Podcast
Unofficial QuickBooks Accountants Podcast
Hosted by Alicia Katz Pollock, MAT · EN
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.
29episodes
Episodes
Newest firstAll episodes
Why Brilliant Bookkeepers Undervalue Themselves
1w ago00:59:31Tap to summarizeIn a special crossover episode with the Unofficial QuickBooks Accountants Podcast, Nancy and Questian are joined by Alicia Katz Pollock to dig into why so many technically skilled bookkeepers struggle to charge what they're worth — and what it takes to bridge the gap between expertise and authority. Alicia gets candid about her own discomfort with pricing, using a real business pivot as a window into the self-doubt that holds back even the most accomplished practitioners.Sponsors:Fishbowl - http://uqb.promo/fishbowl(00:00) - Crossover Welcome (00:44) - Meet the Hosts (03:10) - Why Bookkeepers Undervalue (03:51) - Alicia’s Wake Up Call (08:11) - Brenda Success Story (12:04) - Losing Trained Talent (17:35) - Scaling the Incubator (22:42) - Pricing and Training Model (27:06) - Hiring Employees Reality (29:18) - Building Full Program Stack (30:05) - Building Support Systems (31:12) - Pricing the Incubator (34:09) - Perks and Discounts (34:52) - Scholarships and Payment Plans (36:00) - Charging What Youre Worth (40:16) - Pilot Program Uncertainty (42:03) - Scaling for an Exit (44:04) - Owning Authority (46:29) - Experts Mantra Shift (54:43) - Do It Anyway (57:11) - Wrap Up and Takeaways LINKSA Bookkeeper’s Guide To Annual Reviews | The Dancing Accountant Royalwise OWLS (On-demand Web-based Learning Solutions)The OWLS Incubator ProgramREFRAME 2026 - Event Ticket Purchase Portal Theatre of Public Speaking - Fall 2026 Cohort Accounting Discussion Forum: Bookkeepers, CPAs, EAs | Roundtable Labs Mariette Martinez | LinkedIn The Four Conversations: A New Model for Selling Expertise by Blair Enns | Goodreads BDO Alliance USA: CPA, BRN and More | BDO SheCounts - DoubleAlicia’s Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We 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 podcasthttps://www.earmark.app/onboarding
Transcribe →RIP Classic Reports, Long Live Modern (with Hector Garcia)
2w ago01:18:23Tap to summarizeQuickBooks Online is retiring Classic Reports on May 22nd, and Hector Garcia is back to make sure Intuit is listening. He crowd-sourced a massive feedback thread from the accounting community and walks Alicia through what's still broken in Modern Reports — from PDF formatting and Excel export issues to drill-down behavior, column sorting, and features gated behind the Advanced SKU. Both hosts are rooting for Modern Reports to succeed, and this episode is their detailed, direct message to Intuit on what needs to get done before the deadline hits.Sponsors:Fishbowl - http://uqb.promo/fishbowl(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:31) - Classic reports sunset (02:18) - Community feedback roundup (04:41) - Canny board and priorities (06:17) - PDF header order debate (09:54) - Shading and subtotal lines (14:46) - Advanced only report features (20:56) - Comparative columns control (22:34) - Excel export pain points (26:46) - Big data export limits (30:01) - UI UX drilldown quirks (34:42) - Bookmarking report URLs (37:02) - Fonts zoom and columns (39:09) - Scrolling and laptop reality (41:17) - Better Monitor Setup (41:59) - Default Columns Chaos (44:11) - Drilldown Workflow Fixes (48:29) - Missing Report Toggles (50:08) - Sorting and Grouping Bugs (54:01) - Reports We Still Need (56:24) - Transaction Totals Polarity (58:34) - May 22 Survival Plan (01:07:53) - Right Tool and Enterprise Suite (01:09:31) - Reframe Event and AI Reality (01:13:30) - Dates and Practical Takeaways (01:14:57) - Wrap Up and Next Steps LINKS4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907Hector's RightTool.app best add-on for QuickBooks Online via a Chrome Extension, designed by Hector Garcia(Use code ROYALWISE for a discount when you upgrade to PRO)ReframeAccounting.com REFRAME 2026: Innovate Advisory (IA); flipping the AI narrative… join us in November 5-7, 2026 in Miami for the best event you will ever attendWe 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 podcasthttps://www.earmark.app/onboarding
Transcribe →Coming Soon to a QBO Near You (with Kirsten Thulborn)
