QB Power Hour podcast

59:50

Ted McRae - Certified Prompt Specialist will be joining Matt and Dan to overview strategies accounting professionals can utilize in their practice to incorporate AI. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Welcome 01:06 AI in the Accounting Industry 06:06 Housekeeping and Session Details 15:45 Understanding Large Language Models (LLMs) 24:10 Practical Applications of AI in Accounting 32:46 The Cost of Private AI Environments 33:10 Handling Personal Identifiable Information 33:44 AI in Business: Practical Examples 34:21 Different Types of AI 35:24 Generative AI: Creating Content 37:17 Machine Learning: Continuous Improvement 38:23 The Future of AI: Risks and Opportunities 43:33 AI Hallucinations: Understanding the Concept 48:59 Effective Prompting Techniques 51:42 Upcoming AI Cohort and Final Thoughts…

1
Intuit/QB Updates and FB Group Post Q&A 1:07:30

17 days ago1:07:30

1:07:30

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Greetings 00:24 Overview of Today's Session 01:22 Meet the Hosts 03:11 Technical Announcements and Challenges 05:15 QuickBooks Updates and Features 05:57 Polling Question: QuickBooks Versions 08:19 Client Access Roles in QuickBooks Online 13:09 Migration from Tags to Custom Fields 32:27 Introduction to Automatic Matching Transactions 33:55 Concerns and Caveats of Auto Matching 36:41 Payroll and Tax Payment Enhancements 38:28 Intuit Enterprise Suite Updates 43:22 QuickBooks Desktop Migration Options 52:06 QuickBooks Payments and Revenue Share 01:00:28 Handling Write-Offs in QuickBooks Online 01:06:08 Conclusion and Upcoming Topics…

1
Daily Sales Summaries and LightSpeed QB Integration 1:00:11

4 weeks ago1:00:11

1:00:11

Rachel and Dan discuss making daily sales summaries for entering transactions into Quickbooks. We will also be taking a closer look into a POS system, Lightspeed and how they handle this process. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Course Instructions 01:09 April Fools and Technical Difficulties 01:33 Welcome to QB Power Hour 02:05 Introducing Today's Topic: Daily Sales Summaries 03:05 Meet the Co-Host: Rachel Doci 05:12 Housekeeping and Agenda Overview 06:51 Understanding Daily Sales Summaries 15:35 Setting Up QuickBooks for Daily Sales Summaries 19:07 Integrating Point of Sale Systems 21:24 Best Practices and Common Issues 29:46 Clearing Accounts and Daily Sales Summary 30:45 Manual Entry and Mapping Complexities 31:15 Setting Up Accounts and Items for Daily Sales 34:40 Handling Sales Tax and Reporting Issues 42:05 QuickBooks and Lightspeed Integration 45:10 Lightspeed's Features and Benefits 51:53 Training and Implementation with Lightspeed 54:01 E-commerce Integration and Product Mapping 57:21 Conclusion and Final Thoughts…

1
Bug, Glitch, or User Error? 1:01:06

6 weeks ago1:01:06

1:01:06

1
Bridging the Apps 1:03:14

8 weeks ago1:03:14

1:03:14

Matthew and Dan will be talking about how Zapier offers a no-code way to connect applications that don't normally talk to each other. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Welcome 00:21 Meet the Hosts 02:48 Overview of QB Power Hour 04:37 Today's Agenda: Zapier and QuickBooks Integration 05:06 Why Zapier? 07:17 Understanding Zapier Integrations 07:54 Poll Question: Familiarity with Zapier 15:08 Zapier Pricing and Task Accounting 20:27 Triggers and Actions in Zapier 21:35 Types of Triggers and Their Limitations 26:43 Action Steps and Field Types in Zapier 31:01 Advanced Features in Zapier 31:37 Understanding Zapier Icons 31:55 Integrating Zapier with QuickBooks Online 32:28 Setting Up Triggers and Actions in QuickBooks 37:02 Maintaining and Troubleshooting Zaps 41:00 Simple Zap Examples 46:20 Intermediate Zap Examples 51:31 Advanced Zap Examples 54:28 Exploring Zapier's App Directory 01:00:29 Conclusion and Future Topics…

1
Client Conversation Coach 1:02:54

10 weeks ago1:02:54

1:02:54

Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversations QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction to Earmark App and Course Enrollment 01:08 Welcome to QB PowerHour Webinar Series 01:34 Meet the Hosts and Guest Speaker 01:53 Client Conversation Techniques with Cashflow Mike 03:05 Understanding the Client's Perspective 16:06 The Compass Technique and Nudge Pact 35:09 Clearing the Noise: Starting Conversations Right 37:08 Exploring Deeper: Getting to the Root of Issues 39:02 Using the Crowbar Technique 40:04 The Mirror Moment: Solving Problems Through Stories 50:46 Client Conversation Coach in Action 50:52 Interactive Demo: Visualizing Solutions 58:00 Membership and Support: Becoming Part of the Community 01:01:59 Final Thoughts and Upcoming Topics…

1
Intuit News and Facebook Group Q&A 1:05:22

12 weeks ago1:05:22

1:05:22

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. 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 01:04 Welcome to QB Power Hour 01:50 Super Bowl Excitement 03:29 Today's Agenda and Hosts 07:38 Intuit and QuickBooks News 11:08 AI and Development at Intuit 12:48 QuickBooks Live and TurboTax Live 14:35 Intuit's Ecosystem and Financials 24:09 Combined User Interface Announcement 31:20 QuickBooks Enterprise Pricing Updates 33:56 Terms and Conditions Update 34:44 Enterprise Gold and Platinum Payroll 35:50 Grandfather License for Accountants 37:44 QuickBooks Enterprise vs. Intuit Enterprise Suite 39:27 ProAdvisor Lifetime Discount Changes 40:25 Intuit Enterprise Suite Features 41:43 Challenges with Cloud Access 46:11 Facebook Group for QB Power Users 01:00:39 Modern Reports Feedback 01:04:00 Closing Thoughts and Next Session Preview…

1
01.21.2025 - Best Practices for Transferring QB Data 1:02:14

14 weeks ago1:02:14

1:02:14

Join us for a session of tools to use move QuickBooks Online data to another QBO subscription CPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPE QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction to QB Power Hour 00:25 Earning CPE Credits with Earmark App 01:33 Casual Conversation and Updates 04:13 Discussing QuickBooks Data Migration 06:16 Presenters' Introductions 07:51 Housekeeping and CPE Credit Details 10:43 Considerations for Starting a New Subscription 16:16 Challenges and Solutions in Data Migration 25:58 Using QuickBooks Online Backup Service 29:58 Chronobooks and QuickBooks Online Advanced 30:36 Backup Service Details and Restore Points 31:28 Transactional and List Data Backup 32:32 API Functionality and Data Entitlements 33:09 Payroll Backup and Financial Impact 34:41 Backup and Restore Services Overview 35:52 Challenges with Cloud Backups 43:36 Third-Party Backup Applications 48:15 Import Export Tools and Their Nuances 53:12 Round Tripping: QuickBooks Online to Desktop 56:27 Final Thoughts and Recommendations…

1
I Got 1099 Problems But a Workflow Ain't One 1:06:29

16 weeks ago1:06:29

1:06:29

Nancy McClelland and Rich Kane join us to chat about ways to make 1099s a part of your monthly client services using Keeper. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. 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 CPE Credit Instructions 01:09 Welcome to 2025 Power Hour 01:56 Meet the Panelists 06:56 CPE Credit Details and Housekeeping 10:28 1099s: An Overview 18:53 1099 NEC and MISC Fundamentals 30:29 1099 Reporting and Payment Methods 33:41 1099K and Reconciliation Challenges 34:42 Extension Options for 1099 Filing 35:47 Meeting the NEC Deadline 37:25 Handling Multiple 1099 NECs 41:10 Excluding Payment Methods for 1099 52:39 IRS 1099 Matching and Notices 55:07 Effective Workflow Habits for 1099 Season 01:04:29 Closing Remarks and Resources…

1
Sales Tax Limitations in QuickBooks Online - When to Turn to Avalara 1:00:30

21 weeks ago1:00:30

1:00:30

Avalara joins us to discuss when adding Avalara to your QuickBooks Online and how that helps stay in Sales Tax Compliance. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. 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/ 00:43 Meet the Hosts: Michelle and Dan 01:04 Sales Tax Discussion Kickoff 01:22 Introducing Avalara Experts 02:44 Challenges with Sales Tax Setup 04:30 Avalara's Role in Simplifying Sales Tax 06:07 Panel Introductions from Avalara 12:42 Davo by Avalara: Automating Sales Tax 23:37 Avalara's Suite of Services 30:38 Address Validation and Tax Jurisdictions 31:47 Integrating Avalara with Business Systems 33:01 Avalara's Partnerships and Integrations 34:13 Handling Complex Tax Scenarios 38:08 Automating 1099 Processing 40:05 Economic Nexus Tracking 43:02 Sales and Use Tax Calculations 46:07 Voluntary Disclosure Agreements 47:18 Davo vs. Avalara for Tax Filing 56:26 Bundling Services and Sales Tax Implications 59:39 Conclusion and Next Steps…

1
11.19.24 - Sales Tax in QuickBooks Online 1:04:14

23 weeks ago1:04:14

1:04:14

Join our webinar on mastering sales tax with QuickBooks Online! Tailored for accountants and small business owners, our guest Alicia Katz-Pollock will guide you through setup, management, and reporting. Discover efficient tracking, identify limitations, and learn workarounds to streamline your finances. Gain confidence with practical insights and expert tips. Access Alicia's Full course on QBO Sales Tax: http://royl.ws/SalesTax?affiliate=2831794 QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction to QB Power Hour Webinar 00:56 Welcome and Panel Introduction 01:28 Sales Tax in QuickBooks Online 02:20 Alicia Katz Pollock's Introduction 03:58 Housekeeping and CPE Credits 06:13 Understanding Sales Tax Setup 10:21 Sales Tax Center Overview 23:28 Product and Service Taxability 26:53 Customer Tax Exemptions 29:27 Collecting Sales Tax on Sales Forms 30:44 Understanding Taxability and Location of Sale 31:04 Shipping Information and Overrides 32:27 Automatic Tax Calculation and Overrides 33:15 Sales Tax Before or After Discounts 33:57 Transparency in Tax Calculations 36:03 Sales Tax Center Overview 39:09 Making Sales Tax Payments 43:31 Adjusting Sales Tax Amounts 51:03 Third-Party Sales Tax Solutions 59:49 Upcoming Events and Community Announcements…

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Intuit News and Updates - 11.05.24 1:15:06

25 weeks ago1:15:06

1:15:06

Fresh off Intuit Connect, Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. 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 01:31 Meet the Hosts: Michelle Long and Dan DeLong 05:57 Intuit News and Updates Overview 08:02 Intuit Connect Conference Insights 13:18 Keynote Speakers and Highlights 19:03 Intuit's Future Plans and Announcements 25:45 AI Integration and Business Feed 37:42 Theoretical Future of AI in Accounting 40:42 Automation in Bookkeeping 42:05 The Importance of Client Relationships 46:47 Intuit Enterprise Suite Overview 55:02 Intuit's TurboTax Campaign Controversy 01:08:04 Final Thoughts and Community Feedback…

1
Managing Intuit Logins 1:04:24

27 weeks ago1:04:24

1:04:24

Managing login and Passwords is the bane of our existence these days and Intuit Logins take it to a new level. Matthew Fulton will join Dan to discuss some best practices with Intuit Logins. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. 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 Today's Topic 01:13 Welcoming Michelle Back 01:55 Meet the Hosts 03:02 Housekeeping and Resources 04:50 Agenda Overview 06:04 Polling Question: Intuit Logins 09:54 Intuit Products and Services Requiring Logins 17:26 Anatomy of an Intuit Login 24:57 Understanding Personas in QuickBooks Online 31:03 Challenges with Primary Admin Roles 36:10 Managing Payroll Emails 36:46 Understanding QBO Subscriptions and Admin Roles 37:40 Navigating Intuit's CAMP and Account Sites 40:35 Challenges with Intuit Logins 43:15 Best Practices for Managing Logins 53:10 Changing Primary Admin and Email 01:01:17 Final Thoughts and Tips…

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10.8.24 - E-Commerce Fundamentals 57:18

29 weeks ago57:18

57:18

Rachel Dauchy joins us to discuss some Niche Nuances with E-Commerce Clients. Rachel and Dan have created an E-Commerce Fundamentals course and this QB Power Hour unpacks the high level topics of this online course. 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/blog Register for upcoming webinars at https://www.qbpowerhour.com/…

1
09.24.24 - Dude, Where's My Payroll 57:55

31 weeks ago57:55