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

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

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

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

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

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

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/

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 Desktop

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/

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/blog

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