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Artwork for Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

Alicia Katz Pollock, MAT
Quickbooks Online
Quickbooks
Intuit
Intuit Enterprise Suite
Accounting Software
Intuit Connect
Bank Feeds
Accounting Technology
Intuit Accountant Suite
Payroll
Quickbooks Desktop
Mailchimp
Proadvisor Academy
Quickbooks Online Advanced
Turbotax
Payroll Management
Client Hub
1099 Forms
Custom Fields
Accounting

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 C... more

PublishesWeeklyEpisodes172Founded3 years ago
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Artwork for Unofficial QuickBooks Accountants Podcast

Latest Episodes

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. Mich... more

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 QuickBoo... more

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 thre... more

Sponsors:

Intuit Accountants - uqb.promo/intuit

Link My Books - uqb.promo/linkmybooks

Pilot - uqb.promo/pilot

• (00:00) - Follow the Money Setup

• (01:32) - Q4 Scoreboard and Guidance

• (02:47) - Customer Growth Slowing

• (03... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
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Number of Listeners
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Recent Guests

Michelle Weinstein
Founder of The Abundant Accountant
The Abundant Accountant
Episode: An Abundance Mindset with Michelle Weinstein
Hector Garcia
Special guest providing quarterly review of Intuit Enterprise Suite updates
Intuit Enterprise Suite expert
Episode: IES Updates with Hector Garcia
Jessica McKellar
CEO and founder of Pilot
Pilot
Episode: Pilot, Not Autopilot
Dan DeLong
From School of Bookkeeping and QB Power Hour
School of Bookkeeping, QB Power Hour
Episode: QuickBooks Live is Dead, Long Live Intuit Experts
Matthew Fulton
From Parkway Business Solutions
Parkway Business Solutions
Episode: QuickBooks Live is Dead, Long Live Intuit Experts
Karla Uribe
Director of Product Management, IAS at Intuit
Intuit
Episode: Karla Uribe, Intuit’s Director of Product Management, IAS
Alison Ball
Consultant at B.all Consulting
B.all Consulting
Episode: Resilience in the Face of Change
Matthew Spot Fulton
From Parkway Business Solutions
Parkway Business Solutions
Episode: 17% Layoffs, 83% Reorg
Kirsten Thulborn
Group design manager at Intuit, leads design for QuickBooks accounting features
Intuit
Episode: Coming Soon to a QBO Near You (with Kirsten Thulborn)

Hosts

Alicia Katz Pollock
Host with extensive background in QuickBooks training and ProAdvisor advocacy
Matthew Fulton
Co-host and practitioner with real-world QuickBooks experience and community leadership

Reviews

4.8 out of 5 stars from 60 ratings
  • Alicia and Margie are the dream team

    I've really been enjoying Alicia and Margie's dynamic. They are a great team and not only do I learn a ton, it's a pleasure to listen to them both. Keep up the great work!

    Apple Podcasts
    5
    TofuNatto
    United Statesa year ago
  • Great Way to Learn New QBO Features

    I love learning from Hector and Alicia, especially the little details of new features I might have missed otherwise.

    Apple Podcasts
    5
    Stefani Tadio
    United States3 years ago
  • My happy place as a QBO geek

    From insider knowledge about new QBO features to in-depth expertise from two trainers at the top of the industry, this podcast is a must-listen for QuickBooks ProAdvisors.

    Apple Podcasts
    5
    jadzia amakiir
    United States3 years ago
  • The best QBs related podcast out there

    Normally, I’m completely bored with accounting related podcasts. This is up to date info with two very talented speakers. Great personalities and great content!

    Apple Podcasts
    5
    123Lissa
    United States3 years ago
  • Great up to date QBO info!

    This podcast provides a great up to date overview of the latest QBO changes and best practices. Can’t wait for future updates!!

    Apple Podcasts
    5
    Fox Hills Accounting
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise up-to-date QuickBooks coverage and practical, actionable tips.
Audience appreciates approachable explanations and real-world applicability for advisory work.
Fans highlight strong host chemistry and deep product knowledge.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Pilot, Not Autopilot
Q: What makes Meridian different from other automation tools?
Meridian is a purpose-built, ledger- and policy-aware platform with native understanding of supporting schedules, reconciliations, RevRec, and firm- and client-level policies, enabling end-to-end automation with a structured review workflow at the end.
Pilot, Not Autopilot
Q: Who is Meridian designed for in terms of firm size or type of client?
Meridian is versatile and can be used by solo practitioners up to top-25 firms and is scalable to larger firms that want to plug in automation for production work while keeping client management tools in place.
Pilot, Not Autopilot
Q: What is Pilot? What is Meridian, and how do they relate to the QuickBooks ecosystem?
Pilot is the tech company that has built Meridian as its product; Meridian is an AI-powered accounting platform that handles end-to-end close, reconciliations, and reporting for firms, integrating with QuickBooks and other data sources to automate and streamline accounting workflows.
Karla Uribe, Intuit’s Director of Product Management, IAS
Q: What is the role of Client Insights and how is it priced?
Client Insights provides cross-client KPIs and dashboards, integrated with AI, and is part of Accelerate; pricing is tied to the ProAdvisor/ProPartner tier, with potential adjustments based on tiering, and a note that Accelerate can be offered at low or no cost for some tiers.
Karla Uribe, Intuit’s Director of Product Management, IAS
Q: How does migration from QBOA to IAS work?
Migration is designed to be simple: a toggle to switch, with data automatically appearing in IAS and optional steps to consolidate and configure teams and regions; there is no mandatory data migration, and the switch is reversible within a grace period.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A practical, practitioner-focused show about QuickBooks, accounting technology, and Intuit's ecosystem. Episodes frequently dissect feature rollouts, pricing shifts, and the evolving ProAdvisor/IAS landscape, with hosts breaking down what changes mean for firms, bookkeepers, and clients. Guests range from Intuit product leaders and industry educators to practicing accountants, offering concrete takeaways on adoption, onboarding, and advisory services. The show often weaves hands-on tips, training resources, and real-world workflows into approachable discussions, making it valuable for listeners wanting to stay current and improve client outcomes. A notable strength is the duo's mix of deep product knowledge with accessible, practitioner-ori... more

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1. The Accounting Podcast
2. Accounting Firm Coach: Office Hours
3. Small Business Tax Savings Podcast
4. On The Books
5. QB Power Hour Podcast

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this podcast launched 3 years ago and published 172 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Michelle Weinstein
2. Hector Garcia
3. Jessica McKellar
4. Dan DeLong
5. Matthew Fulton
6. Karla Uribe
7. Alison Ball
8. Matthew Spot Fulton

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