Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.

Sponsors

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (00:22) - Initial Impressions and User Reactions
• (05:59) - Exploring the Dashboard Features
• (15:01) - Understanding the Business Feed
• (23:09) - Reports and Financial Planning
• (26:27) - Integrations and My Apps Section
• (27:48) - Introduction to My Accountant Tool
• (28:28) - Navigating the Accounting Section
• (28:50) - Exploring the Expenses Section
• (29:23) - Sales and Payment Methods
• (33:18) - Customer Hub and CRM Tools
• (34:05) - Payroll and HR Features
• (35:41) - Time Tracking and Projects
• (36:41) - Inventory and Sales Tax
• (37:19) - Business Tax and Lending
• (42:03) - Interface Updates and Bookmarks

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

RightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.

Alicia’s QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Desktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet

Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.

Sponsors

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

QuickBooks Toolkit for Accountants: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us

Intuit Connect: Intuit Connect: The premier accounting event

Firm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labels

In the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_link

Partner Council applications are now open:

https://www.firmofthefuture.com/partner-council/partner-council-applications-open/

Alicia and Matthew:

Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/

QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive

Connect with Matthew:

• https://facebook.com/spotycus
• https://youtube.com/parkwayinc
• https://instagram.com/spotycus
• https://twitter.com/spotycus
• https://www.linkedin.com/in/parkwayinc/

Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.

Sponsors

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!

Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.

Sponsors
BDO Alliance - https://uqb.promo/bdo

Keeper: https://keeper.app/?via=4aaea6

Anchor: https://join.sayanchor.com/iX6Hba Mention Royalwise when you sign up to get a $50 credit

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

•Keeper Karaoke on Monday

•Grab a tutu for Tutu Tuesday at the Royalwise booth,

•Royalwise Pool Party at Cabana #9 on Wednesday!

Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and customer tracking that users should be aware of.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Alicia’s Mobile app class was on May 13 - you can take it any time at http://royl.ws/QBOMobile?affiliate=5393907

Alicia’s QuickBooks Payments class - http://royl.ws/GoPayment?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

• (00:00) - Introduction to the Episode
• (01:37) - Introduction to Payment Links
• (02:45) - Creating and Using Payment Links
• (06:23) - One-Time Payment Links
• (08:53) - Multi-Use Payment Links
• (11:24) - Limitations and Workarounds
• (18:04) - Advantages of QuickBooks Payments
• (20:08) - Conclusion and Upcoming Events

Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pricing models to the future of third-party integrations, explaining why smaller developers may struggle while larger companies like Bill.com and Avalara will likely absorb the costs. The discussion explores whether this represents a strategic move toward platform consolidation and what it means for the freemium model that many QuickBooks-connected apps currently rely on.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

The new Intuit Developer Platform: https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/

Hector’s Reframe events: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

Alicia’s new QBO Complete 2025 book + eBook: http://www.questivaconsultants.com

Alicia’s Hands-on Training course starting July 21, 2025: http://royl.ws/QBO-complete

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:32) - Intuit's New API Guidelines
• (02:27) - Metering and Costs for API Usage
• (03:25) - Impact on Small and Large Apps
• (04:16) - New API Access Points
• (04:44) - Inventory Adjustment API
• (08:49) - Custom Fields API
• (10:39) - Projects API
• (13:19) - Sales Tax API
• (16:38) - Payroll Compensation API
• (20:15) - API Monetization and Timelines
• (22:21) - Metering and Pricing Adjustments
• (24:26) - API Credits and Developer Tiers
• (25:57) - Impact on App Developers
• (34:24) - Intuit's Strategic Moves
• (39:27) - Upcoming Events and Personal Updates

Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations.

Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Firm of the Future Product Updates, May 2025: https://www.firmofthefuture.com/product-update/may-2025-mpu/

ProAdvisor Spotlight with Dan Luthi and Brittney Brown: https://www.firmofthefuture.com/thought-leadership/next-generation-of-accountants/

Alicia’s QuickBooks Checking and Cash Flow class: http://royl.ws/cashflow

Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.

Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup

1Password: 1password.com

Keeper: https://keeper.app/?via=4aaea6

Alicia’s Mobile App class: May 13