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Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, and expanded payment options such as Apple Pay, PayPal, and Venmo integration. This comprehensive tour reveals both obvious and hidden features, helping users adapt to and take advantage of the modernized invoice experience.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
(00:00) - Introduction to the Podcast and Hosts(01:42) - The Evolution of Modern Invoices(03:56) - Exploring New Invoice Features(06:23) - Navigating the Modern Invoice Layout(06:55) - Intuit Assist and Autofill Capabilities(13:15) - Customer Information and Sales Tax(23:25) - Communication Boxes and Attachments(27:27) - Subtotal, Sales Tax, and Shipping(30:51) - Saving, Sending, and Receiving Payments(33:27) - Managing and Customizing Invoices(36:11) - Payment Options and Methods(44:33) - Managing Tips and Discounts(54:26) - Recurring Invoices and Payments(01:00:09) - Invoice Status and Feedback(01:02:56) - Wrapping Up and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]Links for this episode:
Intuit Support article: https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US
Alicia’s Upcoming Classes:
Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessQBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingDan’s Upcoming Events:
QB Power Hour - Bridging the Apps - Using Zapier to connect the missing links in integrated apps - 3/4/25 Noon ESTWorkshop Wednesdays - 1PM EST - Check the website for weekly topics -
Alicia reveals a critical issue affecting QuickBooks users who integrate Shopify and PayPal payments, which could result in significant duplicate revenue reporting. She provides step-by-step instructions to identify, fix, and prevent this problem by correctly configuring the Commerce Center settings. This quick technical update could save your clients from substantial tax overpayments and position you as their financial hero.
Send your Questions/Comments (we could read/answer them on air) [email protected]
https://royalwise.com/
Sign up to Earmark to earn free CPE for listening to this podcast
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Saknas det avsnitt?
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Alicia and Spot dive into the latest features announced in Intuit's latest In the Know webinar, including the new revenue share program for QuickBooks Payments that offers accountants 20% of net revenue for three years. They explore significant updates to QuickBooks Online Payroll, including direct deposit reversals and consolidated payroll reporting. The duo also breaks down the powerful dimension features in Intuit Enterprise Suite, explaining how these advanced classification tools allow for sophisticated multi-dimensional reporting and analysis.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:24) - QuickBooks Payments and Revenue Share Program(09:44) - QuickBooks Live Expert Cleanup(13:29) - Direct Deposit Reversals in Payroll(21:46) - New Payroll Report Features(22:27) - Consolidated Payroll Reports(23:30) - QuickBooks Online Payroll Limitations(26:10) - Understanding Dimensions in IES(28:35) - Practical Applications of Dimensions(31:11) - Future Developments for Dimensions(33:52) - IES Reporting Enhancements(35:40) - Closing Remarks and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]Links for this episode:
https://www.firmofthefuture.com/QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveQB PowerHour: https://www.qbpowerhour.com/QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingQBO Payroll: http://royl.ws/QBO-PayrollQuickBooks Time: http://royl.ws/qbtimePayroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfectionhttps://youtube.com/parkwayincSign up to Earmark to earn free CPE for listening to this podcast
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Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platform. Get an insider's perspective on Intuit's five strategic bets and how they're reshaping the landscape for accountants and small businesses alike.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:40) - Intuit's Annual Stockholder Meeting Insights(03:29) - Intuit's AI-Driven Strategy(07:59) - QuickBooks Live and Expert Connections(14:20) - Growth and Financial Metrics(19:17) - QuickBooks Online Payroll and Ecosystem(25:17) - Intuit's Cross-Platform Strategy(28:10) - The Future of Mint and Data Acquisition(34:17) - CEO Compensation and Company Growth(38:05) - Upcoming Courses and Community Resources(41:20) - Closing Remarks and Next Steps
Send your Questions/Comments (we could read/answer them on air) [email protected]Links for this episode:
Intuit Stockholder PresentationIntuit Webcast LinkParkway’s QuickBooks Online Payroll Tutorial: https://swiy.co/uqap227QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveQB PowerHour: https://www.qbpowerhour.com/QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingQBO Payroll: http://royl.ws/QBO-PayrollQuickBooks Time: http://royl.ws/qbtimePayroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfectionhttps://youtube.com/parkwayincSign up to Earmark to earn free CPE for listening to this podcast
