Latest / Unofficial QuickBooks Accountants Podcast / Now You Know: ITK June 2026 Recap

Transcript

Now You Know: ITK June 2026 Recap · Unofficial QuickBooks Accountants Podcast

• Attention: This is a machine-generated transcript. As such, there may be spelling, grammar, and accuracy errors throughout. Thank you for your understanding! Alicia Katz Pollock: Welcome, everybody, to this week's edition of the unofficial QuickBooks accountants podcast. I'm your host, Alicia Katz Pollock of Royal lives.com. And I have with me my one of my favorite, favorite, favorite guest hosts, Dan DeLong from School of Bookkeeping and Qbi Power Hour. How are you doing, Dan? Dan DeLong: Very good. Uh, just, you know, coming back from the off of the high of seeing [00:00:30] you and scaling new heights. I don't know which one was better. Oh. Alicia Katz Pollock: Yeah. So Dan and I just got back from scaling new heights. Of course, we were listening to this episode a couple of weeks out, but it was a great conference this year. I mean, it's always great. It has become my, my favorite of my conferences. Um, love the family reunion. I had a booth at and so we're actually now has this like big fancy booth with Alfred [00:01:00] and and our book display and all kinds of stuff. So I had a good time. What was your favorite takeaway from from the conference? Dan DeLong: Um, it was really, you know, understanding, you know, I'm all about, you know, adopting AI, but I think in the, from the, from the conversation, from the main stage and, and how, you know, they, they organized the, the conference, uh, it, it really kind of focused where [00:01:30] me AI fits in. Right. I'm a little different than, you know, your standard practitioner. Alicia Katz Pollock: Yeah. So the, the theme of the conference was Strange New Worlds and the overall arching theme was AI and its role in, in humanizing. And Dan, actually, since this is the in the know episode, let's actually put a pin in that conversation and let's do another episode where we actually talk about some of the takeaways that we had from. Dan DeLong: Yeah. Alicia Katz Pollock: Okay. [00:02:00] Awesome. Because that's a, that's a great topic. All right. So, um, the little bit of housekeeping, one of the things that I want to, um, I want to acknowledge is I'm excited that we have a new sponsor for the podcast. Intuit accountants is sponsoring the unofficial QuickBooks accountants podcast. Dan DeLong: And I'm going to have to drop the UN. Alicia Katz Pollock: Uh, I mean, fiercely [00:02:30] independent. I will not be running my content past them for their approval. Um, they have been listening to this podcast for two and a half years. And I know from, from conversations with them that they kind of consider me the ProAdvisor whisperer, that I'm a translator frequently for them between what their intentions are and what the pro advisors think and communicating back and forth between the two. And so I'm [00:03:00] grateful to to the folks at Intuit for sponsoring the podcast because this is a whole lot of work and I really appreciate feeling the love from you guys and knowing that you think I'm doing a good job. So thank you for coming on as a sponsor. Super appreciate that. Um. All right. The next piece of housekeeping is I am, as Dan and I do the in the know breakdown for this session, we, uh, decided that we want to actually screen [00:03:30] share the documents that we're working off of. And either that's going to be incredibly helpful to you or really annoying, but I figure that instead of just for those of you watching this on YouTube, instead of just seeing Dan's my talking faces, you have a visual that you can track. And so I'm going to be putting up on screen both my notes and the slide deck. And so if you want to head over to this episode on on YouTube. Alicia Katz Pollock: Then you get some visual to see what's going on. And I [00:04:00] know, you know, most podcast hosts don't put their notes up in front of the public. But, um, one of the things that both Dan and I know, and Jamie jokes about this all the time that, you know, people love seeing the experts behind the scenes and it helps them kind of see the big picture. So I'm going to go ahead and do this screen share. Okay. So for those of you who are tuned in on YouTube, you now have the benefit of seeing my scratch of the notes that I take as I'm listening, [00:04:30] as well as the slide deck that they shared the links to in the know. Oh, I don't even know if I introduced today's topic. Hey, today's topic is the In the know recap for June 2026. It was on, um, it happened on June 17th. And, you know, I was actually wondering if people found these recaps valuable, but at scaling, two different people came up to me and said that in the new episodes are some of their favorites [00:05:00] because they get the in the nutshell version of it, like the CliffsNotes version plus our commentary. And so they found that really valuable. So I am really, really glad that these in the note recaps are helpful. Dan DeLong: So always good to hear good feedback or just any feedback of, you know, are we doing a, an okay job of, of these things? Alicia Katz Pollock: So yeah. Dan DeLong: It's, it's always good to hear. Alicia Katz Pollock: I'm glad that we're not speaking into a black hole. In fact, in fact, one more aside before we dive into the content, one of the things [00:05:30] that I did at the conference is, you know, I make those little alleys, I make resin owl artwork. And I did a series specifically for the podcast with little podcast mics in their tummies and had people subscribe to the podcast and show me that they were subscribed and then they got an alley. So I'd like to welcome the additional 50 listeners. Dan DeLong: The new owl. Alicia Katz Pollock: That our new, our new owls. All right. Dan DeLong: Welcome to the flock. Alicia Katz Pollock: Yeah. All right. So, uh, in the know, June 2026, [00:06:00] the again, the link to the recording and the link to the handouts are in the show notes. So Artie Patel Martinez, the principal program manager, was the host of the event. Um, she started with, um, some ProAdvisor news, but most of it is happened before you're actually listening to this. She did take a moment to celebrate Insightful Accountants top ProAdvisor Awards for 2026. I'd [00:06:30] like to give a special shout out to Jeff Siegel for ProAdvisor of the year. He actually was in an episode about a year ago on QuickBooks solutions providers that we had, um, got lots of friends on the list. I'm happy to say that. Dan DeLong: You and look. Alicia Katz Pollock: At. Dan DeLong: That you on the list. Well deserved. Alicia Katz Pollock: There. Alicia Pollack I won the ProAdvisor Educator Award, which was, you know, honestly on my bucket list, like I've been coveting [00:07:00] this award now for years and I'm delighted and honored to, um, to have earned it this year. So thank you. Congratulations, all of you. Thank you very, very much. And congrats to you for making top five on, um, on. Was it. Dan DeLong: Desktop integrations was desktop. Alicia Katz Pollock: Integrations? Yep. Okay. So, um, in their announcements, she also mentioned that she wanted to remind everybody that QuickBooks [00:07:30] Online accountant is going to be discontinued on December 31st, 2026. Don't that doesn't mean the ProAdvisor program is disappearing. It means that the interface with the black bar down the left hand side is no more. And there's zero reason for you not to switch over right now that you just go up to the gear and change to Intuit Accountant Suite. It has all the same tools that you're used to. It matches the interface that your customers [00:08:00] see, and that's where they're loading in all of their new developments. So there really is nothing holding you back at this point from. Dan DeLong: Doing it sooner rather than later getting, you know, there's never a great time to, you know, to update your system and change the user interface. But, um, don't do it on the last day of the year because then you're forced to learn it. Give yourself that runway so that you can, you know, you and your team can get familiar [00:08:30] with where did that go? Alicia Katz Pollock: Exactly. So in the slide deck, they also have a number of different links to train you up and educate you about the opportunities and how it all works. So definitely, definitely go check that out. She even mentioned that they mention. Dan DeLong: Did they mention anything about like the pricing of the beta for for the the different core and accelerate or did they not not even mention that during the, the. Alicia Katz Pollock: I [00:09:00] don't know, let's check my notes as we go and we'll answer that at the end. But the upshot is that the core is, is, is still free and they can't charge us for that. That's the interface where we switch between our clients. So the features that you're already used to are there. Now you have the option of accelerate, which is if you have a team of people, it allows you to see all of your team over a dashboard and manage your team all at once and manage your clients all [00:09:30] in a dashboard all at once. And so that's called accelerate. It's $149, but they're not starting to charge for it yet until I think, July or August. So they might be getting the date wrong, but we're going to talk about that in a little while. Um all right. The last thing I wanted to mention about into an accountant suite is that there are seven courses in ProAdvisor Academy, so you can go into the training section and go to ProAdvisor Academy and read all about Intuit Accountant Suite. The [00:10:00] next thing that they talked about was QBO advanced. They have a new advisory bundle and offer. And so a couple things are that the. They're offering a 70% off list price for 12 months. It does have to be firm builds. So the billing has to go to you, not direct to client. Alicia Katz Pollock: And it also is going to include bill pay elite. So instead of bill pay elite [00:10:30] costing you $90 it's going to be free. So that's one of the costs that's getting built in. All right. They are also having a Better Together tour. There were just two shows in Atlanta and Los Angeles. There's two more in Dallas on July 23rd and Miami on July 29th. It's $49 a ticket. It's kind of trade show style. It's just a half day and participating will [00:11:00] be Jacqueline Ankou, Brittany. Brown, Carla. Caldwell, Lisa Gilreath, Alicia. Alicia Eastvold, Roman Velarde, and Hector Garcia are all going to be on that tour. There's a couple Intuit enterprise suite. Get to know you sessions. The one that's after this recording is on July 8th. And so in the slide deck, there's a QR code to go ahead and sign up. And then they are introducing an Elevating Cass [00:11:30] webinar series, a six part series, so that you can evolve into financial advisory and add that to your services. If up until now, your bookkeeping has been all about getting the transactions in, but you haven't been sure how to interpret that to help your businesses and clients actually grow. Then these are the core competencies that you need to learn how to read the reports and become forward thinking. Dan DeLong: I do appreciate, [00:12:00] you know, Intuit, you know, making these these courses available. I mean, they have been saying this for a long, long time, right? You know, get out of categorization or, um, compliance type of stuff and, and elevate yourself to advisory. And at least they are putting forth, you know, courses and ways for people to at least start to. Investigate, you know, how do I do [00:12:30] that? Alicia Katz Pollock: Exactly. You know, I have a couple clients who are on the margin and they've been I've been wanting to know how to recommend their growth. And so I'm looking forward to taking these courses myself so I can learn more about KPIs and more about how to bring them into the modern age as well. And the fact that these are free. So absolutely, we, we want to participate with them. Dan DeLong: Cannot beat the price. Alicia Katz Pollock: Can't be free. Right. All [00:13:00] right. The next section of in the know was about product innovations. And the first topic was modern reports. And the speaker is Saponin Sahu, who's the senior staff product manager. And I've worked with him pretty extensively on reports. He's a really great guy and he's really committed to getting the modern reports right. They started with a poll question. I really like sharing the poll results with you all because I find them incredibly [00:13:30] telling. So the first CPE poll was, how often do you use the modern version of reports compared to the classic version in QuickBooks online? And the answers were I use the modern version almost always it's my primary choice and that was 18%. I switched between both depending on the report or task was 38%. I only used the classic version. Haven't switched to modern yet. Was 29% [00:14:00] and I don't really notice the version I just use whichever report was 13%. Now I personally fall into the modern version almost always because again, I'm trying to make the product work and so and learn how it works and learn the ins and outs of it. And the way that I do that is through immersion. And then going over to Kanae, going to QuickBooks Live kanae.io when it doesn't work so that I can help them make it work. Dan DeLong: Yeah, [00:14:30] this is definitely one of those things that it's, it's not not going to happen, right? This is, this is something that you you, you know, it's kind of like, you know, salmon swimming upstream, right? Like it's, it's, it's, it's going to happen. And it is difficult. And, and, you know, if you're switching between the two classic and, and modern, I think we'll, we'll cover that in the, the next slide as to why they're making all of these changes. But and, and we get it. [00:15:00] It's frustrating when, you know, you look at a modern report and the balances don't agree with what chosen the classic version of the same report. Uh, and that's really the whole purpose of why we even do this in the first place is to get meaningful reports, right? Um. Alicia Katz Pollock: So all right, so we are going to address that. Dan DeLong: But yes, use it, provide feedback so that they can improve it so that, you know, a year [00:15:30] from now we all get to laugh about you remember when. Alicia Katz Pollock: Right? So, so one of the things that did talk about is why they're doing this. And I actually found this interesting. I did not know all these things that he said about it. So the, what he said was that Classic Reports was built on old technology that they had what he called monolithic design. And that one outage would break the experience for all customers, that [00:16:00] they noticed that now that people have been in QuickBooks online for ten years or more, that performance was beginning to degrade that if you had large a lot of transaction data in a report, it was bogging down, if not breaking completely. The data was all locked into static tables, and so they didn't have any way of doing dashboards and pivot tables and custom formulas. And that the programing for them, just making even small changes took months [00:16:30] of coordinated effort to ship, meaning release. And so yeah. Go ahead. Dan DeLong: No, I mean, um, you know, I was there when classic reports was the modern reports, right. And, you know, we, we, we heard a lot of complaints then of, hey, why are you changing reports now? Because they were working just fine. Well, they're not working just fine. If you've ever had to send a large report like you're for [00:17:00] some reason, uh, you know, printing out a DL for the entire year, right? I mean, you, you've only. Have you ever done that? You've seen the load more, you know, at the bottom right. And then load more and then load more. And then finally it just says, I can't, I can't, I can't load more. This eliminates that really that's in service to that because, um, data is just continuing to grow inside of, you know, get put inside of, of, of QuickBooks online. [00:17:30] It does not offer, you know, a purge function, right? To purge out some old data. So this data is going to continue to grow. So this is I think in the grand scheme of things this is a foundational step, right. You will they'll get this part right. At least we hope. Right, right. I mean it it comes right. And then they can work on those new features of like, okay, well, how do we get rid of old data or something like that, right. Rather than cart before the horse type of [00:18:00] thing. Alicia Katz Pollock: Yeah. I mean, we all know that technology goes so fast and the, the old QuickBooks reports, the classic reports were built on old technology. And there's only so long that you can keep using old technology when it doesn't work in the modern world anymore. And what you just said about purging data, I've been thinking about that is that QuickBooks does not have a purge, but I am getting to the point where I have clients who I've done some migrations where they've got data going back to 