QB Power Hour Podcast

Intuit Accountant Suite: The New QBOA [01.20.26]

• Dan DeLong

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Changes are coming to QBOA, and it's more than a name change. Intuit Accountant Suite will have some Core Functionality changes and as well as a name change. Sharrin and I will break down these changes in this webinar.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction and Housekeeping
01:53 Welcome and Announcements
05:05 Intuit Accountant Suite Overview
06:24 QuickBooks Desktop Pricing Changes
08:31 Email Scams and Security Tips
18:16 ProAdvisor Program Updates
24:08 Intuit Accountant Suite Details
30:39 Introduction to QuickBooks Online Accountant Suite
31:19 Opting In and Out of Accelerate
32:02 User Interface Redesign
32:29 New Dashboard and Navigation Features
33:49 Changes in Client Management
35:22 Team Management and Service Delivery
37:26 Books Review and Books Close Features
51:32 Client Insights in Accelerate
56:34 Future Features and Final Thoughts

Dan DeLong:

Alright, welcome to another QB Power Hour. Today we're gonna be talking about the Intuit Accountant Suite. Is the new QBOA changes to the platform and the ProAdvisor program. So let's go ahead and kick things off. My name is Dan DeLong, owner at Dan With and School Bookkeeping. Worked that into it for nearly 18 years, doing the co-hosting duties here at the, as well as the workshop Wednesdays, and the feature Deep Dive host at an Unofficial Accountants podcast and the admin and the Facebook, all that stuff. Okay, enough of that big announcement today, Sharrin has graciously accepted to be the full-time co-host of the QB Power Hour. So Sharrin,

Sharrin Fuller:

I am actually watching. Seeing how many fall off after you make that announcement. It's excited, excited to be here, excited to see how long it takes before Intuit says no down. That was a terrible it is decision on your part, but that's okay. Everybody needs a little criticism to keep on their, toes, right?

Dan DeLong:

That's right If we, can't have opportunities for improvement, then we can't have feedback.

Sharrin Fuller:

Absolutely. I agree.

Dan DeLong:

In a couple, of power hours we'll we'll, sit down with Sharrin to meet a little bit more about Sharrin. For those of you that have have not read her book, which is actually a highly recommend to, get an insight as to what makes Sharrin tick or not.

Sharrin Fuller:

Oh man. What

Dan DeLong:

makes Sharrin

Sharrin Fuller:

tick? That song takes longer than a book, but there, oh, there you go. That's the one. That's the one.

Dan DeLong:

All right

Sharrin Fuller:

appreciate, Dan, real quick, I didn't tell you this, but can I have the, can I have the can I have cohost so I can launch some polls for you?

Dan DeLong:

Oh, yeah, we should do that. Whoop, where are you? Sorry about that. Make co-host. There you are. Okay, now you're official.

Sharrin Fuller:

All right. Now I can do things

Dan DeLong:

it, if only it was that easy to make you a co-host,

Sharrin Fuller:

right?

Dan DeLong:

Just

Sharrin Fuller:

right.

Dan DeLong:

All right. As you ha other announcements starting this year in 2026, we are no longer offering CPE credit through earmark. There are historical cha webinars on the channel that you can access through earmark.app and and get some CPE credit. At least for this year. We put a pause on new webinars for, that. But you can always go to qb power hour.com/resources for PDFs of the slides, past recordings, podcasts, and other things there as well. And I forgot to put on the stream, the QR code to get the handouts, and we'll put that in the, chat there when we when we start this first poll here. but today we're gonna talk about our Intuit news is discounts on desktop decoding some of the Intuit confusing emails that that have been floating around. And then we'll go into IAS is the new QBOA. We'll talk about some of the ProAdvisor program changes that were announced at Intuit Connect. And then we will, we'll dive into Intuit Accountant Suite, the different flavors of it and then some of the paid for functions books, close client insights, and some other IAS features. So let's go ahead and launch that first poll question of what version.

Sharrin Fuller:

Oh I was, ready.

Dan DeLong:

You are at the ready go. Excellent. And for those of you

Sharrin Fuller:

watching, I'm ready until I realize I should have been listening to you and hit the launch.

Dan DeLong:

The queue. You're looking for the queue Maybe should do like a,

Sharrin Fuller:

roll that bean footage. I think that one's taken the big roll. That beautiful. I want that.

Dan DeLong:

Excellent. So what version of QuickBooks do you use to support your clients? Qbo O only could be desktop only, or both, or maybe some other accounting software. All right. as we talked about last QB Power Hour, we talked about the effective February 1st, the renewal prices for desktop are increasing. In the Facebook group there was someone who posted this image that came from, it came into email. So the desktop pricing is increasing February 1st, and it's roughly 20%. And then here we get an email from presumably Intuit saying to that you can save 20% for 12 months.

Sharrin Fuller:

God, Intuit is a Bed, bath and Beyond coupon.

Dan DeLong:

That is

Sharrin Fuller:

actually a good way. We increase our prices by 20%, so you can save 20% and look what we've done for you because we love you. We're, it's like we're not accountants and we don't math. Sorry. I said what I said.

