It’s Recertification Season!

About this episode

Alicia and Matthew discuss the QuickBooks Online ProAdvisor recertification exams and the new features being tested.

Alicia and guest Matthew Fulton break down everything covered on the QuickBooks Online ProAdvisor Level 1 and Level 2 recertification exams, from test-taking strategies to a deep walkthrough of the new features Intuit is testing you on. Along the way they unpack the expanded AI capabilities built into QBO, including the business feed, Finance AI, the Customer Hub, and the new analytics dashboards. If recertification season has been sitting on your to-do list, this episode is the push and the prep you need. Sponsors: Aqqrue - http://uqb.promo/aqqrue Maxima.AI - http://uqb.promo/maxima (00:00) - Welcome to the Unofficial QuickBooks Podcast (01:21) - Recertification Season Basics (02:25) - Level 1 vs Level 2 Value (03:46) - How the Tests Changed (04:57) - Prep Tips and Training (09:01) - Open Book Test Strategy (18:26) - Why Recertify Every Year (20:11) - This Year New Platform (26:40) - Exam Objectives Overview (32:59) - Interface and Shortcuts (35:40) - AI Features Breakdown (39:51) - AI Models Privacy and HI (47:23) - Sales Menu Overhaul (48:23) - Customer Hub Focus (49:09) - Inventory Upgrades (51:18) - Sales Orders Evolve (52:18) - Customer Hub CRM Tools (53:36) - Contracts…

People in this episode

Host: Alicia Katz Pollock

Guest: Matthew Fulton

Topics covered

• recertification
• QuickBooks Online
• AI capabilities
• test-taking strategies
• new features
• ProAdvisor exams

Keywords

• recertification
• QuickBooks
• ProAdvisor
• AI features
• test strategies
• exam preparation

Sponsors

Aqqrue, Maxima.AI

Mentioned in this episode

Organizations: Intuit

More episodes of Unofficial QuickBooks Accountants Podcast

• 17% Layoffs, 83% Reorg · June 11, 2026 · 1h 5m
• Now You Know, In the Know May 2026 · June 4, 2026 · 1h 14m
• BDO Alliance Evolve 2026 Recap · May 28, 2026 · 40 min
• Boiling Frogs: Some QBO Perspective · May 21, 2026 · 37 min
• Why Brilliant Bookkeepers Undervalue Themselves · May 7, 2026 · 60 min
• RIP Classic Reports, Long Live Modern (with Hector Garcia) · April 30, 2026 · 1h 18m