QB Power Hour Podcast

Dan DeLong & Michelle Long
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour webinars, we will explore the proper and optimized use of both QuickBooks Online and Desktop, whichever you use. You will enjoy our powerful tips and tricks!! Plus We'll have selected 3rd party apps, management practice topics (like value pricing) and more!!

  1. 23 AUG

    Moving Desktop to Online - Latest Updates [08.19.25]

    Thinking about switching from QuickBooks Desktop to Online? This webinar covers the latest updates and guides you through a the migration process. From prepping your files to choosing the right method, Dan and Matt share actionable tips to ensure a smooth transition for business owners and accountants alike. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Watch the video replay and other resources for this episode at: https://www.qbpowerhour.com/08-19-25-moving-quickbooks-desktop-to-online-latest-updates Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Housekeeping 01:19 Earning Continuing Professional Education Credit 02:25 Welcome to QB Power Hour 02:42 Latest Updates on QuickBooks Desktop to Online Migration 03:20 Meet the Hosts 05:12 Overview of QB Power Hour 06:01 Intuit News and Desktop Conversion 07:26 Polling Question: Desktop Migration Experience 10:49 New Options for Desktop Migration 21:37 Migration Checklist and Status 25:01 Live Migration Walkthrough 30:30 Converting Inventory Items to Non-Inventory Parts 31:37 Best Practices for QuickBooks Online Migration 34:08 Understanding Intuit's Multi-Factor Authentication 44:07 Payroll Migration Process Explained 53:16 Handling Attachments During Migration 59:59 Final Thoughts and Upcoming Topics

    1h 1m

  2. 6 AUG

    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 QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Welcome 01:00 Meet the Hosts and Special Guest 02:06 Sharrin Fuller's Journey in the Industry 04:23 Housekeeping and QB Power Hour Overview 05:10 Main Topics Overview 06:18 Poll Question: QuickBooks Preferences 06:59 Discussion on QuickBooks Online vs Desktop 09:10 Introduction to AI Agents in QuickBooks 11:12 Deep Dive into AI Agents 20:35 Advanced Features and Insights 31:06 AI Powered Bank Feed 33:22 Introduction to Bank Feeds and Feedback Channels 34:35 Understanding the Voice of the Customer 35:16 Exploring the Canny Feedback Platform 36:18 Accountants' Perspectives on Feedback Channels 39:37 Intuit Tech Survey Insights 41:05 AI and Automation in Accounting 44:55 Strategic Advisory Services 48:15 Tech Overload in Accounting Firms 53:40 QBO Payroll Challenges 56:31 Troubleshooting QuickBooks Payments 59:39 Conclusion and Future Topics

    1h 1m

  3. 23 JUL

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

    Choosing the right spend management platform can make or break your business's financial efficiency. In this webinar, we’re putting two heavyweights—Ramp and Corpay One—head-to-head in the ultimate showdown of all-in-one spend management solutions. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Learn about Ramp: https://snip.ly/RAMPSOFB Learn about Corpay1: https://snip.ly/CP1SofB Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction to QB Power Hour 00:32 Housekeeping Tips and Resources 01:06 Earning Continuing Professional Education Credit 02:11 Welcome and Introductions 03:54 Overview of QB Power Hour Web Series 04:41 Intuit News and Expense Claims Update 05:50 App Showdown: RAMP vs. Core Pay One 12:04 Spending Platforms and QuickBooks Limitations 19:07 Virtual Cards and Fraud Prevention 27:50 RAMP's Advanced Features and Policies 35:45 Policy Enforcement with AI Agents 37:35 Automating Transactions and QuickBooks Integration 38:41 Ramp's Pricing and Free Features 41:36 Advanced Approval Workflows 42:56 Cashback and Rewards System 47:42 Comparing Ramp and Core Pay Pricing 50:23 QuickBooks Integration Details 56:07 Accountant Partnership and Revenue Sharing 59:06 Final Thoughts and Q&A

    1h 3m

  4. 8 JUL

    Client Collaboration: Accessing QuickBooks Client Data

    Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. We will be joined by our friends at Qbox to take a closer look at how this option works. Learn About Qbox - https://snip.ly/SOBQBox QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction to QB Power Hour Webinar Series 00:28 Housekeeping Tips and Resources 01:02 Earning Continuing Professional Education Credit 02:08 Technical Difficulties and Panelist Introduction 02:49 Client Collaboration in QuickBooks Desktop 05:57 Introduction of Sarah and Her Background 13:19 Intuit News and Pricing Changes 19:14 Working with Clients in QuickBooks Online 26:22 Accountant Tools in QuickBooks Desktop 31:45 The Ping Pong of File Transfers 32:39 Challenges of File Restoration 33:58 Remote Access and Screen Sharing 34:19 Accountant Copy Process 36:57 Web Service for File Transfers 38:55 Issues with Accountant's Copy 41:54 Journal Entries as a Backup 42:47 On-Site Work vs. Cloud Hosting 46:59 Remote Access Solutions 48:46 Introduction to Q Box 49:42 How Q Box Works 55:23 Benefits of Q Box 57:38 Conclusion and Next Steps

    58 min

  5. 29 MAY

    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. 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/

    1h 3m

  6. 14 MAY

    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. Learn about Xero: https://xero5440.partnerlinks.io/80w3795vt0k0-nx0cim CPE offered through Earmark. There is no Live CPE for this Webinar, however you can check out the Prior CPE eligible sessions here: https://bit.ly/QBPHCPE QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Matthew "Spot" Fulton and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog  Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction to Earmark App and Course Enrollment 01:07 Welcome to QB Power Hour Webinar Series 01:42 Today's Topic: Is the Grass Greener at Xero? 02:31 Meet the Guest Speakers: Sarah Prevost and   Artesani 04:47 Discussion on QuickBooks and Xero 15:05 Intuit's Changes and Their Impact 25:28 Exploring Xero's Features and Support 36:02 Xero's Bank Feed and Reconciliation 38:02 Discussing Xero Payroll Capabilities 38:46 Reconciliation Process in Xero 41:04 Exploring Xero's User Interface 41:54 Bulk Work and Cash Coding in Xero 43:14 Mobile App Enhancements 43:34 Customizing Chart of Accounts 45:08 Financial Statements and Reporting 47:41 Time Tracking and Project Management 51:03 Find and Recode Tool 53:02 Xero Pricing and User Management 55:31 Xero App Store and Integrations 57:06 Certification and Training for Xero 58:59 Comparing Xero and QuickBooks 01:01:37 Merchant Services and Inventory Management 01:03:43 Final Thoughts and Closing Remarks

    1h 6m

  7. 29 APR

    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. 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

    1 hr

  8. 15 APR

    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 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

    1h 8m
See All (143)

About

This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour webinars, we will explore the proper and optimized use of both QuickBooks Online and Desktop, whichever you use. You will enjoy our powerful tips and tricks!! Plus We'll have selected 3rd party apps, management practice topics (like value pricing) and more!!

Information

  • Creator
    Dan DeLong & Michelle Long
  • Years Active
    2019 - 2025
  • Episodes
    143
  • Rating
    Clean
  • Copyright
    © 2025 QB Power Hour Podcast
  • Show Website
    QB Power Hour Podcast

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