All Episodes
QBO New Features: March 2024
In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the trans...
Reorganizing Your Lists in QBO
In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locat...
Concierge QuickBooks Online Setup Service
In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients m...
Bank Feeds: The Good, the Bad, and the Wishlist
Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. ...
QBO New Features: February 2024
Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return...
What to do After Converting QuickBooks Desktop to Online
In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should t...
QuickBooks Desktop to Online Conversions (Part 2)
Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operati...
QuickBooks Desktop to Online Conversions (Part 1)
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss what does and doesn't convert when migrating from QuickBooks Desktop to Qui...
Forecasts in QBO Advanced
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. ...
What's New In QBO | January 2024
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss new QuickBooks Online features released in January 2024, including updates ...
How To Give QuickBooks Feedback
Is Intuit really listening? In this episode, Hector and Alicia pull back the curtain on how QuickBooks handles user feedback. Learn how to make your voice heard above ...
Filing 1099s in 2024
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss preparing 1099s in QuickBooks Online for the 2024 tax season. They cover th...
Look What We Found
Hector and Alicia highlight new features and updates in QuickBooks Online that they discovered in December 2023, such as enhancements to construction reporting, interf...
What is going on with QuickBooks Reports?
In this episode, Hector and Alicia discuss the upcoming changes to QuickBooks Online reports, including Intuit's plans to phase out the classic reports and transition ...
New "Little Things" in QBO
Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also c...
The Top 10 QB Connect 2023 Announcements
Hector and Alicia recap top announcements from Intuit's QuickBooks Connect Conference, including a redesigned ProAdvisor program, true payroll job costing, custom KPI ...
RIP QuickBooks Desktop in 2024?
Hector and Alicia react to Intuit's bombshell announcement that QuickBooks will end new subscriptions for QuickBooks Desktop Pro, Premier, and Mac after July 31, 2024 ...
The "Reimagined" ProAdvisor Program
Hector and Alicia unpack Intuit's overhaul of their ProAdvisor program, including an updated point system, new status tiers and benefits, and how the changes intend to...
Becoming a QuickBooks Expert
You know the basics of QuickBooks, but are you ready to take your skills to the next level? In this episode, Hector and Alicia discuss the key steps for going from Qui...
Listener Mail: Revenue Recognition & Uncategorized Expenses
Hector and Alicia answer your questions. From tracking expenses to their sources and properly categorizing transactions, utilizing automation, and using cost accountin...
BONUS: What is QuickBooks Ledger?
Hector and Alicia dig into all the details and speculation around Intuit's newest cloud accounting product QuickBooks Ledger. Is it an affordable option for write-up c...
QBO New Features October 2023
Alicia and Hector dive into several new features in QBO including easier payroll mapping, balance sheet budgeting, and using the cashflow planner. They also speculate ...
New Bill Pay in QuickBooks & 1099 Updates
Hector and Alicia dive into the details of Intuit's new QuickBooks Bill Pay feature, including the different subscription tiers, how it integrates with 1099 filing, an...
QuickBooks Online Introduces Chart of Accounts Templates
Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. T...
Intuit News October '23
In this episode, Hector and Alicia discuss recent Intuit news and developments in October 2023, including a new high school food truck program, changes to the QuickBoo...
QuickBooks Desktop 2024 New Features
On this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the new features released in QuickBooks Desktop 2024, including an enhanced...
QuickBooks Launches Assisted Bookkeeping & Other News
Alicia and Hector cover the latest QuickBooks news, including details on QuickBooks Connect 2023, the end of the Business Planner in Desktop, and a new Assisted Bookke...
"In The Know" Updates September 2023
Alicia and Hector cover the QuickBooks In The Know Webinar for September 2023. They discuss new developments for ProAdvisors in QBO, including the payments link for di...