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New Year, New Innovations! (Podcast)

Episode 123 | New Year, New Innovations! | Blog Header | Royalwise

Table of Contents

Podcast Episode Overview

Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect’s Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence’s business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.

Creators & Guests

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

Sponsors

UNC – https://uqb.promo/unc

Podcast Highlights

(00:00) – Welcome to The Unofficial QuickBooks Accountants Podcast
(00:48) – QuickBooks Online Innovations
(01:44) – Bank Feed Enhancements
(06:56) – Client Requests and MasterCard Integration
(18:27) – Operational Software Hurdles Removed
(19:27) – Text-Based Payroll Management
(22:00) – Document Management and Employee Onboarding
(28:12) – Tax Impounding and Auto Filing
(35:02) – Intuit Intelligence and Business Analytics
(42:46) – Upcoming Classes and Events

Links

Alicia’s Upcoming Classes:
1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907
Connect with Dan:
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
QB Power Hour Webinar 1099 Strategies: Is QB Enough? – 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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