Skip to content
TrackPodcasts
newsJul 23, 202651:17pending

Now You Know: In the Know July 2026 Recap

About this episode

Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix


  • (00:00) - Welcome and Introductions
  • (01:12) - Why Now You Know
  • (02:58) - Community News Roundup
  • (05:11) - Intuit Connect Details
  • (05:41) - Product Improvements Poll
  • (06:54) - Speed Issues and Router Tips
  • (08:17) - Meaningful Improvements Wish List
  • (10:34) - Bank Feed Matching Updates
  • (13:54) - Dashboard and Shortcuts
  • (16:18) - Reports and Sign In Changes
  • (18:11) - AI Plus HI Services
  • (19:39) - Accountants as Customers
  • (22:35) - Intuit Experts Guardrails
  • (27:47) - Auto On Billing Concerns
  • (28:49) - Bank Feeds Expert Review
  • (30:34) - Pricing Data Access Questions
  • (32:34) - Accountant Suite Adoption Poll
  • (34:13) - Multi Tab Workflow Upgrade
  • (35:48) - Unified Inbox Portal
  • (41:37) - Accelerate Firm Insights
  • (45:35) - Accelerate Pricing Books Close
  • (46:58) - Resources Training Wrap Up

LINKS

Handout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdf

Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ 

Useful IAS resources:

August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?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 

Get every episode summarized

Each time Unofficial QuickBooks Accountants Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Now You Know: In the Know July 2026 Recap

Unofficial QuickBooks Accountants Podcast

0:00
51:17

More episodes

More from Unofficial QuickBooks Accountants Podcast

View all episodes →