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The sudden shutdown of Bench Accounting in December 2024 left 11,000 business owners without access to their financial data, highlighting the risks of venture-backed automated bookkeeping services. Hosts Alicia Katz Pollock and Veronica Wasek discuss how this pivotal moment presents an opportunity for professional bookkeepers to showcase their value through personalized service, deep expertise, and genuine commitment to client success. They explore how independent bookkeepers can differentiate themselves from automated services while maintaining sustainable pricing models and building lasting client relationships.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessQBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Bankinghttps://5mbAcademy.comhttps://5MinuteBookkeeping.comhttps://5MBvideo.comhttps://mavency.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast (00:39) - Congratulations to OnPay(03:25) - Tags Discontinued(05:00) - QuickBooks Solopreneur Updates(08:45) - Migration from QuickBooks Desktop to Online(12:16) - QuickBooks Live Expert Cleanup(20:28) - QuickBooks Customer Hub Powered by Mailchimp(22:46) - New Recurring Payments Feature(27:41) - Outro and Upcoming Classes
Send your Questions/Comments (we could read/answer them on air) [email protected]Links Mentioned in this episode:
January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242Alicia’s classes:
Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessSign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as developments in e-commerce integrations and Credit Karma financing options.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:49) - Margie's Background and Journey(05:19) - Biometric Logins and Modern Report View(07:12) - Add a Note in Modern Report View(09:59) - Payroll Updates and Enhancements(18:03) - E-commerce and Inventory Integrations(23:11) - PayPal Integration and App Transactions(26:42) - Limitations of Current System(27:44) - Exciting New Feature: Printing Bills(28:14) - Expense Claims and Bill Pay Updates(33:45) - QuickBooks Time Settings(37:15) - Financing Options with Credit Karma(47:35) - New Features and Updates Recap
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
http://royl.ws/yearendhttp://royl.ws/QBO1099https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Onlinehttps://royalwise.com/https://akadian.com/Sign up to Earmark to earn free CPE for listening to this podcast
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Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:43) - Dan DeLong's Background and Experience(03:12) - The Importance of 1099s(04:58) - Complexities of 1099 Forms(09:22) - Gathering Recipient Information(11:36) - Using QuickBooks Online for 1099s(30:43) - Contractor Center in QuickBooks Online(36:18) - Introduction to 1099 Preparation(36:40) - New 1099 Wizard Features for 2025(38:04) - Manual vs Automated 1099 Preparation(40:10) - Cost and Billing for 1099 Services(44:58) - Step-by-Step 1099 Preparation Process(57:55) - Final Tips and Best Practices(01:01:00) - Upcoming Classes and Collaborations(01:04:28) - Conclusion and Closing RemarksSend your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendAlicia's QB Desktop to QBO Class https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-OnlineDan's schoolofbookkeeping.comDan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1https://www.qbpowerhour.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
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.businessConnect 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) [email protected] -
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.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
(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 UpdatesSend your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector’s RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
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.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:33) - QuickBooks Online Bill Pay Manager Updates(05:29) - ProConnect Tax Enhancements(09:24) - Intuit Assist and AI Features(23:44) - Future Developments and Features(24:43) - Firm of the Future Highlights(27:35) - Upcoming Events and Announcements(35:20) - Hector's Farewell and Podcast TransitionSend your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector’s RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement.
Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:44) - Official Announcement: Tags Discontinued(03:45) - History and Evolution of Tags(05:03) - Benefits and Limitations of Tags(08:29) - Potential Transition to Custom Fields(14:12) - What Will Happen to Tag Users(25:00) - Reporting and API Implications(30:19) - Migration of Tag Data: Key Questions(32:55) - Timing Concerns: Why During Tax Season?(35:51) - Potential Issues with Custom Fields in Bank Feeds(42:20) - Upcoming Events and Announcements(47:53) - Farewell and Future Plans for the PodcastSend your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector’s RightTool: http://righttool.appSign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.
Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
Redmond Academy - https://uqb.promo/redmond
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:25) - Retail AI: Chatbots and Accessibility(02:03) - API-Based AI: Middleware and Integration(04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights(06:25) - AI in Software Development(13:57) - AI Predictions for 2025(23:49) - Always-On AI and AI Agents(37:46) - Future of AI in Accounting Software(43:26) - Conclusion and Future PlansSend your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
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Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along the way, they share insights about the evolving relationship between accountants and automation tools.
Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
MediaBooks - https://uqb.promo/mediabooks
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:53) - Rethinking Pop-Ups(06:15) - QuickBooks Labs Revival(09:04) - Public Roadmap and Feedback Transparency(18:11) - Perfecting Autofill (23:03) - Turning Off AI Features(25:26) - Issues with Reporting Features(28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials(35:03) - Final Wishlist Item(39:45) - What's New with Alicia and HectorSend your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:
Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast(00:52) - Exploring Intuit Connect(02:20) - Innovations in Dashboards(05:00) - Payroll Enhancements(16:11) - Sales and Income Tax Updates(26:18) - New Features in QuickBooks Online for Accountants(29:17) - Bank Feeds and Transactions(33:45) - MailChimp Integration(37:31) - BillPay and AP Automation(47:28) - Conclusion and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.
Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:35) - ProAdvisor Academy Overview(06:08) - 1099 Enhancements in QuickBooks Online(12:13) - New Work Center in QBOA(17:42) - Conclusion and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia explores the completely revamped ProAdvisor Academy, breaking down the new certification paths, training modules, and enhanced features available to QuickBooks ProAdvisors. She provides a detailed walkthrough of the six available certifications, including the new Intuit Bookkeeping certification, and explains how the point system ties into ProAdvisor benefits like premium support and third-party discounts. The episode offers valuable insights into test-taking strategies, certification requirements, and how to leverage the new Learn section to fill knowledge gaps without pursuing full certification.
Sponsors
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks
Redmond Academy - https://uqb.promo/redmond
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:01) - Accessing ProAdvisor Academy(01:45) - ProAdvisor Academy Overview(02:33) - Foundation Certifications(03:41) - Intuit Bookkeeping Certification(10:32) - Certification Levels 1 and 2(20:17) - Desktop Certification(22:06) - ProAdvisor Academy Learn Section(22:53) - My History and Badges(29:31) - Conclusion and Final ThoughtsSend your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
ProAdvisor Academy: https://www.firmofthefuture.com/quickbooks-proadvisor/exploring-the-new-quickbooks-proadvisor-academy/Insightful Accountant deep dive article: https://insightfulaccountant.com/in-the-news/people-and-business/exploring-the-new-quickbooks-proadvisor-academy-certification-and-training-reinvented/Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907Sign up to Earmark to earn free CPE for listening to this podcast
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Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.
Sponsors
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
MediaBooks - https://uqb.promo/mediabooks
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:49) - Intuit's Feature Rollout Strategy(04:23) - ProAdvisor Academy Rebranding(09:33) - QuickBooks Live Expert Assisted Service(19:25) - Modern View Reports in QuickBooks(24:43) - Inactive Pay Items in QBO Payroll(32:32) - E-Signatures in QBO Payroll Elite(33:21) - Exploring Workforce Management Solutions(36:00) - Beneficial Ownership Information Reporting(38:36) - Challenges and Industry Reactions(40:04) - QuickBooks Live and BOI Services(48:26) - What's Going On With Hector and Alicia(54:37) - Final Thoughts and ReflectionsSend your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
QuickBooks Online new features and updates—November 2024, https://www.firmofthefuture.com/product-update/november-2024-mpu/Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/Hector’s Reframe conference and Exactly What to Say resources and trainings: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsSign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:08) - Keynote Speech Highlights(03:27) - The Impact of AI and Technology(05:03) - Intuit's Strategic Directions(11:27) - Addressing the Elephant in the Room(13:14) - Intuit and ProAdvisors Relationship(15:58) - Innovations in QuickBooks Live(28:35) - Future of Accounting and Technology(34:27) - Upcoming Classes and Final Thoughts
https://www.earmark.app/onboarding -
Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.
Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
Royalwise - http://royl.ws/uqapodcast
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:53) - Reflections on Intuit Connect(01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi(05:38) - The Future of Accounting: Embracing Change(10:06) - Leadership Advice from Sasan(16:23) - New Features Announced(22:19) - AI Innovations and Enhancements(31:40) - Reimagining QuickBooks Online for Accountants(42:29) - Wrap Up and What's New with Hector and Alicia
https://www.earmark.app/onboarding - Visa fler
