Now You Know: In The Know August 2026 Recap
Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers.
LINKS
Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
- (00:00) - Welcome and Updates
- (01:12) - What Is In the Know
- (03:34) - CPE and How to Watch
- (04:19) - ProAdvisor News and Webinars
- (06:33) - Intuit Connect and Workforce Updates
- (09:21) - Enterprise Suite Polls and Wishlist
- (13:47) - IES Intercompany Automation
- (18:40) - Dimensions and Reporting Upgrades
- (21:44) - Early Access and Beta Features
- (23:36) - Sales Tax Reports Overhaul
- (29:32) - New Sales Tax Reports
- (31:58) - Drilldowns and Custom Views
- (33:53) - Whats Coming Next
- (35:52) - Automated Tax Filing Notes
- (36:11) - Construction Project Phases
- (38:55) - AIA Billing Workflow
- (40:55) - Change Orders Upgrade
- (44:02) - Playbooks in IAS
- (47:28) - Client Setup Templates
- (49:57) - Rollout Questions and Pricing
- (53:18) - Resources and Toolkit
- (54:26) - Hosts Updates and Wrap
LINKS
Alicia’s upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:
- AI in QBO: http://royl.ws/AI?affiliate=5393907
- Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
- Customizing QBO: http://royl.ws/CustomizingQBO?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.
