Couverture de Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

De : 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 Politique et gouvernement
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    Épisodes
    • Year-End QBO Cleanup

      Year-End QBO Cleanup
      Jan 29 2026

      Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.

      Sponsors


      • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
      • (00:25) - Year-End Cleanup for Tax Time
      • (02:30) - Importance of Accurate Bookkeeping
      • (04:32) - QuickBooks Tools for Cleanup
      • (14:49) - Reconciling Accounts Properly
      • (18:19) - Categorizing Transactions Correctly
      • (20:51) - Adjusting Inventory and Equity
      • (24:42) - Analyzing Reports for Anomalies
      • (26:03) - Conclusion and Class Promotion

      Alicia’s current classes:

      • 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
      • QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
      • Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
      • Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
      • Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907


      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

      Afficher plus Afficher moins
      29 min
    • The Canny Can-Can

      The Canny Can-Can
      Jan 22 2026

      Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.

      Sponsors
      UNC - https://uqb.promo/unc


      • (00:00) - Introduction and Hosts
      • (00:36) - Importance of Feedback
      • (01:24) - History of QuickBooks Feedback Systems
      • (02:01) - Current Feedback Methods
      • (03:04) - Feedback Processing and Action
      • (04:43) - Using Loom for Feedback
      • (06:36) - Introduction to Canny Boards
      • (10:14) - Navigating the Canny Boards
      • (17:59) - Submitting Effective Feedback
      • (19:13) - Encouragement to Use Canny Boards
      • (21:51) - Upcoming Events and Classes
      • (25:52) - Conclusion and Final Thoughts

      LINKS

      Check out Canny at intuit.canny.io

      Alicia’s current classes:

      • 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
      • QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
      • Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
      • Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
      • Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

      Margie’s Free Class Friday:
      www.akadian.com/lockerroom


      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


      Afficher plus Afficher moins
      27 min
    • 1099 Reasons to Love January

      1099 Reasons to Love January
      Jan 15 2026

      Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.

      Sponsors
      UNC - https://uqb.promo/unc


      • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
      • (00:19) - Diving into 1099 Forms
      • (01:53) - Understanding 1099 Compliance
      • (04:43) - Different Types of 1099 Forms
      • (06:46) - QuickBooks and 1099 Management
      • (07:25) - W-9 Forms and Common Mistakes
      • (09:54) - Independent Contractors vs. Employees
      • (13:34) - Who Needs a 1099?
      • (17:56) - Payment Methods and 1099 Exemptions
      • (22:59) - Using QuickBooks for 1099 Filing
      • (29:24) - Filing and Correcting 1099s
      • (41:33) - Conclusion and Additional Resources

      Alicia's Current Classes

      • 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
      • QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
      • Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
      • Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
      • Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907


      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

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      45 min
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