Margie Remmers-DavisEvery podcast appearance, updated as new ones drop

Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program's transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn't make it into last week's episode. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot (00:00) - Welcome Back Catch Up (01:15) - ProPartner Paradox Setup (05:24) - Why The Name Change (08:43) - Pricing Shock Story (15:26) - Partner Means Affiliate (22:10) - Badges Vs Benefits (25:45) - Directory Leads Changes (27:32) - Spam Kills Lead Form (29:15) - Directory Future Changes (31:06) - Tier Requirements Debate (33:50) - Better Client Matching (34:57) - Fall Points Preview (35:45) - Certification Season Timing (38:17) - New Tier Benefits (41:50) - Expanded Support Hours (44:36) - Closing Thanks Intuit (46:25) - CAS Academy Update (50:18) - Alicia Fall Training Plans (51:31) - Final Wrap Up LINKS New QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/ The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/ July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907 CAS Academy https://goakadian.com/cas-academy 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit. Sponsors UNC - https://uqb.promo/unc (00:00) - Introduction and Hosts (00:36) - Importance of Feedback (01:24) - History of QuickBooks Feedback Systems (02:01) - Current Feedback Methods (03:04) - Feedback Processing and Action (04:43) - Using Loom for Feedback (06:36) - Introduction to Canny Boards (10:14) - Navigating the Canny Boards (17:59) - Submitting Effective Feedback (19:13) - Encouragement to Use Canny Boards (21:51) - Upcoming Events and Classes (25:52) - Conclusion and Final Thoughts LINKS Check out Canny at intuit.canny.io Alicia’s current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907 , recording with CPE QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907 , recording with CPE Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907 , recording with CPE Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907 Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907 Margie’s Free Class Friday: www.akadian.com/lockerroom 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/@UnofficialQuickBook

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 (11:57) - QuickBooks Online for Accountants Beta (19:54) - Accountant Users Join Business Network (22:04) - Customer Center Beta Test (22:34) - Introduction to Customer Filters (23:46) - Feedback on the Money Bar (25:14) - New Search Filter Features (26:03) - Customer Status and Types (26:56) - Billing City Filter and Search Bar Issues (29:35) - Customizing Columns and Filters (31:15) - Advanced Transaction Search (36:00) - Upcoming Events and Conferences (38:52) - 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

In this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actually prepare you to do bookkeeping work, this conversation is for you. Margie shares her incredible journey from stay-at-home mom to bookkeeping educator, and we dive deep into how she's revolutionizing the way people learn QBO and bookkeeping. In this episode you’ll hear: How Margie went from a devastating divorce to building a thriving education company that's changing how bookkeepers learn The truth about the QBO ProAdvisor certification How AI is going to change bookkeeping jobs and what you need to know right now to protect your career and stay relevant Resources mentioned in this episode: Acadian Accounting Education: https://www.akadian.com "Everything Doc" Guide : https://www.akadian.com/everything QBO Gym Locker Room: https://www.akadian.com/lockerroom Books Match: https://www.booksmatch.us Meet Margie Pressure is the only way to form diamonds. Margie Remmers-Davis, known as the Aha Queen of Accounting Education, is transforming what many consider a dry, boring subject into something practical, hands-on, engaging, and fun! After an unexpected divorce forced her to start over, she uncovered major gaps in accounting education while rebuilding her career through bookkeeping. Drawing on her background in software training, she founded Akadian Accounting Education, which has since empowered over 20,000 bookkeepers with the confidence, clarity, and skills to thrive. In recognition of its rapid growth and impact, Akadian was named to the prestigious Inc. 5000 list of America’s fastest-growing companies. Connect with Margie 👥 Linkedin: https://www.linkedin.com/in/margie-remmers/ 📺 YouTube: https://www.youtube.com/@akadianeducation Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily. *This episode was live streamed* Sponsors (00:00) - Welcome to the 100th Episode Celebration! (00:37) - Meet the Community and Hosts (01:34) - The Origins of the Podcast (04:59) - The Unofficial Nature and Honest Conversations (05:50) - Hector's Words of Wisdom (07:51) - The Importance of Collaboration (11:52) - Favorite Episodes and Memorable Moments (23:56) - Embracing Change and Innovation (31:17) - Feedback on Beta Testing (31:53) - Rant on Sample Company Updates (34:37) - Live Classes and Feedback Flooding (35:48) - Challenges in Training with QuickBooks (38:24) - Adapting to Changes in Training (41:51) - Outsourcing and Global Workforce (44:49) - Future of QuickBooks and AI (46:43) - Engaging with the Community (56:08) - Conclusion and Call to Action Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email: unofficialquickbookspodcast@gmail.com Our Top 10 favorite episodes: uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Do uqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern age uqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the US uqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garcia uqb.show/64 Sasan Goodarzi’s keynote address from Intuit Connect https://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia’s book: http://royl.ws/QBDT_to_QBO Listen to Hector

