QB Power Hour

Unfollow The Rules to Clone & Conquer Discussions with Sharrin

Sun, 15 Feb 2026 16:03:55 GMT

Unfollow The Rules to Clone & Conquer Discussions with Sharrin

Meet the new co-host of the QB Power Hour. Sharrin Fuller has built and sold 3 buisness and is now focusing on helping others build systems so scale, grow, or provide balance and boundaries to get more joy out of your firm. We'll discuss her journey and the life experiences that she's leveraged to help others.

Is the Grass Greener with Digits?

Mon, 26 Jan 2026 15:02:08 GMT

Is the Grass Greener with Xero?

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.

Donna Reade and Deb Kilsheimer join the panel to discuss the differences between QBO and Digits for those that might be looking to add Digits to their suite of supported offerings.

01.20.26 Intuit Accountant Suite is the New QBOA

Fri, 16 Jan 2026 06:04:03 GMT

01.20.26 Intuit Accountant Suite is the New QBOA

Changes are coming to QBOA, and it's more than a name change. Intuit Accountant Suite will have some Core Functionality changes in addition to the name change. Sharrin and I will break down these changes in this webinar

Links from Today's Webinar

01.06.26 1099 Strategies: Is QuickBooks Enough?

Fri, 02 Jan 2026 19:19:25 GMT

01.06.26 1099 Strategies: Is QuickBooks Enough?

Rich Kane CPA will join us to recap the 1099 filing capabilities in QuickBooks and Avalara will be joining us to share how their solution can augment and streamline the filing process. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!

Special Thanks to Nancy McClelland for her hard work on the slide presentation and handouts for this session

Links from Today's Webinar

12.09.25 Books to Books:From Best Seller to Balance Sheet

Thu, 27 Nov 2025 02:25:48 GMT

12.09.25 Books to Books:From Best Seller to Balance Sheet

f you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!

Links from Today's Webinar

11.25.25 QuickBooks Gratitude 2025: Features We Love

Thu, 13 Nov 2025 23:36:37 GMT

11.25.25 QuickBooks Gratitude 2025: Features We Love

Celebrate Thanksgiving with us as we share the QuickBooks 2025 features we’re most thankful for! Join our live webinar to explore new tools and tips that make your bookkeeping easier all year long.

Links from Today's Webinar

Desktop Migration Improvements - Payroll, Payments and Attachments

Workshop on Making Bulk edits with Spreadsheet Sync

11.11.25 The State of QB Desktop: How Fourlane CX can stretch the life of QB Desktop

Tue, 21 Oct 2025 13:56:31 GMT

11.11.25 The State of QB Desktop: How Fourlane CX can stretch the life of QB Desktop

Give it to me straight, Doc. Is QB desktop dead, dying, or in hospice? We will be joined by Marjorie Adams, a longtime supporter of the QB Desktop lineup has developed Fourlane CX, an online portal into the customer workflows of QB Desktop which will allow your desktop clients who are happy with QB desktop, but unhappy with the pricing increases, to make the most of their QB Desktop subscription while providing Online access to their sales team.

Links from Today's Webinar

Affiliate Links from today's webinar. Supporting us this way helps keep the QB Power Hour Free for everyone

09.30.25 - Securing Your Intuit Login

Tue, 23 Sep 2025 15:28:38 GMT

09.30.25 - Securing Your Intuit Login

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!

Prior Power Hour Webinar - 10.22.24 - Managing Intuit Login

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.

10.14.25 - Time-Saving Tech Solutions for Accountants

Fri, 19 Sep 2025 01:14:42 GMT

10.14.25 - Time-Saving Tech Solutions for Accountants

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.

Links from Today's Webinar

Affiliate Links from today's webinar. Supporting us this way helps keep the QB Power Hour Free for everyone

09.16.25 - QuickBooks Rev Share Models: What The Pros Should Know

Wed, 03 Sep 2025 16:11:35 GMT

09.16.25 - QuickBooks Rev Share Models: What The Pros Should Know

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.

09.02.25 Closing Conversion Gaps: QuickBooks Desktop to Online with Method

Sat, 23 Aug 2025 20:37:20 GMT

09.02.25 Closing Conversion Gaps: QuickBooks Desktop to Online with Method

Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method CRM bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition.Filling in for Matthew while he is away is the always entertaining Sharrin Fuller ! We will also have a group of panelists, including customization experts to help illustrate how Method can augment the QuickBooks limitations

Workshops with Method

Customizing Form Templates

Emailing Limitations and Options in Desktop

Advanced Pricing in QuickBooks and Method

08.19.25 Moving QuickBooks Desktop to Online - Latest Updates

Mon, 18 Aug 2025 15:16:43 GMT

08.19.25 Moving QuickBooks Desktop to Online - Latest Updates

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.

Migrating Attachments

Here are the links and resources shared during the webinar

Migrating Payroll

Prior QB Power Hour on Migration

08.05.25 Intuit/QB Updates and FB Group Post Q&A

Tue, 05 Aug 2025 13:21:50 GMT

08.05.25 Intuit/QB Updates and FB Group Post Q&A

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

New AI-Powered Bank Feed

Here are the links and resources shared during the webinar

AI Agents

App Showdown - All-in-One Spend Management: Ramp vs. Corpay One [7.22.25]

Tue, 22 Jul 2025 11:37:09 GMT

App Showdown - All-in-One Spend Management: Ramp vs. Corpay One [7.22.25]

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.

Client Collaboration in QuickBooks [7.8.25]

Tue, 08 Jul 2025 12:30:50 GMT

Client Collaboration in QuickBooks [7.8.25]

Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. Sara Laidlaw-Woodruff , a QB Desktop Professional, also will be joining us to share her experiences in utiliizing Qbox as a best in class option for working with Desktop clients

Money Out - Spend Management with QuickBooks [6.10.25]

Tue, 10 Jun 2025 14:01:36 GMT

Money Out - Spend Management with QuickBooks [6.10.25]

Join Dan DeLong and Matthew "Spot" Fulton as we walk you through the essentials of spend management in QuickBooks. Learn how to effectively manage your expenses, track money going out, and maintain control over your cash flow.

Login Vulnerabilities and QB Pricing Updates [5.27.25]

Wed, 14 May 2025 00:54:57 GMT

Login Vulnerabilities and QB Pricing Updates [5.27.25]

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.

Is the Grass Greener with Xero?

Tue, 13 May 2025 03:09:02 GMT

Is the Grass Greener with Xero?

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.

Behind on AI Adoption? Because the Second Best Time to Start is Today!

Tue, 15 Apr 2025 18:03:22 GMT

Behind on AI Adoption? Because the Second Best Time to Start is Today!

Ted McRae - Certified Prompt Specialist will be joining Matt and Dan to overview strategies accounting professionals can utilize in their practice to incorporate AI.

Prior QB Power hour Webinars on AI

04.15.25 Intuit/QB Updates and FB Group Post Q&A

Tue, 01 Apr 2025 17:49:07 GMT

04.15.25 Intuit/QB Updates and FB Group Post Q&A

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

04.01.25 - Daily Sales Summaries and LightSpeed QB Integration

Fri, 28 Mar 2025 16:02:54 GMT

04.01.25 - Daily Sales Summaries and LightSpeed QB Integration

Matthew and Dan will be discussing best practices when troubleshooing QuickBooks issues.

To learn More about Lightspeed, receive an exclusive discount, and free software for 3 months (Expires April 30, 2025) - Follow the Steps Below

03.18.25 - Bug, Glitch, or User Error?

Thu, 06 Mar 2025 17:40:48 GMT

03.18.25 - Bug, Glitch, or User Error?

Matthew and Dan will be discussing best practices when troubleshooing QuickBooks issues.

03.04.25 - Bridging the Apps

Tue, 18 Feb 2025 19:21:35 GMT

03.04.25 - Bridging the Apps

Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversations

Prior Zapier Webinar on QB Power Hour

07.06.2021 - Declare Independence From "Busywork" w Heather Satterley

02.18.25 - Client Conversation Coach

7867430-voWP2BO4 (Michelle Long) — Wed, 05 Feb 2025 21:59:49 GMT

02.18.25 - Client Conversation Coach

Mike Milan will be joining Matthew and Dan to discuss ways to start a conversation with clients to build value and share advisory conversations

Prior Webinars with Mike:

Learn about a remarkable way to have Advisory conversations with your clients in 7 minutes. Mike Milan (Cashflow Mike) will cover his Home Run system that allows you to cover all the bases when having this conversation with your clients.

02.04.25 - Intuit News and Updates

Fri, 31 Jan 2025 14:57:12 GMT

02.04.25 - Intuit News and Updates

1.21.25 - Transferring QuickBooks Online Data Best Practices

Tue, 21 Jan 2025 14:06:53 GMT

1.21.25 - Transferring QuickBooks Online Data Best Practices

Join us for a session of tools to use move QuickBooks Online data to another QBO subscription

CPE offered through Earmark

Export from QBO to Desktop

Data Conversion Guide on schoolofbookkeeping.com

1.07.25 - I Got 1099 Problems

Sun, 05 Jan 2025 04:31:59 GMT

1.07.25 - I Got 1099 Problems (But a Workflow Ain't One)

Nancy McClelland and Rich Kane join us to chat about ways to make 1099s a part of your monthly client services using Keeper.

Preparing 1099's Automatically with QuickBooks Online

Manually Preparing and filing 1099s in QuickBooks Online

12.3.24 - Sales Tax Limitations in QuickBooks Online

Mon, 25 Nov 2024 17:11:13 GMT

Sales Tax Limitations in QuickBooks Online: When to turn to Avalara

Avalara joins us to discuss when adding Avalara to your QuickBooks Online and how that helps stay in Sales Tax Compliance.

Workshop Series - Sales Tax Fundamentals

Prior QB Power Hour webinar with Avalara

11.19.24 - Sales Tax in QuickBooks Online

Mon, 18 Nov 2024 15:20:19 GMT

11.19.24 - Sales Tax in QuickBooks Online

Dive into the practical world of sales tax management with QuickBooks Online in this insightful webinar. Tailored for accounting professionals and small business owners, this session will explore the real-world applications and limitations of QuickBooks Online's sales tax feature. Join seasoned experts Michelle Long and Dan DeLong, along with guest instructor Alicia Katz-Pollock, as they guide you through setting up, managing, and reporting sales tax. Learn how to leverage QuickBooks Online for efficient sales tax tracking while identifying potential shortcomings and workarounds to optimize your financial processes. Gain the confidence to navigate sales tax complexities with practical insights and expert advice.

11.05.24 - Intuit News and Updates

Mon, 04 Nov 2024 16:25:27 GMT

11.05.24 - Intuit News and Updates

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.

10.22.24 - Managing Intuit Logins

Mon, 21 Oct 2024 15:56:42 GMT

10.22.24 - Managing Intuit Logins

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.

10.08.24 - E-Commerce Fundamentals

Sun, 06 Oct 2024 16:01:01 GMT

10.08.24 - E-Commerce Fundamentals

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.

09.24.24 - Dude, Where's My Payroll?!?

7867430-voWP2BO4 (Michelle Long) — Mon, 23 Sep 2024 14:16:10 GMT

09.24.24 - Dude, Where's My Payroll?!?

We explore the benefits of keeping payroll separate from QuickBooks Online. Valerie Hickman from OnPay joins us to chat about why this "breakup" can lead to a more secure, flexible, and cost-effective accounting setup. We'll dive into how maintaining distinct systems can simplify troubleshooting, enhance data security, and offer the freedom to choose specialized payroll solutions. Perfect for business owners and accounting professionals looking to optimize their financial processes with a touch of humor. Don't miss out on this engaging discussion that could transform your approach to payroll management!

09.10.24 - Is There Anything New with QB Desktop?

Mon, 09 Sep 2024 15:10:39 GMT

09.10.24 - Is There Anything New with QB Desktop?

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

Recording Prepayments from Customers on Sales Orders and Estimates

Inventory Turnover Report

08.27.24 - Automatic Reconciliation - That's a Thing?

Tue, 27 Aug 2024 07:25:49 GMT

08.27.24 - Automatic Reconciliation - That's a Thing?

Michelle and Dan will be joined by Matthew Fulton and We'll walk through best practices to reconcile bank and credit card accounts and look at the ways this important task can be streamlined and.....dare we say....automated?!?

Reconciliation Tools and Apps

Workshop Wednesday with MoneyThumb demonstration

QB Power hour with Relay

08.13.24 - QBO Updates

Tue, 13 Aug 2024 15:33:25 GMT

08.13.24 - QBO Updates and FB Group Q&A

Michelle and Dan will be discussing the latest QBO Updates and address some questions our FB Group.

Using Melio to Accept ACH Recurring ACH Payments

07.30.24 -MakersHub Platform Updates to Make A/P Enjoyable

Tue, 30 Jul 2024 15:13:35 GMT

07.30.24 -MakersHub Platform Updates to Make A/P Enjoyable

Charley Howe and Ted McRae from MakersHub join us to fill us in on what they've been up to and give us a sneak peak into to what's in store for the future.

04.23.24 -Making AP Unbelievably Enjoyable

Charley and Phong, co-founders of MakersHub.ai, join us to demonstrate a new, simple, and very powerfully robust AP and Receipt Management tool that works bi-directionally with QuickBooks Online AND Desktop!!

NOTE: CPE Credit is only available for live attendees

07.16.24 - QBO Updates and FB Group Q&A

Tue, 16 Jul 2024 01:13:45 GMT

07.16.24 - QBO Updates and FB Group Q&A

Michelle and Dan will be discussing the latest QBO Updates and address some questions our FB Group.

07.02.24 -Modern View Reports Updates

Mon, 01 Jul 2024 20:01:21 GMT

07.02.24 -Modern View Reports

Michelle and Dan will be discussing the new reports layout and unpacking the Good, the Bad, and the downright Ugly.

06.04.24 -Liberation from Data Entry - Intro to Automations

Mon, 03 Jun 2024 14:07:39 GMT

06.04.24 -Liberation from Data Entry - Intro to Automations

Dan and Michelle will delve into the challenges posed by traditional accounting practices heavily reliant on manual data entry. We will explore the impact of this drudgery on productivity, job satisfaction, and client relationships. The session aims to set the stage for understanding the necessity of change and the potential benefits that come with embracing digital transformation.

05.21.24 -Modern View Reports and New Invoice "Experience"

Mon, 20 May 2024 15:17:40 GMT

05.21.24 -Modern View Reports and New Invoice "Experience"

Michelle and Dan will be discussing the new reports layout and the new invoice "experience" unpacking the Good, the Bad, and the downright Ugly.

How to use Price Rules in the New Invoice Experience

05.07.24 - QuickBooks Assisted Live Updates

Thu, 02 May 2024 20:50:03 GMT

05.07.24 - QuickBooks Assisted Live Updates

There is a new QB Live offering announced. QB Live Assisted. We've assembled some additional guests, Matthew Fulton and William English to share their perspectives on this announcement.

Hector Garcia's video on this subject

01.30.24 - QuickBooks Live Updates and FB Group Q&A

Michelle and Dan will be joined by Business Strategy & Partnership Leader Jessica McCracken and Accountant Segment Leader Ted Callahan from Intuit to discuss some of the recent QB Live Announcements and what you can expect to see for your clients so you and your clients are not surprised. We will also be holding our quarterly Q&A from common posts from the FB Group.

MakersHub Webinars

Tue, 09 Apr 2024 18:06:35 GMT

07.30.24 -MakersHub Platform Updates to Make A/P Enjoyable

Charley Howe and Ted McRae from MakersHub join us to fill us in on what they've been up to and give us a sneak peak into to what's in store for the future.

NOTE: CPE Credit is only available for live attendees

04.23.24 MakersHub: Making AP Unbelievably Enjoyable

Charlie and Phong, co-founders of MakersHub.ai, join us to demonstrate a new, simple, and very powerfully robust AP and Receipt Management tool that works bi-directionally with QuickBooks Online AND Desktop!!

NOTE: CPE Credit is only available for live attendees

Capturing Receipts in QuickBooks Online is a entry level option, and, for some businesses, sufficient in order to collect and categorize receipts.

RightTool is the Right Tool for Accountants

Tue, 26 Mar 2024 18:53:38 GMT

04.09.24 - RightTool Updates - Importing Journal Entries

RightTool is the Right Tool for Accountants (or even end users) of QBO. Hector Garcia and Mark Corum have been hard at work creating some new updates and they will be joining us to share what they have been working on.

04.11.23 - RightTool is the Right Tool for Accountants

Dan chat's with RightTool's chief developer, Mark Corum, to discuss this powerful tool to increase your efficiency working in QuickBook Online. We'll talk about how it started, how Hector Garcia is involved, spotlight some of the powerful features, and how you can save 20% off the first year of Pro!!

Introduction to RightTool

Marketing Accounting Practices with Stories

Tue, 26 Mar 2024 14:32:19 GMT

QB Power Hour - Telling Your Story - Marketing for Accountants

Dan and Michelle are joined by Dave Young, a Vice Chancellor at Wizard of Ads where we discuss how Accountants and Bookkeepers create characters and tell a story to market their practice. We'll also be joined by Accounting Professional Brandon Morris who has worked with the Wizards in his own practice

03.12.24 - Shopify Connectors - Which to Choose? w/ Guest WeIntegrate

Tue, 12 Mar 2024 14:09:51 GMT

03.12.24 - Shopify Connectors - Which to Choose? w/ Guest WeIntegrate

Shopify connectors abound!!! Some are in QBO directly, but many others are outside of QuickBooks. Marc Kalman from WeIntegrate is going to join us to share how they are different from the others.

02.27.24 - QBO Updates and FB Group Q&A

Sun, 25 Feb 2024 14:15:00 GMT

02.27.24 - QBO Updates and FB Group Q&A

Michelle and Dan will be discussing the latest QBO Updates and address some questions our FB Group.

2.13.24 - Inventory Management - Deep Dive into Katana

Sat, 10 Feb 2024 17:31:46 GMT

2.13.24 - Inventory Management - Deep Dive into Katana

Michelle and Dan are joined by Shawn Coultice over at Katana to take a deeper look at Katana't Advanced inventory tools that will help manufacture planning and send that information to Quickbooks.

01.30.24 - QuickBooks Live Updates and FB Group Q&A

Mon, 29 Jan 2024 15:45:49 GMT

01.30.24 - QuickBooks Live Updates and FB Group Q&A

01.16.24 - Advisory vs Compliance - A Pricing Conversation

Sat, 13 Jan 2024 22:30:00 GMT

01.16.24 - Advisory vs Compliance - A Pricing Conversation

Michelle and Dan discuss pricing Advisory services vs. Compliance work. Recent offerings in the QB Live space has now brought this conversation to Tax preparers. We'll have a discussion about these new offerings, other low hanging offerings, and what you can do to differentiate yourself in this space.

1.2.24 - The 7 Minute Advisory Conversation w/Guest Mike Milan

Sun, 31 Dec 2023 16:49:34 GMT

The 7 Minute Advisory Conversation w/Guest Mike Milan

Start 2024 off right by learning about a remarkable way to have Advisory conversations with your clients in 7 minutes. Mike Milan (Cashflow Mike) will cover his Home Run system that allows you to cover all the bases when having this conversation with your clients.

Use PROMOCODE "POWERHOUR" to save 25% on Cash Flow Mike's Clear Path to Cash Course:

12.5.23 - Prepping for Year End with Guest Keeper

Tue, 05 Dec 2023 15:50:17 GMT

12.5.23 - Prepping for Year End with Guest Keeper

Michelle and Dan are joined by Josh and Chad from Keeper as we discuss upcoming year end plans for accounting professionals, what is available in QuickBooks Online Accountant, and how Keeper can help augment these porcesses.

11.21.23 - QuickBooks Connect Recap

Tue, 21 Nov 2023 15:27:43 GMT

11.21.23 - QuickBooks Connect Recap

Michelle and Dan discuss the latest announcements and happenings at QuickBooks Connect that happened in Las Vegas November 12-15, 2023.

11.07.23 - QuickBooks Updates Fall 2023

Tue, 07 Nov 2023 15:29:18 GMT

11.07.23 - QuickBooks Updates Fall 2023

Michelle and Dan discuss the new updates and features in QB Desktop 2024 as well as discussing the New QuickBooks Ledger offering and Quickbooks Bill Pay service

10.24.23 - Downloading and Working with QBO Data with Power Query

Tue, 24 Oct 2023 14:49:09 GMT

10.24.23 - Downloading and Working with QBO Data with Power Query

Michelle and Dan are joined by Tech Author and CPA David Ringstrom who has developed a process of downloading QuickBooks Online Data as local files, and, by using Power Queries in Excel to access and work with that data locally.

10.10.23 - Managing Inventory in QuickBooks Online

Mon, 09 Oct 2023 23:59:41 GMT

10.10.23 - Managing Inventory in QuickBooks Online

Michelle and Dan discuss various ways that business track and account for inventory. Some of these workflows can be accomplished in QuickBooks Online natively, but sometimes there are additional workflows where an outside inventory application is needed. Shawn Coultice from Katana will be on hand to help us navigate some of the more complex workflows and how Katana Inventory Management App can help address some of these workflows.

09.25.23 - Using AI & ChatGPT in Your Accounting Practice Part 2

Tue, 26 Sep 2023 12:12:00 GMT

09.25.23 - Using AI & ChatGPT in Your Accounting Practice Part 2

Michelle and Dan discuss how accounting professionals can use AI and ChatGPT within their practice to assist with their clients. We will be joined today with Woodard's Director of Education and Media, Heather Satterley.

09.12.2023 - Intuit Assist and Other AI Changes

Tue, 12 Sep 2023 15:29:27 GMT

09.12.2023 - Intuit Assist and Other AI Changes

Michelle and Dan discuss the history of Intuit with AI, the recent announcement of Intuit Assist, and what accounting professionals can do to adjust to this latest development in technology.

Niche Nuances - Cannabis and CBD Industry

Tue, 29 Aug 2023 15:56:19 GMT

Niche Nuances - Cannabis and CBD Industry

Michelle and Dan are joined by Monique Swansen, accounting professional who has specialized in the Cannabis industry since 2014.

08.15.23 - Hot Topics and Updates from the FB Group

Tue, 15 Aug 2023 15:28:52 GMT

08.15.23 - Hot Topics and Updates from the FB Group

Michelle and Dan discuss recent posts from the QB Power Users FB Group to provide some clarity and discussion about the most recent developments with Intuit and QuickBooks.

QB Video on Managing Fixed Assets (QBO Advanced Only Feature)

08.01.23 - Using AI As An Accounting Tool

Tue, 01 Aug 2023 15:23:15 GMT

08.01.23 - Using AI As An Accounting Tool

Michelle and Dan discuss how accounting professionals can use AI and ChatGPT within their practice to assist with their clients

07.18.23 - So You Missed the FTC Safeguards Deadline.....Now What?

7867430-voWP2BO4 (Michelle Long) — Tue, 18 Jul 2023 06:31:55 GMT

07.18.23 - So You Missed the FTC Safeguards Deadline.....Now What?

Jon Melloy from Practice Protect joins us to discuss the 8 guidelines from the FTC Safeguards deadline and what they means to accounting professionals.

06.20.23 - What's in Store for QB Commerce

Mon, 19 Jun 2023 21:22:49 GMT

06.20.23 - What's in Store for QB Commerce

Michelle and Dan are joined by Cat and Keith from Intuit to discuss the Commerce tab in qB Online. What's the history, what's live today, and what's on the horizon for the future.

06.06.23 - Simplifying Expense Management w/Fyle

Mon, 05 Jun 2023 23:52:32 GMT

06.06.23 - Simplifying Expense Management w/Fyle

Michelle and Dan are joined by Nilesh Surana from Fyle to discuss the many challenges that come from managing credit reconciliation and bank feeds for small business and will demonstrate a phenomenal option that is looking at this age old problem with a fresh new look.

If you would like to learn more about Fyle, or if you would like to refer a client to Fyle, use the following form. Supporting our Sponsors continues to help Michelle and Dan to bring you more Free QB Power Hour Webinars to the Accounting community. Fyle has been gracious enough to extend an Exclusive Discount for any referral submitted through here.

05.23.23 - Handling Issues with QuickBooks Payments

Tue, 23 May 2023 15:38:54 GMT

05.23.23 - Handling Issues with QuickBooks Payments

Michelle and Dan discuss the common (and sometimes uncommon) concerns that can come up when people use QuickBooks Payments to accept credit cards and bank transfers directly inside of QuickBooks.

Automating Sales tax for Online Sales Channels with Bookkeep and DAVO

Tue, 09 May 2023 01:39:01 GMT

Automating Sales tax for Online Sales Channels with Bookkeep and DAVO

Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Don Peterson from DAVO to discuss the how these two companies are teaming up to be able to compile online sales data into QuickBooks so that you can automatically file and remit sales tax payments. Put your sales data AND your tax on autopilot

04.25.23 - Welcome to My Ted (Callahan) Talk

Tue, 25 Apr 2023 06:15:06 GMT

04.25.23 - Welcome to My Ted (Callahan) Talk

Dan chat's with Intuit Accountant leader Ted Callahan as we unpack some findings in Intuit latest survey of Accountants around their feelings technology in their practices.

03.14.23 - Hot Topics from the QB Power Users FB Group

Tue, 14 Mar 2023 15:25:19 GMT

03.14.23 - Hot Topics from the QB Power Users FB Group

Michelle and Dan discuss news and updates and current issues from users posted in the QB Power Users Facebook group

The State of Engagement w/guest Ignition

Tue, 28 Feb 2023 16:13:37 GMT

02.28.2023 - The State of Engagement w/ guest Ignition

Michelle and Dan are joined by Ryan Embree and Jennie Moore from Ignition to discuss the current state of client engagement and how technology can save you time, money, and avoid "scope creep"

Sharing the Love - What We Love About QuickBooks

Tue, 14 Feb 2023 15:16:15 GMT

01.31.2023 -Roadmap to a Paid QBO Diagnostic

Michelle and Dan spend Valentine's Day discussing the features and functions of QuickBooks Online and Desktop that we Love.

01.31.2023 -Roadmap to a Paid QBO Diagnostic

Tue, 31 Jan 2023 14:51:05 GMT

01.31.2023 -Roadmap to a Paid QBO Diagnostic

Michelle and Dan are joined by accounting pro, Ana Calderon, as she walks us through 12 steps to performing a paid diagnostic in QuickBooks Online as a way to protect the work you do and increase your revenue.

Integrating a Report Based Sales Channel to QBO with Bookkeep

7867430-voWP2BO4 (Michelle Long) — Mon, 16 Jan 2023 19:06:52 GMT

01.17.23 - Integrating a Report Based Sales Channel to QBO with Bookkeep

Michelle and Dan are joined by accounting pro, Rachel Dauchy, and Bookkeep's CEO and co-founder, Jason Richelson to discuss ways to integrate an online sales channel by only using a report.

Prior Webinars with Bookkeep

Managing Multiple Payment Method with Bookkeep

"Works with QuickBooks....Yeah Right!!"

01.03.2023 - Put your accounting on Auto-Pilot with Auty-mations

Tue, 03 Jan 2023 16:11:05 GMT

01.03.2023 - Put your accounting on Auto-Pilot with Auty-mations

Michelle and Dan are joined by Autymate CEO, Bryan Perdue, to demonstrate a new way of automating accounting transactions, Autymate Transactions.

New Feature - Revenue Recognition

Prior Webinars with Autymate

12.20.2022 - Hot Topics from the QB Power Users FB Group

Tue, 20 Dec 2022 14:29:38 GMT

12.20.2022 - Hot Topics from the QB Power Users FB Group

Michelle and Dan pick some recent posts in the QB Power Users FB Group to unpack, demonstrate, and take a deeper dive into the answers.

Covering Your Assets: Managing Fixed Assets in QuickBooks

Tue, 22 Nov 2022 02:14:56 GMT

Covering Your Assets: Managing Fixed Assets in QuickBooks

A common Year End activity is to manage and work with Fixed Assets and depreciation. Whether you do this task or work with accounting professionals who do, understanding the capabilities of QuickBooks when it comes to this activity is useful. QuickBooks desktop has a built in depreciation calculator, but QuickBooks Online does not. Michelle and Dan are joined by Ash Beetson of nettTracker who shows a way that accounting professionals can record depreciation and much more with nettTracker.

Expense Claims and Commerce in QB Online

Tue, 08 Nov 2022 04:00:22 GMT

Commerce and Expense Reports in QB Online

Erin Walsh-Dyer joins Michelle and Dan as we discuss the Expense Claim Feature and the New Commerce tab in QuickBooks Online.

Commerce Accounting Overview

Managing Expense Claims

Webinars with Guest ADP

Tue, 25 Oct 2022 21:09:48 GMT

Where Does Payroll fit into My Practice?

Michelle and Dan are joined again by Jenn Gesing from ADP as we discuss the ways that Payroll can fi into your practice without you providing payroll services.

Year End Checklists (2021)

Michelle and Dan are joined again by Jenn Gesing from ADP as we cover some of the built in checklists and workflows that allow you to create custom checklists for you to be able to help your clients before Year End to make that a smooth process

R.I.P. to I.O.P. - Evaluating Payroll Services with guest ADP

Intuit Online Payroll is being discontinued. When events like this happen, sometimes it causes people to re-evaluate their portfolio of services. If you are looking for another Payroll service provider, ADP just might be a viable option. Jen Gesing of ADP will join Michelle and Dan to talk about how some accounting firms are partnering with ADP to offer a wide spectrum of payroll offerings.

10.11.2022 - Appy Camp Recap

Tue, 11 Oct 2022 14:13:35 GMT

10.11.2022 - Appy Camp Recap

Michelle and Dan are joined by Heather and Liz from the 'Appy Hour who imagined a great "What if?" and created a camp retreat for the accounting community. No one knew what to expect. What we took away from it was something different for everyone. We will review and relive this remarkable event.

09.27.2022 - QBO and Spreadsheets

Tue, 27 Sep 2022 12:06:40 GMT

09.27.2022 - QBO and Spreadsheets

Michelle and Dan are joined be Trevor Lee of Genius Sheets and Top 100 ProAdvisor Jonathan Bello to discuss using spreadsheets with QB Online

What's New in QuickBooks Desktop 2023

Tue, 13 Sep 2022 13:09:00 GMT

QB Power Hour - What's New in QuickBooks 2022

Michelle and Dan discuss the new enhancements and features of QuickBooks Desktop 2023

New Feature Tutorial Videos

Upgrading your QuickBooks with the Desktop Manager

Inventory Categories

Intercompany Transfers

Using Expirations Dates in QuickBooks Inventory

QBOA Cleanup and Year End

Fri, 26 Aug 2022 14:38:50 GMT

QBOA Cleanup and Year End

Michelle revisits her breakout class she taught at Scaling New Heights 2022 accounting conference by covering the Accounting Tools and resources available to accounting professionals in QuickBooks Online Accountant

Managing Multiple Payment Methods w/Bookkeep

Tue, 16 Aug 2022 13:10:21 GMT

Managing Multiple Payment Methods w/Bookkeep

Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Dawn Brolin to discuss the dangers of "living in the Bank Feed" when you have a client using the same payment methods across multiple external sales channels , and how Bookkeep can streamline the process for you and your clients

08.02.2022 - QuickBooks Online Updates

Tue, 02 Aug 2022 15:19:46 GMT

QuickBooks Online Updates

Dan and guest host, Carrie Kahn, discuss the more recent changes to QuickBooks Online ecosystem. Keeping up with the changes can be difficult, but we will do our best to summarize them for you.

Making Cheddar When Intuit Moves the Cheese

Tue, 05 Jul 2022 13:18:07 GMT

Making Cheddar When Intuit Moves the Cheese

Michelle and Dan are joined by Carrie Kahn, Intuit's 2021 Partner of the Year in the QSP channel as she discusses her journey and how she adjusts to the ever changing landscape in the accounting community to grow her practice.

Deep Dive into Ignition App

Tue, 07 Jun 2022 14:42:12 GMT

06-07-2022 Deep Dive into Ignition App

Michelle and Dan are joined by Ryan Embree from Ignition to take a deeper dive into how this app can help with automating client engagement tasks

Desktop Migration - Best Practices and Demo

Mon, 23 May 2022 16:53:13 GMT

Desktop Migration - Best Practices and Demo

Converting to QuickBooks Online from desktop might be new for some, old hat for others, but with renewed vigor, intuit has put a lot of resources into this process. Michelle and Dan will be joined by a panel of Intuit specialists to speak to the conversion process and best practices

Niche Nuances - Convenience Stores and Gas Stations

Tue, 10 May 2022 14:21:15 GMT

Niche Nuances - Convenience Stores and Gas Stations

Michelle and Dan are joined by Alicia Katz Pollock, who literal wrote the book on Mastering QuickBooks for Convenience Stores and Gas Stations. We talk through some of the unique situations that occur for this type of industry.

QuickBooks Desktop Features - Feedback Session

Mon, 25 Apr 2022 19:29:24 GMT

QuickBooks Desktop Features - Feedback Session

Have you ever wanted to move a client to QB Online, but the feature just doesn't exist, now is you chance to tell Intuit what to work on. In Yun, PM from Intuit QBO Accountant Group will lead us through a session allowing you to to submit feedback on the missing features in QBOnline

The Weird Wacky Wild World of Sales Tax w/ Guest Avalara

Mon, 11 Apr 2022 20:52:11 GMT

The Weird Wacky Wild World of Sales Tax w/ Guest Avalara

Michelle and Dan discuss how Sales Tax works in QuickBooks Desktop and Online and are joined by our friends at Avalara to discuss some of the oddball sales tax laws and how they can help you stay on top of them for your clients.

What's New in QuickBooks QuickBooks Online (Mar 20222)

Tue, 29 Mar 2022 12:27:01 GMT

QB Power Hour - What's New in QuickBooks 2022

Michelle and Dan discuss some of the initiative that are live or coming very soon to QuickBooks Online

New Feature Tutorial Videos

QuickBooks Early Pay

Amazon Business Walkthrough

Leveraging Partnerships to Grow Your Practice

Mon, 14 Mar 2022 15:43:32 GMT

Leveraging Partnerships to Grow Your Practice

Michelle and Dan are joined by Carrie Kahn, Intuit's 2021 Partner of the Year in the QSP channel as she discusses her journey and how she leverages partnerships to grow her practice.

Tech Trends in the Accounting Industry w Blake Oliver and Relay

Tue, 01 Mar 2022 15:00:11 GMT

Tech Trends in the Accounting Industry w Blake Oliver and Relay

Michelle and Dan are joined by Blake Oliver and Daniel Gertrudes to discuss the latest Tech Trends in the accounting industry. Brought to you by Relay.

Tips for Selling and Automating Advisory

Tue, 15 Feb 2022 16:15:44 GMT

02-15-2022 - Tips for Selling and Automating Advisory Services

Michelle and Dan are joined by Josh Lance from Practice Ignition to discuss how firms can craft, sell, and automate advisory services.

"Works with QuickBooks" (Yeah Right!!)

Tue, 04 Jan 2022 14:05:52 GMT

"Works with QuickBooks" (Yeah Right!!)

Michelle and Dan are joined by Jason Richelson from Bookkeep to discus the Good, The Bad, and the Ugly of Accounting Integrations

Making a Roadmap to Advisory

Tue, 14 Dec 2021 16:32:14 GMT

12-14-2021 - Making a Roadmap to Advisory - Pt. 1

In this 2 part webinar series, Michelle and Dan are joined with Rob Chandler to discuss obstacles the accounting professionals have to overcome to offer advisory services to their clients.

02-01-2022 - Playbook to Advisory Services- Pt. 2

In this 2 part webinar series, Michelle and Dan are joined with Rob Chandler to continue to discuss obstacles the accounting professionals have to overcome to offer advisory services to their clients. PATH by Simplex is has created a playbook to give you a guide you to building the processes and procedures to add higher value services to your practice.

QB Power Hour - G'Bye IOP , Hello QBO Payroll

Tue, 23 Nov 2021 15:25:06 GMT

QB Power Hour - G'Bye IOP , Hello QBO Payroll

Michelle and Dan are joined by Lief Linden, Sr. Program Manager for QuickBooks Payroll to discuss the QuickBooks Payroll offerings and the transition plan for Intuit Online Payroll service to QuickBook online payroll ecosystem.

This video overview's the transition process from IOP to QBO Payroll for Accountants

R.I.P. to I.O.P. - Evaluating Payroll Services with guest ADP

Mon, 08 Nov 2021 22:28:45 GMT

R.I.P. to I.O.P. - Evaluating Payroll Services with guest ADP

What's New in QuickBooks Desktop 2022

Tue, 28 Sep 2021 13:54:01 GMT

QB Power Hour - What's New in QuickBooks 2022

Michelle and Dan are joined by Accountant Leader Ted Callahan and host of others from Intuit as we discuss the new features in QuickBooks Desktop 2022.

New Feature Tutorial Videos

Upgrading your QuickBooks with the Desktop Manager

Uploading Bills through the Mobile App

Paying Bills Online through Melio in QB Desktop

Setting Up Custom Bill Approval in QuickBooks Enterprise

QB Power Hour - Selling on Amazon (Panel Discussion)

Tue, 14 Sep 2021 14:23:15 GMT

QB Power Hour - Selling on Amazon (Panel Discussion)

Michelle and Dan are joined by Randall Horn and Erick Eidus. Randy sells games on Amazon where Erick manufactures a product and has Amazon fulfill it. Both have unique circumstances in their businesses in order to work with Amazon as a marketplace.

QB Power Hour - Making a Statement with MoneyThumb

Mon, 30 Aug 2021 16:58:43 GMT

QB Power Hour - Making a Statement with MoneyThumb

Michelle and Dan are joined by Ryan Campbell from MoneyThumb to demonstrate a n invaluable tool that can be used on both QuickBooks Online and desktop to get transactions into QuickBooks when all you have is a bank statement.

Related Webinars:

QB Power Hour - Bank Feeds Rule the Rules (QBO and Desktop)

Michelle and Dan talk about the Bank Feeds in QB Desktop and Online and how you can work with them to increase your and your client's efficiency.

QB Power Hour - Webinars with Relay

Tue, 20 Jul 2021 15:12:10 GMT

QB Power Hour - 7/20/2020 - Adding A/P as a Service with Relay

Michelle and Dan are joined again by Yoseph West who helps us discuss some of the struggles Small Businesses have with Accounts Payable Functions and how Relay can help.

New Paragraph

QB Power Hour - 11/20/2020 - QB Cash and Digital Banking with Relay

Dan, along with Matt and Lynda, (subbing for Michelle) are joined by Yoseph West from Relay as we discuss the state of the Banking industry, the challenges that arise for the accounting industry, and how QuickBooks Cash and Relay Financial can address some of those challenges

QB Power Hour - Declare Your Independence from Busywork with Zapier (guest Heather Satterley)

Tue, 06 Jul 2021 02:19:13 GMT

QB Power Hour - Declare Your Independence from Busywork with Zapier (guest Heather Satterley)

Michelle and Dan are joined by Heather Satterley. Heather is an accounting professional who has dove head first into Zapier and how she can use it with her clients and her firm to speed up onboarding and automate some tasks..

QB Power Hour - Getting Your Clients to Respond to Your Requests the First Time

Wed, 09 Jun 2021 01:47:55 GMT

QB Power Hour - Getting Your Clients to Respond to Your Requests the First Time

In this second webinar with Liscio, Chris and Alison rejoin with Michelle and Dan to update us new enhancements and ways to work with clients without an interruption to their day.

Getting your clients to respond to your requests in a way that creates a delightful experience is a win -win situation for your practice. Michelle and Dan are joined by Chris Farrell and Alison Ball from Liscio to discuss ways to work with clients regardless of what program you are using.

Podcast 6/8/2021

Podcast - 3/16/2021

QB Power Hour - Niche Nuances - Real Estate Webinars w/ Gita Faust

Tue, 25 May 2021 18:13:06 GMT

QB Power Hour - Niche Nuances - Real Estate Flips w/ Gita Faust

Michelle and Dan are joined by Gita Faust. Gita is an accounting professional who specializes in Real Estate accounting, and she has even created some apps to assist with her day to day work. Gita has written books and course on multiple topics in Real Estate. She is joining us to discuss some of the of the unique circumstances that Flippers and Investors face and how those challenges can be addressed within QuickBooks.

QB Power Hour - Niche Nuances - Real Estate Rentals w/ Gita Faust

Michelle and Dan are joined by Gita Faust. Gita is an accounting professional who specializes in Real Estate accounting, and she has even created some apps to assist with her day to day work. Gita has written books and course on multiple topics in Real Estate. She is joining us to discuss some of the of the unique circumstances that Rentals face and how those challenges can be addressed within QuickBooks.

QB Power Hour - QBO Advanced Feature Deep-Dive Series

Tue, 11 May 2021 14:39:07 GMT

QB Power Hour - QBO Advanced Feature Deep-Dive Series

In 2021 Michelle and Dan will do a series of webinars centered around QBO Advanced and some of the key features that set QBO Advanced from the other versions of QBO.

QBO Advanced in QBOA

One of the great advantages of your QBOA client dashboard is the included QBO Company as part of the Your Books section. It allows Accounting professionals the ability to use QBO for their own firm's books, and, by doing so, refer or recommend QBO to their clients. When QBOA was released in 2014, the highest version of QBO was the Plus. With the release of QBO Advanced in 2018, that no longer was the case. Beginning in March of 2021, Intuit will begin rolling out the features of QBO Advanced into QBOA. This series will cover and highlight the main features that you will begin to see in your QBOA. We will talk about how will use them and how they can benefit your clients.

Webinar #1 - QBO Advanced in QBOA - Overview and Timeline - Feb 16, 2021

First Webinar

In this webinar, we will have some folks from Intuit who are instrumental in the Planning of this rollout of these new features to QBO discuss at a higher level the features you will see in QBOA and when you should expect to see them. With any luck, new Accountant leader, Ted Callahan will be joining us to introduce himself and kickoff the initiative.

Webinar #2 - QBO Advanced feature Deep Dive - Custom Fields - March 30, 2021

Second Webinar

In this webinar, Matt Fulton of Parkway Business Solutions will be joining us to take a deeper dive into Custom Fields in QBO Advanced and how Accounting firms can utilize them to enhanced their efficiencies in their Firm's Books

Webinar #3 - QBO Advanced feature Deep Dive - Tasks and Workflows - May 11, 2021

Third Webinar

In this webinar, Michelle and Dan will take a deeper dive into Tasks and Workflows as a way to build automation within your books for your firm and how that can be a timesaver and efficiency with your clients.

Webinar #4 - QBO Advanced feature Deep Dive - Batch & Importing Transactions

Fourth Webinar

In the webinar for this series, Michelle and Dan will cover the options you have within efficiencies you can use with batch create or modify, or importing bulk transactions as an Advanced feature in your books.

Webinar #5 - QBO Advanced feature Deep Dive - Reporting Enhancements

Fifth Webinar

In this webinar, Hector Garcia will be joining us to take a deeper dive into the Performance Center and the NEW Report Builder. These "drool-worthy" reporting tools are sure to give you some powerful insights for your firm that you can then use to bring value to your clients.

Webinar #6 - QBO Advanced feature Deep Dive - Users and Roles

Final Webinar

In this webinar, Michelle and Dan will discuss the changes in Users and Roles so you can set up security boundaries to ensure proper access.

QB Power Hour - Niche Nuances - NonProfits with Megan Tarnow

Tue, 27 Apr 2021 08:00:02 GMT

QB Power Hour - Niche Nuances - NonProfits with Megan Tarnow

Michelle and Dan are joined by Megan Tarnow and Leslie Johnson. Megan is an accounting professional who specializes in non profit accounting, and Leslie is the Executive Director of Gray Wolf Publishing. Both are joining us to discuss some of the of the unique circumstances that non profits face and how those challenges can be addressed within QuickBooks.

QB Power Hour - Backing Up your Data (Desktop and Online) with Guest Rewind

Tue, 13 Apr 2021 15:26:04 GMT

QB Power Hour - Connect, Collaborate, and Grow with your Clients with Path

In this webinar, we will explore safeguarding your data with backup in QuickBooks desktop and online and will be joined by Nichole Dyer from Rewind to demonstrate their online backup solution.

QB Power Hour - Increasing Share of Customer with Websolutions

Tue, 02 Mar 2021 01:04:41 GMT

QB Power Hour - Increasing Share of Customer with Websolutions

Michelle and Dan will be joined by Jason Pelland, Director of maWebCenters to cover an affiliate program that will all you to leverage a suite of turnkey B2B services with that Accountants and Bookkeepers can recommend as part of their advisory services they offer.

QB Power Hour - 5 Common Mistakes and How to Fix Them

Tue, 19 Jan 2021 16:09:00 GMT

QB Power Hour - 5 Common Mistakes and How to Fix Them

Michelle and Dan will cover a few common mistakes made in QuickBooks and how to address them.

QB Power Hour - Growth in 2021 - A Cloud Accountant's Playbook

Tue, 05 Jan 2021 16:25:00 GMT

QB Power Hour - Growth in 2021 - A Cloud Accountant's Playbook

Welcome to 2021 (more importantly, GOODBYE 2020!!! Michelle and Dan have a great panel discussion with Yoseph West from Relay Financial , Ryan Embree from Practice Ignition, and Ian Vacin from Karbon on a Playbook for 2021 Growth for Cloud Accountants. We cover some of the highlights of the project and speak to some of the topics you can access in this resource for your growing practice.

QB Power Hour - Preparing for Year End

Tue, 08 Dec 2020 15:42:13 GMT

QB Power Hour - Preparing for Year End

Dan and Michelle will be highlighting some features to make your clients end of the year not seem like the end of the world!!

QB Power Hour - Telling Your Story - Marketing for Accountants

Tue, 10 Nov 2020 16:07:55 GMT

QB Power Hour - Telling Your Story - Marketing for Accountants

Dan and Michelle are by Dave Young, a Partner in Wizard of Ads where we discuss how Accountants and Bookkeepers create characters and tell a story to market their practice.

QB Power Hour - Sending and Receiving Money with Melio

Tue, 27 Oct 2020 15:02:22 GMT

QB Power Hour - Sending and Receiving Money with Melio

Dan, along with Matt and Lynda, (subbing for Michelle) are joined by David Leary from Melio as we discuss how businesses Send and Receive Money and how Melio can help businesses and accounting firms simplify and schedule this process.

What's New in QuickBooks Desktop 2021

Tue, 29 Sep 2020 15:35:47 GMT

QB Power Hour - What's New in QuickBooks 2021

Dan is joined by Matthew Fulton and Carrie Kahn to cover the new and improved features in QuickBooks Desktop 2021

QB Power Hour - QuickBooks and the PPP

Tue, 15 Sep 2020 23:16:29 GMT

QB Power Hour - QuickBooks and the PPP

Michelle and Dan are joined by Hector Garcia and Matthew Fulton to give some insights into the PPP process and tracking that in QuickBooks Desktop and Online.

QB Power Hour - Desktop Data Integrity and QBO Conversion

Tue, 25 Aug 2020 23:23:49 GMT

QB Power Hour - Desktop Data Integrity and QBO Conversion

Michelle and Dan discuss Desktop Data Integrity and best practices to convert to QB Online

Special Accounts

Tue, 18 Aug 2020 15:42:36 GMT

QB Power Hour - QB Special Accounts

Michelle and Dan discuss Special Accounts and the functionality tied to them.

QB Power Hour - QuickBooks Online Advanced: Built for the complexities of today and tomorrow

Tue, 04 Aug 2020 21:27:16 GMT

QB Power Hour - QuickBooks Online Advanced: Built for the complexities of today and tomorrow

Michelle and Dan did a series of webinars centered around adding QBO Advanced into your solutions that you provide as an Accounting Professionals

(4 of 4) Michelle and Dan are joined by Carolyn Bao as she takes a look back on the history of QBO Advanced and gives some coming insights into what is to come.

QB Power Hour - Niche Nuances - Legal

Wed, 22 Jul 2020 00:12:35 GMT

QB Power Hour - Niche Nuances - Legal

Michelle and Dan are joined by Bryan Canavan - Legal Professional and Lynda Artesani - Accounting Professional to discuss the Legal Industry and what unique aspects that Industry has in that niche, and how to overcome them to become an advisory professional to your clients.

QB Power Hour - QBO Advanced - Industry Experts Discuss Managing Today's Business Complexity

Tue, 07 Jul 2020 21:24:25 GMT

QB Power Hour - QBO Advanced - Industry Experts Discuss Managing Today's Business Complexity

Michelle and Dan did a series of webinars centered around adding QBO Advanced into your solutions that you provide as an Accounting Professionals

Michelle and Dan are joined but a panel of Industry experts where we discuss how QBO Advanced has helped them help their clients save time and money

Simplifying e-Commerce Accounting with Webgility

Tue, 23 Jun 2020 22:38:51 GMT

Simplifying e-Commerce Accounting with Webgility

Michelle and Dan are joined by Webgility where they will talk about how their solution can simplify accounting in QuickBooks when you add on the complexities of e-Commerce.

QB Power Hour - All QBO Advanced Can Do!!

Tue, 09 Jun 2020 21:21:43 GMT

QB Power Hour - All QBO Advanced Can Do!!

Michelle and Dan did a series of webinars centered around adding QBO Advanced into your solutions that you provide as an Accounting Professionals

Michelle and Dan are joined by Erin Walsh Dyer to cover all that QBO Advanced can do.How can you address some of the "new normal" complexities in today's business environment , and still provide a value added service to your clients

QB Power Hour - New Tools for the Accountant in QBO

Wed, 27 May 2020 00:17:13 GMT

QB Power Hour - New Tools for the Accountant in QBO

Michelle and Dan talk about some new Tools for the Accountants in QB Online - Month End Bookkeeping and the Performance Center

QB Power Hour - Finding Growth in the Next 6 Months: Using QBO Advanced to Help More Complex Clients

Tue, 12 May 2020 16:15:34 GMT

QB Power Hour - Finding Growth in the Next 6 Months: Using QBO Advanced to Help More Complex Clients

Michelle and Dan did a series of webinars centered around adding QBO Advanced into your solutions that you provide as an Accounting Professionals

(1 of 4) Mario Nowogrodzki joins Dan and Michelle to talk about how as a valued member of your clients team you can help guide your clients through the next 6 months while bringing valuable finance and operational benefits to their business GO

QB Power Hour - Niche Nuances - Retail

Tue, 28 Apr 2020 16:43:02 GMT

QB Power Hour - Niche Nuances - Retail

Michelle and Dan are joined by William English as he gives his perspectives on this industry and how you can become a valued advisor if this is a Niche you are interested in

Sales Tax - Be a Hero without Being an Expert

Tue, 24 Mar 2020 23:01:01 GMT

QB Power Hour - Sales Tax: Be a Hero without being the Expert

Dan and Michelle are joined by Matt Lammond of Avalara to talk about Sales Tax in QB Desktop and Online and how Avalara can help when you have a client with tricky sales tax issue.

QB Power Hour - Niche Nuances - e-Commerce

Tue, 17 Mar 2020 16:49:00 GMT

QB Power Hour - Niche Nuances - e-Commerce

Dan and Michelle are joined by Veronica Wasek who decided to specialize in e-Commerce over a year ago. She shares her experiences and learnings of the unique business needs of these types of businesses.

QB Power Hour Batch Recording Transactions with Transaction Pro Importer

Tue, 18 Feb 2020 23:37:08 GMT

QB Power Hour Batch Recording Transactions with Transaction Pro Importer

Dan and Michelle are joined by Val and Michelle from Transaction Pro so show how you import multiple transactions into QB Online and desktop

QB Power Hour Transforming your Practice with Automation in 2020 with ReceiptBank

Tue, 21 Jan 2020 23:30:31 GMT

QB Power Hour Transforming your Practice with Automation in 2020 with ReceiptBank

Michelle and Dan discuss the important and automating some of the processes in your practice and look into one option to be able to do that across all your clients with ReceiptBank

QB Power Hour Marketing and Content Creation

Tue, 15 Oct 2019 16:37:36 GMT

QB Power Hour - Marketing and Content Creation

Dan DeLong talks with his Marketing friend, David Young of the Wizard of Ads Marketing group and we talk about personas in Marketing, and simple exercise to create content.

QB Power Hour - Simplify Your Life, Autymate Your Work

Tue, 25 Jun 2019 23:17:42 GMT

QB Power Hour - Simplify Your Life, Autymate Your Work

Today's Episode we are joined by Bryan and Brad from Autymate. They will discuss and demonstrate a new groundbreaking application that can combine and synchronize 160 systems. This is a game changer in the app space and we are thrilled they could join us today and share it with you first.

QB Power Hour

Unfollow The Rules to Clone & Conquer Discussions with Sharrin

Unfollow The Rules to Clone & Conquer Discussions with Sharrin

Is the Grass Greener with Digits?

Is the Grass Greener with Xero?

01.20.26 Intuit Accountant Suite is the New QBOA

01.20.26 Intuit Accountant Suite is the New QBOA

Links from Today's Webinar

01.06.26 1099 Strategies: Is QuickBooks Enough?

01.06.26 1099 Strategies: Is QuickBooks Enough?

Links from Today's Webinar

12.09.25 Books to Books:From Best Seller to Balance Sheet

12.09.25 Books to Books:From Best Seller to Balance Sheet

Links from Today's Webinar

11.25.25 QuickBooks Gratitude 2025: Features We Love

11.25.25 QuickBooks Gratitude 2025: Features We Love

Links from Today's Webinar

11.11.25 The State of QB Desktop: How Fourlane CX can stretch the life of QB Desktop

11.11.25 The State of QB Desktop: How Fourlane CX can stretch the life of QB Desktop

Links from Today's Webinar

09.30.25 - Securing Your Intuit Login

09.30.25 - Securing Your Intuit Login

Prior Power Hour Webinar - 10.22.24 - Managing Intuit Login

10.14.25 - Time-Saving Tech Solutions for Accountants

10.14.25 - Time-Saving Tech Solutions for Accountants

Links from Today's Webinar

09.16.25 - QuickBooks Rev Share Models: What The Pros Should Know

09.16.25 - QuickBooks Rev Share Models: What The Pros Should Know

09.02.25 Closing Conversion Gaps: QuickBooks Desktop to Online with Method

09.02.25 Closing Conversion Gaps: QuickBooks Desktop to Online with Method

Workshops with Method

Customizing Form Templates

Emailing Limitations and Options in Desktop

Advanced Pricing in QuickBooks and Method

08.19.25 Moving QuickBooks Desktop to Online - Latest Updates

08.19.25 Moving QuickBooks Desktop to Online - Latest Updates

Migrating Attachments

Migrating Payroll

Prior QB Power Hour on Migration

08.05.25 Intuit/QB Updates and FB Group Post Q&A

08.05.25 Intuit/QB Updates and FB Group Post Q&A

New AI-Powered Bank Feed

AI Agents

App Showdown - All-in-One Spend Management: Ramp vs. Corpay One [7.22.25]

App Showdown - All-in-One Spend Management: Ramp vs. Corpay One [7.22.25]

Client Collaboration in QuickBooks [7.8.25]

Client Collaboration in QuickBooks [7.8.25]

Money Out - Spend Management with QuickBooks [6.10.25]

Money Out - Spend Management with QuickBooks [6.10.25]

Login Vulnerabilities and QB Pricing Updates [5.27.25]

Login Vulnerabilities and QB Pricing Updates [5.27.25] ﻿

Is the Grass Greener with Xero?

Is the Grass Greener with Xero?

Behind on AI Adoption? Because the Second Best Time to Start is Today!

Behind on AI Adoption? Because the Second Best Time to Start is Today!

04.15.25 Intuit/QB Updates and FB Group Post Q&A

04.15.25 Intuit/QB Updates and FB Group Post Q&A

04.01.25 - Daily Sales Summaries and LightSpeed QB Integration

04.01.25 - Daily Sales Summaries and LightSpeed QB Integration

To learn More about Lightspeed, receive an exclusive discount, and free software for 3 months (Expires April 30, 2025) - Follow the Steps Below

03.18.25 - Bug, Glitch, or User Error?

03.18.25 - Bug, Glitch, or User Error?

03.04.25 - Bridging the Apps

03.04.25 - Bridging the Apps

Prior Zapier Webinar on QB Power Hour

02.18.25 - Client Conversation Coach

02.18.25 - Client Conversation Coach

02.04.25 - Intuit News and Updates

02.04.25 - Intuit News and Updates

1.21.25 - Transferring QuickBooks Online Data Best Practices

1.21.25 - Transferring QuickBooks Online Data Best Practices

1.07.25 - I Got 1099 Problems

1.07.25 - I Got 1099 Problems (But a Workflow Ain't One)

12.3.24 - Sales Tax Limitations in QuickBooks Online

Sales Tax Limitations in QuickBooks Online: When to turn to Avalara

11.19.24 - Sales Tax in QuickBooks Online

11.19.24 - Sales Tax in QuickBooks Online

11.05.24 - Intuit News and Updates

11.05.24 - Intuit News and Updates

10.22.24 - Managing Intuit Logins

Login Vulnerabilities and QB Pricing Updates [5.27.25]