# It’s Recertification Season! Page: https://stenobird.com/podcast/unofficial-quickbooks-accountants-podcast-6588629/it-s-recertification-season Text version: https://stenobird.com/podcast/unofficial-quickbooks-accountants-podcast-6588629/it-s-recertification-season.md Podcast: [Unofficial QuickBooks Accountants Podcast](https://stenobird.com/podcast/unofficial-quickbooks-accountants-podcast-6588629) Published: 2026-05-15T01:15:00+00:00 Episode link: https://share.transistor.fm/s/5ec20809 Audio file: https://op3.dev/e/media.transistor.fm/5ec20809/1ace3afd.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/unofficial-quickbooks-accountants-podcast-6588629/episodes/it-s-recertification-season Duration seconds: 4739 ## Resource Alicia and guest Matthew Fulton break down everything covered on the QuickBooks Online ProAdvisor Level 1 and Level 2 recertification exams, from test-taking strategies to a deep walkthrough of the new features Intuit is testing you on. Along the way they unpack the expanded AI capabilities built into QBO, including the business feed, Finance AI, the Customer Hub, and the new analytics dashboards. If recertification season has been sitting on your to-do list, this episode is the push and the prep you need. Sponsors: Aqqrue - http://uqb.promo/aqqrue Maxima.AI - http://uqb.promo/maxima (00:00) - Welcome to the Unofficial QuickBooks Podcast (01:21) - Recertification Season Basics (02:25) - Level 1 vs Level 2 Value (03:46) - How the Tests Changed (04:57) - Prep Tips and Training (09:01) - Open Book Test Strategy (16:59) - Why Recertify Every Year (18:44) - This Year New Platform (23:39) - Exam Objectives Overview (29:58) - Interface and Shortcuts (32:39) - AI Features Breakdown (36:50) - AI Models Privacy and HI (42:49) - Sales Menu Overhaul (43:49) - Customer Hub Focus (44:35) - Inventory Upgrades (46:44) - Sales Orders Evolve (47:44) - Customer Hub CRM Tools (49:02) - Contracts Scheduling Calls (50:09) - Test Strategy Insights (51:55) - Expenses Vendor Updates (54:00) - Bill Pay Limits Approvals (56:28) - Bank Feeds Extraction Reconcile (58:53) - aaaaaaaa port Insights (01:08:39) - Level Two Projects Reports (01:10:16) - Modern Reports Scheduling (01:11:31) - Calculated Fields KPI Scorecard (01:16:18) - Wrap Up Next Steps LINKS Intuit Recertification FAQ: https://quickbooks.intuit.com/uk/accountants/renewing-online-certification/ Worksheet with clickable links: https://drive.google.com/file/d/13SojHki1bOyR2xaPjWFD8Z9VxapX8-5I/view What’s New in QBO 2026: https://drive.go… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/unofficial-quickbooks-accountants-podcast-6588629/episodes/it-s-recertification-season/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/unofficial-quickbooks-accountants-podcast-6588629/it-s-recertification-season.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.