So Long, ProAdvisor. Hello, ProPartner

There may be errors in spelling, grammar, and accuracy in this machine-generated transcript.

Alicia Katz Pollock: Hey everybody! In this week's edition of the unofficial QuickBooks accountants podcast, we are going to do our repeating theme of Now You Know, which is a recap of In the know, which is Intuit's monthly webinar where they talk about current events and software releases in QuickBooks. I've got with me Dan DeLong of School of Bookkeeping. How are you doing, Dan?

Dan DeLong: Very good. [00:00:30] Alicia. Good to see you. And thanks for having me.

Alicia Katz Pollock: Absolutely. So I was quite happy to see that when Insightful Accountant announced their top five ProAdvisor in each of their award categories for the awards event happening at scaling new heights. I saw your name on one of the categories.

Dan DeLong: Yes. And I saw one of your name on the category. So really cool. And it's great that we're not in the same category, so.

Alicia Katz Pollock: Oh, I'm so glad we're not competing against each other. Yeah. What category are you [00:01:00] in?

Dan DeLong: Yeah, it, uh, desktop integrations, uh, was the, was my category, which, uh, I didn't even know was a category.

Alicia Katz Pollock: Um, I didn't know, I don't know if I knew that it was a category, but when I think of you, that is actually what I think of. So I think that is.

Dan DeLong: A part of my branding, I guess.

Alicia Katz Pollock: Yeah, it is that, you know, when I have questions about migrations, you're the person that I ask and I wrote a freaking book about it. So yeah, you.

Dan DeLong: Definitely.

Alicia Katz Pollock: Deserve that. [00:01:30] Yeah.

Dan DeLong: Well, cool. Uh, and you, you have long been wanting or pining for the top educators, so I'm glad to see that in your, uh, potential future.

Alicia Katz Pollock: Yeah. Thank you. Um, I you're totally right. I've been, like, almost obsessed about it. It's on my bucket list to get top educator. I was even thinking to myself, like, would I rather be top ProAdvisor Or would I rather be top educator? And [00:02:00] I actually decided I would rather be top educator, like one of the categorical winners as opposed to the winner. Because if I said top ProAdvisor, that's just like that could just be a description. Like she's a top ProAdvisor.

Dan DeLong: Yeah.

Alicia Katz Pollock: This will make me the top educator. And um, yeah, for all the work that I've been putting in, I mean, I'm not doing it for accolades, but it'd be nice to get recognized. So I'm so happy to see the top five.

Dan DeLong: Yeah, it would definitely, um, be that I don't [00:02:30] know what you, what you would call it, but just be like a yay, you know, the Sally, the Sally field. You know, you like me. You really love me.

Alicia Katz Pollock: You really love me. Yeah, it's definitely one of those things. I mean, I do what I do because I love doing it. You know, I get to have a hobby that I can run a business doing. Um, but, you know, it's a lot of work and being Recognized for the contribution that I'm making to the community would be really [00:03:00] nice. So making that top five and the fact that they actually did a top five this year, this is the first time that they've done that. Usually you just announce the top 100 ProAdvisor and then at scaling new Heights, they award the top ProAdvisor in, I think it's about ten categories. And then whoever wins the most points gets the top ProAdvisor. But this year they did something different. They actually did two live sessions where they showed you who the top five people were [00:03:30] in each category, and I loved that. I thought that was great. And in my category, I've got Kathy Grosskurth, who is just fantastic, and Cory Jankowski, who I've been getting to know over the last couple of years. And I looked at that list, I'm like, oh, if Corey's on there and like, you know, she's been doing advertising, then shoot, I've got competition.

Dan DeLong: Yeah, it's, I think it's, it's, it's kind of like it reminded me of like, you know, Golden Globes, Oscars, [00:04:00] you know, it's like a thrill to be nominated and be in that, that kind of that company of people and to be. And I think it's also, you know, from, from their perspective, it probably has some. Well, now, you know, instead of ten people in those categories, we now have 50 people who are now, you know, in those categories that they can now speak to that like, you know, to their potential clients or existing clientele. Like this is [00:04:30] reassuring that I can do these things.

Alicia Katz Pollock: Yeah, absolutely. Because, you know, now you can put that on your website with your, you know, as an accolade. So if somebody's considering you for doing a desktop migration, now they know that you are the guy. Yeah. So yeah, congratulations to both of us. Yay.

Dan DeLong: Virtual high five.

Alicia Katz Pollock: Sweet. Um all right. So let's go into our topic at hand. [00:05:00] Um, in the know was on Thursday, May 21st. They do these the third Thursday of every single month. And um, they, in the show notes, I have a link to their slide show as well. And what Dan and I are going to do is go through the slide deck. So if you were actually watching this on our YouTube channel, you can actually follow along with the visual for what we are doing. And I'm going to add in to the slides, the, you know, flavor commentary based on the notes [00:05:30] that I took as they, as they were presenting. So I've got some supplementary information to add to it.

Dan DeLong: Right. Let's go. All right.

Alicia Katz Pollock: Let's do this. All right. So off we go. Okay. The Intuit ProAdvisor in the know webinar and it was hosted by Aarti Patel Martinez, who is the principal Program manager. Working out of San Diego. And in this month's edition, they start with ProAdvisor Community news. Then they're going into the [00:06:00] product innovations, and then they're what's coming up next. They do give CPE, by the way, when you attend live, but when you watch any of the recordings, you don't get CPE. So they started with the community news. The first thing that they wanted to just kind of put in your ear is that they are rebranding the ProAdvisor program, and in 2027, it's going to have a new name, the Intuit Pro Partner Accountants program. So they're changing us from ProAdvisor to pro partners. [00:06:30] And they, you know, they say that there's going to be expanded benefits, more education, a connected community. And but they didn't really say too much about it. There is a link in the show notes to the article about it.

Dan DeLong: Yeah, that's kind of their method of, you know, the their standard operating procedure for global changes like that is they they give a little nugget. And then you're, you're wondering, right, [00:07:00] like, and I, I think, um, you know, when we were at, you know, Intuit connect, um, and they started to kind of tease this up, you know, those, those messages and those, the way those messages come across for the community, I think potentially causes a lot of panic. Like, well, I mean, ProAdvisor program has been around for almost 30 years, right? And that term is now no longer in their glossary [00:07:30] of terms. Right. And, you know, here we were just talking about being a top ProAdvisor. And, uh, you know, what does next year look like for, for those ProAdvisor awards? Is there just going to change the name to pro partner? And a lot of people had, you know, what does that mean? Like, and we, we had a conversation about it at Intuit Connect. Like what does the are people attached, you know, to that to that term of ProAdvisor? And you know, what does that mean [00:08:00] to clients or potential clients who see that and like, well, what is that? You know?

Alicia Katz Pollock: Yeah. I mean, with all the leaning in on advisory over the last couple of years and then the push to include AI to help us do advisory, it seems like a ProAdvisor name would be more appropriate than than ever and a pro partner. I mean, I, oh, you know what? I want to do a whole episode about this because like, we haven't even started the in the know parts [00:08:30] of it yet. So I don't want to digress. So let's revisit this. But I did just want to reflect on what you said that Intuit kind of has a bad habit of, they think they're dropping something in our brains so that we can warm up to it over time, but I wish, but this I don't want them to like, cause a panic about what this means. So I'm going to set my set my fears aside. I will gather up some information about what Intuit's intentions [00:09:00] are, and let's revisit this in a future episode, which I promise will not be very far away. We will start digging.

Dan DeLong: The sky is not falling.

Alicia Katz Pollock: The sky is not falling. No. And you know, one thing that we do know is that it's going to enhance it. They're not going to take stuff away from us. They're going to, um, and, you know, give us more benefits. And one thing that we do know is that, you know, all of us know that we've been kind of frustrated or mad with the changes going on [00:09:30] in the software. Now, that being said, there's some really cool stuff happening inside QBO, but change is hard and it's been gradual, and we're almost up a year on the changes, and people have pretty much gotten used to it, but it took us a year to get there and you know who's got time for that. So all right, let's let's move on to the next one. Okay. All right. The next announcement is that they are expanding the hours of operation for support. This [00:10:00] is cool that when you are a ProAdvisor at the silver level, they are making support available one hour earlier. So it now opens up at 5 a.m. Pacific time instead of 6 a.m. Pacific Time. So the new Monday to Friday hours are 5 a.m. to 6 p.m. and Saturday hours. There's now Saturday support. So Saturday, 6 a.m. to 3 p.m. if you are a silver ProAdvisor [00:10:30] and if you are a gold, platinum or elite ProAdvisor, you now have 4 a.m. to 8 p.m. on weekdays and 8 a.m. to 2 p.m. on Sundays.

Dan DeLong: I'm not sure if this is a typo.

Alicia Katz Pollock: I think that's got to be a typo.

Dan DeLong: That's got.

Alicia Katz Pollock: To.

Dan DeLong: Be so like, uh, looking at the slides there, uh, there's no Saturdays on gold, platinum and elite. Right? But there is Sunday. So, uh, my guess is they meant to put in [00:11:00] Monday through Saturday, but I don't know. Did they mention that or did when, when you attended it, did they talk specifically about the, the, the weekend days for gold, platinum and elite?

Alicia Katz Pollock: Yeah. I don't have it written down in my notes. Um, so I, I, I don't have any clarification on that. So let's just go with.

Dan DeLong: Let's table that.

Alicia Katz Pollock: They are having, they are giving us weekend hours, which is great because I know.

Dan DeLong: We're spending [00:11:30] their hours. You would expect them to be expanded, uh, removed.

Alicia Katz Pollock: But that's great because I work Saturdays all the time because I'm spending so much time putting fires out on the weekdays that the Saturday is when my clients aren't calling me and so I can get work done. So the fact that I can.

Dan DeLong: Focus on the task at hand, whatever that happens to be.

Alicia Katz Pollock: Yeah. And there'll be fewer people calling in, so the wait times will be shorter. But basically, you know, being able to start at 4 a.m. for gold, platinum and elite all the way to [00:12:00] 8 p.m. is also great because I'm also still working at 6 or 7:00. And so I'm really, really stoked for expanded hours. So these are these changes happen on June 1st for silver and June 8th for gold. And the difference between silver and gold, it's all based on the points that you have in the ProAdvisor system, which is based on the certification tests that you pass and the number of clients that you have on QuickBooks using the different components of it. [00:12:30] So the more clients you have and the more certifications you pass, that brings you up to gold, platinum, and elite, which is absolutely worth it in my eyes. Okay. Uh, there's a, the next slide is about Intuit Enterprise Suite and their spring release and. The slide is kind of marketing speak grow advisory revenue secure firm growth and confidence that the. The slide doesn't actually [00:13:00] say these are the features that we added. So I'm not going to bother going into it right now. Um, Hector Garcia and I are actually planning an episode on the What's New in enterprise suite. So that'll be coming up.

Dan DeLong: To be continued.

Alicia Katz Pollock: To be continued. Yeah. No, you know, there's never nothing to talk about in this industry, that's for sure. Okay. Uh, one of the things that they are doing with the client, referring your clients to enterprise suite is now they're giving you a 30% [00:13:30] referral bonus of the first year's subscription fees for every new client contract that you sign. So that's a, you know, if you have clients that you have been thinking about whether they would be a good fit for enterprise, this is a good time to go get one of those sales calls, because if you can get a 30% referral bonus and this is cost that you're charging, you know, let's just say $1,800 a month, that's $600 a month times 12. Somebody do the math for me. It's too early in the morning. Um, [00:14:00] but you know, that's, that's good money. Thank you. Thank you. So yeah, I'll take 72.

Dan DeLong: And that's part of the challenge with Intuit Enterprise Suite is because Intuit owns essentially the sales process. And there's still and for good reason, right? They, they, they need to figure out these things first, especially on the, the launch. And I think from the accounting perspective, uh, you know, accountants and accounting professionals, pro partners, whatever perspective that is not an Intuit internal [00:14:30] employee, you know, they, we like to pick things off the shelf, right? Like, okay, we want this and that and what this is what the ultimate price will be. Well, there's a negotiation whole process going back and forth, because it is. And you see that with any, uh, any software that, you know, goes into that enterprise, you know, custom pricing, right? You know, that's where Intuit Enterprise Suite is living right now is it's outside [00:15:00] of this is the software, this is the level of service that I want. Uh, and I can choose the pricing and there might be a promotion on that and all that stuff that, that all goes back and forth. And it's a long sales process from into its perspective. So the flat fees that they were offering before for those referral fees of here's what you get that first year or what have you, you know, who knows if that was 30% or whatever. [00:15:30] But it makes sense now that they're changing it to a percentage because there could be a negotiation on that initial contract or something like that, going back and forth so well.

Alicia Katz Pollock: So that makes a lot of sense. Yeah.

Dan DeLong: That way they're not underwater, right? Like they, they pay you $3,500. And then maybe that first year is, you know, really deep digging into their, into their property because we don't, we don't want to affect Intuit's profits at all, do we? No. [00:16:00]

Alicia Katz Pollock: No, no, we want to increase their profits is what we want. Okay, uh, next up, there's an announcement about two webinars that they're having. Um, one of them is going to be done by the time this airs. Um, with is an app called My works. Um, but on Thursday, June 11th, there's a webinar with QuickBooks and SOS inventory, which is like the OG first to market inventory management system for QuickBooks [00:16:30] online. So it's the, you know, the, the grandfather of all inventory management. And so definitely take a look for that. You can register at intuit.me/os inventory.

Dan DeLong: Yeah, I think we'll see a lot of these app marketplaces for inventory management doing a lot of these things because that is, uh, clearly, you know, one of those major workflows [00:17:00] that needs to be addressed in, in Intuit Enterprise Suite and isn't being addressed until they get to that point in time.

Alicia Katz Pollock: Yeah, yeah. I also just want to throw in here that inventory is now being sold as a separate module so you don't have to go to. Plus, you can actually run simple. Start with inventory now, not that I would want to.

Dan DeLong: Yeah you can.

Alicia Katz Pollock: All right.

Dan DeLong: Anyway, just because you can doesn't mean you should.

Alicia Katz Pollock: You should. Exactly.

Dan DeLong: But it is a possibility. Yes. [00:17:30]

Alicia Katz Pollock: Okay. Uh, next up, they are renaming or rebranding QBO payroll and time to workforce. And, you know, they already changed the name of the app to workforce a long time ago. And so they are building out the payroll center in QuickBooks online to be a full fledged HR management center, including retirement plans and 401 S by Vestwell, which is where my kids 529 plans [00:18:00] are. You can already do background checks with a company called checker CHEKR, there's no E in it and mammoth. No, not mammoth, it's mineral. Mineral. Hr is already part of it as well, which I use to create my employee handbook. So they are definitely making payroll more of a whole unified process. Like I already have my contracts in there that I can send my employee their contract to sign, and they can sign it digitally [00:18:30] inside the payroll center. That's pretty cool.

Dan DeLong: Yeah. Yeah. And, uh, of course, this comes along with a pricing increase, which I'm sure they didn't talk about too much, but, uh, they.

Alicia Katz Pollock: Did not mention.

Dan DeLong: Yet payroll pricing, uh, employee pricing is, is increasing, uh, either in July or September, depending on, you know, how you signed up for your QuickBooks online subscription. But I think, um, that this has to deal with, um, [00:19:00] they've also acquired, uh, an HCM company. Um, and I think they're trying to incorporate those things inside of QuickBooks as well.

Alicia Katz Pollock: Okay. Well, hopefully that is some good news for all of us. The next slide now goes back to enterprise suite and there's some sessions coming up. Um, June 9th. There's a what's new in Enterprise Suite. June 24th. There's, um, from desktop to online [00:19:30] for people moving over from QuickBooks Desktop or Enterprise desktop over and July 8th. Um, another Q&A session. So you can go to IES webinars.intuit.com/accountants and sign up for some information sessions about enterprise Suite. Now there's another series that's a six part series about elevating your cast practice now. Cas stands for either client Accounting services or client Advisory services, [00:20:00] depending on who you ask. But really, it's what we used to call bookkeeping is now called CAS. When you have more than two of you in the department. And so there.

Dan DeLong: It doesn't seem to have a great term that that really sticks to what people understand it to be, you know, financial management or whatever, you know, that might be. But the evolution of accounting professionals is, is [00:20:30] really. And I. And I can appreciate at least that they are making these options in in this training available so that people can elevate themselves from, you know, drudgery to advisory type of options.

Alicia Katz Pollock: Yeah. Now we're used to putting all the transactions in and we're used to like running the reports and just mentally comparing the numbers. But with all the new AI tools out there, not just inside QuickBooks, but all of them out there, being able to actually interpret the numbers and turn them into [00:21:00] decision making options and sharing those with our clients is a huge welcome opportunity. So between June 4th and July 23rd, they are doing a whole series on on cast advisory and different and how to implement it in your practice as well as what it is. So and that's at IES webinars.intuit.com slash Accountants and bookkeepers registration. I think that's the same website as the other one. So [00:21:30] they're definitely working to, to elevate us for sure. All right. Let's get into the product innovations. So this entire session was all based on Intuit Accountant Suites new features and launch information. And I was actually kind of, you know, puzzled because to me, it seems like not necessarily a rehash, but a, or a repeat, but that's what they talked about in March [00:22:00] as well. And so I think they're really trying to just make sure that people know that it's out there because, you know, 3000 people attend these in the nose every single every single month. But when they originally started, they started with a polling question of, have you tried Intuit Accounting Suite? And the four choices were I had not heard of it. The second was, haven't tried it yet. The third was trying it currently and the fourth was. Tried it and [00:22:30] went back to using QBO A and 13% had never heard of it and 57% hadn't tried it, which right there is 70% of everybody. Yeah. Um, 25%.

Dan DeLong: Are, uh, a lot of unknown, you know, unexperienced or, or the discovery of the whole platform. Essentially, it's the case here.

Alicia Katz Pollock: Yeah. So and 25% are trying are currently trying it and [00:23:00] 5% tried and went back to QBO A, which, you know, I've been using it and I actually really like it, so I'm not sure why they why they went back. But basically Intuit is now working to make sure that we all know what it is so that we can make conscious decisions to opt into it and use it well. Right. So the first presentation was by Caitlin Wolczynski, who's the principal product manager out of Mountain View, and they always start with a slide of what we've [00:23:30] heard and what we've built. So you know what their feedback was and then what they what they are turning it into. So what they heard was that the workforce decline, there's a 17% two year decline in accountants leaving their jobs. And accounting firms are consolidating and edging out their competition. And so because there's fewer people in the workplace, growth is being bottlenecked. And so Intuit wants to give a platform that allows you to scale and streamline your operations [00:24:00] so that managing your practice is a little bit more efficiency efficient. They know that we're using a lot of different apps in our tech stack, with an average of eight different apps to manage your operations, and so they wanted to create a centralized hub that that has all the tools connected in one place that they know that we are, that the tech landscape is evolving really, really rapidly, and 70% [00:24:30] of firms are beginning to use gen AI in their practices, but they don't have policies guiding it, which is apparently a higher percentage than other professions. And so they wanted to put AI in place in the software to modernize your practice and grow your advisory services. And because it's under the Intuit umbrella, you the your policies are kind of built into the software.

Dan DeLong: Yeah, I think that's part of the, you know, this evolving [00:25:00] and changing landscape of, you know, of course, they include a trigger word of seamless for me, I hate the word seamless on, on marketing material.

Alicia Katz Pollock: Whenever I see seamless workflows, I'm like, oh, AI was used to write this.

Dan DeLong: Right? You might as well put an em dash in there. But, um, what I do appreciate about, you know, the AI inside of, of, of QuickBooks and Intuit enterprise suite or [00:25:30] Intuit accountant suite, all of the suites. Is that it, it, it does provide those guardrails, right? Because, um, you know, using AI, which is, you know, really not an option anymore. Right. You got to be part of that into your workflows at some point, but using external AI from something that is coming from inside QuickBooks with a lot of potential [00:26:00] personally identifiable information, requires people to really scrub and analyze that data. So by having it inside QuickBooks allows those guardrails to kind of be already in place, right? So you, um, you know, they are going to take the steps that they need to be able to not train, you know? Right. Because, you know, a lot of people might be using free versions [00:26:30] of these AI, you know, utilities, which, you know, you don't know what you don't know and you don't know that if those tools are going to be learned. Learning from the information that you're feeding it. Right?

Alicia Katz Pollock: Right. So you know that your, your data will train the QuickBooks model, but it will not train anything else outside.

Dan DeLong: Right. Right.

Alicia Katz Pollock: Okay. Awesome. All right. So, um, as [00:27:00] we are talking, going back to talking about Intuit Accountant Suite, it is right now under opt in that you can go up to your settings here in the upper right hand corner and drop that down. And you'll see at the bottom of the the settings list the opportunity to opt in to accountant suite. It went live last October 2025, and it's going to be the old version is going to be completely discontinued [00:27:30] December 31st of this year, and it is available in US, UK, Canada and Australia.

Dan DeLong: Yeah. So I mean, that option of I tried it and I went back, I mean, that's that's that there's a deadline there of, of being able to do that. So, uh, you know, I'm, I'm with you. It's like, hey, let's, let's, let's, I don't want to embrace it. You know, I'm not hugging my Intuit enterprise accounting suite, but, you know, this change is inevitable. And, [00:28:00] uh, you know, being flipping back as it might be an option for, you know, comfortability or something that you're doing in the moment. Um, it makes sense that, you know, this is not going to change. It may, it may slide, right? Like the beta deadline changed from the end of, uh, well, tomorrow or whatever date that was. That was supposed to be to a couple months later. So, you know, those, those actual [00:28:30] deadlines might, might shift, but inevitably it's, it's going to be something that will change.

Alicia Katz Pollock: Right. And you know, you've all heard me say repeatedly that if you opt in, then you can give feedback while it's in development. Whereas if you wait, then you get what they give you. So opt in now. All right, so now let's talk about Intuit Accountant sweet Core specifically. And the [00:29:00] they first asked what the different sizes were of your of your firm. How many are small meaning 1 to 4 employees, medium, 5 to 19 employees large, 20 to 99 employees and mega 99 employees. And over half of the people on the call fall into the small category because that's traditionally the ProAdvisor space. But we know that Intuit is moving up into the medium, large and mega space slowly. Okay. Now, as far as the the [00:29:30] core features, they heard that firms want to be able to customize the experience. They also wanted to be able to segment the customers and that firms were doing a lot of juggling of different logins with different clients under different accounts. And so what they did was to customize the dashboard so that you can surface reminders, tasks, and insights for every team member that when they log in, they can see a list of their tasks. [00:30:00] It gives alerts for the disconnected banking feeds. It gives alerts if your third party apps are disconnected and other information like that there. They have new client custom fields and coming soon, you will be able to simultaneously work in different customer files and your Intuit Accountant suite all at once in multiple tabs in your browser.

Dan DeLong: That's that's good. I mean, uh, I have been [00:30:30] embracing, um, the desktop app a little bit more, um, for, for some of the things that I've been, I've been working in my clients with, and you can already do that in, in the desktop app. And that is, that is really cool. However, if you're a fan of right tool, you won't be able to use right tool in, in the desktop app. So there is that trade off of, of doing that, but it does allow you to be in multiple companies and multiple tabs [00:31:00] within each company, uh, in the desktop app. And, uh, so I've been, I've been appreciating that in that option. So there is a, there is a place for it. And if you want to get used to how that's going to look, you probably can download the desktop app and start playing around with it.

Alicia Katz Pollock: Sure. And that's good for people to remember that that desktop app is there. I mean, I don't use it myself. I use Chrome's profiles and I make multiple profiles so I can have my accountant suite open at the same time as a client file, as the same time as my books [00:31:30] and have everything open all at the same time. But the that other app is out there. Yeah. I can't live with, I can't live without right tool.

Dan DeLong: Right. It's good. And it's good for clients, especially if they're moving from desktop to to online because there is a desktop view option which makes it look and appear very, uh, not not exactly like desktop, but at least more comfortably, uh, like the like desktop. So you're not overwhelming them with a whole new user interface, [00:32:00] uh, in QuickBooks online, which is really what it boils down to. And it's like, where did it go? Well, at least they can find their way around or stumble their way around. Not necessarily fine.

Alicia Katz Pollock: Yeah. Okay, good. And so for those of you who did not know that QuickBooks online has a desktop app, it's not QuickBooks desktop. It's a native app on your computer that brings in Qbo and gives you more controls on it. So definitely check it out. I mean, like, you know, I have an asana app, but my employee, [00:32:30] my staff log into asana on their browser. So I'm sure it's that same kind of thing that there's enhanced features when you're using it as a native computer app.

Dan DeLong: Sounds like we could do a future podcast on.

Alicia Katz Pollock: You know, Dan, I think that is a fantastic idea. Please add that to our list because we definitely should do that this summer. All right. Cool. All right. So next they did a demo of the core features. And you know, because it was a demo, I don't actually [00:33:00] can't show you what their demo is, but the, the call outs that I want to highlight on it is that first of all, they've changed the left hand navigation sidebar. Now it was really confusing before because the there's three sections that are specific to Intuit Accountant Suite, and that is your client dashboard, your work center and your firm hub and the clients is all of the client management stuff. The work are the tasks [00:33:30] and the project management, which you probably didn't even know were in there. And the firm hub is where you control your, your ProAdvisor certifications and, and your, your staff and your team. And up until literally the last couple of weeks, all of that was happening in one in, in the flyout sidebar with the client management at the top and your books at the bottom, which I find really super confusing because there's the client [00:34:00] center for management, and then there's your client list for your books. And I was having trouble myself navigating it. So they pulled these three areas out into the sidebar. And now the flyout menu is just your books. So like good going guys, that was a huge improvement. Huge improvement.

Dan DeLong: If if there's anything constant here is going to be change, you know, while, while this is all going on and, uh, you know, I, I do appreciate that they've consolidated [00:34:30] those, uh, those, those areas, uh, to make it a little easier to get to, uh, because there is really only so much real estate in that, in that left hand navigator, even though you can customize it and move things around and put things in, but you know, you can't make them any more smaller if you want to be able to, to utilize them or recognize what they actually are. It's kind of interesting how I'm seeing these icons. Uh, you know, like what, what, [00:35:00] what, what icon will actually make sense to clients, right? And then they have these two people firm hub with the little diamond with, uh, it looks like a baseball field, but I, you know, I'm not sure what firm hub, you know, what icon would actually make a firm hub, you know?

Alicia Katz Pollock: Yeah. I have no trouble with that icon. To me, it's four circles around a center, around a center section. You know, a wheel might have been, but, you know. Yeah, [00:35:30] I don't do icon design. All right. Uh, so so yes, they've improved the interface. So it's a little more clear to see. Uh, so they've also updated the dashboards, which are fully customizable, but what they wanted people to know is that they're releasing new widgets all the time. So if you were looking at the dashboard and it didn't really give you anything that you need, first of all, click the customize button in the upper right hand corner and move them around and turn off the ones that you don't need and turn on the ones that you do [00:36:00] and keep checking back because new things are appearing and you might not know that they're there.

Dan DeLong: Yeah. I think this is a I mean, this dashboard widget. I mean, it's, it's only going to get better. Um, as far as the insights that you'll be able to see on, on that dashboard, I mean, appreciating, you know, disconnected bank feeds, app issues, you know, being able to see that right from without going into each individual [00:36:30] client. That is, that is the direction I think that this is ultimately heading. Are they going to hit it out of the park? You know, every right off the get go. No. Um, but you know, that's what feedback is for right? Flooded with feedback.

Alicia Katz Pollock: Right. And that's why everybody should be in and testing it out now, because you can say, hey, can you give me a widget that shows me this? Then they'll do it. Because again, that what you just said, Dan, is, is the key is that the purpose of Intuit Accountant Suite is that you [00:37:00] can get a bird's eye view of everything happening, both with your team and your clients, without having to switch between client between client, between client, between client. You can keep tabs on everybody all at once. Okay. The next thing that they demonstrated, and unfortunately, we don't have a visual for it, is that they're adding custom fields to your customer list. And what that allows you to do is segment your customers into different functional groups for whatever you need, however [00:37:30] you think about your clients. Like you can make a custom field for what industry they're in. And then that way you can label your clients like, these are my restaurants and these are my inventory and these are my e-commerce and these are my, my therapists. You can make a custom field for what service tier they're in.

Alicia Katz Pollock: These are my ledgers and these are my essentials. And these are my plus and these are my advanced. You could use a custom field for geography. These are the people in the West and these are the people [00:38:00] in the East, you know, and you can, you know, or the service tier that you're providing. These are my cars. These are my advisory. These are my audit, you know, anything, any way that is a functional grouping of your clients for yourself, you can create up to 99 custom fields and you can have as many options as you want in each of those custom fields. And right now you can sort by those fields and search by those fields. [00:38:30] And so that way basically you can assign the custom fields to your clients in bulk. You know, you can pick ten of them and assign all of them to a custom field. And then in your dashboard, you can add columns for all of these different custom fields so that when you're looking at your client list on your dashboard, you have all of that custom field information right on the list.

Dan DeLong: That's, that's a, that's a significant enhancement. I would love to see that in the clients as well, being [00:39:00] able to do some of those features, bulk assignments of custom fields because as we are well know, um, you know, the API for custom field integration to be bulk updating those is a short list of, of functions and options that you have.

Alicia Katz Pollock: So all of that with the custom fields is a new feature that's in Intuit accountant suite at the core level, at the free level. So it's just a new feature that [00:39:30] we're all going to be able to use. Then they moved on to talk about Intuit Accounting Suite, accelerate and Intuit Accounting Suite. Accelerate is designed for larger firms where they have client access for multiple team members, and that they're tracking firms. The firms are tracking KPIs across client files, and maybe they're doing it in Excel and they're doing it client by client. So they the accelerate version [00:40:00] of. Accounting suite is going to be a paid tier. And so if you don't need it, you don't pay for it. But what it will allow you to do is create groups of your team members and then assign them roles all at once. So you can have like, this is the team that does AP and this is the team that does AR. And then you can also have a client insights dashboard that pulls together the data across all of your clients into one [00:40:30] consolidated view. That way you can keep tabs on what's happening with your clients and not just for QuickBooks, but also proconnect tax, payroll and bill pay data. So these are all features in the accelerate version. So the first one is user groups that you can now make user groups of your team members and then create their sets of user permissions. So first you set up the roles with the options [00:41:00] that you want it to have, and then you can bulk assign those options to your team members and you can add your team members can be in multiple groups as well. And then as you add new clients, all the team members can be assigned to that client with the default access all as one group.

Alicia Katz Pollock: So it makes it really, really easy when you onboard a new client to assign an entire team to the client in just a few clicks. The next part of their demo was [00:41:30] looking at the client insights dashboard, and there's basic dashboards right now for PNL and balance sheet. They did emphasize that when you create these dashboards, it's per user, not across your whole firm. So right now in its infancy in this version one, you can set it up for yourself, but you can't roll it out across all of your, all of your team. So that will come in the future. But basically what the dashboards are, are ah. You can choose what KPIs, [00:42:00] what key performance indicators you want to see, and it will automatically pull in and refresh the data every 24 hours. But you can also manually refresh it. And there's a list as a giant list of KPIs. So you can pick which ones are relevant to you. You can turn them on and off to create your own custom dashboards. And what they do is they'll, uh, indicate anomalies in red or green. So if it's [00:42:30] good or if it's, if it's up or if it's down, um, and then you can click on the sparkle for the anomalies and it will show a graph and a description and do the root cause analysis of how that number came to be. And you can even sort and filter by the different columns. Then you can also save your own custom dashboards. You can create up to 50 different custom views. So you could make a KPI dashboard for your real for your retail clients in a KPI dashboard for your manufacturing clients, or your KPI [00:43:00] dashboard for your clients in, um, in Florida or whatever. Um.

Dan DeLong: Starting to see how this is all, you know, kind of inter interconnected with the custom fields that you can assign to your clients. And then you can, that will feed into, you know, the, the dashboards and the client insights of those of those clients.

Alicia Katz Pollock: Mhm. They also very specifically said that if there's a KPI that you want to see, give [00:43:30] them feedback because they're specifically adding the ones that we want to use. So you can go ahead and help customize it to make that dashboard exactly what you want. Now this feature, this client insights dashboard is part of the accelerate version of Intuit Accountant Suite. So this client insights dashboard is the paid version. So when earlier, when we were talking about the custom fields that's in the core version, which [00:44:00] is completely free. So you can do that management, but if you want this KPI dashboard, then you do have to pay. So right now it's free. But in on August 1st, it'll be $149 a month.

Dan DeLong: For the platform, not for users. So I mean, if you have a team of five people, that's not a bad it's not a bad cost.

Alicia Katz Pollock: Yeah. The five people turns to 30 bucks a month, which is absolutely worth it. So so that's the difference between the core [00:44:30] and the accelerate is those dashboards and client insights. The third section of the in the know was about the Intuit Accounting Suite service delivery option, which is what we've been calling books close. And it was presented by Hailey Garcia, who's a product manager to in Mountain View. And this is another one. They started by taking the temperature in the room of. Have you tried books clothes yet? With 29% have never heard of it, 58% [00:45:00] haven't tried it yet. 7% are trying it now and 8% are actively using it. So it's nice that that last tier isn't people who have dropped off. It's more people coming onto it and continuing to use it.

Dan DeLong: Yeah. So definitely speaks to, you know, that they need to keep continuing this communication. Um, because people need to discover that it's an option.

Alicia Katz Pollock: Exactly, exactly. So in their section [00:45:30] where they do the, what we heard and what we did, they heard that in ProAdvisor are having to switch between your firm, your clients, QuickBooks, and your third party apps to manage both the team and the clients month end close. And so what they're trying to do is bring it all into accountant Suite so that you can see what your team has been assigned. You can create your own customizable templates and workflows for your monthly close SOPs, [00:46:00] and that it also helps with client collaboration as well.

Dan DeLong: We have done you and I had done a podcast about the comparison between books, clothes and books review. So we'll definitely need to put that link to in the show notes. So if you are in the 75% that either haven't used it or didn't even know about it, that is a good place to start.

Alicia Katz Pollock: Absolutely. [00:46:30] Yeah. So we will, we will link to that in the show notes as well. So you can go into our deep dive of what books clothes is, but basically what books clothes is, is a per client opt in. So you, you can have one client in it, you can have all your clients in it and then you'll, you'll pay. I think it's $8 right now is the stated price per client. So you only pay for the clients that are using it. So it's an add on to core or it's an add on to accelerate. And what it does [00:47:00] is it creates a file review page with different steps, like all the things that you need to keep tabs on, on your clients to see their activity. Transactions that are greater than $2,500. Did they add a new vendor who you need to get a W-9 from? Are there Uncategorized transactions? Are there transactions that don't have payees? You know, all that stuff that we're checking all the time. So it gives you a checklist ESOP to work your way down to do [00:47:30] your due diligence on all of your clients. Without going into your client's file, it's all there in the Excel in the, in the accounting suite dashboard.

Dan DeLong: At least that's the goal, right? Some, some things you may still need to go into, but you know, they, I know in the past in the nose. They were like, uh, you know, this is the goal that we want this to happen. Sometimes we'll release it or launch it with a link to go into the client themselves. [00:48:00] But that's the overarching mindset of, of this, this product or this service of books clothes is that you don't have to jump into each one, you know, again, through that whole holistic thing of a one stop shop for your client work that you do.

Alicia Katz Pollock: Yeah. So at a minimum, you can work your SOPs and do your due diligence. And if it alerts you to something you have to go fix. If you can't do it in the interface, then [00:48:30] you just go over to your QuickBooks, your client's QuickBooks, and go make the adjustments. You can assign up to three different roles who is the preparer? Who is the reviewer, and who is the director? And then you can assign your team to each of those three roles and then assign each of the tasks to. This is what I want the preparer to do. This is what I want the reviewer to do. You can even rename those roles and call them anything that you want, and then you can take their basic template and customize it with the tasks that you do [00:49:00] in the order that you do them. You can adjust the parameters, you can assign the different roles. And so basically you can take their starting point templates and turn it into the way that you do books close in your firm. And then when you onboard a client, you assign which template you want to give them.

Alicia Katz Pollock: So you can even have different templates for different industries, for example. And so basically the recommendations were that you have the primary administrator, go ahead and set up all [00:49:30] the roles and set up and assign the access to the client file, and then create those customized templates for your specific firm's workflow and then apply them to the clients. And so for more detail about what's actually in books close, we'll have the link to the episode in the show notes, but you can also get there by going to QBO dot show slash 13130. All right. The next section that they talked about was Proconnect tax. And again, [00:50:00] what they heard was that accountants have to jump between their third party workflow management tools and their proconnect software in order to track the progress of their tax prep work and, and filing their tax returns. So what they did is create a new workflow SOP to allow you to assign, track, and complete the tasks. So with the same kind of centralized visibility and workflow, so that you don't have to switch into the customer files.

Dan DeLong: Just in time for tax season. Oh wait, that [00:50:30] already ends.

Alicia Katz Pollock: But but we don't want them releasing this during tax season. Who's going to go check it out during tax season. So for all of you who.

Dan DeLong: Do for next tax season they'll be there.

Alicia Katz Pollock: This gives you a lot of lead time to to onboard and get set up with it. So this is actually brand new. This is coming out this month. And if you are a Proconnect tax subscriber, it is completely free to you. Basically, if you go to the work button in the left rail and then choose tax [00:51:00] and then tax prep, you can go in and create your own dashboards and templates and then that there's another button for creating returns and you can go straight into the tax return. And then there's buttons including even getting signatures. All right inside the integration.

