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Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

By: Alicia Katz Pollock MAT
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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 Politics & Government
Episodes
  • Insecurity about Security
    Aug 21 2025

    Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.

    Sponsors
    Digits - https://uqb.promo/digits


    • (00:00) - Welcome to The Unofficial Accountants Podcast
    • (02:09) - The Importance of Security for Accountants
    • (02:51) - Common Security Issues in QuickBooks
    • (05:34) - Understanding Passkeys and Their Benefits
    • (10:57) - Real-World Examples and Horror Stories
    • (27:18) - Best Practices for Account Security
    • (32:53) - The Dangers of Sharing Personal Information Online
    • (33:19) - The Importance of Two-Factor Authentication
    • (33:49) - Benefits of Using Password Managers
    • (35:02) - Real-Life Hacking Scenarios and Solutions
    • (41:10) - Recognizing and Avoiding Email Scams
    • (45:24) - QuickBooks Security Features and Concerns
    • (49:57) - Intuit's New Feedback System for Banking Feeds
    • (53:24) - What’s Going on in Our World

    Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632

    Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins

    Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys

    Intuit’s Security page: https://security.intuit.com/

    Got a fake email from “Intooit”? Forward it to fraud@intuit.com


    Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907


    Jamie Pollock’s course, “Don’t Get Scammed: Jamie’s Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907


    Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365


    Intuit’s Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FB


    March 13 episode: deep dive into your Intuit Account including logins: uqb.show/83


    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

    Show More Show Less
    1 hr and 2 mins
  • Intuit Enterprise Suite Updates | Summer 2025
    Aug 15 2025

    Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.

    Sponsors
    Digits - https://uqb.promo/digits


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (01:38) - Hector's Recent Adventures
    • (04:05) - The Evolution of Pricing in Accounting
    • (05:58) - Intuit Enterprise Suite: Compliment Sandwich
    • (07:08) - Feedback on Intuit Enterprise Suite
    • (13:11) - Challenges with QuickBooks Online
    • (19:20) - New Features in Intuit Enterprise Suite
    • (25:29) - Multi-Entity Management in IES
    • (39:22) - Navigating Multi-Entity Chart of Accounts
    • (41:53) - Expense Allocation Enhancements
    • (47:30) - Intercompany Sales and Transactions
    • (56:13) - AI-Powered Cash Flow Forecasting
    • (01:00:22) - A Few More New Features
    • (01:07:27) - Milestones
    • (01:13:30) - Upcoming Training and Events

    Alicia’s upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907

    Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907

    Hector's App RightTool: https://righttool.app/
    Hector's Reframe Conference: https://www.reframeaccounting.com/

    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

    Show More Show Less
    1 hr and 18 mins
  • Better Security, Smarter Estimates, and Retroactive Payroll
    Aug 7 2025

    Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.

    Sponsors
    Digits - https://uqb.promo/digits

    https://www.firmofthefuture.com/product-update/july-2025-mpu/


    Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm

    3 CPE, intermediate-level class

    Register at http://royl.ws/restaurants?affiliate=5393907


    Resources

    LinkedIn Group: https://www.linkedin.com/groups/14630719/

    YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

    Email: unofficialquickbookspodcast@gmail.com

    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (02:07) - Enhancements in QuickBooks Bill Pay
    • (03:54) - Streamlined Workflow for Estimates and Deposits
    • (07:42) - QuickBooks Online Payroll Improvements
    • (10:56) - QuickBooks Live Expert Assist and Priority Service
    • (12:41) - Special Announcement: Restaurant Accounting Course
    • (14:23) - Conclusion and Closing Remarks
    Show More Show Less
    17 mins
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