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 unofficialquickbookspodcast@gmail.com.

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

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

• Mentions in episode:
  Alicia’s Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
  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=539390

Dan

• Intuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA

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

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Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.

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

• Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
• Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

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 November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.

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

• Intuit’s Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_link
• In the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharing

  Alicia’s upcoming classes:

  • QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
  • Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
  • Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

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

Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning client management, pricing models, hiring decisions, and even practice sales. She closes with reflections on what makes this work meaningful during a time of industry change.

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

• Alicia’s upcoming classes:
  • Credit Cards in Business, Dec 2: http://royl.ws/QBO-credit-cards?affiliate=5393907
  • Expense Management in QBO, Dec 4: http://royl.ws/expenses?affiliate=5393907, sponsored by Forwardly (https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock)
  • QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
  • Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
  • Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

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 an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe's focus on value-based conversations, and reflects on how each conference served different professional needs. Plus, hear direct feedback from conference attendees about their biggest takeaways and what Alicia learned about working nomadically while staying productive on the road.

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

Alicia’s upcoming classes:

• QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907
• QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
• Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
• Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

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 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 unofficialquickbookspodcast@gmail.com.

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 unofficialquickbookspodcast@gmail.com.

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