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July 2025 QuickBooks Online Updates (Podcast)

Episode 101 | July 2025 QuickBooks Online Updates | Royalwise

Table of Contents

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

Intuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing
Sign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907
Dan’s Links:
Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae – https://snip.ly/AISOBQBPH
Dan’s Blog on the AI Agents – https://snip.ly/UQAPAIAgents
Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank
QB Power Hour Webinar – https://www.qbpowerhour.com/

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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