Podcast Episode Overview
QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Dan DeLong
- Guest – Matthew “Spot” Fulton
Sponsors
Pilot – http://uqb.promo/pilot
Kick.co – http://uqb.promo/kick
Podcast Highlights
(00:00) – Welcome and Setup
(01:12) – QuickBooks Live Ends
(02:47) – What Makes an Expert
(07:08) – Firm of the Future Article
(11:03) – Who Intuit Experts Serve
(13:41) – Pro Partner Matching Network
(15:35) – Services Built Into QBO
(17:31) – Breaking Down New Services
(21:36) – Consent and Default Off
(25:57) – Intelligent Onboarding
(28:50) – Cross Sell and Workforce
(34:18) – Do They Compete With Firms
(38:16) – Marketing Toggle Recap
(38:52) – Unknown Accountant Status Rules
(40:17) – Overlap Services Confusion
(43:52) – Onboarding Versus Suppression
(45:52) – Where Controls Live
(46:28) – Client Versus Firm Billing
(49:55) – Expert Hub Visibility
(52:51) – QuickBooks Live Rebrand
(56:39) – Why Intuit Changed Course
(59:42) – What To Do Now
(01:05:11) – ProPartner And Suite Updates
(01:06:40) – Wrap Up And Community
(01:07:32) – Hosts Updates And Outro
Links
- Intuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/
- Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/
- Alicia’s upcoming classes:
-
- 3rd Party App Exploration, Aug 12: http://royl.ws/3rdparty
- Intuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suite
- Battle of the Books – QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration
- AI in QBO: http://royl.ws/AI
- Intuit Accountant Suite in Sept: http://royl.ws/IAS
- Connect Claude to QuickBooks Online?: https://www.schoolofbookkeeping.com/blog/QBOClaude
- What Specifically can Claude do in QuickBooks Online: https://www.schoolofbookkeeping.com/blog/what-specifically-can-claude-do-in-quickbooks-online
- No, AI Isn’t Coming for Your Bookkeeping Job: https://www.schoolofbookkeeping.com/blog/AIinAccounting1
- The Blind Spots Automation Can’t See (Yet): Where QuickBooks AI Still Needs a Human: https://www.schoolofbookkeeping.com/blog/AIinAccounting2
- How to Become the Human Your Clients (and Their AI) Actually Need: https://www.schoolofbookkeeping.com/blog/AIinAccounting3
- Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
- Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
- QB Power Hour: https://www.qbpowerhour.com/
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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.
