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Upcoming TRAINING

The Accounting Life Cycle

Join Mariette Martinez and Alicia Katz Pollock for a guided, five-week accounting and financial literacy experience designed to help bookkeepers connect the dots between everyday bookkeeping, financial reporting, client communication, and year-end readiness.

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Now You Know, In the Know May 2026 – Podcast

Episode 145 | Now You Know, In the Know May 2026 | Royalwise

Table of Contents

Podcast Episode Overview

Alicia and Dan DeLong recap Intuit’s May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There’s also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30.

Creators & Guests

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

Sponsors

Aqqrue – http://uqb.promo/aqqrue
C&R Consulting – http://uqb.promo/cnr

Links

Intuit’s In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharing
RightTool: RightTool.app, use code ROYALWISE for 20% off
Books Close episode: uqb.show/130

Dan’s School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp

Dan’s Links:

Alicia’s new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-book
July 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907

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/@UnofficialQBOPodcast

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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.

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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