Choosing the right spend management platform can make or break your business's financial efficiency. In this webinar, we’re putting two heavyweights—Ramp and Corpay One—head-to-head in the ultimate showdown of all-in-one spend management solutions.

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
Learn about Ramp: https://snip.ly/RAMPSOFB
Learn about Corpay1: https://snip.ly/CP1SofB

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
00:32 Housekeeping Tips and Resources
01:06 Earning Continuing Professional Education Credit
02:11 Welcome and Introductions
03:54 Overview of QB Power Hour Web Series
04:41 Intuit News and Expense Claims Update
05:50 App Showdown: RAMP vs. Core Pay One
12:04 Spending Platforms and QuickBooks Limitations
19:07 Virtual Cards and Fraud Prevention
27:50 RAMP's Advanced Features and Policies
35:45 Policy Enforcement with AI Agents
37:35 Automating Transactions and QuickBooks Integration
38:41 Ramp's Pricing and Free Features
41:36 Advanced Approval Workflows
42:56 Cashback and Rewards System
47:42 Comparing Ramp and Core Pay Pricing
50:23 QuickBooks Integration Details
56:07 Accountant Partnership and Revenue Sharing
59:06 Final Thoughts and Q&A

Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. We will be joined by our friends at Qbox to take a closer look at how this option works.

Learn About Qbox - https://snip.ly/SOBQBox

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 to QB Power Hour Webinar Series
00:28 Housekeeping Tips and Resources
01:02 Earning Continuing Professional Education Credit
02:08 Technical Difficulties and Panelist Introduction
02:49 Client Collaboration in QuickBooks Desktop
05:57 Introduction of Sarah and Her Background
13:19 Intuit News and Pricing Changes
19:14 Working with Clients in QuickBooks Online
26:22 Accountant Tools in QuickBooks Desktop
31:45 The Ping Pong of File Transfers
32:39 Challenges of File Restoration
33:58 Remote Access and Screen Sharing
34:19 Accountant Copy Process
36:57 Web Service for File Transfers
38:55 Issues with Accountant's Copy
41:54 Journal Entries as a Backup
42:47 On-Site Work vs. Cloud Hosting
46:59 Remote Access Solutions
48:46 Introduction to Q Box
49:42 How Q Box Works
55:23 Benefits of Q Box
57:38 Conclusion and Next Steps

Dan and Lynda Artesani discuss the latest rash of Intuit Accountant login hijackings and what ProAdvisors can do to safeguard their logins to protect their client's data.

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/

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.

Lynda Artesani and Sarah Prevost join the panel to discuss the differences between QBO and Xero for those that might be looking to add Xero to their suite of supported offerings.

Learn about Xero: https://xero5440.partnerlinks.io/80w3795vt0k0-nx0cim

CPE offered through Earmark. There is no Live CPE for this Webinar, however you can check out the Prior CPE eligible sessions here: https://bit.ly/QBPHCPE

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Matthew "Spot" Fulton 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 Earmark App and Course Enrollment
01:07 Welcome to QB Power Hour Webinar Series
01:42 Today's Topic: Is the Grass Greener at Xero?
02:31 Meet the Guest Speakers: Sarah Prevost and Artesani
04:47 Discussion on QuickBooks and Xero
15:05 Intuit's Changes and Their Impact
25:28 Exploring Xero's Features and Support
36:02 Xero's Bank Feed and Reconciliation
38:02 Discussing Xero Payroll Capabilities
38:46 Reconciliation Process in Xero
41:04 Exploring Xero's User Interface
41:54 Bulk Work and Cash Coding in Xero
43:14 Mobile App Enhancements
43:34 Customizing Chart of Accounts
45:08 Financial Statements and Reporting
47:41 Time Tracking and Project Management
51:03 Find and Recode Tool
53:02 Xero Pricing and User Management
55:31 Xero App Store and Integrations
57:06 Certification and Training for Xero
58:59 Comparing Xero and QuickBooks
01:01:37 Merchant Services and Inventory Management
01:03:43 Final Thoughts and Closing Remarks

Ted McRae - Certified Prompt Specialist will be joining Matt and Dan to overview strategies accounting professionals can utilize in their practice to incorporate AI.

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
01:06 AI in the Accounting Industry
06:06 Housekeeping and Session Details
15:45 Understanding Large Language Models (LLMs)
24:10 Practical Applications of AI in Accounting
32:46 The Cost of Private AI Environments
33:10 Handling Personal Identifiable Information
33:44 AI in Business: Practical Examples
34:21 Different Types of AI
35:24 Generative AI: Creating Content
37:17 Machine Learning: Continuous Improvement
38:23 The Future of AI: Risks and Opportunities
43:33 AI Hallucinations: Understanding the Concept
48:59 Effective Prompting Techniques
51:42 Upcoming AI Cohort and Final Thoughts

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. 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 Greetings
00:24 Overview of Today's Session
01:22 Meet the Hosts
03:11 Technical Announcements and Challenges
05:15 QuickBooks Updates and Features
05:57 Polling Question: QuickBooks Versions
08:19 Client Access Roles in QuickBooks Online
13:09 Migration from Tags to Custom Fields
32:27 Introduction to Automatic Matching Transactions
33:55 Concerns and Caveats of Auto Matching
36:41 Payroll and Tax Payment Enhancements
38:28 Intuit Enterprise Suite Updates
43:22 QuickBooks Desktop Migration Options
52:06 QuickBooks Payments and Revenue Share
01:00:28 Handling Write-Offs in QuickBooks Online
01:06:08 Conclusion and Upcoming Topics

Rachel and Dan discuss making daily sales summaries for entering transactions into Quickbooks. We will also be taking a closer look into a POS system, Lightspeed and how they handle this process.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

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

00:00 Introduction and Course Instructions
01:09 April Fools and Technical Difficulties
01:33 Welcome to QB Power Hour
02:05 Introducing Today's Topic: Daily Sales Summaries
03:05 Meet the Co-Host: Rachel Doci
05:12 Housekeeping and Agenda Overview
06:51 Understanding Daily Sales Summaries
15:35 Setting Up QuickBooks for Daily Sales Summaries
19:07 Integrating Point of Sale Systems
21:24 Best Practices and Common Issues
29:46 Clearing Accounts and Daily Sales Summary
30:45 Manual Entry and Mapping Complexities
31:15 Setting Up Accounts and Items for Daily Sales
34:40 Handling Sales Tax and Reporting Issues
42:05 QuickBooks and Lightspeed Integration
45:10 Lightspeed's Features and Benefits
51:53 Training and Implementation with Lightspeed
54:01 E-commerce Integration and Product Mapping
57:21 Conclusion and Final Thoughts