Dan DeLong:

That's that was my thought about it too, like if if QuickBooks is increasing their pricing on renewals and they've you can no longer get new versions of, QuickBooks, which is a desktop, I should say. Which I guess. I'm not sure if this applies to enterprise or, not because it just talks about plus. So the, email was that went out was offering the discounts on renewals do they just cancel each other out for the next for the next year. The big question on the Facebook post is this a legitimate email? Which I called the number that was listed there, and it is, Intuit, right? I don't know where it actually goes because I did not follow the tree the, voice recognition tree and what do you, where do you want to go? But I did recognize the automated phone system as being into it. So unless the bad actor out there has copied the voice tree and all of the options I would, assume that this is actually a legitimate email from Intuit, which,

Sharrin Fuller:

so this reminds me of whenever I wanted a discount with Verizon. If I thought my bill was too big, I'd call up to cancel, they'd send me to retention and I'd get like a killer. Same with Cox or internet. I'd get a killer credit for the next year, and then I'd do the same thing again. So this kind of feels like this. Get to the point, let it cancel. Be like, yeah, I'm just gonna go. And then they'll send you the wait. Don't go. You guys don't just stick around for more tips and tricks on money saving with Intuit. Yeah.

Dan DeLong:

And another thought I had right, is I assume that next year they will also increase their prices. So if somebody the only way I guess to get this discount is to call, right? Which gives Intuit an opportunity to talk about non desktop products,

Sharrin Fuller:

find their bookkeeping service,

Dan DeLong:

so it, it allows for that conversation to happen. And if they can still continue to want to stay on, QuickBooks desktop they still can, they get this promotion, assuming next year Intuit will do the same thing and increase their prices on desktop when this expires, that will be quite a jump from what it is today to what it will be in two years presumably. And that will then have the, effect of, whoa. Okay. I really need to start talking about QuickBooks online. This is really effectively just kicking it down two years down the road of when we have to have that conversation about what's gonna happen. And we are also assuming that to I'm sorry that May 31st, 2027 is likely, Hey, the distance,

Sharrin Fuller:

I'll be 47 on that day, so it makes sense that just continue it all down. Just kidding. I'm just kidding. I'm just kidding. I just want everybody know my birthday so they can put it in their calendar.

Dan DeLong:

Good.

Sharrin Fuller:

I accept vodka

Dan DeLong:

duly noted.

Sharrin Fuller:

And recreational drug. Just kidding. I'm kidding. Don't Mel those.

Dan DeLong:

So we're assuming that I'm, operating on the assumption that is the discontinuation date of desktop Pro and Premier. So they may make those announcements then, and that may be another partial of the conversation of, okay we're ready to move to QuickBooks online at that point. But a lot of the comments in that post were, is this leg a legitimate email? One, it's confusing because of the whole raise the prices, discount the new prices, and then what is this actually legitimate, right? And I have a blog on school of bookkeeping.com that is all about four different ways to detect that scam, right? And first thing is to review the, from address of the email, right? When you see the email and you look at. The address, not the contact name, but the address. What is that actually from? If it does say at the end, intuit.com or yeah, intuit.com, then that is a good indicator that this is legitimately from Intuit. Now, this wouldn't be the first time that Intuit sent an email by mistake, right? So that doesn't mean that it actually is an email that you need to act on, but then look at the call to action of the, email. What are they asking you to do? If they are asking you to do something specifically in the in the email itself with a link beware, right? Just look at the link itself. See where that's going. If that is not trackable email links when somebody sends an email out of their email marketing program there's all sorts of convoluted links in order to track the analytics of the effectiveness of an email campaign. So just because it's garbled doesn't mean that it's not a legitimate email, but where is it trying to take you? If you see,

Sharrin Fuller:

if, did you see first post in the chat?

Dan DeLong:

Oh,

Sharrin Fuller:

no, it says intuit dot communist party.org. Sorry. Sorry. That's hilarious. Sorry.

Dan DeLong:

That is

Sharrin Fuller:

Oh Elizabeth. Sorry, Dan. We all care about spam, but that had to be pointed out so everybody could see.

Dan DeLong:

That is, a good good comment.

Sharrin Fuller:

I lost there. I, yeah, pass out.

Dan DeLong:

So hovering over the links and seeing where that's actually going. If it is not, again, an intuit.com address or, quickbooks.com. Actually quickbooks.com doesn't exist. Quickbooks.com is actually a subdomain of intuit.com. You, shouldn't actually see a quickbooks.com. You can go to quickbooks.com, but if you do, you'll see that, that it redirects just right to quickbooks.intuit.com. Looking at that. From that, lens, just to keep in mind of where that's actually sending you inspect the email for typos. With, AI now those typos are pretty, pretty much non-existent. But I actually did read an article that talks about bad actors purposefully misspell stuff in emails because that is actually the type of individual that they're looking for, is someone who would still act on something, even though there is a blatant type of, or something wrong in the email itself. It

Sharrin Fuller:

Hey, Dan, real quick.

Dan DeLong:

Yeah.

Sharrin Fuller:

Oh, sorry. I'm sorry. I gotta get better at that. I was so excited about the fact that you said my birthday and trying to solicit free vodka that I think we, I told Lee and poor Margie here was like, wait, what is happening on May 31st? Can you just real quick, what was that again? That's happening May 31st, 20, 27, except for me turning 47.

