Unofficial QuickBooks Accountants Podcast

Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot (00:00) - Follow the Money Setup (01:32) - Q4 Scoreboard and Guidance (02:47) - Customer Growth Slowing (03:22) - QuickBooks Free and Lite (05:11) - Moving Upmarket Fast (06:30) - Accountants Drive Enterprise (07:38) - Accountant Suite and Advisory (08:45) - AI Native and Oversight (10:16) - Money at the Center (11:34) - Desktop and Mailchimp Watch (13:17) - Next Four Quarters Checklist (15:07) - Three Practical Actions (16:15) - Closing and Royalwise Updates LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Hector Garcia catch up on a full year of Intuit Enterprise Suite development, covering multi-entity consolidation with automatic eliminations, dimensions that now span every transaction (including a new AI dimension backfill for historical data), and construction features like WIP reporting, negative change orders, and AIA-style billing that now surpass QuickBooks Desktop Enterprise. They also dig into what's coming next for manufacturing and inventory, including multiple units of measure, and run through the IES features that have already trickled down into QBO Advanced, like cost groups, project phases, and proposals. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Kick.co - http://uqb.promo/kick (00:00) - Welcome and Setup (02:55) - What Is Enterprise Suite (08:11) - Pricing and User Limits (10:14) - Dimensions Deep Dive (11:26) - Multi Entity Consolidation (12:45) - Eliminations and Automation (16:59) - Chart of Accouants Control (19:28) - Construction Feature Leap (20:32) - WIP and Change Orders (21:33) - Permissions and Project KPIs (23:57) - AI Budget Imports (25:38) - AIA Billing and Roadmap (27:22) - Inventory and Manufacturing Push (31:45) - Nonprofit Future Plans (34:42) - August Dimension Updates (35:51) - AI Dimension Backfill (37:56) - Features Coming Downstream (38:24) - Cost Groups in Advanced (41:37) - Project Phases Pros Cons (43:59) - Proposals and E Signatures (45:58) - Calculated Fields and Orders (47:39) - Item Receipts Workflow (50:48) - Wrap Up and Next Recap (53:57) - Final Thoughts and Farewell LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Come to Miami in November! Events.reframeaccounting.com Check out Hector’s RightTool: www.righttool.app 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia sits down with Jessica McKellar, CEO and founder of Pilot, to unpack Meridian, the AI accounting platform built over a decade and stress-tested across thousands of month-end closes before its public launch this year. Jessica walks through how it handles reconciliations, supporting schedules, and firm-specific policies natively, executes both recurring close checklists and ad hoc requests like revenue restatements, and why she thinks the shift will let accountants spend less time on mechanical work and more on judgment and advisory, changing how firms and individual accountants get paid in the process. Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot (00:00) - Welcome and Guest Intro (00:43) - Pilot Mission and Origins (03:49) - Meridian Explained (05:30) - Who Meridian Is For (08:35) - Purpose Built Close Engine (09:57) - Reconciliations and Controls (16:01) - Iron Man Suit for Accountants (19:00) - Setup and Daily Workflow (22:49) - Data Feeds and Integrations (25:02) - Stripe Rev Rec and Ecommerce (27:33) - Autonomous Close and Review (34:40) - Modules and Ad Hoc Tasks (40:21) - Economics and Industry Impact (42:35) - How to Learn More (44:16) - Whats Going On in Your World (47:43) - Wrap Up and Farewell LINKS AI in QBO: http://royl.ws/AI?affiliate=5393907 Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

For UNQBA's third anniversary, Alicia welcomes back the podcast's original co-host, Hector Garcia, to look at how the industry has shifted since they started, from the rise of AI-native ledger alternatives like Xero, Digits, and Puzzle to Intuit's course correction on QuickBooks Live and Intuit Experts after accountant backlash. They dig into what "nail the basics" actually means inside Intuit, why the human relationship in accounting still matters even as AI handles more of the busywork, and what they're each watching for out of Intuit Connect and the 2027 rollout of Intuit Accountant Suite. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Kick.co - http://uqb.promo/kick (00:00) - Anniversary Kickoff (02:03) - Industry Shifts and New Rivals (03:38) - AI First Accounting Platforms (08:04) - Spite Switching and Multi Ledger (10:36) - QuickBooks Live Backlash (14:23) - Repositioning Experts and Value (19:59) - Markets Are Conversations (25:38) - Training and ProPartner Future (29:48) - Accountants Split on AI (36:47) - Human Value in an AI World (41:10) - Hector Updates Right Tool Reframe (45:51) - Alicia Courses and QBO Deep Dives (48:47) - Wrap Up and Next Episode LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Come to Miami in Novemeber! Events.reframeaccounting.com Check out Hector’s RightTool: www.righttool.app 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers. Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot (00:00) - Welcome and Updates (01:12) - What Is In the Know (03:34) - CPE and How to Watch (04:19) - ProAdvisor News and Webinars (06:33) - Intuit Connect and Workforce Updates (09:21) - Enterprise Suite Polls and Wishlist (13:47) - IES Intercompany Automation (18:40) - Dimensions and Reporting Upgrades (21:44) - Early Access and Beta Features (23:36) - Sales Tax Reports Overhaul (29:32) - New Sales Tax Reports (31:58) - Drilldowns and Custom Views (33:53) - Whats Coming Next (35:52) - Automated Tax Filing Notes (36:11) - Construction Project Phases (38:55) - AIA Billing Workflow (40:55) - Change Orders Upgrade (44:02) - Playbooks in IAS (47:28) - Client Setup Templates (49:57) - Rollout Questions and Pricing (53:18) - Resources and Toolkit (54:26) - Hosts Updates and Wrap LINKS Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses: AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 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/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding