最佳QuickBooks播客 (2025)

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304: Feeling Uncomfortable Might Be The Best Thing Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper Virtual Assistant Business Owner 6:35

1d ago6:35

6:35

Do you ever have uncomfortable feelings when you are going about your day? When you feel discomfort, it can show up as a slight uncomfortable feeling, where you almost feel like it’s just running in the background of your life, and we often try to outrun it when it feels like this. It can also feel like a tightness in your chest when you’re about t…

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The 20 Things Bookkeepers Should Never Do (Wheel of Rants) 51:51

5d ago51:51

51:51

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 communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement lett…

1
303: Recording A Refund Transaction In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner Or Self-Employed 12:24

6d ago12:24

12:24

If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer’s account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money. Refunding a cust…

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302: Are You Protecting Your Peace Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 6:35

8d ago6:35

6:35

Are you protecting your peace, or avoiding discomfort? We all know that boundaries are healthy, right? They help protect our peace, preserve our energy, and define how we allow others to show up in our lives. But here’s something most people don’t talk about. Sometimes what we think is a boundary is actually us avoiding something. Or someone. Let m…

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Recertification Season 32:38

12d ago32:38

32:38

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 opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how cer…

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Tags Are Back! (I Told You So!) 6:56

12d ago6:56

6:56

Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84由Alicia Katz Pollock, MAT

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301: Maintain Accurate Customer Balances In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner 11:38

13d ago11:38

11:38

Making sure that your customers’ balances are correct will not only ensure your financial statements are accurate, but you will have fewer inquiries from customers about their balances as well and less cleanup on your Accounts Receivable Aging Report down the road. Over the next few weeks, I am going to help you gain a deeper understanding of your …

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300: Taking Bold Action Even When Scared Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 5:31

15d ago5:31

5:31

Every single one of us feels scared or nervous at some point in our lives, and for some of us, it’s probably more often than we’d like to admit. Think about when you felt nervous in the past. You know that fluttery feeling in your stomach, the racing heart, the sweaty palms, yes, that feeling. It usually shows up when you’re about to do something n…

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Beta Tests Gone Wild 1:02:13

19d ago1:02:13

1:02:13

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 unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcom…

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299: Make Sure Your Books Match Your Tax Return Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA Business Owner Or Self-Employed 11:45

20d ago11:45

11:45

Now that the tax deadline is behind us, unless you filed an extension, it’s time for you to make sure that your books match your tax return. Most of my listeners on this podcast do their own bookkeeping for their business, and this is one of the steps that business owners are normally a little hesitant or unsure about how to handle. By being proact…

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298: Should You Trust Your Instincts Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:33

22d ago5:33

5:33

Have you ever had a moment where you just knew what decision to make without being able to explain why? Maybe you didn’t have all the facts, or you didn’t talk it over with anyone, but deep down, you just knew. This is your intuition at work. Today, we’re going to talk about something that most people don’t spend much time thinking about, but it’s …

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Look What We Found: April 2025 44:29

26d ago44:29

44:29

Sponsors (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:24) - New Features in QuickBooks (05:37) - Enhanced Products and Services (06:52) - Grouping Billable Time in Invoices (11:26) - QuickBooks Live Expert Assist (14:42) - Client Transfer Between QBOA Accounts (15:52) - Retirement Contributions Update (17:12) - Interface U…

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297: How To Achieve Any Goal Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 14:41

27d ago14:41

14:41

Success doesn’t magically happen in business or even in your personal life. It takes work and lots of self-discipline to achieve your goals. Take a minute and think about the goals you’ve set in your business or personal life. Do you know what it is going to take to achieve them? Are you ready to be self-disciplined enough so that you can reach the…

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296: Stop Saying You Do Not Have Time Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:37

29d ago4:37

4:37

Are you ready to start living your life on purpose? If so, it’s time to stop saying I don’t have time and start living by what you truly want in your life. Your priorities. How often do you find yourself saying something like: “Ugh, I just don’t have time for that”? Whether it’s a workout, time with family, starting that dream side hustle, or even …

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Intuit Enterprise Suite Updates with Hector Garcia | April 2025 1:12:40

1M ago1:12:40

1:12:40

Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailo…

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295: How To Focus Without Motivation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 13:56

1M ago13:56

13:56

You are setting goals in your business or your personal life; you know what is going to move the needle, but you still find yourself procrastinating. You are not focusing on the right tasks. You are looking for the motivation or drive, and once you get the motivation, then you’ll get started, but honestly, how long have you been waiting for this ri…

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294: This Is Why You Feel Uncertain Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:22

1M ago4:22

4:22

Have you ever been in a situation where you felt completely uncertain about how things were going to turn out? Maybe you're in one right now. When you’re in a high-stress profession, uncertainty is something you deal with all the time. Whether it's the unpredictability of the economy or a difficult customer or client, we often find ourselves wishin…

