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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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QBO’s New Error Detection AI Agent
Unofficial QuickBooks Accountants Podcast
44 minutes
4 months ago
QBO’s New Error Detection AI Agent

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.

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  • (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

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.