Client Collaboration: Accessing QuickBooks Client Data

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/SOBQBoxQB 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 to QB Power Hour Webinar Series00:28 Housekeeping Tips and Resources01:02 Earning Continuing Professional Education Credit02:08 Technical Difficulties and Panelist Introduction02:49 Client Collaboration in QuickBooks Desktop05:57 Introduction of Sarah and Her Background13:19 Intuit News and Pricing Changes19:14 Working with Clients in QuickBooks Online26:22 Accountant Tools in QuickBooks Desktop31:45 The Ping Pong of File Transfers32:39 Challenges of File Restoration33:58 Remote Access and Screen Sharing34:19 Accountant Copy Process36:57 Web Service for File Transfers38:55 Issues with Accountant's Copy41:54 Journal Entries as a Backup42:47 On-Site Work vs. Cloud Hosting46:59 Remote Access Solutions48:46 Introduction to Q Box49:42 How Q Box Works55:23 Benefits of Q Box57:38 Conclusion and Next Steps