Hands On With Intuit Accountant Suite for Public Accounting

📋 Overview

As of December 31, 2026, QuickBooks Online Accountant is retired and every firm now runs on Intuit Accountant Suite. Over the past year Intuit has also shipped its largest wave of accountant-facing features in a decade: Intuit Intelligence, AI-powered reconciliation and bank feed categorization, Client Insights KPIs, a cross-client 1099 dashboard, Requests for client communication, modern and multi-entity reports, and Spreadsheet Sync for Excel-driven reporting. This session is a practical update on what changed, what's new, and how the firm console, client list, and team permissions work in the new environment. If your team still works in QuickBooks the way it did in 2024, you are leaving hours on the table every month. This course shows you which of the new tools deliver immediate time savings, how to configure them correctly for your firm, and where AI-driven features still require a professional's review before you trust the output. You'll leave with a prioritized adoption list and a clear picture of what your QuickBooks workflow should look like in 2027.

👥 Who Should Attend

🎯 Learning Objectives

• Identify the differences between Intuit Accountant Suite Core, Accelerate, and the Books Close add-on
• Configure firm, team, and client access permissions in the Intuit Accountant Suite console
• Apply Intuit Intelligence and AI-powered reconciliation to a client's bank feed and month-end review
• Compare modern reports, multi-entity reports, and Spreadsheet Sync to select the right reporting method for a given engagement
• Evaluate an AI-generated categorization or reconciliation result to determine whether it requires professional correction

🚀 What You'll Walk Away With

• You'll stop guessing at AI-generated categorizations by knowing exactly when to step in and correct the software.
• You'll cut down on manual data entry by using Intuit Intelligence to handle your routine bank feeds and reconciliations.
• You'll set up firm permissions and client access correctly so your team only sees what they need to see.
• You'll choose the fastest reporting method for every client, whether that is a modern multi-entity report or an Excel-based Spreadsheet Sync.
• You'll build a prioritized list of new features to adopt so your firm isn't stuck using outdated 2024 workflows.

📚 Major Topics

1. The QBOA-to-Intuit Accountant Suite transition: tiers, timeline, and firm setup
2. AI-powered accounting: Intuit Intelligence, reconciliation, and bank feed categorization
3. Practice management tools: Client Insights, 1099 dashboard, and Requests
4. Reporting: modern reports, multi-entity consolidation, and Spreadsheet Sync

🏷️ Topics

❓ Questions

✍️ A Note from the Author

I watched many firms struggle during the transition away from QuickBooks Online Accountant because the changes felt overwhelming. I wrote this course to clear the fog and show you exactly how to handle the new Intuit Accountant Suite. We're going to look at where these tools actually save you time and where you still need to keep a close eye on the AI.