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

• 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 [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 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

• 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 

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

• 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 [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 recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.

Sponsors
Digits - https://uqb.promo/digits

LINKS

• https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/

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

Conferences:
https://www.afwa.org/women-who-count/
https://www.intuit.com/intuitconnect/
https://www.reframeaccounting.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 

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 announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebration lunch at Intuit Connect where attendees get a free PDF. The book is available in paperback and Kindle format for $24 on Amazon, perfect for SCORE and SBDC programs, client gifts, or anyone learning QuickBooks Online.

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

Conferences:
https://www.afwa.org/women-who-count/
https://www.intuit.com/intuitconnect/
https://www.reframeaccounting.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 

Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and weighing the risks of instant deposits and the QuickBooks Business Network. While Intuit has now added facial recognition to their verification process, this episode gives you the standard operating procedures you need to implement today to protect your practice and your clients' money.

Sponsors
Keeper - https://uqb.promo/keeper
Digits - https://uqb.promo/digits

• Previous episode, Insecurity About Security, Aug 21, 2025: uqb.show/104
• Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock
• Secure your Login SOP Blog: https://www.schoolofbookkeeping.com/blog/safeguard-your-intuit-access-a-practical-sop 
• QB Power Hour On Securing Your Login: https://www.qbpowerhour.com/09-30-25-securing-your-intuit-login 
• Workshop Wednesdays Securing Your Login: https://youtube.com/live/thf5UC3hqc4 
• Passive Aggressive Income Cohort: https://snip.ly/UnQBAPassAgg 
• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT 
• Products, Services, and Inventory, Nov 11: http://royl.ws/qbo-Inventory?affiliate=5393907
• QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907
• 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

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 shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.

Sponsors
Digits - https://uqb.promo/digits
Assembly - https://uqb.promo/assembly

• (00:00) - Introduction: How Do You Know All This?

• 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 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

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 

Converting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.

Sponsors
Digits - https://uqb.promo/digits

Assembly - https://uqb.promo/assembly

AFWA - https://uqb.promo/afwa

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

• Alicia’s book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO 
• QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 
• 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
• Women Who Count Conference: https://www.afwa.org/women-who-count/
• Intuit Connect: https://www.intuit.com/intuitconnect/
• Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
• RightTool.app - mention ROYALWISE for 20% off the Pro version
• Attachment Conversion: https://snip.ly/UQAPAttach 
• Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM 
• QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversion
• https://www.schoolofbookkeeping.com/ 
• Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

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 the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloadable cleared check images and instant payment options, plus upcoming ProAdvisor resources and training opportunities. The episode wraps with Alicia's conference schedule including Women Who Count, Intuit Connect, and the Reframe conference.

Sponsors
MakersHub - https://uqb.promo/makershub
Digits - https://uqb.promo/digits
AFWA - https://uqb.promo/afwa

Links
In the Know Sept 18, 2025 Episode Recording: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e9-intuit-enterprise-suite/

Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/PVuaz3W2RbiLBCXnLLir_September2025__ProAdvisor_InTheKnow_Handout.pdf

Accounting Agents Toolkit: http://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

Alicia’s Newest Trainings:

• QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
• 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 appearances:

Women Who Count Conference: https://www.afwa.org/women-who-count/

Intuit Connect: https://www.intuit.com/intuitconnect/

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 

QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.

Sponsors
Digits - https://uqb.promo/digits
Bluebook - https://uqb.promo/bluebook
MakersHub - https://uqb.promo/makershub
AFWA - https://uqb.promo/AFWA

Resources

• Jeff Siegel, Siegel Solutions: www.siegelsolutions.com
• QSP: QuickBooks Online
• YouTube Tips and Tricks: Siegel Solutions - YouTube
• New Quickbooks FREE Webinar Registration: Meeting Registration - Zoom
• Carrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/
• Dan DeLong, School of Bookkeeping:
• https://www.schoolofbookkeeping.com/ 
• Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 
• Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA 
• QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 
• 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
• RightTool.app - mention ROYALWISE for 20% off the Pro version
• Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

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