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Alicia and Matthew "Spot" Fulton recap Intuit's September In the Know, where most of the session focused on the ProPartner Accountants program that replaces ProAdvisor in early 2027. They break down the five tiers, how points are earned, the new three-year revenue share, which certifications never need renewing, and why the timing of your first certification matters this fall. They also cover delegated onboarding for QuickBooks Payments and Bill Pay, plus the new tax return dashboards for ProConnect Tax users in Intuit Accountant Suite Accelerate.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
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
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
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
Alicia and Hector Garcia catch up on a full year of Intuit Enterprise Suite development, covering multi-entity consolidation with automatic eliminations, dimensions that now span every transaction (including a new AI dimension backfill for historical data), and construction features like WIP reporting, negative change orders, and AIA-style billing that now surpass QuickBooks Desktop Enterprise. They also dig into what's coming next for manufacturing and inventory, including multiple units of measure, and run through the IES features that have already trickled down into QBO Advanced, like cost groups, project phases, and proposals.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
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
Alicia sits down with Jessica McKellar, CEO and founder of Pilot, to unpack Meridian, the AI accounting platform built over a decade and stress-tested across thousands of month-end closes before its public launch this year. Jessica walks through how it handles reconciliations, supporting schedules, and firm-specific policies natively, executes both recurring close checklists and ad hoc requests like revenue restatements, and why she thinks the shift will let accountants spend less time on mechanical work and more on judgment and advisory, changing how firms and individual accountants get paid in the process.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
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
For UNQBA's third anniversary, Alicia welcomes back the podcast's original co-host, Hector Garcia, to look at how the industry has shifted since they started, from the rise of AI-native ledger alternatives like Xero, Digits, and Puzzle to Intuit's course correction on QuickBooks Live and Intuit Experts after accountant backlash. They dig into what "nail the basics" actually means inside Intuit, why the human relationship in accounting still matters even as AI handles more of the busywork, and what they're each watching for out of Intuit Connect and the 2027 rollout of Intuit Accountant Suite.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
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
Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:
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
Alicia hits the road with a series of "woman on the street" interviews recorded at BDO's Evolve conference, WAVE Seattle, and Scaling New Heights. This episode covers her question about the most impactful change attendees made this year, with answers ranging from hiring key staff and switching tax software to setting boundaries with clients and finding new ways to give back to the community, painting a picture of an industry investing as much in its people as its tech stack.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
The Conferences where these clips were recorded:
Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:
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
Alicia and Matthew "Spot" Fulton break down the August pricing changes and the features behind them, from smarter bank feed matching and locked parent accounts to Bill Pay Elite now included in Advanced at no extra cost. Alicia also shares her own list of under-the-radar upgrades, like invoice deposits held as true liabilities and drag-and-drop bill capture, that she used to answer a Redditor questioning the price hike, plus a fraud warning on why bill approval workflows are worth turning on now.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
New QuickBooks Pricing: https://www.firmofthefuture.com/product-update/quickbooks-price-changes/
August Product Updates:
https://www.firmofthefuture.com/product-update/quickbooks-online-improvements-august-2026/#feedback
Alicia’s upcoming classes:
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
QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
Alicia’s upcoming classes:
Dan’s School of Bookkeeping blog on AI/Claude:
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
Alicia sits down with Karla Uribe, Intuit's Director of Product Management for the Accountant Segment, to unpack the vision behind Intuit Accountant Suite. They dig into the new Books Close and Client Insights features, how pricing and the ProPartner tiers will work, and what migrating from QBOA actually looks like in practice. Karla also addresses the AI skepticism accountants have voiced online and shares what she hopes the platform will mean for firms two years from now.
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix
Alicia’s upcoming classes:
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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