Now You Know: March 2026 Recap of In the Know
Alicia and Dan break down Intuit's March "In the Know" webinar, covering the biggest product updates coming to QuickBooks this spring. The headliner is a new Buy Now, Pay Later option powered by Affirm—available right inside QBO invoices, with no extra fees and no risk to the business owner. They also dig into Books Close pricing changes, a modernized payroll run table, and new recurring and bulk payment features in Bill Pay.
Resources (there are EVEN MORE links in the slide deck!)
Sponsors
Wurthy - https://uqb.promo/wurthy
Wurthy - https://uqb.promo/wurthy
Resources (there are EVEN MORE links in the slide deck!)
- Intuit’s ITK Slide Deck with links and QR codes: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/ykjffDsdSgCZB7mBHr7K_March2026_ProAdvisor_InTheKnow_Handout.pdf
- Vote for Alicia & Dan + your favorite ProAdvisor for Insightful Accountant’s Top ProAdvisor award, March 24 to April 26: https://survey.zohopublic.com/zs/00DALX?utm_campaign=21663829-2026%20Top%20ProAdvisor%20Awards&utm_source=2026topproadvisors_awardsportal&utm_medium=qrcodemurph
- Call 1-877-222-1351 to get 2 QBO Advanced shells for $68.75 each
- Webinars to learn about Intuit Enterprise Suite: https://ieswebinars.intuit.com/hub/ondemand?i=QHjqXHBPTxn-a8Bzak0SgO9aL-6dgfqR
- QBO’s Accounting AI (Bank Feeds) improvements: https://www.youtube.com/watch?v=Upq8Qk538QA
Alicia’s upcoming classes:
- Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
- 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907
- Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907
- Intuit Enterprise Suite class on June 2: http://royl.ws/intuit-enterprise-suite?affiliate=5393907
Dan’s Links
- S of B Blog on comparing Books Review and Books Close: https://www.schoolofbookkeeping.com/blog/what-s-the-difference-between-books-review-vs-books-close-is-it-worth-the-cost
- Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
- Blog on Item Receipts and Enhanced Inventory Receiving
- 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.