Dan DeLong:

Yeah. So I am operating on the assumption that since desktop 2024 is the last version of QuickBooks and Intuits discontinuation policy of sup live support for said products expires. The service discontinuation date is three years plus the version on May 31st, the habitually, or historically that's the word I was looking for historically, service discontinuation is May 31st and it's. Of the product three years prior, right? So we are just operating on past being an indicator of the future. We are under no knowledge of this things, these things actually occurring. But for Pro Premier plus those subscriptions that they're no longer actively selling, we are assuming that on May 31st, 2027, so next year, that 2024 will be there, there will be some kind of announcement for Pro, pro and Premier Plus subscriptions QuickBooks Enterprise. They've made no claims or statements that will be going away at all. There may be some exception to this discontinuation policy made at that time, but the future tell future holds what the future holds. There's a lot that can happen between now and. May 31st, 20, 27. But that is just my speculation date as to some kind of announcement around Pro Premier plus subscriptions, not QBO plus subscriptions, but pro Premier plus desktop, only the ones they're not actively selling. And then you can also go and check out the Intuit security site for seeing if prior reports have been made about the notification of what you what you might be suspecting as somebody from a a bad actor or a malicious email or something like that. So you can always go check that out, look for the typos, hover over the links. Look what it's asking you to do and review review the from address to inspect those emails. Hopefully your clients are doing the same thing, or at least asking you about said emails. What should I do about those types of things? So that's the, Intuit news. But I guess this whole thing is all about Intuit News because we're gonna be talking about these changes that are dealing with the ProAdvisor program and the QBOA and Intuit Accountant Suite. at Intuit Connect they made the announcement that they are re reimagining. The Provisor program. It's already been reimagined a couple years ago. So they're reimagining again. I thought we just

Sharrin Fuller:

did this. Didn't we just do this? And we just had to do a whole new certification and all these different levels like we were or was that, so there's just, so that was that a couple years ago when they said we're no longer pro? You're either one or two.

Dan DeLong:

Yeah, because

Sharrin Fuller:

that was the last one. Okay.

Dan DeLong:

Felt like last

Sharrin Fuller:

year

Dan DeLong:

the certifications they changed the, points and the tiers the thresholds to get to the different, to different tiers. That was I think last year or the year before when those announcements and those changes were made. Now they're re-imagining it again. So there's look for some changes on that. The dates that they were talking. Then of course, these are all subject to change is May of 2023. So they're in, we're in the phase of testing and feedback, right? So they made these changes and announcements at Intuit Toit Connect that QBO is going away, right? But they didn't poorly message that.

Sharrin Fuller:

Whoa, You just said QBO. Go

Dan DeLong:

QBOA qbo, OA. So QuickBooks online accountant I like is

Sharrin Fuller:

no more bombshells. Me being around full-time is enough for. All these people this morning.

Dan DeLong:

Yeah. The, if there's a lag and that was a challenge then, yeah. Sorry about that. QuickBooks Online Accountant was is being discontinued and that's where we're at today, is opting into the Intuit Accountant Suite and the different flavors of Intuit Accountant Suite. So by December of 2026, QBOA as it exists today with the. The, suitcase at the top and the firm books and the, your practice and the way that it looks today will be retired. That doesn't mean that you won't have an Intuit accountant suite. That is a free option for accountants. That just means that the way QBO accountant looks today is no longer the case.

Sharrin Fuller:

Which honestly, I haven't been doing that as to us for a couple years now, I think, to try to get us used to the fact that they're changing it just but they're gonna take away my suitcase. Look, I don't even have accounting clients anymore, but I think I've told you guys, I run my com my personal stuff.'cause I have a trust in all these LLCs and 40 different cards anyhow. So I run my personal stuff like a business and I use QuickBooks. And if that tool goes away, I will storm the castle.

Dan DeLong:

Yeah, let's

Sharrin Fuller:

who's, what me who's got a pitchfork? Fun fact, real quick, I wanna announce to everybody. Did anybody else see that NetSuite, their sweet world, they booked it on the same dates as Intuit Connect this year in Vegas. So NetSuite Sweet World is running right alongside Intuit Connect, and that was just interesting to me. Has nothing to do with this, but just coincidence.

Dan DeLong:

I'm sure any of those offsites that some of the apps are, gonna be doing and working. It's gonna be, have a mixture

Sharrin Fuller:

of it's just gonna be amazing. I'm so excited.

Dan DeLong:

Yeah. And

Sharrin Fuller:

I know people are, they haven't done it yet, so everyone's wait a second. So the suitcase up there is still there. Dan is saying that probably as of September right before Connect, so we can go there again and storm that castle is when they're gonna change it up on us overnight. So

Dan DeLong:

yeah.

Sharrin Fuller:

You're okay until then, get your taxes done.

Dan DeLong:

Exactly. And they're also talking about a global partnership program in the realm of the ProAdvisor. That got me thinking when they were talking about that, that they may change the term associated with what was what we, refer to today as a pro advisor. And what was, do you think

Sharrin Fuller:

that's because Insightful accountant they really claimed that and made it their own into, it's shuck, so we ain't going up against Gary and Murph. We're just gonna rebrand.

