July 2025 QuickBooks Online Updates (Podcast)

Podcast Episode Overview

Alicia and Dan break down Intuit’s July 2025 “In the Know” session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of “accounting agents” that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls “QuickBooks on the Intuit platform,” plus important timeline details for when these changes will automatically roll out to all users.

Creators & Guests

• Host – Alicia Katz Pollock, MAT
• Guest – Dan DeLong

Podcast Highlights

(00:00) – Introduction and Hosts’ Catch-Up
(01:20) – Overview of July 2025 ‘In the Know’ Session
(03:27) – ProAdvisor Community News and Upcoming Courses
(05:53) – QuickBooks on the Intuit Platform
(11:28) – New Features in QuickBooks Online
(19:24) – Bank Feeds Innovations
(30:39) – Navigating Action Buttons
(31:02) – Enhanced Grouping Features
(31:24) – AI Assistance in Transactions
(34:16) – Detecting Bank Fees
(34:55) – Combining Matches in Bank Feeds
(36:54) – New Accounting Agent Features
(39:39) – Context Gathering for Transactions
(43:28) – Anomaly Detection in Reports
(46:06) – Improved Reconciliation Process
(47:07) – Bill Pay Basic in All Plans
(54:05) – Training and Membership Updates

Links & Resources