2023, where they, I'm sorry, not 2023, [00:18:30] And three, where they've got data going back 25 years because they didn't consolidate and condense in desktop before they moved over to online. So they're looking at huge amounts of data and I am seeing a need for purge. Um, increasingly. Dan DeLong: I mean, you can delete mass delete transactions, but you got to do it one at a time. Alicia Katz Pollock: And that'll break all your reports. So yeah, no you can't. Okay. Um, all right. So, uh, timelines, uh, they have, [00:19:00] um, June 15th was the deadline for all standard reports being modern only. Um, they are still happening in phases, so you may still come across some, but right now they are committed to modern with no switch back to classic between June 15th and August 15th. Your saved reports, your custom reports that you created in classic will start opening up in modern by default and still give you an option to switch back to classic. [00:19:30] But as of August 15th, all. Even your custom reports will be modern only with no ability to roll back. Dan DeLong: And that's the way it is today. Who knows when we get to August 15th if that date is going to slide or not. Or not. Alicia Katz Pollock: I am always happy when they slide the dates when reality sets in. Okay, so the next things that he talked about were all the things that have been changed, all the feedback that we've been giving them and all the changes that they have been [00:20:00] putting in. So one of the things I really want to enforce to people is that, and I noticed it for myself, that if you test something in QuickBooks online and it doesn't work and you're like, oh, that thing doesn't work, I'm never going to use it. You have to go back every month or so and see when they fixed it or see if they fixed it because things that didn't work, they fix. But if you don't actually go back and try it again. You never know [00:20:30] that it's actually working. So don't worry. Dan DeLong: There's still people saying that, you know, QuickBooks online doesn't do project job costing. Like, well, they've done quite a bit since then since you first started making that statement, right? Alicia Katz Pollock: Yeah. I mean, one of the first time that I tried to drop an expense into the AI to scrape it, it couldn't do the line items. And somebody, I think it was spot finally told me, oh yeah, it does. So now it doesn't [00:21:00] know. All right, so here are the things that you might not have noticed that they did already fix in the reports. So the and I'm working off of two different lists here in two different screens. So I'm going to go down my list first and then their slide. So the first is that by default the company name is up at the top and the report name is underneath. But if you like it so that you want the report name on top, you can go into the new visuals tab over on the far right hand side and [00:21:30] swap it. So now you get to choose company name first to report name first. The blank cells no longer have dashes, but if you want to see the dashes, you can. But if a cell doesn't have any data in it, then it doesn't show a zero. It doesn't show a dash. It's just empty by default. Dan DeLong: And this is this is what I appreciate about this feedback that that's being implemented is that when they make a change, they give you a preference, right? Like if you if you like the old way, go ahead, [00:22:00] keep it that way. If you like the dashes, you can keep the dashes. It's not just like, oh, we heard feedback that the dashes weren't weren't great, so we're just going to eliminate them. Um, they're, they're still going to be people that appreciated the dashes that aren't providing that feedback, but they will if you just swap it. Right. So I appreciate them making it an option. Alicia Katz Pollock: That was my exact when they talked about the company name or the report name. I personally don't want [00:22:30] the company name on the top of my packet of reports. I want the report name to be the bold thing on top. So I get that everybody's needs are different. So they put in this whole visual panel over on the right hand side, when you are making changes to the reports, when you're using the columns or the visuals or the filters or the grouping, you can now do several of them all at once. And then there's a new Apply changes button at the bottom, so you can make all your changes and then apply them all at once instead of every change you [00:23:00] make. Instantly refreshing the report. I was super stoked when I saw that one. There's some new visuals that you can now make. Alternating rows you can. So banded rows, you can add grid lines if you want. You can even do column colors if you want to colorize your columns. So that is brand new. I haven't even played with that one yet myself. Um, auto refresh. If you click on a transaction that's in a report and you go in and you edit the transaction, [00:23:30] and then when you save the transaction, the report will now auto refresh. You don't have to manually refresh it anymore. They addressed what Dan had talked mentioned earlier about balance sheet reports. There were some companies that the modern and classic views had discrepancies with retained earnings, but that has now been fixed. So your balance sheets are the same now between modern and classic. That's not an issue anymore. They added a new collapse [00:24:00] level. So instead of just expand all and collapse all, you can now collapse your subcategories into the header accounts. When you export your reports you will always get formulas. Now you will not get static numbers. So the export is now working. Yay! Oh yeah. And accountants can now share your custom reports just