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State of QuickBooks Desktop in 2026: What's Really Happening | QB Talks APPS thumbnail

State of QuickBooks Desktop in 2026: What's Really Happening | QB Talks APPS

QB Talks 59 min William Murphy & Marjorie Adams

In this February QB Talks Apps session, host William “Murph” Murphy sits down with Marjorie Adams (Fourlane) to break down the state of QuickBooks Desktop in 2026 and what recent Intuit announcements mean for accounting firms and their clients. You’ll get clarity on what is actually changing (and what is not), including how Intuit’s product lifecycle and support timelines affect Desktop users, and why the “QuickBooks Desktop is going away” messaging often causes confusion. Marjorie also walks through practical ways to protect Desktop file integrity, highlights ongoing product updates inside Desktop/Enterprise, and explains where QuickBooks Desktop Enterprise fits alongside newer options like Intuit Enterprise Suite. A key segment includes an overview of FourlaneCX, a web-based tool designed to help Enterprise users improve performance by moving certain workflows outside of Desktop while keeping core accounting work in QuickBooks. 🔗 https://www.fourlane.com/

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The $500 Marketing Reality Check For Accounting Firm Owners | Marketing Talks thumbnail

The $500 Marketing Reality Check For Accounting Firm Owners | Marketing Talks

Marketing Talks 34 min Janel Sykora

In this Marketing Talks session, Janelle Sykora (co-founder of Cajabra Marketing for Accountants) delivers a no-fluff reality check on what a $500/month marketing budget can actually do for an accounting firm. She breaks down the difference between marketing and sales, why content and clear offers come first, and what a realistic timeline looks like for visibility and lead flow. You’ll leave with a simple action plan to tighten your messaging, improve your Google Business Profile, and build a consistent content engine that compounds over time.

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QB Talks: What’s New in QuickBooks (January 2026) thumbnail

QB Talks: What’s New in QuickBooks (January 2026)

QB Talks 63 min William Murphy

Stay up to date on the latest QuickBooks updates with Murph (William Murphy). In this session, we break down the new QBO interface, AI-powered bank feeds, inventory enhancements, Intuit Accountant Suite (IAS), payroll updates, Desktop changes, pricing increases, and what these updates mean for accountants and ProAdvisors in 2026. If you work with QuickBooks Online, Desktop, or Intuit Enterprise Suite, this is a must-watch update.

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We Can't Ignore AI Forever (Trust Us, We Tried) thumbnail

We Can't Ignore AI Forever (Trust Us, We Tried)

AI Talks 30 min Donna Reade

In the kickoff episode of AI Talks, Donna Reade breaks down why accountants can’t ignore AI anymore and how to start using it without panic. Learn how AI actually works, why prompts matter more than tools, and simple ways to use ChatGPT for client communication, workflow support, and everyday productivity. This session focuses on practical adoption, not hype, so you can start using AI with confidence.

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Introduction To Cash Flow Management: Understanding The Basics | CashFlow Mastery Talks thumbnail

Introduction To Cash Flow Management: Understanding The Basics | CashFlow Mastery Talks

CashFlow Mastery Talks 29 min CashFlow Mike

Kick off 2026 with Cashflow Mastery Talks as “Cashflow Mike” Milan shows accountants how to understand the cash flow statement fast. In this 30-minute session, he explains operating vs. investing vs. financing activities, source vs. use of cash, and a simple “15-second” plus/minus pattern to read cash flow with confidence in client conversations. Speaker: Mike Milan 🌐 https://www.linkedin.com/in/mikemilan/ 🌐 https://cashflowmike.com/ to learn more! 📧 Email Mike: mike@cashflowmike.com

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QB Talks | A Realm By Any Other Name thumbnail

QB Talks | A Realm By Any Other Name

QB Talks 59 min Intuit

Welcome to the premiere edition of QB Talks Apps from Insightful Accountant. In this session, Senior Technical Editor William “Murph” Murphy explains what QuickBooks “Realms” (Realm ID / Company ID) are, why they matter, and how they impact firms moving from QuickBooks Online Accountant (QBOA) to Intuit Accountant Suite (IAS). You’ll learn the differences between single realms, multi-tenancy, and multiple realms, how to choose the best seat realm for migration, and what issues can require Intuit support (billing, revenue share, ProConnect, duplicate clients). Murph also walks through a live demo showing how to upgrade to IAS, transfer clients, handle apps and team roles, and even how to downgrade and switch back if needed.

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NAVIGATING THE NEW TAX LANDSCAPE: OBBB Provisions and Critical Changes for 2025 | TPN Tax Talks thumbnail

NAVIGATING THE NEW TAX LANDSCAPE: OBBB Provisions and Critical Changes for 2025 | TPN Tax Talks

Tax Talks 30 min Christine Gervais

In this final TPN Tax Talks session of the year, Christine Gervais breaks down the most important tax law changes impacting 2025 returns, with a practical, checklist-style walkthrough of the One Big Beautiful Bill (OBBB / OB3). The session covers retroactive provisions, tip and overtime income deductions, SALT cap changes, Section 199A updates, bonus depreciation, R&D expensing, and key planning opportunities for tax professionals. Designed for busy practitioners, this session focuses on what to watch now, how to prepare clients, and how to adjust internal processes ahead of the 2025 filing season. Speaker: Christine Gervais 👉 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039

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Finatical Software: Building Strong Customer Relationships and Cash Flow Growth | App Academy thumbnail

Finatical Software: Building Strong Customer Relationships and Cash Flow Growth | App Academy

App Academy 19 min Finatical Software

In this App Academy demo, Chris Meyer of Finatical Software shows how Flash Reports connects Excel directly to QuickBooks Online, allowing accountants to build live, refreshable reports without exporting data. See how firms use Excel-based dashboards, multi-entity reporting, budget vs actuals, drill-downs, and forecasting to deliver better insights for clients, especially in restaurant, franchise, and advisory use cases. 🔗 Learn more 👉 https://finaticalsoftware.com/

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QB Talks | Intuit Accountant Suite’s ‘Books Close’ at Year-end thumbnail

QB Talks | Intuit Accountant Suite’s ‘Books Close’ at Year-end

QB Talks 59 min Fishbowl

In this QB Talks session, William “Murph” Murphy and Intuit’s Anusha Natarajan walk through the new Books Close feature inside the Intuit Accountant Suite, with a focus on year-end workflows. The session shows how accountants can manage month-end and year-end close across all clients from one dashboard, use AI-powered transaction reviews and reconciliations, customize close templates, and track work without jumping in and out of client files. Viewers also get a look at what’s coming next for service delivery tools inside Intuit Accountant Suite. Learn more 👉 https://quickbooks.intuit.com/accountants/intuit-accountant-suite/

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Accountero: How Firms Use Aimee & Paige to Unlock Capacity | App Academy thumbnail

Accountero: How Firms Use Aimee & Paige to Unlock Capacity | App Academy

App Academy 28 min Accountero

n this App Academy session, Pratheesh Nair from Accountero shows how accounting firms are using AI agents to reduce interruptions, offload client questions, and turn financial data into clearer advisory conversations. See how Amy handles everyday client questions directly from QuickBooks data, and how Paige helps accountants move past the blank page by generating first-pass financial analysis that can be reviewed, edited, and shared with clients. 🔗 Learn more 👉 https://www.accountero.com/

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DIGITS: Unlock the AI-Native Advantage: How Digits Powers the Modern Firm | App Academy thumbnail

DIGITS: Unlock the AI-Native Advantage: How Digits Powers the Modern Firm | App Academy

App Academy 20 min Digits

In this App Academy product demo, Rob Hamilton from Digits walks through how an AI-native general ledger changes the way accounting firms handle bookkeeping, reconciliations, and month-end close. See how Digits automates transaction booking, speeds up reconciliations, and gives firms a real-time, interactive view of client finances without relying on traditional bank feeds or bolt-on tools. 🔗 Learn more 👉 https://digits.com/

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Qvinci + QuickBooks: The Future of CAS Advisory Intelligence and Firm Growth | App Academy thumbnail

Qvinci + QuickBooks: The Future of CAS Advisory Intelligence and Firm Growth | App Academy

App Academy 22 min Qvinci

In this App Academy demo, Brad Adams from Qvinci shows how accounting firms can launch and scale advisory and CAS services using next-level reporting, benchmarking, and what-if analysis. Learn how the Qvinci Turnkey Advisor Program helps firms move from basic reporting to strategic advisory with faster setup, automated insights, and tools designed to drive higher-value client conversations. 🔗 Learn more 👉 https://www.qvinci.com/

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