Episode Description
Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).
Sponsors
UNC - https://uqb.promo/unc
- (00:00) - Introduction and Hosts' Banter
- (00:45) - Intuit Connect Experience
- (01:37) - Intuit Enterprise Suite for Construction
- (03:24) - New Features in Intuit Enterprise Suite
- (08:04) - Challenges and Solutions in Intuit Enterprise Suite
- (15:12) - MailChimp Integration with QuickBooks
- (24:57) - Customer Hub Overview
- (29:19) - Exploring New Features in Online Bill Pay
- (30:18) - AI and Machine Learning in Bill Processing
- (33:46) - Bill Payment Speeds and Security Measures
- (37:20) - Accountant Tools and Client Management
- (41:03) - Recurring Invoices and Customer Dashboards
- (42:28) - Lending Options and Financial Products
- (47:09) - Upcoming Courses and Collaborations
LINKS
Customer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107
Alicia’s current classes:
- 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
- QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
- Projects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPE
- Sales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
- Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907
Dan’s Links
- Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
- Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
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