Podcast Episode Overview
Alicia recaps Intuit’s February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
Sponsors
UNC – https://uqb.promo/unc
Podcast Highlights
(00:00) – Welcome to The Unofficial QuickBooks Accountants Podcast
(03:21) – Upcoming Partner Webinars (Double & Method) + Why They Matter
(04:08) – New Invoice Payment Option: Affirm ‘Buy Now, Pay Later’ in QuickBooks
(07:51) – Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview
(14:29) – Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders
(22:02) – Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions
(23:32) – Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel
(23:58) – Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing
(26:39) – Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early
(28:29) – Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists)
(30:05) – Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown
(31:12) – Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches
(37:24) – Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time?
(39:23) – Business Tax AI: Deduction Maximizer & Where to Find It in QBO
(52:43) – What’s Next: Intuit Podcasts, Intuit Connect, and July’s Mysterious AI Agents
(55:17) – Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes
Resources
In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdf
Partner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60
Canny for product feedback: http://intuit.canny.io
Customer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107
Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130
Links
Alicia’s current classes:
Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907
10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907
QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
