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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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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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Reimagine Your Firm’s Future with Intuit’s Evolved ProAdvisor Program thumbnail

Reimagine Your Firm’s Future with Intuit’s Evolved ProAdvisor Program

QB Talks 58 min Intuit

Webinar Date: November 19, 2025 Discover what’s new in the Intuit ProAdvisor Program and how the Intuit Accountant Suite is evolving for firms of every size. In this QB Talks session, William “Murph” Murphy sits down with Jaclyn Anku and Kevin Tran from Intuit to walk through major updates, including the integrated ProAdvisor experience, the new CAS Foundations learning path, AI-powered training, and the streamlined Manage Training tools inside Accountant Suite. If you’re an accountant, bookkeeper, or ProAdvisor looking to stay ahead, this session breaks down everything you need to know — from certification changes to new firm-level tools, resource hubs, and upcoming improvements. Watch the full discussion and stay updated on Intuit’s roadmap for accounting professionals. Learn more here: https://quickbooks.intuit.com/accountants/proadvisor-program/

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