
Episode #46
Tips and tricks for making the move to Intuit Accountant Suite
QuickBooks Online Accountant is sunsetting, and Intuit Accountant Suite is the new home for managing your firm and clients. In this episode, Janelle Fox and Ryall Fox from Intuit's Professional Services team join Jessica to bust the biggest myths about the switch: there's no data migration, no major project plan, and no client-facing disruption. They cover what's actually changing under the hood, the timeline for the rolling move to Accountant Suite (with the ability to switch back through December 1), and what happens after the hard sunset. They also dig into pricing, the Books Close add-on, and how console consolidation works if your firm is operating out of multiple realms. The conversation wraps with practical advice for firms: try the new features now while they're free, use the in-product Client Transfer Tool to consolidate down to one console, and take advantage of ProAdvisor Academy training to get your team ready. Janelle and Ryall also share how firms can share feedback directly with the product team as Intuit continues building out Accountant Suite. For full show notes, visit firmofthefuture.com

