QB Power Hour Podcast

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 [https://www.qbpowerhour.com/08-19-25-moving-quickbooks-desktop-to-online-latest-updates ] Earn CPE through Earmark: https://bit.ly/QBPHCPE [ https://bit.ly/QBPHCPE] Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog [https://www.qbpowerhour.com/blog] Register for upcoming webinars at https://www.qbpowerhour.com/ [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 [https://bit.ly/QBPHCPE] Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog [https://www.qbpowerhour.com/blog] Register for upcoming webinars at https://www.qbpowerhour.com/ [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

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 [https://bit.ly/QBPHCPE] Learn about Ramp: https://snip.ly/RAMPSOFB [https://snip.ly/RAMPSOFB] Learn about Corpay1: https://snip.ly/CP1SofB [https://snip.ly/CP1SofB] Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog [https://www.qbpowerhour.com/blog] Register for upcoming webinars at https://www.qbpowerhour.com/ [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 [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 [https://bit.ly/QBPHCPE] Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog [https://www.qbpowerhour.com/blog] Register for upcoming webinars at https://www.qbpowerhour.com/ [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 [https://bit.ly/QBPHCPE] Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog [https://www.qbpowerhour.com/blog] Register for upcoming webinars at https://www.qbpowerhour.com/ [https://www.qbpowerhour.com/]