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

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

Thinking about switching from QuickBooks Desktop to Online? This webinar covers the latest updates and guides you through a the migration process. From prepping your files to choosing the right method, Dan and Matt share actionable tips to ensure a smooth transition for business owners and accountants alike.

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.

Watch the video replay and other resources for this episode at: https://www.qbpowerhour.com/08-19-25-moving-quickbooks-desktop-to-online-latest-updates

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
01:19 Earning Continuing Professional Education Credit
02:25 Welcome to QB Power Hour
02:42 Latest Updates on QuickBooks Desktop to Online Migration
03:20 Meet the Hosts
05:12 Overview of QB Power Hour
06:01 Intuit News and Desktop Conversion
07:26 Polling Question: Desktop Migration Experience
10:49 New Options for Desktop Migration
21:37 Migration Checklist and Status
25:01 Live Migration Walkthrough
30:30 Converting Inventory Items to Non-Inventory Parts
31:37 Best Practices for QuickBooks Online Migration
34:08 Understanding Intuit's Multi-Factor Authentication
44:07 Payroll Migration Process Explained
53:16 Handling Attachments During Migration
59:59 Final Thoughts and Upcoming Topics

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook Group

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 Welcome
01:00 Meet the Hosts and Special Guest
02:06 Sharrin Fuller's Journey in the Industry
04:23 Housekeeping and QB Power Hour Overview
05:10 Main Topics Overview
06:18 Poll Question: QuickBooks Preferences
06:59 Discussion on QuickBooks Online vs Desktop
09:10 Introduction to AI Agents in QuickBooks
11:12 Deep Dive into AI Agents
20:35 Advanced Features and Insights
31:06 AI Powered Bank Feed
33:22 Introduction to Bank Feeds and Feedback Channels
34:35 Understanding the Voice of the Customer
35:16 Exploring the Canny Feedback Platform
36:18 Accountants' Perspectives on Feedback Channels
39:37 Intuit Tech Survey Insights
41:05 AI and Automation in Accounting
44:55 Strategic Advisory Services
48:15 Tech Overload in Accounting Firms
53:40 QBO Payroll Challenges
56:31 Troubleshooting QuickBooks Payments
59:39 Conclusion and Future Topics