Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.
Sponsors
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
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Chapters
- (00:00) - Introduction and Guest Welcome
- (00:56) - Intuit Connect Conference Overview
- (01:32) - Changes in QuickBooks and Intuit's Strategy
- (02:03) - AI Integration in QuickBooks
- (05:26) - The New Customer Hub and MailChimp Integration
- (06:54) - Concerns About AI and QuickBooks Ecosystem
- (12:10) - ProAdvisors' Role in the AI Era
- (19:44) - Addressing Reporting and Automation Issues
- (27:43) - The Future of QuickBooks Online Accountant
- (28:21) - New Features and Paid Tiers
- (29:24) - Intuit Accountant Suite Overview
- (30:40) - Core and Accelerate Versions
- (30:54) - Client Management and Dashboards
- (33:22) - Practice Management Tools
- (34:01) - Intuit's Market Strategy
- (38:04) - ProAdvisor and QuickBooks Live
- (40:31) - Quicken's Comeback
- (43:34) - AI and Automation in Accounting
- (53:52) - Intuit's Future Plans and Innovations
- (56:44) - Conclusion and CPE Information
Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!
https://uqb.show/subscribe
Connect with Alicia Katz Pollock!
https://www.linkedin.com/in/aliciakatzpollock/
https://royalwise.com/
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Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.com
Get in Touch
Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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