Podcast Episode Overview
Alicia and guest Matthew Fulton break down everything covered on the QuickBooks Online ProAdvisor Level 1 and Level 2 recertification exams, from test-taking strategies to a deep walkthrough of the new features Intuit is testing you on. Along the way they unpack the expanded AI capabilities built into QBO, including the business feed, Finance AI, the Customer Hub, and the new analytics dashboards. If recertification season has been sitting on your to-do list, this episode is the push and the prep you need.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Matthew “Spot” Fulton
Sponsors
Podcast Highlights
(00:00) – Welcome to the Unofficial QuickBooks Podcast
(01:21) – Recertification Season Basics
(02:25) – Level 1 vs Level 2 Value
(03:46) – How the Tests Changed
(04:57) – Prep Tips and Training
(09:01) – Open Book Test Strategy
(16:59) – Why Recertify Every Year
(18:44) – This Year New Platform
(23:39) – Exam Objectives Overview
(29:58) – Interface and Shortcuts
(32:39) – AI Features Breakdown
(36:50) – AI Models Privacy and HI
(42:49) – Sales Menu Overhaul
(43:49) – Customer Hub Focus
(44:35) – Inventory Upgrades
(46:44) – Sales Orders Evolve
(47:44) – Customer Hub CRM Tools
(49:02) – Contracts Scheduling Calls
(50:09) – Test Strategy Insights
(51:55) – Expenses Vendor Updates
(54:00) – Bill Pay Limits Approvals
(56:28) – Bank Feeds Extraction Reconcile
(58:53) – aaaaaaaa port Insights
(01:08:39) – Level Two Projects Reports
(01:10:16) – Modern Reports Scheduling
(01:11:31) – Calculated Fields KPI Scorecard
(01:16:18) – Wrap Up Next Steps
Links
- Intuit Recertification FAQ: https://quickbooks.intuit.com/uk/accountants/renewing-online-certification/
- Worksheet with clickable links: https://drive.google.com/file/d/13SojHki1bOyR2xaPjWFD8Z9VxapX8-5I/view
- What’s New in QBO 2026: https://drive.google.com/file/d/1MDAerIGe3WtRKCt_N37IkZgi4nwtxAJj/view
- ProAdvisor Glossary: https://drive.google.com/file/d/1SPt24RBgvJSBesv6cnUDn73_ccDdtnDO/view
- Past episodes we reference:
- Customer Hub: www.uqb.show/107
Connect with Matthew
- 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907
- 5/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=5393907
- 5/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=5393907
- 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
- 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?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.
