Login Back to Main Site

On-Demand Webinars

All Tax Talks CashFlow Mastery Talks Practice Management Talks Marketing Talks Future Forward QB Talks Insightful Insights Accounting For Taste App Academy AI Talks
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.

Watch now
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.

Watch now
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/

Watch now
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/

Watch now
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.

Watch now
QB Talks | A Realm By Any Other Name thumbnail

QB Talks | A Realm By Any Other Name

QB Talks 59 min Intuit

Welcome to the premiere edition of QB Talks Apps from Insightful Accountant. In this session, Senior Technical Editor William “Murph” Murphy explains what QuickBooks “Realms” (Realm ID / Company ID) are, why they matter, and how they impact firms moving from QuickBooks Online Accountant (QBOA) to Intuit Accountant Suite (IAS). You’ll learn the differences between single realms, multi-tenancy, and multiple realms, how to choose the best seat realm for migration, and what issues can require Intuit support (billing, revenue share, ProConnect, duplicate clients). Murph also walks through a live demo showing how to upgrade to IAS, transfer clients, handle apps and team roles, and even how to downgrade and switch back if needed.

Watch now
QB Talks | Intuit Accountant Suite’s ‘Books Close’ at Year-end thumbnail

QB Talks | Intuit Accountant Suite’s ‘Books Close’ at Year-end

QB Talks 59 min Fishbowl

In this QB Talks session, William “Murph” Murphy and Intuit’s Anusha Natarajan walk through the new Books Close feature inside the Intuit Accountant Suite, with a focus on year-end workflows. The session shows how accountants can manage month-end and year-end close across all clients from one dashboard, use AI-powered transaction reviews and reconciliations, customize close templates, and track work without jumping in and out of client files. Viewers also get a look at what’s coming next for service delivery tools inside Intuit Accountant Suite. Learn more 👉 https://quickbooks.intuit.com/accountants/intuit-accountant-suite/

Watch now
Reimagine Your Firm’s Future with Intuit’s Evolved ProAdvisor Program thumbnail

Reimagine Your Firm’s Future with Intuit’s Evolved ProAdvisor Program

QB Talks 58 min Intuit

Webinar Date: November 19, 2025 Discover what’s new in the Intuit ProAdvisor Program and how the Intuit Accountant Suite is evolving for firms of every size. In this QB Talks session, William “Murph” Murphy sits down with Jaclyn Anku and Kevin Tran from Intuit to walk through major updates, including the integrated ProAdvisor experience, the new CAS Foundations learning path, AI-powered training, and the streamlined Manage Training tools inside Accountant Suite. If you’re an accountant, bookkeeper, or ProAdvisor looking to stay ahead, this session breaks down everything you need to know — from certification changes to new firm-level tools, resource hubs, and upcoming improvements. Watch the full discussion and stay updated on Intuit’s roadmap for accounting professionals. Learn more here: https://quickbooks.intuit.com/accountants/proadvisor-program/

Watch now
QB Talks: Practice Management App Comparison | September 2025 thumbnail

QB Talks: Practice Management App Comparison | September 2025

QB Talks 60 min William Murphy & Debra Kilsheimer

This month, Murph takes a close look at a dozen Practice Management Apps: Aiwyn, Canopy, Client Hub, Docyt, Financial Cents, Firm360, Karbon, Keeper, Mango, TaxDome, QBO-Accountant, and Xero Practice Manager. You’ll see the core features professionals rely on—client management, document handling, project workflows, team collaboration, and integrations. The session will help you decide which app fits your accounting, bookkeeping, or consulting practice. Learning Objectives ✨ Identify at least 3 core Practice Management functionalities ✨ Select one feature from each functional area most relevant to your needs ✨ Choose one app from the list to explore further

Watch now