Unofficial QuickBooks Accountants Podcast

By Alicia Katz Pollock, MATNews Technology Business News

Unofficial QuickBooks Accountants Podcast episodes

October 22Bank Feed Secrets with Kathy Grosskurth
Alicia and Kathy Grosskurth of Bookkeeping Clean and Simple, two self-described bank feed geeks, walk through the revamped QuickBooks Online bank feed and the controls that let accountants decide how much to trust the AI. They cover the green, blue, and orange review signals, draggable columns, drag-and-drop attachments, grouping and sorting for large cleanups, new keyboard shortcuts, and automatic transfer pairing. They also dig into the new policy reviews and accounting settings, where each client’s required fields, review thresholds, and capitalization rules can be set.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix

(00:00) - Welcome and Introductions
(00:53) - Why Bank Feeds Matter
(01:52) - AI Reset and Retraining
(04:27) - Review Signals Explained
(07:43) - Categorization History Tricks
(08:45) - Customize the Banking Grid
(12:21) - Attach Receipts Fast
(15:07) - More Baby Gear Settings
(18:06) - Warnings and Best Practices
(21:12) - Batching With Group and Sort
(23:35) - Posted Tab Auto Matching
(25:54) - Keyboard Shortcuts and Focus Mode
(28:08) - Account Switcher and Reorder
(34:08) - Transfer Pair Matching
(35:30) - Policy Reviews and AI Controls
(41:29) - Guest and Host Updates
(43:51) - Wrap Up and How to Engage

LINKS
Alicia’s Bank Feeds Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
Find us at Intuit Connect in Booth 60!
Connect with Kathy Grosskurth:
Email: [email protected]
Website: https://www.bookkeepingcleanandsimple.com
YouTube: https://www.youtube.com/c/KathyGrosskurth/?sub_confirmation=1
Schedule an Initial Discovery Phone Call: https://calendly.com/kathygrosskurth/freeconsult
We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
45 min
October 21 Royalwise Will Be at Intuit Connect!
Come find Royalwise in the Expo Hall at booth 60 at Intuit Connect!

We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

3 min
October 15An Abundance Mindset with Michelle Weinstein
With the economy and the profession in flux, Alicia welcomes Michelle Weinstein, founder of The Abundant Accountant, to explain how scarcity thinking leads accounting firm owners to discount, give away free advice, and take on the wrong clients. Michelle breaks down the difference between marketing and sales, why every prospect should be qualified and diagnosed before a meeting, how to price on the value of the problem rather than your hours, and how to build confidence to re-enroll existing clients at higher fees. She also ties it all back to exit strategy, showing how the same habits that raise profitability also raise the multiple a buyer will pay for your accounting firm.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix

(00:00) - Scarcity vs Abundance
(01:33) - Meet Michelle Weinstein
(02:52) - Words Shape Reality
(07:01) - Stop Undervaluing Work
(11:35) - Marketing vs Sales
(14:01) - Qualification and Diagnostics
(19:21) - Value Based Pricing
(24:48) - Raise Fees Confidently
(31:06) - Build for Acquisition
(35:27) - Wrap Up and Next Steps
(36:53) - Whats Going On
(38:11) - Events and Closing
LINKS

We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
41 min
October 08Look What I Found! Fall 2026
Alicia is joined by Margie Remmers-Davis to round up the small QuickBooks Online changes they spotted between July and September, from the new jurisdiction-based sales tax report and the rare midyear IRS mileage rate increase to 76 cents, to QuickBooks Payroll becoming QuickBooks Workforce with a dedicated time off center and certified payroll reports. They also dig into bank feed posting policies and capitalization thresholds, the early-stage Customer Hub CRM, the AI-generated review summary, bulk chart of accounts cleanup, and new bill pay remittance and Vendor Direct options.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix

(00:00) - Welcome and Format
(02:20) - New Sales Tax Report
(03:53) - Mileage Rate Update
(05:08) - Intuit Experts Tweaks
(06:45) - Workforce Payroll Settings
(10:42) - Bank Feeds Controls
(13:31) - Posting Policies and AI
(18:49) - ProAdvisor Tax Exemptions
(19:29) - Undo Reconciliations Safely
(23:49) - Customer Hub and CRM
(27:10) - Intuit Spreading Too Thin
(28:15) - When Built In CRM Helps
(30:22) - New Customer Relationship Fields
(33:34) - Customize QBO Interface
(37:19) - Advanced Search Filters
(39:06) - AI Review Summary Report
(43:00) - Chart Of Accounts Cleanup
(45:56) - Vendor Direct Explained
(48:09) - Community Links And CPE
(49:12) - New Nonprofit Course Launch
(51:55) - Intuit Connect And Wrap Up
LINKS
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
AI in QBO: http://royl.ws/AI?affiliate=5393907
Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
Margies nonprofit class!
https://goakadian.com/nonprofits

