QB Power Hour Podcast

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/

Michelle and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user 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/blog

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

00:00 Introduction to QB Power Hour
00:29 Catching Up with Michelle and Dan
02:35 QBO Updates and New Features
03:51 Meet the Hosts: Michelle and Dan
05:26 Housekeeping and Webinar Details
18:02 ACH Funding Changes Explained
46:22 New Functionalities in QuickBooks
57:36 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-hour

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/

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 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/blog

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

00:00 Introduction and Greetings
01:32 Meet the Hosts and Special Guest
03:05 Overview of QB Power Hour
05:43 QuickBooks News and Updates
07:57 QuickBooks Online Pricing Updates
11:58 QuickBooks Desktop Pricing Updates
16:21 QuickBooks Payroll Pricing Updates
20:06 Enterprise and Accountant Pricing Changes
26:50 ProAdvisor Premier Bundle Benefits
27:39 Enhanced Payroll for Accountants
30:05 QuickBooks Time and Payment Changes
33:02 Intuit Workforce Restructuring
36:15 Impact of Layoffs on Employees
41:06 Intuit's Future with AI and Experts
50:13 QuickBooks Online Updates
51:58 Closing Thoughts and Resources