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QB Power Hour Podcast (Dan DeLong & Michelle Long)

Explore every episode of QB Power Hour Podcast

Dive into the complete episode list for QB Power Hour Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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Pub. DateTitleDuration
16 Feb 2022Tips for Selling and Automating Advisory Services01:01:30

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

01 Mar 2022Tech Trends in the Accounting Industry01:05:56

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

15 Mar 2022Leveraging Partnerships to Grow Your Practice01:03:52

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

29 Mar 2022What's New at Quickbooks00:58:07

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

12 Apr 2022The Weird, Wacky Wild, World of Sales Tax w/ guest Avalara01:01:50

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

26 Apr 2022QuickBooks Desktop Features Missing in Online - Feedback Workshop01:04:47

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 QB Online.

You can submit your own feedback here

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

10 May 2022Niche Nuances - Convenience Stores and Gas Stations w/ Alicia Katz Pollock01:04:47

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

24 May 2022QB Desktop Migration - Best Practices and Demo01:05:26

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

08 Jun 2022Deep Dive Into Ignition App01:00:23

Michelle and Dan will be joined by the folks at Ignition to take a closer look at what this tool can do for a firm looking to streamline client on-boarding

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

05 Jul 2022Making Cheddar When Intuit Moves the Cheese01:05:31

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

02 Aug 2022QuickBooks Online Updates01:01:34

Michelle and Dan are joined by Carrie Kahn, Intuit's 2021 Partner of the Year in the QSP channel as we discuss the changes that have happened or will soon happen with QB Online.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

16 Aug 2022Managing Multiple Sales Channels with Similar Payment Methods01:00:00

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

13 Sep 2022Year End Clean Up and Prep for Taxes01:02:06

Michelle and her son Andrew discuss Year End activities in QuickBooks Online and helping clients prep for taxes.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

14 Sep 2022What's New in QB Desktop 202301:00:40

Michelle and Dan discuss the new features in QuickBooks Desktop 2023

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

11 Oct 2022Working in QuickBooks Online and Spreadsheets01:02:33

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

11 Oct 2022Appy Camp Recap00:58:03

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

26 Oct 2022Where Does Payroll Fit Into My Practice?01:04:08

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

22 Nov 2022Cover Your Assets: Fixed Asset Management in QuickBooks01:01:31

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

21 Dec 202212.20.2022 - Hot Topics from the QB Power users FB Group01:02:34

Dan and Michelle unpack some recent questions found in the QB Power Users FaceBook Group where the QB accounting community can help each other.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

03 Jan 202301.03.2023 - Automate your Accounting with Autymate01:13:38

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

17 Jan 2023Integrating a Report Based Sales Channel to QBO with Bookkeep01:02:00

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

31 Jan 2023Roadmap to a Paid Diagnostic01:03:05

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

01 Mar 2023State of Engagement with guest Ignition00:58:48

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"

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

16 Mar 20233.14.23 - Hot Topics from the QB Power Users FB Group01:04:06

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

11 Apr 2023RightTool is the Right Tool for Accountants01:03:11

Michelle and Dan are joined by Mark Corum (with Hector Garcia in the background) to discuss this powerful tool that accountants and users alike are raving about to make working in QuickBooks even quicker

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

25 Apr 2023QB Power Hour Podcast - Welcome to My TED (Callahan) Talk00:55:17

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

09 May 2023Automating Sales Payments and Filings with Bookkeep and DAVO00:57:15

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

23 May 202305.23.23 - Handling Issues with QuickBooks Payments01:01:17

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

06 Jun 202306.06.23 - Simplifying Expense Management with Fyle01:03:59

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

20 Jun 2023QB Power Hour - What's In Store For Commerce in QuickBooks Online?01:00:08

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

19 Jul 2023So You've Missed the FTC Deadline....Now What?00:57:03

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

01 Aug 2023QB Power Hour - Let ChatGPT Do It01:00:01

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

15 Aug 2023QB Power Hour - Hot Topics and QB Updates00:53:33

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 Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