Dan DeLong:

It, they know it does. They know it does make it does, a. It does have an interesting connotation to it. Because the Provisor program has been around for 30 years, right? Several decades. I remember a couple years ago at QuickBooks or Intuit Connect they had a, on the main stage, they had all the, ProAdvisors who had been there for 25 since the beginning of 25 years. So that term of ProAdvisor if that gets rebranded to something else, a global partner or whatever, it ends up turning out to be the, is there some emotional attachment to it as a pro-advisor because it was always something that was a, distinguishing thing, right? So I'm just interested to see how that term. If it does have an evolution what does that, evolve to? And I'll be looking for things that typically are branded ProAdvisor if they no longer have the term ProAdvisor on it, if they're just kinda weaning us off the term of ProAdvisor. So let's talk about the different versions of Intuit Accountant Suite. So one thing that's consistent is the, naming, right? So now we have this Intuit Enterprise Suite, and now we have for accountants, the Intuit Accountant Suite. So I-A-S-I-E-S at least we're, in the same naming convention, right? So as an accountant or as a power user of, QuickBooks online, the Intuit Enterprise Suite and the Intuit Accountant Suite are like. The next level up for whatever. So if you're not just a QBO subscriber as a small business and you need more, you have that to move into if you're an accountant or a bookkeeper or in the profession, you have Intuit Accountant Suite. So the naming convention at least is similar, right? So you have two versions to choose from. So

Sharrin Fuller:

doesn't IAS sound like Intuit's gonna raid your house and make sure you're using their product. I don't know, whenever I hear IAS I'm like, is that a federal agency? Are they coming for me? But maybe that's what they want. It's like demolition, man. All that's gonna be left is Taco Bell, QuickBooks and Walmart and those three damn shells. It's just what hap That's life guys. It's just how it's gonna be. I can say Damn that's not super offensive.

Dan DeLong:

No,

Sharrin Fuller:

I won't anymore. Yeah. I'll say dang, because I'm a

Dan DeLong:

lady. Exactly. So you have two flavors to choose from. Core is basically the new version of QBOA, right? So the same functions or features that you have in QBOA as it sits today. Q IAS core is, essentially the same thing. With Core it's the intention is that it will always be free. You do have the option to opt into a paid for service called Books Close, and we'll talk about what that is. Within core within the, realm of core. The, other option is accelerate, right? As it lists today. So when you opt into it today as it says, it's$0 a month. Because we are in that gather feedback phase up until May, right? So I assume, around May they'll make some, announcement. They're, gathering usage data feedback. All of the things that are in this phase of this, product to see where the value lies, right? What are people using, how do they value it? What would you pay for that sort of thing, right? So there, I'm sure before now and May or whenever they make the announcement they're gonna be doing lots of ab testing with various individuals to see is this worth it? And what would people pay? So the this is, an interesting diversion, or not diversion, but. Change of pace, right? So when I was at Intuit and in 2013, they announced the Cloud ProAdvisor program, right? They included the yearbooks and everything was for free at that point, right? So up until 2013, if you were a ProAdvisor, there was a fee associated with being a ProAdvisor, right? You had to be the desktop ProAdvisor, and you had the choice of Enterprise or accountant premier Accountant edition. So there always was a fee associated with the PRO being a ProAdvisor, and then this Cloud ProAdvisor program where it became totally free for anyone to opt in, right? There was no rite of passage. There was no certification program, there was no, there was nothing stopping anyone, even those that was not an accountant to sign up for. QBOA and basically get a free version of QuickBooks online at that point. So, here is now Intuit is, instead of making everything free and giving payroll, elite time all of those things away for free, there are now accountant based functions that they're going to associate a fee with, right? So the book's closed, but for the foreseeable future, oh my

Sharrin Fuller:

God, they're giving it away free because everything's in beta and coming soon. So what they're doing right here, totally interrupting you guys because this is what they're doing. They wanna give it to you for free, so you're like, yay, Intuit loves me. They're gonna use you on everything you do. To build this data and then they're gonna go, now, by the way, it's a million dollars that you're already in here. You've helped us build the data. You've got everything customized and set up, but now you've gotta pay us X. Just so you know, just be prepared. That's what they're doing. That's what they have done. That's what they're doing. So do not be pissed in a year when you've done this and then they start charging you.'cause they will, nothing's for free with Intuit. If you're not paying for it, you are the product. Again, follow me for more tips and tricks, but don't be mad. I told you

Dan DeLong:

so right now they're free.

Sharrin Fuller:

Go ahead Dan. You do you now.

Dan DeLong:

Okay. I love having you say what we're all thinking.

Sharrin Fuller:

I've got nothing to lose here. I told you the worst thing. That's, we know the worst thing that's gonna happen, but I've got nothing to lose, guys. I'm nothing to lose.

Dan DeLong:

Yeah. The if

Sharrin Fuller:

history, I always don't see if any, if there's any Intuit like Ted or Kim are on here, I'm like, or Jessica, I can't understand why they won't add me to the advisory board. They need me. Somebody needs to not kiss their butt.

Dan DeLong:

If you feel the sharp pain of a poison dart

Sharrin Fuller:

me

Dan DeLong:

you're not buying any open windows or anything, right?

Sharrin Fuller:

Oh yeah. No, believe me, I'm Sage. This stuff, I'm like, just kidding. Go ahead. I have, the protection of zero puzzle and digits.

Dan DeLong:

All right. So they are, free for now. And at this point they are collecting information. If you never opt into the books review, even if you're in, into an accountant suite core, they have said that it will continue to be free, right? And they're not taking things away or functions that you can do today. They're, as we'll, hopefully unpack just more things that you can do within, into an accountant suite that doesn't require you to go into your client's QuickBooks, right? That's, that is the whole thing that is driving that is less clicks of getting into your clients and seeing things just in your firm, right? So you can toggle versions right now. So if you opt in for Accelerate, don't find that you're using any of those things and you wanna go back to core, you can and you can opt out until you can't, right? So probably until till December of 2026, whenever they announce the. Closure of QuickBooks Online Accountant you, should be able to opt out. Now to opt in and out, you have to be the primary admin of the firm. So that's something to keep in mind. There, right? So if you don't see the option to opt in, it's because you are not designated as the primary admin. So just get, getting around in IAS it's redesigned. The user interfaces has changed, but at least it's consistent with the redesign of QuickBooks in general, right? This is. Consistent. So they're ripping the bandaid off all at once, right? Consistent with QBO, it's got a customizable left side menu. The my menu which is the briefcase that was at the top with all of your accountant tools in your firm and your clients, has now moved over to the my menu, which is customizable for your firm as well as your individual clients. And then of course you have a dashboard, which is not your client list.'cause the, home screen, when you logged into QuickBooks Online accountant was your clients. And that's, what it was for, is to springboard into your clients. Now you have a dashboard with customizable, oh. Widgets is what the, screen should say. Not a customizable. We that's a, Nintendo version of of Intuit Enterprise Suite. But you'll have a dashboard and so general navigation wise you'll be able to navigate around, presumably similarly, because you're familiar with the new user interface of QuickBooks online because it's very similar. It's customizable for you and your team. So the biggest thing when they make a huge change like that is where to go, who moved what, happened, right? So the terms of your practice, your books, which was the QBOA side menu, right? You had things separated into your practice for clients and work and ProAdvisor and team, all those things were at the top. And then your books was anything dealing with the QBO subscription that they give as part of the QuickBooks Online account. So that has changed to service delivery and firm operations. No very fancy words. Splitting those, things out. The client list homepage is now firm operations, right? It, brings up the firm operations and your clients and client invites are now for for the to access the clients. You're gonna see in the firm operations, there'll be a, section for firm ops. Ops, excuse me, and clients and client invites will be listed there. Client invites is if we, if you haven't used it before, it's actually pretty slick. When you get an invitation from your clients, they can just put in your firm ID and then it shows up in there. You don't have to go through this whole email. Ro of, trying to accept the invitation and then cashing cookies gets in the way. So that's a, that's an interesting development right there. So team has gone under firm ops, so you'll have three new options under under there for team which will be users roles and certification. So you'll be able to see all the things associated with your team in one place rather than just seeing invites and those types of things to your, team members. Work, which was the practice management, setting up templates tasks and those types of things is now gone into service delivery. And you'll see projects and tasks be a part of that. ProAdvisor has gone into the firm operations SEP section, and then you'll see the benefits and the training access there. As far as your profile, it will still be under the user in the upper right in the global header at the top. You'll, be able to access your ProAdvisor site, your ProAdvisor portal for you as whoever happened to be logged in workflows which was the automated templates of QBO advanced inside of your books has now gone into the global header, which is that it's now like a dark green across the top. You'll have a lightning bolt there at the top to access the workflow templates. And then the search icon has gone away in, in favor of the search field in the global header. There's a link there in the slides for side by side comparison. It's actually a vertical comparison. They don't put'em side by side on the article, but it goes through all of these things so that you can get a visual representation of that at school of Bookkeeping. Actually tomorrow we're gonna be talking about navigating the IAS so if you wanna join us there tomorrow we'll get a little bit more hands-on with with that. core features you have books review, which is in beta, and we'll talk a little bit more about what you can do there. Your team training. So there will be a widget. I forgot to put a screenshot here. Oh, wait. No, that's what it is. There we go. I forgot to I put animation on. I saw

Sharrin Fuller:

you were fancy.

Dan DeLong:

Yeah. I'm like, oh my goodness, what did I do? So team training, you will have a widget that will have all of the people that are invited as team members of your firm, and you'll be able to see of those people how many are certified and for what. And then you can go into manage the training and see what they've started, if they've started other other certifications like the bookkeeping or the client advisory services, CAS course or anything like that in there. But the certification widget will show up on the dashboard. It's customizable where you can move things around if you want. But then going into the certification or the training manager portal you can actually see where thing, where who has started what, the customer hub is included now with with your firm. The Firm Books, client Widgets. These are, oh, there we go. I forgot my man, my animation again. Client Widgets. There is a widget to that shows clients with disconnected bank accounts right there on inside of IAS. So you'll be able to see right there on the home screen. Hey, maybe some, something needs to be addressed here. And then you can either reach out to the customer or or figure out how to re reconnect those bank accounts apps or integrations. Also has a widget so you'd be able to see by client. People who might have clients who might have something going on with an app that's integrated with, their QuickBooks. Oops. And I guess I stopped with the animation there. There's also a product updates widget which is nice because a lot of times these updates go under the radar. And if you wanna see things that, that Intuit is working on there will be a widget for that. And you can go and, take a and learn more about those, updates and QuickBooks product recommendations. So there will be a section in there. I clicked on it last night as I was making the. Making the slides. It brought up a client that has nine employees and it said, Hey, they have nine employees. Maybe you might wanna suggest that they get QuickBooks payroll. And this will be why, right? Because of course, QuickBooks doesn't have an insight as to what their payroll provider might happen to be, and they might be already taken care of. When there is a QuickBooks service that they're not using it's a marketing opportunity for that with accelerate. Any, questions that you saw Sharrin about that were floating?

