Behind the Scenes takes you behind the curtain to find out how things get done in the creative world.
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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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Life is a Journey. Join us as we walk, week by week, through the Christian Year. This Road is a production of Worthwhile Media. Support this podcast: https://podcasters.spotify.com/pod/show/thisroad/support
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There are many elements in our lives that affect our well-being and there are many ways that we can explore them. One avenue to optimal self-care is having open, honest conversations about what it means to be well. Navigate love and relationships, purpose and meaning, mental health and wellness, success and failure, and all of those things that make us human with Whitney Lauritsen on This Might Get Uncomfortable. Whitney has over 13 years of professional experience in the health, wellness, a ...
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Everyone you meet, every single day, is fighting a battle you know nothing about. We are all in the process of overcoming something big, something small, but we are faced with the challenge to overcome all the time. You, me, we have overcome 100% of our darkest days. I’m Justin Wren, and I believe we are all Overcomers if we choose to overcome. We all have the option. I have overcome childhood trauma, sexual abuse, immense bullying, depression, suicidal ideation, self-imposed substance abuse ...
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There are so many talking heads, commentators and YouTubers who have been telling us what is going on in our country and the world. Wokeism, Open Borders, DEI, failing schools, "elite" universities that are nothing more than extremely expensive leftist indoctrination centers, the American family being intentionally torn apart, God, Christians and now Jews being targeted, and an economy that is increasingly leaving most of us behind. What we don't hear is what are we to actually DO about it. ...
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Our podcast helps Christians live a Christ focused life in a world that has become increasingly secular and Religionless. In a world full of lies it is more important than ever that we stay connected to the truth. Jesus Christ and God's Word is that truth. Nickie and I will do our best to help Christians make sense of the news, understand the world around us and avoid the traps that lead us off the narrow path. We will look to keep the content current, focusing on news of the day, how to mak ...
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Deconstructing Sasan Goodarzi's Opening Address at Intuit Connect
33:48
33:48
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33:48
Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the pa…
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Reflections on Intuit Connect 2024
51:43
51:43
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51:43
Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business pl…
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October QBO Updates: Revenue Share, Cost Allocation & Recurring Payments
30:24
30:24
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30:24
Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains th…
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Managing ADHD, Rejection Sensitivity, and Life’s Highs and Lows
50:33
50:33
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50:33
Whitney opens up about navigating the complexities of ADHD, mental health support, and her ongoing journey of self-discovery. Recorded in her childhood bedroom, she shares her frustrations with medical providers, the challenges of managing ADHD, and the societal gaps in supporting those with mental health needs. Reflecting on dark moments, the impa…
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Modern Reports in QBO Advanced
48:07
48:07
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48:07
Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insig…
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QuickBooks Online October 2024 Updates
1:04:15
1:04:15
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1:04:15
Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share …
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Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maint…
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Rhythms and Resilience: Finding out what feels good
1:00:04
1:00:04
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1:00:04
In this episode, Whitney reflects on her ongoing road trip, her camping experiences in Rhode Island, a memorable Hans Zimmer concert, bike trips, a bad experience with a psychiatrist, and more. She shares personal insights about managing ADHD, experimenting with Adderall, and the dynamics of emotional wellbeing. Whitney also discusses her renewed e…
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In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…
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Intuit Enterprise Suite - What We Know
56:56
56:56
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56:56
Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also specula…
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Lost cats and found joys: unexpected moments on the road trip
1:05:39
1:05:39
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1:05:39
In this episode, Whitney reflects on her ongoing road trip from her van parked in her parents' driveway in Massachusetts. She discusses visiting friends, navigating unexpected situations, and using various travel gear. Highlights include attending the Newtopia trade show in Denver, experiencing immersive art at MeowWolf, and spontaneous trips to Ro…
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Exactly What to Say to Accountants
34:05
34:05
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34:05
Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world exampl…
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Misc. Musings on QuickBooks | Sept 2024
58:33
58:33
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58:33
Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accou…
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Intuit Dome Is the Future
38:11
38:11
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38:11
This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand. Sponsors Fishbowl - https://uqb.promo/fishbowl Melio - https://uqb.promo/melio …
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Intuit's FY 2024 Earnings
46:19
46:19
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46:19
Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance …
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Dealing with discrimination and learning how to protect myself
44:39
44:39
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44:39
Whitney, broadcasting from a Cracker Barrel parking lot in Illinois, shares her journey back to Colorado, following a trip to Cleveland for a family memorial. Discussing the nuances of van life, accessibility challenges at amusement parks, and considerations about carrying a gun for safety, Whitney delves into her experiences with neurodivergence a…
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QBO Payroll Updates August 2024
1:01:01
1:01:01
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1:01:01
Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect confere…
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Van life & reflections from the start of my 2024 cross-country journey
37:05
37:05
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37:05
Whitney shares her experiences traveling in her new van from Los Angeles across the country with her dog, Evie. She talks about the sense of grounding and clarity she feels on the road, the mental challenges she's faced, and the balance she's trying to achieve between work and relaxation. Whitney reflects on her neurodivergence and the evolving und…
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Artificial Intelligence Part 1
45:12
45:12
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45:12
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles.…
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QuickBooks Karma? Financing Your Estimates
49:03
49:03
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49:03
This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They spec…
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Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to…
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ADHD updates and a new travel chapter
1:03:37
1:03:37
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1:03:37
Whitney opens up about her recent experience with ADHD management, including adjusting her medication with the help of her psychiatrist. She talks about the challenges, such as dealing with dysphraxia and the emotional impacts of feeling different. Whitney also shares her decision to buy a camper van for her upcoming annual road trip, detailing the…
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QBO New Features July 2024
56:55
56:55
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56:55
In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing fea…
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Matching Bank Transactions
43:38
43:38
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43:38
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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Getting an ADHD Diagnosis and Exploring "Treatment"
1:00:28
1:00:28
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Whitney shares updates about her mental health, creative blocks, and the significance of physical and emotional therapy in her life. She gets vulnerable about content creation and her recent experiences with ADHD diagnosis and medication. She reflects on the challenges of self-awareness, body image, and the journey of exploring neurodivergence. Add…
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QuickBooks Price Increase
1:01:10
1:01:10
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1:01:10
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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QuickBooks Classes vs. Locations vs. Tags
56:25
56:25
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56:25
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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QuickBooks June 2024 Updates
40:48
40:48
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40:48
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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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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My solo travel adventures through America Samoa and Hawaii National Parks
1:35:35
1:35:35
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1:35:35
In this episode, Whitney recounts of her three-week trip exploring the national parks of Hawaii and American Samoa. She goes into detail on the planning process, the financial ease she experienced, and adventures had at nature spots like Maui's Road to Hana and American Samoa's island of Ofu. She also touches on personal milestones, such as paying …
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Repeal the 17th Amendment
42:25
42:25
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42:25
Welcome this episode of the Castle Doctrine! Today we're talking about the 17th Amendment of the Constitution. If you're unfamiliar, the 17th Amendment changed how US Senators are elected. Before the 17th Amendment was ratified in 1913, Senators were appointed by the state legislatures. After the 17th Amendment, Senators were elected directly by th…
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Accounting Conferences
1:07:02
1:07:02
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1:07:02
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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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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Summary Premiere episode of the Castle Doctrine Podcast with your host Joe Gilbert The Castle Doctrine is a call to action for American citizens to take responsibility for defending their country and making lasting change. It emphasizes the need for grassroots movements and local government involvement to address issues at the community level. The …
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QBO New Features May 2024
47:33
47:33
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47:33
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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Paying more attention to global issues & reflecting on privilege
39:29
39:29
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39:29
Whitney struggles with feelings of vulnerability and ignorance while addressing the major conflict in Palestine. She navigates her privilege and the discomfort accompanying her expanding awareness of global issues through using TikTok again. The episode covers the complexities of global suffering, personal guilt associated with privilege, efforts t…
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A Deep Dive Into Bugs, Features and More
36:21
36:21
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36:21
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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Tackling the Tax Deadline Madness
23:57
23:57
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23:57
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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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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Whitney openly talks about her insecurities related to podcast length, body image, aging, and the judgments of others. Her exploration touches on the struggles with disordered eating, societal pressures, and the desire for authenticity in various aspects of life, including online dating experiences and societal metrics of success. Whitney reflects …
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