QuickBooks Live is Dead, Long Live Intuit Experts
QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.
LINKS
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
- (00:00) - Welcome and Setup
- (01:12) - QuickBooks Live Ends
- (02:47) - What Makes an Expert
- (07:08) - Firm of the Future Article
- (11:03) - Who Intuit Experts Serve
- (13:41) - Pro Partner Matching Network
- (15:35) - Services Built Into QBO
- (17:31) - Breaking Down New Services
- (21:36) - Consent and Default Off
- (25:57) - Intelligent Onboarding
- (28:50) - Cross Sell and Workforce
- (34:18) - Do They Compete With Firms
- (38:16) - Marketing Toggle Recap
- (38:52) - Unknown Accountant Status Rules
- (40:17) - Overlap Services Confusion
- (43:52) - Onboarding Versus Suppression
- (45:52) - Where Controls Live
- (46:28) - Client Versus Firm Billing
- (49:55) - Expert Hub Visibility
- (52:51) - QuickBooks Live Rebrand
- (56:39) - Why Intuit Changed Course
- (59:42) - What To Do Now
- (01:05:11) - ProPartner And Suite Updates
- (01:06:40) - Wrap Up And Community
- (01:07:32) - Hosts Updates And Outro
LINKS
- Intuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/
Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/
Alicia’s upcoming classes:- 3rd Party App Exploration, Aug 12: http://royl.ws/3rdparty
- Intuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suite
- Battle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration
- AI in QBO: http://royl.ws/AI
- Intuit Accountant Suite in Sept: http://royl.ws/IAS
Dan’s School of Bookkeeping blog on AI/Claude:
- Connect Claude to QuickBooks Online?: https://www.schoolofbookkeeping.com/blog/QBOClaude
- What Specifically can Claude do in QuickBooks Online: https://www.schoolofbookkeeping.com/blog/what-specifically-can-claude-do-in-quickbooks-online
- No, AI Isn't Coming for Your Bookkeeping Job: https://www.schoolofbookkeeping.com/blog/AIinAccounting1
- The Blind Spots Automation Can't See (Yet): Where QuickBooks AI Still Needs a Human: https://www.schoolofbookkeeping.com/blog/AIinAccounting2
- How to Become the Human Your Clients (and Their AI) Actually Need: https://www.schoolofbookkeeping.com/blog/AIinAccounting3
- Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
- Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
- QB Power Hour: https://www.qbpowerhour.com/
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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.
