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

QB Power Hour Podcast

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 Group
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 and Welcome
01:00 Meet the Hosts and Special Guest
02:06 Sharrin Fuller's Journey in the Industry
04:23 Housekeeping and QB Power Hour Overview
05:10 Main Topics Overview
06:18 Poll Question: QuickBooks Preferences
06:59 Discussion on QuickBooks Online vs Desktop
09:10 Introduction to AI Agents in QuickBooks
11:12 Deep Dive into AI Agents
20:35 Advanced Features and Insights
31:06 AI Powered Bank Feed
33:22 Introduction to Bank Feeds and Feedback Channels
34:35 Understanding the Voice of the Customer
35:16 Exploring the Canny Feedback Platform
36:18 Accountants' Perspectives on Feedback Channels
39:37 Intuit Tech Survey Insights
41:05 AI and Automation in Accounting
44:55 Strategic Advisory Services
48:15 Tech Overload in Accounting Firms
53:40 QBO Payroll Challenges
56:31 Troubleshooting QuickBooks Payments
59:39 Conclusion and Future Topics