Unofficial QuickBooks Accountants Podcast

Alicia and Matthew “Spot” Fulton recap Intuit’s latest In the Know webinar, starting with why accountants should move to Intuit Accountant Suite now, ahead of the ProPartner Accountants launch and the December 31 end of QuickBooks Online Accountant. They cover Books to Advice, which pulls QuickBooks Online data straight into ProConnect and Lacerte tax projections, and a new payroll feature that imports hours from third-party time tracking spreadsheets. They also look at the new client list columns, consolidation that now carries over documents, reports, and team members, and the HR resource center expanding to all Workforce levels.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix

• (00:00) - Welcome and Format
• (00:45) - What Is In the Know
• (02:52) - Community News and Events
• (04:33) - ProPartner Transition Tips
• (07:31) - Workforce Payroll and HR
• (09:15) - Awards and Webinar Lineup
• (12:17) - Books to Advice Tax Planning
• (17:58) - Payroll Spreadsheet Uploads
• (23:00) - Accountant Suite Updates
• (26:53) - Consolidation and Accelerate
• (35:58) - Around the Corner Wrap-Up
• (36:39) - Hosts Updates and Closing

LINKS

Link to event: https://intuit.ondemand.goldcast.io/on-demand/71a2f905-626f-448d-8f87-ea9262a76e7a

Handouts: https://staticassets.public-pr50.goldcast.io/event/71a2f905-626f-448d-8f87-ea9262a76e7a/resources/po7YmXbGTOK84ynNbW9T_October2026_ProAdvisor_InTheKnow_Handout.pdf

Our episode with Jeff Siegel, 2026 Top ProAdvisor: http://www.uqb.show/108

Alicia’s Upcoming Classes:

Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:

• Nov 10 - Dec 8: Accounting LifeCycle with Mariette Martinez: https://learn.royalwise.com/visitor_catalog_class/show/2637279/The-Accounting-Life-Cycle-with-Mariette-Martinez
• Nov 13: QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907
• Nov 24: QB Time Course: http://royl.ws/qbtime?affiliate=5393907
• Dec 2: 1099s in QBO: http://royl.ws/QBO-1099
• Dec 9: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
• Dec 15: Year-end Cleanup for Taxes: http://royl.ws/QBOYearEnd

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 Kathy Grosskurth of Bookkeeping Clean and Simple, two self-described bank feed geeks, walk through the revamped QuickBooks Online bank feed and the controls that let accountants decide how much to trust the AI. They cover the green, blue, and orange review signals, draggable columns, drag-and-drop attachments, grouping and sorting for large cleanups, new keyboard shortcuts, and automatic transfer pairing. They also dig into the new policy reviews and accounting settings, where each client’s required fields, review thresholds, and capitalization rules can be set.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix

• (00:00) - Welcome and Introductions
• (00:53) - Why Bank Feeds Matter
• (01:52) - AI Reset and Retraining
• (04:27) - Review Signals Explained
• (07:43) - Categorization History Tricks
• (08:45) - Customize the Banking Grid
• (12:21) - Attach Receipts Fast
• (15:07) - More Baby Gear Settings
• (18:06) - Warnings and Best Practices
• (21:12) - Batching With Group and Sort
• (23:35) - Posted Tab Auto Matching
• (25:54) - Keyboard Shortcuts and Focus Mode
• (28:08) - Account Switcher and Reorder
• (34:08) - Transfer Pair Matching
• (35:30) - Policy Reviews and AI Controls
• (41:29) - Guest and Host Updates
• (43:51) - Wrap Up and How to Engage

LINKS

Alicia’s Bank Feeds Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
Find us at Intuit Connect in Booth 60!

Connect with Kathy Grosskurth:
Email: kathy@bookkeepingcleanandsimple.com
Website:https://www.bookkeepingcleanandsimple.com/
YouTube:https://www.youtube.com/c/KathyGrosskurth/?sub_confirmation=1
Schedule an Initial Discovery Phone Call:https://calendly.com/kathygrosskurth/freeconsult

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

Come find Royalwise in the Expo Hall at booth 60 at Intuit Connect!