3w ago00:26:27Tap to summarizeIntuit Group Design Manager Kirsten Thulborn returns for a second conversation with Alicia to walk through the latest QuickBooks features built specifically with accounting professionals in mind — from payee warnings and drag-and-drop attachments in the bank feed to inline sub-account creation in the chart of accounts. The episode also covers a pair of features coming soon: account locking for tighter client controls and a stoplight-style AI confidence indicator designed to help bookkeepers move through transactions faster. Kirsten also shares how ProAdvisors can submit feedback directly to her team to help shape what gets built next.Sponsors:Fishbowl - http://uqb.promo/fishbowl(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:10) - Why Updates Matter (02:11) - Bank Feed Payee Warnings (03:48) - Hide Match Toggle (07:17) - Faster Attachments (08:17) - Reconnect Bank Accounts (10:22) - Client Collaboration Chat (12:32) - Chart Subaccounts Inline (14:21) - Coming Soon Account Locking (16:46) - AI Confidence Stoplight (19:38) - Intuit Intelligence For Accounting (21:05) - Send Feedback And Wrap Up Alicia’s Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We 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/@UnofficialQuickQBOPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Transcribe →User Experience with a Capital YOU: Kirsten Thulborn
4w ago00:57:13Tap to summarizeAlicia sits down with Kirsten Thulborn, Group Design Manager at Intuit, for a rare look at how QuickBooks' user interface actually gets built — from the research behind terminology changes like "post" replacing "add," to why some friction in the UI is intentional. Kirsten pulls back the curtain on how her team balances the needs of power users (accountants and bookkeepers) with small business owners who just want to send an invoice, and what she'd redesign from scratch if she could. Plus: why UI changes feel so disruptive, the technology adoption curve, and the story behind the QuickBooks feature you've probably never noticed.SponsorsWurthy - https://uqb.promo/wurthy(00:00) - Meet Kirsten From Intuit (02:41) - Her Role And Products (03:38) - Career Path At QuickBooks (10:18) - Designing For Power Users (11:52) - Sharing New Features Better (18:05) - Where Feedback Goes (21:06) - Writing Great Feedback (24:08) - Balancing Beginners And Pros (26:34) - Business View War Story (28:51) - Designing Shared Interfaces (29:25) - Why We Say Post (31:39) - Testing UI Changes (35:55) - Why Updates Feel Emotional (39:08) - AI and Future Workflows (43:04) - AI Adoption Curve Explained (48:26) - Redesigning Setup Onboarding (51:43) - A Customer Delight Moment (53:25) - Closing Thanks and Signoff LINKSAlicia’s Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907We 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/@UnofficialQuickQBOPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Transcribe →PSA: Item Receipts in QBO Inventory
Apr 900:25:52Tap to summarizeQuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you.SponsorsWurthy - https://uqb.promo/wurthy(00:00) - Intro to Item Receipts (01:25) - Desktop Origins Explained (02:33) - PO Workflow and Missing Step (04:05) - Date Problems and Enhanced Receiving (06:06) - Inventory Offset Holding Account (09:12) - Turning It On in QBO (09:44) - Irreversible Setting and Backups (11:32) - Testing Before You Commit (12:07) - Bills Without Item Receipts Pitfall (15:43) - Workflow Tips and Reporting Soapbox (18:31) - Who Should Enable This (19:52) - Inventory Roadmap and Wrap Up (21:06) - Announcements and Final Thanks LINKSAlicia’s Upcoming ClassesBudgeting in QBO: http://royl.ws/budgeting?affiliate=5393907Dan’s LinksS of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Schoolofbookkeeping YouTube: https://snip.ly/SOBYTBlog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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 podcasthttps://www.earmark.app/onboarding
Transcribe →Now You Know: March 2026 Recap of In the Know
Apr 201:06:37Tap to summarizeAlicia and Dan break down Intuit's March "In the Know" webinar, covering the biggest product updates coming to QuickBooks this spring. The headliner is a new Buy Now, Pay Later option powered by Affirm—available right inside QBO invoices, with no extra fees and no risk to the business owner. They also dig into Books Close pricing changes, a modernized payroll run table, and new recurring and bulk payment features in Bill Pay.SponsorsWurthy - https://uqb.promo/wurthyResources (there are EVEN MORE links in the slide deck!)Intuit’s ITK Slide Deck with links and QR codes: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/ykjffDsdSgCZB7mBHr7K_March2026_ProAdvisor_InTheKnow_Handout.pdfVote for Alicia & Dan + your favorite ProAdvisor for Insightful Accountant’s Top ProAdvisor award, March 24 to April 26: https://survey.zohopublic.com/zs/00DALX?utm_campaign=21663829-2026%20Top%20ProAdvisor%20Awards&utm_source=2026topproadvisors_awardsportal&utm_medium=qrcodemurphCall 1-877-222-1351 to get 2 QBO Advanced shells for $68.75 eachWebinars to learn about Intuit Enterprise Suite: https://ieswebinars.intuit.com/hub/ondemand?i=QHjqXHBPTxn-a8Bzak0SgO9aL-6dgfqRQBO’s Accounting AI (Bank Feeds) improvements: https://www.youtube.com/watch?v=Upq8Qk538QAAlicia’s upcoming classes: Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907 Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907Intuit Enterprise Suite class on June 2: http://royl.ws/intuit-enterprise-suite?affiliate=5393907Dan’s LinksS of B Blog on comparing Books Review and Books Close: https://www.schoolofbookkeeping.com/blog/what-s-the-difference-between-books-review-vs-books-close-is-it-worth-the-cost Schoolofbookkeeping YouTube: https://snip.ly/SOBYTBlog on Item Receipts and Enhanced Inventory Receiving Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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 podcasthttps://www.earmark.app/onboarding
