Unofficial QuickBooks Accountants Podcast copertina

Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

Di: Alicia Katz Pollock MAT
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A proposito di questo titolo

 Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests 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 Politica e governo
Episodi
  • Coming Soon to a QBO Near Your (with Kirsten Thulborn)

    Coming Soon to a QBO Near Your (with Kirsten Thulborn)
    Apr 23 2026

    Intuit Group Design Manager Kirsten Thulborn returns for a second conversation with Alicia to walk through the latest QuickBooks features built specifically with accounting professionals in mind — from payee warnings and drag-and-drop attachments in the bank feed to inline sub-account creation in the chart of accounts. The episode also covers a pair of features coming soon: account locking for tighter client controls and a stoplight-style AI confidence indicator designed to help bookkeepers move through transactions faster. Kirsten also shares how ProAdvisors can submit feedback directly to her team to help shape what gets built next.

    Sponsors:
    Fishbowl - http://uqb.promo/fishbowl


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (01:10) - Why Updates Matter
    • (02:11) - Bank Feed Payee Warnings
    • (03:48) - Hide Match Toggle
    • (07:17) - Faster Attachments
    • (08:17) - Reconnect Bank Accounts
    • (10:22) - Client Collaboration Chat
    • (12:32) - Chart Subaccounts Inline
    • (14:21) - Coming Soon Account Locking
    • (16:46) - AI Confidence Stoplight
    • (19:38) - Intuit Intelligence For Accounting
    • (21:05) - Send Feedback And Wrap Up

    Alicia’s Upcoming Classes

    • 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907
    • 5/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=5393907
    • 5/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=5393907
    • 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
    • 6/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=5393907
    • 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907


    We want to hear from you!

    Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

    Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

    Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickQBOPodcast?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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    26 min
  • User Experience with a Capital YOU: Kirsten Thulborn

    User Experience with a Capital YOU: Kirsten Thulborn
    Apr 16 2026

    Alicia sits down with Kirsten Thulborn, Group Design Manager at Intuit, for a rare look at how QuickBooks' user interface actually gets built — from the research behind terminology changes like "post" replacing "add," to why some friction in the UI is intentional. Kirsten pulls back the curtain on how her team balances the needs of power users (accountants and bookkeepers) with small business owners who just want to send an invoice, and what she'd redesign from scratch if she could. Plus: why UI changes feel so disruptive, the technology adoption curve, and the story behind the QuickBooks feature you've probably never noticed.

    Sponsors
    Wurthy - https://uqb.promo/wurthy


    • (00:00) - Meet Kirsten From Intuit
    • (02:41) - Her Role And Products
    • (03:38) - Career Path At QuickBooks
    • (10:18) - Designing For Power Users
    • (11:52) - Sharing New Features Better
    • (18:05) - Where Feedback Goes
    • (21:06) - Writing Great Feedback
    • (24:08) - Balancing Beginners And Pros
    • (26:34) - Business View War Story
    • (28:51) - Designing Shared Interfaces
    • (29:25) - Why We Say Post
    • (31:39) - Testing UI Changes
    • (35:55) - Why Updates Feel Emotional
    • (39:08) - AI and Future Workflows
    • (43:04) - AI Adoption Curve Explained
    • (48:26) - Redesigning Setup Onboarding
    • (51:43) - A Customer Delight Moment
    • (53:25) - Closing Thanks and Signoff

    LINKS

    Alicia’s Upcoming Classes

    • 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907


    We want to hear from you!

    Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

    Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

    Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickQBOPodcast?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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    57 min
  • PSA: Item Receipts in QBO Inventory

    PSA: Item Receipts in QBO Inventory
    Apr 9 2026

    QuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you.

    Sponsors
    Wurthy - https://uqb.promo/wurthy


    • (00:00) - Intro to Item Receipts
    • (01:25) - Desktop Origins Explained
    • (02:33) - PO Workflow and Missing Step
    • (04:05) - Date Problems and Enhanced Receiving
    • (06:06) - Inventory Offset Holding Account
    • (09:12) - Turning It On in QBO
    • (09:44) - Irreversible Setting and Backups
    • (11:32) - Testing Before You Commit
    • (12:07) - Bills Without Item Receipts Pitfall
    • (15:43) - Workflow Tips and Reporting Soapbox
    • (18:31) - Who Should Enable This
    • (19:52) - Inventory Roadmap and Wrap Up
    • (21:06) - Announcements and Final Thanks

    LINKS

    Alicia’s Upcoming Classes

    • Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907

    Dan’s Links

    • S of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
    • Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
    • Blog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
    • Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday


    We want to hear from you!

    Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

    Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

    Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?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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    26 min
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