Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.

Sponsors
UNC - https://uqb.promo/unc

• Alicia’s upcoming classes: 
  • 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
  • QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907
• Connect with Dan
  Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
  Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
  QB Power Hour Webinar 1099 Strategies: Is QB Enough? - 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.

Sponsors
Digits - https://uqb.promo/digits

• Alicia’s QBO classes related to this episode:
• Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
• Sales Tax: http://royl.ws/SalesTax?affiliate=5393907
• QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
• QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907
• Alicia’s Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907
• Alicia’s Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907

  Rewind for backups: http://royl.ws/Rewind

  Alicia’s upcoming classes: 

  • 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
  • QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Sponsors
Digits - https://uqb.promo/digits

• Mentions in episode:
    Alicia’s Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
  Alicia’s upcoming classes: 
  • 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
  • QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390

  Dan

• Intuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA 

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.

Sponsors
Digits - https://uqb.promo/digits

• Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
• Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.

Sponsors
Digits - https://uqb.promo/digits

• Intuit’s Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_link
• In the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharing

  Alicia’s upcoming classes:

  • QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
  • Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
  • Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning client management, pricing models, hiring decisions, and even practice sales. She closes with reflections on what makes this work meaningful during a time of industry change.

Sponsors
Digits - https://uqb.promo/digits

• Alicia’s upcoming classes: 
  • Credit Cards in Business, Dec 2: http://royl.ws/QBO-credit-cards?affiliate=5393907
  • Expense Management in QBO, Dec 4: http://royl.ws/expenses?affiliate=5393907, sponsored by Forwardly (https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock)
  • QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
  • Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
  • Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe's focus on value-based conversations, and reflects on how each conference served different professional needs. Plus, hear direct feedback from conference attendees about their biggest takeaways and what Alicia learned about working nomadically while staying productive on the road.

Sponsors
Digits - https://uqb.promo/digits

Alicia’s upcoming classes: 

• QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907
• QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
• Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
• Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

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

• 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 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, 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.

Sponsors
Digits - https://uqb.promo/digits

• 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

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 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.

Sponsors
Keeper - https://uqb.promo/keeper
Digits - https://uqb.promo/digits

• Dan’s AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgents
  Accounting Agents Toolkit: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us 

  Firm of the Future Articles

  • Agentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/ 
  • Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/
  • Accounting Agent Anomaly Detection
  • https://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/
  • Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/
  • Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_US
  • Finance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US 
• Dan and Alicia’s Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% off

  Alicia’s classes including the Accounting Agents:

  • New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
  • Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
• Alicia’s Upcoming Classes:
  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

• Dan’s AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgents
  https://www.schoolofbookkeeping.com/
  Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
  Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday 

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.

Sponsors
Digits - https://uqb.promo/digits

LINKS

• https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/

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

Conferences:
https://www.afwa.org/women-who-count/
https://www.intuit.com/intuitconnect/
https://www.reframeaccounting.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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebration lunch at Intuit Connect where attendees get a free PDF. The book is available in paperback and Kindle format for $24 on Amazon, perfect for SCORE and SBDC programs, client gifts, or anyone learning QuickBooks Online.

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

Conferences:
https://www.afwa.org/women-who-count/
https://www.intuit.com/intuitconnect/
https://www.reframeaccounting.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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and weighing the risks of instant deposits and the QuickBooks Business Network. While Intuit has now added facial recognition to their verification process, this episode gives you the standard operating procedures you need to implement today to protect your practice and your clients' money.

Sponsors
Keeper - https://uqb.promo/keeper
Digits - https://uqb.promo/digits

• Previous episode, Insecurity About Security, Aug 21, 2025: uqb.show/104
• Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock
• Secure your Login SOP Blog: https://www.schoolofbookkeeping.com/blog/safeguard-your-intuit-access-a-practical-sop 
• QB Power Hour On Securing Your Login: https://www.qbpowerhour.com/09-30-25-securing-your-intuit-login 
• Workshop Wednesdays Securing Your Login: https://youtube.com/live/thf5UC3hqc4 
• Passive Aggressive Income Cohort: https://snip.ly/UnQBAPassAgg 
• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT 
• Products, Services, and Inventory, Nov 11: http://royl.ws/qbo-Inventory?affiliate=5393907
• QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907
• 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

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.

Sponsors
Digits - https://uqb.promo/digits
Assembly - https://uqb.promo/assembly

• (00:00) - Introduction: How Do You Know All This?
• (01:07) - Alicia's Origin Story: From Jewelry to QuickBooks
• (04:07) - Teaching and Technology: The Early Years
• (06:25) - Transition to QuickBooks: The Turning Point
• (11:29) - Building Expertise: From Troubleshooting to Training
• (13:35) - The Rise of Royal Wise: Adapting to COVID
• (25:45) - Staying Updated: Communities and Resources
• (31:14) - Conclusion: Sharing Knowledge and Upcoming Events

• New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
• Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?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

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

Sponsors
Digits - https://uqb.promo/digits

Assembly - https://uqb.promo/assembly

AFWA - https://uqb.promo/afwa

Converting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.

LINKS

• Alicia’s book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO 
• QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 
• New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
• Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
• Women Who Count Conference: https://www.afwa.org/women-who-count/
• Intuit Connect: https://www.intuit.com/intuitconnect/
• Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
• RightTool.app - mention ROYALWISE for 20% off the Pro version
• Attachment Conversion: https://snip.ly/UQAPAttach 
• Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM 
• QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversion
• https://www.schoolofbookkeeping.com/ 
• Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:58) - Understanding Migration vs. Conversion
• (02:35) - Challenges in Migrating Payroll
• (05:50) - The Importance of Admin Roles
• (17:41) - Migrating Attachments
• (23:04) - Practical Tips for Migration
• (30:26) - Upcoming Events and Conferences

Sponsors
MakersHub - https://uqb.promo/makershub
Digits - https://uqb.promo/digits
AFWA - https://uqb.promo/afwa

Alicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloadable cleared check images and instant payment options, plus upcoming ProAdvisor resources and training opportunities. The episode wraps with Alicia's conference schedule including Women Who Count, Intuit Connect, and the Reframe conference.

Links
In the Know Sept 18, 2025 Episode Recording: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e9-intuit-enterprise-suite/

Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/PVuaz3W2RbiLBCXnLLir_September2025__ProAdvisor_InTheKnow_Handout.pdf

Accounting Agents Toolkit: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us

Alicia’s Newest Trainings:

• QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
• New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
• Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907

Alicia’s upcoming appearances:

Women Who Count Conference: https://www.afwa.org/women-who-count/

Intuit Connect: https://www.intuit.com/intuitconnect/

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Pocast
• (02:04) - ProAdvisor News and Announcements
• (11:45) - Bill Payment Release Approvals
• (16:56) - Check Remittance and Faster Payment Options
• (25:10) - Personal Updates and Upcoming Classes
• (27:10) - Conference Trifecta and Closing Remarks

Sponsors
Digits - https://uqb.promo/digits
Bluebook - https://uqb.promo/bluebook
MakersHub - https://uqb.promo/makershub
AFWA - https://uqb.promo/AFWA

QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.

Resources

• Jeff Siegel, Siegel Solutions: www.siegelsolutions.com
• QSP: QuickBooks Online
• YouTube Tips and Tricks: Siegel Solutions - YouTube
• New Quickbooks FREE Webinar Registration: Meeting Registration - Zoom
• Carrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/
• Dan DeLong, School of Bookkeeping:
• https://www.schoolofbookkeeping.com/ 
• Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 
• Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA 
• QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 
• New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
• Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
• RightTool.app - mention ROYALWISE for 20% off the Pro version
• Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding 

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:57) - Defining QSP and Its Evolution
• (02:48) - Benefits and Requirements of the QSP Program
• (06:05) - Challenges and Changes in the QSP Program
• (09:42) - QSP's Role in Client Solutions
• (18:38) - Vendor Partnerships and Commissions
• (31:29) - Collaborative Community and Support
• (36:05) - Direct Relationships with Intuit Reps
• (37:14) - Leveraging QSPs for Complex Migrations
• (38:00) - Understanding QuickBooks Pricing Programs
• (39:49) - Benefits of Partnering with CBG
• (41:19) - Changes in Merchant Services and Preferred Pricing
• (49:15) - Choosing the Right QSP for Your Needs
• (57:08) - Exploring Acumatica as an ERP Solution
• (01:02:09) - Wrap-Up and Future Plans

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.

Sponsors
MakersHub - https://uqb.promo/makershub
Digits - https://uqb.promo/digits
Women Who Count - http://uqb.promo/women

• Video demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4
• Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907

Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

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/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.

Sponsors
Digits - https://uqb.promo/digits

• (00:00) - Introduction: Cha Cha Changes
• (01:00) - Understanding the Disruption to Productivity
• (04:00) - Banking Feeds: New AI, Same Training Process
• (08:00) - Finding Your Way Around the New Interface
• (12:00) - Bookmarks and Menu Customization
• (14:00) - Before and After: Menu Changes Explained
• (17:25) - The New Customer Hub
• (21:25) - Look What I Found: New Features Deep Dive
• (26:25) - Experimental Features and Beta Testing
• (29:25) - Backup Features in QBO Advanced
• (33:25) - AI-Powered Bank Reconciliation Preview
• (39:25) - The Great QuickBooks Refresh Announcement
• (49:25) - Upcoming Conference Season
• (52:25) - Closing Thoughts and Next Steps

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

Complete Business Group (QSP): royl.ws/CBG 

RightTool.app - mention ROYALWISE for 20% off the Pro version

Rewind Backups - http://royl.ws/Rewind

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

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/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.

Sponsors
Digits - https://uqb.promo/digits

In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf

Alicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

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/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding