Unofficial QuickBooks Accountants Podcast

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/intuitSTR 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 LINKSIn the Know Recording: https://intuit.ondemand.goldcast.io/on-demand/4e46b94e-346a-4981-9971-f4d88f47788cIn the Know Handouts: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/uiktKVQT5OYNhEwMD4uQ_June2026_ProAdvisor_InTheKnow_Handout.pdfPrevious Episodes Mentioned:The Canny Can Can - uqb.show/125 July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia’s book on Amazon: http://royl.ws/conversion-bookDan’s School of Bookkeeping blog on Realm Consolidation: https://www.schoolofbookkeeping.com/blog/making-realm-consolidation-easy-a-practical-guide-for-accountants Dan’s LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://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/intuitAqqrue - http://uqb.promo/aqqrueSTR Search - http://uqb.promo/str(00:00) - Welcome and Setup (01:25) - How to Read Earnings (02:49) - Companywide Results (05:09) - QuickBooks Segment Growth (08:15) - QBO Plans and Pricing (09:33) - Services Payments Payroll (12:14) - Desktop and Migration (13:18) - Mid Market Enterprise Push (15:02) - Mailchimp Reality Check (16:53) - AI at Scale (17:40) - August Pricing Shakeup (23:07) - Accountants as Customers (24:51) - Workforce Cuts and Margins (26:41) - TurboTax Trends (30:43) - Credit Karma Monetization (34:13) - Pro Tax and Wrap Up (35:58) - Training Course and Goodbye LINKSJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia’s book on Amazon: http://royl.ws/conversion-bookWe want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://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/intuitAqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Welcome and Overview (00:29) - Better Together Tour (01:48) - Accountant Suite Training (03:14) - Modern Reports Update (04:21) - Invoice Deposits Changes (06:24) - Customer Payment Portal (08:02) - Payroll Garnishment Tracking (09:47) - Batch Bill Pay Upgrade (10:15) - Intuit Experts Pushback (13:19) - Cash Flow Tools Coming (14:28) - CAS Revenue Calculator (24:51) - Hands On Training Class (28:17) - Wrap Up and Goodbye LINKSFirmofthefuture.comAlicia’s book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://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/intuitAqqrue - http://uqb.promo/aqqrueC&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 LINKSIntuit Account login episode: uqb.show/81 Dan’s School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRpSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia’s book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://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/aqqrueC&R Consulting - http://uqb.promo/cnrLINKSIntuit’s In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharingRightTool: RightTool.app, use code ROYALWISE for 20% offBooks Close episode: uqb.show/130Dan’s School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan’s LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia’s new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding