QB Power Hour Podcast

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

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

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

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

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

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

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