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Chart of Accounts (Wheel of Rants) 49:15

1M ago49:15

49:15

Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited…

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293: Tax Return Anxiety Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 13:41

1M ago13:41

13:41

The April 15th deadline is closing in on us quickly. As a business owner, you have a lot of things you need to take care of, and filing your tax return is probably one of those things you put at the bottom of your list. I get it, I understand how hard it can be, and I’ve talked to many business owners who dread filing their tax returns. It is somet…

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292: Prioritize Yourself Without Guilt Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:57

1M ago4:57

4:57

Do you ever feel like you’re constantly putting other people’s needs before your own? Do you say "yes" when you really want to say "no"? Maybe you feel guilty for turning someone down or worry that speaking your truth might upset others. If so, you’re likely caught in the cycle of people-pleasing, a habit that, over time, can drain your energy, inc…

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Playing Taps for Tags 45:17

2M ago45:17

45:17

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weathe…

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291: Creating Habits To Remain Consistent Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner Or Self-Employed 13:35

2M ago13:35

13:35

Have you ever started something and fizzled out after a few days? I often hear about this when people are starting a diet or a new exercise program, but it isn’t only in our personal lives that we might find we are lacking in consistency. Creating habits so that you can remain consistent in whatever you are trying to accomplish will be the key to y…

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290: Breaks Are Essential, Not Lazy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner, Or Self-Employed 5:36

2M ago5:36

5:36

Do you ever feel guilty for resting? Like if you’re not constantly working, you’re somehow falling behind or being lazy? If you’re in a high-stress profession, I know how easy it is to push yourself to keep going, even when your body and mind are begging for a break. But I want you to know that rest isn’t a luxury. It’s a necessity. And yet, so man…

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March 2025 QuickBooks Online Updates 40:52

2M ago40:52

40:52

Alicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integra…

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289: When Do You Achieve Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 14:37

2M ago14:37

14:37

Have you ever wondered what success is and how you will know when you have reached it? Understanding what success means to you is the only way you will ever know when you have reached success in your business or your personal life. In today’s podcast episode, I will help you define what achieving success in your business and your personal life will…

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288: Getting More Done With Less Stress Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 6:14

2M ago6:14

6:14

Have you ever had a stretch of time where you really felt productive? Like you were on top of everything, crossing things off your list, and making real progress? And then there are the other times when it feels like no matter how much you work, you’re still spinning your wheels. What does productivity really mean to you? Do you define it by how mu…

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Look What We Found: March 2025 47:59

2M ago47:59

47:59

Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories to new banking feed enhancements and reporting features, they highlight both permanent updates and experimental features that appeared briefly. Sponsors Rightworks Rightnow 2025 - htt…

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287: How To Set Up A Loan In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 14:53

2M ago14:53

14:53

A common question I receive from clients is how they should be recording their loans in QuickBooks. I often see clients set up their loans the wrong way. They will sometimes appear on a report where they shouldn’t be, which can throw off any tax planning the client is trying to do. I know clients are trying their best and working hard to keep up wi…

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286: Overcome Burnout And Reclaim Your Energy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Business Owner 5:53

2M ago5:53

5:53

Do you ever wonder if you are experiencing burnout? Burnout seems to be a topic that hits home for so many of us. I’m not talking about just feeling a little tired or having a stressful week. I’m talking about full-on, deep, emotional, mental, and physical exhaustion. You know, the kind of burnout that makes you question everything, from your caree…

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Navigating Your Intuit Account: The Ultimate Guide 48:30

2M ago48:30

48:30

Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and…

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285: Receipt Management System Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 16:58

2M ago16:58

16:58

One of the most popular questions I receive throughout the year, and especially during tax season, is which receipts do I need to keep for my business, and the follow-up for this question is typically how I should keep these receipts. Both are great questions, and in today’s podcast episode, I go over which receipts you need to keep in your busines…

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284: The Power Of Priorities Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:18

2M ago5:18

5:18

Have you ever struggled with trying to do it all? You know what I’m talking about, right? That constant juggling act where you have all the balls in the air, saying “yes” to everything and everyone, feeling like you have to be everything to everybody. And at the end of the day, you’re exhausted, frustrated, maybe even resentful, wondering why you’r…

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Everything You Need to Know About Modern Invoices 1:07:47

2M ago1:07:47

1:07:47

Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, an…

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283: Breaking Out Of The Daily Grind Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 14:22

3M ago14:22

14:22

As a solopreneur or business owner, you know how hard you work each and every day. When working day in and day out, you can easily fall into a regular grind and realize you aren’t as happy as you used to be. It’s essential to include things in your day that bring you joy so that you don’t develop burnout and so that you can continue to enjoy your b…

