Intuit Accountant Suite: Accelerate and Books Close Deep Dive
Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.
LINKS
Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/edit
Alicia’s current classes:
- (00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts)
- (01:01) - Tax-season chaos & the surprise IAS pricing timeline change
- (04:57) - Clearing up what’s still free vs paid: ProAdvisor portal vs add-ons
- (05:43) - Accelerate vs Books Close: what each add-on actually does
- (07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets
- (10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee)
- (16:18) - Books Close vs Books Review (and other tools): who it’s for
- (30:01) - Client “Requests” messaging: asking questions on transactions
- (32:35) - Game-changer feature: reconciling accounts from Books Close
- (36:32) - How to Submit Beta Feedback (and What to Ask For)
- (41:41) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions
- (45:50) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions
- (48:51) - Unapplied Payments + Other “Coming Soon” Anomaly Checks
- (55:04) - Pricing Breakdown + The Big Beta Problem: You Can’t Offboard Clients
- (59:54) - Wrap-Up: YouTube Demos, Community Updates, and What’s Next
LINKS
Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/edit
Alicia’s current classes:
- Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907
- Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
- Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?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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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.
