QB Power Hour Podcast: Recent Episodes
Dan DeLong & Michelle Long
This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour webinars, we will explore the proper and optimized use of both QuickBooks Online and Desktop, whichever you use. You will enjoy our powerful tips and tricks!! Plus We'll have selected 3rd party apps, management practice topics (like value pricing) and more!!
Join us for “Catch of the Day: Fishbowl - QuickBooks' Inventory Boost” and discover how to reel in better inventory management. We’ll show you how Fishbowl fills the gaps in QuickBooks, making tracking, ordering, and reporting a breeze. Learn practical tips to streamline your workflow, reduce errors, and keep your business swimming smoothly—all without getting tangled in the details.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
This isn’t your typical webinar, it’s an open floor.
Each session is driven by what’s happening right now in the Facebook group, plus any QuickBooks or Intuit updates worth your attention.
We’ll keep it loose, practical, and interactive:
Answering real questions from real users
Breaking down QB changes (only if they matter)
Giving you clarity you can actually use
Show up with questions. Leave with answers.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Join us for “Pass the Baton: Relay Your Way to Accounting Wins” and discover how Relay helps accountants hand off tedious tasks, streamline workflows, and boost recurring revenue. Learn actionable strategies to save time, deliver more value to your clients, and finish ahead of the competition—no running shoes required. Chloe Deree from Relay will be on hand to discuss how adding a Bank to your Tech Stack saves you time, saves your client's money, and can benefit you and your firm long after your engagement ends.
Learn More about the Relay Partner Program here: https://www.schoolofbookkeeping.com/qb-power-ups-relay-PA
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Everyone is asking - What is the best shopify connector to QBO, we'll breakdown the pros and cons of several of the key players when it comes to getting your Shopify transactions into QuickBooks.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this QB Power Hour, we’re breaking down the smartest ways to clean things up at scale inside QuickBooks (and when to step outside of it). We’ll walk through real tools and workflows that help you fix data faster, more accurately, and with way less risk.
We’ll cover:
• When to use built-in tools like the Reclassify Transactions tool and Undo in the bank feed
• How to handle vendor reclasses and large-scale cleanup scenarios
• When tools like RightTool, Transaction Pro, Saasant, and Spreadsheet Sync actually make sense
• Common bulk-edit mistakes (and how to avoid them)
• How to sanity-check your work so you don’t create bigger problems downstream
Because bulk edits shouldn’t feel like a gamble. With the right approach, they’re one of the fastest ways to clean up your books and get back in control.
Learn more about the Bulk Edits Cohort: https://www.schoolofbookkeeping.com/offers/XyReUTwy
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Think job costing in QuickBooks Online is clunky, limited, or just plain confusing? You’re not alone. But here’s the real question: are you underusing what’s already there?
In this session, we’re digging into what job and project costing actually looks like inside QuickBooks Online, and where it works well (and where it doesn’t). We’ll break down practical workflows for tracking income, labor, materials, and profitability by job so you can stop guessing and start seeing real numbers.
We’ll also cover:
- How Project tracking functions in QBO and what it can (and can’t) handle
- Job costing strategies for contractors and field service businesses
- Tracking equipment and assets tied to specific jobs
- Inventory considerations for specialized trades
- When you may need to integrate a tool like Fishbowl for more advanced inventory management
If you work with contractors, construction clients, or specialized trades that need tighter cost visibility, this session will give you clarity on what’s possible, and what requires a smarter tech stack.
Because sometimes the answer isn’t “QuickBooks can’t do that.”
It’s “You just haven’t set it up strategically.”
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Comparing Books Close to the Books Review Feature for Accountant Users
There’s more than one way to “lock things down” in QuickBooks Online… but which one actually makes sense for your firm?
In this upcoming QB Power Hour, we’re breaking down the real differences between Books Review and Books Close for accountant users. What do they actually do? Where do they overlap? And most importantly are you adding steps that don’t move the needle?
We’ll dig into:
What Books Review is designed to streamline (and where it shines)
What Books Close actually locks down and what it doesn’t
Workflow implications for monthly and year-end processes
Risk management, team accountability, and client impact
Whether using both is strategic… or just extra clicks
As always, this won’t be theory. We’ll keep it practical, candid, and focused on what matters in real firms doing real work.
If you’ve been wondering whether the “juice is worth the squeeze” when it comes to your close process, this session is for you.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Welcome and Agenda
01:19 Webinar Format Updates
02:57 New Series Categories
04:25 Housekeeping and Q&A
05:48 Poll on Books Review
07:54 Why Use Books Review
09:47 Desktop 2023 Discontinuation
13:32 Will Desktop End Soon
18:53 Books Close Overview
21:00 Playbook and Task Sections
23:22 Books Review New Experience
25:37 Where to Find Books Review
28:21 Need Global Templates
29:36 Finding Books Close Tool
30:01 Feature Comparison Spreadsheet
33:23 Cleanup Versus Pre Close
35:05 Who Books Close Is For
38:12 Reconciliation Inside Tool
43:37 Transaction Review Controls
46:44 Payee Review And 1099s
48:48 Final Review Wrap Up
52:09 Pricing Beta And Billing
55:02 Removing Clients Limitation
57:39 Next Session And Farewell
This isn’t your typical webinar, it’s an open floor.
Each session is driven by what’s happening right now in the Facebook group, plus any QuickBooks or Intuit updates worth your attention.
We’ll keep it loose, practical, and interactive:
Answering real questions from real users
Breaking down QB changes (only if they matter)
Giving you clarity you can actually use
Show up with questions. Leave with answers.
01:23 Webinar Changes and Registration
06:24 New Series Lineup and Agenda
09:25 Construction Edition Overview
13:57 Construction Features and Pricing
18:24 QB Payments and Affirm
24:05 Payment Links Pros and Cons
27:39 Inventory Enhancements Rollout
32:02 Item Receipts and Receiving Methods
35:13 Inventory Offset Risks and Reactions
37:28 QBO Inventory Levels
39:13 Reseller Inventory Fit
40:06 Moving Average Costing
42:09 Inventory Add On Pricing
44:10 What Is QuickBooks Ledger
46:15 Physical Counts Tools
48:17 Intuit Intelligence Prompts
51:20 AI Wins And Fails
58:10 Accountant Suite Consolidation
01:00:31 Community And Wrap Up
Meet the new co-host of the QB Power Hour. Sharrin Fuller has built and sold 3 businesses and is now focusing on helping others build systems so scale, grow, or provide balance and boundaries to get more joy out of your firm. We'll discuss her journey and the life experiences that she's leveraged to help others.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Welcome to QB Power Hour + Meet Sharrin (Unfollow the Rules)
01:09 Show Logistics: Schedule, CPE, Slides & Resources
02:30 Poll Time: How Did You Find QB Power Hour? (and a few tech hiccups)
03:37 Intuit Intelligence Chat in QuickBooks: What It Is, Rollout & Pricing
06:03 Webinar Glitch Break: Multiple ‘Sharrins’ Join the Panel
07:17 Back on Track: How Intuit Intelligence Chat Works in the UI
09:41 Unfollow the Rules: Dan ‘Reads’ the Book (Speechify/Snoop) + Why It Clicked
10:59 Origin Story: The Paper Route and Learning Independence Early
16:01 Door-to-Door Sales Lessons: Timeshares/Kirby Vacuums and the ‘Show’
18:41 Finding Bookkeeping: Costco, Salon Ownership, and Building a Mobile Office Biz
21:30 Scaling Up: Fractional CFO Work, SaaS Startups, and Getting Acquisition Offers
22:59 Failure as Fuel: Big Mistakes, Mark Twain, and Trusting Your Gut
24:53 Growing Up Too Fast: Protecting Siblings & Learning the Hard Way
25:11 Curiosity & Devil’s Advocate Mindset (The “Don’t Touch the Stove” Lesson)
25:51 Reframing Failure: Motivation, Resilience, and Hitting the Goal
26:40 Entrepreneur Pressure + Sales Rejection: Getting Through the “No’s”
27:22 Burnout = Fear: Letting Go, Delegating, and the Green/Yellow/Red List
30:40 Designing Recovery Time: 3-Day Workweeks, Holiday Sabbaticals, and Mental Health
33:04 Building Sustainable Systems: Automate Everything That Isn’t Human
34:32 Clone & Conquer Framework: Document, Template, Measure, Automate (Don’t Throw People at It)
35:53 Right-Sizing the Team: Profit Over Headcount + When Automation Shouldn’t Replace the Core
39:42 Tech Evaluation at Conferences: Solve One Problem + Prove ROI (Stripe Example)
42:16 How the 3-Day Week Actually Works (and Handling the Eye Rolls)
43:53 Teaching Others + Community/Book Offer, Then Webinar Wrap-Up & What’s Next
There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.