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Emergency for Shopify PayPal integrations! 4:02

3M ago4:02

4:02

Alicia reveals a critical issue affecting QuickBooks users who integrate Shopify and PayPal payments, which could result in significant duplicate revenue reporting. She provides step-by-step instructions to identify, fix, and prevent this problem by correctly configuring the Commerce Center settings. This quick technical update could save your clie…

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282: Are You Experiencing All Or Nothing Thinking Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Business Owner 5:00

3M ago5:00

5:00

How many times have you thought to yourself that it had to be all or nothing? Thinking like this can often hold you back from accomplishing what you want in your life. It can keep you from creating new beliefs about your future. Sure, all-or-nothing thinking makes it easy on us because there aren’t any grey areas, but it also leaves us thinking eve…

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February 2025 QuickBooks Updates 41:15

3M ago41:15

41:15

Alicia and Spot dive into the latest features announced in Intuit's latest In the Know webinar, including the new revenue share program for QuickBooks Payments that offers accountants 20% of net revenue for three years. They explore significant updates to QuickBooks Online Payroll, including direct deposit reversals and consolidated payroll reporti…

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281: Software That Improves Productivity Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 13:10

3M ago13:10

13:10

Technology can help you move your business forward, but when you are already pressed for time, and your budget doesn’t allow for too many additional expenditures, you may not know where you should turn next. There are many options when you start to look into technology, but knowing what the top performers are can help you narrow down your search fo…

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280: Opportunities In Your Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 4:22

3M ago4:22

4:22

Do you ever think about the endless opportunities you have available to you in your life? Not only do you need to be aware of these opportunities, but if it is truly something you want in your life, you need to make sure you are taking action on them. There is an abundance of opportunities in life. Ready to start being more aware of the opportuniti…

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Intuit’s Annual Investors Report 44:25

3M ago44:25

44:25

Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platfo…

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279: Starting Or Expanding Business Fears Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner Or Self-Employed 16:26

3M ago16:26

16:26

Whether you are thinking about starting a new business or you currently have a business, you may be experiencing excuses and fears that are holding you back from moving forward. Starting a business or expanding your existing business can be scary. There are many risks that you, as a business owner, take on, but no matter where you are in your busin…

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278: What Are You Avoiding Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 3:32

3M ago3:32

3:32

We all know it is healthy to set boundaries in our lives, but have you ever wondered if you were truly setting a boundary or if you were using a boundary to avoid something in your life? There are times when we are feeling resentment or frustration in our lives and it’s important to understand the difference between if you are setting a healthy bou…

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Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants) 50:33

3M ago50:33

50:33

The sudden shutdown of Bench Accounting in December 2024 left 11,000 business owners without access to their financial data, highlighting the risks of venture-backed automated bookkeeping services. Hosts Alicia Katz Pollock and Veronica Wasek discuss how this pivotal moment presents an opportunity for professional bookkeepers to showcase their valu…

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277: What You Need To Know About Your Balance Sheet Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 13:51

3M ago13:51

13:51

As a business owner, you’ve more than likely heard about how important it is to review your financial statements. When most business owners think about their financial statements, they think about their income statement or their profit and loss report. It’s essential to keep an eye on this report, but what you may be missing is how critical it is t…

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276: Being Unhappy On Purpose Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 4:18

3M ago4:18

4:18

Is your goal to create more happiness in your life? So many of us are on the search for happiness that we forget about so many of the other emotions that allow us to be the person we are. They allow us to grow and gain a different perspective on life. They allow us to expand and experience our feelings on a much deeper level. If you’ve been thinkin…

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Now You Know: Intuit and QuickBooks January 2025 Updates 31:57

3M ago31:57

31:57

Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to str…

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275: Recording Questionable Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 13:32

3M ago13:32

13:32

When you are doing the bookkeeping for your business, or maybe you are doing bookkeeping for multiple clients, the one thing you don’t want to hold you back from moving forward is having a transaction that you are unsure about how to record. If you are like most people, you’ll let this one transaction derail you and keep you stuck, especially if yo…

1
274: Being Satisfied With What You Have Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:32

4M ago5:32

5:32

We live in a world with more distractions than ever before. We have our phones with us almost 24/7, and they alert us and pop up notifications all the time. You may have kids who are constantly asking you for something, or you might be looking at that long list of things to do that causes you to always think about what you are doing next in your li…

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Look What We Found: January 2025 58:15

4M ago58:15

58:15

Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as…

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273: Unsure About Something In Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 15:53

4M ago15:53

15:53

Have you ever felt uncertain about something in your business or personal life? Self-doubt can creep up when you least expect it and can hold you back from achieving what you truly want in both your business and your personal life. Knowing what leads to self-doubt and how you can overcome it can significantly impact the actions you take in your bus…

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