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

• 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

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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

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

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/

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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

Links for this episode:

• https://www.firmofthefuture.com/
• QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive
• QB PowerHour: https://www.qbpowerhour.com/
• QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
• QBO Payroll: http://royl.ws/QBO-Payroll
• QuickBooks Time: http://royl.ws/qbtime
• Payroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfection
• https://youtube.com/parkwayinc

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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

Links for this episode:

• Intuit Stockholder Presentation
• Intuit Webcast Link
• Parkway’s QuickBooks Online Payroll Tutorial: https://swiy.co/uqap227
• QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive
• QB PowerHour: https://www.qbpowerhour.com/
• QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
• QBO Payroll: http://royl.ws/QBO-Payroll
• QuickBooks Time: http://royl.ws/qbtime
• Payroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfection
• https://youtube.com/parkwayinc

Sign 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

Links/Apps Mentioned in this episode:

• Year-end Cleanup and Tax Prep: http://royl.ws/yearend
• Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
• 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
• https://5mbAcademy.com
• https://5MinuteBookkeeping.com
• https://5MBvideo.com
• https://mavency.com/

Sign up to Earmark to earn free CPE for listening to this podcast
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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

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-004242

Alicia’s classes:

• Year-end Cleanup and Tax Prep: http://royl.ws/yearend
• Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
• Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business

Sign 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) unofficialquickbookspodcast@gmail.com

Links/Apps Mentioned in this episode:

• http://royl.ws/yearend
• http://royl.ws/QBO1099
• https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online
• https://royalwise.com/
• https://akadian.com/

Sign up to Earmark to earn free CPE for listening to this podcast
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