This page will contain an archive or recorded webinars from 2014 and 2015, go to Page 1 for 2016

December 17, 2015 Webinar #38:
Top 10 Apps for QuickBooks in 2015

  1. Methodology used by Hector and Michelle to select top 10 apps
  2. Summary of top 10 apps: Expensify, Bill.com, Receipt Bank, HubDoc, Finagraph, Qvinci, and MethodCRM
  3. Detailed demo of Zed Axis, Tsheets, and 2qbo Covert Pro; the last 3 top 10 apps

December 10, 2015 Webinar #37:
Tax Planning with QuickBooks

  1. Hector covers the new QuickBooks Online Accountant TRIAL BALANCE tool
  2. Hector discusses some tips in organizing chart of accounts for year-end tax return preparation
  3. Christopher Ragain, CPA  (Guest Speaker) talks about some obscure and some must-know tax tips
  4. Demo of Tax Planner Pro

November 19, 2015 Webinar #36:
QBO Bank Feeds + Practical Value Pricing (Live from Las Vegas @ ACCOUNTEX)

  1. Hector covers some basics about bank feeds options with QuickBooks and tips for QBO Bank Feeds
  2. Michelle talks about practical ways to implement Value Pricing

November 12, 2015 Webinar #35:
Report Combinations in QuickBooks

  1. Hector demos report combinations in QBO and QuickBooks Enterprise
  2. Michelle talks about the opportunity to work with franchises
  3. Qvinci demos their product  to solve for multiple QB file reporting

October 29nd, 2015 Webinar #34:
Managing Accounts Payable in QuickBooks

  1. Hector covers withholding “Vendor Retainage” in QuickBooks
  2. BONUS MATERIAL: Cleaning up unused Vendors in QuickBooks Desktop
  3. Hector covers some in-depth topics regarding A/P issues with Item Receipts and Bills
  4. Bill.com shows the A/P management process
  5. HubDoc shows their integration with Bill.com

October 22nd, 2015 Webinar #33:
QuickBooks Enterprise In-Depth

  1. Hector covers in-depth core features of QuickBooks Enterprise of the last 5 years worth of new features (Except for Advanced Inventory, Advanced Pricing, and Advanced Reporting) of QuickBooks Enterprise
  2. Hector covers pricing and Intuit’s subscription model of QuickBooks Enterprise.   Plus a brief introduction to the Intuit Authorized Reseller Program
  3. Doug Sleeter weighs in on the Mid-Market, as the typical QuickBooks Enterprise user

October 15th, 2015 – Webinar #32
Engagement Letters & Client On-boarding + Practice Ignition

  1. Hector covers some of his learnings around pricing methods and the effect on Engagement Letters, also shares some resources for some sample letters you can use
  2. Max from Practice Ignition shows us how their apps helps with the on-boarding process

October 13st, 2015 Webinar #31
Michelle Long with Intuit: 5 Key Factors for the Firm of the Future

  1. Chris Repetto, from Intuit, talks about QuickBooks Connect conference on November 2015
  2. Michelle talks about the 5 P’s of firm success

October 1st, 2015 Webinar #30
Non-Profit in QuickBooks + Method:Donor

  1. Gregg Bossen from QuickBooksMadeEasy demonstrates using QuickBooks Desktop for Non-Profit entities
  2. Gregg Bossen shows how to use Method:Donor to automate donation letters and process web-based donations

September 24th, 2015 Webinar #29
In-Depth look at Spotlight Reporting for QuickBooks

  1. Michelle and Hector weight in about budget and forecasting in QuickBooks Desktop and QuickBooks Online
  2. Special Guest: Spotlight Reporting will show a a detailed step by step guide to building custom management reports within the Spotlight Reporting app

September 17th, 2015 Webinar #28
Building Custom Reports in QuickBooks

1. Hector covers some of hi favorite custom reports in QuickBooks Desktop
2. Source and Destination rules explained for Transaction Detail Reports
3. Michelle covers some of her favorite custom reporting tips in QBO

September 10th, 2015 Webinar #27
Whats New in QuickBooks 2016?

