Meet the new co-host of the QB Power Hour. Sharrin Fuller has built and sold 3 businesses and is now focusing on helping others build systems so scale, grow, or provide balance and boundaries to get more joy out of your firm. We'll discuss her journey and the life experiences that she's leveraged to help others.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller 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 Welcome to QB Power Hour + Meet Sharrin (Unfollow the Rules)
01:09 Show Logistics: Schedule, CPE, Slides & Resources
02:30 Poll Time: How Did You Find QB Power Hour? (and a few tech hiccups)
03:37 Intuit Intelligence Chat in QuickBooks: What It Is, Rollout & Pricing
06:03 Webinar Glitch Break: Multiple ‘Sharrins’ Join the Panel
07:17 Back on Track: How Intuit Intelligence Chat Works in the UI
09:41 Unfollow the Rules: Dan ‘Reads’ the Book (Speechify/Snoop) + Why It Clicked
10:59 Origin Story: The Paper Route and Learning Independence Early
16:01 Door-to-Door Sales Lessons: Timeshares/Kirby Vacuums and the ‘Show’
18:41 Finding Bookkeeping: Costco, Salon Ownership, and Building a Mobile Office Biz
21:30 Scaling Up: Fractional CFO Work, SaaS Startups, and Getting Acquisition Offers
22:59 Failure as Fuel: Big Mistakes, Mark Twain, and Trusting Your Gut
24:53 Growing Up Too Fast: Protecting Siblings & Learning the Hard Way
25:11 Curiosity & Devil’s Advocate Mindset (The “Don’t Touch the Stove” Lesson)
25:51 Reframing Failure: Motivation, Resilience, and Hitting the Goal
26:40 Entrepreneur Pressure + Sales Rejection: Getting Through the “No’s”
27:22 Burnout = Fear: Letting Go, Delegating, and the Green/Yellow/Red List
30:40 Designing Recovery Time: 3-Day Workweeks, Holiday Sabbaticals, and Mental Health
33:04 Building Sustainable Systems: Automate Everything That Isn’t Human
34:32 Clone & Conquer Framework: Document, Template, Measure, Automate (Don’t Throw People at It)
35:53 Right-Sizing the Team: Profit Over Headcount + When Automation Shouldn’t Replace the Core
39:42 Tech Evaluation at Conferences: Solve One Problem + Prove ROI (Stripe Example)
42:16 How the 3-Day Week Actually Works (and Handling the Eye Rolls)
43:53 Teaching Others + Community/Book Offer, Then Webinar Wrap-Up & What’s Next

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

Donna Reade and Deb Kilsheimer join the panel to discuss the differences between QBO and Digits for those that might be looking to add Digits to their suite of supported offerings.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller 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
01:42 Welcoming the Audience
02:01 Introducing the Series and Today's Topic
02:36 Guest Speakers: Deb and Donna
04:41 Deb and Donna's Background
07:18 QB Power Hour Overview
08:00 Intuit Accountant Suite Pricing
13:11 Exploring Digits: An Alternative to QuickBooks
14:06 Why Deb and Donna Chose Digits
17:55 The Future of Accounting with AI
24:21 Digits Features and Ideal Clients
35:29 Understanding the Background Operations
36:06 Collaboration Features in Digits
36:49 Adapting to New Generations and Technologies
37:46 Transitioning to Digits: Challenges and Solutions
39:26 Why Choose Digits Over Other Platforms?
42:18 Client Onboarding and Training
43:23 Adapting to Change: Personal Experiences
47:49 Ideal Clients for Digits
57:02 Pricing and Value Proposition
59:32 Final Thoughts and Future Directions

Changes are coming to QBOA, and it's more than a name change. Intuit Accountant Suite will have some Core Functionality changes and as well as a name change. Sharrin and I will break down these changes in this webinar.

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
01:53 Welcome and Announcements
05:05 Intuit Accountant Suite Overview
06:24 QuickBooks Desktop Pricing Changes
08:31 Email Scams and Security Tips
18:16 ProAdvisor Program Updates
24:08 Intuit Accountant Suite Details
30:39 Introduction to QuickBooks Online Accountant Suite
31:19 Opting In and Out of Accelerate
32:02 User Interface Redesign
32:29 New Dashboard and Navigation Features
33:49 Changes in Client Management
35:22 Team Management and Service Delivery
37:26 Books Review and Books Close Features
51:32 Client Insights in Accelerate
56:34 Future Features and Final Thoughts

Rich Kane CPA will join us to recap the 1099 filing capabilities in QuickBooks and Avalara will be joining us to share how their solution can augment and streamline the filing 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 Housekeeping
01:03 Earning Continuing Professional Education Credit
02:09 Welcome and Today's Topic Overview
02:53 Meet the Hosts and Guests
05:53 Avalara's Role in 1099 Compliance
07:20 QuickBooks Desktop Pricing Changes
13:23 Understanding 1099 Forms and Compliance
30:43 Tax Return Tips and 1099 Reporting
31:07 Year-End Check Writing and Mismatches
32:35 Discussion on 1099-K and Marketplaces
34:17 New W-9 Form and IRS Changes
39:33 1099 Extensions and Penalties
41:02 Best Practices for 1099 Preparation
45:56 QuickBooks and Avalara Integration
50:48 Avalara 1099 Solution Overview
57:53 Final Thoughts and Next Steps

If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!

Learn More about Autymate here:https://snip.ly/QBPHAUTY

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 Event Kickoff
00:52 Meet the Hosts and Guest Speaker
03:20 Overview of Today's Agenda
04:40 Poll Question and Intuit News
06:11 The Role of AI in Accounting
17:21 Challenges and Opportunities in the Accounting Industry
33:01 Automate: A Solution for Accountants
37:59 Introduction to the Exciting New Platform
38:07 Incorporating Bestselling Books into Business Strategies
38:26 The Five Pillars of Business and AI Integration
39:05 Simplifying Business Management with AI
39:25 Free Gift and Upcoming Features
40:54 Connecting to Multiple Systems
41:24 Creating a Single Pane of Glass for Clients
42:19 Expanding Advisory Services Beyond Financials
44:13 Interactive Tutorials and Dashboard Overview
50:55 Creating and Assigning Strategies
51:45 Gamification and Client Accountability
01:02:49 Pricing and Value Proposition
01:06:08 Final Thoughts and Next Steps

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

Time is one thing we don't get more of. We'll discuss our favorite essential tech tools and strategies that help accountants streamline tasks, boost productivity, and reclaim valuable time each day.

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 the replay and other links mentioned during the webianr here: http://www.qbpowerhour.com/10-14-25-time-saving-tech-solutions-for-accountants

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
00:23 Earning Continuing Professional Education Credit
01:30 Technical Difficulties and Casual Banter
02:10 Welcome to QB Power Hour
02:14 Time-Saving Tech Solutions for Accountants
02:39 Meet the Hosts: Dan and Sharrin
04:31 CPE and Resources Information
05:22 Intuit Enterprise Suite Update
15:39 The Eisenhower Matrix and Time Management
20:31 Cloning and Conquering: Automation and AI
25:32 Centra: AI Employees for Efficiency
34:39 Inbox Zero Methodology
35:25 Feedback on Email System Integration
37:03 Google Workspace Backup Tips
37:39 Automated Email Drafting and Customization
43:29 Scribe for Workflow Documentation
48:07 Motion: The Ultimate Productivity Tool
54:25 Anchor: Proposal to Payment Automation
59:50 Closing Remarks and Upcoming Events