Donna Reade and Deb Kilsheimer join the panel to discuss the differences between QBO and Digits for those that might be looking to add Digits to their suite of supported offerings.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
01:42 Welcoming the Audience
02:01 Introducing the Series and Today's Topic
02:36 Guest Speakers: Deb and Donna
04:41 Deb and Donna's Background
07:18 QB Power Hour Overview
08:00 Intuit Accountant Suite Pricing
13:11 Exploring Digits: An Alternative to QuickBooks
14:06 Why Deb and Donna Chose Digits
17:55 The Future of Accounting with AI
24:21 Digits Features and Ideal Clients
35:29 Understanding the Background Operations
36:06 Collaboration Features in Digits
36:49 Adapting to New Generations and Technologies
37:46 Transitioning to Digits: Challenges and Solutions
39:26 Why Choose Digits Over Other Platforms?
42:18 Client Onboarding and Training
43:23 Adapting to Change: Personal Experiences
47:49 Ideal Clients for Digits
57:02 Pricing and Value Proposition
59:32 Final Thoughts and Future Directions
Changes are coming to QBOA, and it's more than a name change. Intuit Accountant Suite will have some Core Functionality changes and as well as a name change. Sharrin and I will break down these changes in this webinar.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
01:53 Welcome and Announcements
05:05 Intuit Accountant Suite Overview
06:24 QuickBooks Desktop Pricing Changes
08:31 Email Scams and Security Tips
18:16 ProAdvisor Program Updates
24:08 Intuit Accountant Suite Details
30:39 Introduction to QuickBooks Online Accountant Suite
31:19 Opting In and Out of Accelerate
32:02 User Interface Redesign
32:29 New Dashboard and Navigation Features
33:49 Changes in Client Management
35:22 Team Management and Service Delivery
37:26 Books Review and Books Close Features
51:32 Client Insights in Accelerate
56:34 Future Features and Final Thoughts
Rich Kane CPA will join us to recap the 1099 filing capabilities in QuickBooks and Avalara will be joining us to share how their solution can augment and streamline the filing process.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
01:03 Earning Continuing Professional Education Credit
02:09 Welcome and Today's Topic Overview
02:53 Meet the Hosts and Guests
05:53 Avalara's Role in 1099 Compliance
07:20 QuickBooks Desktop Pricing Changes
13:23 Understanding 1099 Forms and Compliance
30:43 Tax Return Tips and 1099 Reporting
31:07 Year-End Check Writing and Mismatches
32:35 Discussion on 1099-K and Marketplaces
34:17 New W-9 Form and IRS Changes
39:33 1099 Extensions and Penalties
41:02 Best Practices for 1099 Preparation
45:56 QuickBooks and Avalara Integration
50:48 Avalara 1099 Solution Overview
57:53 Final Thoughts and Next Steps
If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!
Learn More about Autymate here:https://snip.ly/QBPHAUTY
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Event Kickoff
00:52 Meet the Hosts and Guest Speaker
03:20 Overview of Today's Agenda
04:40 Poll Question and Intuit News
06:11 The Role of AI in Accounting
17:21 Challenges and Opportunities in the Accounting Industry
33:01 Automate: A Solution for Accountants
37:59 Introduction to the Exciting New Platform
38:07 Incorporating Bestselling Books into Business Strategies
38:26 The Five Pillars of Business and AI Integration
39:05 Simplifying Business Management with AI
39:25 Free Gift and Upcoming Features
40:54 Connecting to Multiple Systems
41:24 Creating a Single Pane of Glass for Clients
42:19 Expanding Advisory Services Beyond Financials
44:13 Interactive Tutorials and Dashboard Overview
50:55 Creating and Assigning Strategies
51:45 Gamification and Client Accountability
01:02:49 Pricing and Value Proposition
01:06:08 Final Thoughts and Next Steps
Celebrate Thanksgiving with us as we share the QuickBooks 2025 features we’re most thankful for! Join our live webinar to explore new tools and tips that make your bookkeeping easier all year long.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Thanksgiving Week
01:47 QuickBooks Features We Love
02:43 Intuit and OpenAI Partnership
03:52 ChatGPT Integration Concerns
05:42 AI in QuickBooks: Potential and Challenges
20:54 Payroll Corrections and QBO Payroll
23:03 Amazon Business Integration
28:22 Mapping Items from Square to QuickBooks
29:06 Integrations Overview in QuickBooks Online
30:23 Customizing QuickBooks Navigation
37:08 Bulk Editing Features in QuickBooks
43:04 Desktop to QuickBooks Online Migration
50:05 Final Thoughts and Upcoming Features
Give it to me straight, Doc. Is QB desktop dead, dying, or in hospice? We will be joined by Marjorie Adams, a longtime supporter of the QB Desktop lineup has developed Fourlane CX, an online portal into the customer workflows of QB Desktop which will allow your desktop clients who are happy with QB desktop, but unhappy with the pricing increases, to make the most of their QB Desktop subscription while providing Online access to their sales team.
Replays and More resources on this webinar: https://www.qbpowerhour.com/25%20-%20the%20state%20of%20qb%20desktop
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
00:51 Earning Continuing Professional Education Credit
01:56 Technical Difficulties and Casual Banter
03:13 Introduction to Today's Topic: State of QuickBooks Desktop
04:36 Guest Introduction: Marjorie Adams from Fourlane
06:59 Discussion on QuickBooks Desktop vs. QuickBooks Online
13:14 Intuit News and Updates
20:44 State of QuickBooks Desktop
31:48 Intuit Enterprise Suite
33:20 The Undervalued Market Spot
34:06 Intuit's Enterprise Suite and Naming Challenges
36:51 QuickBooks Desktop vs. Intuit Enterprise Suite
39:13 Transitioning to Cloud Solutions
40:18 Challenges and Solutions for Hosting QuickBooks
43:28 Custom Applications and Client Solutions
46:00 Introducing the Web-Based Product
47:53 Features and Benefits of the New Product
50:39 Cost Efficiency and Licensing
01:00:30 Final Thoughts and Future Discussions
Time is one thing we don't get more of. We'll discuss our favorite essential tech tools and strategies that help accountants streamline tasks, boost productivity, and reclaim valuable time each day.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch the replay and other links mentioned during the webianr here: http://www.qbpowerhour.com/10-14-25-time-saving-tech-solutions-for-accountants
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
00:23 Earning Continuing Professional Education Credit
01:30 Technical Difficulties and Casual Banter
02:10 Welcome to QB Power Hour
02:14 Time-Saving Tech Solutions for Accountants
02:39 Meet the Hosts: Dan and Sharrin
04:31 CPE and Resources Information
05:22 Intuit Enterprise Suite Update
15:39 The Eisenhower Matrix and Time Management
20:31 Cloning and Conquering: Automation and AI
25:32 Centra: AI Employees for Efficiency
34:39 Inbox Zero Methodology
35:25 Feedback on Email System Integration
37:03 Google Workspace Backup Tips
37:39 Automated Email Drafting and Customization
43:29 Scribe for Workflow Documentation
48:07 Motion: The Ultimate Productivity Tool
54:25 Anchor: Proposal to Payment Automation
59:50 Closing Remarks and Upcoming Events
QBO is only as secure as your login, and there are vulnerabilities that Bad Actors are exploiting causing lost productivity time and fraud to you and your clients. We'll be discussing the concern, identifying the loopholes bad actors are taking, and give you practical steps to secure you and your client's login. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
01:17 Earning Continuing Professional Education Credit
02:23 Technical Difficulties and Welcome
03:27 Intuit Login Issues and Security Updates
07:57 New Invitation Process in QBO Accountant
16:32 Securing Your Intuit Login
29:00 Scam Interconnections and Data Mining
29:34 ProAdvisor Profile Scams
31:31 Identifying Phishing Emails
32:38 Personal Experiences with Scams
39:22 Protecting Your Accounts
41:07 Password and Authentication Best Practices
45:20 Email Aliases and Backup Admin Accounts
54:41 QuickBooks Payments and Bill Pay Vulnerabilities
58:41 Concluding Thoughts and Next Steps
ProAdvisors have always been a great source of referred subscriptions, but did you know there are several avenues for Accountants to earn income depending how the services are created. We'll discuss the pros, cons, and key differences between QuickBooks revenue share models so you can confidently choose the best fit for your accounting practice.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
01:41 Earning Continuing Professional Education Credit
02:50 Technical Difficulties and Casual Banter
03:17 Welcome to QB Power Hour
03:20 Revenue Share Models Overview
08:11 Intuit News: Direct Deposit Delay
20:15 ProAdvisor Billing Options
27:12 ProAdvisor Revenue Share Program
29:37 Humorous Start and Initial Thoughts
30:08 Challenges with QuickBooks Billing
30:48 Transition to Client-Managed Subscriptions
32:43 Introduction to QuickBooks Solution Providers (QSP)
36:01 Benefits and Drawbacks of QSP
39:59 Partner Programs and Revenue Sharing
48:12 Upcoming Events and Final Thoughts
Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition.
Learn More about Method:https://snip.ly/Method
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
01:12 Earning Continuing Professional Education Credit
02:18 Welcome and Introductions
02:35 Today's Topic: Closing Conversion Gaps
04:11 Meet the Team
07:18 QB Power Hour Overview
08:59 Intuit News: Bill Pay Basic
14:16 Introduction to Method CRM
24:24 Feature Limitations and Customizations
29:09 Creating Dynamic Pamphlets in Method
30:22 Overcoming QuickBooks Limitations
32:06 Customizing Method for Your Business
35:26 User Permissions and Security in Method
45:18 Emailing Out of QuickBooks: Challenges and Solutions
51:19 Advanced Pricing and Custom Solutions
54:26 Partnering with Method: Benefits and Process
58:59 Conclusion and Next Steps
Thinking about switching from QuickBooks Desktop to Online? This webinar covers the latest updates and guides you through a the migration process. From prepping your files to choosing the right method, Dan and Matt share actionable tips to ensure a smooth transition for business owners and accountants alike.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch the video replay and other resources for this episode at: https://www.qbpowerhour.com/08-19-25-moving-quickbooks-desktop-to-online-latest-updates
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Housekeeping
01:19 Earning Continuing Professional Education Credit
02:25 Welcome to QB Power Hour
02:42 Latest Updates on QuickBooks Desktop to Online Migration
03:20 Meet the Hosts
05:12 Overview of QB Power Hour
06:01 Intuit News and Desktop Conversion
07:26 Polling Question: Desktop Migration Experience
10:49 New Options for Desktop Migration
21:37 Migration Checklist and Status
25:01 Live Migration Walkthrough
30:30 Converting Inventory Items to Non-Inventory Parts
31:37 Best Practices for QuickBooks Online Migration
34:08 Understanding Intuit's Multi-Factor Authentication
44:07 Payroll Migration Process Explained
53:16 Handling Attachments During Migration
59:59 Final Thoughts and Upcoming Topics
Matthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook Group
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Welcome
01:00 Meet the Hosts and Special Guest
02:06 Sharrin Fuller's Journey in the Industry
04:23 Housekeeping and QB Power Hour Overview
05:10 Main Topics Overview
06:18 Poll Question: QuickBooks Preferences
06:59 Discussion on QuickBooks Online vs Desktop
09:10 Introduction to AI Agents in QuickBooks
11:12 Deep Dive into AI Agents
20:35 Advanced Features and Insights
31:06 AI Powered Bank Feed
33:22 Introduction to Bank Feeds and Feedback Channels
34:35 Understanding the Voice of the Customer
35:16 Exploring the Canny Feedback Platform
36:18 Accountants' Perspectives on Feedback Channels
39:37 Intuit Tech Survey Insights
41:05 AI and Automation in Accounting
44:55 Strategic Advisory Services
48:15 Tech Overload in Accounting Firms
53:40 QBO Payroll Challenges
56:31 Troubleshooting QuickBooks Payments
59:39 Conclusion and Future Topics
Choosing the right spend management platform can make or break your business's financial efficiency. In this webinar, we’re putting two heavyweights—Ramp and Corpay One—head-to-head in the ultimate showdown of all-in-one spend management solutions.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Learn about Ramp: https://snip.ly/RAMPSOFB
Learn about Corpay1: https://snip.ly/CP1SofB
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to QB Power Hour
00:32 Housekeeping Tips and Resources
01:06 Earning Continuing Professional Education Credit
02:11 Welcome and Introductions
03:54 Overview of QB Power Hour Web Series
04:41 Intuit News and Expense Claims Update
05:50 App Showdown: RAMP vs. Core Pay One
12:04 Spending Platforms and QuickBooks Limitations
19:07 Virtual Cards and Fraud Prevention
27:50 RAMP's Advanced Features and Policies
35:45 Policy Enforcement with AI Agents
37:35 Automating Transactions and QuickBooks Integration
38:41 Ramp's Pricing and Free Features
41:36 Advanced Approval Workflows
42:56 Cashback and Rewards System
47:42 Comparing Ramp and Core Pay Pricing
50:23 QuickBooks Integration Details
56:07 Accountant Partnership and Revenue Sharing
59:06 Final Thoughts and Q&A
Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. We will be joined by our friends at Qbox to take a closer look at how this option works.
Learn About Qbox - https://snip.ly/SOBQBox
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to QB Power Hour Webinar Series
00:28 Housekeeping Tips and Resources
01:02 Earning Continuing Professional Education Credit
02:08 Technical Difficulties and Panelist Introduction
02:49 Client Collaboration in QuickBooks Desktop
05:57 Introduction of Sarah and Her Background
13:19 Intuit News and Pricing Changes
19:14 Working with Clients in QuickBooks Online
26:22 Accountant Tools in QuickBooks Desktop
31:45 The Ping Pong of File Transfers
32:39 Challenges of File Restoration
33:58 Remote Access and Screen Sharing
34:19 Accountant Copy Process
36:57 Web Service for File Transfers
38:55 Issues with Accountant's Copy
41:54 Journal Entries as a Backup
42:47 On-Site Work vs. Cloud Hosting
46:59 Remote Access Solutions
48:46 Introduction to Q Box
49:42 How Q Box Works
55:23 Benefits of Q Box
57:38 Conclusion and Next Steps
Dan and Lynda Artesani discuss the latest rash of Intuit Accountant login hijackings and what ProAdvisors can do to safeguard their logins to protect their client's data.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.
Lynda Artesani and Sarah Prevost join the panel to discuss the differences between QBO and Xero for those that might be looking to add Xero to their suite of supported offerings.
Learn about Xero: https://xero5440.partnerlinks.io/80w3795vt0k0-nx0cim
CPE offered through Earmark. There is no Live CPE for this Webinar, however you can check out the Prior CPE eligible sessions here: https://bit.ly/QBPHCPE
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Matthew "Spot" Fulton and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to Earmark App and Course Enrollment
01:07 Welcome to QB Power Hour Webinar Series
01:42 Today's Topic: Is the Grass Greener at Xero?
02:31 Meet the Guest Speakers: Sarah Prevost and Artesani
04:47 Discussion on QuickBooks and Xero
15:05 Intuit's Changes and Their Impact
25:28 Exploring Xero's Features and Support
36:02 Xero's Bank Feed and Reconciliation
38:02 Discussing Xero Payroll Capabilities
38:46 Reconciliation Process in Xero
41:04 Exploring Xero's User Interface
41:54 Bulk Work and Cash Coding in Xero
43:14 Mobile App Enhancements
43:34 Customizing Chart of Accounts
45:08 Financial Statements and Reporting
47:41 Time Tracking and Project Management
51:03 Find and Recode Tool
53:02 Xero Pricing and User Management
55:31 Xero App Store and Integrations
57:06 Certification and Training for Xero
58:59 Comparing Xero and QuickBooks
01:01:37 Merchant Services and Inventory Management
01:03:43 Final Thoughts and Closing Remarks
Ted McRae - Certified Prompt Specialist will be joining Matt and Dan to overview strategies accounting professionals can utilize in their practice to incorporate AI.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Welcome
01:06 AI in the Accounting Industry
06:06 Housekeeping and Session Details
15:45 Understanding Large Language Models (LLMs)
24:10 Practical Applications of AI in Accounting
32:46 The Cost of Private AI Environments
33:10 Handling Personal Identifiable Information
33:44 AI in Business: Practical Examples
34:21 Different Types of AI
35:24 Generative AI: Creating Content
37:17 Machine Learning: Continuous Improvement
38:23 The Future of AI: Risks and Opportunities
43:33 AI Hallucinations: Understanding the Concept
48:59 Effective Prompting Techniques
51:42 Upcoming AI Cohort and Final Thoughts
Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Greetings
00:24 Overview of Today's Session
01:22 Meet the Hosts
03:11 Technical Announcements and Challenges
05:15 QuickBooks Updates and Features
05:57 Polling Question: QuickBooks Versions
08:19 Client Access Roles in QuickBooks Online
13:09 Migration from Tags to Custom Fields
32:27 Introduction to Automatic Matching Transactions
33:55 Concerns and Caveats of Auto Matching
36:41 Payroll and Tax Payment Enhancements
38:28 Intuit Enterprise Suite Updates
43:22 QuickBooks Desktop Migration Options
52:06 QuickBooks Payments and Revenue Share
01:00:28 Handling Write-Offs in QuickBooks Online
01:06:08 Conclusion and Upcoming Topics
Rachel and Dan discuss making daily sales summaries for entering transactions into Quickbooks. We will also be taking a closer look into a POS system, Lightspeed and how they handle this process.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Course Instructions
01:09 April Fools and Technical Difficulties
01:33 Welcome to QB Power Hour
02:05 Introducing Today's Topic: Daily Sales Summaries
03:05 Meet the Co-Host: Rachel Doci
05:12 Housekeeping and Agenda Overview
06:51 Understanding Daily Sales Summaries
15:35 Setting Up QuickBooks for Daily Sales Summaries
19:07 Integrating Point of Sale Systems
21:24 Best Practices and Common Issues
29:46 Clearing Accounts and Daily Sales Summary
30:45 Manual Entry and Mapping Complexities
31:15 Setting Up Accounts and Items for Daily Sales
34:40 Handling Sales Tax and Reporting Issues
42:05 QuickBooks and Lightspeed Integration
45:10 Lightspeed's Features and Benefits
51:53 Training and Implementation with Lightspeed
54:01 E-commerce Integration and Product Mapping
57:21 Conclusion and Final Thoughts
Matthew and Dan will be talking about how Zapier offers a no-code way to connect applications that don't normally talk to each other.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Welcome
00:21 Meet the Hosts
02:48 Overview of QB Power Hour
04:37 Today's Agenda: Zapier and QuickBooks Integration
05:06 Why Zapier?
07:17 Understanding Zapier Integrations
07:54 Poll Question: Familiarity with Zapier
15:08 Zapier Pricing and Task Accounting
20:27 Triggers and Actions in Zapier
21:35 Types of Triggers and Their Limitations
26:43 Action Steps and Field Types in Zapier
31:01 Advanced Features in Zapier
31:37 Understanding Zapier Icons
31:55 Integrating Zapier with QuickBooks Online
32:28 Setting Up Triggers and Actions in QuickBooks
37:02 Maintaining and Troubleshooting Zaps
41:00 Simple Zap Examples
46:20 Intermediate Zap Examples
51:31 Advanced Zap Examples
54:28 Exploring Zapier's App Directory
01:00:29 Conclusion and Future Topics
Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversations
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to Earmark App and Course Enrollment
01:08 Welcome to QB PowerHour Webinar Series
01:34 Meet the Hosts and Guest Speaker
01:53 Client Conversation Techniques with Cashflow Mike
03:05 Understanding the Client's Perspective
16:06 The Compass Technique and Nudge Pact
35:09 Clearing the Noise: Starting Conversations Right
37:08 Exploring Deeper: Getting to the Root of Issues
39:02 Using the Crowbar Technique
40:04 The Mirror Moment: Solving Problems Through Stories
50:46 Client Conversation Coach in Action
50:52 Interactive Demo: Visualizing Solutions
58:00 Membership and Support: Becoming Part of the Community
01:01:59 Final Thoughts and Upcoming Topics
Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Earn CPE through Earmark: https://bit.ly/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to Earmark App
01:04 Welcome to QB Power Hour
01:50 Super Bowl Excitement
03:29 Today's Agenda and Hosts
07:38 Intuit and QuickBooks News
11:08 AI and Development at Intuit
12:48 QuickBooks Live and TurboTax Live
14:35 Intuit's Ecosystem and Financials
24:09 Combined User Interface Announcement
31:20 QuickBooks Enterprise Pricing Updates
33:56 Terms and Conditions Update
34:44 Enterprise Gold and Platinum Payroll
35:50 Grandfather License for Accountants
37:44 QuickBooks Enterprise vs. Intuit Enterprise Suite
39:27 ProAdvisor Lifetime Discount Changes
40:25 Intuit Enterprise Suite Features
41:43 Challenges with Cloud Access
46:11 Facebook Group for QB Power Users
01:00:39 Modern Reports Feedback
01:04:00 Closing Thoughts and Next Session Preview
Join us for a session of tools to use move QuickBooks Online data to another QBO subscription
CPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPE
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to QB Power Hour
00:25 Earning CPE Credits with Earmark App
01:33 Casual Conversation and Updates
04:13 Discussing QuickBooks Data Migration
06:16 Presenters' Introductions
07:51 Housekeeping and CPE Credit Details
10:43 Considerations for Starting a New Subscription
16:16 Challenges and Solutions in Data Migration
25:58 Using QuickBooks Online Backup Service
29:58 Chronobooks and QuickBooks Online Advanced
30:36 Backup Service Details and Restore Points
31:28 Transactional and List Data Backup
32:32 API Functionality and Data Entitlements
33:09 Payroll Backup and Financial Impact
34:41 Backup and Restore Services Overview
35:52 Challenges with Cloud Backups
43:36 Third-Party Backup Applications
48:15 Import Export Tools and Their Nuances
53:12 Round Tripping: QuickBooks Online to Desktop
56:27 Final Thoughts and Recommendations
Nancy McClelland and Rich Kane join us to chat about ways to make 1099s a part of your monthly client services using Keeper.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and CPE Credit Instructions
01:09 Welcome to 2025 Power Hour
01:56 Meet the Panelists
06:56 CPE Credit Details and Housekeeping
10:28 1099s: An Overview
18:53 1099 NEC and MISC Fundamentals
30:29 1099 Reporting and Payment Methods
33:41 1099K and Reconciliation Challenges
34:42 Extension Options for 1099 Filing
35:47 Meeting the NEC Deadline
37:25 Handling Multiple 1099 NECs
41:10 Excluding Payment Methods for 1099
52:39 IRS 1099 Matching and Notices
55:07 Effective Workflow Habits for 1099 Season
01:04:29 Closing Remarks and Resources
Avalara joins us to discuss when adding Avalara to your QuickBooks Online and how that helps stay in Sales Tax Compliance.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:43 Meet the Hosts: Michelle and Dan
01:04 Sales Tax Discussion Kickoff
01:22 Introducing Avalara Experts
02:44 Challenges with Sales Tax Setup
04:30 Avalara's Role in Simplifying Sales Tax
06:07 Panel Introductions from Avalara
12:42 Davo by Avalara: Automating Sales Tax
23:37 Avalara's Suite of Services
30:38 Address Validation and Tax Jurisdictions
31:47 Integrating Avalara with Business Systems
33:01 Avalara's Partnerships and Integrations
34:13 Handling Complex Tax Scenarios
38:08 Automating 1099 Processing
40:05 Economic Nexus Tracking
43:02 Sales and Use Tax Calculations
46:07 Voluntary Disclosure Agreements
47:18 Davo vs. Avalara for Tax Filing
56:26 Bundling Services and Sales Tax Implications
59:39 Conclusion and Next Steps
Join our webinar on mastering sales tax with QuickBooks Online! Tailored for accountants and small business owners, our guest Alicia Katz-Pollock will guide you through setup, management, and reporting. Discover efficient tracking, identify limitations, and learn workarounds to streamline your finances. Gain confidence with practical insights and expert tips.
Access Alicia's Full course on QBO Sales Tax: http://royl.ws/SalesTax?affiliate=2831794
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to QB Power Hour Webinar
00:56 Welcome and Panel Introduction
01:28 Sales Tax in QuickBooks Online
02:20 Alicia Katz Pollock's Introduction
03:58 Housekeeping and CPE Credits
06:13 Understanding Sales Tax Setup
10:21 Sales Tax Center Overview
23:28 Product and Service Taxability
26:53 Customer Tax Exemptions
29:27 Collecting Sales Tax on Sales Forms
30:44 Understanding Taxability and Location of Sale
31:04 Shipping Information and Overrides
32:27 Automatic Tax Calculation and Overrides
33:15 Sales Tax Before or After Discounts
33:57 Transparency in Tax Calculations
36:03 Sales Tax Center Overview
39:09 Making Sales Tax Payments
43:31 Adjusting Sales Tax Amounts
51:03 Third-Party Sales Tax Solutions
59:49 Upcoming Events and Community Announcements
Fresh off Intuit Connect, Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to QB Power Hour
01:31 Meet the Hosts: Michelle Long and Dan DeLong
05:57 Intuit News and Updates Overview
08:02 Intuit Connect Conference Insights
13:18 Keynote Speakers and Highlights
19:03 Intuit's Future Plans and Announcements
25:45 AI Integration and Business Feed
37:42 Theoretical Future of AI in Accounting
40:42 Automation in Bookkeeping
42:05 The Importance of Client Relationships
46:47 Intuit Enterprise Suite Overview
55:02 Intuit's TurboTax Campaign Controversy
01:08:04 Final Thoughts and Community Feedback
Managing login and Passwords is the bane of our existence these days and Intuit Logins take it to a new level. Matthew Fulton will join Dan to discuss some best practices with Intuit Logins.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Today's Topic
01:13 Welcoming Michelle Back
01:55 Meet the Hosts
03:02 Housekeeping and Resources
04:50 Agenda Overview
06:04 Polling Question: Intuit Logins
09:54 Intuit Products and Services Requiring Logins
17:26 Anatomy of an Intuit Login
24:57 Understanding Personas in QuickBooks Online
31:03 Challenges with Primary Admin Roles
36:10 Managing Payroll Emails
36:46 Understanding QBO Subscriptions and Admin Roles
37:40 Navigating Intuit's CAMP and Account Sites
40:35 Challenges with Intuit Logins
43:15 Best Practices for Managing Logins
53:10 Changing Primary Admin and Email
01:01:17 Final Thoughts and Tips
Rachel Dauchy joins us to discuss some Niche Nuances with E-Commerce Clients. Rachel and Dan have created an E-Commerce Fundamentals course and this QB Power Hour unpacks the high level topics of this online course.
Access the Course for Free 30 day trial here
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Join us for an engaging session on why keeping payroll separate from QBO can enhance your accounting setup. Valerie Heckman from OnPay will discuss how this approach improves security, flexibility, and cost-effectiveness. Discover how distinct systems can simplify troubleshooting and offer specialized payroll solutions.
Handouts and More Resources on today's episode available at: https://www.qbpowerhour.com/09-24-24-dude-where-s-my-payroll
QB Power Hour is a free, biweekly webinar series for accountants and QuickBooks professionals hosted by Michelle Long, CPA, and Dan DeLong.
Watch past webinars at https://www.qbpowerhour.com/blog and register for future ones at https://www.qbpowerhour.com/.
Normally this is the time of year when we discuss what's new in QB Desktop 2025. Believe it or not, there are a few things to mention. Michelle and Dan will chat about these features and ponder the future of QB Desktop
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Matthew Fulton joins us for what looks to be shaping up as a series on Bank Feeds, but we will begin at the end - Reconciliation and look at Best practices when reconciling Bank and Credit Card accounts and discuss some tools that will help make this critical process much smoother.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user FB Group
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to QB Power Hour
00:29 Catching Up with Michelle and Dan
02:35 QBO Updates and New Features
03:51 Meet the Hosts: Michelle and Dan
05:26 Housekeeping and Webinar Details
18:02 ACH Funding Changes Explained
46:22 New Functionalities in QuickBooks
57:36 Conclusion and Farewell
The folks from MakersHub.ai joins us to give us some updates on their platform. What they have been working on and a sneak peak into what's in store for the future. It's a new, simple, and very powerfully robust AP and Receipt Management tool that works bi-directionally with QuickBooks Online AND Desktop.
Learn More about MakersHub here: https://discover.makershub.ai/affiliates/qb-power-hour
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle is off today, so she can spend quality time with her first Grandbaby!! Matthew Fulton and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user FB Group
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Greetings
01:32 Meet the Hosts and Special Guest
03:05 Overview of QB Power Hour
05:43 QuickBooks News and Updates
07:57 QuickBooks Online Pricing Updates
11:58 QuickBooks Desktop Pricing Updates
16:21 QuickBooks Payroll Pricing Updates
20:06 Enterprise and Accountant Pricing Changes
26:50 ProAdvisor Premier Bundle Benefits
27:39 Enhanced Payroll for Accountants
30:05 QuickBooks Time and Payment Changes
33:02 Intuit Workforce Restructuring
36:15 Impact of Layoffs on Employees
41:06 Intuit's Future with AI and Experts
50:13 QuickBooks Online Updates
51:58 Closing Thoughts and Resources
Dan and Michelle will be discussing the Modern View vs the Classic View changes coming to reports updates.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan and Michelle will delve into the challenges posed by traditional accounting practices heavily reliant on manual data entry. We will explore the impact of this drudgery on productivity, job satisfaction, and client relationships. The session aims to set the stage for understanding the necessity of change and the potential benefits that come with embracing digital transformation.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
We'll be discussing the Modern View vs the Classic View changes coming to the Invoice experience updates.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan and Michelle discuss the recent announcements in Intuit's QB Live Offering and unpack the Good, The Bad, and the Ugly.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Charlie and Phong, co-founders of MakersHub.ai joins us to demonstrate a new, simple, and very powerfully robust AP and Receipt Management tool that works bi-directionally with QuickBooks Online AND Desktop
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
RightTool is the Right Tool for Accountants (or even end users) of QBO. Hector Garcia and Mark Corum have been hard at work creating some new updates and they will be joining us to share what they have been working on.
Save $5/mo for the first year on RightTool Pro by using QBPH as the Promo code
Get the extension here
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Marketing your accounting practice is one of the things that distinguish you from others. Dave Young from Wizard of Ads, and Accounting Pro, Brandon Morris join us to talk about their approach to and share their experience on this topic.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Shopify connectors abound!!! Some are in QBO directly, but many others are outside of QuickBooks. Marc Kalman from WeIntegrate is going to join us to share how they are different from the others.
Learn More about WeIntegrate
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss some common questions that occurred in the QB Power user FB Group
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
For those of you that "Love" inventory, Michelle and Dan will be joined by Shawn Coultice from Katana to take a deeper look into their Inventory Management Solution. It just might be something that you'll want to "Be Mine" Happy Valentine's Day!!!
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan will be joined by Business Strategy & Partnership Leader Jessica McCracken and Accountant Segment Leader Ted Callahan from Intuit to discuss some of the recent QB Live Announcements and what you can expect to see for your clients so you and your clients are not surprised. We will also be holding our quarterly Q&A from common posts from the FB Group.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss pricing Advisory services vs. compliance work. Recent offerings in the QB Live space has now brought this conversation to Tax preparers. We'll have a discussion about these new offerings, other low hanging offerings, and what you can do to differentiate yourself in this space.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Start 2024 off right by learning about a remarkable way to have Advisory conversations with your clients in 7 minutes. Mike Milan (Cashflow Mike) will cover his Home Run system that allows you to cover all the bases when having this conversation with your clients.
Use PROMOCODE "POWERHOUR" to save 25% on Cash Flow Mike's Clear Path to Cash Course: https://cashflowmike.com/services/ref/SOBDan/?campaign=QBPH
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss some of the Year End Activities you can perform with your clients and our friends at Keeper show us how you can streamline this process with Keeper.
Learn More about Keeper at https://keeper.app/?via=QBPH
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan and Michelle discuss the takeaways and announcements at this year's QuickBooks Connect.
Blog on Schoolofbookkeeping - https://www.schoolofbookkeeping.com/blog/quickbooks-connect-2023-recap
Black Friday Promotion Save 75% on QBO for 12 months - Ends Dec 4th - https://www.qbpowerhour.com/black-friday
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss the new updates and features in QB Desktop 2024 as well as discussing the New QuickBooks Ledger offering and Quickbooks Bill Pay service.
More Resources on this topic here http://www.qbpowerhour.com/11-07-23-quickbooks-updates-fall-2023
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Tech Author and CPA David Ringstrom who has developed a process of downloading QuickBooks Online Data as local files, and, by using Power Queries in Excel to access and work with that data locally.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss various ways that business track and account for inventory. Some of these workflows can be accomplished in QuickBooks Online natively, but sometimes there are additional workflows where an outside inventory application is needed. Shawn Coultice from Katana will be on hand to help us navigate some of the more complex workflows and how Katana Inventory Management App can help address some of these workflows.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Learn More about Katana and Save 30% at https://psref.katanamrp.com/QBPH
Michelle and Dan discuss how accounting professionals can use AI and ChatGPT within their practice to assist with their clients. We will be joined today with Woodard's Director of Education and Media, Heather Satterley.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss the history of Intuit with AI, the recent announcement of Intuit Assist, and what accounting professionals can do to adjust to this latest development in technology.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Monique Swansen, accounting professional who has specialized in the Cannabis industry since 2014.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss recent posts from the QB Power Users FB Group to provide some clarity and discussion about the most recent developments with Intuit and QuickBooks.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss how accounting professionals can use AI and ChatGPT within their practice to assist with their clients.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Jon Melloy from Practice Protect joins us to discuss the 8 guidelines from the FTC Safeguards deadline and what they means to accounting professionals.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Cat and Keith from Intuit to discuss the Commerce tab in qB Online. What's the history, what's live today, and what's on the horizon for the future.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Nilesh Surana from Fyle to discuss the many challenges that come from managing credit reconciliation and bank feeds for small business and will demonstrate a phenomenal option that is looking at this age old problem with a fresh new look.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss the common (and sometimes uncommon) concerns that can come up when people use QuickBooks Payments to accept credit cards and bank transfers directly inside of QuickBooks.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Don Peterson from DAVO to discuss the how these two companies are teaming up to be able to compile online sales data into QuickBooks so that you can automatically file and remit sales tax payments. Put your sales data AND your tax on autopilot.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan chat's with Intuit Accountant leader Ted Callahan as we unpack some findings in Intuit latest survey of Accountants around their feelings technology in their practices.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Mark Corum (with Hector Garcia in the background) to discuss this powerful tool that accountants and users alike are raving about to make working in QuickBooks even quicker
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss news and updates and current issues from users posted in the QB Power Users Facebook group
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Ryan Embree and Jennie Moore from Ignition to discuss the current state of client engagement and how technology can save you time, money, and avoid "scope creep"
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by accounting pro, Ana Calderon, as she walks us through 12 steps to performing a paid diagnostic in QuickBooks Online as a way to protect the work you do and increase your revenue.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by accounting pro, Rachel Dauchy, and Bookkeep's CEO and co-founder, Jason Richelson to discuss ways to integrate an online sales channel by only using a report.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Autymate CEO, Bryan Perdue, to demonstrate a new way of automating accounting transactions, Autymate Transactions.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan and Michelle unpack some recent questions found in the QB Power Users FaceBook Group where the QB accounting community can help each other.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
A common Year End activity is to manage and work with Fixed Assets and depreciation. Whether you do this task or work with accounting professionals who do, understanding the capabilities of QuickBooks when it comes to this activity is useful. QuickBooks desktop has a built in depreciation calculator, but QuickBooks Online does not. Michelle and Dan are joined by Ash Beetson of nettTracker who shows a way that accounting professionals can record depreciation and much more with nettTracker.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined again by Jenn Gesing from ADP as we discuss the ways that Payroll can fit into your practice without you providing payroll services.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Heather and Liz from the 'Appy Hour who imagined a great "What if?" and created a camp retreat for the accounting community. No one knew what to expect. What we took away from it was something different for everyone. We will review and relive this remarkable event.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined be Trevor Lee of Genius Sheets and Top 100 ProAdvisor Jonathan Bello to discuss using spreadsheets with QB Online.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss the new features in QuickBooks Desktop 2023
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and her son Andrew discuss Year End activities in QuickBooks Online and helping clients prep for taxes.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Dawn Brolin to discuss the dangers of "living in the Bank Feed" when you have a client using the same payment methods across multiple external sales channels , and how Bookkeep can streamline the process for you and your clients.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Carrie Kahn, Intuit's 2021 Partner of the Year in the QSP channel as we discuss the changes that have happened or will soon happen with QB Online.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Carrie Kahn, Intuit's 2021 Partner of the Year in the QSP channel as she discusses her journey and how she adjusts to the ever changing landscape in the accounting community to grow her practice.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan will be joined by the folks at Ignition to take a closer look at what this tool can do for a firm looking to streamline client on-boarding
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Converting to QuickBooks Online from desktop might be new for some, old hat for others, but with renewed vigor, intuit has put a lot of resources into this process. Michelle and Dan will be joined by a panel of Intuit specialists to speak to the conversion process and best practices.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Alicia Katz Pollock, who literal wrote the book on Mastering QuickBooks for Convenience Stores and Gas Stations. We talk through some of the unique situations that occur for this type of industry.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Have you ever wanted to move a client to QB Online, but the feature just doesn't exist, now is you chance to tell Intuit what to work on. In Yun, PM from Intuit QBO Accountant Group will lead us through a session allowing you to to submit feedback on the missing features in QB Online.
You can submit your own feedback here
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss how Sales Tax works in QuickBooks Desktop and Online and are joined by our friends at Avalara to discuss some of the oddball sales tax laws and how they can help you stay on top of them for your clients.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss some of the initiative that are live or coming very soon to QuickBooks Online
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Carrie Kahn, Intuit's 2021 Partner of the Year in the QSP channel as she discusses her journey and how she leverages partnerships to grow her practice.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Blake Oliver and Daniel Gertrudes to discuss the latest Tech Trends in the accounting industry. Brought to you by Relay
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Josh Lance from Practice Ignition to discuss how firms can craft, sell, and automate advisory services.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined again be Rob Chandler and Jessica Rickard as they explain what Path by Simplex is doing to be able help Accounting professionals take their practice to Advisory services.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Jason Richelson from Bookkeep to discus the Good, The Bad, and the Ugly of Accounting Integrations.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined with Rob Chandler to discuss obstacles the accounting professionals have to overcome to offer advisory services to their clients.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined again by Jenn Gesing from ADP as we cover some of the built in checklists and workflows that allow you to create custom checklists for you to be ble to help your clients before Year End to make that a smooth process
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Lief Linden, Sr. Program Manager for QuickBooks Payroll to discuss the QuickBooks Payroll offerings and the transition plan for Intuit Online Payroll service to QuickBook online payroll ecosystem.
Learn each version of QBO Payroll at https://www.schoolofbookkeeping.com
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Intuit Online Payroll is being discontinued. When events like this happen, sometimes it causes people to re-evaluate their portfolio of services. If you are looking for another Payroll service provider, ADP just might be a viable option. Jen Gesing of ADP will join Michelle and Dan to talk about how some accounting firms are partnering with ADP to offer a wide spectrum of payroll offerings.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this webinar, Michelle and Dan will discuss the changes in Users and Roles so you can set up security boundaries to ensure proper access.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Accountant Leader Ted Callahan and host of others from Intuit as we discuss the new features in QuickBooks Desktop 2022.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Randall Horn and Erick Eidus. Randy sells games on Amazon where Erick manufactures a product and has Amazon fulfill it. Both have unique circumstances in their businesses in order to work with Amazon as a marketplace.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Gita Faust. Gita is an accounting professional who specializes in Real Estate accounting, and she has even created some apps to assist with her day to day work. Gita has written books and course on multiple topics in Real Estate. She is joining us to discuss some of the of the unique circumstances that Flippers and Investors face and how those challenges can be addressed within QuickBooks.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this webinar, Hector Garcia will be joining us to take a deeper dive into the Performance Center and the NEW Report Builder. These "drool-worthy" reporting tools are sure to give you some powerful insights for your firm that you can then use to bring value to your clients.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined again by Yoseph West who helps us discuss some of the struggles Small Businesses have with Accounts Payable Functions and how Relay can help.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined with Rob Chandler to discuss a new way to collaborate with your clients and bring advisory services without being an expert.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Heather Satterley. Heather is an accounting professional who has dove head first into Zapier and how she can use it with her clients and her firm to speed up onboarding and automate some tasks..
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this webinar, Michelle and Dan will discuss how to use QBO Advanced features to import invoices or enter batch transactions into QBO.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this webinar, Michelle and Dan will be joined by Chris Farrell and Allison Ball to discuss ways to communicate with your clients in a timely fashion.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this webinar, Michelle and Dan will be joined by Gita Faust who specializes in Real Estate accounting and will be talking about some best practices around working with Real Estate rental clients and some set up pointers.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this webinar, Michelle and Dan will take a deeper dive into Tasks and Workflows as a way to build automation within your books for your firm and how that can be a timesaver and efficiency with your clients.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Megan Tarnow and Leslie Johnson. Megan is an accounting professional who specializes in non profit accounting, and Leslie is the Executive Director of Gray Wolf Publishing. Both are joining us to discuss some of the of the unique circumstances that non profits face and how those challenges can be addressed within QuickBooks.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this webinar, we will explore safeguarding your data with backup in QuickBooks desktop and online and will be joined by Nichole Dyer from Rewind to demonstrate their online backup solution.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
In this webinar, Matt Fulton of Parkway Business Solutions will be joining us to take a deeper dive into Custom Fields in QBO Advanced and how Accounting firms can utilize them to enhanced their efficiencies in their Firm's Books
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Getting your clients to respond to your requests in a way that creates a delightful experience is a win -win situation for your practice. Michelle and Dan are joined by Chris Farrell and Alison Ball from Liscio to discuss ways to work with clients regardless of what program you are using.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan will be joined by Jason Pelland, Director of maWebCenters to cover an affiliate program that will all you to leverage a suite of turnkey B2B services with that Accountants and Bookkeepers can recommend as part of their advisory services they offer.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan will be joined by Intuit to discuss the QBO Advanced features coming into QBOA Your Books
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined with Mike Milan to discuss a new way to collaborate with your clients and bring advisory services without being an expert.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
NOTE: We were experiencing technical difficulties with Michelle's connection during the webinar so bear in mind it cuts in and out throughout the webinar
Michelle and Dan will cover a few common mistakes made in QuickBooks and how to address them.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Welcome to 2021 (more importantly, GOODBYE 2020!!! Michelle and Dan have a great panel discussion with Yoseph West from Relay Financial , Ryan Embree from Practice Ignition, and Ian Vacin from Karbon on a Playbook for 2021 Growth for Cloud Accountants. We cover some of the highlights of the project and speak to some of the topics you can access in this resource for your growing practice.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan and Michelle will be highlighting some features to make your clients end of the year not seem like the end of the world!!
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan and Michelle are by Dave Young, a Partner in Wizard of Ads where we discuss how Accountants and Bookkeepers create characters and tell a story to market their practice.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan, along with Matt and Lynda, (subbing for Michelle) are joined by David Leary from Melio as we discuss how businesses Send and Receive Money and how Melio can help businesses and accounting firms simplify and schedule this process.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan, along with Matt and Lynda, (subbing for Michelle) are joined by Yoseph West from Relay as we discuss the state of the Banking industry, the challenges that arise for the accounting industry, and how QuickBooks Cash and Relay Financial can address some of those challenges
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
Dan is joined by Matthew Fulton and Carrie Kahn to cover the new and improved features in QuickBooks Desktop 2021
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/webinararchive.html
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Hector Garcia and Matthew Fulton to give some insights into the PPP process and tracking that in QuickBooks Desktop and Online.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/webinararchive.html
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss Desktop Data Integrity and best practices to convert to QB Online
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/webinararchive.html
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan discuss Special Accounts and the functionality tied to them.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/webinararchive.html
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Carolyn Bao as she takes a look back on the history of QBO Advanced and gives some coming insights into what is to come.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/webinararchive.html
Register for upcoming webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Bryan Canavan - Legal Professional and Lynda Artesani - Accounting Professional to discuss the Legal Industry and what unique aspects that Industry has in that niche, and how to overcome them to become an advisory professional to your clients.
Watch the video replay of the webinar here
Watch or listen to all of the QB Power Hours here.
Register for upcoming webinars here
Michelle and Dan are joined but a panel of Industry experts where we discuss how QBO Advanced has assisted them to help their clients save time and money
You can watch the video replay of the webinar Here
Register for live webinars at https://www.qbpowerhour.com/
Michelle and Dan are joined by Webgility where they will talk about how their solution can simplify accounting in QuickBooks when you add on the complexities of e-Commerce.
The video replay is located here
Michelle and Dan are joined by Erin Walsh Dyer to cover all that QBO Advanced can do.How can you address some of the "new normal" complexities in today's business environment , and still provide a value added service to your clients.
Watch the video replay here
Michelle and Dan discuss some new "Accountant Only" tools in QBO to help you be more efficient
The video replay of the webinar is located here
**Mario Nowogrodzki joins Dan and Michelle to talk about how as a valued member of your clients team you can help guide your clients through the next 6 months while bringing valuable finance and operational benefits to their business
You can view the Live Webinar here Register for upcoming webinars here**
Michelle and Dan are joined by William English as he gives his perspectives on this industry and how you can become a valued advisor if this is a Niche you are interested in pursuing.
The video replay can be viewed here
Michelle and Dan talk about the Bank Feeds in QB Desktop and Online and how you can work with them to increase your and your client's efficiency.
The video replay and transcript of the webinar is available here
Dan and Michelle are joined by Matt Lammond of Avalara to talk about Sales Tax in QB Desktop and Online and how Avalara can help when you have a client with tricky sales tax issue.
Video Recording of the live webinar is available here
Michelle and Dan talk about entering multiple transactions into QB Desktop and Online and are joined by Val Holzer and Michelle Harris from Transaction Pro to demonstrate how you can import transactions easily in QuickBooks.
Video Replay is located here
Dan and Michelle are joined by Veronica Wasek who decided to specialize in e-Commerce over a year ago. She shares here experiences and learnings of the unique business needs of these types of businesses.
Video replay of this webinar is here
Dan and Michelle discuss common situations and how to fix them in QB Online and Desktop
The video replay can be reviewed here
Michelle and Dan are joined by Kristen Cooper, Product Manager for QBO to discuss Tagging and Business View, two upcoming features in QBO.
Video Webinar is located here
Michelle and Dan discuss the important and automating some of the processes in your practice and look into one option to be able to do that across all your clients with ReceiptBank
You can watch the recorded webinar here
Michelle and Dan talk about recommendations for you and your practice that you could take in 2020.
Video webinar replay can be found by clicking here
Michelle and Dan sit down and talk accounting nuances for Non Profits with Mara Mann, a CPA and Auditor who has spent her life's work helping non profits, teaching non profit accounting, and spearheading her own non-profit. Her expertise brings insights into the unique business needs of a nonprofit business and how those needs can be handled in QuickBooks.
Replay of the Live Webinar
https://register.gotowebinar.com/recording/273219143370735373
Dan talks with Stephanie Cho - Intuit Marketing Manager about the new QBO Payroll lineup of offerings, when those features will roll out, pricing and roadmap for payroll in the future.
Michelle and Dan are joined by Heather Satterley as they relive and review their take on the announcements and events of the QB Connect conference
Michelle and Dan discuss preparing your client's books for year end in both QuickBooks Online and Desktop versions.
Dan chats with his friend and Wizard of Ads, David Young. as they discuss personality types (and why that's important to your marketing) as well as how to leverage your knowledge to create topics of content to engage with your clientele or audience.
Dave's Website - www.shortcutcontent.com
In Today's podcast, Michelle and Dan talk about some best practices for running reports in QuickBooks Online and Desktop.
Michelle and Dan discuss time saving tools for the accountant user in QuickBooks Desktop and Online
Watch the replay of the webinar on YouTube https://www.youtube.com/watch?v=YFQ_TwP7iHc
Michelle Long and Dan DeLong discuss creating videos to promote your bookkeeping practice
Today's Episode we are joined by Bryan and Brad from Autymate. They will discuss and demonstrate a new groundbreaking application that can combine and synchronize 160 systems. This is a game changer in the app space and we are thrilled they could join us today and share it with you first.
For more information on Autymate, go to www.autymate.com
Dan spends some time talking with Tonya Schulte, an accounting professional who has built her entire practice around the Construction Industry. She talks about the unique business needs and some of the apps that help her help her clients in that industry
Michelle and Dan take a deep dive into QuickBooks Online and Desktop to show the powerful tools you can use as an accountant to help you reconcile your client's bank and credit card accounts
This is an audio broadcast of the QB Power Hour webinar September 5, 2019
Michelle and Dan discuss the benefits and features accepting payments through QB Payments. Customer get paid faster, and you have less work to do.