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August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll

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Manage episode 502950640 series 3506007
Content provided by Earmark Media, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.

Sponsors
Digits - https://uqb.promo/digits


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (04:16) - QuickBooks Connect Event
  • (06:52) - New Features in QuickBooks Online
  • (09:04) - Intuit Enterprise Suite Enhancements
  • (23:48) - AI and Automation in QuickBooks
  • (33:31) - Customer Leads and Sales Pipeline
  • (36:08) - Integrating CRM with QBO
  • (37:02) - Future Episode on MailChimp
  • (37:30) - Introducing the Payroll Agent
  • (41:28) - Employee Honesty and Payroll Management
  • (44:16) - Nuts and Bolts of Payroll via Text
  • (46:20) - Upcoming Webinars and Events
  • (47:28) - Business Network and Check Remittance Feature
  • (51:37) - Sales Tax Filing Updates
  • (55:39) - Membership Drive and Curriculum Refresh
  • (57:48) - Reframe Conference Announcement
  • (59:38) - Conclusion and Final Thoughts

In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf

Alicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

We want to hear from you!

Send your questions and comments to us at [email protected].

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

  continue reading

112 episodes

Artwork
iconShare
 
Manage episode 502950640 series 3506007
Content provided by Earmark Media, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.

Sponsors
Digits - https://uqb.promo/digits


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (04:16) - QuickBooks Connect Event
  • (06:52) - New Features in QuickBooks Online
  • (09:04) - Intuit Enterprise Suite Enhancements
  • (23:48) - AI and Automation in QuickBooks
  • (33:31) - Customer Leads and Sales Pipeline
  • (36:08) - Integrating CRM with QBO
  • (37:02) - Future Episode on MailChimp
  • (37:30) - Introducing the Payroll Agent
  • (41:28) - Employee Honesty and Payroll Management
  • (44:16) - Nuts and Bolts of Payroll via Text
  • (46:20) - Upcoming Webinars and Events
  • (47:28) - Business Network and Check Remittance Feature
  • (51:37) - Sales Tax Filing Updates
  • (55:39) - Membership Drive and Curriculum Refresh
  • (57:48) - Reframe Conference Announcement
  • (59:38) - Conclusion and Final Thoughts

In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf

Alicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, and

the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh

We want to hear from you!

Send your questions and comments to us at [email protected].

Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

  continue reading

112 episodes

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