Learn QuickBooks Online in 12 weeks with our hands-on step-by-step guided course.
Every few weeks I record a demonstration of me doing something practical on my computer. Usually it’s something I had to do myself, then decided other people might like to see it for themselves.
Please note that most of these tips are geared for the Mac. Some of them will work on PCs, too. If you’re a PC person thinking about hiring us, at least these tips will give you a sense of our style.
Podcast Episode Overview Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly
Podcast Episode Overview Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite’s construction-focused upgrades to MailChimp’s QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why
Podcast Episode Overview Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners’ books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks’ built-in tools like the Reclassify feature and Report Options to fix problems at
