Unofficial QuickBooks Accountants Podcast

Hosted by Alicia Katz Pollock, MAT

Business NewsInterviews guests

Website RSS feed

Episodes

171

Latest episode

Oct 2026

Language

About the show

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.

Listen to episodes

60 recent

October 15, 2026Episode 16440 min

An Abundance Mindset with Michelle Weinstein

With the economy and the profession in flux, Alicia welcomes Michelle Weinstein, founder of The Abundant Accountant, to explain how scarcity thinking leads accounting firm owners to discount, give away free advice, and take on the wrong clients. Michelle breaks down the difference between marketing and sales, why every prospect should be qualified and diagnosed before a meeting, how to price on the value of the problem rather than your hours, and how to build confidence to re-enroll existing clients at higher fees. She also ties it all back to exit strategy, showing how the same habits that raise profitability also raise the multiple a buyer will pay for your accounting firm. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Zamp - http://uqb.promo/zamp Veltrix - http://uqb.promo/veltrix (00:00) - Scarcity vs Abundance (01:33) - Meet Michelle Weinstein (02:52) - Words Shape Reality (07:01) - Stop Undervaluing Work (11:35) - Marketing vs Sales (14:01) - Qualification and Diagnostics (19:21) - Value Based Pricing (24:48) - Raise Fees Confidently (31:06) - Build for Acquisition (35:27) - Wrap Up and Next Steps (36:53) - Whats Going On (38:11) - Events and Closing LINKS 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

October 8, 2026Episode 16353 min

Look What I Found! Fall 2026

Alicia is joined by Margie Remmers-Davis to round up the small QuickBooks Online changes they spotted between July and September, from the new jurisdiction-based sales tax report and the rare midyear IRS mileage rate increase to 76 cents, to QuickBooks Payroll becoming QuickBooks Workforce with a dedicated time off center and certified payroll reports. They also dig into bank feed posting policies and capitalization thresholds, the early-stage Customer Hub CRM, the AI-generated review summary, bulk chart of accounts cleanup, and new bill pay remittance and Vendor Direct options. Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot Veltrix - http://uqb.promo/veltrix (00:00) - Welcome and Format (02:20) - New Sales Tax Report (03:53) - Mileage Rate Update (05:08) - Intuit Experts Tweaks (06:45) - Workforce Payroll Settings (10:42) - Bank Feeds Controls (13:31) - Posting Policies and AI (18:49) - ProAdvisor Tax Exemptions (19:29) - Undo Reconciliations Safely (23:49) - Customer Hub and CRM (27:10) - Intuit Spreading Too Thin (28:15) - When Built In CRM Helps (30:22) - New Customer Relationship Fields (33:34) - Customize QBO Interface (37:19) - Advanced Search Filters (39:06) - AI Review Summary Report (43:00) - Chart Of Accounts Cleanup (45:56) - Vendor Direct Explained (48:09) - Community Links And CPE (49:12) - New Nonprofit Course Launch (51:55) - Intuit Connect And Wrap Up LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Margies nonprofit class! https://goakadian.com/nonprofits 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

October 1, 2026Episode 16250 min

Now You Know: In the Know Recap September 2026

Alicia and Matthew "Spot" Fulton recap Intuit's September In the Know, where most of the session focused on the ProPartner Accountants program that replaces ProAdvisor in early 2027. They break down the five tiers, how points are earned, the new three-year revenue share, which certifications never need renewing, and why the timing of your first certification matters this fall. They also cover delegated onboarding for QuickBooks Payments and Bill Pay, plus the new tax return dashboards for ProConnect Tax users in Intuit Accountant Suite Accelerate. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Zamp - http://uqb.promo/zamp (00:00) - Welcome and Format (01:53) - How In the Know Works (02:39) - Community News and Events (05:14) - ProPartner Program Overview (06:55) - IAS Benefits and Support (13:42) - Revenue Share and Referrals (18:32) - Tiers Points and Certifications (31:14) - Delegated Bill Pay Onboarding (38:11) - ProConnect Tax Planning Insights (45:24) - Whats Around the Corner (46:04) - Alicias Upcoming Classes (49:06) - Wrap Up and Thanks LINKS Handout: https://staticassets.public-pr50.goldcast.io/event/6c8877ca-5f12-409a-808e-1df07754fc97/resources/1qXVtA2Sd7fNo6qGpV3A_September2026_ProAdvisor_InTheKnow_Handout.pdf Enabling Client Tax Insights in IAS: https://quickbooks.intuit.com/learn-support/en-us/help-article/tax-planning/enabling-accessing-client-tax-insights-intuit/L7f57S24k_US_en_US Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907 QB Time Course: http://royl.ws/qbtime?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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

September 24, 2026Episode 16118 min

Go High, Go Low: Intuit’s Q4 Earnings Report

Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot (00:00) - Follow the Money Setup (01:32) - Q4 Scoreboard and Guidance (02:47) - Customer Growth Slowing (03:22) - QuickBooks Free and Lite (05:11) - Moving Upmarket Fast (06:30) - Accountants Drive Enterprise (07:38) - Accountant Suite and Advisory (08:45) - AI Native and Oversight (10:16) - Money at the Center (11:34) - Desktop and Mailchimp Watch (13:17) - Next Four Quarters Checklist (15:07) - Three Practical Actions (16:15) - Closing and Royalwise Updates LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

September 17, 2026Episode 16055 min

IES Updates with Hector Garcia

Alicia and Hector Garcia catch up on a full year of Intuit Enterprise Suite development, covering multi-entity consolidation with automatic eliminations, dimensions that now span every transaction (including a new AI dimension backfill for historical data), and construction features like WIP reporting, negative change orders, and AIA-style billing that now surpass QuickBooks Desktop Enterprise. They also dig into what's coming next for manufacturing and inventory, including multiple units of measure, and run through the IES features that have already trickled down into QBO Advanced, like cost groups, project phases, and proposals. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Kick.co - http://uqb.promo/kick (00:00) - Welcome and Setup (02:55) - What Is Enterprise Suite (08:11) - Pricing and User Limits (10:14) - Dimensions Deep Dive (11:26) - Multi Entity Consolidation (12:45) - Eliminations and Automation (16:59) - Chart of Accouants Control (19:28) - Construction Feature Leap (20:32) - WIP and Change Orders (21:33) - Permissions and Project KPIs (23:57) - AI Budget Imports (25:38) - AIA Billing and Roadmap (27:22) - Inventory and Manufacturing Push (31:45) - Nonprofit Future Plans (34:42) - August Dimension Updates (35:51) - AI Dimension Backfill (37:56) - Features Coming Downstream (38:24) - Cost Groups in Advanced (41:37) - Project Phases Pros Cons (43:59) - Proposals and E Signatures (45:58) - Calculated Fields and Orders (47:39) - Item Receipts Workflow (50:48) - Wrap Up and Next Recap (53:57) - Final Thoughts and Farewell LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Come to Miami in November! Events.reframeaccounting.com Check out Hector’s RightTool: www.righttool.app 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

September 10, 2026Episode 15948 min

Pilot, Not Autopilot

Alicia sits down with Jessica McKellar, CEO and founder of Pilot, to unpack Meridian, the AI accounting platform built over a decade and stress-tested across thousands of month-end closes before its public launch this year. Jessica walks through how it handles reconciliations, supporting schedules, and firm-specific policies natively, executes both recurring close checklists and ad hoc requests like revenue restatements, and why she thinks the shift will let accountants spend less time on mechanical work and more on judgment and advisory, changing how firms and individual accountants get paid in the process. Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot (00:00) - Welcome and Guest Intro (00:43) - Pilot Mission and Origins (03:49) - Meridian Explained (05:30) - Who Meridian Is For (08:35) - Purpose Built Close Engine (09:57) - Reconciliations and Controls (16:01) - Iron Man Suit for Accountants (19:00) - Setup and Daily Workflow (22:49) - Data Feeds and Integrations (25:02) - Stripe Rev Rec and Ecommerce (27:33) - Autonomous Close and Review (34:40) - Modules and Ad Hoc Tasks (40:21) - Economics and Industry Impact (42:35) - How to Learn More (44:16) - Whats Going On in Your World (47:43) - Wrap Up and Farewell LINKS AI in QBO: http://royl.ws/AI?affiliate=5393907 Customizing QBO: http://royl.ws/CustomizingQBO?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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

September 3, 2026Episode 15849 min

3rd Anniversary Celebration with Hector Garcia

For UNQBA's third anniversary, Alicia welcomes back the podcast's original co-host, Hector Garcia, to look at how the industry has shifted since they started, from the rise of AI-native ledger alternatives like Xero, Digits, and Puzzle to Intuit's course correction on QuickBooks Live and Intuit Experts after accountant backlash. They dig into what "nail the basics" actually means inside Intuit, why the human relationship in accounting still matters even as AI handles more of the busywork, and what they're each watching for out of Intuit Connect and the 2027 rollout of Intuit Accountant Suite. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Kick.co - http://uqb.promo/kick (00:00) - Anniversary Kickoff (02:03) - Industry Shifts and New Rivals (03:38) - AI First Accounting Platforms (08:04) - Spite Switching and Multi Ledger (10:36) - QuickBooks Live Backlash (14:23) - Repositioning Experts and Value (19:59) - Markets Are Conversations (25:38) - Training and ProPartner Future (29:48) - Accountants Split on AI (36:47) - Human Value in an AI World (41:10) - Hector Updates Right Tool Reframe (45:51) - Alicia Courses and QBO Deep Dives (48:47) - Wrap Up and Next Episode LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Come to Miami in Novemeber! Events.reframeaccounting.com Check out Hector’s RightTool: www.righttool.app 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

