Podcast Episode Overview
Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can’t offboard them yet.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Dan Delong
Sponsors
- FutureView Systems – https://uqb.promo/bez
- UNC – https://uqb.promo/unc
Podcast Highlights
(00:00) – Welcome + Dan DeLong joins the podcast (and the matching shirts)
(01:01) – Tax-season chaos & the surprise IAS pricing timeline change
(04:57) – Clearing up what’s still free vs paid: ProAdvisor portal vs add-ons
(05:43) – Accelerate vs Books Close: what each add-on actually does
(07:14) – Hands-on with Intuit Accountant Suite: the new dashboard & widgets
(10:27) – Accelerate pricing breakdown: $149/month firm-wide (no per-user fee)
(16:18) – Books Close vs Books Review (and other tools): who it’s for
(30:01) – Client “Requests” messaging: asking questions on transactions
(32:35) – Game-changer feature: reconciling accounts from Books Close
(36:32) – How to Submit Beta Feedback (and What to Ask For)
(41:41) – Books Close Transaction Reviews: Attachments, Thresholds & Exclusions
(45:50) – Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions
(48:51) – Unapplied Payments + Other “Coming Soon” Anomaly Checks
(55:04) – Pricing Breakdown + The Big Beta Problem: You Can’t Offboard Clients
(59:54) – Wrap-Up: YouTube Demos, Community Updates, and What’s Next
Links
Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/edit
Alicia’s current classes:
Payroll Perfection Bundles (t QBO Payroll classes – 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907
Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907
Dan’s Links:
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
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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.
