Explore every episode of the podcast QB Power Hour Podcast
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Title
Pub. Date
Duration
Securing Your Intuit Login [9.30.25]
04 Oct 2025
01:00:27
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.
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
QuickBooks Rev Share Options [9.16.25]
19 Sep 2025
00:51:42
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.
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
Closing Conversion Gaps:QuickBooks Desktop to Online with Method
06 Sep 2025
00:57:44
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.
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.
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
Moving Desktop to Online - Latest Updates [08.19.25]
23 Aug 2025
01:01:25
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.
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
08.05.25 - Intuit/QB Updates and FB Group Post Q&A
06 Aug 2025
01:00:49
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.
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
App Showdown - All in One Spend Management:Ramp vs. Corpay One
23 Jul 2025
01:02:49
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.
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
Client Collaboration: Accessing QuickBooks Client Data
08 Jul 2025
00:57:41
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.
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.
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
Login Vulnerabilities and QB Pricing Updates [5.27.25]
29 May 2025
01:02:56
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.
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.
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
Behind on AI Adoption? Because the Second Best Time to Start is Today!
29 Apr 2025
00:59:50
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
Intuit/QB Updates and FB Group Post Q&A
15 Apr 2025
01:07:30
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
Daily Sales Summaries and LightSpeed QB Integration
01 Apr 2025
01:00:11
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
Bug, Glitch, or User Error?
18 Mar 2025
01:01:06
Bridging the Apps
04 Mar 2025
01:03:14
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
Client Conversation Coach
18 Feb 2025
01:02:54
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
Intuit News and Facebook Group Q&A
05 Feb 2025
01:05:22
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.
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
01.21.2025 - Best Practices for Transferring QB Data
21 Jan 2025
01:02:14
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
I Got 1099 Problems But a Workflow Ain't One
07 Jan 2025
01:06:29
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.
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
Sales Tax Limitations in QuickBooks Online - When to Turn to Avalara
04 Dec 2024
01:00:30
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.
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
11.19.24 - Sales Tax in QuickBooks Online
19 Nov 2024
01:04:14
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.
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.
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
Intuit News and Updates - 11.05.24
06 Nov 2024
01:15:06
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.
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 Intuit Logins
22 Oct 2024
01:04:24
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.
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
10.8.24 - E-Commerce Fundamentals
08 Oct 2024
00:57:18
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.
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.
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.
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.
08.27.2024 - Reconciliation Best Practices and Tips
28 Aug 2024
00:59:26
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.
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.
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
07.30.24 - MakersHub Platform Updates
05 Aug 2024
00:58:26
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.
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.
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.
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
Modern Report View Updates in QuickBooks Online
02 Jul 2024
01:00:28
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.
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.
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.
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.
04.23.24 MakersHub: Making AP Unbelievably Enjoyable
23 Apr 2024
00:54:39
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.
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
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.
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/
03.13.24 - Shopify Connectors - Which to Choose? w/ Guest WeIntegrate
13 Mar 2024
01:01:56
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.
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.
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.
02.13.24 Inventory Management - Deep Dive into Katana
13 Feb 2024
00:59:37
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/
01.31.2024 - QB Live Updates with Intuit
30 Jan 2024
00:56:01
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.
1.16.24 - Compliance vs. Advisory - A Pricing Conversation
25 Jan 2024
00:50:12
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.
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.
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.
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.
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.
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.
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.
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.
10.24.23 - Downloading and Working with QBO Data with Power Query
24 Oct 2023
01:00:00
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.
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.
Using AI and ChatGPT in Accounting Pt. 2 w/ guest Heather Satterley
26 Sep 2023
01:00:05
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.
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.
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.