September 3rd, 2015 Webinar #26
Firm of the Future & Value Pricing with Ron Baker

1. Michelle covers a few more results from Intuit RateSurvey 2015
2. Hector interviews Ron Baker on his vision of the Firm of the Future

August 27th, 2015 Webinar #25
Tools from Citrix: ShareFile, RightSignature, and ShareConnect

1. Citrix showcases their 3 most important tools they offer to accountants

August 20th, 2015 Webinar #24
Tech Tips for Small Firms by Michelle Long

1. Michelle covers a few results from Intuit RateSurvey 2015
2. Accounting Technology Hierarchy of Needs
3. Opportunities in QuickBooks Online

August 6th, 2015 Webinar #23
Lesser Known QuickBooks Online Tips & Tricks

1. Guest Speaker: Danielle Ferris from Intuit talking about Firm of the Future website and contest
2. Hector shows his favorite features of the NEW QBO app for Windows
3. Hector demonstrates how to import a Word file as an Invoice template with the new Import Styles feature in QBO
4. Brief demonstration on the New Redesigned Reports in QBO being beta tested with QuickBooks Labs
5. Payroll Job Costing workaround using Purchase Orders as timesheets and and Bills to create job costing entries of Reports.  Also, workaround for “Expenses not Assigned to Jobs Report”
6. Hector shows the concept of Non-Posting Sales Receipts and using this same concept to create customer service tickets in QBO

July 23rd, 2015 Webinar #22
QuickBooks Desktop vs. QBO + Remote Access Alternatives for Desktop

1. Guest Speaker: Woody Adams from Intuit, should us some features in QuickBooks Online that are not available in QuickBooks Desktop
2. Hector discusses when QBO is the right fit (and why) and when it isn’t.  Plus he shows some of his favorite reporting and workflow features of QuickBooks Desktop
3. Chris Wise from Qbox will show us how this file sharing system is a great alternative to Remote Access for accountants supporting QuickBooks Desktop users
4. Stephen from MyQuickCloud will show us how this tool is truly enhancing the remote access experience by using a regular workstations as a potential multi-user remote access server!

July 9th, 2015 Webinar #21
In-Depth Inventory in QuickBooks, Part 1

1. Hector covered why QuickBooks Desktop (Pro, Premier, Enterprise) is the most chosen by companies that manage inventory
2. Hector explains how average Cost works in Quickbooks and how to include the freight and insurance costs into the inventory (Landed Cost)
3. Special Guest: SOS Inventory demos their software as a solutions to Inventory features not available in QBO

June 25th, 2015 Webinar #20
What we learned at SNH, New Hybrid Desktop-Cloud Technologies

1. Hector covered some of his takeaways from the Scaling New Heights conference in New Orleans on 2015
2 Michelle covered some of his takeaways from the Scaling New Heights conference in New Orleans on 2015
3. Guest Speaker: Doug Sleeter discussing Change Leadership, hybrid technologies and crushing your comfort zone.

June 11th, 2015 Webinar #19
Updates from Intuit

1. Guest Speaker: Luis Sanchez from Intuit discusses some updates for QuickBooks ProAdvisors
2. Guest Speaker: Dan Lowell from Intuit discusses some updated training that will be available in the Summer
3. Guest Speaker: Chris Repetto from Intuit discusses updates about QB Connect event in November @ San Jose, CA
4. Guest Speaker: Cheryl from Corrigo discusses newly QBO-compatible product Intuit Field Service Management

May 28th, 2015 Webinar #18
Excel Tips for QB Power Users, Part 2

1. Guest Speaker: Jeff Lenning CPA from Excel University covers some great techniques to help “flatten” QuickBooks Data and work with Pivot Tables for some great Excel Reports based on QuickBooks information
2. Hector Garcia, CPA covers using QB2EXCEL free utility to export data from QuickBooks Desktop into Excel, and some misc. tips for exporting data from QuickBooks Online into Excel

May 14th, 2015 Webinar #17
Document Management & Accountant/Client Collaboration

1. Michelle: discussed the challenge of sharing financial docs with accounant
2. Jaime from HubDoc showing us how their app aggregates all the documents automatically and sync HubDoc with QBO
3. Hector covered how Attached Documents work in QuickBooks Desktop, working with Accountant’s copy, and sending Journal Entries

