Look What I Found! Fall 2026
Alicia is joined by Margie Remmers-Davis to round up the small QuickBooks Online changes they spotted between July and September, from the new jurisdiction-based sales tax report and the rare midyear IRS mileage rate increase to 76 cents, to QuickBooks Payroll becoming QuickBooks Workforce with a dedicated time off center and certified payroll reports. They also dig into bank feed posting policies and capitalization thresholds, the early-stage Customer Hub CRM, the AI-generated review summary, bulk chart of accounts cleanup, and new bill pay remittance and Vendor Direct options.
LINKS
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:
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix
- (00:00) - Welcome and Format
- (02:20) - New Sales Tax Report
- (03:53) - Mileage Rate Update
- (05:08) - Intuit Experts Tweaks
- (06:45) - Workforce Payroll Settings
- (10:42) - Bank Feeds Controls
- (13:31) - Posting Policies and AI
- (18:49) - ProAdvisor Tax Exemptions
- (19:29) - Undo Reconciliations Safely
- (23:49) - Customer Hub and CRM
- (27:10) - Intuit Spreading Too Thin
- (28:15) - When Built In CRM Helps
- (30:22) - New Customer Relationship Fields
- (33:34) - Customize QBO Interface
- (37:19) - Advanced Search Filters
- (39:06) - AI Review Summary Report
- (43:00) - Chart Of Accounts Cleanup
- (45:56) - Vendor Direct Explained
- (48:09) - Community Links And CPE
- (49:12) - New Nonprofit Course Launch
- (51:55) - Intuit Connect And Wrap Up
LINKS
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:
- Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
- AI in QBO: http://royl.ws/AI?affiliate=5393907
- Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
Margies nonprofit class!
https://goakadian.com/nonprofits
https://goakadian.com/nonprofits
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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.
Guest
Margie Remmers-Davis
Margie Remmers-Davis is the founder and CEO of Akadian Accounting Education at http://www.akadian.com/, dedicated to bridging the gap between knowledge and practical skills through cutting edge, experiential learning programs. Away from the office, Margie loves to ride her bike at sunrise, sing at the top of her lungs, go on culinary adventures, and soak up every moment of beauty and joy.