All Episodes
May 2025 QuickBooks Online Updates
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 ...
The 20 Things Bookkeepers Should Never Do (Wheel of Rants)
Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal adv...
Recertification Season
Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certi...
Tags Are Back! (I Told You So!)
Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84
Beta Tests Gone Wild
Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill p...
Look What We Found: April 2025
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 l...
Intuit Enterprise Suite Updates with Hector Garcia | April 2025
Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution acro...
Chart of Accounts (Wheel of Rants)
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 cha...
Playing Taps for Tags
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...
March 2025 QuickBooks Online Updates
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 ...
Look What We Found: March 2025
Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories ...
Navigating Your Intuit Account: The Ultimate Guide
Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to documen...
Everything You Need to Know About Modern Invoices
Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to cust...
Emergency for Shopify PayPal integrations!
Alicia reveals a critical issue affecting QuickBooks users who integrate Shopify and PayPal payments, which could result in significant duplicate revenue reporting. Sh...
February 2025 QuickBooks Updates
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 of...
Intuit’s Annual Investors Report
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 ...
Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)
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 a...
Now You Know: Intuit and QuickBooks January 2025 Updates
Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. ...
Look What We Found: January 2025
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 ...
Deep Dive: 1099 Wizard
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 20...
New Year New Lineup
Alicia announces exciting changes to the podcast format, introducing four new regular co-hosts who will each lead specialized segments covering QuickBooks news, produc...
Intuit Enterprise Suite Updates
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...
December Updates: Bill Pay Discounts, AI Features, and QuickBooks Live Changes
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'...
RIP Tags
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 ...
AI & 2025 Predictions
Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind...
QBO Wishlist for 2025
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...
Intuit Connect Floor Report
Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customi...
December 2024 QuickBooks Updates: Training, Tax Forms, and Task Management
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 requ...