Join us on Wednesday, August 12, at 2:00 PM Eastern for our next QBTalks-Apps show, where Intuit will introduce its new QuickBooks Lending Overview page and how it can help you better support your clients' funding needs.
Maybe you've been thinking about some funding options for your firm, or perhaps one or more of your clients have asked you to help them think about funding options for their businesses? Well, this show is for you in terms of both potential funding for your own operation, or potential funding options for your clients.
No, you won't walk away with a loan by the end of the show, but you will learn how the new QuickBooks Lending Overview page can give you and your clients greater visibility into overall business health and potential lending eligibility.
By surfacing key factors lenders consider - such as cash flow patterns, revenue stability, and transaction history - along with actionable insights, QuickBooks helps take the guesswork out of the funding process and helps you guide clients toward financing opportunities that fit their business needs.
Joining Murph from Intuit will be Rackeb Mered, Senior Product Manager, and Peter Czmielewski, Principal Product Marketing Manager, with the QuickBooks Capital team. They will walk us through this new experience, demonstrating how it works.
They will also share how these data-driven insights can help you confidently advise clients as they explore funding options.
Whether for your own firm, or for some of your clients, 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 on funding opportunities and potential eligibility to achieve it.
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:
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Identify at least one way the new QuickBooks Lending Overview page can help you better support your clients’ funding needs.
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Select at least one way the new QuickBooks Lending Overview gives you and your clients greater visibility into business health and potential lending eligibility.
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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.
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About our Show Sponsor
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 won't want to mist this upcoming edition of QBTalks-Apps on 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.