inside your firm. So now, in addition to just none, that's [00:24:30] just yours or with all. You can now share it with your firm, but not with the client. Dan DeLong: That's good. Now, one thing that I noticed playing around in the in the reports and it was annoying, I think for for some people is that when you start going into the side panel and start customizing the report, it, um, it as soon as you made a change, like added a column or, or added a filter, it immediately applied [00:25:00] those changes, um, whether you were ready for it or not. And of course, if you were in a huge report, then there's, you know, precious seconds that you're, that you're wasting. And now there's an apply changes button at the bottom. I don't remember if that's this latest round of feedback or if maybe it was a prior one. No. Alicia Katz Pollock: It's new. It's only been out for a couple of weeks. Dan DeLong: Got it. Alicia Katz Pollock: Yeah, yeah, I know, I noticed it. Dan DeLong: So it just came out. Alicia Katz Pollock: It didn't just come out. Yeah. [00:25:30] Um, and, uh, last but not least, right clicking and control clicking support has been added and in detail reports, you now have the ability to have transaction IDs. So they are listening. I want to remind everybody I said it already during this session. We've had a whole episode about it, but the canny boards, quickbooks.canny.com is where you, if you find a report that is broken or is not working. And I found a [00:26:00] couple reports that aren't doing what they used to do, um, or just, you know, the formatting is different. Go to go there and go to the modern reports section and tell them what is not working or what your feedback is because they are. Dan DeLong: Upvoting somebody who's already, uh, who's already mentioned a feedback that you already have Or you could see what they're what they're planning to do for something that you might be wanting to provide feedback on, but it's already been provided. Alicia Katz Pollock: Yeah, exactly. [00:26:30] Um, the, the fact that it's, it's community based and you do actually hear from the developers, they will ask you like, what's your company ID? Or they'll ask you for screenshots or videos. So they are communicating with you. All right, let's move on to the next one. The next section was about Intuit Enterprise Suite and the presenter was Keith Lanka, who's a senior staff product manager out of Mountain View. And their this section was all about complex consolidations [00:27:00] and, uh, the I don't even know if I can say this and have it like sink in to everybody. Uh, so basically the poll question was, what's the most complex consolidations use case your clients have? Is it one level entity hierarchy without eliminations? Is it multi-level hierarchy with proportional consolidation? Is it one level entry hierarchy with eliminations? Is it multi-level entity hierarchy with consolidations. [00:27:30] Um and so um the most people have 40, 48% were just one level hierarchy with not a lot of complexity, but almost 15% have multi-level hierarchies and consolidations. And, and another 23% have eliminations. So the new features in enterprise suite are very, very welcome for this. Dan DeLong: Yeah. I mean, just that they're asking that as a poll question. Yeah. I mean, tells [00:28:00] them that their tells me that that they are, you know, really looking into these, you know, harder, difficult, complex, um, solutions, uh, so that, that, that can streamline the process. Alicia Katz Pollock: Yeah. Now, with this one, I'm not going to be able to go into a whole lot of detail because he did this extensive demo that there's no way that I could translate into, into a podcast recording. Yeah. So you need to watch the recording for [00:28:30] this section. So we're just going to do it in a nutshell, is that for entity hierarchy and consolidations with eliminations, they heard that the balance sheet was not balancing with the eliminations and that consolidating for large organizations was manual and tedious. So they released two new features, transactional eliminations. And now you have three different methods for doing your consolidations with granular controls. [00:29:00] So the, um, there's different elimination settings. And again, I don't even know if I can translate this. Dan, can you. Dan DeLong: I mean, this is, this is above my accounting pay grade so I don't get too into the weeds too much with with with multi company reporting in general. So I haven't really been paying attention. Alicia Katz Pollock: So for, for, for the five listeners who are [00:29:30] excited about this. Um, what, what, what I'm just going to kind of rattle off the, the, the terminology. Um, so you have inter company journal entries, inter company allocations where you can auto reverse them and save them, auto reverse them and review it or do manual entries. There's also inter company sales and cross company bill payments. And so for all of them you get the choice to make them auto reverse them save them review them. Some [00:30:00] of the one of the things that I did see and appreciate is that when you start doing an inter company journal entry, for example, you can get the, the get it started with where the money was coming from and where the money was going to. And then there was a smart, complete button that would auto fill all of the do to Froms for all of the companies based on that information, and it would fill all of that in for you. So [00:30:30] that was really super cool to see in action. Um, the, they also had a section called early Access where they've got some features that are in beta and some of the things that are in beta, um, manufacturing and assemblies, cross