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Instructions for Office Hours, the 1st Tuesday of every month at 1pm PT/4pm ET
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QBO SS, Essentials, Plus, & Advanced Needs assessment spreadsheet
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Handouts: FTC Cybersecurity
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2025-07-01 PCI Compliance, Flight Credit, Sales Tax Unapplied Payments
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2025-June-03 Saying NO! to your golden goose, sales tax reporting, Shared Reports, tour of the new F
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2025-May-08: Real estate, tags, fixed asset manager, loan interest, Ramp QB Pledger
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2025-Apr-1 LLC vs SP vs Scorp vs NP, W9s, Venmo, Receipt woes, the new Dashboard, Keeper
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2025-Mar-04 Backups & Rewind, Keeper, AI Subject lines, Corporate Credit Cards, Fake Emails
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2025-Feb-04 Classes vs. Locations, email management websites, report limitations
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2025-Jan-07 1099s, BOI, commingling, Alignable, DEI, graceful client exits
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2024-Dec-03 Revenue Recognition, Affiliate programs, Dues & Subscriptions, Workforce app, Zelle, Cer
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2024-11-05 Fintech, ProAdvisor Academy
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2024-Oct 1: PCI Compliance, Intuit Enterprise, Accountests, learning bookkeeping, vision statements,
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2024-Sep-3: Our first meeting of the Tuesday crew! QBDT to QBO, Payroll, Rentals
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2024-Jul-30 PortaPotty Keynote, Pricing Levels, Revisiting courses, security
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2024-Jul-18 Seasonality, Expense management, Appfolio, Org Charts
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2024-06-27 OWLS Portal Tour, Canadian GST
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2024-May-16 ProAdvisor Certification, Scaling New Heights
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2024-04-18 OWLS discussion forum tour, Check dates, expense receipts
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2024-03-21 Pricing a cleanup & onboarding, Client Requests in QBoA, POS imports, Projects won't del
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2024-Feb-15 Mileage, Refunds and checks across periods, Restricted Funds, Sick Pay Accruals, Online
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2024-Jan-18: New member intros, 1099 requirements
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2023-12-14 Shareholder loans, PA badges, consolidation, QBO migration
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2023-Nov-16: QBO updates, "small" clients, labor perks, loads of other questions
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2023-Oct-19 Billable Expenses, Bank of Bob, CBG, Mariette, and EINs on Tax forms
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2023-09-21 Unresponsive clients, using QBO as a communication portal, QBOA Ask Client
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2023-Aug-17 New QBO features, The Four Agreements, Deposit workflows, why there's no need to feel ba
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2023-Jul-20: Payroll exports, A/R workflows, Acct view, security compliance
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2023-06-15: Job Hunting, FTC, Certification, CBG
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2023-May-18 Cybersecurity, Pricing a new client
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2023-Apr-20 Dashboards, Recurring Transactions, clearing accounts, cleanups for duplicates, uncashed
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2023-Mar-16 Melio, Banking Feed quirks, Tips, 1099 for materials, Recurring Revenue
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2023-Feb-16: Cleanups, new QBO features, reconciling issues, transfer issues
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2023-01-19 Open Mic
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2022-Dec 15: New Jobs bard, business formation, trick to reconcile payroll liabilities
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2022-11-17: The power went out so we met for 2 hours instead!
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2022-Oct-20 Managing inventory, Fishbowl & other apps, automatically send reports
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2022-Sep 15: 1099s yet again darn it, real estate & rentals, QB Checking News, and Prepaid Expenses
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2022-Aug-18: Everyone bombards Alicia with questions and won't stop
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2022-Jul-21: Bulk QBO subscriptions, Apps + Affiliate Codes, dealing with delinquent tenants
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2022-Jun-16 Clearing Accounts, QBO vs. QBDT, Q&A
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2022-May-19: Search tips, Uncleared Transactions
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2022-Apr-22: QBO vs. Bookkeeper training, converting from QBDT to QBO, intercompany loans
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2022-Mar-17: Intuit Biz Net, Starting a bookkeeping practice, QBOA & Certs, Biz Ins, & Reconciling
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2022-Feb-17: Banking Rules, Books Review, Excel Exports, and that's just the first 20 minutes
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2022-Jan-20 New folks, 1099 kerfuffle, the Accounting Behind the Scenes
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2021-Dec-16 Intuit News, Round Robin, new member introductions
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2021-11-18 Royalwise changes, 1099s, the Business View, all kinds of stuff
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2021-Oct-20: Round Robin
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2021- July 15
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2021-June-17: A private appt for one member!
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2021-May-20: The Audit Log, emailing PDFs, Prepaid Expenses, Recurring Transactions
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2021-Aug-19: Open to Bronze & Cleanup Essentials + Vendor Refunds
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2021-April-15: Just Q&A
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2021-Mar-18: Word Styles!
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2021-Feb-17: Round Robin, Yum!
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2021-Jan-20: Round Robin
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2020-Dec-17: Round Robin Open to Bronze Members
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2020-Nov-19: QB Cash, Budgeting for loans, $0 Sales Receipts, Biz Performance Graphs
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2020-Oct-15: Q&A, then Banking Feed Options
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2020-Sept-17: QuickBooks Labs and QBO Q&A
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2020-Aug-20 Payment Options and QBO Q&A
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2020-Jul-16: Subcustomers, Classes, Projects, Locations, and Tags
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2020-Jun-18: Personal Support
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2020-May 21: Pivoting as the world changes
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2020-Apr-17: The Covid-19 PPP Loan, and Reconciling strategies
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2020-Mar-19 - Bartering, Zoom meetings, and our Phone app
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2020-Feb-20 Use the Matrix app to watch our videos from anywhere!
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2019 - Dec-19: Office Hours
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2019-Nov-21: Your Questions Answered, What's New
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2019-Oct-17: What's hot in QBO - Receipts, Mileage Tracker, Gmail, and Business Performance
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2019-Sept-19: Client Questions Answered
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2019-Aug-15: The Joys of Summer
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2019-July-18: QBO's new Receipt Capture, and how to use your monthly free class coupon
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2019-May-16: How to automate QBO so you can go enjoy your Spring
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2019-Apr-18 - Customized Reports
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2019-Mar-21: Marching toward Taxes
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2019-Feb-21: Coupons, Why QBO?, Pricing Strategies, and Alicia's Favorite Apps!
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2019-Jan-17: 1099s and Tax Time File Review (and New Year's Resolutions)
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2018-Dec-20: Christmas Presents for your Business, a tour of the Mentorship Interface and Resources
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2018-Nov-17: New Features in QBO
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Alicia Katz Pollock