Unofficial QuickBooks Accountants Podcast

3d ago

Sponsors Digits - https://uqb.promo/digits (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKS 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

Dec 11

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 (00:00) - Introduction and Overview (00:20) - Conference Recap and Key Questions (01:07) - Personal Reflections and Gratitude (02:15) - Addressing Criticism and Misconceptions (04:58) - Feedback from the Community (05:38) - AI and Future Features (09:21) - Concerns About Software Stability (11:00) - Call for Stability and Consistency (12:38) - Viral Facebook Rant (24:14) - ProAdvisors' Plea to Intuit (29:19) - Positive Feedback and Gratitude (32:52) - Upcoming Classes and Conclusion Alicia’s upcoming classes: 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

Dec 4

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 (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 LINKS 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

Nov 27

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 (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 LINKS 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

Nov 20

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 (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 LINKS 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

Nov 13

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 (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 LINKS 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

Nov 6

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 (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 LINKS 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

Oct 30

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 (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 LINKS 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