Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.

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UNC - https://uqb.promo/unc

Resources:

• In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdf
• Partner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60
• Canny for product feedback: http://intuit.canny.io
• Customer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107
• Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130
• 
  Alicia’s current classes: 
  • Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 
  • Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  
  • 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  
  • QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 

We want to hear from you!

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

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• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.

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FutureView Systems - https://uqb.promo/bez
UNC - https://uqb.promo/unc

Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/edit

Alicia’s current classes: 

• Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  
• Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 
• Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  

Dan’s Links

• 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 [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 

Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.

Sponsors
FutureView Systems - https://uqb.promo/bez
UNC - https://uqb.promo/unc

• Alicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE

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 

Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).

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

Customer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107

Alicia’s current classes: 

• 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
• QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
• Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
• Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
• Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  

Dan’s Links

• 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 [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 

Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.

Sponsors

• 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
• QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
• Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
• Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
• Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?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/@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 explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.

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

Check out Canny at intuit.canny.io

Alicia’s current classes: 

• 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
• QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
• Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
• Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
• Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  

 Margie’s Free Class Friday:
www.akadian.com/lockerroom

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 

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.

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

• 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
• QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
• Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
• Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
• Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

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

https://www.earmark.app/onboarding 

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.

• (00:00) - Introduction to the Podcast

• 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
  • Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
  • Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
• In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdf
• Intuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/

  Realm consolidations:

• Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/
• Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdf

  Transferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_US

  Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2Vxw

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 

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 [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 

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 [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