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The ProAdvisor Transition to ProPartner thumbnail

The ProAdvisor Transition to ProPartner

QB Talks 95 min William Murphy & Jaclyn Anku

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/

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QBTalks 2026 Annual Top ProAdvisor Awards Show thumbnail

QBTalks 2026 Annual Top ProAdvisor Awards Show

QB Talks 50 min Jeff Siegel, Alicia Katz Pollock, Rachael Dauchy

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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How Qvinci Intelligence Increases Client Value and Scales CAS Growth thumbnail

How Qvinci Intelligence Increases Client Value and Scales CAS Growth

QB Talks 62 min Qvinci

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/

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QB Talks | Prepping For Scaling New Heights thumbnail

QB Talks | Prepping For Scaling New Heights

QB Talks 59 min Basys

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

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QB Talks APPs | The Continuing Evolution Of Intuit's ProAdvisor Program thumbnail

QB Talks APPs | The Continuing Evolution Of Intuit's ProAdvisor Program

QB Talks 82 min William Murphy & Jaclyn Anku

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/

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QB Talks | What's New In QuickBooks: Intuit Accountant Suite thumbnail

QB Talks | What's New In QuickBooks: Intuit Accountant Suite

QB Talks 85 min William Murphy, Kaitlyn Wilchynski & Brad Adams

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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QB Talks APPs | QuickBooks in Depth: QuickBooks Payroll thumbnail

QB Talks APPs | QuickBooks in Depth: QuickBooks Payroll

QB Talks 64 min William Murphy & Andrew D'Abreu

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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QB Talks | Pro Tips For Non-Profit Niche Practices thumbnail

QB Talks | Pro Tips For Non-Profit Niche Practices

QB Talks 61 min William Murphy & Gregg Bossen

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.

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New Apps For QuickBooks | QB Talks Apps thumbnail

New Apps For QuickBooks | QB Talks Apps

QB Talks 59 min William "Murph" Murphy

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.

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PRO TIPS: LEGAL NICHE | QB Talks thumbnail

PRO TIPS: LEGAL NICHE | QB Talks

QB Talks 61 min William Murphy & Caren Schwartz

In this QB Talks session, William “Murph” Murphy hosts Caren Schwartz as she shares expert insights on working with law firms, understanding trust and IOLTA accounts, navigating compliance rules, and helping attorneys manage their financial operations effectively. Learn what makes law firms unique, how their billing and compensation structures work, and where accounting professionals can add real value through advisory and financial management support. Sponsored by Basys: https://basyspro.com/

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State of QuickBooks Desktop in 2026: What's Really Happening | QB Talks APPS thumbnail

State of QuickBooks Desktop in 2026: What's Really Happening | QB Talks APPS

QB Talks 59 min William Murphy & Marjorie Adams

In this February QB Talks Apps session, host William “Murph” Murphy sits down with Marjorie Adams (Fourlane) to break down the state of QuickBooks Desktop in 2026 and what recent Intuit announcements mean for accounting firms and their clients. You’ll get clarity on what is actually changing (and what is not), including how Intuit’s product lifecycle and support timelines affect Desktop users, and why the “QuickBooks Desktop is going away” messaging often causes confusion. Marjorie also walks through practical ways to protect Desktop file integrity, highlights ongoing product updates inside Desktop/Enterprise, and explains where QuickBooks Desktop Enterprise fits alongside newer options like Intuit Enterprise Suite. A key segment includes an overview of FourlaneCX, a web-based tool designed to help Enterprise users improve performance by moving certain workflows outside of Desktop while keeping core accounting work in QuickBooks. 🔗 https://www.fourlane.com/

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QB Talks: What’s New in QuickBooks (January 2026) thumbnail

QB Talks: What’s New in QuickBooks (January 2026)

QB Talks 63 min William Murphy

Stay up to date on the latest QuickBooks updates with Murph (William Murphy). In this session, we break down the new QBO interface, AI-powered bank feeds, inventory enhancements, Intuit Accountant Suite (IAS), payroll updates, Desktop changes, pricing increases, and what these updates mean for accountants and ProAdvisors in 2026. If you work with QuickBooks Online, Desktop, or Intuit Enterprise Suite, this is a must-watch update.

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