July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:

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Unofficial QuickBooks Accountants Podcast

Alicia Katz Pollock, MAT

124 episodes

4 days ago

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.

All content for Unofficial QuickBooks Accountants Podcast is the property of Alicia Katz Pollock, MAT and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:

Unofficial QuickBooks Accountants Podcast

1 hour

3 months ago

July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.

Sponsors

(00:00) - Introduction and Hosts' Catch-Up

(01:20) - Overview of July 2025 'In the Know' Session

(03:27) - ProAdvisor Community News and Upcoming Courses

(05:53) - QuickBooks on the Intuit Platform

(11:28) - New Features in QuickBooks Online

(19:24) - Bank Feeds Innovations

(30:39) - Navigating Action Buttons

(31:02) - Enhanced Grouping Features

(31:24) - AI Assistance in Transactions

(34:16) - Detecting Bank Fees

(34:55) - Combining Matches in Bank Feeds

(36:54) - New Accounting Agent Features

(39:39) - Context Gathering for Transactions

(43:28) - Anomaly Detection in Reports

(46:06) - Improved Reconciliation Process

(47:07) - Bill Pay Basic in All Plans

(54:05) - Training and Membership Updates

In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharing

Intuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing

Sign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907

Dan’s Links:

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

Dan’s Blog on the AI Agents - https://snip.ly/UQAPAIAgents

Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1