Now You Know: In the Know July 2026 Recap
Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.
LINKS
Handout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdf
Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/
Useful IAS resources:
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix
- (00:00) - Welcome and Introductions
- (01:12) - Why Now You Know
- (02:58) - Community News Roundup
- (05:11) - Intuit Connect Details
- (05:41) - Product Improvements Poll
- (06:54) - Speed Issues and Router Tips
- (08:17) - Meaningful Improvements Wish List
- (10:34) - Bank Feed Matching Updates
- (13:54) - Dashboard and Shortcuts
- (16:18) - Reports and Sign In Changes
- (18:11) - AI Plus HI Services
- (19:39) - Accountants as Customers
- (22:35) - Intuit Experts Guardrails
- (27:47) - Auto On Billing Concerns
- (28:49) - Bank Feeds Expert Review
- (30:34) - Pricing Data Access Questions
- (32:34) - Accountant Suite Adoption Poll
- (34:13) - Multi Tab Workflow Upgrade
- (35:48) - Unified Inbox Portal
- (41:37) - Accelerate Firm Insights
- (45:35) - Accelerate Pricing Books Close
- (46:58) - Resources Training Wrap Up
LINKS
Handout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdf
Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/
Useful IAS resources:
- https://digitalasset.intuit.com/render/content/dam/intuit/accountant-channel/en_us/ias/from-qboa-to-ias-customer-leave-behind.pdf
- https://quickbooks.intuit.com/accountants/intuit-accountant-suite/
- https://www.firmofthefuture.com/product-update/checklist-switching-to-intuit-accountant-suite/
August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?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.
