Now You Know: In the Know October 2026 Recap

Alicia and Matthew “Spot” Fulton recap Intuit’s latest In the Know webinar, starting with why accountants should move to Intuit Accountant Suite now, ahead of the ProPartner Accountants launch and the December 31 end of QuickBooks Online Accountant. They cover Books to Advice, which pulls QuickBooks Online data straight into ProConnect and Lacerte tax projections, and a new payroll feature that imports hours from third-party time tracking spreadsheets. They also look at the new client list columns, consolidation that now carries over documents, reports, and team members, and the HR resource center expanding to all Workforce levels. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Zamp - http://uqb.promo/zamp Veltrix - http://uqb.promo/veltrix (00:00) - Welcome and Format (00:45) - What Is In the Know (02:52) - Community News and Events (04:33) - ProPartner Transition Tips (07:31) - Workforce Payroll and HR (09:15) - Awards and Webinar Lineup (12:17) - Books to Advice Tax Planning (17:58) - Payroll Spreadsheet Uploads (23:00) - Accountant Suite Updates (26:53) - Consolidation and Accelerate (35:58) - Around the Corner Wrap-Up (36:39) - Hosts Updates and Closing LINKS Link to event: https://intuit.ondemand.goldcast.io/on-demand/71a2f905-626f-448d-8f87-ea9262a76e7a Handouts: https://staticassets.public-pr50.goldcast.io/event/71a2f905-626f-448d-8f87-ea9262a76e7a/resources/po7YmXbGTOK84ynNbW9T_October2026_ProAdvisor_InTheKnow_Handout.pdf Our episode with Jeff Siegel, 2026 Top ProAdvisor: www.uqb.show/108 Alicia’s Upcoming Classes: 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: Nov 10 - Dec 8: Accounting LifeCycle with Mariette Martinez: https://learn.royalwise.com/visitor_catalog_class/show/2637279/The-Accounting-Life-Cycle-with-Mariette-Martinez Nov 13: QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907 Nov 24: QB Time Course: http://royl.ws/qbtime?affiliate=5393907 Dec 2: 1099s in QBO: http://royl.ws/QBO-1099 Dec 9: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Dec 15: Year-end Cleanup for Taxes: http://royl.ws/QBOYearEnd 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