All Episodes
Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over
Converting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how...
Now You Know: September 2025 QuickBooks Updates
Alicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access...
What’s a QSP and Why Should I Care?
QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel gu...
Customer Leads Hubba-Hubba
Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration tha...
Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface
Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strateg...
August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll
Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise ...
Insecurity about Security
Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores t...
Intuit Enterprise Suite Updates | Summer 2025
Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transpar...
Better Security, Smarter Estimates, and Retroactive Payroll
Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraud...
July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:
Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive...
100th Episode Special!
Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two ...
Journal Entries Have Unintended Consequences (Wheel of Rants)
Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of proper...
QBO’s New Error Detection AI Agent
Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's...
Interacting With QuickBooks Online's Platform Overhaul
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 in...
June 2025 QuickBooks Updates | Inventory, Square Integration, and What's Coming
QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square conn...
Look What We Found: June Edition - Interface Updates and Banking Feed Revolution
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...
Keeper + Anchor ≠ Kanchor
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 propo...
Beyond Invoices: Mastering QBO Payment Links
Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR ...
Going Ape for APIs (Breaking News with Hector Garcia)
Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs fo...
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...