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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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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 this 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 Mastering Your Sm…
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This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accur…
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Starting your own business and making sure you are profitable is a dream many of us have. Determining whether you will be an entrepreneur or a solopreneur is one of the first things you should consider when starting your business. Many people believe these two are the same, but there are some pretty major differences between the two. In today’s pod…
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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 this 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 Mastering Your Sm…
  continue reading
 
This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. …
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When you are utilizing a computerized software system to do your bookkeeping, it will save you time if you are taking advantage of all the bells and whistles it has to offer, but how do you know that everything is getting classified in the proper accounts? One of the tradeoffs you have when you are using functions such as bank feeds and automatic d…
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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 this 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 Mastering Your Sm…
  continue reading
 
This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple S…
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A leader is someone who has a strong vision and leads a group of people or a team towards that common goal through inspiration and motivation. Knowing what motivates you as a leader, as well as where your strengths and weaknesses are within your leadership skills so that you can continue to learn and improve these skills, will ultimately help you b…
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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 this 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 Mastering Your Sm…
  continue reading
 
In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences a…
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Focusing on your customer’s experience will not only help you increase sales in your business, but many businesses thrive on referrals from happy customers as well. By understanding exactly how your customer is experiencing your product or service, you’ll be able to capitalize on what you are doing right and improve what you could do better. In tod…
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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 this 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 Mastering Your Sm…
  continue reading
 
In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare…
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Being intentional is all about knowing what you want and then taking action to follow through so that you reach your results. Most successful business owners are super intentional about what they do in their businesses, and why they are doing each of the tasks, they say yes to. In today’s podcast episode, I’m diving into the best strategies to be i…
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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 fifteenth 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 reg…
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In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on welln…
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If you want to increase your sales, one of the first places you should be looking at is how much you believe in your product, service, or offer. When you genuinely believe that your product will benefit your customer, you’ll find that marketing and generating sales will come more naturally. In today’s podcast episode, I cover not only why you need …
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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 fourteenth 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 re…
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In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from.…
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Whether you are a business owner or a bookkeeper, you’ve probably heard about automated bookkeeping. Automated bookkeeping uses artificial intelligence, or AI, as well as machine learning to help speed up your bookkeeping tasks. In today’s podcast episode, I dig deeper into what automated bookkeeping is and how you can start utilizing these practic…
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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 thirteenth 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 re…
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In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with…
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You want to be able to rely on your financial statements so that you can make smart business decisions, but how do you get these accurate financial statements? You need to account for all the money coming in and going out of your business. You need to ensure that you have all your entries in your business recorded. You need to make sure that you ar…
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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 twelfth 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 regul…
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In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its st…
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Did you know that entrepreneurs or business owners have a greater risk of struggling with their mental health than non-business owners? Taking the leap to start your own business, investing your finances, and pushing yourself to reach the goals you set for your business can all contribute to these more significant risks. Your mental health is a big…
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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 today we are celebrating our 200th podcast episode. I wanted to create this landmark episode on a topic that the majority of the clients that I work with are struggling with, and I have a feeling you’ll b…
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On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potent…
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Strategy and a well-thought-out plan can help you and your business achieve the impact and success you set out to accomplish when you first started your business. Having a plan will keep you on course and avoid potential pitfalls you may find yourself experiencing when you don’t have a plan. When you have a well-thought-out plan, even if it is only…
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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 tenth 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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Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The ho…
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Patience is a virtue. Owning a business means you need to really hustle to be successful, and practicing patience may not be something you’ve thought about much in your business, but by being patient, you may just start to see better options you have available for your business. There will be many times in your business when you will need to plant …
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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 ninth 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…
  continue reading
 
In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a…
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Setting limits and boundaries in your business helps to prevent burnout in your business, especially if you are a solo entrepreneur and you are doing everything in your business on your own. You need to take time to enjoy your personal life as well, but many business owners have a hard time delegating or allowing others to help. I get it, it is har…
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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 eighth 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…
  continue reading
 
In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and ut…
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Every business owner wants to make sales. Generating sales and incurring revenue so that you have the funds you need to pay for your expenses and have enough net income so that you can enjoy the fruits of your labor is the dream of most business owners, but when you lose your focus on sales or are unsure how you should be getting additional sales, …
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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 seventh 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 regul…
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In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing,…
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Keeping up with your bookkeeping will not only help you with your compliance tasks, such as filing your tax return at the end of the year, but having this financial data will also help you make smart business decisions. In today’s podcast episode, you’ll learn about the most common financial mistakes and how you can prevent them in your business. U…
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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 sixth 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…
  continue reading
 
Hector and Alicia dive into the latest interface tweaks and small but impactful changes made to QuickBooks Online in the first quarter of 2024. From modernized reports with keyboard shortcuts and data source labeling to new refresh buttons and consistent font styles, they explore how these updates are enhancing the user experience for accounting pr…
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Learning about your competition will help you gain sales by making sure your product goes above and beyond what your competition has to offer. Competition isn’t bad; in fact, understanding precisely who your competition is will help you determine if your business is on the right path to success. In today’s podcast episode, we will cover who your co…
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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 fifth 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…
  continue reading
 
Hector and Alicia break down the latest Firm of the Future article, covering upcoming innovations and new features Intuit has planned for QuickBooks Online in 2024. From enhanced user permissions to improved payroll processing, they analyze and provide their insights on these anticipated changes that could significantly impact accountants and busin…
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Using your passion for boosting profits in your business is key to your happiness and success, but you need to know how to propel your passion into your business. Focusing on what excites you and putting that energy to work for you to create a profitable business takes work, but when you have passion behind your every move, you are able to push thr…
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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 fourth 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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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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