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LIVE TRAINING

Intuit Accountant Suite

On December 31, 2026, QuickBooks Online Accountant will officially be discontinued and Intuit Accountant Suite will take its place. Join us for a hands-on tour of the new platform.

Customer Leads Hubba-Hubba (Podcast)

Episode 107 | Customer Leads Hubba-Hubba | Royalwise

Table of Contents

Podcast Episode Overview

Alicia takes a live, unscripted look at QuickBooks’ brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.

Creators & Guests

  • Host – Alicia Katz Pollock, MAT

Sponsors

Links

Video demo of the new Customers Hub:
https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4

Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform):
http://royl.ws/QBO-Refresh?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

 

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.

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
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