Episode Description
Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.
- (00:00) - Introduction to the Podcast
- (01:28) - Upcoming Events and Webinars
- (05:02) - Product Innovations and Updates
- (14:11) - Realm Consolidation Explained
- (22:32) - Personal Updates and Upcoming Classes
- (25:38) - Conclusion and Farewell
LINKS
- Alicia’s upcoming classes:
- 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907
- QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907
- Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
- Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
- In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdf
- Intuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/
Realm consolidations:
- Learn more: https://www.firmofthefuture.com/product-update/consolidating-realms/
- Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdf
Transferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_US
Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2Vxw
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