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QB Power Hour Podcast

QB Power Hour Podcast

Auteur(s): Dan DeLong & Matthew Fulton
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À propos de cet audio

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 Matthew Fulton 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 EST 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 (like value pricing) and more!!

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Épisodes
  • QuickBooks Rev Share Options [9.16.25]
    Sep 19 2025

    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

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    52 min
  • Closing Conversion Gaps:QuickBooks Desktop to Online with Method
    Sep 6 2025

    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

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    58 min
  • Moving Desktop to Online - Latest Updates [08.19.25]
    Aug 23 2025

    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

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    1 h et 1 min
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