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

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

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/

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

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/

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.

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/

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/.

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/

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/

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/