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