Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.

Sponsors
UNC - https://uqb.promo/unc

Check out Canny at intuit.canny.io

Alicia’s current classes:

• 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
• QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
• Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
• Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
• Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

Margie’s Free Class Friday:
www.akadian.com/lockerroom

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.

Sponsors
UNC - https://uqb.promo/unc

• 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
• QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
• Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
• Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
• Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.

• (00:00) - Introduction to the Podcast
• (01:28) - Upcoming Events and Webinars
• (05:02) - Product Innovations and Updates
• (14:11) - Realm Consolidation Explained
• (22:32) - Personal Updates and Upcoming Classes
• (25:38) - Conclusion and Farewell

• Alicia’s upcoming classes:
  • 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
  • QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907
  • Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
  • Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
• In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdf
• Intuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/

  Realm consolidations:

• Learn more: https://www.firmofthefuture.com/product-update/consolidating-realms/
• Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdf

  Transferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_US

  Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2Vxw

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding