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.
43episodes
Episodes
Newest firstAll episodes
1099 Reasons to Love January
Jan 1500:45:19Tap to summarizeAlicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:19) - Diving into 1099 Forms (01:53) - Understanding 1099 Compliance (04:43) - Different Types of 1099 Forms (06:46) - QuickBooks and 1099 Management (07:25) - W-9 Forms and Common Mistakes (09:54) - Independent Contractors vs. Employees (13:34) - Who Needs a 1099? (17:56) - Payment Methods and 1099 Exemptions (22:59) - Using QuickBooks for 1099 Filing (29:24) - Filing and Correcting 1099s (41:33) - Conclusion and Additional Resources Alicia's Current Classes1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?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 →Now You Know; QuickBooks December 2025 Updates
Jan 800:27:56Tap to summarizeAlicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more: https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe 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 →New Year, New Innovations!
Jan 100:47:23Tap to summarizeAlicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:48) - QuickBooks Online Innovations (01:44) - Bank Feed Enhancements (06:56) - Client Requests and MasterCard Integration (18:27) - Operational Software Hurdles Removed (19:27) - Text-Based Payroll Management (22:00) - Document Management and Employee Onboarding (28:12) - Tax Impounding and Auto Filing (35:02) - Intuit Intelligence and Business Analytics (42:46) - Upcoming Classes and Events LINKSAlicia’s upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Connect with DanSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour Webinar 1099 Strategies: Is QB Enough? - https://www.qbpowerhour.com/ 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 →Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)
Feb 13, 202500:47:02Tap to summarizeThe 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.comLinks/Apps Mentioned in this episode:Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessQBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Bankinghttps://5mbAcademy.comhttps://5MinuteBookkeeping.comhttps://5MBvideo.comhttps://mavency.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
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Now You Know: Intuit and QuickBooks January 2025 Updates
Feb 6, 202500:27:27Tap to summarizeAlicia 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.(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast (00:39) - Congratulations to OnPay (03:25) - Tags Discontinued (05:00) - QuickBooks Solopreneur Updates (06:48) - Migration from QuickBooks Desktop to Online (10:19) - QuickBooks Live Expert Cleanup (16:58) - QuickBooks Customer Hub Powered by Mailchimp (19:16) - New Recurring Payments Feature (24:11) - Outro and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks Mentioned in this episode:January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242Alicia’s classes:Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
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Look What We Found: January 2025
Jan 30, 202500:55:06Tap to summarizeAlicia 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.comLinks/Apps Mentioned in this episode:http://royl.ws/yearendhttp://royl.ws/QBO1099https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Onlinehttps://royalwise.com/https://akadian.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:49) - Margie's Background and Journey (05:19) - Biometric Logins and Modern Report View (07:12) - Add a Note in Modern Report View (09:59) - Payroll Updates and Enhancements (16:06) - E-commerce and Inventory Integrations (21:14) - PayPal Integration and App Transactions (24:45) - Limitations of Current System (25:47) - Exciting New Feature: Printing Bills (26:17) - Expense Claims and Bill Pay Updates (30:15) - QuickBooks Time Settings (33:45) - Financing Options with Credit Karma (44:05) - New Features and Updates Recap
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Deep Dive: 1099 Wizard
Jan 23, 202501:02:51Tap to summarizeDan 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. (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:43) - Dan DeLong's Background and Experience (03:12) - The Importance of 1099s (04:58) - Complexities of 1099 Forms (09:22) - Gathering Recipient Information (11:36) - Using QuickBooks Online for 1099s (28:46) - Contractor Center in QuickBooks Online (32:48) - Introduction to 1099 Preparation (33:10) - New 1099 Wizard Features for 2025 (34:34) - Manual vs Automated 1099 Preparation (36:40) - Cost and Billing for 1099 Services (41:28) - Step-by-Step 1099 Preparation Process (54:25) - Final Tips and Best Practices (57:30) - Upcoming Classes and Collaborations (01:00:58) - Conclusion and Closing Remarks Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks/Apps Mentioned in this episode:Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendAlicia's QB Desktop to QBO Class https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-OnlineDan's schoolofbookkeeping.comDan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1https://www.qbpowerhour.com/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Transcribe →New Year New Lineup
Jan 22, 202500:12:35Tap to summarizeAlicia 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" Fultonhttps://www.linkedin.com/in/parkwayinchttps://www.parkway.businessConnect with Margie Remmers-Davishttps://www.linkedin.com/in/margie-remmershttp://www.akadian.com/Connect with Dan DeLonghttps://www.linkedin.com/in/dan-delong-9010b417https://www.schoolofbookkeeping.com/Connect with Veronica Wasekhttps://www.linkedin.com/in/veronicawasekhttps://5minutebookkeeping.com/Connect with Alicia Katz Pollockhttps://www.linkedin.com/in/aliciakatzpollockhttps://royalwise.com/training-for-quickbooks/Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Transcribe →
Intuit Enterprise Suite Updates
Jan 16, 202501:01:09Tap to summarizeHector and Alicia explore Intuit's strategic positioning of Enterprise Suite as a mid-market solution distinct from QuickBooks Online Advanced. They break down the key features released in December 2024, including enhanced multi-entity reporting, construction-focused tools, and dimensional reporting capabilities. They discuss pricing considerations, feature limitations, and share their insights on Intuit's development roadmap for this new platform aimed at bridging the gap between small business accounting and full ERP systems.(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:26) - Introduction and New Developments in Intuit Enterprise Suite (03:58) - Positioning and Market Strategy (10:16) - Pricing and Multi-Entity Features (14:33) - New Features and Updates (20:23) - Construction-Focused Enhancements (23:49) - AI and Workflow Innovations (26:38) - User Permissions and Granular Controls (30:00) - Future Predictions and Final Thoughts (31:46) - Introduction to Multi-Entity Reporting (33:14) - Manual Eliminations Explained (37:07) - Challenges with Multi-Entity Management (40:36) - API and Integration Concerns (45:31) - Future Developments and Focus Areas (48:30) - Challenges and Recommendations for IES (56:18) - Conclusion and Upcoming Updates Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks/Apps Mentioned in this episode:Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector’s RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Transcribe →
December Updates: Bill Pay Discounts, AI Features, and QuickBooks Live Changes
Jan 9, 202500:36:55Tap to summarizeHector and Alicia dive into the latest QuickBooks updates from December 2024, including new ProAdvisor discounts for Bill Pay Manager and the rollout of Intuit Assist's AI-powered billing features. They explore the practical implications of these changes, with Hector raising important security considerations about the new email-to-bill functionality.(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:33) - QuickBooks Online Bill Pay Manager Updates (05:29) - ProConnect Tax Enhancements (07:27) - Intuit Assist and AI Features (20:14) - Future Developments and Features (21:13) - Firm of the Future Highlights (24:05) - Upcoming Events and Announcements (31:50) - Hector's Farewell and Podcast Transition Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks/Apps Mentioned in this episode:Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector’s RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Transcribe →