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

With the economy and the profession in flux, Alicia welcomes Michelle Weinstein, founder of The Abundant Accountant, to explain how scarcity thinking leads accounting firm owners to discount, give away free advice, and take on the wrong clients. Michelle breaks down the difference between marketing and sales, why every prospect should be qualified and diagnosed before a meeting, how to price on the value of the problem rather than your hours, and how to build confidence to re-enroll existing clients at higher fees. She also ties it all back to exit strategy, showing how the same habits that raise profitability also raise the multiple a buyer will pay for your accounting firm.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix

• (00:00) - Scarcity vs Abundance
• (01:33) - Meet Michelle Weinstein
• (02:52) - Words Shape Reality
• (07:01) - Stop Undervaluing Work
• (11:35) - Marketing vs Sales
• (14:01) - Qualification and Diagnostics
• (19:21) - Value Based Pricing
• (24:48) - Raise Fees Confidently
• (31:06) - Build for Acquisition
• (35:27) - Wrap Up and Next Steps
• (36:53) - Whats Going On
• (38:11) - Events and Closing

LINKS

•

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 is joined by Margie Remmers-Davis to round up the small QuickBooks Online changes they spotted between July and September, from the new jurisdiction-based sales tax report and the rare midyear IRS mileage rate increase to 76 cents, to QuickBooks Payroll becoming QuickBooks Workforce with a dedicated time off center and certified payroll reports. They also dig into bank feed posting policies and capitalization thresholds, the early-stage Customer Hub CRM, the AI-generated review summary, bulk chart of accounts cleanup, and new bill pay remittance and Vendor Direct options.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix

• (00:00) - Welcome and Format
• (02:20) - New Sales Tax Report
• (03:53) - Mileage Rate Update
• (05:08) - Intuit Experts Tweaks
• (06:45) - Workforce Payroll Settings
• (10:42) - Bank Feeds Controls
• (13:31) - Posting Policies and AI
• (18:49) - ProAdvisor Tax Exemptions
• (19:29) - Undo Reconciliations Safely
• (23:49) - Customer Hub and CRM
• (27:10) - Intuit Spreading Too Thin
• (28:15) - When Built In CRM Helps
• (30:22) - New Customer Relationship Fields
• (33:34) - Customize QBO Interface
• (37:19) - Advanced Search Filters
• (39:06) - AI Review Summary Report
• (43:00) - Chart Of Accounts Cleanup
• (45:56) - Vendor Direct Explained
• (48:09) - Community Links And CPE
• (49:12) - New Nonprofit Course Launch
• (51:55) - Intuit Connect And Wrap Up

LINKS

Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:

• Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
• AI in QBO: http://royl.ws/AI?affiliate=5393907
• Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907

Margies nonprofit class!
https://goakadian.com/nonprofits

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 Matthew "Spot" Fulton recap Intuit's September In the Know, where most of the session focused on the ProPartner Accountants program that replaces ProAdvisor in early 2027. They break down the five tiers, how points are earned, the new three-year revenue share, which certifications never need renewing, and why the timing of your first certification matters this fall. They also cover delegated onboarding for QuickBooks Payments and Bill Pay, plus the new tax return dashboards for ProConnect Tax users in Intuit Accountant Suite Accelerate.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp

• (00:00) - Welcome and Format
• (01:53) - How In the Know Works
• (02:39) - Community News and Events
• (05:14) - ProPartner Program Overview
• (06:55) - IAS Benefits and Support
• (13:42) - Revenue Share and Referrals
• (18:32) - Tiers Points and Certifications
• (31:14) - Delegated Bill Pay Onboarding
• (38:11) - ProConnect Tax Planning Insights
• (45:24) - Whats Around the Corner
• (46:04) - Alicias Upcoming Classes
• (49:06) - Wrap Up and Thanks

LINKS

• Handout: https://staticassets.public-pr50.goldcast.io/event/6c8877ca-5f12-409a-808e-1df07754fc97/resources/1qXVtA2Sd7fNo6qGpV3A_September2026_ProAdvisor_InTheKnow_Handout.pdf

• Enabling Client Tax Insights in IAS: https://quickbooks.intuit.com/learn-support/en-us/help-article/tax-planning/enabling-accessing-client-tax-insights-intuit/L7f57S24k_US_en_US

Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:

• Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
• QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907
• QB Time Course: http://royl.ws/qbtime?affiliate=5393907

