Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.

Sponsors
UNC - https://uqb.promo/unc

Resources:

In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdf
Partner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60
Canny for product feedback: http://intuit.canny.io
Customer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107
Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130
Alicia’s current classes:
- Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
- Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907
- 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907
- QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907

We want to hear from you!

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

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

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

https://www.earmark.app/onboarding

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter
(04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later’ in QuickBooks
(07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview
(14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders
(22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions
(23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel
(23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing
(26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early
(28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists)
(30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown
(31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches
(37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time?
(39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO
(52:43) - What’s Next: Intuit Podcasts, Intuit Connect, and July’s Mysterious AI Agents
(55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes