Unofficial QuickBooks Accountants Podcast

Latest Episodes:

QuickBooks February 2026 Releases: Bank Feeds, AI Deductions, and IES Construction Tools Feb 26, 2026

Show notes

Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.

Sponsors
UNC - https://uqb.promo/unc

Resources:

In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdf
Partner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60
Canny for product feedback: http://intuit.canny.io
Customer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107
Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130
Alicia’s current classes:
- Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
- Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907
- 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907
- QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?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

https://www.earmark.app/onboarding

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter
(04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later’ in QuickBooks
(07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview
(14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders
(20:45) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions
(22:15) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel
(22:41) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing
(25:22) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early
(27:12) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists)
(28:48) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown
(29:55) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches
(36:07) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time?
(38:06) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO
(51:26) - What’s Next: Intuit Podcasts, Intuit Connect, and July’s Mysterious AI Agents
(54:00) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes

Intuit Accountant Suite: Accelerate and Books Close Deep Dive Feb 19, 2026

Show notes

Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.

Sponsors
FutureView Systems -https://uqb.promo/bez
UNC - https://uqb.promo/unc

(00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts)

(01:01) - Tax-season chaos & the surprise IAS pricing timeline change

(04:57) - Clearing up what’s still free vs paid: ProAdvisor portal vs add-ons

(05:43) - Accelerate vs Books Close: what each add-on actually does

(07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets

(10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee)

(14:47) - Books Close vs Books Review (and other tools): who it’s for

(27:13) - Client “Requests” messaging: asking questions on transactions

(29:47) - Game-changer feature: reconciling accounts from Books Close

(33:44) - How to Submit Beta Feedback (and What to Ask For)

(38:53) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions

(43:02) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions

(46:03) - Unapplied Payments + Other “Coming Soon” Anomaly Checks

(52:16) - Pricing Breakdown + The Big Beta Problem: You Can’t Offboard Clients

(57:06) - Wrap-Up: YouTube Demos, Community Updates, and What’s Next

LINKS

Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/edit

Alicia’s current classes:

Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907
Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907

Dan’s Links

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 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

https://www.earmark.app/onboarding

Deep Dive: Let’s Make Sales Tax Less Taxing Feb 12, 2026

Show notes

Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.

Sponsors
FutureView Systems -https://uqb.promo/bez
UNC - https://uqb.promo/unc

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

(00:45) - Setting Up Sales Tax in QuickBooks Online

(01:36) - Understanding Sales Tax Liabilities

(05:27) - Configuring Products and Services for Sales Tax

(07:09) - Managing Customer Sales Tax Settings

(09:50) - Sales Tax Rate

(15:10) - Using the Sales Tax Center

(20:30) - Reconciling and Adjusting Sales Tax Payments

(22:34) - Handling Uncollectible Invoices and Special Cases

(24:09) - Third-Party Apps for Complex Sales Tax Needs

(24:39) - Conclusion and Further Learning Resources

LINKS

Alicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE

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

https://www.earmark.app/onboarding

We’re STILL at Intuit Connect! Feb 05, 2026

Show notes

Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).

Sponsors
UNC - https://uqb.promo/unc

(00:00) - Introduction and Hosts' Banter

(00:45) - Intuit Connect Experience

(01:37) - Intuit Enterprise Suite for Construction

(03:24) - New Features in Intuit Enterprise Suite

(08:04) - Challenges and Solutions in Intuit Enterprise Suite

(13:55) - MailChimp Integration with QuickBooks

(23:40) - Customer Hub Overview

(28:02) - Exploring New Features in Online Bill Pay

(29:01) - AI and Machine Learning in Bill Processing

(32:29) - Bill Payment Speeds and Security Measures

(36:03) - Accountant Tools and Client Management

(39:46) - Recurring Invoices and Customer Dashboards

(41:11) - Lending Options and Financial Products

(45:52) - Upcoming Courses and Collaborations

LINKS

Customer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107

Alicia’s current classes:

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

Dan’s Links

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 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

https://www.earmark.app/onboarding

Year-End QBO Cleanup Jan 29, 2026

Show notes

Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.

Sponsors

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

(00:25) - Year-End Cleanup for Tax Time

(02:30) - Importance of Accurate Bookkeeping

(04:32) - QuickBooks Tools for Cleanup

(14:49) - Reconciling Accounts Properly

(18:19) - Categorizing Transactions Correctly

(20:51) - Adjusting Inventory and Equity

(24:42) - Analyzing Reports for Anomalies

(26:03) - Conclusion and Class Promotion

Alicia’s current classes:

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?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

https://www.earmark.app/onboarding

The Canny Can-Can Jan 22, 2026

Show notes

Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.

Sponsors
UNC - https://uqb.promo/unc

(00:00) - Introduction and Hosts

(00:36) - Importance of Feedback

(01:24) - History of QuickBooks Feedback Systems

(02:01) - Current Feedback Methods

(03:04) - Feedback Processing and Action

(04:43) - Using Loom for Feedback

(06:36) - Introduction to Canny Boards

(10:14) - Navigating the Canny Boards

(17:59) - Submitting Effective Feedback

(19:13) - Encouragement to Use Canny Boards

(21:51) - Upcoming Events and Classes

(25:52) - Conclusion and Final Thoughts

LINKS

Check out Canny at intuit.canny.io

Alicia’s current classes:

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

Margie’s Free Class Friday:
www.akadian.com/lockerroom

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

https://www.earmark.app/onboarding

1099 Reasons to Love January Jan 15, 2026

Show notes

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.

Sponsors
UNC - https://uqb.promo/unc

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

(00:19) - Diving into 1099 Forms

(01:53) - Understanding 1099 Compliance

(04:43) - Different Types of 1099 Forms

(06:46) - QuickBooks and 1099 Management

(07:25) - W-9 Forms and Common Mistakes

(09:54) - Independent Contractors vs. Employees

(12:17) - Who Needs a 1099?

(16:39) - Payment Methods and 1099 Exemptions

(21:42) - Using QuickBooks for 1099 Filing

(28:07) - Filing and Correcting 1099s

(40:16) - Conclusion and Additional Resources

Alicia's Current Classes

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?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

https://www.earmark.app/onboarding

Now You Know; QuickBooks December 2025 Updates Jan 08, 2026

Show notes

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.

(00:00) - Introduction to the Podcast

(01:28) - Upcoming Events and Webinars

(05:02) - Product Innovations and Updates

(12:54) - Realm Consolidation Explained

(21:15) - Personal Updates and Upcoming Classes

(24:21) - Conclusion and Farewell

LINKS

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
- Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
- Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdf
Intuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/
Realm consolidations:
Learn more: https://www.firmofthefuture.com/product-update/consolidating-realms/
Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdf
Transferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_US
Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2Vxw

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

https://www.earmark.app/onboarding

New Year, New Innovations! Jan 01, 2026

Show notes

Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.

Sponsors
UNC - https://uqb.promo/unc

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

(00:48) - QuickBooks Online Innovations

(01:44) - Bank Feed Enhancements

(06:56) - Client Requests and MasterCard Integration

(17:10) - Operational Software Hurdles Removed

(18:10) - Text-Based Payroll Management

(20:43) - Document Management and Employee Onboarding

(26:55) - Tax Impounding and Auto Filing

(33:45) - Intuit Intelligence and Business Analytics

(41:29) - Upcoming Classes and Events

LINKS

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
Connect with Dan
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
QB Power Hour Webinar 1099 Strategies: Is QB Enough? - 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/@UnofficialQuickBooksPodcast?sub_confirmation=1

https://www.earmark.app/onboarding

Christmas Gifts from Intuit!(Look What I Found Dec 2025) Dec 25, 2025

Show notes

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

(00:00) - Welcome to the Christmas Edition

(00:59) - QuickBooks Online: New Features and Improvements

(01:41) - Account and Settings Updates

(02:47) - Banking Feed Enhancements

(04:55) - QuickBooks Time Integration

(07:04) - Sales Tax Center

(15:40) - Modern Reports: New Features

(19:38) - Backup and Restore Utility

(22:19) - Payroll Agent and Time Tracking

(25:00) - Upcoming Classes and Final Thoughts

LINKS