August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll
Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.
In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf
Sponsors
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- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (04:16) - QuickBooks Connect Event
- (06:52) - New Features in QuickBooks Online
- (09:04) - Intuit Enterprise Suite Enhancements
- (23:48) - AI and Automation in QuickBooks
- (33:31) - Customer Leads and Sales Pipeline
- (36:08) - Integrating CRM with QBO
- (37:02) - Future Episode on MailChimp
- (37:30) - Introducing the Payroll Agent
- (41:28) - Employee Honesty and Payroll Management
- (44:16) - Nuts and Bolts of Payroll via Text
- (46:20) - Upcoming Webinars and Events
- (47:28) - Business Network and Check Remittance Feature
- (51:37) - Sales Tax Filing Updates
- (55:39) - Membership Drive and Curriculum Refresh
- (57:48) - Reframe Conference Announcement
- (59:38) - Conclusion and Final Thoughts
In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf
Alicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, and
the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