April 30th, 2015 Webinar #16
QB Practice Management, part 2

1. Michelle and Hector: Road to Consultancy; steps to become a consultant
2. Ron Baker covers Value Pricing
3. Joe Woodard covers paradigm shift of the profession and Education with a purpose

April 16th, 2015 Webinar #15
Custom Reporting for Lenders and Investors

1. Michelle: Intro, learning objectives and CPE Instructions. 5 Minutes
2. Hector: Presentation tips for Financial Statements prepared for Lenders
3. Michelle Long: New features on QBO Management Reports
4. Guest Speaker: Meredith Wood from FUNDERA, current state of small business lending

April 2nd, 2015 Webinar #14
Excel Tips and Tricks for QuickBooks Power Users

1. Michelle: Intro, learning objectives and CPE Instructions. 5 Minutes
2. Hector: Why QuickBooks Consultants & Accountants should learn Excel at the “consultant Level”? 10 Minutes
3. Jeff Lenning (Guest Speaker from Excel University) covering great tips on =CONCATENATE(), TEXT-TO-COLUMNS, and FlashFill on Excel 2013. 20 minutes
4. Hector: Top Excel Add-in that Hector likes.  Tips on importing item list from excel into QuickBooks. 20 Minutes

March 19th, 2015 Webinar #13
QuickBooks Consultant – Practice Management Tips 1

1. Intro, learning objectives and CPE Instructions. 5 Minutes
2. Michelle: covered how leverage current clients for more work and referrals
3. Hector: covered some important marketing elements that helped him grow his practice

March 5th, 2015 Webinar #12
QuickBooks Pre-Payments – Managing customer pre-payments in QBO and vendor pre-payments in Desktop

1. Intro, learning objectives and CPE Instructions. 5 Minutes
2. Michelle: covered how to manage Barter Transactions in QuickBooks Online
3. Hector: covered the anatomy of a .QBO File and how to import Paypal into QuickBooks

February 18th, 2015 Webinar #11
QuickBooks Pre-Payments – Managing customer pre-payments in QBO and vendor pre-payments in Desktop

1. Intro, learning objectives and CPE Instructions. 5 Minutes
2. Michelle: covered dealing with A/R and customer prepayments/deposits in QBO
3. Hector: covered dealing with A/P and vendor prepayments in QB Desktop

February 5th, 2015 Webinar #10
QuickBooks at Year-End, part 3 – Writeoff Invoices, Undeposited Funds Report, Bank Feeds vs. Batch Enter Transactions

1. Intro, learning objectives and CPE Instructions. 5 Minutes
2. Michelle: covered Writing off invoices the correct way to avoid sales tax issues, merging accounts, batch reclassify in QuickBooks Online
3. Hector: Undeposited Funds Report trick, Issues importing IIF from Bank, Options for Importing large amounts of data (Batch Enter vs. Bank Feeds vs. 3rd party apps)

January 22nd, 2015 Webinar #9
QuickBooks at Year-End, part 2 – Cash Basis Balance sheet torubleshooting

1. Introduction by  Hector (Michelle not available for this webinar). Discussion on learning objectives and CPE Instructions. 5 Minutes
2. Hector: covered cash basis  balance sheet troubleshooting A/R and A/P balances
3. Michelle covered Accountant Tools in  QBO
4. Special Guest: Ralph from MoneyThumb, demonstrating a tool that converts PDF statements to CSV or .QBO!

January 8th, 2015 Webinar #8
QuickBooks at Year-End, part 1 – Reports and Reconciliation

1. Introduction by  Hector (Michelle not available for this webinar). Discussion on learning objectives and CPE Instructions. 5 Minutes
2. Special Speaker: Joseph Lasee from Intuit, live demo of the NEW QuickBooks Enterprise Advanced Reporting
3. Hector’s QuickBooks Online Segment: NEW Management Reports feature in QuickBooks Online
4. Hector’s QuickBooks Desktop Segment: fixing reconciliation Discrepancies

December 18th, 2014 Webinar #7
Top 5 Apps recommended for 2015

***RECORDING DAMAGED, UNAVAILABLE***
Demo done for: Avalara, Tsheets, MethodCRM, Bill.com, and NEW Document Management in QBOA

December 4th, 2014 Webinar #6
New QBOA, More Job Costing Tips, and Using Custom Items for Custom Reports

1. Introduction by Michelle and Hector. Discussion on learning objectives and CPE Instructions. 5 Minutes
2. Michelle’s QuickBooks Online Segment: *** Michelle was out, but Ibrahim from Intuit, Inc presented*** To New QuickBooks Online Accountant that launched 12/04/14
3. Hector’s QuickBooks Desktop Segment: More Job costing tips in QuickBooks Desktop and working with Custom Fields to create Custom Reports.
4. Guest Speaker: John Power with BizTools… a simple way to create complex reporting tools with easy to read KPI’s – a consulting opportunity for accountants.

 

November 20th, 2014 Webinar #5
Job Costing Tips in QuickBooks

1. Introduction by Michelle and Hector. Discussion on learning objectives and CPE Instructions. 5 Minutes
2. Michelle’s QuickBooks Online Segment: Job Costing and Limitations in QBO
3. Hector’s QuickBooks Desktop Segment: Some Job costing tips in QuickBooks Desktop and starting the discussion on working with Contractor/Construction Clients in QuickBooks
4. Guest Speaker: Victoria Horn with T-Sheets… Time Tracking for Job Costing.

 

November 13th, 2014 Webinar #4
Advanced Reporting Tips in QuickBooks

1. Introduction by Michelle and Hector. Discussion on learning objectives and CPE Instructions. 5 Minutes
2. Michelle’s QuickBooks Online Segment: Reporting Tips in QuickBooks Online and some insights analytics
3. Hector’s QuickBooks Desktop Segment: Some Advanced Reporting Tips in QuickBooks Desktop and exporting data onto Excel and performing excel magic.
4. Guest Speaker: Mike Millan from Finagraph showing us how simple Financial Analytics can create big impact for your clients.

 

October 30th, 2014 Webinar #3
Bank Feeds Deep Dive in QuickBooks

1. Introduction by Michelle and Hector. Discussion on learning objectives and CPE Instructions. 5 Minutes
2. Hector’s QuickBooks Desktop Segment: Bank Feeds and Bank Rules in depth
3. Michelle’s QuickBooks Online Segment: Working with Bank Feeds
4. Guest Speaker: Doug Sleeter discussing how the accounting professions is shifting enabled by technologies such as Bank Feeds and some insight about Sleeter’s Solutions14 Conference in Las Vegas Nov, 2014

October 16th, 2014 Webinar #2
Efficient Data Entry in QuickBooks

1. Introduction by Michelle and Hector. Discussion on learning objectives and CPE Instructions. 5 Minutes
2. Michelle’s QBO Segment: Power tips on bank feeds and bank rules within QBO. Other tips to import data into QBO and avoiding double data entry. 20 Minutes
3. Hector’s QuickBooks Desktop Segment: Tips when working with Batch Enter Transactions, Add/Edit Multiple Names, and Reclassify transactions for ultra speedy data entry with QBA. Open topics on other data importing tips such as IIF and Advanced Excel Import. 20 Minutes
4. Guest Speaker: ScanWriter will show us how to input hundreds of transactions from a complete monthly bank statement into QuickBooks with ZERO DATA ENTRY in 15 minutes or less

October 2nd, 2014 Webinar #1
Collaborating & Connecting with Clients within the QuickBooks system

Segments:
1. Introduction to the Webinar Series: Michelle and Hector will introduce themselves and discuss their backgrounds. Introduce the theme of collaborating and connecting with clients. Explain requirements for CPE.
2. Michelle’s QuickBooks Online Segment: communication within QBOA and accountant users, Communicating with customers using Invoice notes, setting up ways to work in tandem with clients for higher efficiency, audit log, and other features.
3. Hector’s Desktop Segment: using client collaborator on QuickBooks Accountant, working remotely, external accountant user (and a small tidbit on QuickBooks 2015 Accountant Toolbox feature), Notes on reports using QB 2015, user permissions on QB Enterprise, mention some 3rd party tools to collaborate in Desktop environment, user changes audit trail, sending Journal Entry, closing the books and closing exception transaction report
4. Guest Speaker: Intuit will talk about QBCONNECT and other learning tools from Intuit Academy

 

go to Page 1 for 2016 episodes…