Sharrin Fuller:

Yeah, where are the link to the slides?

Dan DeLong:

Oh, that's a big one. It's always a,

Sharrin Fuller:

I was like, oh, I don't know. I'll leave you guys all on read.

Dan DeLong:

Let's see. I'm gonna put it in the chat and then Sharrin, if you can socialize that. Yep.

Sharrin Fuller:

Got, we'll

Dan DeLong:

get that going there. Sorry. So accelerate you're gonna have all the features of core plus client insights, and we'll talk about what you can do with client insights momentarily. There is a AI powered anomaly detection. So when you see those little sparkles for ai, you'll start to see them inside of IAS And again, all of this is in service. The goal or the things that they're, trying to do with this this product offering is less clicks, right? So if you can see all of these things inside of QuickBooks online accountant or Intuit, enter I'm sorry, Intuit Accountant Suite, still gotta get used to that. If it takes less clicks, you'll get more, more done, right? If you can do that. Inside of the your firm subscription as opposed to going into each particular client to either gather some information or do some kind of task. You do get 500 ProAdvisor points for for opting into Accelerate which immediately puts you in the gold level, right? So they're marketing that as an advantage to do that because you get to talk to ProAdvisor support agents that are more seasoned than those that are on the silver level, right? If you opt out right, you lose those 500 points and then future, things on the, roadmap are things about sub orgs. I don't know what that actually means. What sub orgs sub orgs actually is because it's a future thing. And then firm capacity planning. So some of the things that they were talking about,

Sharrin Fuller:

I wonder, that makes sense because I like have mine and then I owned other accounting firms. Or if you have an accounting firm, like for example, my accounting firm was just purchased and they're keeping it as a separate like branch. So maybe that's what it is because right now you keep two things completely separate and it's hard to run a company. But the, if that's what they're doing with sub orgs, thank God, because that makes complete sense. You can have different

Dan DeLong:

branches. Yeah. I'm not sure if it's sub-organization for you as a firm or sub-organization for

Sharrin Fuller:

it's for my client. It's for me too because I am a client and I am a capital

Dan DeLong:

elaine I just saw that question pop up. You won't be losing payroll. So everything that they're currently giving away with as part of QBOA is continuing to be, that you're not losing access to your books or, the elite payroll or the Elite time, or the elite bill pay function inside of Intuit Accountant Suite as of today, right? I, can't tell what they're gonna do tomorrow or announce tomorrow, but as of today that's, the, that is the plan. All right, so let's launch our, second poll question. Which version of IAS have you already opted into? Has it been did it, have you tried it with core or Accelerate or you haven't opted in yet? Or I've opted in and I switch back, right? Or none of the above. I just talked to somebody today while, we're answering this question who is an accountant? And, it brought up an interesting an interesting thing, right? If you don't change the navigation change he was using the desktop app and changed it to desktop view, right? So that is something that is cons consistent. If you don't like the way the navigation has changed and, you're more familiar with some something that is similar go ahead and download the QuickBooks desktop application and change it to desktop view. And that's gonna be something that will remain the same. As the new features are added or things like that you, might not be able to access them unless you find them navigation wise and then create your own shortcut for them. But that is something that you might might wanna if you're a little done with the amount of changes that are happening, as far as the navigation is concerned. That's actually I think a good, option. All right, so let's let's line log, let's log in. Let's talk about books close.

Sharrin Fuller:

Let's chit chat. Let's have a chit chat.

Dan DeLong:

So right now, this is free to opt into if you're looking at QuickBooks or I'm sorry, Intuit Accountant Suite. And you see something that has a diamond on it that is into its international symbol of you gotta opt into something and this potentially is going to have a fee associated with it when they announce said fee, right? But this is this allows you to work on closing activities without leaving. Into an accountant suite. There's dashboards for all clients. For, all of your clients I'm sorry. There is a dashboard of the books close that shows all of your clients not to be confused with the dashboard that you log into Intuit Enterprise or Intuit Accountant Suite there is a dashboard for just Books Close and that will have all of the, clients and you can assign clients to team members. Which is, that's the big question that people typically ask is how is this different than Books Review? So you can assign.

Sharrin Fuller:

This is actually a project management tool where you can keep track of,'cause we would use Books review and I'm like, I still think it was, missing features where things that like double doesn't have, or the, software level didn't have, but it to, I do that you can assign, as long as it'll keep that assigned, it makes it easier to manage on the inside.

Dan DeLong:

Yeah. So you can use this to create a dashboard of all of'cause not every client that you have may not be a books closed type of client. You may not have that kind of engagement with, your client. So you can put all of your books closed, the client clients in one place. So you can see that here, who it's assigned to, how far they are along in, in marking those complete. You can filter for certain periods and, do some customizations in there. The book's closed tool is divided into sections. So you've got pre-close account reconciliation, transaction review and as you can see, the Payee Entity review is coming soon. So that's not available just just yet. And then additional items and then sending financial. So it's, again it's very similar to the Books Review. And as a matter of fact, the in the Know webinar if you caught that one where they were talking about Books Review they talk about it as a whoop at an Advanced Books, books review, right? So here at the top here. So there are some neat things like you can reconcile an account right in the books, closed tool for all of your clients. What? So you don't leave into an accountant suite to reconcile your client. So you don't have to go into their books, go into the reconcile screen. So if that is something that you do the, account reconciliation, it will expand that area and you can just reconcile the accounts right within into an enterprise suite. That is, their goal, is that you don't have to keep going into and toggling into different clients. It's just all in one place. And the transaction review has some really cool things a little bit more than books review being able to assign payee in bulk transactions that were added by. Auto rule, right? So anything that is a rule that gets auto added into QuickBooks, you might want to, review that just to make sure that rule is set up and working properly as part of your your review process. Some of these features, again, are in books review, but all of these are, the goal is that they're all in one place for all of your clients, and you can just go down the list without having to log into your client. Now you can if, needed, you can access your client from these tools, right? So if, you need to go into the report, it will provide a link and then you can get into get into those things. All right. So Ian. I'm running outta steam here. So Ian, I

Sharrin Fuller:

don't know what to tell you, man. I've just been letting you go. You're just on it and I've, you know what they say, if you don't have something nice to say, Sharrin will say it for you. But I've, I just, I actually am just listening. I love this. I just wanna make it very clear that Double slash Keeper has been doing this a lot longer. So it's really, I tell Ben and Kenny every time I'm like Intuit is like, they've gotta be watching your product. And they're like, why didn't we do that?

Dan DeLong:

Yeah

Sharrin Fuller:

double, would just create a gl. They'd wipe out Intuit for accountants. I think all accountants would move to double off of QuickBooks if they would create a gl, hear that Kenny and Bin create a gl, we will, let's do a Kickstarter for it.

Dan DeLong:

Okay. so client Insights, this is the feature in. Accelerate. So you have to be in accelerate, not core, in order to opt in to the client insights. It's a high level view of all of your clients based on key metrics, right? So there are preset and custom views that you can create. Again, you're staying in into an accountant suite all across the board you have the ability to filter change the dates of what you're looking at. With these, with with the client insights, you can set custom fields in your clients inside of, into an accountant suite because you've got 12 to use with the firm. Books being online advanced level for accountants. So you can create custom fields that might be dropped downs. Maybe certain types of clients certain industries or things like that, that you might wanna associate with your, clients. You can use those custom fields to filter the client insights. So if you wanna see all of your e-commerce clients, or your retail clients, or your legal clients in one fill in one place, you can use custom fields to do that. You can select specific QuickBooks subscriptions, so those clients that are on advanced or essentials you can use those as filters or who is the accounting lead, right? So maybe somebody on your team they're not doing so well with advising your clients, right? So you may want to change the accounting lead so that you can see all of those clients in one place, or maybe they're doing well. I don't wanna be pessimist and you can sort and reorder columns as well. There, the views that you have will give you the ability to these columns that you see across the top here. In this, particular case, it was profit and loss data, I believe, or I can't even remember what I, chose for this issue. But it will give you these columns. Oh no, this was bookkeeping. That's what it was. So this, column or these, columns of total ar past due, total ap, past due, disconnected bank accounts, app issues, and transaction counts are totally customizable as well, right? So you can go into the, customized screen, add more if you. Obviously in this particular screenshot, I have no customers with app issues today, or at least yesterday. So maybe I don't wanna see that, right? So maybe that's not part of part of the concern. You can customize the bookkeeping the views that are there and add your, add the columns and reor reorganize them. So the default views are p and l data bookkeeping data and balance sheet data. And then you've got the custom views that you can create yourself, right? So you can start with the bookkeeping data and create your own view. As far as customizations on those views, you can sort by any column that is displayed is available to be sorted by. There was, as I was playing around with it, there was an, additional sorting option. I think there was a tease because I couldn't find a way to make more than one sorting option available. So if you wanted to see by disconnected bank accounts and then by overdue ap, that is the theory that you could have is that you could have it broken down a subgroup, sub sorting. So any displayed column is sortable. You'll see all of the columns that are, available in there, but some will be grayed out. That just means you don't have them displayed. Rows. You can see up to 100 rows on a screen. And then you can change the way that they view alternating row color or the compact dropdowns that you have in there to whether you how much room you wanna see per, row. And then you'll have a select and reorder option under columns, right? So you can go in there, you can drag drag a drag, a reorder so if you wanna see transaction count, be the first column, you can do that in, there by accessing the customized link there. And then as far as future IAS features there will be a lot of things dealing around firm capacity planning with which was neat that I saw if you're in the throes of tax season and you need more bookkeeping help you could essentially see what's, available. When, the way they explained it at Intuit Connect is that, hey, some, maybe somebody's going on vacation. With your QuickBooks time, you'll be able to see who, when that is, and maybe able, and be able to plan accordingly. And if you find that you're a, in a capacity shortage and you need more help one of the potential options is leveraging QuickBooks Live for some of those things. Like a. Uber for accountants. Bring, those into your firm so you could maybe leverage some of those simpler tasks that that QuickBooks Live is is, associated with. And provide those capacity problems that you might be having and have those quickly quickly addressed. And then of course, we talked about the sub orgs. Tax, payroll bill, pay service delivery. Not sure what that looks like'cause they haven't talked about it yet. And then more AI agents and AI chat is what's coming in the near future. So look for those. So our last poll question, was this useful? Yeah. I timed it Sharrin. We got a power hour I and we

Sharrin Fuller:

got a full tour. You know this questions so loaded. Like anybody that answers no or NA, I wanna know why somebody did. Who's who know? It's gotta be Murf.

