Boiling Frogs: Some QBO Perspective
Matthew "Spot" Fulton of Parkway Business Solutions rejoins Alicia after a year-long sabbatical to share something surprisingly useful: a totally fresh perspective on QBO's new interface, AI features, and bank feeds. Having missed the frustrating transition period, Spot logged back in without the emotional baggage of watching features break in real time -- and found things better than he expected. His "cold return" experience raises a bigger question about whether proximity to the chaos has skewed how accountants assess where QBO actually stands today.
LINKS
Alicia’s book on Amazon: http://royl.ws/conversion-book
Past episodes we reference:
Kirsten Thulborn on subtle changes you don’t notice: www.uqb.show/139
Connect with Matthew
https://www.parkway.business
https://www.linkedin.com/in/parkwayinc
Alicia’s Upcoming Classes
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:49) - Spot Returns After Sabbatical
- (01:44) - Top ProAdvisor Backstory
- (02:34) - Logging Back Into QBO
- (03:34) - Bookmarks and Client Navigation
- (05:52) - Bank Feeds Speed Wins
- (06:46) - Receipt Upload Improvements
- (10:04) - AI Statement Reconciliation
- (13:50) - AI Tools and Reporting
- (19:19) - Vendor Names and Popups
- (20:31) - Upsells and Intuit Ecosystem
- (22:58) - How Spot Relearned Fast
- (26:21) - Clients Frustration and Change
- (27:19) - Accounting Future With AI
- (32:06) - Intuit Accountant Suite Tweaks
- (33:18) - Wrap Up and Whats Next
LINKS
Alicia’s book on Amazon: http://royl.ws/conversion-book
Past episodes we reference:
Kirsten Thulborn on subtle changes you don’t notice: www.uqb.show/139
Connect with Matthew
https://www.parkway.business
https://www.linkedin.com/in/parkwayinc
Alicia’s Upcoming Classes
- 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907
- 5/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=5393907
- 5/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=5393907
- 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
- 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907
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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.
