Unofficial QuickBooks Accountants Podcast

Boiling Frogs: Some QBO Perspective


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Matthew "Spot" Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO's new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time -- and found things better than he expected. His "cold return" experience raises a bigger question about whether proximity to the chaos has skewed how accountants assess where QBO actually stands today.

Sponsors:
Aqqrue - http://uqb.promo/aqqrue
Maxima.AI  - http://uqb.promo/maxima


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (00:49) - Spot Returns After Sabbatical
  • (01:44) - Top ProAdvisor Backstory
  • (02:34) - Logging Back Into QBO
  • (03:34) - Bookmarks and Client Navigation
  • (05:52) - Bank Feeds Speed Wins
  • (06:46) - Receipt Upload Improvements
  • (10:04) - AI Statement Reconciliation
  • (13:50) - AI Tools and Reporting
  • (19:19) - Vendor Names and Popups
  • (20:31) - Upsells and Intuit Ecosystem
  • (22:58) - How Spot Relearned Fast
  • (26:21) - Clients Frustration and Change
  • (27:19) - Accounting Future With AI
  • (32:06) - Intuit Accountant Suite Tweaks
  • (33:18) - Wrap Up and Whats Next

  • LINKS

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

    Past episodes we reference:
    Kirsten Thulborn on subtle changes you don’t notice: www.uqb.show/139

    Connect with Matthew
    https://www.parkway.business
    https://www.linkedin.com/in/parkwayinc

    Alicia’s Upcoming Classes

    • 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907
    • 5/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=5393907
    • 5/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=5393907
    • 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
    • 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907


    We want to hear from you!

    Send your questions and comments to us at [email protected].

    Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

    Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast


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

    https://www.earmark.app/onboarding 


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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT

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