Podcast Episodes
Back to SearchLook What We Found: June Edition - Interface Updates and Banking Feed Revolution
Episode 95
Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business…
Published on 2 months, 1 week ago
Keeper + Anchor ≠ Kanchor
Episode 94
Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The c…
Published on 2 months, 2 weeks ago
Beyond Invoices: Mastering QBO Payment Links
Episode 93
Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They…
Published on 2 months, 3 weeks ago
Going Ape for APIs (Breaking News with Hector Garcia)
Episode 92
Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom …
Published on 2 months, 4 weeks ago
May 2025 QuickBooks Online Updates
Episode 91
Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while E…
Published on 3 months ago
The 20 Things Bookkeepers Should Never Do (Wheel of Rants)
Episode 90
Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client com…
Published on 3 months, 1 week ago
Recertification Season
Episode 89
Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently …
Published on 3 months, 2 weeks ago
Tags Are Back! (I Told You So!)
Intuit has reversed course and TAGS are back!
Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84
Published on 3 months, 3 weeks ago
Beta Tests Gone Wild
Episode 88
Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into un…
Published on 3 months, 3 weeks ago
Look What We Found: April 2025
Episode 87
Alicia and Margie explore recent changes the found to QuickBooks Online, including the new Tap to Pay feature, sales tax payment capabilities, and enhanced migration limits for desktop to online conv…
Published on 4 months ago