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Boiling Frogs: Some QBO Perspective – Podcast

Table of Contents

Podcast Episode Overview

Matthew “Spot” Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO’s new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time — and found things better than he expected. His “cold return” experience raises a bigger question about whether proximity to the chaos has skewed how accountants assess where QBO actually stands today.

Creators & Guests

  • Host – Alicia Katz Pollock, MAT
  • Guest – Matthew “Spot” Fulton

Sponsors

Podcast Highlights

(00:00) – Welcome to The Unofficial QuickBooks Accountants Podcast
(00:49) – Spot Returns After Sabbatical
(01:44) – Top ProAdvisor Backstory
(02:34) – Logging Back Into QBO
(03:34) – Bookmarks and Client Navigation
(05:52) – Bank Feeds Speed Wins
(06:46) – Receipt Upload Improvements
(08:37) – AI Statement Reconciliation
(12:23) – AI Tools and Reporting
(16:18) – Vendor Names and Popups
(17:30) – Upsells and Intuit Ecosystem
(19:57) – How Spot Relearned Fast
(21:52) – Clients Frustration and Change
(22:50) – Accounting Future With AI
(27:37) – Intuit Accountant Suite Tweaks
(28:49) – Wrap Up and Whats Next

Links

Alicia’s book on Amazon: http://royl.ws/conversion-book

Past episodes we reference:
Kirsten Thulborn on subtle changes you don’t notice: www.uqb.show/139

Connect with Matthew
https://www.parkway.business
https://www.linkedin.com/in/parkwayinc

Alicia’s Upcoming Classes

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

 

This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
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