Episode
Intuit Accountant Suite: Accelerate and Books Close Deep Dive
- Published
- Feb 19, 2026
- Duration seconds
- 3779
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/49d6285e
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Summary
Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet. Sponsors FutureView Systems - https://uqb.promo/bez UNC - https://uqb.promo/unc (00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts) (01:01) - Tax-season chaos & the surprise IAS pricing timeline change (04:57) - Clearing up what’s still free vs paid: ProAdvisor portal vs add-ons (05:43) - Accelerate vs Books Close: what each add-on actually does (07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets (10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee) (14:47) - Books Close vs Books Review (and other tools): who it’s for (27:13) - Client “Requests” messaging: asking questions on transactions (29:47) - Game-changer feature: reconciling accounts from Books Close (33:44) - How to Submit Beta Feedback (and What to Ask For) (38:53) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions (43:02) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions (46:03) - Unapplied Payments + Other “Coming Soon” Anomaly Checks (52:16) - Pricing Breakdown + The Big Beta Problem: You Can’t Offboard Clients (57:06) - Wrap-Up: YouTube Demos, Community Updates, and What’s Next LINKS Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFY…