Unofficial QuickBooks Accountants Podcast

Hosted by Alicia Katz Pollock, MAT

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176

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Nov 2026

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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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November 12, 2026Episode 16839 min

Poolside Chat: Alicia and Dan’s Intuit Connect 2026 Recap

Alicia and Dan DeLong debrief Intuit Connect 2026 from poolside in Las Vegas, covering why this year felt more collaborative and trusting than the last, Intuit’s new pilot, beta, and GA labels, and the accountant-focused tools coming to Intuit Accountant Suite, including AI matchmaking for the ProPartner program. They also wrestle with whether a world without QuickBooks is realistic and what Zack Kass’s closing keynote on human advantage means for accountants. The episode wraps with attendee exit interviews on their favorite takeaways, from AI agents and user groups to the nonprofit edition of Intuit Enterprise Suite. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Relay - http://uqb.promo/relay Veltrix - http://uqb.promo/veltrix (00:00) - Intuit Connect Recap (01:20) - Future Without QuickBooks (02:36) - APIs Versus AI Tools (05:21) - AI Progress And Pitfalls (06:32) - Deepfakes And Reality (08:39) - Keynote Humanity Focus (09:50) - Pilot Beta GA Explained (13:09) - Co Build With Accountants (16:33) - Accountant Suite Vision (17:25) - Ownership Of Rules Data (18:58) - Custom Agents In Suite (19:39) - Conference Vibe Shift (21:07) - AI Matchmaking Leads (24:15) - ProPartner Calculator Story (26:09) - Exhibit Hall Reality (29:46) - Faster Releases Ahead (31:26) - Dan Rebrand Updates (33:15) - Attendee Exit Interviews (38:31) - Workshops 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: Nov 10 - Dec 8: Accounting LifeCycle with Mariette Martinez: https://learn.royalwise.com/visitor_catalog_class/show/2637279/The-Accounting-Life-Cycle-with-Mariette-Martinez Nov 13: QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907 Nov 24: QB Time Course: http://royl.ws/qbtime?affiliate=5393907 Dec 2: 1099s in QBO: http://royl.ws/QBO-1099 Dec 9: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Dec 15: Year-end Cleanup for Taxes: http://royl.ws/QBOYearEnd Dan’s Links Schoolofbookkeeping YouTube: https://snip.ly/SOBYT THE Power Hour: https://www.thepowerhour.co 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

November 5, 2026Episode 16740 min

Rethinking Accounting Education

Alicia sits down with Matthew “Spot” Fulton to reflect on a year that brought her Insightful Accountant’s Top ProAdvisor Educator title, a BDO Alliance Growth Strategy Award for Royalwise, and a spot on Ignition’s Top 50 Women in Accounting. She uses the recognition to argue that accounting education has to shift from handing out information to building judgment and confidence, walking through her paid Bookkeeping Incubator, the interactive QuickBooks Online Step-by-Step e-book, and the Royalwise OWLS community’s new paths for bookkeepers and business owners. She closes with a question for every accounting firm owner: how are you training your people? Sponsors: Intuit Accountants - http://uqb.promo/intuit Zamp - http://uqb.promo/zamp Pilot - http://uqb.promo/pilot Veltrix - http://uqb.promo/veltrix (00:00) - Industry Shift Reflection (01:31) - Awards and Recognition (03:49) - From Info to Capability (08:11) - Bookkeeping Incubator Model (12:38) - Leveling Up to Leadership (16:42) - Interactive QBO E-Book (23:10) - AI and Better Teaching (24:24) - Evolving OWLS Community (27:31) - Two Learning Pathways (33:12) - Lessons and Takeaways (38:15) - Closing and Next Steps LINKS Royalwise OWLS Bookkeeping Incubator: https://drive.google.com/file/d/1-qNWCK0KINUMuH4FoYUFOan4Qo6NVsMh/view?usp=sharing Insightful Accountant’s Top Advisor Educator: https://blog.insightfulaccountant.com/insightful-accountants-2026-top-advisors-announced Ignition’s Top 50 Women in Accounting: https://womeninaccounting.ignitionapp.com/top-50 BDO Alliance’s Growth Strategy Award: https://www.bdo.com/insights/bdo-alliance-usa-recognizes-nine-firms-with-2026-alliance-awards 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: Nov 10 - Dec 8: Accounting LifeCycle with Mariette Martinez: https://learn.royalwise.com/visitor_catalog_class/show/2637279/The-Accounting-Life-Cycle-with-Mariette-Martinez Nov 13: QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907 Nov 24: QB Time Course: http://royl.ws/qbtime?affiliate=5393907 Dec 2: 1099s in QBO: http://royl.ws/QBO-1099 Dec 9: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Dec 15: Year-end Cleanup for Taxes: http://royl.ws/QBOYearEnd 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 29, 2026Episode 16641 min

Now You Know: In the Know October 2026 Recap

Alicia and Matthew “Spot” Fulton recap Intuit’s latest In the Know webinar, starting with why accountants should move to Intuit Accountant Suite now, ahead of the ProPartner Accountants launch and the December 31 end of QuickBooks Online Accountant. They cover Books to Advice, which pulls QuickBooks Online data straight into ProConnect and Lacerte tax projections, and a new payroll feature that imports hours from third-party time tracking spreadsheets. They also look at the new client list columns, consolidation that now carries over documents, reports, and team members, and the HR resource center expanding to all Workforce levels. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Zamp - http://uqb.promo/zamp Veltrix - http://uqb.promo/veltrix (00:00) - Welcome and Format (00:45) - What Is In the Know (02:52) - Community News and Events (04:33) - ProPartner Transition Tips (07:31) - Workforce Payroll and HR (09:15) - Awards and Webinar Lineup (12:17) - Books to Advice Tax Planning (17:58) - Payroll Spreadsheet Uploads (23:00) - Accountant Suite Updates (26:53) - Consolidation and Accelerate (35:58) - Around the Corner Wrap-Up (36:39) - Hosts Updates and Closing LINKS Link to event: https://intuit.ondemand.goldcast.io/on-demand/71a2f905-626f-448d-8f87-ea9262a76e7a Handouts: https://staticassets.public-pr50.goldcast.io/event/71a2f905-626f-448d-8f87-ea9262a76e7a/resources/po7YmXbGTOK84ynNbW9T_October2026_ProAdvisor_InTheKnow_Handout.pdf Our episode with Jeff Siegel, 2026 Top ProAdvisor: www.uqb.show/108 Alicia’s Upcoming Classes: 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: Nov 10 - Dec 8: Accounting LifeCycle with Mariette Martinez: https://learn.royalwise.com/visitor_catalog_class/show/2637279/The-Accounting-Life-Cycle-with-Mariette-Martinez Nov 13: QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907 Nov 24: QB Time Course: http://royl.ws/qbtime?affiliate=5393907 Dec 2: 1099s in QBO: http://royl.ws/QBO-1099 Dec 9: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Dec 15: Year-end Cleanup for Taxes: http://royl.ws/QBOYearEnd 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 22, 2026Episode 16545 min

Bank Feed Secrets with Kathy Grosskurth

Alicia and Kathy Grosskurth of Bookkeeping Clean and Simple, two self-described bank feed geeks, walk through the revamped QuickBooks Online bank feed and the controls that let accountants decide how much to trust the AI. They cover the green, blue, and orange review signals, draggable columns, drag-and-drop attachments, grouping and sorting for large cleanups, new keyboard shortcuts, and automatic transfer pairing. They also dig into the new policy reviews and accounting settings, where each client’s required fields, review thresholds, and capitalization rules can be set. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Zamp - http://uqb.promo/zamp Veltrix - http://uqb.promo/veltrix (00:00) - Welcome and Introductions (00:53) - Why Bank Feeds Matter (01:52) - AI Reset and Retraining (04:27) - Review Signals Explained (07:43) - Categorization History Tricks (08:45) - Customize the Banking Grid (12:21) - Attach Receipts Fast (15:07) - More Baby Gear Settings (18:06) - Warnings and Best Practices (21:12) - Batching With Group and Sort (23:35) - Posted Tab Auto Matching (25:54) - Keyboard Shortcuts and Focus Mode (28:08) - Account Switcher and Reorder (34:08) - Transfer Pair Matching (35:30) - Policy Reviews and AI Controls (41:29) - Guest and Host Updates (43:51) - Wrap Up and How to Engage LINKS Alicia’s Bank Feeds Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907 Find us at Intuit Connect in Booth 60! Connect with Kathy Grosskurth : Email: kathy@bookkeepingcleanandsimple.com Website: https://www.bookkeepingcleanandsimple.com YouTube: https://www.youtube.com/c/KathyGrosskurth/?sub_confirmation=1 Schedule an Initial Discovery Phone Call: https://calendly.com/kathygrosskurth/freeconsult 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 21, 20263 min

Royalwise Will Be at Intuit Connect!

Come find Royalwise in the Expo Hall at booth 60 at Intuit Connect! 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 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