Podcast Episode Overview
Alicia breaks down Intuit’s December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
Podcast Highlights
(00:00) – Introduction to the Podcast
(01:28) – Upcoming Events and Webinars
(05:02) – Product Innovations and Updates
(14:11) – Realm Consolidation Explained
(22:32) – Personal Updates and Upcoming Classes
(25:38) – Conclusion and Farewell
Links
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
Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
In the Know Dec 2025 Slide Deck:
https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdf
Intuit Accountant Suite:
https://www.firmofthefuture.com/product-update/intuit-accountant-suite/
Realm consolidations:
Learn more: https://www.firmofthefuture.com/product-update/consolidating-realms/
Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdf
Transferring clients:
http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_US
Books Close Playbook:
https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2Vxw
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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.
