Podcast Episode Overview
Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite’s construction-focused upgrades to MailChimp’s QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Dan Delong
Sponsors
UNC – https://uqb.promo/unc
Podcast Highlights
(00:00) – Introduction and Hosts’ Banter
(00:45) – Intuit Connect Experience
(01:37) – Intuit Enterprise Suite for Construction
(03:24) – New Features in Intuit Enterprise Suite
(08:04) – Challenges and Solutions in Intuit Enterprise Suite
(15:12) – MailChimp Integration with QuickBooks
(24:57) – Customer Hub Overview
(29:19) – Exploring New Features in Online Bill Pay
(30:18) – AI and Machine Learning in Bill Processing
(33:46) – Bill Payment Speeds and Security Measures
(37:20) – Accountant Tools and Client Management
(41:03) – Recurring Invoices and Customer Dashboards
(42:28) – Lending Options and Financial Products
(47:09) – Upcoming Courses and Collaborations
Links
Customer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107
Alicia’s current classes:
1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
Payroll Perfection Bundles (4 QBO Payroll classes – 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907
Dan’s Links:
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.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.