company bill payment and recurring intercompany transactions. Those are just three of the additional [00:31:00] features that are in beta. So if these are things that you need, you can go into your eyes, your enterprise suite and go into the early access and ask to be a beta tester for these. Dan DeLong: Are they making it? Quickbooks labs again? Alicia Katz Pollock: Oh, I can only, only hope. I can only hope. All right. Next section was was also still about enterprise suite where they're changing the terms on the accountant revenue share. And so Richard Khan, who's a senior project [00:31:30] senior product marketing manager out of San Diego, came on to talk about it. And basically, they're upping the revenue share to 30% for a whole year that you get 30% of their Intuit Enterprise Suite subscription fees. Um, it's available for client referrals through July 1st. So you only have another month to be eligible for this. And it'll be aligned with the, with the clients payments. [00:32:00] If they're paying monthly, you'll get it monthly. If they're paying annually, you'll get it annually. Um, you do have to be in the revenue share program. And it sounded like I thought he said that you could apply this retroactively for your existing AIS clients, but I think it might have been an audio mirage. I'm not sure that he actually. Dan DeLong: Maybe it's wishful thinking. Alicia Katz Pollock: Yeah, I think it was wishful thinking. But in any case, there are courses in ProAdvisor Academy about enterprise, and this is a good opportunity [00:32:30] to see if this is something that would be good for you. I did just move one of my clients on to Enterprise Suite and they are so excited. So when your company is growing and complex, it's a it's absolutely a legit solution now. It's been what, two years and it's really come into its own. Dan DeLong: Has it been that long already? Alicia Katz Pollock: It's coming up on two years. Yeah. Yeah. Dan DeLong: Time flies. Alicia Katz Pollock: It does. Okay. So the last section was about pro [00:33:00] partner accountants. The new pro partner accountant program. And I'm going to talk about it for in the know. But I'm actually going to be doing another episode with Margie Remmers Davis coming up in the next week or two. And so we're going to do a real deep dive into it. So I'm going to keep this pretty surface level. But Jacqueline Ankou is the leader of the Pro Partner Accountants program Out of Mountain View. And they're realizing that ProAdvisor right now are kind of overwhelmed by all the changes [00:33:30] happening in the industry with AI adoption, the talent shortage, and all the new push towards advisory, and that the partner program needed to help them address these challenges. So they are updating the ProAdvisor program so that it better serves modern firms, because the ProAdvisor program has been around for 30 years. And again, it's kind of showing its age. So they've got expanded benefits, new education, and [00:34:00] a new community program. So let's go ahead and talk about all of that. It's available for firms of all sizes. If it's just you, you're just as eligible as if you were a top 100 firm. It is launching in 2027, but they are doing a lot of education about it now and making some of it available now so that you can plan ahead because there's some things like points involved. Alicia Katz Pollock: So the [00:34:30] benefits that you get are the we continue to get our 30% ProAdvisor preferred pricing for online payroll, which is now called workforce. By the way, we're going to start saying QuickBooks workforce, and we're talking about payroll and time and QuickBooks bill pay and still the 30% direct pay discount for your clients during their 12 months. So you still get that same benefit. You yourself still get QBO [00:35:00] A advanced, which now includes bill pay elite. You also get payroll yourself. You don't have to pay for your payroll and time tracking. And so all of that is available through my books inside IAS, and the trainings and certifications are going to continue to be free for all the partners. So the new program benefits customer support has been has been increased and updated. And oh, I had a tab open for this and [00:35:30] I don't know where I put it, but there are new when you go up in tiers, you have expanded hours, including Saturday hours and for high tier Sunday hours as well. The customer support is now also going to have accounting knowledge for Nancy that it's not just going to be software bugs that are actually. If you have a problem, a question on how to do the accounting, they might actually be able to answer that for you. Dan DeLong: So you won't be able to say, [00:36:00] ask your accountant and the reply be I am the accountant. Alicia Katz Pollock: Right? Exactly, exactly. Okay. The revenue share is going to be three years instead of one year, and it's going to be on a scaling basis where it's going to be range from 10% up to 25%, depending on what tier you've earned. However, I was actually thinking about that, Dan, correct me if I'm wrong, but right now it's 30% for one year. And so [00:36:30] you're going, you might be going down to 10% for three years. Dan DeLong: Yeah. Which I guess you got to look at the, uh, you know, look, look at the do the math. Right? Yeah. And see which, which is, uh, which is best. Um, one thing that I discovered is that if the, uh, if you assign somebody to revenue share and they don't put in their billing information in time, which gives them one day to do that, then they get kicked out of [00:37:00] the revenue share and you don't get anything. Alicia Katz Pollock: Yikes. Which means that you definitely want to hold your client's