We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
54 min
October 01Now You Know: In the Know Recap September 2026
Alicia and Matthew "Spot" Fulton recap Intuit's September In the Know, where most of the session focused on the ProPartner Accountants program that replaces ProAdvisor in early 2027. They break down the five tiers, how points are earned, the new three-year revenue share, which certifications never need renewing, and why the timing of your first certification matters this fall. They also cover delegated onboarding for QuickBooks Payments and Bill Pay, plus the new tax return dashboards for ProConnect Tax users in Intuit Accountant Suite Accelerate.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp

(00:00) - Welcome and Format
(01:53) - How In the Know Works
(02:39) - Community News and Events
(05:14) - ProPartner Program Overview
(06:55) - IAS Benefits and Support
(13:42) - Revenue Share and Referrals
(18:32) - Tiers Points and Certifications
(31:14) - Delegated Bill Pay Onboarding
(38:11) - ProConnect Tax Planning Insights
(45:24) - Whats Around the Corner
(46:04) - Alicias Upcoming Classes
(49:06) - Wrap Up and Thanks
LINKS
Handout: https://staticassets.public-pr50.goldcast.io/event/6c8877ca-5f12-409a-808e-1df07754fc97/resources/1qXVtA2Sd7fNo6qGpV3A_September2026_ProAdvisor_InTheKnow_Handout.pdf
Enabling Client Tax Insights in IAS: https://quickbooks.intuit.com/learn-support/en-us/help-article/tax-planning/enabling-accessing-client-tax-insights-intuit/L7f57S24k_US_en_US
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907
QB Time Course: http://royl.ws/qbtime?affiliate=5393907

We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
51 min
September 24Go High, Go Low: Intuit’s Q4 Earnings Report
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot

(00:00) - Follow the Money Setup
(01:32) - Q4 Scoreboard and Guidance
(02:47) - Customer Growth Slowing
(03:22) - QuickBooks Free and Lite
(05:11) - Moving Upmarket Fast
(06:30) - Accountants Drive Enterprise
(07:38) - Accountant Suite and Advisory
(08:45) - AI Native and Oversight
(10:16) - Money at the Center
(11:34) - Desktop and Mailchimp Watch
(13:17) - Next Four Quarters Checklist
(15:07) - Three Practical Actions
(16:15) - Closing and Royalwise Updates
LINKS
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
AI in QBO: http://royl.ws/AI?affiliate=5393907
Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
19 min
September 17IES Updates with Hector Garcia
Alicia and Hector Garcia catch up on a full year of Intuit Enterprise Suite development, covering multi-entity consolidation with automatic eliminations, dimensions that now span every transaction (including a new AI dimension backfill for historical data), and construction features like WIP reporting, negative change orders, and AIA-style billing that now surpass QuickBooks Desktop Enterprise. They also dig into what's coming next for manufacturing and inventory, including multiple units of measure, and run through the IES features that have already trickled down into QBO Advanced, like cost groups, project phases, and proposals.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick

(00:00) - Welcome and Setup
(02:55) - What Is Enterprise Suite
(08:11) - Pricing and User Limits
(10:14) - Dimensions Deep Dive
(11:26) - Multi Entity Consolidation
(12:45) - Eliminations and Automation
(16:59) - Chart of Accouants Control
(19:28) - Construction Feature Leap
(20:32) - WIP and Change Orders
(21:33) - Permissions and Project KPIs
(23:57) - AI Budget Imports
(25:38) - AIA Billing and Roadmap
(27:22) - Inventory and Manufacturing Push
(31:45) - Nonprofit Future Plans
(34:42) - August Dimension Updates
(35:51) - AI Dimension Backfill
(37:56) - Features Coming Downstream
(38:24) - Cost Groups in Advanced
(41:37) - Project Phases Pros Cons
(43:59) - Proposals and E Signatures
(45:58) - Calculated Fields and Orders
(47:39) - Item Receipts Workflow
(50:48) - Wrap Up and Next Recap
(53:57) - Final Thoughts and Farewell
LINKS
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
AI in QBO: http://royl.ws/AI?affiliate=5393907
Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
Come to Miami in November! Events.reframeaccounting.com
Check out Hector’s RightTool: www.righttool.app

We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
56 min
September 10Pilot, Not Autopilot
Alicia sits down with Jessica McKellar, CEO and founder of Pilot, to unpack Meridian, the AI accounting platform built over a decade and stress-tested across thousands of month-end closes before its public launch this year. Jessica walks through how it handles reconciliations, supporting schedules, and firm-specific policies natively, executes both recurring close checklists and ad hoc requests like revenue restatements, and why she thinks the shift will let accountants spend less time on mechanical work and more on judgment and advisory, changing how firms and individual accountants get paid in the process.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot

(00:00) - Welcome and Guest Intro
(00:43) - Pilot Mission and Origins
(03:49) - Meridian Explained
(05:30) - Who Meridian Is For
(08:35) - Purpose Built Close Engine
(09:57) - Reconciliations and Controls
(16:01) - Iron Man Suit for Accountants
(19:00) - Setup and Daily Workflow
(22:49) - Data Feeds and Integrations
(25:02) - Stripe Rev Rec and Ecommerce
(27:33) - Autonomous Close and Review
(34:40) - Modules and Ad Hoc Tasks
(40:21) - Economics and Industry Impact
(42:35) - How to Learn More
(44:16) - Whats Going On in Your World
(47:43) - Wrap Up and Farewell
LINKS
AI in QBO: http://royl.ws/AI?affiliate=5393907
Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907

We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
49 min
September 033rd Anniversary Celebration with Hector Garcia
For UNQBA's third anniversary, Alicia welcomes back the podcast's original co-host, Hector Garcia, to look at how the industry has shifted since they started, from the rise of AI-native ledger alternatives like Xero, Digits, and Puzzle to Intuit's course correction on QuickBooks Live and Intuit Experts after accountant backlash. They dig into what "nail the basics" actually means inside Intuit, why the human relationship in accounting still matters even as AI handles more of the busywork, and what they're each watching for out of Intuit Connect and the 2027 rollout of Intuit Accountant Suite.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick

(00:00) - Anniversary Kickoff
(02:03) - Industry Shifts and New Rivals
(03:38) - AI First Accounting Platforms
(08:04) - Spite Switching and Multi Ledger
(10:36) - QuickBooks Live Backlash
(14:23) - Repositioning Experts and Value
(19:59) - Markets Are Conversations
(25:38) - Training and ProPartner Future
(29:48) - Accountants Split on AI
(36:47) - Human Value in an AI World
(41:10) - Hector Updates Right Tool Reframe
(45:51) - Alicia Courses and QBO Deep Dives
(48:47) - Wrap Up and Next Episode
LINKS

Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
AI in QBO: http://royl.ws/AI?affiliate=5393907
Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
Come to Miami in Novemeber! Events.reframeaccounting.com
Check out Hector’s RightTool: www.righttool.app

We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
50 min
August 27Now You Know: In The Know August 2026 Recap
Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot

(00:00) - Welcome and Updates
(01:12) - What Is In the Know
(03:34) - CPE and How to Watch
(04:19) - ProAdvisor News and Webinars
(06:33) - Intuit Connect and Workforce Updates
(09:21) - Enterprise Suite Polls and Wishlist
(13:47) - IES Intercompany Automation
(18:40) - Dimensions and Reporting Upgrades
(21:44) - Early Access and Beta Features
(23:36) - Sales Tax Reports Overhaul
(29:32) - New Sales Tax Reports
(31:58) - Drilldowns and Custom Views
(33:53) - Whats Coming Next
(35:52) - Automated Tax Filing Notes
(36:11) - Construction Project Phases
(38:55) - AIA Billing Workflow
(40:55) - Change Orders Upgrade
(44:02) - Playbooks in IAS
(47:28) - Client Setup Templates
(49:57) - Rollout Questions and Pricing
(53:18) - Resources and Toolkit
(54:26) - Hosts Updates and Wrap
LINKS
Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:
AI in QBO: http://royl.ws/AI?affiliate=5393907
Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907

We want to hear from you!
Send your questions and comments to us at [email protected].
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
58 min

About Unofficial QuickBooks Accountants Podcast

From the publisher's feed

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…