Client Collaboration: Accessing QuickBooks Client Data

QB Power Hour Podcast

Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. We will be joined by our friends at Qbox to take a closer look at how this option works.
Learn About Qbox - https://snip.ly/SOBQBox
QB 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/QBPHCPE
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction to QB Power Hour Webinar Series
00:28 Housekeeping Tips and Resources
01:02 Earning Continuing Professional Education Credit
02:08 Technical Difficulties and Panelist Introduction
02:49 Client Collaboration in QuickBooks Desktop
05:57 Introduction of Sarah and Her Background
13:19 Intuit News and Pricing Changes
19:14 Working with Clients in QuickBooks Online
26:22 Accountant Tools in QuickBooks Desktop
31:45 The Ping Pong of File Transfers
32:39 Challenges of File Restoration
33:58 Remote Access and Screen Sharing
34:19 Accountant Copy Process
36:57 Web Service for File Transfers
38:55 Issues with Accountant's Copy
41:54 Journal Entries as a Backup
42:47 On-Site Work vs. Cloud Hosting
46:59 Remote Access Solutions
48:46 Introduction to Q Box
49:42 How Q Box Works
55:23 Benefits of Q Box
57:38 Conclusion and Next Steps