hand through their onboarding process and make sure that the payment has been entered. Um, they've also said that the higher tier pro partners, your revenue share can go up to 25%. And that's still over that three years. Now that's where the math really starts. Dan DeLong: Yeah, that's where it gets exciting. Alicia Katz Pollock: Yeah, exactly. Um, and then, um, Intuit Accountant Suite, we've been doing a lot of talk about [00:37:30] all the new features inside it. So, you know, long term listeners, um, we've been talking about that. If you are new to the new to the show, definitely go back through our archives because Dan and I have spent a lot of time breaking down the IAS platform with the books review. Dan DeLong: And I think what you, what they're trying to say is that when you have, um, when you're on the high tier, the I s accelerate is included as, as a, as a perk. Alicia Katz Pollock: Well, let's say [00:38:00] that again because that is huge and major. Would you like to say that twice? Dan DeLong: Yes. So when you are on the highest tier of the pro partner benefits. Did they talk about how you get there or not yet. Not yet. The mechanics of that. Yeah. So there will be a, you know, some kind of way to get to the different thresholds. But when you're on the highest tier, then you'll get the IEIS not IESIS Intuit accountant suite accelerate for free. [00:38:30] Alicia Katz Pollock: Right. That's the $149 add on for multi multi-person teams. And so that's a great reason to get up to those top two tiers. Okay. Um, they mentioned or she talked about the fact that they're expanding the ProAdvisor training. It's no longer just about certification. There's now CAS training client advisory services, so that you can take your insights out of your software and make recomendable actions to your, uh, [00:39:00] or. Yeah, to your clients. Uh, there's information on AI for accountants. The program I think, was co-written by Jan Haugo, who's doing a lot of work about, uh, on AI. Um, and so there's AI training inside QBO accountant or sorry, old habits die hard. I s um, and then there's also a training manager so that if you have multiple employees, you can see where people are on their certifications, which classes [00:39:30] they're taking, and you can actually assign trainings and certifications to your team. Okay. The next one was community. And this is the one that I found really exciting. So we've already mentioned the Better Together tour. This is actually kind of the modern version of the Roadshow, which is where I joined into it as a trainer is I used to travel around the country teaching certification. So now they're putting, uh, putting advisers [00:40:00] on the road to help us all manage all of these changes. They've started a career pipeline program. They realized that we need to that because we're having trouble getting people into the industry. They are starting to work with high schools and universities to upskill 1 million accounting students. Their goal is five years, and they are going to connect them to us through student [00:40:30] mentorship programs. I actually have an email asking me to apply to be a mentor. So, um, I'm, I'm really looking to see where this develops. Dan DeLong: More, more for your incubator. Alicia Katz Pollock: Yeah, exactly. Um, for those of you who don't know, I started a bookkeeping incubator program this year and I have five interns who I'm teaching bookkeeping by actually working on client files. It's pretty awesome. All right. And then last, they are starting an awards program. I think [00:41:00] they're taking a page from Insightful Accountant, and they're going to celebrate pro partners who are innovating, giving back and setting the standard for modern accounting with prizes that elevate their voices nationwide. So, you know, now I have new life goals. Dan DeLong: More buckets to add to your list. Alicia Katz Pollock: Now I have a new bucket. Okay. My now on my bucket list is to win one of Intuit's awards. Okay, you heard it here first. Okay, so the tiers [00:41:30] for the pro partner program, there's five different tiers. The member tier is basically you sign up, you create an account that makes you a pro partner member. Then the the partner is when you have passed one certification test and you have one actual client assigned to you, then you are officially a partner. Then the next three tiers are preferred partner, Premier partner and elite partner, and I have not seen any guidance at all on what [00:42:00] earns you those those designations yet. Dan DeLong: Yeah. The next slide is talking about in fall 2026, they'll publicly share that. Alicia Katz Pollock: So yeah. Dan DeLong: Stay tuned for more details. Alicia Katz Pollock: Yeah. And they're going to tell you like what your, what your points level is as of now, so that you can figure out what you need to do to get to the tier you want to be on. Um, so. Dan DeLong: As far as like levels, not tiers, [00:42:30] like, right coming out of your eyes. Alicia Katz Pollock: Yeah. No, I know some of you are in tears, but some of us are achieving tears. Um, and, uh, so right now they're recommending that you first transition to accountant suite, make sure that your certifications are up to date. The deadline for recertification just passed. So sorry. If you snooze, you lose. And they're also recommending that if you have multiple consoles, we we've always called these realms the. [00:43:00] The term up until now has been realm, but they're calling them now consoles. But basically, if you have more than one accountant login, they want you to consolidate them, which will allow you to become a higher tier partner. Dan DeLong: I have a, I have a pretty good blog about realm consolidation. I'll put that in the show notes for those that are trying to figure out how do I consolidate my consoles? Okay, I gotta change now I gotta add that that in parentheses behind [00:43:30] every time I've referenced realms. Alicia Katz Pollock: Right? Yep. Now it's called consoles. All right. So they finished with another poll. Are you ready for pro partner accountants and 23%. Yes. My team is certified and I'm in IAS 24% said almost my team certified, but we have not yet switched to IAS 12% said, kind of, I'm on I s but my team's not certified. And 40% said, not yet. I need to transition [00:44:00] to IAS and get my team certified. Now that 40% was actually kind of like a, a, a flash for me because I'm kind of immersed with people who are already in on it and early adopters and realizing that only 60% have even touched I s and certifications and 40% are not certified and 40% are have not moved over yet. Um, that tells me that we still have work to do. Dan DeLong: Mhm. [00:44:30] Alicia Katz Pollock: Mhm. Dan DeLong: There's a need for us to be talking about this. Alicia Katz Pollock: Oh, yeah. No wonder I've got job security. Right. Okay. Um, so they ended the session with, um, pointing out that you can manage your team's certification in IAS. So if you make the switch over now, you will have a dashboard showing you where all of your team members are on their certification and training path, including who was decertified. So if they didn't [00:45:00] recertify and they have to start over again, now, you're gonna know they can't hide it from you anymore. Okay. Um, they ended with a reminder that there's a, they have their own podcast called on the books and I listen to it regularly. Um, there's Q and A's with Intuit leadership. Brittany Brown. Um, just did a session that's on live from better together and she's been talking a lot about measurability [00:45:30] and how to actually gauge results by what you measure. And so I definitely recommend checking out a lot of the content that she's been putting out recently. All right. We did it. Dan. Dan DeLong: And seen. Alicia Katz Pollock: And seen. There we go. Okay. So thanks for coming on, Dan, and helping me break all that down. What do you have going on in your world? Dan DeLong: Well, um, in the mid mid July, we're going to be doing our [00:46:00] bulk edits, uh, cohort, uh, so we are going to be having at school bookkeeping for different sessions, uh, one for each, uh, well, two for each platform of QuickBooks and then some tools that will be going into about how to make mass changes inside, inside QuickBooks. Um, and that's, uh, and on the, on the tails of, on the tail of scaling new heights. I have been trying to develop [00:46:30] a, um, a QuickBooks migration health checklist for QuickBooks company file. And I've been trying to work with, um, developers, I've been trying to figure this whole thing out. And in the course of a day after, uh, after. Okay. I need to get into work. I've made a prototype, and I'm really. I'm working on testing that out. Um, I'm really excited about it because this has been [00:47:00] a long time thing for me. Basically allows you to, uh, uh, put in your company file and it will spit out the potential issues that you may be running into if you convert from desktop to online. Um, and things to do. It's, I think it'll be, have a good use for accountants who do these kinds of things to have those conversations ahead of time. Alicia Katz Pollock: Me, me, me me me me. Alicia Katz Pollock: I want to see it. I'll be it a test for you? Dan DeLong: Yeah. I'll be glad to show it to you after the show. Alicia Katz Pollock: Oh that's [00:47:30] awesome. All right. Cool, cool, cool. Dan DeLong: How about you? What is going on in your world? Alicia Katz Pollock: Well, I'm about to take off for Oregon Country Fair for the for ten days. It's like I don't have time to go, but there's no way that I'm going to miss this. I volunteer, I actually I do tent tags. I run the database for tent tags and we sell them on camping crew. And it's a, it's a music festival, music, art, food. I always, you know, it's kind of like if middle earth met Burning Man. Um, [00:48:00] it's it's totally. Dan DeLong: That's a good way to put it. Yeah. Alicia Katz Pollock: Um, and then as far as content goes, uh, everybody's been hearing me talk about my hands on training class and I'm like, we're just a couple weeks out from launching that one. So it's not too late to sign up that if you want to learn QuickBooks by building files from scratch, hands on yourself, this is the class to take, and the link will be in the show notes for that. I'm also [00:48:30] gearing up for my content. In August, we're going to be doing a session on Intuit Accounting Suite, where I'm actually going to have some companies where we're going to show off the features in real life. I mean, fake real life, but real life. Um, and then also, um, into an enterprise suite we're having for lane come in and do a demo for the Royal Wise Owls. So those are some of my upcoming courses. Dan DeLong: That is a, that's a lot. Alicia Katz Pollock: Yeah. And then pile [00:49:00] on top of that, that the book that I'm writing for the course, I'm still on chapter ten of 16. So I have to now go revamp my, my, all my content about projects and inventory. Yay. That's what I get to do all weekend. All right. So, um, thanks Dan for joining me. Thank you all for listening. Be sure to click that subscribe button. If you heard something interesting that you, that you, your team or your clients need to know about, please share this, [00:49:30] leave us a review and otherwise we will see you in the next one.