QB Power Hour Podcast

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 Power Hour Webinar Series01:42 Today's Topic: Is the Grass Greener at Xero?02:31 Meet the Guest Speakers: Sarah Prevost and   Artesani04:47 Discussion on QuickBooks and Xero15:05 Intuit's Changes and Their Impact25:28 Exploring Xero's Features and Support36:02 Xero's Bank Feed and Reconciliation38:02 Discussing Xero Payroll Capabilities38:46 Reconciliation Process in Xero41:04 Exploring Xero's User Interface41:54 Bulk Work and Cash Coding in Xero43:14 Mobile App Enhancements43:34 Customizing Chart of Accounts45:08 Financial Statements and Reporting47:41 Time Tracking and Project Management51:03 Find and Recode Tool53:02 Xero Pricing and User Management55:31 Xero App Store and Integrations57:06 Certification and Training for Xero58:59 Comparing Xero and QuickBooks01:01:37 Merchant Services and Inventory Management01:03:43 Final Thoughts and Closing Remarks

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 Learning: Continuous Improvement38:23 The Future of AI: Risks and Opportunities43:33 AI Hallucinations: Understanding the Concept48:59 Effective Prompting Techniques51:42 Upcoming AI Cohort and Final Thoughts

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 Online13:09 Migration from Tags to Custom Fields32:27 Introduction to Automatic Matching Transactions33:55 Concerns and Caveats of Auto Matching36:41 Payroll and Tax Payment Enhancements38:28 Intuit Enterprise Suite Updates43:22 QuickBooks Desktop Migration Options52:06 QuickBooks Payments and Revenue Share01:00:28 Handling Write-Offs in QuickBooks Online01:06:08 Conclusion and Upcoming Topics

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 Systems21:24 Best Practices and Common Issues29:46 Clearing Accounts and Daily Sales Summary30:45 Manual Entry and Mapping Complexities31:15 Setting Up Accounts and Items for Daily Sales34:40 Handling Sales Tax and Reporting Issues42:05 QuickBooks and Lightspeed Integration45:10 Lightspeed's Features and Benefits51:53 Training and Implementation with Lightspeed54:01 E-commerce Integration and Product Mapping57:21 Conclusion and Final Thoughts

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 Zapier31:37 Understanding Zapier Icons31:55 Integrating Zapier with QuickBooks Online32:28 Setting Up Triggers and Actions in QuickBooks37:02 Maintaining and Troubleshooting Zaps41:00 Simple Zap Examples46:20 Intermediate Zap Examples51:31 Advanced Zap Examples54:28 Exploring Zapier's App Directory01:00:29 Conclusion and Future Topics

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 Technique40:04 The Mirror Moment: Solving Problems Through Stories50:46 Client Conversation Coach in Action50:52 Interactive Demo: Visualizing Solutions58:00 Membership and Support: Becoming Part of the Community01:01:59 Final Thoughts and Upcoming Topics

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 Ecosystem and Financials24:09 Combined User Interface Announcement31:20 QuickBooks Enterprise Pricing Updates33:56 Terms and Conditions Update34:44 Enterprise Gold and Platinum Payroll35:50 Grandfather License for Accountants37:44 QuickBooks Enterprise vs. Intuit Enterprise Suite39:27 ProAdvisor Lifetime Discount Changes40:25 Intuit Enterprise Suite Features41:43 Challenges with Cloud Access46:11 Facebook Group for QB Power Users01:00:39 Modern Reports Feedback01:04:00 Closing Thoughts and Next Session Preview

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 Service Details and Restore Points31:28 Transactional and List Data Backup32:32 API Functionality and Data Entitlements33:09 Payroll Backup and Financial Impact34:41 Backup and Restore Services Overview35:52 Challenges with Cloud Backups43:36 Third-Party Backup Applications48:15 Import Export Tools and Their Nuances53:12 Round Tripping: QuickBooks Online to Desktop56:27 Final Thoughts and Recommendations

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 for 1099 Season01:04:29 Closing Remarks and Resources

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 Scenarios38:08 Automating 1099 Processing40:05 Economic Nexus Tracking43:02 Sales and Use Tax Calculations46:07 Voluntary Disclosure Agreements47:18 Davo vs. Avalara for Tax Filing56:26 Bundling Services and Sales Tax Implications59:39 Conclusion and Next Steps

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 Introduction03:58 Housekeeping and CPE Credits06:13 Understanding Sales Tax Setup10:21 Sales Tax Center Overview23:28 Product and Service Taxability26:53 Customer Tax Exemptions29:27 Collecting Sales Tax on Sales Forms30:44 Understanding Taxability and Location of Sale31:04 Shipping Information and Overrides32:27 Automatic Tax Calculation and Overrides33:15 Sales Tax Before or After Discounts33:57 Transparency in Tax Calculations36:03 Sales Tax Center Overview39:09 Making Sales Tax Payments43:31 Adjusting Sales Tax Amounts51:03 Third-Party Sales Tax Solutions59:49 Upcoming Events and Community Announcements

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 Importance of Client Relationships46:47 Intuit Enterprise Suite Overview55:02 Intuit's TurboTax Campaign Controversy01:08:04 Final Thoughts and Community Feedback

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 Admin Roles37:40 Navigating Intuit's CAMP and Account Sites40:35 Challenges with Intuit Logins43:15 Best Practices for Managing Logins53:10 Changing Primary Admin and Email01:01:17 Final Thoughts and Tips

Rachel Dauchy joins us to discuss some Niche Nuances with E-Commerce Clients. Rachel and Dan have created an E-Commerce Fundamentals course and this QB Power Hour unpacks the high level topics of this online course.Access the Course for Free 30 day trial here QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/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/

Michelle and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user FB 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.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 Hour00:29 Catching Up with Michelle and Dan02:35 QBO Updates and New Features03:51 Meet the Hosts: Michelle and Dan05:26 Housekeeping and Webinar Details18:02 ACH Funding Changes Explained46:22 New Functionalities in QuickBooks57:36 Conclusion and Farewell

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.Learn More about MakersHub here: https://discover.makershub.ai/affiliates/qb-power-hourQB 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/

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 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.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 Greetings01:32 Meet the Hosts and Special Guest03:05 Overview of QB Power Hour05:43 QuickBooks News and Updates07:57 QuickBooks Online Pricing Updates11:58 QuickBooks Desktop Pricing Updates16:21 QuickBooks Payroll Pricing Updates20:06 Enterprise and Accountant Pricing Changes26:50 ProAdvisor Premier Bundle Benefits27:39 Enhanced Payroll for Accountants30:05 QuickBooks Time and Payment Changes33:02 Intuit Workforce Restructuring36:15 Impact of Layoffs on Employees41:06 Intuit's Future with AI and Experts50:13 QuickBooks Online Updates51:58 Closing Thoughts and Resources

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.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

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.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

We'll be discussing the Modern View vs the Classic View changes coming to  the Invoice experience updates.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Dan and Michelle discuss the recent announcements in Intuit's QB Live Offering and unpack the Good, The Bad, and the Ugly.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

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 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/

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 codeGet the extension hereQB 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/

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

Shopify connectors abound!!! Some are in QBO directly, but many others are outside of QuickBooks. Marc Kalman from WeIntegrate is going to join us to share how they are different from the others.Learn More about WeIntegrateQB 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/

Michelle and Dan discuss some common questions that occurred in the QB Power user FB 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.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

For those of you that "Love" inventory, Michelle and Dan will be joined by Shawn Coultice from Katana to take a deeper look into their Inventory Management Solution. It just might be something that you'll want to "Be Mine" Happy Valentine's Day!!!QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Michelle and Dan will be joined by Business Strategy & Partnership Leader Jessica McCracken and Accountant Segment Leader Ted Callahan from Intuit to discuss some of the recent QB Live Announcements and what you can expect to see for your clients so you and your clients are not surprised. We will also be holding our quarterly Q&A from common posts from the FB Group.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Michelle and Dan discuss pricing Advisory services vs. compliance work. Recent offerings in the QB Live space has now brought this conversation to Tax preparers. We'll have a discussion about these new offerings, other low hanging offerings, and what you can do to differentiate yourself in this space.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Start 2024 off right by learning about a remarkable way to have Advisory conversations with your clients in 7 minutes. Mike Milan (Cashflow Mike) will cover his Home Run system that allows you to cover all the bases when having this conversation with your clients.Use PROMOCODE "POWERHOUR" to save 25% on Cash Flow Mike's Clear Path to Cash Course: https://cashflowmike.com/services/ref/SOBDan/?campaign=QBPHQB 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/

Michelle and Dan discuss some of the Year End Activities you can perform with your clients and our friends at Keeper show us how you can streamline this process with Keeper.Learn More about Keeper at https://keeper.app/?via=QBPHQB 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/

Dan and Michelle discuss the takeaways and announcements at this year's QuickBooks Connect.Blog on Schoolofbookkeeping - https://www.schoolofbookkeeping.com/blog/quickbooks-connect-2023-recapBlack Friday Promotion Save 75% on QBO for 12 months - Ends Dec 4th - https://www.qbpowerhour.com/black-fridayQB 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/

Michelle and Dan discuss the new updates and features in QB Desktop 2024 as well as discussing the New QuickBooks Ledger offering and Quickbooks Bill Pay service.More Resources on this topic here http://www.qbpowerhour.com/11-07-23-quickbooks-updates-fall-2023QB 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/

Michelle and Dan are joined by Tech Author and CPA David Ringstrom who has developed a process of downloading QuickBooks Online Data as local files, and, by using Power Queries in Excel to access and work with that data locally.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Michelle and Dan discuss various ways that business track and account for inventory. Some of these workflows can be accomplished in QuickBooks Online natively, but sometimes there are additional workflows where an outside inventory application is needed. Shawn Coultice from Katana will be on hand to help us navigate some of the more complex workflows and how Katana Inventory Management App can help address some of these workflows.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/Learn More about Katana and Save 30% at https://psref.katanamrp.com/QBPH

Michelle and Dan discuss how accounting professionals can use AI and ChatGPT within their practice to assist with their clients. We will be joined today with Woodard's Director of Education and Media, Heather Satterley.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Michelle and Dan discuss the history of Intuit with AI, the recent announcement of Intuit Assist, and what accounting professionals can do to adjust to this latest development in technology.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Michelle and Dan are joined by Monique Swansen, accounting professional who has specialized in the Cannabis industry since 2014.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Michelle and Dan discuss recent posts from the QB Power Users FB Group to provide some clarity and discussion about the most recent developments with Intuit and QuickBooks.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Michelle and Dan discuss how accounting professionals can use AI and ChatGPT within their practice to assist with their clients.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Jon Melloy from Practice Protect joins us to discuss the 8 guidelines from the FTC Safeguards deadline and what they means to accounting professionals.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/

Michelle and Dan are joined by Cat and Keith from Intuit to discuss the Commerce tab in qB Online. What's the history, what's live today, and what's on the horizon for the future.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/

Michelle and Dan are joined by Nilesh Surana from Fyle to discuss the many challenges that come from managing credit reconciliation and bank feeds for small business and will demonstrate a phenomenal option that is looking at this age old problem with a fresh new look.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/

Michelle and Dan discuss the common (and sometimes uncommon) concerns that can come up when people use QuickBooks Payments to accept credit cards and bank transfers directly inside of QuickBooks.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Don Peterson from DAVO to discuss the how these two companies are teaming up to be able to compile online sales data into QuickBooks so that you can automatically file and remit sales tax payments. Put your sales data AND your tax on autopilot.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/

Dan chat's with Intuit Accountant leader Ted Callahan as we unpack some findings in Intuit latest survey of Accountants around their feelings technology in their practices.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/

Michelle and Dan are joined by Mark Corum (with Hector Garcia in the background) to discuss this powerful tool that accountants and users alike are raving about to make working in QuickBooks even quickerQB 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/