Beste Alicia Katz Pollock podcaster (2024)

1
Modern Reports in QBO Advanced 48:07

6d ago48:07

48:07

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insig…

1
QuickBooks Online October 2024 Updates 1:04:15

12d ago1:04:15

1:04:15

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share …

1
A New Dawn 23:00

20d ago23:00

23:00

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maint…

1
End of an Era 30:42

26d ago30:42

30:42

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…

1
Intuit Enterprise Suite - What We Know 56:56

1M ago56:56

56:56

Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also specula…

1
Exactly What to Say to Accountants 34:05

1M ago34:05

34:05

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 exampl…

1
Misc. Musings on QuickBooks | Sept 2024 58:33

2M ago58:33

58:33

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 accou…

1
Intuit Dome Is the Future 38:11

2M ago38:11

38:11

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 …

1
Intuit's FY 2024 Earnings 46:19

2M ago46:19

46:19

Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance …

1
QBO Payroll Updates August 2024 1:01:01

2M ago1:01:01

1:01:01

Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect confere…

1
Artificial Intelligence Part 1 45:12

3M ago45:12

45:12

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles.…

1
QuickBooks Karma? Financing Your Estimates 49:03

3M ago49:03

49:03

This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They spec…

1
Outsourcing Overseas 38:58

3M ago38:58

38:58

Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to…

1
QBO New Features July 2024 56:55

3M ago56:55

56:55

In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing fea…

1
Matching Bank Transactions 43:38

3M ago43:38

43:38

This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accur…

1
QuickBooks Price Increase 1:01:10

4M ago1:01:10

1:01:10

This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. …

1
QuickBooks Classes vs. Locations vs. Tags 56:25

4M ago56:25

56:25

This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple S…

1
QuickBooks June 2024 Updates 40:48

4M ago40:48

40:48

In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences a…

1
Desktop App for QBO 48:11

4M ago48:11

48:11

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare…

1
Accounting Conferences 1:07:02

5M ago1:07:02

1:07:02

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on welln…

1
Is QuickBooks in Beta? 52:02

5M ago52:02

52:02

In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from.…

1
QBO New Features May 2024 47:33

5M ago47:33

47:33

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with…

1
A Deep Dive Into Bugs, Features and More 36:21

5M ago36:21

36:21

In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its st…

1
Tackling the Tax Deadline Madness 23:57

6M ago23:57

23:57

On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potent…

1
What Intuit Gets Right 51:52

6M ago51:52

51:52

Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The ho…

1
QuickBooks Live Expert Assisted: A ProAdvisor’s Perspective 50:06

6M ago50:06

50:06

In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a…

1
Mastering Journal Entries in QuickBooks Online 52:52

6M ago52:52

52:52

In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and ut…

1
Is QuickBooks Online Advanced a Worthwhile Investment for Your Business? 54:26

6M ago54:26

54:26

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing,…

1
QuickBooks Online Interface Upgrades 40:30

7M ago40:30

40:30

Hector and Alicia dive into the latest interface tweaks and small but impactful changes made to QuickBooks Online in the first quarter of 2024. From modernized reports with keyboard shortcuts and data source labeling to new refresh buttons and consistent font styles, they explore how these updates are enhancing the user experience for accounting pr…

1
Unveiling QuickBooks 2024 Roadmap 40:18

7M ago40:18

40:18

Hector and Alicia break down the latest Firm of the Future article, covering upcoming innovations and new features Intuit has planned for QuickBooks Online in 2024. From enhanced user permissions to improved payroll processing, they analyze and provide their insights on these anticipated changes that could significantly impact accountants and busin…

1
Even More New March 2024 QBO Features 32:52

7M ago32:52

32:52

Join Hector and Alicia as they explore QuickBooks Online's latest round of productivity enhancements for March 2024. Learn about the new 1099 correction functionality, batch payroll editing across employees, smarter bank feed transaction matching for payroll, and additional dashboard customization options. They also share insights on upcoming e-com…

1
QBO New Features: March 2024 29:27

7M ago29:27

29:27

In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the transformation of "Get Paid Upfront" into a line of credit offering, significant productivity enhancements to invoicing and navigation, and new integration partnerships with companies like…

