Intuit (dis)Connect

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.

Sponsors
Digits - https://uqb.promo/digits

(00:00) - Introduction and Guest Welcome

(04:15) - The New Customer Hub and MailChimp Integration

(05:43) - Concerns About AI and QuickBooks Ecosystem

(10:59) - ProAdvisors' Role in the AI Era

(17:36) - Addressing Reporting and Automation Issues

(24:18) - The Future of QuickBooks Online Accountant

(24:32) - Introduction to QBO A Refresh

(24:56) - New Features and Paid Tiers

(25:59) - Intuit Accountant Suite Overview

(27:15) - Core and Accelerate Versions

(27:29) - Client Management and Dashboards

(29:57) - Practice Management Tools

(30:36) - Intuit's Market Strategy

(34:39) - ProAdvisor and QuickBooks Live

(35:42) - Quicken's Comeback

(38:46) - AI and Automation in Accounting

(49:04) - Intuit's Future Plans and Innovations

(51:56) - Conclusion and CPE Information

LINKS

Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course ?affiliate=5393907

BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp

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Intuit (dis)Connect

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