws/Rewind

Women Who Count Conference: https://www.afwa.org/women-who-count/

Intuit Connect: https://www.intuit.com/intuitconnect/

Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants


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.