Intuit Accountant Suite has some features on the horizon that will enable accounting professionals to leverage insights for the clients and their firm. Rachel and Dan take a peak at some of those features on the horizon.

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 Welcome Back + Series Recap: Intuit Accountant Suite Updates
01:32 What’s New in Beta: Intuit Intelligent Agents (AI Companion)
03:08 Prompts, Pricing, and Core vs Accelerate Differences
05:50 Coming Soon: Client Portfolio Comparisons & Client-Level Insights
07:00 Future Roadmap: Capacity Planning with Payroll, Time, and Alerts
10:51 User Groups & Bulk Team Assignments (Now in Beta)
11:25 Why Realm Consolidation Matters (Avoid Paying Twice)
14:56 Realm Consolidation 101: Key Terms, Source vs Target Realms
18:18 Before You Transfer: Billing, Apps, ProConnect Tax & Other Gotchas
22:11 Choosing the Right Target Realm: Best Practices & Support Tips
24:11 Step-by-Step: How to Transfer Clients to the Target Realm
28:08 Wrap-Up: Is Consolidation Worth It? Next Workshop Teaser