Bridging the Apps

Matthew and Dan will be talking about how Zapier offers a no-code way to connect applications that don't normally talk to each other.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/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Welcome00:21 Meet the Hosts02:48 Overview of QB Power Hour04:37 Today's Agenda: Zapier and QuickBooks Integration05:06 Why Zapier?07:17 Understanding Zapier Integrations07:54 Poll Question: Familiarity with Zapier15:08 Zapier Pricing and Task Accounting20:27 Triggers and Actions in Zapier21:35 Types of Triggers and Their Limitations26:43 Action Steps and Field Types in Zapier31:01 Advanced Features in Zapier31:37 Understanding Zapier Icons31:55 Integrating Zapier with QuickBooks Online32:28 Setting Up Triggers and Actions in QuickBooks37:02 Maintaining and Troubleshooting Zaps41:00 Simple Zap Examples46:20 Intermediate Zap Examples51:31 Advanced Zap Examples54:28 Exploring Zapier's App Directory01:00:29 Conclusion and Future Topics