QB Talks Webinar Archive

Murph and Gary host an 'open mic' discussion on issues surrounding the 2024 ProAdvisor Awards, Intuit's QuickBooks ProAdvisor Program, and changes coming to QuickBooks Desktop after July 31, 2024.

This 75-minute session covers three basic topics:

1. Murph makes a presentation about the 2024 ProAdvisor Awards and discusses changes coming to the 2025 ProAdvisor Awards.

2. Murph asks questions of our ProAdvisor audience regarding the newly 'reimagined' QuickBooks ProAdvisor Program.

3. Murph addresses questions with our ProAdvisor audience concerning the recently announced changes coming to QuickBooks Desktop Pro/Premier Plus and QuickBooks Desktop Enhanced Payroll.

If you have ever left a conference wishing you had known App Y was there, or kicking yourself for not stopping by to chat with App X or Z in person, this is the episode for you!

In the November 8th ANW update, we are going to take you on a spin around the upcoming QuickBooks Connect conference vendor floor. The goal? To get you the information you need to prioritize your visits, your chats, and maybe even a live demo or two.

Not going to QuickBooks Connect? Too busy with sessions to bother with vendors? We still got you. Knowing who's going and what their goals are is sometimes very good intel toward getting the inside track on a new solution, or even a new contract with a tried and true one -- even if you won't be roaming the conference floor.

Did you hear the news? There are exciting updates in QuickBooks Online and your clients will soon be asking you for the low down! Join Liz Scott in this webinar to learn about the new updates that have been released in QuickBooks Online!

This webinar will help shed some light on the following:

✅ New QuickBooks Bill Pay

✅ Intuit Assistant for QBO

✅ New invoicing UI for QuickBooks Online

✅ New QuickBooks Money app

✅ New QuickBooks Time UI Update that launches QuickBooks Time in QuickBooks Online

✅ This webinar will inform you of all the must-know updates and prepare you for the questions your client might ask.

As an accounting professional, staying up to date with the latest product updates from QuickBooks Online is crucial to ensure efficient and accurate financial management for your clients. In this informative webinar, we will dive into some of the newest features and improvements that are now available in QuickBooks Online.

Learning Objectives:

✅ Understand the latest features and improvements in QuickBooks Online.

✅ Learn how to use the multi-condition workflows and Visual Workflow Builder in QuickBooks Online Advanced to streamline your workflow.

✅ Discover the benefits of Standalone Contractor Payments and the new W-9 tracker in QuickBooks Online Accountant and learn how to use them to simplify your processes.

✅ Gain practical insights into how to optimize financial management for your clients using these tools.

✅ Learn how to access and navigate these features in QuickBooks Online to boost efficiency, reduce costs, and add value to your accounting practice.

While we've had 'Award' related shows in the past, they've primarily focused on award recipients. I can't remember ever having a QB Talks show where we talked with new members to the Top 100 list, our Up-n-coming ProAdvisor, and seasoned veterans on the list.

We hope to hear from our panelists a little about themselves and their practices. We also want to know how each of them has striven to reach recognition on the 2023 Top 100 or Categorical Award for which they've been recognized.

Joining the panel will be:

Beth Whitworth, CPA. Beth's firm focuses on helping small-to-mid sized companies recognize increased profits.

Kimberly Noh of Noh Hassle Bookkeeping in Brandon, Florida, a QuickBooks Advanced ProAdvisor with more than 30 years of bookkeeping and accounting experience.

Susan Cook. an Advanced QuickBooks ProAdvisor in both QuickBooks Desktop and QuickBooks Online is also the 2021 recipient of the QuickBooks Desktop ProAdvisor category. Susan's firm, Account Ability Consulting,

Sheri Radler, CPA who is the 2023 Up-N-Coming ProAdvisor recipient. Sheri made it to very top of the 'first ever' list of 25 Up-n-comers for 2023. Sheri is the principal of R Accounting Group of Prospect, Kentucky.

Murph will be hosting this review of QuickBooks Desktop 2024 and QuickBooks Enterprise v24. He will give you ‘the scoop’ about the new features and enhancements for 2024 along with his opinions based upon his first-hand pre-release testing.

Murph will then compare QuickBooks Desktop with QuickBooks Online, and also compare QuickBooks Enterprise with QuickBooks Online Advanced. These comparisons are intended to help you determine if your clients might want to consider migrating, one way or the other, in the future.

After completing this course, viewers will:

✅ Be able to list the new features of QB Desktop 2024

✅ Be able to identify customer types that are best for QB Desktop 2024

✅ Be able to determine the version of QuickBooks that is best for all of their clients

Using apps in your firm creates a more productive work environment for you so what if you could offer this same convenience to your clients by expanding your service offerings?

In this webinar, we will give you a crash course on how to add App Advisory Services to your portfolio which includes understanding various phases associated with offering an App Advisory service as well as how to effectively advise your clients on which apps are best suited for their needs. You'll also get tips and tricks on how to package this service and create a recurring revenue stream from it.

Learning Objectives:

✅ Discover how to use QuickBooks Apps to create a productive work environment for your clients

✅ Understand the benefits of providing tailored advice and guidance

✅ Uncover ways to create a recurring revenue stream from

In this webinar, Liz Scott will explore the range of new tools that are available and how they can help make your accounting process more efficient.

She also will dive into recent updates to the ProAdvisor Training Program and look at QuickBooks Business Network and QuickBooks Payments capabilities.

With the seminar, you will:

✅ Discover new features of QuickBooks Online in 2023

✅ Understand recent updates to the ProAdvisor Training Program

✅ Get familiar with QuickBooks Business Network and QuickBooks Payments capabilities

✅ Identify how these features can help your firm

In the February 15th update, Kelly and Kristen will be talking about the apps you might want to check out to help with next year's year end... since we're guessing that what you might want to improve these days might be fresh in your mind. Plus, a few of our apps to watch for 2023!

Learning Objectives:

✅ Be able to identify new trends in 2023 app focus development

✅ Gain insights into how to participate and even contribute to the development of some of the initiatives these apps have going on.

✅Gain insights into how a very busy leader (such as Nayo Carter Gray) uses apps and a curated app stack to level up her year-end experience.

✅ Learn details from Murph on how to nominate yourself or a colleague for this year’s Top 100.

For accountants and bookkeepers, the year-end can be hectic. QuickBooks Online has built-in tools that can help us be more productive. Since year-end tasks are often only performed once yearly, a checklist is handy to ensure consistency and completeness. Using a checklist and the tools available in QuickBooks Online, we can reduce human error during the busy year-end season.

Year-end duties include reconciling all accounts including loans, collecting year-end documents, processing final payrolls, filing payroll forms, and closing the books in preparation of tax.