QB Power Hour Podcast – Details, episodes & analysis

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/

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/

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