Look What We Found: November 2025

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/26/6e/8b/266e8b1d-924e-af7a-f8c7-54f2204f560e/mza_5727092467021423329.jpg/600x600bb.jpg

Unofficial QuickBooks Accountants Podcast

Alicia Katz Pollock, MAT

125 episodes

6 days ago

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests 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.

All content for Unofficial QuickBooks Accountants Podcast is the property of Alicia Katz Pollock, MAT and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Business News

Technology,

News

Look What We Found: November 2025

Unofficial QuickBooks Accountants Podcast

43 minutes

1 week ago

Look What We Found: November 2025

Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction and Guest Welcome

(00:48) - QuickBooks Online Refresh and New Features

(02:48) - Banking Feeds Innovations

(04:49) - Attachments and Tags in Banking Feeds

(06:46) - New Payments Box and Sales Tax Issues

(13:10) - QuickBooks Online for Accountants Beta

(21:07) - Accountant Users Join Business Network

(24:43) - Customer Center Beta Test

(25:13) - Introduction to Customer Filters

(26:25) - Feedback on the Money Bar

(27:53) - New Search Filter Features

(28:42) - Customer Status and Types

(29:35) - Billing City Filter and Search Bar Issues

(32:14) - Customizing Columns and Filters

(33:54) - Advanced Transaction Search

(38:39) - Upcoming Events and Conferences

(41:31) - Conclusion and Final Thoughts

LINKS

Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course ?affiliate=5393907
Alicia’s upcoming appearances:
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
Margie’s Free Class Friday:
www.akadian.com/lockerroom

BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp

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

https://www.earmark.app/onboarding