Now You Know: In the Know October 2026 Recap
Alicia and Matthew “Spot” Fulton recap Intuit’s latest In the Know webinar, starting with why accountants should move to Intuit Accountant Suite now, ahead of the ProPartner Accountants launch and the December 31 end of QuickBooks Online Accountant. They cover Books to Advice, which pulls QuickBooks Online data straight into ProConnect and Lacerte tax projections, and a new payroll feature that imports hours from third-party time tracking spreadsheets. They also look at the new client list columns, consolidation that now carries over documents, reports, and team members, and the HR resource center expanding to all Workforce levels.
LINKS
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix
- (00:00) - Welcome and Format
- (00:45) - What Is In the Know
- (02:52) - Community News and Events
- (04:33) - ProPartner Transition Tips
- (07:31) - Workforce Payroll and HR
- (09:15) - Awards and Webinar Lineup
- (12:17) - Books to Advice Tax Planning
- (17:58) - Payroll Spreadsheet Uploads
- (23:00) - Accountant Suite Updates
- (26:53) - Consolidation and Accelerate
- (35:58) - Around the Corner Wrap-Up
- (36:39) - Hosts Updates and Closing
LINKS
Our episode with Jeff Siegel, 2026 Top ProAdvisor: www.uqb.show/108
Alicia’s Upcoming Classes:
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:
- Nov 10 - Dec 8: Accounting LifeCycle with Mariette Martinez: https://learn.royalwise.com/visitor_catalog_class/show/2637279/The-Accounting-Life-Cycle-with-Mariette-Martinez
- Nov 13: QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907
- Nov 24: QB Time Course: http://royl.ws/qbtime?affiliate=5393907
- Dec 2: 1099s in QBO: http://royl.ws/QBO-1099
- Dec 9: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
- Dec 15: Year-end Cleanup for Taxes: http://royl.ws/QBOYearEnd
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Send your questions and comments to us at unofficialquickbookspodcast@gmail.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.
