Now You Know: In the Know Recap September 2026
Alicia and Matthew "Spot" Fulton recap Intuit's September In the Know, where most of the session focused on the ProPartner Accountants program that replaces ProAdvisor in early 2027. They break down the five tiers, how points are earned, the new three-year revenue share, which certifications never need renewing, and why the timing of your first certification matters this fall. They also cover delegated onboarding for QuickBooks Payments and Bill Pay, plus the new tax return dashboards for ProConnect Tax users in Intuit Accountant Suite Accelerate.
LINKS
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
- (00:00) - Welcome and Format
- (01:53) - How In the Know Works
- (02:39) - Community News and Events
- (05:14) - ProPartner Program Overview
- (06:55) - IAS Benefits and Support
- (13:42) - Revenue Share and Referrals
- (18:32) - Tiers Points and Certifications
- (31:14) - Delegated Bill Pay Onboarding
- (38:11) - ProConnect Tax Planning Insights
- (45:24) - Whats Around the Corner
- (46:04) - Alicias Upcoming Classes
- (49:06) - Wrap Up and Thanks
LINKS
- Handout: https://staticassets.public-pr50.goldcast.io/event/6c8877ca-5f12-409a-808e-1df07754fc97/resources/1qXVtA2Sd7fNo6qGpV3A_September2026_ProAdvisor_InTheKnow_Handout.pdf
- Enabling Client Tax Insights in IAS: https://quickbooks.intuit.com/learn-support/en-us/help-article/tax-planning/enabling-accessing-client-tax-insights-intuit/L7f57S24k_US_en_US
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:- Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
- QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907
- QB Time Course: http://royl.ws/qbtime?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.
