Advertise on podcast: QB Power Hour Podcast

LLMs are brilliant, until they are not. One day you get a clean, confident answer, the next day you get a hallucination with the energy of a toddler holding a Sharpie. In Become a Promptologist with Knitwit, we will break down the real-world challenges firms run into when using different large language models, like inconsistent tone, missing context, conflicting answers, and outputs that look impressive but fall apart the second you try to use them in a workflow. Then we will show how Knitwit can stitch together responses across multiple LLMs to help you build custom prompts and repeatable outputs that actually fit your firm, your clients, and your standards. You will leave with a clearer way to test prompts, compare model behavior, and turn “AI experiments” into something you can confidently use again and again. What we will cover -The most common ways LLMs go sideways (and why it happens) -How different models can answer the same prompt in wildly different ways -A practical method for evaluating outputs, not just vibes -How Knitwit stitches responses together to create stronger, more reliable prompts -Examples of custom prompt and output “recipes” you can adapt for your firm Who it is for Firm owners, managers, and team members who want better AI results without spending their whole week prompt-tweaking like it is a full-time job. 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. 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. This session will center around Intuit Enterprise Suite (IES) updates from Hector Garcia, along with the latest conversations happening in the Facebook group and any QuickBooks or Intuit changes worth your attention. We’ll keep it loose, practical, and interactive: Answering real questions from real users Breaking down IES, QuickBooks, and Intuit updates (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 Sharrin 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/

If you have been doing QuickBooks Desktop migrations for a while, you already know the hardest part is not the button clicks. It is the surprises. This webinar is a straight-shooting update for accounting pros on what is changing with Desktop migrations, what is getting messier, and what you should be watching before you promise a timeline or a fixed fee. Then we will walk through D2OMRI, the Desktop to Online Migration Readiness Indicator, a quick utility you can use to size up a Desktop file fast. The goal is simple, catch the red flags early, pick the right approach, and turn a vague “we will figure it out” into a real plan you can explain to a client without sweating later. 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. Learn about the Desktop Readiness Inspector: https://www.schoolofbookkeeping.com/quickbooks-conversion 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/

Most accounting firms don't have a bookkeeping problem. They have a workflow problem. Tasks fall through the cracks, client requests get buried in emails, team members aren't sure who owns what, and suddenly you're spending more time managing work than actually doing it. In this QB Power Hour, we're comparing two popular practice management solutions—Client Hub and Method CRM—and exploring how each can help accounting firms streamline operations, improve client communication, and create more scalable workflows. We'll cover: What practice management software should actually solve The strengths and limitations of Client Hub and Method CRM How each platform approaches workflows, tasks, and client communication Which firms may be a better fit for each solution Real-world examples of how accountants are using these tools today Join Dan, Sharrin, and special guest Yousif as they share practical insights, live demonstrations, and honest perspectives on what it takes to build a more efficient firm. Because the best practice management software isn't necessarily the one with the most features. It's the one your team will actually use. 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/

A prospect asks what you charge, and you freeze. You quote a number that feels about right, then spend the whole engagement watching the clock and quietly hoping the hours work out. The truth is that billing by the hour caps what you earn and punishes you for getting faster and better at your job. The more efficient you get, the less you make. That math is broken. In this QB Power Hour, we're breaking up with the hourly model and showing you what to do instead. We'll cover: Why hourly quietly puts a ceiling on your income and your timeHow to move to fixed and value based pricing without guessingScoping and pricing the messy stuff, like cleanup, when you can't see the bottom yetSetting a confident number and what to say when a client pushes back on itThe goal isn't to charge more for the sake of it. It's to get paid for the value you deliver instead of the minutes you log. Show up with the service you never know how to price. Leave knowing how to quote it without flinching. 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. 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's talking about AI in accounting. But how many people have actually watched it work in real time, on real tasks, with no safety net? In this Beyond Bookkeeping session, we're putting AI to the live test with actual bookkeeping scenarios and letting you see exactly what happens. The good, the impressive, and the moments where the human absolutely still wins. We'll dig into: What AI handles surprisingly well in an accounting workflow Where it stumbles, oversimplifies, or just gets it wrong What "the human in the loop" actually looks like in practice How to think about AI as a tool you direct, not a replacement you fear If you've been curious about AI but not sure what to believe, this session will give you a real, unscripted look at what it can and can't do. Because the question isn't really People vs Robots. It's knowing which jobs belong to which. 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 “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) handleJob costing strategies for contractors and field service businessesTracking equipment and assets tied to specific jobsInventory considerations for specialized tradesWhen 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