
Now You Know, In the Know May 2026
From Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT
June 4, 2026 · 1h 14m · Episode 145
About this episode
Alicia and Dan recap Intuit's May In the Know webinar, discussing significant changes to the ProAdvisor program and new features in the Accountant Suite.
Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30. Sponsors: Aqqrue - http://uqb.promo/aqqrue C&R Consulting - http://uqb.promo/cnr LINKS Intuit’s In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharing RightTool: RightTool.app , use code ROYALWISE for 20% off Books Close episode: uqb.show/130 Dan’s School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan’s Links Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays…
People in this episode
Host: Alicia Katz Pollock
Guest: Dan DeLong
Topics covered
- Intuit updates
- ProAdvisor program
- Accountant Suite tiers
- KPI dashboards
- tax workflow
- recertification
Keywords
- Intuit
- ProAdvisor
- Accountant Suite
- KPI dashboards
- ProConnect Tax
- recertification
- webinar
Sponsors
Aqqrue, C&R Consulting
Mentioned in this episode
Organizations: Intuit, ProAdvisor, ProPartner Accountants, ProConnect Tax
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