1
Reorganizing Your Lists in QBO 48:17

8M ago48:17

48:17

In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aim…

1
Concierge QuickBooks Online Setup Service 54:49

8M ago54:49

54:49

In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing …

1
Bank Feeds: The Good, the Bad, and the Wishlist 49:07

8M ago49:07

49:07

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexib…

1
QBO New Features: February 2024 34:07

8M ago34:07

34:07

Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return importing, and more. They also talk about upcoming changes to HR services and share what they are working on in their own businesses. Sponsors Client Hub- https://uqb.promo/clienthub…

1
What to do After Converting QuickBooks Desktop to Online 58:30

9M ago58:30

58:30

In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over …

1
QuickBooks Desktop to Online Conversions (Part 2) 50:18

9M ago50:18

50:18

Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They al…

1
QuickBooks Desktop to Online Conversions (Part 1) 49:04

9M ago49:04

49:04

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss what does and doesn't convert when migrating from QuickBooks Desktop to QuickBooks Online, covering topics like attachments, budgets, inventory, payroll, price levels, progress invoicing, purchase orders, and assemblies. They explain the challenges involved …

1
Forecasts in QBO Advanced 34:47

9M ago34:47

34:47

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful. …

1
What's New In QBO | January 2024 31:25

9M ago31:25

31:25

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss new QuickBooks Online features released in January 2024, including updates to revenue recognition, a new QuickBooks Solopreneur product, and the upcoming QuickBooks Advanced Forecasting tool. They also speculate on how QuickBooks' new Live Tax offering may i…

1
How To Give QuickBooks Feedback 40:58

10M ago40:58

40:58

Is Intuit really listening? In this episode, Hector and Alicia pull back the curtain on how QuickBooks handles user feedback. Learn how to make your voice heard above the noise through targeted, helpful critiques. They'll also examine common feedback pitfalls to avoid, so your suggestions make it to the top of Intuit's priority list. Sponsors Finda…

1
Filing 1099s in 2024 40:36

10M ago40:36

40:36

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss preparing 1099s in QuickBooks Online for the 2024 tax season. They cover the new 1099 platform, pricing, filing deadlines, tips for ensuring 1099s go smoothly, and some of the common pain points around collecting information and filing accurate 1099 amounts.…

1
Look What We Found 34:07

10M ago34:07

34:07

Hector and Alicia highlight new features and updates in QuickBooks Online that they discovered in December 2023, such as enhancements to construction reporting, interface changes, and behaviors with QuickBooks Checking envelopes. They offer tips and feedback for accountants and bookkeepers using QBO based on these recent discoveries. Sponsors LiveF…

1
What is going on with QuickBooks Reports? 33:22

10M ago33:22

33:22

In this episode, Hector and Alicia discuss the upcoming changes to QuickBooks Online reports, including Intuit's plans to phase out the classic reports and transition everyone to the new modernized reports by mid-2024. They highlight some of the key problems and missing features with the new reports while also praising some of the new capabilities,…

1
New "Little Things" in QBO 31:56

11M ago31:56

31:56

Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also cover some newly added features in Hector's RightTool app. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (…

1
The Top 10 QB Connect 2023 Announcements 44:13

11M ago44:13

44:13

Hector and Alicia recap top announcements from Intuit's QuickBooks Connect Conference, including a redesigned ProAdvisor program, true payroll job costing, custom KPI reporting, and a partnership with Allstate for business insurance. They discuss how these new capabilities and Intuit's messaging show a commitment to strengthening their partnership …

1
RIP QuickBooks Desktop in 2024? 57:34

11M ago57:34

57:34

Hector and Alicia react to Intuit's bombshell announcement that QuickBooks will end new subscriptions for QuickBooks Desktop Pro, Premier, and Mac after July 31, 2024 - marking the beginning of the end for the desktop software. They discuss implications for accountants and small businesses, Intuit's motivations to move users to QuickBooks Online, t…

1
The "Reimagined" ProAdvisor Program 43:01

11M ago43:01

43:01

Hector and Alicia unpack Intuit's overhaul of their ProAdvisor program, including an updated point system, new status tiers and benefits, and how the changes intend to add more rigor and meaning to becoming a certified ProAdvisor. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/o…

1
Becoming a QuickBooks Expert 33:34

11M ago33:34

33:34

You know the basics of QuickBooks, but are you ready to take your skills to the next level? In this episode, Hector and Alicia discuss the key steps for going from QuickBooks beginner to pro, including getting certified, hands-on practice, utilizing online resources, and finding a mentor. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.co…

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Alicia Katz Pollock Podcaster

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