Unofficial QuickBooks Accountants Podcast

By: Hector Garcia CPA & Alicia Katz Pollock MAT
  • Summary

  • Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia 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.
    @ 2023 Earmark Media LLC
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Episodes
  • New Year New Lineup
    Jan 22 2025

    Alicia 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" Fulton
    https://www.linkedin.com/in/parkwayinc
    https://www.parkway.business

    Connect with Margie Remmers-Davis
    https://www.linkedin.com/in/margie-remmers
    http://www.akadian.com/

    Connect with Dan DeLong
    https://www.linkedin.com/in/dan-delong-9010b417
    https://www.schoolofbookkeeping.com/

    Connect with Veronica Wasek
    https://www.linkedin.com/in/veronicawasek
    https://5minutebookkeeping.com/

    Connect with Alicia Katz Pollock
    https://www.linkedin.com/in/aliciakatzpollock
    https://royalwise.com/training-for-quickbooks/


    Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

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    13 mins
  • Intuit Enterprise Suite Updates
    Jan 16 2025

    Hector 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) ask@uqapodcast.com

    Links/Apps Mentioned in this episode:

    • Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
    • Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
    • Reframe 2025 Conference https://reframe2025.com/
    • Hector’s RightTool: http://righttool.app
    • In 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 podcast
    https://www.earmark.app/onboarding

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    1 hr and 1 min
  • December Updates: Bill Pay Discounts, AI Features, and QuickBooks Live Changes
    Jan 9 2025

    Hector 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) ask@uqapodcast.com

    Links/Apps Mentioned in this episode:

    • Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
    • Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
    • Reframe 2025 Conference https://reframe2025.com/
    • Hector’s RightTool: http://righttool.app
    • In 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 podcast
    https://www.earmark.app/onboarding


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    37 mins

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