Dan DeLong:

Yeah.

Sharrin Fuller:

Who answers no? We can see you ding. Dogs. Do I look like a person you say no to. Now everybody's gonna start answering. No, and I wouldn't blame you'cause I would totally troll this and answer. No. I'm early. Disappointed. No one else. Oh, there's a second one. You hope you feel good about yourselves. This is fun.

Dan DeLong:

Yeah. You can't

Sharrin Fuller:

answer more than me work says yes. Oh, four of you. That's it. That's it. Honestly, I write, I do it too just to see if I get like hate bill or I don't understand why I get, why people get mad at me.

Dan DeLong:

So Sharrin what, are your thoughts about this as we, unpacked.

Sharrin Fuller:

Cut this. I made a comment in there. I'm a, crap talker, right? But I'm a bitter accountant and all of us are bitter. We are bitter because we feel used and we devoted everything and we became influencer, or not influencers, but we became a ProAdvisors. We are the middleman and they don't need us anymore. Now that's a solid business model. I ain't mad at them. From the business side, what they're doing makes complete business sense, enterprise end user. They don't need us. They are, we are them. And they're either like, you join us or you're our enemy. Right? And I think the problem with all of us is that we're trying to come to terms with that. Do we keep utilizing the software we've known forever and accept the fact that we are no. What we once were into it is no longer what we once were and. Keep moving along or do we cut ties and go elsewhere? Honestly, my opinion is this is gonna happen with any software. You guys, any software that builds for accountants is eventually gonna become the accountant and not gonna need us. So this is where you join my community because we have to make you, there was definitely a, lead up there. This is where we make you indispensable to, despite all this stuff that is coming in and this AI that's coming in to replace us, don't be replaceable, right? So if you keep doing what you're always doing you're, not, hopefully you're retiring soon because you likely will not have be as successful. You have to adapt with it. So I'm mad at them. I'm angry emotionally, I'm angry business wise, this makes complete sense. They're doing what makes sense for their product to rule the world. So that's what I have to say about that, Dan.

Dan DeLong:

And that is

Sharrin Fuller:

legitimate final thoughts with Sharrin

Dan DeLong:

Little.

Sharrin Fuller:

It's

Dan DeLong:

it's what? Burns Sharrin? S'mores

Sharrin Fuller:

burns my s'mores. Oh my goodness, that's so funny. Anybody that is asking more questions that I don't get to, please email me sFuller@glasswalletventures.com. I continue to answer questions. I really don't mind it. Feel free to email me. I'll throw it in the chat so you guys have

Dan DeLong:

it. Yeah, and I saw in the chat that and there was some feedback about, this was a lot of information to take in an hour. We did really cram a lot of things in here over at school, bookkeeping, on work. We're in the throws of the intuit accountant suite topics. And actually tomorrow it's, is we're just talking about navigating and we'll actually be demonstrating some of these things. So if you want to sign up for the, workshop Wednesdays those are a little bit more casual. We don't have a time. Crunch or limit. We try to keep them around a half an hour, five minutes.

Sharrin Fuller:

Or a Sharrin. Or a Sharrin. That may be an upsell for some of you.

Dan DeLong:

But tomorrow is just all about navigating around. And then the week after that we'll talk about the books close. And then, so we'll just have the whole thing talk, talking about a specific topic here. We wanted to give an overview here today. And since we only have an hour there's a lot of information to to uncover. So if you want to check that out and we will, we'd love to have you over there. We always also have quick answers over at School of bookkeeping. Sharrin has her clone and conquer, and we'll be doing a little bit more deeper dive into. Sharrin at a future power hour where we'll be talking about some of the her journey and some of the things that she's been, she's worked on. Oh, that'll

Sharrin Fuller:

that be fine. I'll come to that one. Yeah.

Dan DeLong:

Yeah, that would be helpful for your participation in that one.

Sharrin Fuller:

I don't know. I prefer to not be there and just read the, chat. That's almost more fun to me.

Dan DeLong:

And next time on the, QB power Hour, we'll be talking about this will be actually a series that I think we're gonna be doing here is the Grass Greener? Dovetailing off what you had just said our accountant's looking for somewhere else we're gonna have donna Reed and Deb I don't wanna butcher her last name. Kill Inger.

Sharrin Fuller:

Oh, Deb Inger.

Dan DeLong:

We'll have them on because they just started to work with digits. So we'll talk, have them come on the next QB Power Hour and talk about the what they're experiencing with moving their, some of their clients to digits. So look forward to having that next time on the QB Power Hour. Thank you for joining us today and the lively discussion as we were chatting around today. And we'll see you next time on the QB Power Hour.