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.

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 Housekeeping
01:03 Earning Continuing Professional Education Credit
02:09 Welcome and Today's Topic Overview
02:53 Meet the Hosts and Guests
05:53 Avalara's Role in 1099 Compliance
07:20 QuickBooks Desktop Pricing Changes
13:23 Understanding 1099 Forms and Compliance
30:43 Tax Return Tips and 1099 Reporting
31:07 Year-End Check Writing and Mismatches
32:35 Discussion on 1099-K and Marketplaces
34:17 New W-9 Form and IRS Changes
39:33 1099 Extensions and Penalties
41:02 Best Practices for 1099 Preparation
45:56 QuickBooks and Avalara Integration
50:48 Avalara 1099 Solution Overview
57:53 Final Thoughts and Next Steps

If 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!

Learn More about Autymate here:https://snip.ly/QBPHAUTY

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 Event Kickoff
00:52 Meet the Hosts and Guest Speaker
03:20 Overview of Today's Agenda
04:40 Poll Question and Intuit News
06:11 The Role of AI in Accounting
17:21 Challenges and Opportunities in the Accounting Industry
33:01 Automate: A Solution for Accountants
37:59 Introduction to the Exciting New Platform
38:07 Incorporating Bestselling Books into Business Strategies
38:26 The Five Pillars of Business and AI Integration
39:05 Simplifying Business Management with AI
39:25 Free Gift and Upcoming Features
40:54 Connecting to Multiple Systems
41:24 Creating a Single Pane of Glass for Clients
42:19 Expanding Advisory Services Beyond Financials
44:13 Interactive Tutorials and Dashboard Overview
50:55 Creating and Assigning Strategies
51:45 Gamification and Client Accountability
01:02:49 Pricing and Value Proposition
01:06:08 Final Thoughts and Next Steps

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.

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 Thanksgiving Week
01:47 QuickBooks Features We Love
02:43 Intuit and OpenAI Partnership
03:52 ChatGPT Integration Concerns
05:42 AI in QuickBooks: Potential and Challenges
20:54 Payroll Corrections and QBO Payroll
23:03 Amazon Business Integration
28:22 Mapping Items from Square to QuickBooks
29:06 Integrations Overview in QuickBooks Online
30:23 Customizing QuickBooks Navigation
37:08 Bulk Editing Features in QuickBooks
43:04 Desktop to QuickBooks Online Migration
50:05 Final Thoughts and Upcoming Features

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.

Replays and More resources on this webinar: https://www.qbpowerhour.com/25%20-%20the%20state%20of%20qb%20desktop

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 Housekeeping
00:51 Earning Continuing Professional Education Credit
01:56 Technical Difficulties and Casual Banter
03:13 Introduction to Today's Topic: State of QuickBooks Desktop
04:36 Guest Introduction: Marjorie Adams from Fourlane
06:59 Discussion on QuickBooks Desktop vs. QuickBooks Online
13:14 Intuit News and Updates
20:44 State of QuickBooks Desktop
31:48 Intuit Enterprise Suite
33:20 The Undervalued Market Spot
34:06 Intuit's Enterprise Suite and Naming Challenges
36:51 QuickBooks Desktop vs. Intuit Enterprise Suite
39:13 Transitioning to Cloud Solutions
40:18 Challenges and Solutions for Hosting QuickBooks
43:28 Custom Applications and Client Solutions
46:00 Introducing the Web-Based Product
47:53 Features and Benefits of the New Product
50:39 Cost Efficiency and Licensing
01:00:30 Final Thoughts and Future Discussions

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.

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 the replay and other links mentioned during the webianr here: http://www.qbpowerhour.com/10-14-25-time-saving-tech-solutions-for-accountants

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
00:23 Earning Continuing Professional Education Credit
01:30 Technical Difficulties and Casual Banter
02:10 Welcome to QB Power Hour
02:14 Time-Saving Tech Solutions for Accountants
02:39 Meet the Hosts: Dan and Sharrin
04:31 CPE and Resources Information
05:22 Intuit Enterprise Suite Update
15:39 The Eisenhower Matrix and Time Management
20:31 Cloning and Conquering: Automation and AI
25:32 Centra: AI Employees for Efficiency
34:39 Inbox Zero Methodology
35:25 Feedback on Email System Integration
37:03 Google Workspace Backup Tips
37:39 Automated Email Drafting and Customization
43:29 Scribe for Workflow Documentation
48:07 Motion: The Ultimate Productivity Tool
54:25 Anchor: Proposal to Payment Automation
59:50 Closing Remarks and Upcoming Events

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!

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 Housekeeping
01:17 Earning Continuing Professional Education Credit
02:23 Technical Difficulties and Welcome
03:27 Intuit Login Issues and Security Updates
07:57 New Invitation Process in QBO Accountant
16:32 Securing Your Intuit Login
29:00 Scam Interconnections and Data Mining
29:34 ProAdvisor Profile Scams
31:31 Identifying Phishing Emails
32:38 Personal Experiences with Scams
39:22 Protecting Your Accounts
41:07 Password and Authentication Best Practices
45:20 Email Aliases and Backup Admin Accounts
54:41 QuickBooks Payments and Bill Pay Vulnerabilities
58:41 Concluding Thoughts and Next Steps

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.

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 Housekeeping
01:41 Earning Continuing Professional Education Credit
02:50 Technical Difficulties and Casual Banter
03:17 Welcome to QB Power Hour
03:20 Revenue Share Models Overview
08:11 Intuit News: Direct Deposit Delay
20:15 ProAdvisor Billing Options
27:12 ProAdvisor Revenue Share Program
29:37 Humorous Start and Initial Thoughts
30:08 Challenges with QuickBooks Billing
30:48 Transition to Client-Managed Subscriptions
32:43 Introduction to QuickBooks Solution Providers (QSP)
36:01 Benefits and Drawbacks of QSP
39:59 Partner Programs and Revenue Sharing
48:12 Upcoming Events and Final Thoughts

Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition.

Learn More about Method:https://snip.ly/Method

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 Housekeeping
01:12 Earning Continuing Professional Education Credit
02:18 Welcome and Introductions
02:35 Today's Topic: Closing Conversion Gaps
04:11 Meet the Team
07:18 QB Power Hour Overview
08:59 Intuit News: Bill Pay Basic
14:16 Introduction to Method CRM
24:24 Feature Limitations and Customizations
29:09 Creating Dynamic Pamphlets in Method
30:22 Overcoming QuickBooks Limitations
32:06 Customizing Method for Your Business
35:26 User Permissions and Security in Method
45:18 Emailing Out of QuickBooks: Challenges and Solutions
51:19 Advanced Pricing and Custom Solutions
54:26 Partnering with Method: Benefits and Process
58:59 Conclusion and Next Steps