29 Aug 2023Niche Nuances - Cannabis Industry00:56:31

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

12 Sep 2023Intuit Assist and Other AI Changes01:03:46

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

26 Sep 2023Using AI and ChatGPT in Accounting Pt. 2 w/ guest Heather Satterley01:00:05

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

10 Oct 202310.10.23 - Managing Inventory in QBO00:59:28

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

Learn More about Katana and Save 30% at https://psref.katanamrp.com/QBPH

24 Oct 202310.24.23 - Downloading and Working with QBO Data with Power Query01:00:00

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

08 Nov 202311.7.23 - QuickBooks Updates Fall 202300:54:43

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.

More Resources on this topic here http://www.qbpowerhour.com/11-07-23-quickbooks-updates-fall-2023

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

22 Nov 202311.21.23 - QuickBooks Connect Recap00:50:56

Dan and Michelle discuss the takeaways and announcements at this year's QuickBooks Connect.

Blog on Schoolofbookkeeping - https://www.schoolofbookkeeping.com/blog/quickbooks-connect-2023-recap

Black Friday Promotion Save 75% on QBO for 12 months - Ends Dec 4th - https://www.qbpowerhour.com/black-friday

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

05 Dec 202312.5.23 - Year End Prep w/ guest Keeper00:54:18

Michelle and Dan discuss some of the Year End Activities you can perform with your clients and our friends at Keeper show us how you can streamline this process with Keeper.

Learn More about Keeper at https://keeper.app/?via=QBPH

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

02 Jan 20241.2.24 - The 7 Minute Advisory Conversation00:54:20

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: https://cashflowmike.com/services/ref/SOBDan/?campaign=QBPH

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

25 Jan 20241.16.24 - Compliance vs. Advisory - A Pricing Conversation00:50:12

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

30 Jan 202401.31.2024 - QB Live Updates with Intuit00:56:01

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

13 Feb 202402.13.24 Inventory Management - Deep Dive into Katana00:59:37

For those of you that "Love" inventory, Michelle and Dan will be joined by Shawn Coultice from Katana to take a deeper look into their Inventory Management Solution. It just might be something that you'll want to "Be Mine" Happy Valentine's Day!!!

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

27 Feb 202402.27.24 QBO Updates and FB Group Q&A00:51:03

Michelle and Dan discuss some common questions that occurred in the QB Power user FB Group

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

13 Mar 202403.13.24 - Shopify Connectors - Which to Choose? w/ Guest WeIntegrate01:01:56

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.

Learn More about WeIntegrate

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

26 Mar 202403.26.24 - Marketing Accounting Firms w/ Stories00:59:19

Marketing your accounting practice is one of the things that distinguish you from others. Dave Young from Wizard of Ads, and Accounting Pro, Brandon Morris join us to talk about their approach to and share their experience on this topic.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

09 Apr 202404.9.24 - RightTool Updates - Importing Journal Entries01:11:10

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.

Save $5/mo for the first year on RightTool Pro by using QBPH as the Promo code

Get the extension here

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

23 Apr 202404.23.24 MakersHub: Making AP Unbelievably Enjoyable00:54:39

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

07 May 2024QB Live Assisted Updates00:57:14

Dan and Michelle discuss the recent announcements in Intuit's QB Live Offering and unpack the Good, The Bad, and the Ugly.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

22 May 2024QuickBooks' New Invoice "Experience"00:53:53

We'll be discussing the Modern View vs the Classic View changes coming to  the Invoice experience updates.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

04 Jun 202406.04.24 Liberation from Data Entry01:00:49

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

02 Jul 2024Modern Report View Updates in QuickBooks Online01:00:28

Dan and Michelle will be discussing the Modern View vs the Classic View changes coming to reports updates.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

16 Jul 202407.16.24 - QB News and Updates00:53:28

Michelle is off today, so she can spend quality time with her first Grandbaby!! Matthew Fulton and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user FB Group

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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 and Greetings
01:32 Meet the Hosts and Special Guest
03:05 Overview of QB Power Hour
05:43 QuickBooks News and Updates
07:57 QuickBooks Online Pricing Updates
11:58 QuickBooks Desktop Pricing Updates
16:21 QuickBooks Payroll Pricing Updates
20:06 Enterprise and Accountant Pricing Changes
26:50 ProAdvisor Premier Bundle Benefits
27:39 Enhanced Payroll for Accountants
30:05 QuickBooks Time and Payment Changes
33:02 Intuit Workforce Restructuring
36:15 Impact of Layoffs on Employees
41:06 Intuit's Future with AI and Experts
50:13 QuickBooks Online Updates
51:58 Closing Thoughts and Resources

05 Aug 202407.30.24 - MakersHub Platform Updates00:58:26

The folks from MakersHub.ai joins us to give us some updates on their platform. What they have been working on and a sneak peak into what's in store for the future. It's a new, simple, and very powerfully robust AP and Receipt Management tool that works bi-directionally with QuickBooks Online AND Desktop.

Learn More about MakersHub here: https://discover.makershub.ai/affiliates/qb-power-hour

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

13 Aug 202408.13.24 - QBO Updates00:58:43

Michelle and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user FB Group

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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 QB Power Hour
00:29 Catching Up with Michelle and Dan
02:35 QBO Updates and New Features
03:51 Meet the Hosts: Michelle and Dan
05:26 Housekeeping and Webinar Details
18:02 ACH Funding Changes Explained
46:22 New Functionalities in QuickBooks
57:36 Conclusion and Farewell

28 Aug 202408.27.2024 - Reconciliation Best Practices and Tips00:59:26

Matthew Fulton joins us for what looks to be shaping up as a series on Bank Feeds, but we will begin at the end - Reconciliation and look at Best practices when reconciling Bank and Credit Card accounts and discuss some tools that will help make this critical process much smoother.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

10 Sep 2024QBPH - Is There Anything New in QB Desktop?00:52:12

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

24 Sep 202409.24.24 - Dude, Where's My Payroll00:57:55

Join us for an engaging session on why keeping payroll separate from QBO can enhance your accounting setup. Valerie Heckman from OnPay will discuss how this approach improves security, flexibility, and cost-effectiveness. Discover how distinct systems can simplify troubleshooting and offer specialized payroll solutions.

Handouts and More Resources on today's episode available at: https://www.qbpowerhour.com/09-24-24-dude-where-s-my-payroll

QB Power Hour is a free, biweekly webinar series for accountants and QuickBooks professionals hosted by Michelle Long, CPA, and Dan DeLong.

Watch past webinars at https://www.qbpowerhour.com/blog and register for future ones at https://www.qbpowerhour.com/.

08 Oct 202410.8.24 - E-Commerce Fundamentals00:57:18

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.

Access the Course for Free 30 day trial here

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

22 Oct 2024Managing Intuit Logins01:04:24

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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 and Today's Topic
01:13 Welcoming Michelle Back
01:55 Meet the Hosts
03:02 Housekeeping and Resources
04:50 Agenda Overview
06:04 Polling Question: Intuit Logins
09:54 Intuit Products and Services Requiring Logins
17:26 Anatomy of an Intuit Login
24:57 Understanding Personas in QuickBooks Online
31:03 Challenges with Primary Admin Roles
36:10 Managing Payroll Emails
36:46 Understanding QBO Subscriptions and Admin Roles
37:40 Navigating Intuit's CAMP and Account Sites
40:35 Challenges with Intuit Logins
43:15 Best Practices for Managing Logins
53:10 Changing Primary Admin and Email
01:01:17 Final Thoughts and Tips

06 Nov 2024Intuit News and Updates - 11.05.2401:15:06

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.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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 QB Power Hour
01:31 Meet the Hosts: Michelle Long and Dan DeLong
05:57 Intuit News and Updates Overview
08:02 Intuit Connect Conference Insights
13:18 Keynote Speakers and Highlights
19:03 Intuit's Future Plans and Announcements
25:45 AI Integration and Business Feed
37:42 Theoretical Future of AI in Accounting
40:42 Automation in Bookkeeping
42:05 The Importance of Client Relationships
46:47 Intuit Enterprise Suite Overview
55:02 Intuit's TurboTax Campaign Controversy
01:08:04 Final Thoughts and Community Feedback

19 Nov 202411.19.24 - Sales Tax in QuickBooks Online01:04:14

Join our webinar on mastering sales tax with QuickBooks Online! Tailored for accountants and small business owners, our guest Alicia Katz-Pollock will guide you through setup, management, and reporting. Discover efficient tracking, identify limitations, and learn workarounds to streamline your finances. Gain confidence with practical insights and expert tips.

Access Alicia's Full course on QBO Sales Tax: http://royl.ws/SalesTax?affiliate=2831794

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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 QB Power Hour Webinar
00:56 Welcome and Panel Introduction
01:28 Sales Tax in QuickBooks Online
02:20 Alicia Katz Pollock's Introduction
03:58 Housekeeping and CPE Credits
06:13 Understanding Sales Tax Setup
10:21 Sales Tax Center Overview
23:28 Product and Service Taxability
26:53 Customer Tax Exemptions
29:27 Collecting Sales Tax on Sales Forms
30:44 Understanding Taxability and Location of Sale
31:04 Shipping Information and Overrides
32:27 Automatic Tax Calculation and Overrides
33:15 Sales Tax Before or After Discounts
33:57 Transparency in Tax Calculations
36:03 Sales Tax Center Overview
39:09 Making Sales Tax Payments
43:31 Adjusting Sales Tax Amounts
51:03 Third-Party Sales Tax Solutions
59:49 Upcoming Events and Community Announcements

04 Dec 2024Sales Tax Limitations in QuickBooks Online - When to Turn to Avalara01:00:30

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/

00:43 Meet the Hosts: Michelle and Dan
01:04 Sales Tax Discussion Kickoff
01:22 Introducing Avalara Experts
02:44 Challenges with Sales Tax Setup
04:30 Avalara's Role in Simplifying Sales Tax
06:07 Panel Introductions from Avalara
12:42 Davo by Avalara: Automating Sales Tax
23:37 Avalara's Suite of Services
30:38 Address Validation and Tax Jurisdictions
31:47 Integrating Avalara with Business Systems
33:01 Avalara's Partnerships and Integrations
34:13 Handling Complex Tax Scenarios
38:08 Automating 1099 Processing
40:05 Economic Nexus Tracking
43:02 Sales and Use Tax Calculations
46:07 Voluntary Disclosure Agreements
47:18 Davo vs. Avalara for Tax Filing
56:26 Bundling Services and Sales Tax Implications
59:39 Conclusion and Next Steps

07 Jan 2025I Got 1099 Problems But a Workflow Ain't One01:06:29

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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 and CPE Credit Instructions
01:09 Welcome to 2025 Power Hour
01:56 Meet the Panelists
06:56 CPE Credit Details and Housekeeping
10:28 1099s: An Overview
18:53 1099 NEC and MISC Fundamentals
30:29 1099 Reporting and Payment Methods
33:41 1099K and Reconciliation Challenges
34:42 Extension Options for 1099 Filing
35:47 Meeting the NEC Deadline
37:25 Handling Multiple 1099 NECs
41:10 Excluding Payment Methods for 1099
52:39 IRS 1099 Matching and Notices
55:07 Effective Workflow Habits for 1099 Season
01:04:29 Closing Remarks and Resources

21 Jan 202501.21.2025 - Best Practices for Transferring QB Data01:02:14

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

CPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPE

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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 QB Power Hour
00:25 Earning CPE Credits with Earmark App
01:33 Casual Conversation and Updates
04:13 Discussing QuickBooks Data Migration
06:16 Presenters' Introductions
07:51 Housekeeping and CPE Credit Details
10:43 Considerations for Starting a New Subscription
16:16 Challenges and Solutions in Data Migration
25:58 Using QuickBooks Online Backup Service
29:58 Chronobooks and QuickBooks Online Advanced
30:36 Backup Service Details and Restore Points
31:28 Transactional and List Data Backup
32:32 API Functionality and Data Entitlements
33:09 Payroll Backup and Financial Impact
34:41 Backup and Restore Services Overview
35:52 Challenges with Cloud Backups
43:36 Third-Party Backup Applications
48:15 Import Export Tools and Their Nuances
53:12 Round Tripping: QuickBooks Online to Desktop
56:27 Final Thoughts and Recommendations

06 Sep 2019QB Power Hour - Getting Paid with QuickBooks Payments (Desktop and Online)01:09:33

This is an audio broadcast of the QB Power Hour webinar September 5, 2019

Michelle and Dan discuss the benefits and features accepting payments through QB Payments. Customer get paid faster, and you have less work to do.

11 Sep 2019QB Power Hour - Reconciliation Deep Dive01:09:14

Michelle and Dan take a deep dive into QuickBooks Online and Desktop to show the powerful tools you can use as an accountant to help you reconcile your client's bank and credit card accounts

11 Sep 2019QB Power Hour - Niche Nuances - Construction with Tonya Schulte00:57:24

Dan spends some time talking with Tonya Schulte, an accounting professional who has built her entire practice around the Construction Industry. She talks about the unique business needs and some of the apps that help her help her clients in that industry

21 Sep 2019QB Power Hour - Simplify Your Life | Autymate Your Work01:14:02

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.

For more information on Autymate, go to www.autymate.com

24 Sep 2019QB Power Hour - Using Videos to Promote your Business01:00:04

Michelle Long and Dan DeLong discuss creating videos to promote your bookkeeping practice

25 Sep 2019QB Power Hour - Saving Time with Accountant Tools00:53:16

Michelle and Dan discuss time saving tools for the accountant user in QuickBooks Desktop and Online

Watch the replay of the webinar on YouTube https://www.youtube.com/watch?v=YFQ_TwP7iHc

13 Oct 2019QB Power Hour - Tips on Reporting (Online & Desktop)01:06:59

In Today's podcast, Michelle and Dan talk about some best practices for running reports in QuickBooks Online and Desktop.

18 Oct 2019QB Power Hour - Marketing and Content Creation01:05:52

Dan chats with his friend and Wizard of Ads, David Young. as they discuss personality types (and why that's important to your marketing) as well as how to leverage your knowledge to create topics of content to engage with your clientele or audience.

Dave's Website - www.shortcutcontent.com

02 Nov 2019QB Power Hour - Getting Ready for Year End01:07:41

Michelle and Dan discuss preparing your client's books for year end in both QuickBooks Online and Desktop versions.

15 Nov 2019QB Power Hour - QB Connect Recap01:00:42

Michelle and Dan are joined by Heather Satterley as they relive and review their take on the announcements and events of the QB Connect conference

10 Dec 2019QB Power Hour - New QBO Payroll Lineup00:53:18

Dan talks with Stephanie Cho - Intuit Marketing Manager about the new QBO Payroll lineup of offerings, when those features will roll out, pricing and roadmap for payroll in the future.

07 Jan 2020QB Power Hour - Niche Nuances - Non Profits01:09:02

Michelle and Dan sit down and talk accounting nuances for Non Profits with Mara Mann, a CPA and Auditor who has spent her life's work helping non profits, teaching non profit accounting, and spearheading her own non-profit. Her expertise brings insights into the unique business needs of a nonprofit business and how those needs can be handled in QuickBooks.

Replay of the Live Webinar
https://register.gotowebinar.com/recording/273219143370735373

08 Jan 2020QB Power Hour - Tips for your Practice in 202001:04:22

Michelle and Dan talk about recommendations for you and your practice that you could take in 2020.

Video webinar replay can be found by clicking here

26 Jan 2020QB Power Hour- Automate and Streamline your Practice with ReceiptBank01:08:16

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

You can watch the recorded webinar here

03 Mar 2020QB Power Hour - Updates in QBO01:02:05

Michelle and Dan are joined by Kristen Cooper, Product Manager for QBO to discuss Tagging and Business View, two upcoming features in QBO.

Video Webinar is located here

03 Mar 2020QB Power Hour - Common Mistakes and How to Fix Them01:07:00

Dan and Michelle discuss common situations and how to fix them in QB Online and Desktop

The video replay can be reviewed here

17 Mar 2020QB Power Hour - Niche Nuances - e-Commerce01:02:56

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

Video replay of this webinar is here

18 Mar 2020QB Power Hour - Entering Batch Transaction (with Transaction Pro Guest)01:09:01

Michelle and Dan talk about entering multiple transactions into QB Desktop and Online and are joined by Val Holzer and Michelle Harris from Transaction Pro to demonstrate how you can import transactions easily in QuickBooks.

Video Replay is located here


07 Apr 2020QB Power Hour - Sales Tax: Be a Hero without being the Expert01:17:07

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.

Video Recording of the live webinar is available here

14 Apr 2020QB Power Hour - Bank Feeds - Rule the Rules!01:05:08

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.

The video replay and transcript of the webinar is available here

28 Apr 2020QB Power Hour Niche Nuances - Retail01:06:22

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 pursuing.

The video replay can be viewed here

12 May 2020QB Power Hour - Finding Growth in the Next 6 Months: Using QBO Advanced to Help More Complex Clients01:02:12

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

You can view the Live Webinar
here

Register for upcoming webinars
here 

26 May 2020QB Power Hour - New Accountant Tools in QBO00:59:03

Michelle and Dan discuss some new "Accountant Only" tools in QBO to help you be more efficient

The video replay of the webinar is located here

09 Jun 2020QB Power Hour - All QBO Advanced can do!!01:02:07

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.

Watch the video replay here

23 Jun 2020QB Power Hour - Simplifying e-Commerce Accounting with Webgility01:05:22

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.

The video replay is located here

07 Jul 2020QB Power Hour - QBO Advanced Expert Industry Panel01:08:20

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

You can watch the video replay of the webinar Here

Register for live webinars at https://www.qbpowerhour.com/

21 Jul 2020Qb Power Hour - Niche Nuances - Legal01:12:13

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.

Watch the video replay of the webinar here

Watch or listen to all of the QB Power Hours here.

Register for upcoming webinars here

04 Aug 2020QB Power Hour - QBO Advanced - Built for the complexities of today and tomorrow01:08:41

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 is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/webinararchive.html

Register for upcoming webinars at https://www.qbpowerhour.com/

18 Aug 2020QB Power Hour - Special Accounts01:05:18

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/webinararchive.html

Register for upcoming webinars at https://www.qbpowerhour.com/

01 Sep 2020QB Power Hour - Desktop Data Integrity and QBO Conversion01:11:50

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/webinararchive.html

Register for upcoming webinars at https://www.qbpowerhour.com/

15 Sep 2020QB Power Hour - QuickBooks and the PPP01:17:32

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 is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/webinararchive.html

Register for upcoming webinars at https://www.qbpowerhour.com/

29 Sep 2020QB Power Hour - What's New in QuickBooks Desktop 202101:04:51

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

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/webinararchive.html

Register for upcoming webinars at https://www.qbpowerhour.com/

13 Oct 2020QB Power Hour - QB Cash and Digital Banking with Relay01:08:08

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 is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA 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/


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