Unofficial QuickBooks Accountants Podcast

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.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:37) - ProAdvisor Community News (01:15) - AI Innovations and Bank Feed Updates (02:46) - Intuit Accountant Suite (09:08) - ProAdvisor Program Evolution (10:03) - New Resources and Tools      LINKSIntuit’s Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_linkIn the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharingAlicia’s upcoming classes: QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running 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 podcasthttps://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.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Thanksgiving Theme (00:26) - The Glad to Be Here Mindset (02:13) - Impactful Changes: Client Management (04:13) - Impactful Changes: Pricing Models (04:47) - Impactful Changes: Hiring Practices (06:40) - Impactful Changes: Practice Management (09:46) - Impactful Changes: Personal Growth (11:23) - Impactful Changes: Career Pivots (12:35) - Impactful Changes: Selling Practices (13:31) - Conclusion and Gratitude LINKSAlicia’s upcoming classes: Credit Cards in Business, Dec 2: http://royl.ws/QBO-credit-cards?affiliate=5393907Expense 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=5393907Running 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 podcasthttps://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.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:22) - Conference Recap: Women Who Count (06:47) - Conference Recap: Intuit Connect (10:49) - Conference Recap: Reframe (15:29) - Panel Discussion: Insights from Intuit Connect (28:33) - Living the Nomadic Life (30:34) - Upcoming Classes and Final Thoughts LINKSAlicia’s upcoming classes: QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running 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 podcasthttps://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.SponsorsDigits - 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 (13:10) - QuickBooks Online for Accountants Beta (21:07) - Accountant Users Join Business Network (24:43) - Customer Center Beta Test (25:13) - Introduction to Customer Filters (26:25) - Feedback on the Money Bar (27:53) - New Search Filter Features (28:42) - Customer Status and Types (29:35) - Billing City Filter and Search Bar Issues (32:14) - Customizing Columns and Filters (33:54) - Advanced Transaction Search (38:39) - Upcoming Events and Conferences (41:31) - Conclusion and Final Thoughts LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Alicia’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-accountantsMargie’s Free Class Friday:www.akadian.com/lockerroomBUY 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-BootcampWe 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 podcasthttps://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.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (04:15) - The New Customer Hub and MailChimp Integration (05:43) - Concerns About AI and QuickBooks Ecosystem (10:59) - ProAdvisors' Role in the AI Era (19:01) - Addressing Reporting and Automation Issues (26:57) - The Future of QuickBooks Online Accountant (27:11) - Introduction to QBO A Refresh (27:35) - New Features and Paid Tiers (28:38) - Intuit Accountant Suite Overview (29:54) - Core and Accelerate Versions (30:08) - Client Management and Dashboards (32:36) - Practice Management Tools (33:15) - Intuit's Market Strategy (37:18) - ProAdvisor and QuickBooks Live (38:21) - Quicken's Comeback (41:25) - AI and Automation in Accounting (51:43) - Intuit's Future Plans and Innovations (54:35) - Conclusion and CPE Information LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907BUY 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-BootcampWe 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 podcasthttps://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.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Introduction and Hosts (02:19) - Discussing AI in QuickBooks Online (07:16) - Exploring QuickBooks AI Agents (08:20) - Accounting Agent Deep Dive (25:37) - Bank Reconciliation Enhancements (35:36) - Payments Agent Overview (36:47) - Leveraging Customer Insights for Better Invoicing (37:24) - Maximizing Cash Flow with Late Fees and Reminders (38:09) - Personal Experiences with Payment Agents (50:31) - Finance Agent Overview (01:00:52) - New Navigation Tips and Tricks (01:03:58) - Upcoming Classes and Events LINKSDan’s AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentsAccounting 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 ArticlesAgentic 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 Detectionhttps://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_USFinance 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% offAlicia’s classes including the Accounting Agents:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia’s Upcoming Classes:Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Dan’s AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentshttps://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 podcasthttps://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.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction to the Podcast (00:58) - ProAdvisor Community News (03:06) - Product Innovations: Modern Reports (11:09) - Payroll Corrections Updates (16:02) - Custom Client IDs in QuickBooks Online Accountant LINKShttps://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-BootcampConferences: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 podcasthttps://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.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:07) - Current Security Threats in QuickBooks Online (11:58) - Best Practices for Enhanced Security (19:43) - Implementing Backup and Alias Emails (23:18) - Using Limited Access Users and Company ID (28:07) - Best Practices for Admin and User Management (29:07) - Security Measures and Password Management (29:34) - QuickBooks Business Network: Pros and Cons (32:19) - Convenience vs. Security in QuickBooks Features (35:33) - Exploring Third-Party Apps for Enhanced Security (40:59) - Final Thoughts and Call to Action (42:08) - Upcoming Events and Conferences LINKSPrevious episode, Insecurity About Security, Aug 21, 2025: uqb.show/104Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20PollockSecure 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=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Women 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-accountantsWe 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 podcasthttps://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.SponsorsDigits - https://uqb.promo/digitsAssembly - 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 Alicia’s Upcoming Classes:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia’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-accountantsWe 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 podcasthttps://www.earmark.app/onboarding 

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.SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assemblyAFWA - https://uqb.promo/afwa(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 (23:03) - Practical Tips for Migration (30:25) - Upcoming Events and Conferences LINKSAlicia’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=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Women 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-accountantsRightTool.app - mention ROYALWISE for 20% off the Pro versionAttachment 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/UQAQBPHConversionhttps://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 podcasthttps://www.earmark.app/onboarding 

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.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsAFWA - https://uqb.promo/afwa(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 LinksIn 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.pdfAccounting 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_usAlicia’s Newest Trainings:QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia’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 podcasthttps://www.earmark.app/onboarding 

