3 days until Intuit Connect! ๐
Alicia and Jamie are heading to Las Vegasโand you can find the Royalwise OWLS at Booth 60. ๐ฆ
If QuickBooks training, team education, or client education is on your radar, come say hi and see how Royalwise can help.
๐ Booth 60
๐
October 26โ28, 2026
๐จ ARIA Resort & Casino, Las Vegas
See you at Intuit Connect!
#IntuitConnect2026 #RoyalwiseOWLS #QuickBooksTraining #AccountingFirms
The QuickBooks Online bank feed has a lot of new controls, and you get to decide how much to trust the AI. Kathy Grosskurth and I dig into review signals, drag-and-drop attachments, keyboard shortcuts, and policy settings. Have you checked your bank feed settings lately?
Thanks to this week's sponsors, Intuit Accountants, Pilot, Zamp, and Veltrix!
๐ง Listen to the full episode: Link in comment
๐ง uqb.show/165
UQBA YouTube channel: youtube.com/@UnofficialQBOPoโฆ
Your bank feed may be making more decisions than you realize.
In Episode 165, Alicia and Kathy Grosskurth dig into QBOโs bank feed tools, policy reviews, AI suggestions, and the settings that can help you stay in control of how transactions get categorized and posted.
Thanks to this week's sponsors, Intuit Accountants, Pilot, Zamp, and Veltrix!
๐ง Listen to the full episode: Link in comment
๐ง uqb.show/165
UQBA YouTube channel: youtube.com/@UnofficialQBOPoโฆ
How many times has your team explained the same QuickBooks workflow to a client this month?
If the answer is โtoo many,โ it may be time to rethink who handles the training.
Let Royalwise handle the education.
Your accountants can spend less time repeating the same QuickBooks walkthroughsโand more time on the work only they can do.
At Intuit Connect, visit Alicia and Jamie at Booth 60 and ask how Royalwise can help you:
โจ Scale client QuickBooks education
โฐ Protect billable hours
๐ Reduce repeat questions
๐ Give clients clear, professional training
๐ Royalwise OWLS Booth 60
๐
October 26โ28, 2026
๐จ ARIA Resort & Casino, Las Vegas
#IntuitConnect2026 #Royalwise #ClientEducation #AccountingFirms #QuickBooksTraining
One purpose of running QuickBooks is knowing what to pay at tax time. You can leave that to your accountant.
But there's a second purpose most business owners miss entirely: knowing where your profit is coming from and where your expenses are going so you can make as much money as possible.
Those are two completely different uses of the same system.
Tax compliance is mandatory. That's the baseline. But business intelligence is optionalโand that's where most business owners leave money on the table.
When you understand where profit actually comes from, you can double down on it. When you see where expenses are bleeding, you can cut them. When you identify which products or services are actually profitable, you can focus there. When you spot which customers are draining resources, you can renegotiate or walk away.
โ Tax purpose: know what you owe.
โ Business purpose: know where money is made and lost.
โ One is compliance. One is strategy.
โ Both use the same data. Completely different outcomes.
At Royalwise, we teach business owners to use QuickBooks for both. Yes, give your accountant the clean books. But also run the reports yourself. Analyze the data. Make strategic decisions based on actual numbers.
The business owners maximizing profit aren't the ones leaving QuickBooks to their accountant. They're the ones using it as their business intelligence system.
Know your numbers. Make strategic decisions. Make more money.
That's QuickBooks done right.
Struggling with QuickBooks? Let Royalwise Help!
Your QuickBooks expert knows the software. But do they know how to teach it?
Royalwise helps turn QuickBooks expertise into clear, effective instruction, so knowledge spreads across your team instead of staying with one person.
Come talk Train the Trainer with Alicia and Jamie at Intuit Connect.
๐ Booth 60 โ look for us along the wall in the Expo Hall, near the Coffee Corner. Check the attached map for the exact spot. ๐ฆ
๐
October 26โ28, 2026
๐จ ARIA Resort & Casino, Las Vegas
#IntuitConnect2026 #Royalwise #TrainTheTrainer #QuickBooks #AccountingFirms
๐ Donโt just take our word for itโwatch Alicia teach.
QuickBooks can get complicated fast. The difference is having someone who can break down a tricky workflow and make it actually make sense.
In this HOOT TIP, Alicia walks through a real-world QuickBooks challenge: managing corporate credit cards in QuickBooks Online.
Clear. Practical. Step by step. Thatโs how Royalwise OWLS approaches QuickBooks education.
Heading to Intuit Connect? Come meet Alicia and Jamie and talk with us about bringing this kind of training to your firm, your team, and your clients.
๐ Booth 60
๐
October 26โ28, 2026
๐จ ARIA Resort & Casino, Las Vegas
See Alicia teach, then come say hi to the OWLS. ๐ฆ
#IntuitConnect2026 #RoyalwiseOWLS #QuickBooksOnline #QuickBooksTraining #AccountingFirms
๐ฆ Watch the full HOOT TIP: Corporate Credit Cards in QuickBooks Online demo video here: Managing Corporate Credit Cards in QuickBooks Online (Step-by-Step) youtu.be/3LItOGxSzt0?si=1Kaqโฆ
๐ฆ Watch the full HOOT TIP: Corporate Credit Cards in QuickBooks Online demo video here: Managing Corporate Credit Cards in QuickBooks Online (Step-by-Step) youtu.be/3LItOGxSzt0?si=1Kaqโฆ
Even if you have an incredible accountant, that doesnโt mean you can ignore your books.
๐๐ผ๐ผ๐ธ๐ถ๐ป๐ด ๐ฎ๐ ๐ฌ๐ผ๐๐ฟ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น๐ ๐ผ๐ป๐น๐ ๐ฎ๐ ๐๐ฎ๐
๐๐ฒ๐ฎ๐๐ผ๐ป ๐ถ๐ ๐๐ฎ๐ ๐๐ผ๐ผ ๐น๐ฎ๐๐ฒ.
By the time April arrives, the decisions that would have changed your financial picture have already been made. Youโre not managing your business anymore. Youโre reporting on it. Thereโs a big difference between those two things, and most business owners live their entire financial lives on the wrong side of that line.
If your accountant is sending you monthly or quarterly reports, you need to actually open them.
Not glance at them. Not file them. Look at them. Understand what theyโre telling you about the direction your business is moving. Are revenues trending up or quietly down? Are specific expense categories creeping higher than they should be? Are there patterns across quarters that would change decisions youโre about to make?
Those answers live in the reports your accountant is already producing. If youโre not reading them, youโre paying for insight youโre not using.
๐๐ป๐ฑ ๐ถ๐ณ ๐๐ต๐ฒ๐ฟ๐ฒ ๐ฎ๐ฟ๐ฒ ๐ป๐ผ ๐ฟ๐ฒ๐ฝ๐ผ๐ฟ๐๐ ๐ฎ๐ ๐ฎ๐น๐น, ๐๐ผ๐ ๐ฟ๐ฒ๐ฎ๐น๐น๐ ๐ฑ๐ผ๐ปโ๐ ๐ธ๐ป๐ผ๐ ๐ต๐ผ๐ ๐๐ผ๐๐ฟ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ ๐ถ๐ ๐ฑ๐ผ๐ถ๐ป๐ด.
Thatโs not an exaggeration. Without regular reporting, your bank balance becomes your financial dashboard. And bank balances lie. They donโt reflect liabilities, upcoming tax obligations, outstanding receivables, or the real profitability behind your activity.
Good accountants are worth every dollar. But they can only steer the ship youโre also paying attention to. The best financial outcomes come from business owners who treat their reports as required reading, not optional paperwork.
Open the reports. Read them. Ask questions about what you see. Thatโs how you actually run a business instead of hoping it runs itself.
Struggling with QuickBooks? Let Royalwise Help!
Hereโs a QuickBooks feature most business owners donโt realize exists, and it eliminates one of the most tedious parts of bookkeeping.
๐๐ป๐๐ถ๐ฑ๐ฒ ๐๐ต๐ฒ ๐ฟ๐ฒ๐ฐ๐ฒ๐ถ๐ฝ๐๐ ๐ฎ๐ฟ๐ฒ๐ฎ ๐ผ๐ณ ๐ค๐๐ถ๐ฐ๐ธ๐๐ผ๐ผ๐ธ๐, ๐๐ผ๐โ๐น๐น ๐ณ๐ถ๐ป๐ฑ ๐ฎ ๐ฑ๐ฒ๐ฑ๐ถ๐ฐ๐ฎ๐๐ฒ๐ฑ ๐ฒ๐บ๐ฎ๐ถ๐น ๐ฎ๐ฑ๐ฑ๐ฟ๐ฒ๐๐.
That email address is yours to use however you want. Forward receipts to it directly from your inbox. Snap a photo of a paper receipt and email it over. Forward confirmations from online purchases the moment they land. QuickBooks pulls those receipts in automatically and attaches them to the right expenses behind the scenes.
Then the magic happens on the back end.
When you open any expense in your books, the attachment is right there. Click it. See the actual receipt alongside the transaction. No digging through folders. No searching through old emails. No wondering what that $342 charge from six months ago was actually for.
๐ง๐ต๐ถ๐ ๐ถ๐ ๐ฎ๐ป ๐ฒ๐ป๐ผ๐ฟ๐บ๐ผ๐๐ ๐๐ถ๐บ๐ฒ-๐๐ฎ๐๐ฒ๐ฟ, ๐ฎ๐ป๐ฑ ๐ถ๐ ๐บ๐ฎ๐๐๐ฒ๐ฟ๐ ๐ณ๐ฎ๐ฟ ๐ฏ๐ฒ๐๐ผ๐ป๐ฑ ๐ฐ๐ผ๐ป๐๐ฒ๐ป๐ถ๐ฒ๐ป๐ฐ๐ฒ.
Clean, attached receipts protect you during audits. They clarify ambiguous transactions months later. They make reconciliation faster. They give your accountant exactly what they need without back-and-forth emails chasing documentation. And they turn a chaotic shoebox of receipts into a system that actually scales with your business.
Forward the receipt. QuickBooks does the rest. One small habit that pays itself back every time you need to prove, categorize, or review an expense.
Learn What You Donโt Know About QuickBooks with a Royalwise Course!
An abundance mindset can change more than how you thinkโit can change how you price, sell, choose clients, and build long-term value in your firm.
In Episode 164, Alicia talks with Michelle Weinstein of The Abundant Accountant about moving away from discounting and free advice, qualifying prospects before the meeting, pricing based on the value of the problem you solve, and confidently raising fees with existing clients.
We also connect those habits to something bigger: building a more profitable firm thatโs ultimately more valuable when itโs time to exit.
Thanks to this week's sponsors, Intuit Accountants, Pilot, Zamp, and Veltrix!
๐ง Listen to the full episode (link in comment section)
๐ง uqb.show/164
UQBA YouTube channel: youtube.com/@UnofficialQBOPoโฆ
Scarcity is expensive.
It makes you discount, overwork, and take clients you already know are a bad fit.
Drop a ๐ฅ if youโve ever undercharged just to โmake it work.โ
Or tag the firm owner who needs to hear this.
Michelle said the quiet part out loud - your pricing is not about time.
Itโs about the value of the problem you solve, the confidence you bring, and the process you use to qualify clients.
That means:
๐ stop giving away free advice
๐ stop negotiating every price
๐ stop saying yes before youโve done the diagnostic
The better your sales process, the better your clients, your margins, and eventually your exit.
๐ง Listen to the full episode (link in comment section)
๐ง uqb.show/164
UQBA YouTube channel: youtube.com/@UnofficialQBOPoโฆ
Scarcity thinking is quietly draining your firm's profits. Michelle Weinstein of The Abundant Accountant joins us to talk pricing, sales, and how to raise the multiple a buyer will pay for your practice.
Are you charging what you're worth?
Thanks to this week's sponsors, Intuit Accountants, Pilot, Zamp, and Veltrix!
๐ง uqb.show/164
UQBA YouTube channel: youtube.com/@UnofficialQBOPoโฆ






