Don't Miss Our QBTalks-Apps Show on QuickBooks' Lending Overview

Aug 12, 2026, 1:00:00 AM

Free QuickBooks Capital QBTalks-Apps QuickBooks Lending Overview

Join us Today, Wednesday, August 12, at 2:00 PM Eastern for QBTalks-Apps where Intuit will discuss the QuickBooks Lending Overview.The new QuickBooks Lending Overview page surfacing key factors from your QuickBooks data including cash flow patterns, revenue stability, and transaction history - along with actionable insights designed to help take the guesswork out of funding options. Rackeb Mered, Senior Product Manager, and Peter Czmielewski, Principal Product Marketing Manager, with QuickBooks Capital will demonstrate the new QuickBooks Lending Overview page. They will also share how its data-driven insights can assist you to confidently advise your clients as they explore funding sources.

By the end of this webinar, you will have a better understanding of how the new QuickBooks Lending Overview page can provide a wealth of information that may fit the needs of your clients, or your own firm.

CPE Requirements

If you are looking for CPE, you will need to attend a minimum of 50 minutes of the 1-hour webinar and complete a minimum of three (3) CPE polling questions based on the following CPE learning objective.

CPE Learning Objectives

Upon completion of the webinar, participants should be able to:

Identify at least one way the new QuickBooks Lending Overview page can help you better support your clients’ funding needs.
Select at least one way the new QuickBooks Lending Overview gives you and your clients greater visibility into business health and potential lending eligibility.
Identify at least one way the data-driven insights within the new QuickBooks Lending Overview can help you confidently advise your clients regarding funding options.

About our Show Sponsor

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Most QuickBooks customers still chase payments manually, spend days reconciling transactions, and leave money on the table on cross-border collections. In this session, Flywire shows accounting professionals how Invoiced extends QuickBooks with intelligent automation, global payment options, and zero FX risk—so you can reconcile automatically, collect faster, and scale without drowning in admin work. Join us to see how 4,000+ companies across 240+ countries are transforming their cash flow.

You really don't want to miss today's edition of QBTalks-Apps

Wednesday, August 12, 2026, at 2:00 PM Eastern.

If you are not already registered for either QBTalks or QBTalks-Apps,

you can sign-up HERE.

About the Author

William Murphy

William (Bill) Murphy, better known as "Murph," is responsible for day-to-day technical content. He is also serves as Administrator for the Top Advisor Awards Program. Murph is an Advanced Certified ProAdvisor with over 30 years of QuickBooks consulting experience. He has more than 45 years of experience in Business, Finance and Public Accounting. For many years Murph was the “anchor” of the National Advisor Network’s online forum (now the Woodard forum) and three-time consecutive winner of the NAN Online MVP award. Murph has published numerous articles in industry publications and served as Technical Editor for Business Analysis with QuickBooks by Wiley Publishing.

Don't Miss Our QBTalks-Apps Show on QuickBooks' Lending Overview

CPE Requirements

CPE Learning Objectives

Identify at least one way the new QuickBooks Lending Overview page can help you better support your clients’ funding needs.

Select at least one way the new QuickBooks Lending Overview gives you and your clients greater visibility into business health and potential lending eligibility.

Identify at least one way the data-driven insights within the new QuickBooks Lending Overview can help you confidently advise your clients regarding funding options.

William Murphy