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.SponsorsDigits - https://uqb.promo/digitsBluebook - https://uqb.promo/bluebookMakersHub - https://uqb.promo/makershubAFWA - https://uqb.promo/AFWA(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 ResourcesJeff Siegel, Siegel Solutions: www.siegelsolutions.comQSP: QuickBooks OnlineYouTube Tips and Tricks: Siegel Solutions - YouTubeNew Quickbooks FREE Webinar Registration: Meeting Registration - ZoomCarrie 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=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907RightTool.app - mention ROYALWISE for 20% off the Pro versionReframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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 podcasthttps://www.earmark.app/onboarding 

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.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsWomen Who Count - http://uqb.promo/womenVideo demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4Register 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=5393907Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://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.SponsorsDigits - https://uqb.promo/digitsBluebook -  http://uqb.promo/bluebookWomen Who Count - http://uqb.promo/women(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 (30:54) - Backup Features in QBO Advanced (34:54) - AI-Powered Bank Reconciliation Preview (40:54) - The Great QuickBooks Refresh Announcement (52:18) - Upcoming Conference Season (55:18) - Closing Thoughts and Next Steps Alicia’s The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshComplete Business Group (QSP): royl.ws/CBG RightTool.app - mention ROYALWISE for 20% off the Pro versionRewind Backups - http://royl.ws/RewindWomen 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-accountantsWe 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 podcasthttps://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.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:16) - QuickBooks Connect Event (06:52) - New Features in QuickBooks Online (09:04) - Intuit Enterprise Suite Enhancements (23:48) - AI and Automation in QuickBooks (33:31) - Customer Leads and Sales Pipeline (36:08) - Integrating CRM with QBO (37:02) - Future Episode on MailChimp (37:30) - Introducing the Payroll Agent (41:28) - Employee Honesty and Payroll Management (44:16) - Nuts and Bolts of Payroll via Text (46:20) - Upcoming Webinars and Events (47:28) - Business Network and Check Remittance Feature (51:37) - Sales Tax Filing Updates (55:39) - Membership Drive and Curriculum Refresh (57:48) - Reframe Conference Announcement (59:38) - Conclusion and Final Thoughts In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdfAlicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshAlicia’s QuickBooks Online Before-and-after YouTube video: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4We 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 podcasthttps://www.earmark.app/onboarding

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial Accountants Podcast (02:09) - The Importance of Security for Accountants (02:51) - Common Security Issues in QuickBooks (05:34) - Understanding Passkeys and Their Benefits (10:57) - Real-World Examples and Horror Stories (27:18) - Best Practices for Account Security (32:53) - The Dangers of Sharing Personal Information Online (33:19) - The Importance of Two-Factor Authentication (33:49) - Benefits of Using Password Managers (35:02) - Real-Life Hacking Scenarios and Solutions (41:10) - Recognizing and Avoiding Email Scams (45:24) - QuickBooks Security Features and Concerns (49:57) - Intuit's New Feedback System for Banking Feeds (53:24) - What’s Going on in Our World Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys Intuit’s Security page: https://security.intuit.com/Got a fake email from “Intooit”? Forward it to fraud@intuit.comRegister for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907Jamie Pollock’s course, “Don’t Get Scammed: Jamie’s Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365Intuit’s Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FBMarch 13 episode: deep dive into your Intuit Account including logins: uqb.show/83We 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=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:38) - Hector's Recent Adventures (04:05) - The Evolution of Pricing in Accounting (05:58) - Intuit Enterprise Suite: Compliment Sandwich (07:08) - Feedback on Intuit Enterprise Suite (13:11) - Challenges with QuickBooks Online (19:20) - New Features in Intuit Enterprise Suite (25:29) - Multi-Entity Management in IES (39:22) - Navigating Multi-Entity Chart of Accounts (41:53) - Expense Allocation Enhancements (47:30) - Intercompany Sales and Transactions (56:13) - AI-Powered Cash Flow Forecasting (01:00:22) - A Few More New Features (01:07:27) - Milestones (01:13:30) - Upcoming Training and Events Alicia’s upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907Hector's App RightTool: https://righttool.app/Hector's Reframe Conference: 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 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.SponsorsDigits - https://uqb.promo/digitshttps://www.firmofthefuture.com/product-update/july-2025-mpu/Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm3 CPE, intermediate-level classRegister at http://royl.ws/restaurants?affiliate=5393907Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:07) - Enhancements in QuickBooks Bill Pay (03:54) - Streamlined Workflow for Estimates and Deposits (07:42) - QuickBooks Online Payroll Improvements (10:56) - QuickBooks Live Expert Assist and Priority Service (12:41) - Special Announcement: Restaurant Accounting Course (14:23) - Conclusion and Closing Remarks

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.Sponsors(00:00) - Introduction and Hosts' Catch-Up (01:20) - Overview of July 2025 'In the Know' Session (03:27) - ProAdvisor Community News and Upcoming Courses (05:53) - QuickBooks on the Intuit Platform (11:28) - New Features in QuickBooks Online (19:24) - Bank Feeds Innovations (30:39) - Navigating Action Buttons (31:02) - Enhanced Grouping Features (31:24) - AI Assistance in Transactions (34:16) - Detecting Bank Fees (34:55) - Combining Matches in Bank Feeds (36:54) - New Accounting Agent Features (39:39) - Context Gathering for Transactions (43:28) - Anomaly Detection in Reports (46:06) - Improved Reconciliation Process (47:07) - Bill Pay Basic in All Plans (54:05) - Training and Membership Updates In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharingIntuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingSign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907Dan’s Links:Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDan’s Blog on the AI Agents - https://snip.ly/UQAPAIAgents Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1