Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.

Sponsors
BDO Alliance - https://uqb.promo/bdo

Keeper: https://keeper.app/?via=4aaea6

Anchor: https://join.sayanchor.com/iX6Hba Mention Royalwise when you sign up to get a $50 credit

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

•Keeper Karaoke on Monday

•Grab a tutu for Tutu Tuesday at the Royalwise booth,

•Royalwise Pool Party at Cabana #9 on Wednesday!

Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation buttons. While highlighting the feature's flexibility and automation benefits, they also discuss current limitations around product categorization and customer tracking that users should be aware of.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

Alicia’s Mobile app class was on May 13 - you can take it any time at http://royl.ws/QBOMobile?affiliate=5393907

Alicia’s QuickBooks Payments class - http://royl.ws/GoPayment?affiliate=5393907

Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH

QB Power Hour Webinar - https://www.qbpowerhour.com/

https://www.schoolofbookkeeping.com/

Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1

• (00:00) - Introduction to the Episode
• (01:37) - Introduction to Payment Links
• (02:45) - Creating and Using Payment Links
• (06:23) - One-Time Payment Links
• (08:53) - Multi-Use Payment Links
• (11:24) - Limitations and Workarounds
• (18:04) - Advantages of QuickBooks Payments
• (20:08) - Conclusion and Upcoming Events

Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pricing models to the future of third-party integrations, explaining why smaller developers may struggle while larger companies like Bill.com and Avalara will likely absorb the costs. The discussion explores whether this represents a strategic move toward platform consolidation and what it means for the freemium model that many QuickBooks-connected apps currently rely on.

Sponsors
Debits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: unofficialquickbookspodcast@gmail.com

The new Intuit Developer Platform: https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/

Hector’s Reframe events: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants

Alicia’s new QBO Complete 2025 book + eBook: http://www.questivaconsultants.com

Alicia’s Hands-on Training course starting July 21, 2025: http://royl.ws/QBO-complete

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (01:32) - Intuit's New API Guidelines
• (02:27) - Metering and Costs for API Usage
• (03:25) - Impact on Small and Large Apps
• (04:16) - New API Access Points
• (04:44) - Inventory Adjustment API
• (08:49) - Custom Fields API
• (10:39) - Projects API
• (13:19) - Sales Tax API
• (16:38) - Payroll Compensation API
• (20:15) - API Monetization and Timelines
• (22:21) - Metering and Pricing Adjustments
• (24:26) - API Credits and Developer Tiers
• (25:57) - Impact on App Developers
• (34:24) - Intuit's Strategic Moves
• (39:27) - Upcoming Events and Personal Updates