Transcribe →Look What I Found!™: Business Tax, Customer Hub, Payroll Documents
Mar 2600:19:38Tap to summarizeTax season tunnel vision is real — and Intuit has been quietly rolling out some significant new features while you've been heads down. Alicia walks through the new Business Tax section (including AI-powered deduction suggestions and ProConnect Tax integration), a beefed-up Customer Hub with built-in contracts and appointment scheduling, and some welcome payroll improvements around document management and employee history. If you've been wondering what's behind those price increases, this episode might just answer that question.SponsorsUNC - https://uqb.promo/uncAlicia’s upcoming classes: Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907 Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907We 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 podcasthttps://www.earmark.app/onboarding
Transcribe →Intuit’s State of the Union FQ2 Report
Mar 1900:15:33Tap to summarizeAlicia breaks down Intuit's fiscal Q2 2026 earnings report, covering strong performance from QuickBooks Online, TurboTax, and Credit Karma alongside a notable drag from MailChimp. She also unpacks Intuit's growing push into the mid-market through Intuit Enterprise Suite, its expanding AI strategy — including a new integration with Claude Cowork — and what looming price increases could mean for small businesses and their bookkeepers.SponsorsUNC - https://uqb.promo/unc(00:00) - Q2 2026 Report Overview (00:52) - QuickBooks Growth Drivers (01:16) - Intuit Enterprise Suite Surge (02:11) - Claude AI Inside IES (03:07) - QBO Services and SMB Trends (04:19) - TurboTax and Credit Karma Wins (04:53) - Assisted Tax Push (06:40) - MailChimp Slows Down (07:50) - Guidance and HI Focus (08:58) - AI Monetization and Pricing (10:39) - Competitive Moat and Data (11:49) - Wrap Up and Key Takeaways (12:30) - Alicia Updates and Classes LINKSIntuit’s FQ2 January 2026 earnings report: https://investors.intuit.com/news-events/press-releases/detail/1307/intuit-reports-strong-second-quarter-results-and-reiterates-full-year-guidanceAlicia’s upcoming classes: eCommerce in QBO: http://royl.ws/e-commerce?affiliate=5393907 Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907 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 podcasthttps://www.earmark.app/onboarding
Transcribe →Questions from the OWLS: Bank of Bob
Mar 1200:23:31Tap to summarizeAlicia introduces a new segment called Questions from the OWLS, tackling one of the most common headaches in client bookkeeping: business expenses paid from personal funds. She walks through her "Bank of Bob" method, a dummy bank account in QuickBooks that captures the full detail of those transactions, and explains how to handle everything from owner equity cleanup to bartering arrangements.SponsorsUNC - https://uqb.promo/uncAlicia’s current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 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 podcasthttps://www.earmark.app/onboarding SponsorsUNC - https://uqb.promo/unc
Transcribe →
Keep Changing My Software! (Wheel of Rants)
Mar 500:33:29Tap to summarizeAlicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.SponsorsUNC - https://uqb.promo/unc(00:00) - Wheel of Rants Setup (01:24) - Topic Software Changes (02:14) - Why Change Frustrates Pros (04:15) - Staying Current With Updates (06:16) - AI Shifting Software UI (11:42) - Industry Wake Up Call (16:06) - Stability Versus Innovation (20:04) - Modern Reports Reliability (24:24) - Apple Liquid Glass Woes (26:39) - Adapting To New Ecosystems (29:04) - Wrap Up And Takeaways (29:32) - What Dan And Alicia Are Doing (31:05) - Final Thanks And Sign Off LINKSAlicia’s current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907 Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907 QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 Dan’s LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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 podcasthttps://www.earmark.app/onboarding
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