August 27, 2026Episode 15757 min

Now You Know: In The Know August 2026 Recap

Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers. Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot (00:00) - Welcome and Updates (01:12) - What Is In the Know (03:34) - CPE and How to Watch (04:19) - ProAdvisor News and Webinars (06:33) - Intuit Connect and Workforce Updates (09:21) - Enterprise Suite Polls and Wishlist (13:47) - IES Intercompany Automation (18:40) - Dimensions and Reporting Upgrades (21:44) - Early Access and Beta Features (23:36) - Sales Tax Reports Overhaul (29:32) - New Sales Tax Reports (31:58) - Drilldowns and Custom Views (33:53) - Whats Coming Next (35:52) - Automated Tax Filing Notes (36:11) - Construction Project Phases (38:55) - AIA Billing Workflow (40:55) - Change Orders Upgrade (44:02) - Playbooks in IAS (47:28) - Client Setup Templates (49:57) - Rollout Questions and Pricing (53:18) - Resources and Toolkit (54:26) - Hosts Updates and Wrap LINKS Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses: AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Customizing QBO: http://royl.ws/CustomizingQBO?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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

August 20, 2026Episode 15612 min

Most Impactful Change I Made This Year

Alicia hits the road with a series of "woman on the street" interviews recorded at BDO's Evolve conference, WAVE Seattle, and Scaling New Heights. This episode covers her question about the most impactful change attendees made this year, with answers ranging from hiring key staff and switching tax software to setting boundaries with clients and finding new ways to give back to the community, painting a picture of an industry investing as much in its people as its tech stack. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Kick.co - http://uqb.promo/kick (00:00) - Podcast Setup (01:18) - Giving Back Stories (02:06) - Big Goals Achieved (03:20) - Personal Growth Wins (04:45) - New Client Services (06:18) - Hiring And Delegation (08:43) - Tech Changes In Firms (10:50) - Wrap Up And Next Series (11:19) - Host Update And Training LINKS The Conferences where these clips were recorded: BDO EVOLVE 2026: https://conference.bdoalliance.com/ WAVE-Seattle: https://www.instagram.com/wave.seattle/ Scaling New Heights: https://www.woodard.com/scaling-new-heights-2027-about Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses: AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Customizing QBO: http://royl.ws/CustomizingQBO?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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

August 13, 2026Episode 15552 min

Pricing vs. Features: Where's the Beef?

Alicia and Matthew "Spot" Fulton break down the August pricing changes and the features behind them, from smarter bank feed matching and locked parent accounts to Bill Pay Elite now included in Advanced at no extra cost. Alicia also shares her own list of under-the-radar upgrades, like invoice deposits held as true liabilities and drag-and-drop bill capture, that she used to answer a Redditor questioning the price hike, plus a fraud warning on why bill approval workflows are worth turning on now. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot (00:00) - Cold Open and Introductions (00:34) - Where’s the Beef Pricing vs Features (01:48) - Interface Changes and Faster Fixes (03:03) - Canny Board and Feature Feedback (04:24) - How We Message Clients (05:59) - Pricing FAQ Article Walkthrough (06:26) - Bank Feeds Smarter Categorization (08:15) - PayPal Matching and Duplicates (09:15) - Docs Requests and Bank Feed Tweaks (09:59) - Lock Parent Accounts (10:25) - Invoicing Automation and Reminders (11:20) - Bulk Edits and Payment Alerts (11:46) - Intuit Experts and Expense Policies (14:08) - Modern Reports and Management Packs (14:37) - Intuit Assist Business Intelligence (15:57) - KPIs Dashboards for Essentials Plus (16:54) - What’s New in QBO Advanced (17:03) - Advanced Reporting Suite Forecasting (17:41) - Bill Pay Elite Included in Advanced (18:28) - Construction and Project Features (19:30) - Continuously Clean Books Explained (20:54) - New Pricing Table Breakdown (21:47) - Which AI Features by Tier (24:07) - Intelligent Onboarding and Add Ons (25:06) - Bill Pay Basic vs Elite and ACH (26:12) - Affirm Buy Now Pay Later (27:27) - Autopilot Invoicing Beta (27:58) - Unprocessed Payments Warning (29:56) - Pricing Tiers Recap (31:12) - When Price Changes Hit (33:25) - Bill Pay Pricing Overhaul (35:11) - Fraud Prevention Workflows (36:56) - ProAdvisor Discounts Notes (37:50) - Features Justify Increase (38:47) - Customer Hub And Scheduling (39:57) - Deposits And Recurring Payments (41:46) - Inventory And Banking Feeds (43:23) - Drag And Drop Bill Capture (45:53) - Custom UI And Smart Search (47:18) - Modern Reports Resolution Center (49:23) - Wrap Up Classes And Projects LINKS New QuickBooks Pricing: https://www.firmofthefuture.com/product-update/quickbooks-price-changes/ August Product Updates: https://www.firmofthefuture.com/product-update/quickbooks-online-improvements-august-2026/#feedback Alicia’s upcoming classes: Intuit Enterprise Suite, Aug 19 but date might change: http://royl.ws/intuit-enterprise-suite Battle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration AI in QBO: http://royl.ws/AI Intuit Accountant Suite in Sept: http://royl.ws/IAS 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding