Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.

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• (00:00) - Introduction and Guest Welcome
• (00:56) - Intuit Connect Conference Overview
• (01:32) - Changes in QuickBooks and Intuit's Strategy
• (02:03) - AI Integration in QuickBooks
• (05:26) - The New Customer Hub and MailChimp Integration
• (06:54) - Concerns About AI and QuickBooks Ecosystem
• (12:10) - ProAdvisors' Role in the AI Era
• (19:44) - Addressing Reporting and Automation Issues
• (27:43) - The Future of QuickBooks Online Accountant
• (28:21) - New Features and Paid Tiers
• (29:24) - Intuit Accountant Suite Overview
• (30:40) - Core and Accelerate Versions
• (30:54) - Client Management and Dashboards
• (33:22) - Practice Management Tools
• (34:01) - Intuit's Market Strategy
• (38:04) - ProAdvisor and QuickBooks Live
• (40:31) - Quicken's Comeback
• (43:34) - AI and Automation in Accounting
• (53:52) - Intuit's Future Plans and Innovations
• (56:44) - Conclusion and CPE Information

Show Notes

Coming soon!

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Connect with Alicia Katz Pollock!
https://www.linkedin.com/in/aliciakatzpollock/
https://royalwise.com/

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page