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
  • Exactly What to Say to Accountants
    Sep 19 2024

    Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.

    Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.

    Sponsors
    Zoho Expense - https://uqb.promo/zohoexpense
    Melio - https://uqb.promo/melio
    interVal - https://uqb.promo/interval


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

    Where to buy

    Exactly What to Say
    https://amzn.to/47xZzob

    Links/Apps Mentioned in this episode:
    • Links/Apps Mentioned in this episode:
      • Hector’s Reframe Conference - https://www.reframe2024.com/
      • Hector's App - RightTool www.righttool.app
      • Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
      • Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
      • Intuit Connect Conference www.quickbooksconnect.com
      • Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
      • The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
      • QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding

    • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
    • (00:48) - Exactly What to Say to Accountants
    • (02:04) - Alicia's Experience with the Book
    • (03:56) - Implementing the Book's Principles
    • (09:07) - Key Principles from the Book
    • (17:02) - Practical Applications and Examples
    • (24:15) - Alicia's Email Example
    • (31:16) - Wrapping Up and Final Thoughts
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    33 mins
  • Misc. Musings on QuickBooks | Sept 2024
    Sep 12 2024

    Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.

    Sponsors
    Client Hub- https://uqb.promo/clienthub
    Melio - https://uqb.promo/melio
    Practice Protect - https://uqb.promo/protect


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

    Links/Apps Mentioned in this episode:
    • Links/Apps Mentioned in this episode:
      • Hector’s Reframe Conference - https://www.reframe2024.com/
      • Hector's App - RightTool www.righttool.app
      • Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
      • Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
      • Intuit Connect Conference www.quickbooksconnect.com
      • Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
      • The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
      • QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
    • (01:29) - Unexpected Bank Fees
    • (06:04) - QuickBooks Payments and QSP Benefits
    • (16:46) - New QuickBooks Features: Intuit Documents
    • (23:24) - Google Drive and Dropbox Integration Plus Mobile Device Uploads
    • (30:41) - Understanding the QR Code Workflow
    • (36:25) - New QuickBooks Login Page and Speculations
    • (39:00) - Challenges with QuickBooks Modernization
    • (44:27) - Import Data Screen: Cosmetic Changes and Limitations
    • (51:42) - Upcoming Events and Conferences
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    57 mins
  • Intuit Dome Is the Future
    Sep 5 2024

    This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand.

    Sponsors
    Fishbowl - https://uqb.promo/fishbowl
    Melio - https://uqb.promo/melio
    Practice Protect - https://uqb.promo/protect


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

    Links/Apps Mentioned in this episode:
    • Links/Apps Mentioned in this episode:
      • Hector’s Reframe Conference - https://www.reframe2024.com/
      • Hector's App - RightTool www.righttool.app
      • Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
      • Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
      • Intuit Connect Conference www.quickbooksconnect.com
      • Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
      • The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
      • QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (00:32) - Exploring the Intuit Dome
    • (02:17) - Intuit Dome's Cutting-Edge Technology
    • (03:33) - Steve Ballmer and the Clippers
    • (08:37) - Intuit's Branding and Future Vision
    • (10:40) - More About the Uniqueness of the Venue
    • (13:47) - Challenges and User Experiences
    • (20:45) - Financial Insights and Naming Rights
    • (28:33) - Final Intuit Dome Thoughts
    • (32:42) - Upcoming Classes and Conferences
    • (37:38) - Conclusion and Farewell
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    38 mins

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