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