Unofficial QuickBooks Accountants Podcast

In a special crossover episode with the Unofficial QuickBooks Accountants Podcast, Nancy and Questian are joined by Alicia Katz Pollock to dig into why so many technically skilled bookkeepers struggle to charge what they're worth — and what it takes to bridge the gap between expertise and authority. Alicia gets candid about her own discomfort with pricing, using a real business pivot as a window into the self-doubt that holds back even the most accomplished practitioners.Sponsors:Fishbowl  - http://uqb.promo/fishbowl(00:00) - Crossover Welcome (00:44) - Meet the Hosts (03:10) - Why Bookkeepers Undervalue (03:51) - Alicia’s Wake Up Call (08:11) - Brenda Success Story (12:04) - Losing Trained Talent (17:35) - Scaling the Incubator (22:42) - Pricing and Training Model (27:06) - Hiring Employees Reality (29:18) - Building Full Program Stack (30:05) - Building Support Systems (31:12) - Pricing the Incubator (34:09) - Perks and Discounts (34:52) - Scholarships and Payment Plans (36:00) - Charging What Youre Worth (40:16) - Pilot Program Uncertainty (42:03) - Scaling for an Exit (44:04) - Owning Authority (46:29) - Experts Mantra Shift (54:43) - Do It Anyway (57:11) - Wrap Up and Takeaways LINKSA Bookkeeper’s Guide To Annual Reviews | The Dancing Accountant Royalwise OWLS (On-demand Web-based Learning Solutions)The OWLS Incubator ProgramREFRAME 2026 - Event Ticket Purchase Portal Theatre of Public Speaking - Fall 2026 Cohort Accounting Discussion Forum: Bookkeepers, CPAs, EAs | Roundtable Labs Mariette Martinez | LinkedIn The Four Conversations: A New Model for Selling Expertise by Blair Enns | Goodreads BDO Alliance USA: CPA, BRN and More | BDO SheCounts - DoubleAlicia’s Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at [email protected] 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 podcasthttps://www.earmark.app/onboarding 

QuickBooks Online is retiring Classic Reports on May 22nd, and Hector Garcia is back to make sure Intuit is listening. He crowd-sourced a massive feedback thread from the accounting community and walks Alicia through what's still broken in Modern Reports — from PDF formatting and Excel export issues to drill-down behavior, column sorting, and features gated behind the Advanced SKU. Both hosts are rooting for Modern Reports to succeed, and this episode is their detailed, direct message to Intuit on what needs to get done before the deadline hits.Sponsors:Fishbowl  - http://uqb.promo/fishbowl(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:31) - Classic reports sunset (02:18) - Community feedback roundup (04:41) - Canny board and priorities (06:17) - PDF header order debate (09:54) - Shading and subtotal lines (14:46) - Advanced only report features (20:56) - Comparative columns control (22:34) - Excel export pain points (26:46) - Big data export limits (30:01) - UI UX drilldown quirks (34:42) - Bookmarking report URLs (37:02) - Fonts zoom and columns (39:09) - Scrolling and laptop reality (41:17) - Better Monitor Setup (41:59) - Default Columns Chaos (44:11) - Drilldown Workflow Fixes (48:29) - Missing Report Toggles (50:08) - Sorting and Grouping Bugs (54:01) - Reports We Still Need (56:24) - Transaction Totals Polarity (58:34) - May 22 Survival Plan (01:07:53) - Right Tool and Enterprise Suite (01:09:31) - Reframe Event and AI Reality (01:13:30) - Dates and Practical Takeaways (01:14:57) - Wrap Up and Next Steps LINKS4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907Hector's RightTool.app best add-on for QuickBooks Online via a Chrome Extension, designed by Hector Garcia(Use code ROYALWISE for a discount when you upgrade to PRO)ReframeAccounting.com REFRAME 2026: Innovate Advisory (IA); flipping the AI narrative… join us in November 5-7, 2026 in Miami for the best event you will ever attendWe want to hear from you!Send your questions and comments to us at [email protected] 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 podcasthttps://www.earmark.app/onboarding 

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 Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickQBOPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

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.SponsorsWurthy - 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 LINKSAlicia’s Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907We want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickQBOPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

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.SponsorsWurthy - 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 LINKSAlicia’s Upcoming ClassesBudgeting in QBO: http://royl.ws/budgeting?affiliate=5393907Dan’s LinksS of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Schoolofbookkeeping YouTube: https://snip.ly/SOBYTBlog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at [email protected] 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 podcasthttps://www.earmark.app/onboarding