QB Power Hour Podcast

Dan DeLong & Matthew Fulton

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 Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM Eastern 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, and more!!

  1. Jun 5

    Making Bulk Edits in QuickBooks [5.26.26]

    In this QB Power Hour, we’re breaking down the smartest ways to clean things up at scale inside QuickBooks (and when to step outside of it). We’ll walk through real tools and workflows that help you fix data faster, more accurately, and with way less risk. We’ll cover: • When to use built-in tools like the Reclassify Transactions tool and Undo in the bank feed • How to handle vendor reclasses and large-scale cleanup scenarios • When tools like RightTool, Transaction Pro, Saasant, and Spreadsheet Sync actually make sense • Common bulk-edit mistakes (and how to avoid them) • How to sanity-check your work so you don’t create bigger problems downstream Because bulk edits shouldn’t feel like a gamble. With the right approach, they’re one of the fastest ways to clean up your books and get back in control. Learn more about the Bulk Edits Cohort: https://www.schoolofbookkeeping.com/offers/XyReUTwy  QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers 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/

  2. May 29

    Job and Project Costing: You Can Actually Do That in QuickBooks Online? [03.31.26]

    Think job costing in QuickBooks Online is clunky, limited, or just plain confusing? You’re not alone. But here’s the real question: are you underusing what’s already there? In this session, we’re digging into what job and project costing actually looks like inside QuickBooks Online, and where it works well (and where it doesn’t). We’ll break down practical workflows for tracking income, labor, materials, and profitability by job so you can stop guessing and start seeing real numbers. We’ll also cover: How Project tracking functions in QBO and what it can (and can’t) handleJob costing strategies for contractors and field service businessesTracking equipment and assets tied to specific jobsInventory considerations for specialized tradesWhen you may need to integrate a tool like Fishbowl for more advanced inventory management If you work with contractors, construction clients, or specialized trades that need tighter cost visibility, this session will give you clarity on what’s possible, and what requires a smarter tech stack. Because sometimes the answer isn’t “QuickBooks can’t do that.” It’s “You just haven’t set it up strategically.” QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers 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/

  3. May 15

    Books Review vs. Books Close: Is the Juice Worth the Squeeze? [03.17.26]

    Comparing Books Close to the Books Review Feature for Accountant Users There’s more than one way to “lock things down” in QuickBooks Online… but which one actually makes sense for your firm? In this upcoming QB Power Hour, we’re breaking down the real differences between Books Review and Books Close for accountant users. What do they actually do? Where do they overlap? And most importantly are you adding steps that don’t move the needle? We’ll dig into: What Books Review is designed to streamline (and where it shines) What Books Close actually locks down and what it doesn’t Workflow implications for monthly and year-end processes Risk management, team accountability, and client impact Whether using both is strategic… or just extra clicks As always, this won’t be theory. We’ll keep it practical, candid, and focused on what matters in real firms doing real work. If you’ve been wondering whether the “juice is worth the squeeze” when it comes to your close process, this session is for you. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers 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 Welcome and Agenda 01:19 Webinar Format Updates 02:57 New Series Categories 04:25 Housekeeping and Q&A 05:48 Poll on Books Review 07:54 Why Use Books Review 09:47 Desktop 2023 Discontinuation 13:32 Will Desktop End Soon 18:53 Books Close Overview 21:00 Playbook and Task Sections 23:22 Books Review New Experience 25:37 Where to Find Books Review 28:21 Need Global Templates 29:36 Finding Books Close Tool 30:01 Feature Comparison Spreadsheet 33:23 Cleanup Versus Pre Close 35:05 Who Books Close Is For 38:12 Reconciliation Inside Tool 43:37 Transaction Review Controls 46:44 Payee Review And 1099s 48:48 Final Review Wrap Up 52:09 Pricing Beta And Billing 55:02 Removing Clients Limitation 57:39 Next Session And Farewell

Ratings & Reviews

2.5
out of 5
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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 Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM Eastern 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, and more!!

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