Podcast
QB Power Hour Podcast
Hosted by Dan DeLong & Matthew Fulton · EN
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!!
22episodes
Episodes
Newest firstAll episodes
Books Review vs. Books Close: Is the Juice Worth the Squeeze? [03.17.26]
1w ago00:59:52Tap to summarizeComparing Books Close to the Books Review Feature for Accountant UsersThere’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’tWorkflow implications for monthly and year-end processesRisk management, team accountability, and client impactWhether using both is strategic… or just extra clicksAs 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.00:00 Welcome and Agenda01:19 Webinar Format Updates02:57 New Series Categories04:25 Housekeeping and Q&A05:48 Poll on Books Review07:54 Why Use Books Review09:47 Desktop 2023 Discontinuation13:32 Will Desktop End Soon18:53 Books Close Overview21:00 Playbook and Task Sections23:22 Books Review New Experience25:37 Where to Find Books Review28:21 Need Global Templates29:36 Finding Books Close Tool30:01 Feature Comparison Spreadsheet33:23 Cleanup Versus Pre Close35:05 Who Books Close Is For38:12 Reconciliation Inside Tool43:37 Transaction Review Controls46:44 Payee Review And 1099s48:48 Final Review Wrap Up52:09 Pricing Beta And Billing55:02 Removing Clients Limitation57:39 Next Session And Farewell
Transcribe →The Open Tab : Your Space for Questions, Updates, and Clarity [3.3.26]
3w ago01:06:55Tap to summarizeThis isn’t your typical webinar, it’s an open floor.Each session is driven by what’s happening right now in the Facebook group, plus any QuickBooks or Intuit updates worth your attention.We’ll keep it loose, practical, and interactive:Answering real questions from real usersBreaking down QB changes (only if they matter)Giving you clarity you can actually useShow up with questions. Leave with answers.01:23 Webinar Changes and Registration06:24 New Series Lineup and Agenda09:25 Construction Edition Overview13:57 Construction Features and Pricing18:24 QB Payments and Affirm24:05 Payment Links Pros and Cons27:39 Inventory Enhancements Rollout32:02 Item Receipts and Receiving Methods35:13 Inventory Offset Risks and Reactions37:28 QBO Inventory Levels39:13 Reseller Inventory Fit40:06 Moving Average Costing42:09 Inventory Add On Pricing44:10 What Is QuickBooks Ledger46:15 Physical Counts Tools48:17 Intuit Intelligence Prompts51:20 AI Wins And Fails58:10 Accountant Suite Consolidation01:00:31 Community And Wrap Up
Transcribe →02.17.26 Unfollow The Rules to Clone & Conquer: Discussions with Sharrin
Feb 1800:48:21Tap to summarizeMeet the new co-host of the QB Power Hour. Sharrin Fuller has built and sold 3 businesses 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.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, 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.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Welcome to QB Power Hour + Meet Sharrin (Unfollow the Rules)01:09 Show Logistics: Schedule, CPE, Slides & Resources02:30 Poll Time: How Did You Find QB Power Hour? (and a few tech hiccups)03:37 Intuit Intelligence Chat in QuickBooks: What It Is, Rollout & Pricing06:03 Webinar Glitch Break: Multiple ‘Sharrins’ Join the Panel07:17 Back on Track: How Intuit Intelligence Chat Works in the UI09:41 Unfollow the Rules: Dan ‘Reads’ the Book (Speechify/Snoop) + Why It Clicked10:59 Origin Story: The Paper Route and Learning Independence Early16:01 Door-to-Door Sales Lessons: Timeshares/Kirby Vacuums and the ‘Show’18:41 Finding Bookkeeping: Costco, Salon Ownership, and Building a Mobile Office Biz21:30 Scaling Up: Fractional CFO Work, SaaS Startups, and Getting Acquisition Offers22:59 Failure as Fuel: Big Mistakes, Mark Twain, and Trusting Your Gut24:53 Growing Up Too Fast: Protecting Siblings & Learning the Hard Way25:11 Curiosity & Devil’s Advocate Mindset (The “Don’t Touch the Stove” Lesson)25:51 Reframing Failure: Motivation, Resilience, and Hitting the Goal26:40 Entrepreneur Pressure + Sales Rejection: Getting Through the “No’s”27:22 Burnout = Fear: Letting Go, Delegating, and the Green/Yellow/Red List30:40 Designing Recovery Time: 3-Day Workweeks, Holiday Sabbaticals, and Mental Health33:04 Building Sustainable Systems: Automate Everything That Isn’t Human34:32 Clone & Conquer Framework: Document, Template, Measure, Automate (Don’t Throw People at It)35:53 Right-Sizing the Team: Profit Over Headcount + When Automation Shouldn’t Replace the Core39:42 Tech Evaluation at Conferences: Solve One Problem + Prove ROI (Stripe Example)42:16 How the 3-Day Week Actually Works (and Handling the Eye Rolls)43:53 Teaching Others + Community/Book Offer, Then Webinar Wrap-Up & What’s Next
Transcribe →Is the Grass Greener? Ditching Quickbooks for Digits [02.03.26]
Feb 601:02:47Tap to summarizeThere 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.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, 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.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping01:42 Welcoming the Audience02:01 Introducing the Series and Today's Topic02:36 Guest Speakers: Deb and Donna04:41 Deb and Donna's Background07:18 QB Power Hour Overview08:00 Intuit Accountant Suite Pricing13:11 Exploring Digits: An Alternative to QuickBooks14:06 Why Deb and Donna Chose Digits17:55 The Future of Accounting with AI24:21 Digits Features and Ideal Clients35:29 Understanding the Background Operations36:06 Collaboration Features in Digits36:49 Adapting to New Generations and Technologies37:46 Transitioning to Digits: Challenges and Solutions39:26 Why Choose Digits Over Other Platforms?42:18 Client Onboarding and Training43:23 Adapting to Change: Personal Experiences47:49 Ideal Clients for Digits57:02 Pricing and Value Proposition59:32 Final Thoughts and Future Directions
Transcribe →Intuit Accountant Suite: The New QBOA [01.20.26]
Jan 2101:03:10Tap to summarizeChanges are coming to QBOA, and it's more than a name change. Intuit Accountant Suite will have some Core Functionality changes and as well as a name change. Sharrin and I will break down these changes in this webinar.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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping01:53 Welcome and Announcements05:05 Intuit Accountant Suite Overview06:24 QuickBooks Desktop Pricing Changes08:31 Email Scams and Security Tips18:16 ProAdvisor Program Updates24:08 Intuit Accountant Suite Details30:39 Introduction to QuickBooks Online Accountant Suite31:19 Opting In and Out of Accelerate32:02 User Interface Redesign32:29 New Dashboard and Navigation Features33:49 Changes in Client Management35:22 Team Management and Service Delivery37:26 Books Review and Books Close Features51:32 Client Insights in Accelerate56:34 Future Features and Final Thoughts
Transcribe →1099 Strategies: Is QuickBooks enough?
Jan 1600:59:12Tap to summarizeRich 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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping01:03 Earning Continuing Professional Education Credit02:09 Welcome and Today's Topic Overview02:53 Meet the Hosts and Guests05:53 Avalara's Role in 1099 Compliance07:20 QuickBooks Desktop Pricing Changes13:23 Understanding 1099 Forms and Compliance30:43 Tax Return Tips and 1099 Reporting31:07 Year-End Check Writing and Mismatches32:35 Discussion on 1099-K and Marketplaces34:17 New W-9 Form and IRS Changes39:33 1099 Extensions and Penalties41:02 Best Practices for 1099 Preparation45:56 QuickBooks and Avalara Integration50:48 Avalara 1099 Solution Overview57:53 Final Thoughts and Next Steps
Transcribe →Books to Books: From Best Seller to Balance Sheet
Dec 1001:09:51Tap to summarizeIf 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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Event Kickoff00:52 Meet the Hosts and Guest Speaker03:20 Overview of Today's Agenda04:40 Poll Question and Intuit News06:11 The Role of AI in Accounting17:21 Challenges and Opportunities in the Accounting Industry33:01 Automate: A Solution for Accountants37:59 Introduction to the Exciting New Platform38:07 Incorporating Bestselling Books into Business Strategies38:26 The Five Pillars of Business and AI Integration39:05 Simplifying Business Management with AI39:25 Free Gift and Upcoming Features40:54 Connecting to Multiple Systems41:24 Creating a Single Pane of Glass for Clients42:19 Expanding Advisory Services Beyond Financials44:13 Interactive Tutorials and Dashboard Overview50:55 Creating and Assigning Strategies51:45 Gamification and Client Accountability01:02:49 Pricing and Value Proposition01:06:08 Final Thoughts and Next Steps
Transcribe →QuickBooks Gratitude 2025: Features We Love [11.25.25]
Nov 2700:55:43Tap to summarizeCelebrate 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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Thanksgiving Week01:47 QuickBooks Features We Love02:43 Intuit and OpenAI Partnership03:52 ChatGPT Integration Concerns05:42 AI in QuickBooks: Potential and Challenges20:54 Payroll Corrections and QBO Payroll23:03 Amazon Business Integration28:22 Mapping Items from Square to QuickBooks29:06 Integrations Overview in QuickBooks Online30:23 Customizing QuickBooks Navigation37:08 Bulk Editing Features in QuickBooks43:04 Desktop to QuickBooks Online Migration50:05 Final Thoughts and Upcoming Features
Transcribe →The State of QB Desktop: How Fourlane CX Can Stretch the Life of QB Desktop
Nov 1301:01:46Tap to summarizeGive 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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping00:51 Earning Continuing Professional Education Credit01:56 Technical Difficulties and Casual Banter03:13 Introduction to Today's Topic: State of QuickBooks Desktop04:36 Guest Introduction: Marjorie Adams from Fourlane06:59 Discussion on QuickBooks Desktop vs. QuickBooks Online13:14 Intuit News and Updates20:44 State of QuickBooks Desktop31:48 Intuit Enterprise Suite33:20 The Undervalued Market Spot34:06 Intuit's Enterprise Suite and Naming Challenges36:51 QuickBooks Desktop vs. Intuit Enterprise Suite39:13 Transitioning to Cloud Solutions40:18 Challenges and Solutions for Hosting QuickBooks43:28 Custom Applications and Client Solutions46:00 Introducing the Web-Based Product47:53 Features and Benefits of the New Product50:39 Cost Efficiency and Licensing01:00:30 Final Thoughts and Future Discussions
Transcribe →Time-Saving Tech Solutions for Accountants [10.14.25]
Oct 1401:01:54Tap to summarizeTime 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/QBPHCPEWatch 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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Housekeeping00:23 Earning Continuing Professional Education Credit01:30 Technical Difficulties and Casual Banter02:10 Welcome to QB Power Hour02:14 Time-Saving Tech Solutions for Accountants02:39 Meet the Hosts: Dan and Sharrin04:31 CPE and Resources Information05:22 Intuit Enterprise Suite Update15:39 The Eisenhower Matrix and Time Management20:31 Cloning and Conquering: Automation and AI25:32 Centra: AI Employees for Efficiency34:39 Inbox Zero Methodology35:25 Feedback on Email System Integration37:03 Google Workspace Backup Tips37:39 Automated Email Drafting and Customization43:29 Scribe for Workflow Documentation48:07 Motion: The Ultimate Productivity Tool54:25 Anchor: Proposal to Payment Automation59:50 Closing Remarks and Upcoming Events
Transcribe →