QB Power Hour Podcast

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/SOBQBoxQB 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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction to QB Power Hour Webinar Series00:28 Housekeeping Tips and Resources01:02 Earning Continuing Professional Education Credit02:08 Technical Difficulties and Panelist Introduction02:49 Client Collaboration in QuickBooks Desktop05:57 Introduction of Sarah and Her Background13:19 Intuit News and Pricing Changes19:

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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister 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-nx0cimCPE 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 Enrollment01:07 Welcome to QB

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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Welcome01:06 AI in the Accounting Industry06:06 Housekeeping and Session Details15:45 Understanding Large Language Models (LLMs)24:10 Practical Applications of AI in Accounting32:46 The Cost of Private AI Environments33:10 Handling Personal Identifiable Information33:44 AI in Business: Practical Examples34:21 Different Types of AI35:24 Generative AI: Creating Content37:17 Machine

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 GroupQB 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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Greetings00:24 Overview of Today's Session01:22 Meet the Hosts03:11 Technical Announcements and Challenges05:15 QuickBooks Updates and Features05:57 Polling Question: QuickBooks Versions08:19 Client Access Roles in QuickBooks Online1

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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Course Instructions01:09 April Fools and Technical Difficulties01:33 Welcome to QB Power Hour02:05 Introducing Today's Topic: Daily Sales Summaries03:05 Meet the Co-Host: Rachel Doci05:12 Housekeeping and Agenda Overview06:51 Understanding Daily Sales Summaries15:35 Setting Up QuickBooks for Daily Sales Summaries19:07 Integrating Point of Sale Sy

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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Welcome00:21 Meet the Hosts02:48 Overview of QB Power Hour04:37 Today's Agenda: Zapier and QuickBooks Integration05:06 Why Zapier?07:17 Understanding Zapier Integrations07:54 Poll Question: Familiarity with Zapier15:08 Zapier Pricing and Task Accounting20:27 Triggers and Actions in Zapier21:35 Types of Triggers and Their Limitations26:43 Action Steps and Field Types in Zapier31:01 Advanced Features in

Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversationsQB 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 Enrollment01:08 Welcome to QB PowerHour Webinar Series01:34 Meet the Hosts and Guest Speaker01:53 Client Conversation Techniques with Cashflow Mike03:05 Understanding the Client's Perspective16:06 The Compass Technique and Nudge Pact35:09 Clearing the Noise: Starting Conversations Right37:08 Exploring Deeper: Getting to the Root of Issues39:02 Using the Crowbar Technique40:

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 GroupQB 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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction to Earmark App01:04 Welcome to QB Power Hour01:50 Super Bowl Excitement03:29 Today's Agenda and Hosts07:38 Intuit and QuickBooks News11:08 AI and Development at Intuit12:48 QuickBooks Live and TurboTax Live14:35 Intuit's Ecosyste

Join us for a session of tools to use move QuickBooks Online data to another QBO subscriptionCPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPEQB 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 Hour00:25 Earning CPE Credits with Earmark App01:33 Casual Conversation and Updates04:13 Discussing QuickBooks Data Migration06:16 Presenters' Introductions07:51 Housekeeping and CPE Credit Details10:43 Considerations for Starting a New Subscription16:16 Challenges and Solutions in Data Migration25:58 Using QuickBooks Online Backup Service29:58 Chronobooks and QuickBooks Online Advanced30:36 Backup Servi

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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and CPE Credit Instructions01:09 Welcome to 2025 Power Hour01:56 Meet the Panelists06:56 CPE Credit Details and Housekeeping10:28 1099s: An Overview18:53 1099 NEC and MISC Fundamentals30:29 1099 Reporting and Payment Methods33:41 1099K and Reconciliation Challenges34:42 Extension Options for 1099 Filing35:47 Meeting the NEC Deadline37:25 Handling Multiple 1099 NECs41:10 Excluding Payment Methods for 109952:39 IRS 1099 Matching and Notices55:07 Effective Workflow Habits

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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:43 Meet the Hosts: Michelle and Dan01:04 Sales Tax Discussion Kickoff01:22 Introducing Avalara Experts02:44 Challenges with Sales Tax Setup04:30 Avalara's Role in Simplifying Sales Tax06:07 Panel Introductions from Avalara12:42 Davo by Avalara: Automating Sales Tax23:37 Avalara's Suite of Services30:38 Address Validation and Tax Jurisdictions31:47 Integrating Avalara with Business Systems33:01 Avalara's Partnerships and Integrations34:13 Handling Complex Tax Scenarios38:0

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=2831794QB 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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction to QB Power Hour Webinar00:56 Welcome and Panel Introduction01:28 Sales Tax in QuickBooks Online02:20 Alicia Katz Pollock's Introduction03:

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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction to QB Power Hour01:31 Meet the Hosts: Michelle Long and Dan DeLong05:57 Intuit News and Updates Overview08:02 Intuit Connect Conference Insights13:18 Keynote Speakers and Highlights19:03 Intuit's Future Plans and Announcements25:45 AI Integration and Business Feed37:42 Theoretical Future of AI in Accounting40:42 Automation in Bookkeeping42:05 The Im

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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Today's Topic01:13 Welcoming Michelle Back01:55 Meet the Hosts03:02 Housekeeping and Resources04:50 Agenda Overview06:04 Polling Question: Intuit Logins09:54 Intuit Products and Services Requiring Logins17:26 Anatomy of an Intuit Login24:57 Understanding Personas in QuickBooks Online31:03 Challenges with Primary Admin Roles36:10 Managing Payroll Emails36:46 Understanding QBO Subscriptions and Ad

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/blogRegister 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 DesktopQB 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/blogRegister 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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/