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts. Sponsors (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:34) - Company Updates and Good Problems (01:08) - Interface Changes in QuickBooks (03:30) - New Features in QuickBooks Expenses (08:20) - Settings and Notifications (18:12) - Banking Feed Enhancements (22:13) - Error Correction and New Feature Introduction (22:28) - Request Info Button in Banking Feed (26:14) - Intuit Drive and Document Storage (29:51) - Rumors and New Features in QuickBooks (34:02) - QuickBooks Time Integration (35:39) - Fusion: The New Interface (41:05) - Upcoming Events and Announcements Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email: unofficialquickbookspodcast@gmail.com Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907 Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025 Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday! Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory. Sponsors Debits - https://uqb.promo/debits Human at Scale - https://uqb.promo/human (00:06) - QuickBooks ProAdvisor Certification Overview (01:28) - Benefits of Certification (02:55) - ProAdvisor Directory and Points System (05:45) - Recertification Process (10:57) - Recertification Tests and Tips (18:36) - Importance of Certification (19:21) - Credly Badges and ProAdvisor Title (27:35) - Conclusion and Upcoming Events Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email: unofficialquickbookspodcast@gmail.com Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everything If you need help recertifying because the Intuit training doesn’t match your learning style: www.akadian.com/recertify Past episode about Intuit Academy, Nov 2024: https://uqb.show/66 Alicia’s QBO Mobile App class on May 13, 2025: Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registration Enroll for class recording with CPE: http://royl.ws/QBOMobile Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcoming "Fusion" interface redesign that will completely transform how users navigate and interact with QuickBooks Online. Sponsors Human at Scale - https://uqb.promo/human Debits - https://uqb.promo/debits (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:46) - Granular Access for Firm Members (04:08) - Client IDs in QuickBooks Online (06:04) - Bill Pay Onboarding Enhancements (10:00) - QuickBooks Payments Integration (14:53) - Resolution Center in QuickBooks Online (17:40) - Amazon Business Integration (22:04) - Personal Cloud Backup (28:59) - New Ways of Copying Journal Entries (33:07) - Modernizing QuickBooks Online's Code Base (41:01) - Upcoming Features and Roadmap for PayPal Integration (42:00) - Introducing the Fusion Interface (54:03) - Training and Resources for QuickBooks Users Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email: unofficialquickbookspodcast@gmail.com Alicia’s Links Credit Cards in QBO course: http://royl.ws/QBO-credit-cards QuickBooks Payments course: http://royl.ws/QB-Payments-Course QuickBooks Mobile app course: http://royl.ws/QBOMobile Margie's Links The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/ Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Margie explore recent changes the found to QuickBooks Online, including the new Tap to Pay feature, sales tax payment capabilities, and enhanced migration limits for desktop to online conversion. They discuss interface updates like the modern balance sheet view and new receive payments screen, while sharing useful features that have been available but often overlooked. Sponsors (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:24) - New Features in QuickBooks (05:37) - Enhanced Products and Services (06:52) - Grouping Billable Time in Invoices (11:26) - QuickBooks Live Expert Assist (14:42) - Client Transfer Between QBOA Accounts (15:52) - Retirement Contributions Update (17:12) - Interface Updates and New Screens (22:00) - Balance Sheet Profit and Loss in Modern View (23:50) - Feedback on Modern View Reports (29:37) - Unreproducible Features (29:53) - QuickBooks Payments and Reconciliations (39:12) - Turning Invoice to Credit Memo (40:55) - The Locker Room Community (42:46) - Upcoming Events and Training GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/ Alicia’s links Converting from QBDT to QBO class: http://royl.ws/QBDT2QBO Converting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBO Margies Links The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/ Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/ Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories to new banking feed enhancements and reporting features, they highlight both permanent updates and experimental features that appeared briefly. Sponsors Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF) Settle - https://uqb.promo/settle TeamUp - https://uqb.promo/teamup (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:32) - Intuit Enterprise Suite Referral (05:40) - Fixed Asset Subcategories (08:33) - Preventing Duplicate Revenue (10:34) - New Reports Submenu (12:19) - Enhanced Split Transactions Window (15:14) - QuickBooks Payments and Fees (17:01) - Payroll Changes and Expense Mapping (19:44) - QB Bill Pay Enhancements (22:31) - Disappearing Rule Column in Bank Transactions (23:26) - Approval Status Column in Vendor Transactions (25:22) - Exciting Features That Disappeared (26:46) - Line of Credit in QuickBooks (28:24) - Fixed Asset Manager Draft Feature (29:00) - GoPayment Tap to Pay for iPhone (31:53) - Changes to QuickBooks Checking Deposit Account (37:31) - What's New With Margie and Alicia (41:59) - Alicia Won Some Awards! (43:44) - Conclusion and Sign Off Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com Links Discussed in Episode GoPayment now has Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/ Alternative Payment options: Anchor: https://join.sayanchor.com/iX6Hba Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock Alicia’s classes: Reconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBO Credit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cards Margie’s Classes: Bookkeeping Accelerator: https://fastandeasyqbo

Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as developments in e-commerce integrations and Credit Karma financing options. Sponsors Bluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle TeamUp - https://uqb.promo/teamup (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:49) - Margie's Background and Journey (05:19) - Biometric Logins and Modern Report View (07:12) - Add a Note in Modern Report View (09:59) - Payroll Updates and Enhancements (16:06) - E-commerce and Inventory Integrations (21:14) - PayPal Integration and App Transactions (24:45) - Limitations of Current System (25:47) - Exciting New Feature: Printing Bills (26:17) - Expense Claims and Bill Pay Updates (30:15) - QuickBooks Time Settings (33:45) - Financing Options with Credit Karma (44:05) - New Features and Updates Recap Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com Links/Apps Mentioned in this episode: http://royl.ws/yearend http://royl.ws/QBO1099 https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online https://royalwise.com/ https://akadian.com/ Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding