Alicia sits down with Kirsten Thulborn, Group Design Manager at Intuit, for a rare look at how QuickBooks' user interface actually gets built — from the research behind terminology changes like "post" replacing "add," to why some friction in the UI is intentional. Kirsten pulls back the curtain on how her team balances the needs of power users (accountants and bookkeepers) with small business owners who just want to send an invoice, and what she'd redesign from scratch if she could. Plus: why UI changes feel so disruptive, the technology adoption curve, and the story behind the QuickBooks feature you've probably never noticed.

Sponsors
Wurthy - https://uqb.promo/wurthy

Alicia’s Upcoming Classes

• 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickQBOPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

QuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you.

Sponsors
Wurthy - https://uqb.promo/wurthy

Alicia’s Upcoming Classes

• Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907

Dan’s Links

• S of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
• Blog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts
• Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Alicia and Dan break down Intuit's March "In the Know" webinar, covering the biggest product updates coming to QuickBooks this spring. The headliner is a new Buy Now, Pay Later option powered by Affirm—available right inside QBO invoices, with no extra fees and no risk to the business owner. They also dig into Books Close pricing changes, a modernized payroll run table, and new recurring and bulk payment features in Bill Pay.

Sponsors
Wurthy - https://uqb.promo/wurthy

• Intuit’s ITK Slide Deck with links and QR codes: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/ykjffDsdSgCZB7mBHr7K_March2026_ProAdvisor_InTheKnow_Handout.pdf
• Vote for Alicia & Dan + your favorite ProAdvisor for Insightful Accountant’s Top ProAdvisor award, March 24 to April 26: https://survey.zohopublic.com/zs/00DALX?utm_campaign=21663829-2026%20Top%20ProAdvisor%20Awards&utm_source=2026topproadvisors_awardsportal&utm_medium=qrcodemurph
• Call 1-877-222-1351 to get 2 QBO Advanced shells for $68.75 each
• Webinars to learn about Intuit Enterprise Suite: https://ieswebinars.intuit.com/hub/ondemand?i=QHjqXHBPTxn-a8Bzak0SgO9aL-6dgfqR
• QBO’s Accounting AI (Bank Feeds) improvements: https://www.youtube.com/watch?v=Upq8Qk538QA

Alicia’s upcoming classes:

• Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
• 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907
• Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907
• Intuit Enterprise Suite class on June 2: http://royl.ws/intuit-enterprise-suite?affiliate=5393907

Dan’s Links

• S of B Blog on comparing Books Review and Books Close: https://www.schoolofbookkeeping.com/blog/what-s-the-difference-between-books-review-vs-books-close-is-it-worth-the-cost
• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
• Blog on Item Receipts and Enhanced Inventory Receiving
• Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Tax season tunnel vision is real — and Intuit has been quietly rolling out some significant new features while you've been heads down. Alicia walks through the new Business Tax section (including AI-powered deduction suggestions and ProConnect Tax integration), a beefed-up Customer Hub with built-in contracts and appointment scheduling, and some welcome payroll improvements around document management and employee history. If you've been wondering what's behind those price increases, this episode might just answer that question.

Sponsors
UNC - https://uqb.promo/unc

• Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
• 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907
• Budgeting in QBO: http://royl.ws/budgeting?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Alicia breaks down Intuit's fiscal Q2 2026 earnings report, covering strong performance from QuickBooks Online, TurboTax, and Credit Karma alongside a notable drag from MailChimp. She also unpacks Intuit's growing push into the mid-market through Intuit Enterprise Suite, its expanding AI strategy — including a new integration with Claude Cowork — and what looming price increases could mean for small businesses and their bookkeepers.

Sponsors
UNC - https://uqb.promo/unc

Intuit’s FQ2 January 2026 earnings report: https://investors.intuit.com/news-events/press-releases/detail/1307/intuit-reports-strong-second-quarter-results-and-reiterates-full-year-guidance

Alicia’s upcoming classes:

• eCommerce in QBO: http://royl.ws/e-commerce?affiliate=5393907
• Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
• 3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Alicia introduces a new segment called Questions from the OWLS, tackling one of the most common headaches in client bookkeeping: business expenses paid from personal funds. She walks through her "Bank of Bob" method, a dummy bank account in QuickBooks that captures the full detail of those transactions, and explains how to handle everything from owner equity cleanup to bartering arrangements.

Sponsors
UNC - https://uqb.promo/unc

• Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
• Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Sponsors
UNC - https://uqb.promo/unc

Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.

Sponsors
UNC - https://uqb.promo/unc

Alicia’s current classes:

• Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907
• Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
• Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907
• 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907
• QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907

Dan’s Links

• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
• Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.

Sponsors
UNC - https://uqb.promo/unc

Resources:

• In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdf
• Partner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60
• Canny for product feedback: http://intuit.canny.io
• Customer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107
• Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130
• 
  Alicia’s current classes:
  • Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907
  • Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907
  • 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907
  • QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter
• (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later’ in QuickBooks
• (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview
• (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders
• (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions
• (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel
• (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing
• (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early
• (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists)
• (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown
• (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches
• (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time?
• (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO
• (52:43) - What’s Next: Intuit Podcasts, Intuit Connect, and July’s Mysterious AI Agents
• (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes