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Unofficial QuickBooks Accountants Podcast

Hector Garcia, CPA & Alicia Katz Pollock, MAT

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Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia 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.
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Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Join Hector and Alicia as they explore QuickBooks Online's latest round of productivity enhancements for March 2024. Learn about the new 1099 correction functionality, batch payroll editing across employees, smarter bank feed transaction matching for payroll, and additional dashboard customization options. They also share insights on upcoming e-com…
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You can have the most in-depth business plan and create the best strategy for your business, but if you don’t take action, you’ll never reach the dreams you have for your business. You want to make sure you are taking the right actions in your business and staying consistent with your actions so that you create the momentum you need to propel your …
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the third episode of a new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular…
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In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the transformation of "Get Paid Upfront" into a line of credit offering, significant productivity enhancements to invoicing and navigation, and new integration partnerships with companies like…
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Having a clear business plan and strategy in place so that you know the direction you want your business to go is one step in the process of reaching your goals as a business owner. When you take these strategies and develop milestones for each of them, you will be crystal clear on your next steps to success. Creating your business milestones will …
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the second episode of a new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regula…
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In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aim…
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One of the biggest mistakes business owners make when they are starting their business is to mix their business and personal funds together. It may seem like this is the easiest and most straightforward way to manage their business finances, but in reality, it creates additional work and complexity for the business owner, which is a costly mistake.…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the first of a new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Masteri…
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In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing …
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Much of the success or failure of your business will depend on your business mindset. The process in which you think about things in your business forms your beliefs. When you believe that you will succeed, you will create actionable steps to bring those beliefs to reality. Everything that you think about has an impact on your business, so you want…
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Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexib…
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Your employees or independent contractor expenses are likely one of your highest expenses in your business and as a smart business owner, you want to make sure you are monitoring these expenses to ensure maximum efficiency. Over the last few years, your business may have had the need to shift to a more remote or virtual workforce. Many business own…
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Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return importing, and more. They also talk about upcoming changes to HR services and share what they are working on in their own businesses. Sponsors ClientHub- https://uqb.promo/clienthub …
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As a business owner, you are always looking for ways to save time in your business, but you want to make sure you are not cutting corners in one place and causing additional problems down the road. This holds true when you are doing your bookkeeping as well. I always tell my clients when they are setting up their bookkeeping systems to make sure th…
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In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over …
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When you think about how far you’ve come in your business, do you feel proud of yourself? Most business owners will answer this question by thinking not really or talking about where they need to go in their business as they dismiss the question so that they don’t feel like they are being annoying or overconfident with themselves. It is easy to com…
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Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They al…
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Obtaining credit for a business is critical so that they can borrow additional funds if needed. Establishing and building business credit is essential for any business owner, whether they are looking to expand and grow their company with financing or even if they don’t intend on utilizing any financing. By establishing a good credit history with le…
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In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss what does and doesn't convert when migrating from QuickBooks Desktop to QuickBooks Online, covering topics like attachments, budgets, inventory, payroll, price levels, progress invoicing, purchase orders, and assemblies. They explain the challenges involved …
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As a business owner, it is important to stay ahead of the curve when it comes to tax preparation. You want to make sure that you are ready for any unexpected decrease in expenses or increases in income so that you don't have any surprises when it comes time to pay your taxes. The rules and regulations change every year, and if you are not prepared,…
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In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful. …
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Whether you set goals at the beginning of the year or you have resolutions you have promised yourself you’d do in the new year, now is the time to make sure you are on track so that you can follow through with your goals and resolutions for the remainder of the year. I’m sure that you’ve heard that most people will quit their resolution after just …
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In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss new QuickBooks Online features released in January 2024, including updates to revenue recognition, a new QuickBooks Solopreneur product, and the upcoming QuickBooks Advanced Forecasting tool. They also speculate on how QuickBooks' new Live Tax offering may i…
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When you own your own business, you are always learning something new. Making sure that you have a team to support you where you lack skills or lack the time to devote to certain tasks will not only help you sleep at night, but you will also have the confidence knowing that your business is operating at an efficient level. In today’s podcast episod…
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Is Intuit really listening? In this episode, Hector and Alicia pull back the curtain on how QuickBooks handles user feedback. Learn how to make your voice heard above the noise through targeted, helpful critiques. They'll also examine common feedback pitfalls to avoid, so your suggestions make it to the top of Intuit's priority list. Sponsors Finda…
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When you want to be successful, you need to make sure you are taking advantage of every minute of your day. Some people make their success seem so simple. Most successful entrepreneurs follow a routine that they know they can stick to on a consistent basis to get the results they ultimately want to achieve in life and in their business. In today’s …
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In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss preparing 1099s in QuickBooks Online for the 2024 tax season. They cover the new 1099 platform, pricing, filing deadlines, tips for ensuring 1099s go smoothly, and some of the common pain points around collecting information and filing accurate 1099 amounts.…
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If you have a business or do bookkeeping for business owners, you know now is the time you need to wrap up your year-end financial statements. If you’ve heard the phrase closing the books, this is exactly what it means. You simply make sure you have all your money coming in and money going out of your business recorded and reconciled so that your f…
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Hector and Alicia highlight new features and updates in QuickBooks Online that they discovered in December 2023, such as enhancements to construction reporting, interface changes, and behaviors with QuickBooks Checking envelopes. They offer tips and feedback for accountants and bookkeepers using QBO based on these recent discoveries. Sponsors LiveF…
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Understanding your numbers and keeping up to date on your finances is key to the success of your business. When you actively keep a pulse on your business finances, you will certainly make better business decisions. If you are thinking that you are just not a numbers person, you’re not good when it comes to numbers or math, or you are afraid to mak…
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In this episode, Hector and Alicia discuss the upcoming changes to QuickBooks Online reports, including Intuit's plans to phase out the classic reports and transition everyone to the new modernized reports by mid-2024. They highlight some of the key problems and missing features with the new reports while also praising some of the new capabilities,…
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I’ve been getting quite a few messages from business owners saying that they are struggling to create a budget for their business. Some are just getting their business up and running, and others have been in business for a few years. Either way, having a budget for your business will allow you to dictate how you want your money coming in and out of…
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Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also cover some newly added features in Hector's RightTool app. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/onpay (…
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With the end of the year coming to a close, you want to make sure that you have everything done correctly in your business, right? One of the many important year-end tasks is to make sure that you are correctly paying and classifying wages. There are many different entity types that businesses can be set up as, and depending on how you’re your busi…
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Hector and Alicia recap top announcements from Intuit's QuickBooks Connect Conference, including a redesigned ProAdvisor program, true payroll job costing, custom KPI reporting, and a partnership with Allstate for business insurance. They discuss how these new capabilities and Intuit's messaging show a commitment to strengthening their partnership …
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The W9 form is an important form, and more than likely, you’ve either had a request for this form, or you yourself may be requesting them from your vendors. This form is used to collect information about others, but knowing in advance that you need to request this information will not only save you valuable time but it will also give you the inform…
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Hector and Alicia react to Intuit's bombshell announcement that QuickBooks will end new subscriptions for QuickBooks Desktop Pro, Premier, and Mac after July 31, 2024 - marking the beginning of the end for the desktop software. They discuss implications for accountants and small businesses, Intuit's motivations to move users to QuickBooks Online, t…
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Hector and Alicia unpack Intuit's overhaul of their ProAdvisor program, including an updated point system, new status tiers and benefits, and how the changes intend to add more rigor and meaning to becoming a certified ProAdvisor. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/o…
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There’s often a misconception when it comes to figuring out what you’ll be taxed on in your business. This is normally referred to as your net income. Many business owners will take a look at their business bank account and think this is the number they will use for their net income or what they will be paying taxes on, but it isn’t an accurate way…
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You know the basics of QuickBooks, but are you ready to take your skills to the next level? In this episode, Hector and Alicia discuss the key steps for going from QuickBooks beginner to pro, including getting certified, hands-on practice, utilizing online resources, and finding a mentor. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.co…
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Navigating the year-end chaos is often top of mind for many business owners, professionals, and accountants during this challenging time when there is so much to do not only in our professional lives but in our personal lives as well. During this year-end rush, it’s easy to worry about how you’ll manage the stress and ensure you not only get everyt…
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Hector and Alicia answer your questions. From tracking expenses to their sources and properly categorizing transactions, utilizing automation, and using cost accounting techniques to calculate profit margins for individual products, customers, and sales channels. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/times…
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When you think about the end of the year, do you have goals that you’ve set that you still need to achieve? When you take the time to be intentional about elevating your year-end success, you’ll be sure to end the year with a sense of satisfaction, knowing you’ve done everything you could to wrap up this year not only with achievement but also mome…
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Hector and Alicia dig into all the details and speculation around Intuit's newest cloud accounting product QuickBooks Ledger. Is it an affordable option for write-up clients or an over-hyped limited edition QBO? What does it mean for accountants and their clients? Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/time…
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Alicia and Hector dive into several new features in QBO including easier payroll mapping, balance sheet budgeting, and using the cashflow planner. They also speculate what new features might be announced at QuickBooks Connect 2024. Sponsors LiveFlow - https://uqb.promo/liveflow Timesheets.com- https://uqb.promo/timesheets OnPay - https://uqb.promo/…
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Payroll might not be the most glamorous topic, but it’s a large part of your business if you have employees. If you don’t have any employees yet, understanding how to add payroll to your business will be extremely important. When you have employees, you need to create a process of paying your employees, ensuring they receive their money on time and…
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Hector and Alicia dive into the details of Intuit's new QuickBooks Bill Pay feature, including the different subscription tiers, how it integrates with 1099 filing, and what it means for your accounting workflows. Sponsors LiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay (00:00) - Welcome To Th…
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As a business owner, you want to maximize your potential, both in your finances and in your personal growth. Learning how to invest in yourself so that you can become a better business owner is essential to not only your growth but the growth of your business as well. When you grow as an individual, you not only reap the benefits in your personal l…
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Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved. Sponsors LiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - h…
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