Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix

(00:00) - Welcome and Introductions

(01:12) - Why Now You Know

(02:58) - Community News Roundup

(05:11) - Intuit Connect Details

(05:41) - Product Improvements Poll

(06:54) - Speed Issues and Router Tips

(08:17) - Meaningful Improvements Wish List

(10:34) - Bank Feed Matching Updates

(13:54) - Dashboard and Shortcuts

(16:18) - Reports and Sign In Changes

(18:11) - AI Plus HI Services

(19:39) - Accountants as Customers

(22:35) - Intuit Experts Guardrails

(27:47) - Auto On Billing Concerns

(28:49) - Bank Feeds Expert Review

(30:34) - Pricing Data Access Questions

(32:34) - Accountant Suite Adoption Poll

(34:13) - Multi Tab Workflow Upgrade

(35:48) - Unified Inbox Portal

(41:37) - Accelerate Firm Insights

(45:35) - Accelerate Pricing Books Close

(46:58) - Resources Training Wrap Up

LINKS

Handout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdf

Useful IAS resources:

August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907

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