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This QB Talks Apps session explores QuickBooks Capital and the new Business Health experience, showing how accountants and clients can assess lending readiness, understand the financial factors influencing eligibility, and review personalized funding options directly within QuickBooks. The session also features Flywire’s Invoiced platform for automating accounts receivable, payments, collections, and reconciliation.
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In this Future Forward: AI & Cybersecurity session, Brittany Hill and Chris Jordan of Flywire explore how artificial intelligence is transforming accounts receivable and finance operations while addressing the cybersecurity risks organizations must consider. Learn practical strategies for evaluating AI tools, implementing responsible AI, strengthening security, and improving AR efficiency through automation and intelligent workflows. Connect with Brittany 👉 https://www.linkedin.com/in/brittanyphill Connect with Jordan 👉 https://www.linkedin.com/in/chris-jordan-676aa95
Stay up to date with the latest QuickBooks enhancements in this QBTalks session. Murph (William Murphy) covers recent updates across QuickBooks Online, QuickBooks Online Accountant, Intuit Enterprise Suite, Desktop, Payroll, Workforce, Payments, and Bill Pay. The session also features a sponsor presentation from Avalara, where Mike Tribout demonstrates how automated sales tax compliance integrates with QuickBooks to help businesses simplify multi-jurisdiction tax management. Speaker: William "Murph" Murphy Sponsor Speaker: Mike Tribout, Avalara Sponsor: Avalara 🔗 Connect with Mike 👉 https://www.linkedin.com/in/michael-tribout-74417137 🔗 Learn more 🌐 https://www.avalara.com/
Discover the latest updates on Intuit's transition from ProAdvisor to ProPartner Accountants, including new benefits, education, community initiatives, and Intuit Accountant Suite enhancements. Plus, learn how Figured helps accounting firms transform agricultural clients from compliance to advisory through cloud accounting, AI, forecasting, and farm financial management. 🔗 Connect with Jaclyn 👉 https://www.linkedin.com/in/jaclynanku/ 🔗 Learn more 🌐 https://www.figured.com/en-nz/
In this special QBTalks edition, host Murph is joined by Gary DeHart and three distinguished recipients from the 2026 Top 100 ProAdvisor Awards: Jeff Siegel (ProAdvisor of the Year), Alicia Katz Pollock (ProAdvisor Educator of the Year), and Rachael Dauchy (Social Media Guru of the Year). The discussion explores the strategies, certifications, client service philosophies, community involvement, and technology expertise that helped each honoree earn recognition among the accounting profession’s top QuickBooks advisors. Attendees gain valuable insights into professional development, advisory services, social media engagement, education, and building a successful accounting practice. 🔗 Connect with Jeff 👉 https://www.linkedin.com/in/jsiegel1 🔗 Connect with Alicia 👉 https://www.linkedin.com/in/aliciakatzpollock 🔗 Connect with Rachel 👉 https://www.linkedin.com/in/rachel-d-0b7980225
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In this QBTalks-Apps session, Murph welcomes Brad Adams and Charles Nagel of QVinci to discuss how business intelligence and automated advisory reporting can help accounting firms increase client value, strengthen Client Advisory Services (CAS), and drive firm growth. The presenters demonstrate how firms can move beyond traditional bookkeeping by leveraging AI-powered insights, automated financial analysis, KPI dashboards, and advisory-focused reporting to become more strategic business advisors. Attendees gain practical strategies for improving efficiency, enhancing client relationships, and delivering scalable, data-driven advisory services. 🔗 Connect with Brad 👉 https://www.linkedin.com/in/brad-adams-44761b104 🔗 Learn more about Qvinci 🌐 https://qvinci.com/
In this QB Talks session, Deborah Defer, Murph, and Tyler Heying of Basys discuss how accounting firms can improve payment workflows, streamline client billing, and prepare their practices for scalable growth using integrated payment technology inside QuickBooks. The conversation explores reducing payment friction, accelerating cash flow, enhancing operational efficiency, and leveraging modern fintech tools to create a better client experience. 🔗 Connect with Tyler 👉 https://www.linkedin.com/in/tyler-heying-990401197 🔗 Connect with Deborah 👉 https://www.linkedin.com/in/deborah-defer-5ab40715 🔗 Learn more about Basys 🌐 https://basyspro.com/solutions/credit-card-processing-for-small-business
In this special edition of QB Talks Apps, the Insightful Accountant team welcomed Jacqueline, Artie, Kim, and the Intuit ProAdvisor team to discuss the latest updates to the ProAdvisor Program, including recertification, Intuit Accountant Suite, and the new Intuit Enterprise Suite certification. Sponsored by AvidXchange, with insights from Jack Clark, the session also explored AP automation, workflow efficiencies, AI-powered invoice processing, and the future of accountant-focused tools and training. Attendees gained practical guidance on navigating upcoming platform changes, certifications, and new opportunities within the Intuit ecosystem. 🔗 Connect with Jaclyn 👉 https://www.linkedin.com/in/jaclynanku 🌐 Learn more 👉 https://www.avidxchange.com/
In this April edition of QB Talks, Murph is joined by Kaitlyn Wilchynski (Intuit) and Brad Adams (Qvinci) to explore what’s new in the Intuit Accountant Suite. The session covers key updates, pricing structure, and the transition from QuickBooks Online Accountant, along with a live demo of features like client insights, customizable dashboards, Books Close workflow automation, and AI-powered tools. The discussion also highlights how firms can centralize client data, improve efficiency, and expand into advisory services using advanced reporting and analytics solutions. 🔗 Connect with Kaitlyn 👉 https://www.linkedin.com/in/kaitlyn-wilchynski/ 🔗 Connect with Brad 👉 https://www.linkedin.com/in/brad-adams-44761b104/
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Want a closer look at how QuickBooks Payroll is evolving beyond basic payroll processing? In this QBTalks-Apps session, Murph is joined by Andrew D’Abreu and the Intuit team for an in-depth look at QuickBooks Payroll, including payroll optimization, time tracking, HR workflows, job costing, certified payroll, and upcoming workforce features inside QuickBooks. A must-watch for ProAdvisors, accountants, and payroll professionals who want to stay current on QuickBooks Payroll, QuickBooks Time, and Intuit’s latest product updates. 🔗 Connect with Andrew 👉 https://www.linkedin.com/in/andrew-dabreu/
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In this QBTalks session, Murph and Gregg Bossen explored practical strategies for serving nonprofit clients and building a stronger nonprofit niche practice with QuickBooks. Gregg shared insights on the growing opportunity in nonprofit accounting, common pain points firms face, and key QuickBooks tracking methods for programs, grants, and reporting. The session also covered nonprofit filing basics, including Form 990 requirements, deadlines, and penalty relief tips, giving accounting professionals useful guidance for supporting nonprofit organizations more effectively.
QBTalks-Apps is a monthly webinar series where each session explores different apps and tools that integrate with QuickBooks. In this session, host William “Murph” Murphy reviewed several new and rising apps across multiple categories. He highlighted what each app does, who it is best suited for, along with practical pros, potential limitations, and key considerations for firms exploring newer QuickBooks-connected solutions. Apps covered in this session include: 🔧 Contractor Foreman (Construction Management) A job and project management platform built for contractors with strong field and mobile functionality, tiered pricing, and a QuickBooks Online focus. Murph noted that it no longer supports QuickBooks Desktop and now works exclusively with QuickBooks Online. 🤖 AI Growth Advisor “Audie” by Automate (AI Business Insights) An AI tool that connects to QuickBooks and other platforms to surface key metrics for leadership roles, provide scorecards, and suggest strategies and action templates. Murph also discussed the common AI tradeoffs, including lack of human context and the risk of over-reliance. 🧹 Bulk Deleter by SaasAnt Transactions (QBO Cleanup Tool) A utility designed to remove large volumes of data in QuickBooks Online to help clean up errors or reset a messy file. Murph demonstrated the tool live and emphasized that bulk deletes are powerful but irreversible if used incorrectly. 📊 AppVentory (App Visibility, Compliance & Security) A platform that scans systems to identify installed apps and software, how they are used, and what they cost. Murph highlighted how firms can use AppVentory to reduce unnecessary subscriptions, improve security, and uncover advisory opportunities for clients. 📦 Precoro (Procurement & Purchasing Controls) A purchasing and procurement platform that centralizes requisitions, approvals, purchase orders, budgets, and invoice matching. Murph pointed out that it delivers workflow and control features often found in larger ERP systems. 🛒 Taxomate (Ecommerce Connector) A connector for platforms like Amazon, Shopify, Etsy, Walmart, and other marketplaces that pulls payout data, categorizes transactions, and syncs summarized entries into QuickBooks Online. Murph highlighted its quick setup, reliable reconciliation, and competitive pricing. Coming up next: Murph previewed the upcoming QB Talks session on March 18 with Gregg Bossen, CPA, focused on practical tips for firms working with nonprofit clients, along with a QuickBooks Payroll session scheduled for April 1.
