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LIVE TRAINING

Customizing QBO

Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds.

QuickBooks® Conversations On-the-Go

QuickBooks® Podcasts

Hear Alicia share her knowledge, insights, and favorite tips as a guest on podcasts across the industry. Perfect for learning while commuting, walking the dog, or taking a coffee break.

Latest QuickBooks® Podcasts:

Episode 142 | It’s Recertification Season | Royalwise
QuickBooks
Alicia Katz Pollock

It’s Recertification Season! – Podcast

Podcast Episode Overview Alicia and guest Matthew Fulton break down everything covered on the QuickBooks Online ProAdvisor Level 1 and Level 2 recertification exams, from test-taking strategies to a deep walkthrough of the new features Intuit is testing you on. Along the way they unpack the expanded AI capabilities built into QBO, including the business feed, Finance AI, the Customer

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Episode 141 | Why Brilliant Bookkeepers Undervalue Themselves | Royalwise
QuickBooks
Alicia Katz Pollock

Why Brilliant Bookkeepers Undervalue Themselves – Podcast

Podcast Episode Overview In a special crossover episode with the Unofficial QuickBooks Accountants Podcast, Nancy and Questian are joined by Alicia Katz Pollock to dig into why so many technically skilled bookkeepers struggle to charge what they’re worth — and what it takes to bridge the gap between expertise and authority. Alicia gets candid about her own discomfort with pricing,

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Episode 140 | RIP Classic Reports, Long Live Modern | Royalwise
QuickBooks
Alicia Katz Pollock

RIP Classic Reports, Long Live Modern (with Hector Garcia) – Podcast

Podcast Episode Overview QuickBooks Online is retiring Classic Reports on May 22nd, and Hector Garcia is back to make sure Intuit is listening. He crowd-sourced a massive feedback thread from the accounting community and walks Alicia through what’s still broken in Modern Reports — from PDF formatting and Excel export issues to drill-down behavior, column sorting, and features gated behind

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Episode 139 | Coming Soon to a QBO Near You | Royalwise
QuickBooks
Alicia Katz Pollock

Coming Soon to a QBO Near You (with Kirsten Thulborn) – Podcast

Podcast Episode Overview Intuit Group Design Manager Kirsten Thulborn returns for a second conversation with Alicia to walk through the latest QuickBooks features built specifically with accounting professionals in mind — from payee warnings and drag-and-drop attachments in the bank feed to inline sub-account creation in the chart of accounts. The episode also covers a pair of features coming soon:

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Episode 138 | User Experience with a Capital YOU: Kirsten Thulborn | Royalwise
QuickBooks
Alicia Katz Pollock

User Experience with a Capital YOU: Kirsten Thulborn – Podcast

Podcast Episode Overview Alicia sits down with Kirsten Thulborn, Group Design Manager at Intuit, for a rare look at how QuickBooks’ user interface actually gets built — from the research behind terminology changes like “post” replacing “add,” to why some friction in the UI is intentional. Kirsten pulls back the curtain on how her team balances the needs of power

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Episode 137 | PSA: Item Receipts in QBO Inventory | Royalwise
QuickBooks
Alicia Katz Pollock

PSA: Item Receipts in QBO Inventory – Podcast

Podcast Episode Overview QuickBooks Online has added item receipts — but before you click that irreversible “turn on” button, you need to understand what you’re getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this

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