Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup

1Password: 1password.com

Keeper: https://keeper.app/?via=4aaea6

Alicia’s Mobile App class: May 13

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everything

If you need help recertifying because the Intuit training doesn’t match your learning style: www.akadian.com/recertify

Past episode about Intuit Academy, Nov 2024: https://uqb.show/66

Alicia’s QBO Mobile App class on May 13, 2025:

Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registration

Enroll for class recording with CPE: http://royl.ws/QBOMobile

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Intuit has reversed course and TAGS are back!

Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84

Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcoming "Fusion" interface redesign that will completely transform how users navigate and interact with QuickBooks Online.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Alicia’s Links

• Credit Cards in QBO course: http://royl.ws/QBO-credit-cards
• QuickBooks Payments course: http://royl.ws/QB-Payments-Course
• QuickBooks Mobile app course: http://royl.ws/QBOMobile

Margie's Links

• The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Sponsors

GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/

Alicia’s links

• Converting from QBDT to QBO class: http://royl.ws/QBDT2QBO
• Converting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBO

Margies Links

• The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

• (00:00) - Welcome and Introduction
• (00:44) - Overview of Intuit Enterprise Suite
• (01:05) - Defining Mid-Market and Enterprise Software
• (02:48) - Pricing and Client Quotes
• (06:43) - New Features in Intuit Enterprise Suite
• (07:55) - Multi-Entity Allocation Tool
• (16:18) - Consolidated Dashboards and Reports
• (23:49) - Forecast Reports and Project Budgets
• (37:23) - Cost to Complete Project Report
• (39:08) - AI Import for Project Budgets
• (41:36) - Task Management in Intuit
• (52:25) - Third-Party Integration Enhancements
• (54:37) - Speculations on Pricing Transparency
• (01:01:23) - Future of AI in QuickBooks
• (01:06:36) - Upcoming Events and Classes

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

March 2025 IES Release Notes:

https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdf

Links

• Hector's App - RightTool www.righttool.app
• Reframe 2025 Conference https://reframe2025.com/
• Alicia's Payment Class http://royl.ws/QB-Payments-Course
• Chart of Accounts in QBO: http://royl.ws/QBOCOA
• Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

• (00:00) - Welcome to the Show
• (00:35) - QuickBooks Online's Chart of Accounts Evolution
• (02:18) - Reactions to the New Chart of Accounts
• (04:01) - Renaming Classic Categories
• (07:33) - GAAP and Custom Chart of Accounts
• (12:14) - Detail Types and Tax Preparation
• (17:33) - Managing Opening Balance Equity
• (21:51) - Undeposited Funds Workflow
• (25:20) - Reconciliation Discrepancy
• (27:47) - QuickBooks Online Adjustments
• (30:32) - The Importance of Numbering Systems
• (33:59) - Reclassify Tool and Modern Categories
• (37:21) - Meals and Entertainment Changes
• (38:52) - Merchant Services and Modern Expenses
• (43:47) - Final Thoughts and Upcoming Classes

Chart of Accounts in QBO: http://royl.ws/QBOCOA

Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO

Credit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cards

Veronica’s class:

QBO Paid Diagnostic Review System: http://bit.ly/5mb_diagnostic

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.

Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:49) - The End of QuickBooks Tags
• (01:48) - Creative Uses of Tags
• (04:32) - Migration Timelines and Steps
• (08:05) - Changes to Custom Fields
• (12:07) - Migration Process Explained
• (21:38) - Understanding Tag Association with Customers and Vendors
• (22:06) - Testing Tag Visibility in Transactions and Multiple Tags
• (23:25) - Running Reports on Tags Before Migration
• (25:02) - Limitations of Custom Fields in Profit and Loss Reports
• (27:37) - Reports That Support Custom Fields
• (30:55) - Custom Fields in API and Spreadsheet Sync
• (34:17) - Future Enhancements and Roadmap for Custom Fields
• (34:45) - Tags vs. Classes: A Detailed Comparison
• (39:40) - Final Thoughts on Tags and Migration Support
• (41:32) - Upcoming Classes and Contact Information

Intuit’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_US

Dan’s Links
QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

Alicia’s Links

“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907

“QuickBooks Payments” class: Live webinar April 22, recording available afterwards

http://royl.ws/QB-Payments-Course

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding