QuickBooks Live is Dead, Long Live Intuit Experts

QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.

Sponsors:

Intuit Accountants - http://uqb.promo/intuit

Pilot - http://uqb.promo/pilot

Kick.co - http://uqb.promo/kick

(00:00) - Welcome and Setup

(01:12) - QuickBooks Live Ends

(02:47) - What Makes an Expert

(07:08) - Firm of the Future Article

(11:03) - Who Intuit Experts Serve

(13:41) - Pro Partner Matching Network

(15:35) - Services Built Into QBO