Unofficial QuickBooks Accountants Podcast

De: Alicia Katz Pollock MAT
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  • Resumen

  • 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.
    @ 2025 Earmark Media LLC
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Política y Gobierno
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Episodios
  • Navigating Your Intuit Account: The Ultimate Guide

    Navigating Your Intuit Account: The Ultimate Guide
    Mar 13 2025

    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 management etiquette when transitioning between bookkeepers.

    Sponsors
    Settle - https://uqb.promo/settle



    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (02:26) - Managing Your Intuit Account: Getting Started
    • (06:25) - Sign-In and Security Features
    • (13:27) - Profile and Business Information
    • (15:40) - Data and Privacy Controls
    • (18:47) - Products, Billing, and Payment Methods
    • (21:08) - Document Management in QuickBooks
    • (23:52) - Navigating Intuit Accounts
    • (28:57) - QuickBooks Payments Portal Insights
    • (31:43) - Ensuring Access and Security in QuickBooks
    • (35:40) - Understanding the Role of Primary Admin
    • (43:43) - Wrap Up and What's Coming Up
    • (44:27) - Upcoming Classes and Final Thoughts

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

    Alicia’s Upcoming Classes:
    • QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
    • Reconciling in QBO on March 18: http://royl.ws/Reconciling-In-QBO

    Dan’s Links:
    Dan’s Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins

    QB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins

    https://www.schoolofbookkeeping.com/

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

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
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    49 m
  • Everything You Need to Know About Modern Invoices

    Everything You Need to Know About Modern Invoices
    Mar 6 2025

    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) unofficialquickbookspodcast@gmail.com

    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-business
    • QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking

    Dan’s Upcoming Events:

    • QB Power Hour - Bridging the Apps - Using Zapier to connect the missing links in integrated apps - 3/4/25 Noon EST
    • Workshop Wednesdays - 1PM EST - Check the website for weekly topics
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    1 h y 7 m
  • Emergency for Shopify PayPal integrations!

    Emergency for Shopify PayPal integrations!
    Mar 3 2025

    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) unofficialquickbookspodcast@gmail.com

    https://royalwise.com/

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

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