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

Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.

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

• 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
• Connect with Dan
  Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
  Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
  QB Power Hour Webinar 1099 Strategies: Is QB Enough? - https://www.qbpowerhour.com/

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 runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.

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

• Alicia’s QBO classes related to this episode:
• Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
• Sales Tax: http://royl.ws/SalesTax?affiliate=5393907
• QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
• QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907
• Alicia’s Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907
• Alicia’s Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907

  Rewind for backups: http://royl.ws/Rewind

  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

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

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

• Mentions in episode:
  Alicia’s Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
  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=539390

Dan

• Intuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA

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 opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.

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

• Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
• Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

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 recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.

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

• Intuit’s Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_link
• In the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharing

  Alicia’s upcoming classes:

  • QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907
  • Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)
  • Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical’s Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)

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