Dan DeLongEvery podcast appearance, updated as new ones drop

QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Kick.co - http://uqb.promo/kick (00:00) - Welcome and Setup (01:12) - QuickBooks Live Ends (02:47) - What Makes an Expert (07:08) - Firm of the Future Article (11:03) - Who Intuit Experts Serve (13:41) - Pro Partner Matching Network (15:35) - Services Built Into QBO (17:31) - Breaking Down New Services (21:36) - Consent and Default Off (25:57) - Intelligent Onboarding (28:50) - Cross Sell and Workforce (34:18) - Do They Compete With Firms (38:16) - Marketing Toggle Recap (38:52) - Unknown Accountant Status Rules (40:17) - Overlap Services Confusion (43:52) - Onboarding Versus Suppression (45:52) - Where Controls Live (46:28) - Client Versus Firm Billing (49:55) - Expert Hub Visibility (52:51) - QuickBooks Live Rebrand (56:39) - Why Intuit Changed Course (59:42) - What To Do Now (01:05:11) - ProPartner And Suite Updates (01:06:40) - Wrap Up And Community (01:07:32) - Hosts Updates And Outro LINKS Intuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/ Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/ Alicia’s upcoming classes: 3rd Party App Exploration, Aug 12: http://royl.ws/3rdparty Intuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suite Battle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration AI in QBO: <a href="http:/

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 (00:00) - Podcast Welcome (00:37) - Scaling New Heights Buzz (02:04) - New Sponsor Update (03:19) - Screen Share Format (04:40) - June 2026 Recap Intro (06:07) - ProAdvisor Awards Shoutouts (07:24) - QBOA Sunset Reminder (10:00) - Advanced Bundle Deals (10:39) - Events and CAS Training (13:02) - Modern Reports Overhaul (15:35) - Why Reports Are Changing (18:57) - Modern Reports Timeline (19:50) - Recent Report Fixes (22:42) - Customization Improvements (25:30) - Modern Reports Updates (25:45) - Canny Boards Feedback (26:45) - Enterprise Consolidations Demo (28:30) - Intercompany Eliminations Tools (30:34) - Early Access Beta Features (31:19) - Accountant Revenue Share Boost (32:56) - ProPartner Program Overview (35:22) - Support and Revenue Share Changes (37:46) - IAS Accelerate Top Tier (38:41) - Training and Team Management (39:38) - Community Pipeline and Awards (41:28) - Tiers and Readiness Poll (45:41) - Wrap Up and Next Steps LINKS 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: <a href="https://www.schoolofbookkeeping.com/b

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 (00:00) - Intuit Layoffs Overview (01:57) - Why Layoffs Happen (03:01) - Dan Layoff Story (04:58) - Restructure Not AI (06:23) - Details and Office Closures (09:42) - India and Global Impact (11:50) - Culture and Job Mobility (14:15) - Severance and Support (19:20) - Layoffs and Career Growth (23:15) - Letter Management Layers (27:36) - Customer Support Outsourcing (30:43) - Strategic Hubs and Remote Work (33:18) - TurboTax Credit Karma Merge (34:13) - Restructuring Around Customers (35:18) - Three Big Bets Explained (35:55) - AI Native Done For You (36:58) - Center Of Money Push (39:05) - Mid Market Expansion (40:31) - MailChimp Cuts And Risks (44:19) - Divestiture Rumors And AI (48:12) - SMB Churn And Competition (50:18) - Closing Thoughts And Thanks (51:17) - What’s New With Hosts (51:52) - Scaling New Heights Plans (54:01) - Alicia Events And Training (57:11) - Awards And Final Wrap LINKS 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, <stron

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 LINKS 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

QuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you. Sponsors Wurthy - https://uqb.promo/wurthy (00:00) - Intro to Item Receipts (01:25) - Desktop Origins Explained (02:33) - PO Workflow and Missing Step (04:05) - Date Problems and Enhanced Receiving (06:06) - Inventory Offset Holding Account (07:29) - Turning It On in QBO (08:01) - Irreversible Setting and Backups (09:49) - Testing Before You Commit (10:24) - Bills Without Item Receipts Pitfall (14:00) - Workflow Tips and Reporting Soapbox (16:48) - Who Should Enable This (18:09) - Inventory Roadmap and Wrap Up (19:23) - Announcements and Final Thanks LINKS Alicia’s Upcoming Classes Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907 Dan’s Links S of B Blog on Item Receipts: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Blog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts 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 Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Dan break down Intuit's March "In the Know" webinar, covering the biggest product updates coming to QuickBooks this spring. The headliner is a new Buy Now, Pay Later option powered by Affirm—available right inside QBO invoices, with no extra fees and no risk to the business owner. They also dig into Books Close pricing changes, a modernized payroll run table, and new recurring and bulk payment features in Bill Pay. Sponsors Wurthy - https://uqb.promo/wurthy Resources (there are EVEN MORE links in the slide deck!) Intuit’s ITK Slide Deck with links and QR codes: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/ykjffDsdSgCZB7mBHr7K_March2026_ProAdvisor_InTheKnow_Handout.pdf Vote for Alicia & Dan + your favorite ProAdvisor for Insightful Accountant’s Top ProAdvisor award, March 24 to April 26: https://survey.zohopublic.com/zs/00DALX?utm_campaign=21663829-2026%20Top%20ProAdvisor%20Awards&utm_source=2026topproadvisors_awardsportal&utm_medium=qrcodemurph Call 1-877-222-1351 to get 2 QBO Advanced shells for $68.75 each Webinars to learn about Intuit Enterprise Suite: https://ieswebinars.intuit.com/hub/ondemand?i=QHjqXHBPTxn-a8Bzak0SgO9aL-6dgfqR QBO’s Accounting AI (Bank Feeds) improvements: https://www.youtube.com/watch?v=Upq8Qk538QA Alicia’s upcoming classes: Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907 Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907 Intuit Enterprise Suite class on June 2: http://royl.ws/intuit-enterprise-suite?affiliate=5393907 Dan’s Links S of B Blog on comparing Books Review and Books Close: https://www.schoolofbookkeeping.com/blog/what-s-the-difference-between-books-review-vs-books-close-is-it-worth-the-cost Schoolofbookkeeping YouTube: <a

Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving. Sponsors UNC - https://uqb.promo/unc (00:00) - Wheel of Rants Setup (01:24) - Topic Software Changes (02:14) - Why Change Frustrates Pros (04:15) - Staying Current With Updates (06:16) - AI Shifting Software UI (10:25) - Industry Wake Up Call (14:49) - Stability Versus Innovation (18:47) - Modern Reports Reliability (23:07) - Apple Liquid Glass Woes (25:22) - Adapting To New Ecosystems (27:47) - Wrap Up And Takeaways (28:15) - What Dan And Alicia Are Doing (29:48) - Final Thanks And Sign Off LINKS 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 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907 QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?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 Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.a

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: <a href="https://www.schoolofbookkeeping.com/workshop-wedne

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 . Joi

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

Sponsors Digits - https://uqb.promo/digits (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (16:50) - Client Insights and Custom Views (23:16) - Books Close Feature (32:33) - ProAdvisor Academy Enhancements (37:18) - Wrapping Up and Upcoming Classes LINKS 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 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 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 (00:00) - Introduction and Hosts (01:10) - Discussing AI in QuickBooks Online (06:07) - Exploring QuickBooks AI Agents (07:11) - Accounting Agent Deep Dive (23:11) - Bank Reconciliation Enhancements (31:44) - Payments Agent Overview (32:55) - Leveraging Customer Insights for Better Invoicing (33:32) - Maximizing Cash Flow with Late Fees and Reminders (34:17) - Personal Experiences with Payment Agents (45:04) - Finance Agent Overview (55:25) - New Navigation Tips and Tricks (58:31) - Upcoming Classes and Events LINKS 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

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 (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:07) - Current Security Threats in QuickBooks Online (11:58) - Best Practices for Enhanced Security (18:26) - Implementing Backup and Alias Emails (22:01) - Using Limited Access Users and Company ID (25:24) - Best Practices for Admin and User Management (26:24) - Security Measures and Password Management (26:51) - QuickBooks Business Network: Pros and Cons (29:36) - Convenience vs. Security in QuickBooks Features (32:50) - Exploring Third-Party Apps for Enhanced Security (38:16) - Final Thoughts and Call to Action (39:25) - Upcoming Events and Conferences LINKS 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

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 (00:58) - Understanding Migration vs. Conversion (02:35) - Challenges in Migrating Payroll (05:50) - The Importance of Admin Roles (16:16) - Migrating Attachments (20:10) - Practical Tips for Migration (26:08) - Upcoming Events and Conferences LINKS 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

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 (02:09) - The Importance of Security for Accountants (02:51) - Common Security Issues in QuickBooks (05:34) - Understanding Passkeys and Their Benefits (10:57) - Real-World Examples and Horror Stories (25:53) - Best Practices for Account Security (31:28) - The Dangers of Sharing Personal Information Online (31:54) - The Importance of Two-Factor Authentication (32:24) - Benefits of Using Password Managers (33:37) - Real-Life Hacking Scenarios and Solutions (39:45) - Recognizing and Avoiding Email Scams (43:59) - QuickBooks Security Features and Concerns (48:32) - Intuit's New Feedback System for Banking Feeds (51:59) - What’s Going on in Our World Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632 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 fraud@intuit.com 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

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 (00:00) - Introduction and Hosts' Catch-Up (01:20) - Overview of July 2025 'In the Know' Session (03:27) - ProAdvisor Community News and Upcoming Courses (05:53) - QuickBooks on the Intuit Platform (11:28) - New Features in QuickBooks Online (19:24) - Bank Feeds Innovations (30:39) - Navigating Action Buttons (31:02) - Enhanced Grouping Features (31:24) - AI Assistance in Transactions (34:16) - Detecting Bank Fees (34:55) - Combining Matches in Bank Feeds (36:54) - New Accounting Agent Features (39:39) - Context Gathering for Transactions (43:28) - Anomaly Detection in Reports (46:06) - Improved Reconciliation Process (47:07) - Bill Pay Basic in All Plans (54:05) - Training and Membership Updates 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 - <a href="https://www.qbpowerh

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 (00:00) - Welcome to the 100th Episode Celebration! (00:37) - Meet the Community and Hosts (01:34) - The Origins of the Podcast (04:59) - The Unofficial Nature and Honest Conversations (05:50) - Hector's Words of Wisdom (07:51) - The Importance of Collaboration (11:52) - Favorite Episodes and Memorable Moments (23:56) - Embracing Change and Innovation (31:17) - Feedback on Beta Testing (31:53) - Rant on Sample Company Updates (34:37) - Live Classes and Feedback Flooding (35:48) - Challenges in Training with QuickBooks (38:24) - Adapting to Changes in Training (41:51) - Outsourcing and Global Workforce (44:49) - Future of QuickBooks and AI (46:43) - Engaging with the Community (56:08) - Conclusion and Call to Action Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email: unofficialquickbookspodcast@gmail.com 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

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 (00:22) - Initial Impressions and User Reactions (05:59) - Exploring the Dashboard Features (15:01) - Understanding the Business Feed (23:09) - Reports and Financial Planning (26:27) - Integrations and My Apps Section (27:48) - Introduction to My Accountant Tool (28:28) - Navigating the Accounting Section (28:50) - Exploring the Expenses Section (29:23) - Sales and Payment Methods (33:18) - Customer Hub and CRM Tools (34:05) - Payroll and HR Features (35:41) - Time Tracking and Projects (36:41) - Inventory and Sales Tax (37:19) - Business Tax and Lending (42:03) - Interface Updates and Bookmarks Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email: unofficialquickbookspodcast@gmail.com 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.qbp

Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and customer tracking that users should be aware of. Sponsors Debits - https://uqb.promo/debits Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email: unofficialquickbookspodcast@gmail.com Alicia’s Mobile app class was on May 13 - you can take it any time at http://royl.ws/QBOMobile ?affiliate=5393907 Alicia’s QuickBooks Payments class - http://royl.ws/GoPayment ?affiliate=5393907 Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH 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 (00:00) - Introduction to the Episode (01:37) - Introduction to Payment Links (02:45) - Creating and Using Payment Links (05:07) - One-Time Payment Links (07:37) - Multi-Use Payment Links (10:08) - Limitations and Workarounds (16:48) - Advantages of QuickBooks Payments (18:52) - Conclusion and Upcoming Events

Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition. Sponsors Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF) (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - The End of QuickBooks Tags (01:48) - Creative Uses of Tags (04:32) - Migration Timelines and Steps (08:05) - Changes to Custom Fields (12:07) - Migration Process Explained (20:18) - Understanding Tag Association with Customers and Vendors (20:46) - Testing Tag Visibility in Transactions and Multiple Tags (22:05) - Running Reports on Tags Before Migration (23:42) - Limitations of Custom Fields in Profit and Loss Reports (26:17) - Reports That Support Custom Fields (29:35) - Custom Fields in API and Spreadsheet Sync (32:57) - Future Enhancements and Roadmap for Custom Fields (33:25) - Tags vs. Classes: A Detailed Comparison (38:20) - Final Thoughts on Tags and Migration Support (40:12) - Upcoming Classes and Contact Information Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com Intuit’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_US Dan’s Links QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Alicia’s Links “Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907 “QuickBooks Payments” class: Live webinar April 22, recording available afterwards <a href

Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account management etiquette when transitioning between bookkeepers. Sponsors Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF) Settle - https://uqb.promo/settle TeamUp - https://uqb.promo/teamup (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:26) - Managing Your Intuit Account: Getting Started (06:25) - Sign-In and Security Features (11:55) - Profile and Business Information (14:08) - Data and Privacy Controls (17:15) - Products, Billing, and Payment Methods (19:36) - Document Management in QuickBooks (22:20) - Navigating Intuit Accounts (27:25) - QuickBooks Payments Portal Insights (30:11) - Ensuring Access and Security in QuickBooks (34:08) - Understanding the Role of Primary Admin (42:11) - Wrap Up and What's Coming Up (42:55) - Upcoming Classes and Final Thoughts Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com Alicia’s Upcoming Classes: QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking Reconciling in QBO on March 18: http://royl.ws/Reconciling-In-QBO Dan’s Links: Dan’s Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins QB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins 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 <

Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, and expanded payment options such as Apple Pay, PayPal, and Venmo integration. This comprehensive tour reveals both obvious and hidden features, helping users adapt to and take advantage of the modernized invoice experience. Sponsors Bluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF) TeamUp - https://uqb.promo/teamup (00:00) - Introduction to the Podcast and Hosts (01:42) - The Evolution of Modern Invoices (03:56) - Exploring New Invoice Features (06:23) - Navigating the Modern Invoice Layout (06:55) - Intuit Assist and Autofill Capabilities (13:15) - Customer Information and Sales Tax (21:28) - Communication Boxes and Attachments (23:57) - Subtotal, Sales Tax, and Shipping (27:21) - Saving, Sending, and Receiving Payments (29:57) - Managing and Customizing Invoices (32:41) - Payment Options and Methods (41:03) - Managing Tips and Discounts (50:56) - Recurring Invoices and Payments (56:39) - Invoice Status and Feedback (59:26) - Wrapping Up and Upcoming Events Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com Links for this episode: Intuit Support article: https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US Alicia’s Upcoming Classes: Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking Dan’s Upcoming Events: QB Power Hour - Bridging the Apps - Using Zapier to connect the missing links in integrated apps - 3/4/25 Noon ES

Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods. Sponsors Bluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle TeamUp - https://uqb.promo/teamup (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:43) - Dan DeLong's Background and Experience (03:12) - The Importance of 1099s (04:58) - Complexities of 1099 Forms (09:22) - Gathering Recipient Information (11:36) - Using QuickBooks Online for 1099s (28:46) - Contractor Center in QuickBooks Online (32:48) - Introduction to 1099 Preparation (33:10) - New 1099 Wizard Features for 2025 (34:34) - Manual vs Automated 1099 Preparation (36:40) - Cost and Billing for 1099 Services (41:28) - Step-by-Step 1099 Preparation Process (54:25) - Final Tips and Best Practices (57:30) - Upcoming Classes and Collaborations (01:00:58) - Conclusion and Closing Remarks Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com Links/Apps Mentioned in this episode: Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099 Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend Alicia's QB Desktop to QBO Class https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Online Dan's schoolofbookkeeping.com Dan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1 https://www.qbpowerhour.com/ Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding