The QuickBooks Wizard

Send us Fan Mail Straight from The QuickBooks Wizard Podcast universe — Feedy & The Bank Feeds are back with their debut track, “Out of Sync Again.” When your bank feeds miss a beat, the whole ledger starts to groove off-time. 🎩 Wizard on keys.  💚 Feedy on vocals.  🥁 Reconciliation on drums (calculator optional). 🎧 Listen to the full album “Out of Sync Again” → [YouTube playlist link]  💫...

Send us Fan Mail When the monsters finally quiet down, the hardest one left to face is the one staring back at you.  In this episode, the Wizard and Brian explore what happens when the real problem isn’t QuickBooks… it’s our habits, shortcuts, and “I’ll-fix-it-later” moments. Through humor, reflection, and a few magical metaphors, you’ll discover how to stop battling your books and start working w...

Send us Fan Mail When bookkeeping chaos multiplies, it’s not just one problem — it’s a Hydra. In this episode, Certified QuickBooks ProAdvisor Brian Cogan and The Wizard dive into the monster that forms when small bookkeeping mistakes start feeding each other — from sloppy bank feeds to missing receipts. You’ll learn how to recognize the warning signs early, stop the Hydra’s growth with one simple...

Send us Fan Mail Bank feeds in QuickBooks Online can be your biggest time-saver… or your biggest headache. Meet Feedy, the critter behind those green and grey lines in the Banking tab. In this episode of the QuickBooks Wizard Podcast, Brian Cogan shows you how to: Understand what the bank feed really does (Match vs Add explained) Teach Feedy your house Rules so most transactions label themselves S...

Send us Fan Mail Episode 6 – Meet the Reconciliation Monster Month-end shouldn’t feel like a battle with your books.  In this episode, Brian Cogan — host of The QuickBooks Wizard Podcast — introduces you to the Reconciliation Monster , the sly creature that shows up whenever your statements and QuickBooks balances don’t match. You’ll hear how Recon was born out of late-night bookkeeping frustratio...

Send us Fan Mail Do you have a “Miscellaneous” account in QuickBooks that just keeps growing? In this episode of the QuickBooks Wizard Podcast, Brian introduces the shapeshifting monster who loves to hide your transactions — Miscellaneous. We’ll uncover: Why the Miscellaneous account exists (and when it’s okay to use) How it quietly distorts your reports and hides the truth about your spending Rea...

Send us Fan Mail Episode 4 – The Monster With Two Faces: Cash vs. Accrual When your QuickBooks reports don’t match, it can feel like a monster is hiding in your books. In this episode of the QuickBooks Wizard Podcast , Brian Cogan introduces Accruelia, the Monster with Two Faces — cash vs. accrual — and shows how she confuses business owners who don’t know which face they’re looking at. Through st...

Send us Fan Mail Confused by QuickBooks’ “Ask My Accountant” account? You’re not alone. In Episode 3 of the QuickBooks Wizard Podcast , Brian Cogan exposes one of the sneakiest bookkeeping monsters in the ledger: the Ask My Accountant account. Too many business owners treat it like a digital shoebox — dumping mystery charges and telling themselves, “I’ll figure it out later.” The problem? Later ne...

Send us Fan Mail Receipts aren’t just paper—they’re proof. Proof of what you spent, what you can deduct, and what the IRS will ask for when they come calling. But too many business owners toss them into drawers, glove boxes, or the dreaded shoebox monster.   In this episode of The QuickBooks Wizard Podcast, Brian Cogan shares stories from 20+ years of bookkeeping: the roofer with a truck full of r...

Send us Fan Mail 🎙️ Episode 1 – Chaos to Clarity QuickBooks can feel like pure chaos — mystery balances, vague categories, and reports that never add up. In this pilot episode of The QuickBooks Wizard, we step into that mess and start turning it into clarity. You’ll meet some of the monsters that thrive in bookkeeping chaos: Miscellaneous — the formless blob that devours vague expenses and sloppy...