Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered re...
Jul 10, 2025•45 min•Ep. 98
Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactl...
Jul 03, 2025•54 min•Ep. 97
QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall. Sponsors (00:00) - Welcome to The Unoff...
Jun 26, 2025•41 min•Ep. 96
Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a ...
Jun 19, 2025•47 min•Ep. 95
Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences d...
Jun 12, 2025•38 min•Ep. 94
Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and...
Jun 05, 2025•23 min•Ep. 93
Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pricing models to the future of third-party integrations, explaining why smaller developers may struggle while larger companies like Bill.com and Avalara...
May 29, 2025•46 min•Ep. 92
Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations. Sponsors Hum...
May 22, 2025•25 min•Ep. 91
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. Spons...
May 15, 2025•53 min•Ep. 90
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 director...
May 08, 2025•37 min•Ep. 89
Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84
May 08, 2025•7 min
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 Human at Scale - https...
May 01, 2025•1 hr 4 min•Ep. 88
Alicia and Margie explore recent changes the found to QuickBooks Online, including the new Tap to Pay feature, sales tax payment capabilities, and enhanced migration limits for desktop to online conversion. They discuss interface updates like the modern balance sheet view and new receive payments screen, while sharing useful features that have been available but often overlooked. Sponsors (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:24) - New Features in QuickBooks (05:...
Apr 24, 2025•44 min•Ep. 87
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 m...
Apr 17, 2025•1 hr 13 min•Ep. 86
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 env...
Apr 10, 2025•49 min•Ep. 85
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 maintaini...
Apr 03, 2025•45 min•Ep. 84
Alicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integrations with over a thousand apps. Sponsors Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF) Settle - https://uqb....
Mar 28, 2025•41 min•Ep. 83
Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories to new banking feed enhancements and reporting features, they highlight both permanent updates and experimental features that appeared briefly. Sponsors Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF) Settle - https://uqb.promo/settle TeamUp - https://uqb.promo/teamup (00:00) - Welcome to The ...
Mar 20, 2025•49 min•Ep. 82
Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account ma...
Mar 13, 2025•50 min•Ep. 81
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...
Mar 06, 2025•1 hr 8 min•Ep. 80
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) unoffi...
Mar 03, 2025•4 min
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 ...
Feb 27, 2025•41 min•Ep. 79
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. S...
Feb 20, 2025•44 min•Ep. 78
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 t...
Feb 13, 2025•52 min•Ep. 77
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 Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 ...
Feb 06, 2025•32 min•Ep. 76
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...
Jan 30, 2025•1 hr•Ep. 75
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 TeamUp - https://uqb.promo/teamup (00:00) - Welcome to The Unofficial QuickBooks Accountants ...
Jan 23, 2025•1 hr 7 min•Ep. 74
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 DeLon...
Jan 22, 2025•13 min
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...
Jan 16, 2025•1 hr 1 min•Ep. 73
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 TeamUp - https://uqb.promo/teamup (00:00) - Welcome to The Unoffic...
Jan 09, 2025•41 min•Ep. 72
