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The QuickBooks Wizard

The QuickBooks Wizard

By: Automated Bookkeeping of Arizona LLC
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Confused by QuickBooks? You’re not alone. The QuickBooks Wizard mixes bookkeeping wisdom, real-life messes, and a touch of humor to help small business owners get clarity and confidence in their numbers.

© 2025 The QuickBooks Wizard
Economics Leadership Management & Leadership
Episodes
  • Episode 5 – The Miscellaneous Monster: Taming QuickBooks’ Junk Drawer
    Sep 26 2025

    Do you have a “Miscellaneous” account in QuickBooks that just keeps growing?
    In this episode of the QuickBooks Wizard Podcast, Brian introduces the shapeshifting monster who loves to hide your transactions — Miscellaneous.

    We’ll uncover:

    Why the Miscellaneous account exists (and when it’s okay to use)

    How it quietly distorts your reports and hides the truth about your spending

    Real-world cleanup stories from restaurants, contractors, and e-commerce stores

    Practical steps to keep your books clear so you can make confident decisions

    This monster feeds on confusion — but today, you’ll learn how to starve it.

    🎧 Watch on YouTube or listen wherever you get your podcasts.
    For more help, visit AutomatedBookkeepingAZ.com


    or check out our community at SurvivingQuickBooks.com
    .

    ✨ Ready to take your books from chaos to clarity? Learn how ABA can help at AutomatedBookkeepingAZ.com/clarity

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    29 mins
  • Episode 4 - The Monster With Two Faces - Cash Versus Accrual
    Sep 18 2025

    Episode 4 – The Monster With Two Faces: Cash vs. Accrual

    When your QuickBooks reports don’t match, it can feel like a monster is hiding in your books. In this episode of the QuickBooks Wizard Podcast, Brian Cogan introduces Accruelia, the Monster with Two Faces — cash vs. accrual — and shows how she confuses business owners who don’t know which face they’re looking at.

    Through stories, teaching, and a tale from the village of Goldenbrook, you’ll learn:

    • Why cash and accrual often tell different stories.
    • How to know which one answers your real question.
    • How understanding both faces restores balance to your business.

    👉 For more resources, visit SurvivingQuickBooks.com
    and explore our forums, membership, and Brian’s book.

    ✨ Ready to take your books from chaos to clarity? Learn how ABA can help at AutomatedBookkeepingAZ.com/clarity

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    27 mins
  • Episode 3 - Ask My Accountant: Stop Using It as a Shoebox
    Sep 12 2025

    Confused by QuickBooks’ “Ask My Accountant” account? You’re not alone.

    In Episode 3 of the QuickBooks Wizard Podcast, Brian Cogan exposes one of the sneakiest bookkeeping monsters in the ledger: the Ask My Accountant account.

    Too many business owners treat it like a digital shoebox — dumping mystery charges and telling themselves, “I’ll figure it out later.” The problem? Later never comes. And when tax season arrives, those missing details can cost you thousands in lost deductions and sleepless nights.

    In this episode, you’ll learn:

    • Why Ask My Accountant is not a permanent parking lot
    • The psychology of procrastination in bookkeeping
    • Real stories from business owners who lost (and saved) thousands
    • The 4-step routine to keep AMA clean: Snap, Categorize, Leave Notes, Review Weekly
    • How using AMA as a conversation tool with your bookkeeper can save you money and peace of mind

    You’ll also hear from the Wizard, who offers wisdom and a warning, and from AMA himself — the monster who thrives on your bookkeeping chaos.

    🎧 By the end, you’ll know exactly how to slay the Ask My Accountant monster and turn it from a junk drawer into a tool of clarity.

    👉 Grab resources for this episode at: www.automatedbookkeepingaz.com/clarity

    ✨ Ready to take your books from chaos to clarity? Learn how ABA can help at AutomatedBookkeepingAZ.com/clarity

    Show More Show Less
    23 mins
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