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

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot

• (00:00) - Follow the Money Setup
• (01:32) - Q4 Scoreboard and Guidance
• (02:47) - Customer Growth Slowing
• (03:22) - QuickBooks Free and Lite
• (05:11) - Moving Upmarket Fast
• (06:30) - Accountants Drive Enterprise
• (07:38) - Accountant Suite and Advisory
• (08:45) - AI Native and Oversight
• (10:16) - Money at the Center
• (11:34) - Desktop and Mailchimp Watch
• (13:17) - Next Four Quarters Checklist
• (15:07) - Three Practical Actions
• (16:15) - Closing and Royalwise Updates

LINKS

Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:

• Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
• AI in QBO: http://royl.ws/AI?affiliate=5393907
• Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907

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 Hector Garcia catch up on a full year of Intuit Enterprise Suite development, covering multi-entity consolidation with automatic eliminations, dimensions that now span every transaction (including a new AI dimension backfill for historical data), and construction features like WIP reporting, negative change orders, and AIA-style billing that now surpass QuickBooks Desktop Enterprise. They also dig into what's coming next for manufacturing and inventory, including multiple units of measure, and run through the IES features that have already trickled down into QBO Advanced, like cost groups, project phases, and proposals.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick

• (00:00) - Welcome and Setup
• (02:55) - What Is Enterprise Suite
• (08:11) - Pricing and User Limits
• (10:14) - Dimensions Deep Dive
• (11:26) - Multi Entity Consolidation
• (12:45) - Eliminations and Automation
• (16:59) - Chart of Accouants Control
• (19:28) - Construction Feature Leap
• (20:32) - WIP and Change Orders
• (21:33) - Permissions and Project KPIs
• (23:57) - AI Budget Imports
• (25:38) - AIA Billing and Roadmap
• (27:22) - Inventory and Manufacturing Push
• (31:45) - Nonprofit Future Plans
• (34:42) - August Dimension Updates
• (35:51) - AI Dimension Backfill
• (37:56) - Features Coming Downstream
• (38:24) - Cost Groups in Advanced
• (41:37) - Project Phases Pros Cons
• (43:59) - Proposals and E Signatures
• (45:58) - Calculated Fields and Orders
• (47:39) - Item Receipts Workflow
• (50:48) - Wrap Up and Next Recap
• (53:57) - Final Thoughts and Farewell

LINKS

Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:

• Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
• AI in QBO: http://royl.ws/AI?affiliate=5393907
• Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
• Come to Miami in November! http://events.reframeaccounting.com
• Check out Hector’s RightTool: http://www.righttool.app

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 sits down with Jessica McKellar, CEO and founder of Pilot, to unpack Meridian, the AI accounting platform built over a decade and stress-tested across thousands of month-end closes before its public launch this year. Jessica walks through how it handles reconciliations, supporting schedules, and firm-specific policies natively, executes both recurring close checklists and ad hoc requests like revenue restatements, and why she thinks the shift will let accountants spend less time on mechanical work and more on judgment and advisory, changing how firms and individual accountants get paid in the process.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot

• (00:00) - Welcome and Guest Intro
• (00:43) - Pilot Mission and Origins
• (03:49) - Meridian Explained
• (05:30) - Who Meridian Is For
• (08:35) - Purpose Built Close Engine
• (09:57) - Reconciliations and Controls
• (16:01) - Iron Man Suit for Accountants
• (19:00) - Setup and Daily Workflow
• (22:49) - Data Feeds and Integrations
• (25:02) - Stripe Rev Rec and Ecommerce
• (27:33) - Autonomous Close and Review
• (34:40) - Modules and Ad Hoc Tasks
• (40:21) - Economics and Industry Impact
• (42:35) - How to Learn More
• (44:16) - Whats Going On in Your World
• (47:43) - Wrap Up and Farewell

LINKS

• AI in QBO: http://royl.ws/AI?affiliate=5393907
• Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907

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

For UNQBA's third anniversary, Alicia welcomes back the podcast's original co-host, Hector Garcia, to look at how the industry has shifted since they started, from the rise of AI-native ledger alternatives like Xero, Digits, and Puzzle to Intuit's course correction on QuickBooks Live and Intuit Experts after accountant backlash. They dig into what "nail the basics" actually means inside Intuit, why the human relationship in accounting still matters even as AI handles more of the busywork, and what they're each watching for out of Intuit Connect and the 2027 rollout of Intuit Accountant Suite.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick

• (00:00) - Anniversary Kickoff
• (02:03) - Industry Shifts and New Rivals
• (03:38) - AI First Accounting Platforms
• (08:04) - Spite Switching and Multi Ledger
• (10:36) - QuickBooks Live Backlash
• (14:23) - Repositioning Experts and Value
• (19:59) - Markets Are Conversations
• (25:38) - Training and ProPartner Future
• (29:48) - Accountants Split on AI
• (36:47) - Human Value in an AI World
• (41:10) - Hector Updates Right Tool Reframe
• (45:51) - Alicia Courses and QBO Deep Dives
• (48:47) - Wrap Up and Next Episode

LINKS

Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:

• Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
• AI in QBO: http://royl.ws/AI?affiliate=5393907
• Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
• Come to Miami in Novemeber! http://events.reframeaccounting.com
• Check out Hector’s RightTool: http://www.righttool.app

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 Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot

• (00:00) - Welcome and Updates
• (01:12) - What Is In the Know
• (03:34) - CPE and How to Watch
• (04:19) - ProAdvisor News and Webinars
• (06:33) - Intuit Connect and Workforce Updates
• (09:21) - Enterprise Suite Polls and Wishlist
• (13:47) - IES Intercompany Automation
• (18:40) - Dimensions and Reporting Upgrades
• (21:44) - Early Access and Beta Features
• (23:36) - Sales Tax Reports Overhaul
• (29:32) - New Sales Tax Reports
• (31:58) - Drilldowns and Custom Views
• (33:53) - Whats Coming Next
• (35:52) - Automated Tax Filing Notes
• (36:11) - Construction Project Phases
• (38:55) - AIA Billing Workflow
• (40:55) - Change Orders Upgrade
• (44:02) - Playbooks in IAS
• (47:28) - Client Setup Templates
• (49:57) - Rollout Questions and Pricing
• (53:18) - Resources and Toolkit
• (54:26) - Hosts Updates and Wrap

LINKS

Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:

• AI in QBO: http://royl.ws/AI?affiliate=5393907
• Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
• Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907

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 hits the road with a series of "woman on the street" interviews recorded at BDO's Evolve conference, WAVE Seattle, and Scaling New Heights. This episode covers her question about the most impactful change attendees made this year, with answers ranging from hiring key staff and switching tax software to setting boundaries with clients and finding new ways to give back to the community, painting a picture of an industry investing as much in its people as its tech stack.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick

• (00:00) - Podcast Setup
• (01:18) - Giving Back Stories
• (02:06) - Big Goals Achieved
• (03:20) - Personal Growth Wins
• (04:45) - New Client Services
• (06:18) - Hiring And Delegation
• (08:43) - Tech Changes In Firms
• (10:50) - Wrap Up And Next Series
• (11:19) - Host Update And Training

LINKS

The Conferences where these clips were recorded:

• BDO EVOLVE 2026: https://conference.bdoalliance.com/
• WAVE-Seattle: https://www.instagram.com/wave.seattle/
• Scaling New Heights: https://www.woodard.com/scaling-new-heights-2027-about

Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:

• AI in QBO: http://royl.ws/AI?affiliate=5393907
• Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
• Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907

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 Matthew "Spot" Fulton break down the August pricing changes and the features behind them, from smarter bank feed matching and locked parent accounts to Bill Pay Elite now included in Advanced at no extra cost. Alicia also shares her own list of under-the-radar upgrades, like invoice deposits held as true liabilities and drag-and-drop bill capture, that she used to answer a Redditor questioning the price hike, plus a fraud warning on why bill approval workflows are worth turning on now.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot

• (00:00) - Cold Open and Introductions
• (00:34) - Where’s the Beef Pricing vs Features
• (01:48) - Interface Changes and Faster Fixes
• (03:03) - Canny Board and Feature Feedback
• (04:24) - How We Message Clients
• (05:59) - Pricing FAQ Article Walkthrough
• (06:26) - Bank Feeds Smarter Categorization
• (08:15) - PayPal Matching and Duplicates
• (09:15) - Docs Requests and Bank Feed Tweaks
• (09:59) - Lock Parent Accounts
• (10:25) - Invoicing Automation and Reminders
• (11:20) - Bulk Edits and Payment Alerts
• (11:46) - Intuit Experts and Expense Policies
• (14:08) - Modern Reports and Management Packs
• (14:37) - Intuit Assist Business Intelligence
• (15:57) - KPIs Dashboards for Essentials Plus
• (16:54) - What’s New in QBO Advanced
• (17:03) - Advanced Reporting Suite Forecasting
• (17:41) - Bill Pay Elite Included in Advanced
• (18:28) - Construction and Project Features
• (19:30) - Continuously Clean Books Explained
• (20:54) - New Pricing Table Breakdown
• (21:47) - Which AI Features by Tier
• (24:07) - Intelligent Onboarding and Add Ons
• (25:06) - Bill Pay Basic vs Elite and ACH
• (26:12) - Affirm Buy Now Pay Later
• (27:27) - Autopilot Invoicing Beta
• (27:58) - Unprocessed Payments Warning
• (29:56) - Pricing Tiers Recap
• (31:12) - When Price Changes Hit
• (33:25) - Bill Pay Pricing Overhaul
• (35:11) - Fraud Prevention Workflows
• (36:56) - ProAdvisor Discounts Notes
• (37:50) - Features Justify Increase
• (38:47) - Customer Hub And Scheduling
• (39:57) - Deposits And Recurring Payments
• (41:46) - Inventory And Banking Feeds
• (43:23) - Drag And Drop Bill Capture
• (45:53) - Custom UI And Smart Search
• (47:18) - Modern Reports Resolution Center
• (49:23) - Wrap Up Classes And Projects

LINKS

New QuickBooks Pricing: https://www.firmofthefuture.com/product-update/quickbooks-price-changes/

August Product Updates:
https://www.firmofthefuture.com/product-update/quickbooks-online-improvements-august-2026/#feedback

Alicia’s upcoming classes:

• Intuit Enterprise Suite, Aug 19 but date might change: http://royl.ws/intuit-enterprise-suite
• Battle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration
• AI in QBO: http://royl.ws/AI
• Intuit Accountant Suite in Sept: http://royl.ws/IAS

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

QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick

• (00:00) - Welcome and Setup
• (01:12) - QuickBooks Live Ends
• (02:47) - What Makes an Expert
• (07:08) - Firm of the Future Article
• (11:03) - Who Intuit Experts Serve
• (13:41) - Pro Partner Matching Network
• (15:35) - Services Built Into QBO
• (17:31) - Breaking Down New Services
• (21:36) - Consent and Default Off
• (25:57) - Intelligent Onboarding
• (28:50) - Cross Sell and Workforce
• (34:18) - Do They Compete With Firms
• (38:16) - Marketing Toggle Recap
• (38:52) - Unknown Accountant Status Rules
• (40:17) - Overlap Services Confusion
• (43:52) - Onboarding Versus Suppression
• (45:52) - Where Controls Live
• (46:28) - Client Versus Firm Billing
• (49:55) - Expert Hub Visibility
• (52:51) - QuickBooks Live Rebrand
• (56:39) - Why Intuit Changed Course
• (59:42) - What To Do Now
• (01:05:11) - ProPartner And Suite Updates
• (01:06:40) - Wrap Up And Community
• (01:07:32) - Hosts Updates And Outro

LINKS

• Intuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/
Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/

Alicia’s upcoming classes:

• 3rd Party App Exploration, Aug 12: http://royl.ws/3rdparty
• Intuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suite
• Battle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration
• AI in QBO: http://royl.ws/AI
• Intuit Accountant Suite in Sept: http://royl.ws/IAS

Dan’s School of Bookkeeping blog on AI/Claude:

• Connect Claude to QuickBooks Online?: https://www.schoolofbookkeeping.com/blog/QBOClaude
• What Specifically can Claude do in QuickBooks Online: https://www.schoolofbookkeeping.com/blog/what-specifically-can-claude-do-in-quickbooks-online
• No, AI Isn't Coming for Your Bookkeeping Job: https://www.schoolofbookkeeping.com/blog/AIinAccounting1
• The Blind Spots Automation Can't See (Yet): Where QuickBooks AI Still Needs a Human: https://www.schoolofbookkeeping.com/blog/AIinAccounting2
• How to Become the Human Your Clients (and Their AI) Actually Need: https://www.schoolofbookkeeping.com/blog/AIinAccounting3
• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
• Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
• QB Power Hour: https://www.qbpowerhour.com/

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 sits down with Karla Uribe, Intuit's Director of Product Management for the Accountant Segment, to unpack the vision behind Intuit Accountant Suite. They dig into the new Books Close and Client Insights features, how pricing and the ProPartner tiers will work, and what migrating from QBOA actually looks like in practice. Karla also addresses the AI skepticism accountants have voiced online and shares what she hopes the platform will mean for firms two years from now.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix

• (00:00) - Welcome and Guest Intro
• (01:15) - Karla Role and Motivation
• (02:48) - Why Intuit Accountant Suite
• (05:38) - Feedback Shaping Features
• (09:52) - AI in QuickBooks Reality Check
• (13:01) - Fitting IAS Into Tech Stacks
• (16:48) - Multi Platform Vision
• (18:43) - Switching From QBOA to IAS
• (23:21) - New Features and Pricing Window
• (25:10) - Books Close Overview
• (26:13) - Books Close Workflow Details
• (28:53) - Templates and Firm Standards
• (31:42) - Co-Building With Accountants
• (34:31) - Client Insights Pricing
• (36:16) - Inside Client Insights Dashboard
• (38:38) - Benchmarks And Niche Trends
• (41:02) - Avoiding Dashboard Overload
• (43:38) - From Compliance To Advisory
• (45:22) - Real Anomaly Detection Story
• (47:23) - Reliability Nail The Foundations
• (49:56) - Staying Updated And Changelog Idea
• (51:35) - AI Features That Change Firms
• (54:14) - Lightning Round Favorites
• (57:00) - Myths About Intuit Listening
• (58:26) - Wrap Up And Whats Next

LINKS

• Intuit Connect ON: Firm of the Future
• https://www.firmofthefuture.com/
• Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/
• Intuit Connect Conference, Oct 26-28: https://www.intuit.com/intuitconnect/
• Dan & Alicia’s deep dive into Books Close and IAS: uqb.show/130
• Margie & Alicia pontificate about “ProAdvisor” vs. “ProPartner”: uqb.show/150

Alicia’s upcoming classes:

• 3rd Party App Exploration, Aug 12: http://royl.ws/3rdparty
• Intuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suite
• Battle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration
• AI in QBO: http://royl.ws/AI
• Intuit Accountant Suite in Sept: http://royl.ws/IAS

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 Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix

• (00:00) - Welcome and Introductions
• (01:12) - Why Now You Know
• (02:58) - Community News Roundup
• (05:11) - Intuit Connect Details
• (05:41) - Product Improvements Poll
• (06:54) - Speed Issues and Router Tips
• (08:17) - Meaningful Improvements Wish List
• (10:34) - Bank Feed Matching Updates
• (13:54) - Dashboard and Shortcuts
• (16:18) - Reports and Sign In Changes
• (18:11) - AI Plus HI Services
• (19:39) - Accountants as Customers
• (22:35) - Intuit Experts Guardrails
• (27:47) - Auto On Billing Concerns
• (28:49) - Bank Feeds Expert Review
• (30:34) - Pricing Data Access Questions
• (32:34) - Accountant Suite Adoption Poll
• (34:13) - Multi Tab Workflow Upgrade
• (35:48) - Unified Inbox Portal
• (41:37) - Accelerate Firm Insights
• (45:35) - Accelerate Pricing Books Close
• (46:58) - Resources Training Wrap Up

LINKS

Handout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdf

Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/

Useful IAS resources:

• https://digitalasset.intuit.com/render/content/dam/intuit/accountant-channel/en_us/ias/from-qboa-to-ias-customer-leave-behind.pdf
• https://quickbooks.intuit.com/accountants/intuit-accountant-suite/
• https://www.firmofthefuture.com/product-update/checklist-switching-to-intuit-accountant-suite/

August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907

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 sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix

• (00:00) - Podcast Welcome Guest Intro
• (00:45) - Off Brand QBO Shirt Story
• (01:36) - How We Met At Connect
• (04:24) - TWN Origins And Auditions
• (07:05) - TWN Disbanding Impact
• (09:03) - Layoffs And Career Shifts
• (12:43) - Product Design Mistakes
• (15:25) - AI Bottlenecks And Decisions
• (17:39) - Community Collaboration Shift
• (22:13) - Canada Vs US Accounting
• (24:29) - Canadian Community Leaders
• (25:21) - Inclusive Culture And Travel Plans
• (26:16) - Training Tour Across Canada
• (27:03) - Advice For Industry Change
• (28:48) - Getting On The AI Train
• (31:16) - Tech That Fades Into Background
• (32:21) - AI Apps And Workflow Value
• (35:25) - Making Tax Digital Future
• (40:05) - Life Updates And Where To Connect
• (43:36) - QuickBooks Hands On Training Pitch
• (45:24) - Final Thanks And Wrap Up

LINKS

Reach out to Alison at https://www.linkedin.com/in/alisonball/
Listen to our episode about Intuit layoffs: uqb.show/146

July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907

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 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 Dan break down June's In the Know session, starting with the big one: QuickBooks Online Accountant is being discontinued on December 31, 2026, with Intuit Accountant Suite taking its place. They cover the modern reports rollout timeline, new consolidation and elimination tools in Intuit Enterprise Suite, and the ProAdvisor program's transformation into the tiered ProPartner Accountants program, including revenue share changes and expanded benefits.

Sponsors:
Intuit Accountants -http://uqb.promo/intuit
STR Search - http://uqb.promo/str

• (00:00) - Podcast Welcome
• (00:37) - Scaling New Heights Buzz
• (02:04) - New Sponsor Update
• (03:19) - Screen Share Format
• (04:40) - June 2026 Recap Intro
• (06:07) - ProAdvisor Awards Shoutouts
• (07:24) - QBOA Sunset Reminder
• (10:00) - Advanced Bundle Deals
• (10:39) - Events and CAS Training
• (13:02) - Modern Reports Overhaul
• (15:35) - Why Reports Are Changing
• (18:57) - Modern Reports Timeline
• (19:50) - Recent Report Fixes
• (22:42) - Customization Improvements
• (25:30) - Modern Reports Updates
• (25:45) - Canny Boards Feedback
• (26:45) - Enterprise Consolidations Demo
• (28:30) - Intercompany Eliminations Tools
• (30:34) - Early Access Beta Features
• (31:19) - Accountant Revenue Share Boost
• (32:56) - ProPartner Program Overview
• (35:22) - Support and Revenue Share Changes
• (37:46) - IAS Accelerate Top Tier
• (38:41) - Training and Team Management
• (39:38) - Community Pipeline and Awards
• (41:28) - Tiers and Readiness Poll
• (45:41) - Wrap Up and Next Steps

LINKS

In the Know Recording: https://intuit.ondemand.goldcast.io/on-demand/4e46b94e-346a-4981-9971-f4d88f47788c

In the Know Handouts: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/uiktKVQT5OYNhEwMD4uQ_June2026_ProAdvisor_InTheKnow_Handout.pdf

Previous Episodes Mentioned:
The Canny Can Can - uqb.show/125

July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907

Alicia’s book on Amazon: http://royl.ws/conversion-book

Dan’s School of Bookkeeping blog on Realm Consolidation: https://www.schoolofbookkeeping.com/blog/making-realm-consolidation-easy-a-practical-guide-for-accountants

Dan’s Links

• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
• Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
• QB Power Hour: https://www.qbpowerhour.com/

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

Intuit's Q3 fiscal 2026 earnings call was packed with numbers, and with her co-hosts sitting this one out, Alicia goes through them one by one to explain what each actually signals for bookkeepers, accountants, and QuickBooks users. She breaks down the strength of QuickBooks Online and mid-market growth, the slowdown in Desktop and Mailchimp, AI already running at scale, the shift toward assisted tax, and what the August pricing and packaging changes mean for your clients. She also steps off-script to share why she thinks Intuit raised prices before users were ready, and previews the deeper episodes coming on pricing and the ProPartner program.

Sponsors:
Intuit - http://uqb.promo/intuit
Aqqrue - http://uqb.promo/aqqrue
STR Search - http://uqb.promo/str

• (00:00) - Welcome and Setup
• (01:25) - How to Read Earnings
• (02:49) - Companywide Results
• (05:09) - QuickBooks Segment Growth
• (08:15) - QBO Plans and Pricing
• (09:33) - Services Payments Payroll
• (12:14) - Desktop and Migration
• (13:18) - Mid Market Enterprise Push
• (15:02) - Mailchimp Reality Check
• (16:53) - AI at Scale
• (17:40) - August Pricing Shakeup
• (23:07) - Accountants as Customers
• (24:51) - Workforce Cuts and Margins
• (26:41) - TurboTax Trends
• (30:43) - Credit Karma Monetization
• (34:13) - Pro Tax and Wrap Up
• (35:58) - Training Course and Goodbye

LINKS

July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907
Alicia’s book on Amazon: http://royl.ws/conversion-book

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