Intuit Accountant Suite is the New QBOA: Pt. 2 - Navigation
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Intuit Accountant Suite is the New QBOA: Pt. 2 - Navigation
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About this listen
Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the navigation changes in IAS Core vs QBOA
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!
00:00 Introduction and Greetings
00:33 Technical Difficulties and Streaming Issues
02:01 Introducing Intuit Accountant Suite
02:39 Navigating the New Interface
04:33 User Experiences and Feedback
05:44 QuickBooks Desktop App Discussion
09:52 Dashboard Customization and Widgets
18:07 Privacy and User Access
21:38 Navigation and Real Estate Challenges
26:31 UI Overhaul and App Integrations
27:23 QuickBooks Navigation Changes
31:04 Customization Options in QuickBooks
35:20 Client Management and Bookmarks
44:56 Global Header and Automation Features
53:58 Conclusion and Next Week's Preview