Dan DeLong: Now when I worked at Intuit, uh, I saw this, you know, like the proconnect into a tax online, whatever it was, um, you know, back then, uh, that integration [00:51:30] for, for accountants and professionals that do prepare taxes and have clients on QuickBooks online, the tax prep is, is really a cool feature And, you know, it can basically create the, the return, you know, with a touch of a button. Uh, which if you're doing that, that's really cool. But you know, if, uh, if you're solely in the, you know, bookkeeping side [00:52:00] of the, of the accounting professional or the tax preparing and not doing the bookkeeping, there was really no value, you know, in doing that. But if you are a crossover, you know, accountant prep that does the bookkeeping and the, the, the tax prep, uh, that is a really cool thing. And like you said, having tax proconnect tax or whatever it is, it. Yeah. Proconnect tax. Um, the, the dashboard is, [00:52:30] is completely free, right? You don't get charged on anything until you either file or print a tax return. So you can really kick the tires on this if it is something that you, um, do and just never even realize. Again, it's probably, you know, 70% didn't even know about it or we're not using it.

Alicia Katz Pollock: You know, I'm not a tax preparer. Taxes are my Achilles heel. But I've been fascinated about the fact that there's this whole branch of QBO that I don't [00:53:00] use at all. And I've been kind of tempted to go in and push the buttons and see what my tax return looks like, and then compare it to the tax return prepped by my by my CPA.

Dan DeLong: That's right. Put them to the test.

Alicia Katz Pollock: Exactly. Can I file my own taxes? I don't think I would dare, but I'd be curious. Yeah. All right. So with all that being said, hopefully you've heard something in this which gives you some incentive to check [00:53:30] it out more deeply. And they finished the in the know with a section about simple steps to switching. Now, back in the March session, they went in deep because there were some things that you need to know, especially if you're consolidating realms. If you have clients under several different logins, you can consolidate them all into one accountant suite realm. So Ashley Davis, the product marketing manager for Intuit Accounting Suite out of San Diego, came up [00:54:00] and talked to us about the things that we need to do in order to switch. And so you do have to be the primary admin in order to do the consolidation. And she actually asked us that if you have the need to have your company admins, not just your primary, but your company admins do this work to let them know they're exploring whether that is a use case and whether they need to open up their permissions for the switching to the company admins, not just the primary. So [00:54:30] we already mentioned that you can go up to the settings and it's just try Intuit Accountant Suite right in there. Then step two will be looking at the plans and decide, do you want the core, which is the free version for everybody, or do you want accelerate? And do you want any of the add ons like books, clothes? And right now, as we've been saying, it's free, so you might as well go to accelerate and check it out and try the books close and check it out and then see if you like it. And then you can downgrade [00:55:00] after that.

Dan DeLong: As it sits today, what may, uh, as, as of this recording, may, May 29th, the, uh, the deadline for it to, for the beta, the free, free version to end is July 1st. So we're, we're at about a month. So if you want to really test it out, do it now. Uh, because this won't be, this won't be published for, you know, a little bit. So, um, you'll have less time to [00:55:30] actually do this. Uh, when, when you actually hear the sound of my voice.

Alicia Katz Pollock: Yeah. Now, one of the things that she did say is that they're going to start charging as of August 1st. So there's going to be kind of like this month grace period. Yeah. And even if you opt in, they she did specifically say that you're going to have to opt in again, that they're not just going to start charging you. Now, I was kind of under the impression that I was opting in and the screens when I opted in to accelerate [00:56:00] said that it was going to start charging, charging me on that date. But I have a feeling that's going to create a whole lot of mishegoss. And so they're probably putting in this extra step of due diligence of not automatically charging you. If you opt in, that they're going to give you that grace period to formally opt out before they charge you.

Dan DeLong: There will be a lot of mass confusion on that on that day. So at least they are, um, mitigating their own, their own [00:56:30] problems that might, might occur.

Alicia Katz Pollock: Yeah. Can you imagine the number of refunds they would have to do. So I think this is really responsible on their part to save them a lot of work. Yeah.

Dan DeLong: Double opt in is definitely a good idea.

Alicia Katz Pollock: Yeah, definitely. Um, she did point out that 94% of everybody who has switched in has stayed there, and that most people are saying it's totally quick and easy. I didn't have any trouble making the adjustment. In fact, it was welcome because now my [00:57:00] my quote unquote QBO A interface now matched my clients with the new rails and the new menus instead of my QBO A with the black bar while all my clients are in the new platform interface. So for me, it just made things much, much easier to switch. Then in the slide deck, there is a list of resources for making the switch, including a books closed playbook, which is how to use the books. Close uh, console consolidation [00:57:30] guide for how to merge your multiple QBO consoles and realms into all one big one with all of your clients in it. And so they offered up a number of links, and I will put the links in the show notes for you.

Dan DeLong: Yeah. And we did, uh, over at School of Bookkeeping, we did a realm consolidation, uh, workshop, uh, where we walked through, uh, this, this guide that, that Intuit has created because, you know, again, the, the [00:58:00] focus of Intuit accountant suite is client insights and having this client dashboard. And if you've got clients, you know, several clients on one firm and other clients on another, how are you going to get this bird's eye view when you know you don't see all of the nests?

Alicia Katz Pollock: Yeah. So, you know, just bringing everything into one makes a whole lot of sense. Yeah. Yeah. Okay. Then [00:58:30] they even ended with a poll asking if people were interested in having Intuit reach out to them. And so they gave you the option of Intuit calling you about core accelerate books, clothes or. Nah, I don't want to be contacted, but I thought it was nice that they're actually trying to reach out to people individually who want that, you know, that extra support in changing. They ended the in the know with what's around the corner. And so they wanted to remind everybody that it is still recertification [00:59:00] season, and you have until June 30th to get to do your recertification. That if you let it lapse, then you have to start all over again with the full certification test. And also that managing your team's recertification can now be done right in your Intuit Accountant suite, you can see a list of all of your team members, which training programs they've completed, which ones they're working on that are in progress, and what certifications [00:59:30] they have. So if you have a requirement that all of your team members have a level one certification or a level two certification, you can actually see an eagle eye view of where all of your team members are at with their ProAdvisor Academy trainings.

Dan DeLong: So not just managing your clients, but managing your team as well.

Alicia Katz Pollock: Exactly. I'm really excited about this. I recently started a bookkeeping incubator, so I now have a staff of five bookkeepers in training, and one of their requirements [01:00:00] for being in the program is that they have their level one certification, and I have I let a couple people into the program without it, because I knew that I would be able to help them get the certification. And so this allows me to keep an eye on where they're at. So I was really happy for this. It was like perfect timing for me. And then starting July 1st, you'll be able to see if somebody didn't pass their certificate, their recertification test, you'll see who was decertified, and then you can go in and assign them [01:00:30] their level one training or level level two training again.

Dan DeLong: Veritable wag of the finger.

Alicia Katz Pollock: Exactly. Okay. As a reminder, Intuit has their own podcast called On the books, and there's an upcoming episode about the new Pro Partner program and an interview with Fix Accounting. And they recently did some episodes with the 2026 AI impact Study, um, change management and [01:01:00] an episode about why do things change in QuickBooks? So definitely go listen in on those.

Dan DeLong: Who's, who's doing that? Is that, is that Jessica McCracken? I know Ted was doing it with her, and Ted has gone on to other pastures. Mhm. Um, who who is his co-host?

Alicia Katz Pollock: Yeah. Jessica. Jessica is still, um. It's actually been changing. There's been some different co-hosts or different hosts on different days. So I [01:01:30] think they're either trading it around or they haven't settled on exactly who the new front faces are going to be. But I love episodes with Jessica. She's just awesome. Okay, so that wraps up the in the know and now, you know, so, um, Dan, let's bring it all home. What's going on in your world?

Dan DeLong: Well, um, on the power hour that we just had, uh, we were talking about making bulk edits [01:02:00] inside of QuickBooks and the different utilities and tools that we, that, that you have. And so in July, um, at school of bookkeeping, we are going to be doing a deep dive, uh, cohort where we will have four sessions where we will go into each platform, uh, desktop online. And then we'll talk about some of the external tools that you can use, like right tool pro and SaaS and Transaction Pro Where we'll dive into, you know, the things that [01:02:30] you can do and the things that you can't do in each of those things. So we're looking.

Alicia Katz Pollock: Forward.

Dan DeLong: To having that.

Alicia Katz Pollock: That is a really great topic. So I'm really glad that you're doing that. So definitely there'll be a link to it in the show notes. And I definitely want to share that with my owls members as well. One of the things that we've been talking about in the owls is third party integrations and like which apps are out there and what are they do. And we've been interested in an exploration.

Dan DeLong: Yeah. And there's like we were talking about custom fields and there is no, you [01:03:00] know, silver bullet for custom fields with external apps, even inside of QuickBooks to, to modify and update custom fields. How about you? What is going on in your world? I know you're probably burning it at both ends.

Alicia Katz Pollock: Yeah, absolutely. Uh, so first and foremost, scaling new heights. I'm going to be a royal wife has a booth in the exhibit hall, booth 100. Super [01:03:30] easy to to remember. We. I am giving a power breakfast with zero. So we're doing a QBO. It's not really a QBO versus zero thing because we're not treating it like a competition with a winner. Right? But we're exploring the why you would choose zero versus, um, versus QuickBooks. And I'm doing that with Amanda Aguilar and that's on Tuesday morning.

Dan DeLong: Yeah. I really appreciated your class that you did at, uh, scaling new heights about desktop [01:04:00] versus QBO and having those, you know, there was no definite, I mean, there wasn't, it wasn't designed as a winner. It was just like, here's the things that it does well, and here's things that the other one does well.

Alicia Katz Pollock: Yeah. There's use cases for both. There's use cases for all of them. And so we just want people to know, you know, have a list of things to choose from and why. Um, also my husband Jamie is also my business partner. He's the Apple training side of Royal Wise and he [01:04:30] is speaking and doing a workshop on Monday afternoon called Think Before You Click, which is how to recognize fraudulent emails and what to do when you get them, and how not to get sucked into the trap.

Dan DeLong: That needs to be required. Learning, I think. Yes.

Alicia Katz Pollock: Yeah, it's a great session. And he's a great trainer. He's really funny. So I definitely encourage people to go hit that one up and it's a Monday afternoon. So you know, when you're all fried, it's a really good entertaining and two [01:05:00] year session. Um, other things that we are doing at, at scaling, uh, it's two to Tuesday diamond. Jennifer Diamond and I have been trying to promote this now for a couple different years. And so Royal wise is giving away 100 blue tutus on Monday and Tuesday to be worn on Tuesday. So plan on wearing something that color coordinates with blue. And come get your tutu at booth 100. And we're going to have a group [01:05:30] photo at Main stage after the mainstage session at 5:00.

Dan DeLong: I'm sure whatever I'm going to wear is going to clash.

Alicia Katz Pollock: Well, but I know you'll wear one anyway, won't you?

Dan DeLong: Oh, yeah. This would not be the first time I have worn a dress.

Alicia Katz Pollock: Dan rocks the tutu. Um, and then last but not least for scaling new heights. This is just for people in the know. We're not advertising this, but we always get Cabana number nine for [01:06:00] the after party on Wednesday when the whole thing is all said and done. Um, so because it is still a Star Trek theme of Strange New Worlds, we're calling this one three of nine. And so it's our third year in cabana number nine. So we're calling it three of nine. And so it's not an official event. This is just royal wise having a having a cabana. But. Kathy Grosskurth and Round Table Labs are supporting us. Let's just say, okay. So we'll see you in [01:06:30] the pool on Wednesday. All right. Now, for those of you not going to scaling new heights, I have an announcement for you as well. We have just opened up my 2026 hands on training class called the Hot Class. And this is a very, very special event class from Royal Wise where it's based on the textbook that I write for Diva Consulting, which is a hands on, click by click, step by step QuickBooks training. [01:07:00] And it's 12 weeks Tuesdays and Thursdays from 9 to 12 Pacific. So six hours a week where you go through and we build real companies, we actually construct companies from the ground up over these 12 weeks. And so we have opened it up to enrollment. We are also doing graduated pricing. So the course, if you sign up for it in June, it's going to be 22. $52,250. [01:07:30] If you sign up in July, it's going to be $2,500. It's July 21st through October 8th. So it's a it's a pretty big time commitment. But I guarantee by the time you are out, you are going to know QuickBooks online, backwards, forwards and sideways. So we'll have a link to it in the show notes. And it's called our Hands on Training 2026.

Dan DeLong: Lots of stuff going. So I was right. You are burning it at both. Both ends.

Alicia Katz Pollock: Yeah, that's what I have to do in order to keep [01:08:00] up with all the things that I want to do. So fortunately, I like what I do. All right, Dan, thank you for helping us with now you know, and we will see you in.

Dan DeLong: The on the next.

Alicia Katz Pollock: One.