Unofficial QuickBooks Accountants Podcast

Intuit (dis)Connect


Listen Later

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 [email protected].

    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 

    ...more
    View all episodesView all episodes
    Download on the App Store

    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    42 ratings


    More shows like Unofficial QuickBooks Accountants Podcast

    View all
    Afford Anything by Paula Pant | Cumulus Podcast Network

    Afford Anything

    3,552 Listeners

    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,991 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    586 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    808 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,314 Listeners

    Ramsey Everyday Millionaires by Ramsey Network

    Ramsey Everyday Millionaires

    3,687 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    750 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    542 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    333 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    253 Listeners

    The Long View by Morningstar

    The Long View

    909 Listeners

    QB Power Hour Podcast by Dan DeLong & Matthew Fulton

    QB Power Hour Podcast

    5 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    811 Listeners

    Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

    Earmark Podcast | Earn Free Accounting CPE

    28 Listeners

    UnAccountable! by UnAccountable

    UnAccountable!

    28 Listeners