08.05.25 - Intuit/QB Updates and FB Group Post Q&A

06/08/2025 1h 0min
08.05.25 - Intuit/QB Updates and FB Group Post Q&A

Listen "08.05.25 - Intuit/QB Updates and FB Group Post Q&A"

Episode Synopsis

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook GroupQB 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/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Welcome01:00 Meet the Hosts and Special Guest02:06 Sharrin Fuller's Journey in the Industry04:23 Housekeeping and QB Power Hour Overview05:10 Main Topics Overview06:18 Poll Question: QuickBooks Preferences06:59 Discussion on QuickBooks Online vs Desktop09:10 Introduction to AI Agents in QuickBooks11:12 Deep Dive into AI Agents20:35 Advanced Features and Insights31:06 AI Powered Bank Feed33:22 Introduction to Bank Feeds and Feedback Channels34:35 Understanding the Voice of the Customer35:16 Exploring the Canny Feedback Platform36:18 Accountants' Perspectives on Feedback Channels39:37 Intuit Tech Survey Insights41:05 AI and Automation in Accounting44:55 Strategic Advisory Services48:15 Tech Overload in Accounting Firms53:40 QBO Payroll Challenges56:31 Troubleshooting QuickBooks Payments59:39 Conclusion and Future Topics