Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.

Sponsors
FutureView Systems - https://uqb.promo/bez
UNC - https://uqb.promo/unc

(00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts)

(01:01) - Tax-season chaos & the surprise IAS pricing timeline change

(04:57) - Clearing up what’s still free vs paid: ProAdvisor portal vs add-ons

(05:43) - Accelerate vs Books Close: what each add-on actually does

(07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets

(10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee)

(16:18) - Books Close vs Books Review (and other tools): who it’s for

(30:01) - Client “Requests” messaging: asking questions on transactions

(32:35) - Game-changer feature: reconciling accounts from Books Close

(36:32) - How to Submit Beta Feedback (and What to Ask For)

(41:41) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions

(45:50) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions

(48:51) - Unapplied Payments + Other “Coming Soon” Anomaly Checks

(55:04) - Pricing Breakdown + The Big Beta Problem: You Can’t Offboard Clients

(59:54) - Wrap-Up: YouTube Demos, Community Updates, and What’s Next

LINKS

Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/edit

Alicia’s current classes:

Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907
Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907

Dan’s Links

Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

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Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

https://www.earmark.app/onboarding