Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix

Handout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdf

Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/

Useful IAS resources:

• https://digitalasset.intuit.com/render/content/dam/intuit/accountant-channel/en_us/ias/from-qboa-to-ias-customer-leave-behind.pdf
• https://quickbooks.intuit.com/accountants/intuit-accountant-suite/
• https://www.firmofthefuture.com/product-update/checklist-switching-to-intuit-accountant-suite/

August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcast

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

https://www.earmark.app/onboarding

Alicia sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix

Reach out to Alison at https://www.linkedin.com/in/alisonball/
Listen to our episode about Intuit layoffs: uqb.show/146

July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcast

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

https://www.earmark.app/onboarding

Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program's transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn't make it into last week's episode.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot

New QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/
The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/

July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907

CAS Academy https://goakadian.com/cas-academy

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/@UnofficialQBOPodcast

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

https://www.earmark.app/onboarding

Alicia and Dan break down June's In the Know session, starting with the big one: QuickBooks Online Accountant is being discontinued on December 31, 2026, with Intuit Accountant Suite taking its place. They cover the modern reports rollout timeline, new consolidation and elimination tools in Intuit Enterprise Suite, and the ProAdvisor program's transformation into the tiered ProPartner Accountants program, including revenue share changes and expanded benefits.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
STR Search - http://uqb.promo/str

In the Know Recording: https://intuit.ondemand.goldcast.io/on-demand/4e46b94e-346a-4981-9971-f4d88f47788c

In the Know Handouts: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/uiktKVQT5OYNhEwMD4uQ_June2026_ProAdvisor_InTheKnow_Handout.pdf

Previous Episodes Mentioned:
The Canny Can Can - uqb.show/125

July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907

Alicia’s book on Amazon: http://royl.ws/conversion-book

Dan’s School of Bookkeeping blog on Realm Consolidation: https://www.schoolofbookkeeping.com/blog/making-realm-consolidation-easy-a-practical-guide-for-accountants

Dan’s Links

• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
• Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
• QB Power Hour: https://www.qbpowerhour.com/

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/@UnofficialQBOPodcast

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

https://www.earmark.app/onboarding

Intuit's Q3 fiscal 2026 earnings call was packed with numbers, and with her co-hosts sitting this one out, Alicia goes through them one by one to explain what each actually signals for bookkeepers, accountants, and QuickBooks users. She breaks down the strength of QuickBooks Online and mid-market growth, the slowdown in Desktop and Mailchimp, AI already running at scale, the shift toward assisted tax, and what the August pricing and packaging changes mean for your clients. She also steps off-script to share why she thinks Intuit raised prices before users were ready, and previews the deeper episodes coming on pricing and the ProPartner program.

Sponsors:
Intuit - http://uqb.promo/intuit
Aqqrue - http://uqb.promo/aqqrue
STR Search - http://uqb.promo/str

July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907
Alicia’s book on Amazon: http://royl.ws/conversion-book

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/@UnofficialQBOPodcast

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

https://www.earmark.app/onboarding

Alicia runs through the latest round of Intuit announcements, including invoice deposits, garnishment tracking in Payroll, batch bill pay for up to 50 payments at once, and a redesigned review-and-pay screen that now shows clients every open invoice. She also gets a little cynical about Intuit's growing push to surface its own experts inside QuickBooks, where clients can connect directly with Intuit for setup, bookkeeping, and tax help. It wraps with a hands-on look at the new CAS revenue calculator at firmofthefuture.com and what it reveals about firm benchmarks and advisory pricing.

Sponsors:
Intuit - http://uqb.promo/intuit
Aqqrue - http://uqb.promo/aqqrue
C&R Consulting - http://uqb.promo/cnr

• Firmofthefuture.com
• Alicia’s book on Amazon: http://royl.ws/conversion-book

July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcast

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

https://www.earmark.app/onboarding

Intuit just cut 17% of its workforce, roughly 3,000 employees, and Alicia is joined by Dan DeLong and Matthew "Spot" Fulton to unpack what actually happened and why it isn't the AI story everyone assumed. Drawing on Dan's 18 years inside the company, they break down the real drivers behind the cuts, the unusually generous severance packages, the closing of the Reno and Woodland Hills offices, and the three big bets shaping Intuit's future. They also dig into the uncertain fate of MailChimp and what the mid-market pivot signals for ProAdvisors and the QuickBooks community.

Sponsors:
Intuit - http://uqb.promo/intuit
Aqqrue - http://uqb.promo/aqqrue
C&R Consulting - http://uqb.promo/cnr

Intuit Account login episode: uqb.show/81

Dan’s School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
QB Power Hour: https://www.qbpowerhour.com/

Alicia’s book on Amazon: http://royl.ws/conversion-book

July 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcast

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

https://www.earmark.app/onboarding

Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30.

Sponsors:
Aqqrue - http://uqb.promo/aqqrue
C&R Consulting - http://uqb.promo/cnr

• Intuit’s In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharing
  RightTool: RightTool.app, use code ROYALWISE for 20% off
  Books Close episode: uqb.show/130

  Dan’s School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp
  Dan’s Links

  • Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
  • Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
  • QB Power Hour: https://www.qbpowerhour.com/

Alicia’s new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-book
July 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcast

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

https://www.earmark.app/onboarding