Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.

Sponsors
Digits - https://uqb.promo/digits

• (00:00) - Introduction: Cha Cha Changes
• (01:00) - Understanding the Disruption to Productivity
• (04:00) - Banking Feeds: New AI, Same Training Process
• (08:00) - Finding Your Way Around the New Interface
• (12:00) - Bookmarks and Menu Customization
• (14:00) - Before and After: Menu Changes Explained
• (17:25) - The New Customer Hub
• (21:25) - Look What I Found: New Features Deep Dive
• (26:25) - Experimental Features and Beta Testing
• (29:25) - Backup Features in QBO Advanced
• (33:25) - AI-Powered Bank Reconciliation Preview
• (39:25) - The Great QuickBooks Refresh Announcement
• (49:25) - Upcoming Conference Season
• (52:25) - Closing Thoughts and Next Steps

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

Complete Business Group (QSP): royl.ws/CBG

RightTool.app - mention ROYALWISE for 20% off the Pro version

Rewind Backups - http://royl.ws/Rewind

Women Who Count Conference: https://www.afwa.org/women-who-count/

Intuit Connect: https://www.intuit.com/intuitconnect/

Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

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 Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.

Sponsors
Digits - https://uqb.promo/digits

In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf

Alicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

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

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.

Sponsors
Digits - https://uqb.promo/digits

• (00:00) - Welcome to The Unofficial Accountants Podcast
• (02:09) - The Importance of Security for Accountants
• (02:51) - Common Security Issues in QuickBooks
• (05:34) - Understanding Passkeys and Their Benefits
• (10:57) - Real-World Examples and Horror Stories
• (27:18) - Best Practices for Account Security
• (32:53) - The Dangers of Sharing Personal Information Online
• (33:19) - The Importance of Two-Factor Authentication
• (33:49) - Benefits of Using Password Managers
• (35:02) - Real-Life Hacking Scenarios and Solutions
• (41:10) - Recognizing and Avoiding Email Scams
• (45:24) - QuickBooks Security Features and Concerns
• (49:57) - Intuit's New Feedback System for Banking Feeds
• (53:24) - What’s Going on in Our World

Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins

Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys

Intuit’s Security page: https://security.intuit.com/

Got a fake email from “Intooit”? Forward it to fraud@intuit.com

Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907

Jamie Pollock’s course, “Don’t Get Scammed: Jamie’s Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907

Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365

Intuit’s Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FB

March 13 episode: deep dive into your Intuit Account including logins: uqb.show/83

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