Advertise on podcast: QB Power Hour Podcast

Changes are coming to QBOA, and it's more than a name change. Intuit Accountant Suite will have some Core Functionality changes and as well as a name change. Sharrin and I will break down these changes in this webinar. 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 Housekeeping 01:53 Welcome and Announcements 05:05 Intuit Accountant Suite Overview 06:24 QuickBooks Desktop Pricing Changes 08:31 Email Scams and Security Tips 18:16 ProAdvisor Program Updates 24:08 Intuit Accountant Suite Details 30:39 Introduction to QuickBooks Online Accountant Suite 31:19 Opting In and Out of Accelerate 32:02 User Interface Redesign 32:29 New Dashboard and Navigation Features 33:49 Changes in Client Management 35:22 Team Management and Service Delivery 37:26 Books Review and Books Close Features 51:32 Client Insights in Accelerate 56:34 Future Features and Final Thoughts

Rich Kane CPA will join us to recap the 1099 filing capabilities in QuickBooks and Avalara will be joining us to share how their solution can augment and streamline the filing 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 Housekeeping 01:03 Earning Continuing Professional Education Credit 02:09 Welcome and Today's Topic Overview 02:53 Meet the Hosts and Guests 05:53 Avalara's Role in 1099 Compliance 07:20 QuickBooks Desktop Pricing Changes 13:23 Understanding 1099 Forms and Compliance 30:43 Tax Return Tips and 1099 Reporting 31:07 Year-End Check Writing and Mismatches 32:35 Discussion on 1099-K and Marketplaces 34:17 New W-9 Form and IRS Changes 39:33 1099 Extensions and Penalties 41:02 Best Practices for 1099 Preparation 45:56 QuickBooks and Avalara Integration 50:48 Avalara 1099 Solution Overview 57:53 Final Thoughts and Next Steps

If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller! Learn More about Autymate here:https://snip.ly/QBPHAUTY 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 Event Kickoff 00:52 Meet the Hosts and Guest Speaker 03:20 Overview of Today's Agenda 04:40 Poll Question and Intuit News 06:11 The Role of AI in Accounting 17:21 Challenges and Opportunities in the Accounting Industry 33:01 Automate: A Solution for Accountants 37:59 Introduction to the Exciting New Platform 38:07 Incorporating Bestselling Books into Business Strategies 38:26 The Five Pillars of Business and AI Integration 39:05 Simplifying Business Management with AI 39:25 Free Gift and Upcoming Features 40:54 Connecting to Multiple Systems 41:24 Creating a Single Pane of Glass for Clients 42:19 Expanding Advisory Services Beyond Financials 44:13 Interactive Tutorials and Dashboard Overview 50:55 Creating and Assigning Strategies 51:45 Gamification and Client Accountability 01:02:49 Pricing and Value Proposition 01:06:08 Final Thoughts and Next Steps

Celebrate Thanksgiving with us as we share the QuickBooks 2025 features we’re most thankful for! Join our live webinar to explore new tools and tips that make your bookkeeping easier all year long. 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 Thanksgiving Week 01:47 QuickBooks Features We Love 02:43 Intuit and OpenAI Partnership 03:52 ChatGPT Integration Concerns 05:42 AI in QuickBooks: Potential and Challenges 20:54 Payroll Corrections and QBO Payroll 23:03 Amazon Business Integration 28:22 Mapping Items from Square to QuickBooks 29:06 Integrations Overview in QuickBooks Online 30:23 Customizing QuickBooks Navigation 37:08 Bulk Editing Features in QuickBooks 43:04 Desktop to QuickBooks Online Migration 50:05 Final Thoughts and Upcoming Features

Give it to me straight, Doc. Is QB desktop dead, dying, or in hospice? We will be joined by Marjorie Adams, a longtime supporter of the QB Desktop lineup has developed Fourlane CX, an online portal into the customer workflows of QB Desktop which will allow your desktop clients who are happy with QB desktop, but unhappy with the pricing increases, to make the most of their QB Desktop subscription while providing Online access to their sales team. Replays and More resources on this webinar: https://www.qbpowerhour.com/25%20-%20the%20state%20of%20qb%20desktop 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 Housekeeping 00:51 Earning Continuing Professional Education Credit 01:56 Technical Difficulties and Casual Banter 03:13 Introduction to Today's Topic: State of QuickBooks Desktop 04:36 Guest Introduction: Marjorie Adams from Fourlane 06:59 Discussion on QuickBooks Desktop vs. QuickBooks Online 13:14 Intuit News and Updates 20:44 State of QuickBooks Desktop 31:48 Intuit Enterprise Suite 33:20 The Undervalued Market Spot 34:06 Intuit's Enterprise Suite and Naming Challenges 36:51 QuickBooks Desktop vs. Intuit Enterprise Suite 39:13 Transitioning to Cloud Solutions 40:18 Challenges and Solutions for Hosting QuickBooks 43:28 Custom Applications and Client Solutions 46:00 Introducing the Web-Based Product 47:53 Features and Benefits of the New Product 50:39 Cost Efficiency and Licensing 01:00:30 Final Thoughts and Future Discussions

Time is one thing we don't get more of. We'll discuss our favorite essential tech tools and strategies that help accountants streamline tasks, boost productivity, and reclaim valuable time each day. 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 the replay and other links mentioned during the webianr here: http://www.qbpowerhour.com/10-14-25-time-saving-tech-solutions-for-accountants  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 Housekeeping 00:23 Earning Continuing Professional Education Credit 01:30 Technical Difficulties and Casual Banter 02:10 Welcome to QB Power Hour 02:14 Time-Saving Tech Solutions for Accountants 02:39 Meet the Hosts: Dan and Sharrin 04:31 CPE and Resources Information 05:22 Intuit Enterprise Suite Update 15:39 The Eisenhower Matrix and Time Management 20:31 Cloning and Conquering: Automation and AI 25:32 Centra: AI Employees for Efficiency 34:39 Inbox Zero Methodology 35:25 Feedback on Email System Integration 37:03 Google Workspace Backup Tips 37:39 Automated Email Drafting and Customization 43:29 Scribe for Workflow Documentation 48:07 Motion: The Ultimate Productivity Tool 54:25 Anchor: Proposal to Payment Automation 59:50 Closing Remarks and Upcoming Events

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. 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 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

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. 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 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

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. Learn More about Method:https://snip.ly/Method 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 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

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. Watch the video replay and other resources for this episode at: https://www.qbpowerhour.com/08-19-25-moving-quickbooks-desktop-to-online-latest-updates 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 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

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. 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 01:00 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

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. Earn CPE through Earmark: https://bit.ly/QBPHCPE Learn about Ramp: https://snip.ly/RAMPSOFB Learn about Corpay1: https://snip.ly/CP1SofB 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 00:32 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

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/SOBQBox 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 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

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/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/

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. 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 01:07 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