Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).

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

(00:00) - Introduction and Hosts' Banter

(00:45) - Intuit Connect Experience

(01:37) - Intuit Enterprise Suite for Construction

(03:24) - New Features in Intuit Enterprise Suite

(08:04) - Challenges and Solutions in Intuit Enterprise Suite

(15:12) - MailChimp Integration with QuickBooks

(24:57) - Customer Hub Overview

(29:19) - Exploring New Features in Online Bill Pay

(30:18) - AI and Machine Learning in Bill Processing

(33:46) - Bill Payment Speeds and Security Measures

(37:20) - Accountant Tools and Client Management

(41:03) - Recurring Invoices and Customer Dashboards

(42:28) - Lending Options and Financial Products

(47:09) - Upcoming Courses and Collaborations

LINKS

Customer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107

Alicia’s current classes:

1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907

Dan’s Links

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

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