QuickBooks Live is Dead, Long Live Intuit Experts

QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick

• Intuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/
  Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/

  Alicia’s upcoming classes:

  • 3rd Party App Exploration, Aug 12: http://royl.ws/3rdparty
  • Intuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suite
  • Battle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration
  • AI in QBO: http://royl.ws/AI
  • Intuit Accountant Suite in Sept: http://royl.ws/IAS

Dan’s School of Bookkeeping blog on AI/Claude:

• Connect Claude to QuickBooks Online?: https://www.schoolofbookkeeping.com/blog/QBOClaude 
• What Specifically can Claude do in QuickBooks Online: https://www.schoolofbookkeeping.com/blog/what-specifically-can-claude-do-in-quickbooks-online 
• No, AI Isn't Coming for Your Bookkeeping Job: https://www.schoolofbookkeeping.com/blog/AIinAccounting1 
• The Blind Spots Automation Can't See (Yet): Where QuickBooks AI Still Needs a Human: https://www.schoolofbookkeeping.com/blog/AIinAccounting2 
• How to Become the Human Your Clients (and Their AI) Actually Need: https://www.schoolofbookkeeping.com/blog/AIinAccounting3 
• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
• Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
• QB Power Hour: https://www.qbpowerhour.com/ 

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