Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.

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

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

Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins 

Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys 

Intuit’s Security page: https://security.intuit.com/

Got a fake email from “Intooit”? Forward it to [email protected]

Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907

Jamie Pollock’s course, “Don’t Get Scammed: Jamie’s Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907

Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365

Intuit’s Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FB

March 13 episode: deep dive into your Intuit Account including logins: uqb.show/83

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

Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.

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

Alicia’s upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907

Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907

Hector's App RightTool: https://righttool.app/
Hector's Reframe Conference: 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

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.

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

https://www.firmofthefuture.com/product-update/july-2025-mpu/

Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm

3 CPE, intermediate-level class

Register at http://royl.ws/restaurants?affiliate=5393907

Resources 

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

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

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.

Sponsors

In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharing

Intuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing

Sign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907

Dan’s Links:

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Dan’s Blog on the AI Agents - https://snip.ly/UQAPAIAgents 

Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank 

QB Power Hour Webinar - https://www.qbpowerhour.com/ 

https://www.schoolofbookkeeping.com/ 

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.

*This episode was live streamed*

Sponsors

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

Our Top 10 favorite episodes:

uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Do

uqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern age

uqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the US

uqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garcia

uqb.show/64  Sasan Goodarzi’s keynote address from Intuit Connect

https://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia’s book: http://royl.ws/QBDT_to_QBO

Listen to Hector and Alicia AND follow along with Margie’s hands-on exercise: https://scribehow.com/shared/Deleting_Accounts__mgYD5K7dSj-NdAEA71NMjA

Join Margie’s free class every Friday: https://www.facebook.com/groups/qbo.gym.locker.room

Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accurate data throughout the year, not just at year-end. The episode focuses on the powerful Reclassify Transactions tool and how it can save time while ensuring data accuracy across all reporting periods.

Sponsors

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

Links from Episode
Use this link to access Reclassify from any QBO file, even if you don’t have the QBOA briefcase: qbo.intuit.com/app/reclassify-transaction

BDO Alliance: https://www.bdo.com/about/bdo-alliance-usa

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.

Sponsors

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

Alicia’s QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907

Intuit’s Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing

Intuit’s Data and Security Page: https://www.intuit.com/privacy/statement/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.

Sponsors

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

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

RightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.

Alicia’s QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Desktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet 

Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations 

QB Power Hour Webinar - https://www.qbpowerhour.com/ 

https://www.schoolofbookkeeping.com/ 

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.

Sponsors

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

QuickBooks Toolkit for Accountants: 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

Intuit Connect: Intuit Connect: The premier accounting event

Firm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labels

In the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_link

Partner Council applications are now open:

https://www.firmofthefuture.com/partner-council/partner-council-applications-open/

Alicia and Matthew:

Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/

QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive

Connect with Matthew: 

• https://facebook.com/spotycus
• https://youtube.com/parkwayinc
• https://instagram.com/spotycus
• https://twitter.com/spotycus
• https://www.linkedin.com/in/parkwayinc/

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.

Sponsors

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!

Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding