Upcoming Webinars
Avalara Presents: 2024 Tax Change Report
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Tech Tuesday: What’s New in QuickBooks Online? (Q1)
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Tech Tuesday: Unboxing The Latest Updates to QuickBooks Online (Q2)
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Register Here
Tech Tuesday | QuickBooks Online: The Latest in Updates and Enhancements (Q3)
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Tech Tuesday: Reviewing the Latest in QuickBooks Online Updates (Q4)
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Past Webinars
Bookkeeper vs. CPA: Maximizing Your Advisory Relationships
It takes a village to keep your business running – your accountant, your bookkeeper, your employees – the list goes on. But when should you leverage the expertise of a bookkeeper versus that of an accountant? In this webinar, attendees will come to understand the differences between the two, which functions each can perform most efficiently on your behalf, and how to maximize your advisory relationships by knowing their relative areas of expertise. Protect your business investment and learn to leverage these relationships more effectively!
We will cover:
• Bookkeeping vs. accounting
• Bookkeeping best practices
• Characteristics to look for in a bookkeeper
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Preparing to File Your 1099s: Checklist, Updates & Best Practices
2023 is quickly coming to a close and part of your year-end process includes preparing to file your 1099s. So, how prepared are you? Out of the Box Technology has a team dedicated to the preparation and filing of your 1099s and is here to ensure every box is checked, every step completed, and each form is filed on time. In this webinar, attendees will meet the team, understand the process for correct 1099 preparation, how to be prepared, and what our team can do to help.
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QuickBooks Online vs. QuickBooks Desktop
Are you questioning which QuickBooks product is optimal for your business accounting needs? Then this webinar is for you! Out of the Box Technology’s Executive Director of Accounting & Data Services, Shelly Spencer will spend the hour detailing the ins and outs of each platform, their unique functionalities, and help attendees identify the key questions to consider when evaluating Intuit products. If yore considering upgrading your bookkeeping software, then this is a cat-miss opportunity to gain key insights from one of our most sought-after consultants – join us!
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QuickBooks Payroll 101
Join Out of the Box Technology and Intuis John Brakey Campos as he breaks down the ins and outs of QuickBooks Payroll, Intuis cloud-based payroll accounting solution. Process payroll, pay employees, and file your taxes – all in one place! This system is designed with the small- to medium-sized business user in mind, utilizing intuitive navigation and step-by-step guidance to help you through the process. With QuickBooks Online Payroll, you can easily streamline your payroll process saving you time and money. In this interactive and user-centric webinar, learn about the key functionalities and benefits of QuickBooks Online Payroll including:
• The specific pain points that QuickBooks Online Payroll was developed to solve
• What each tier/plan includes
• Key integrations that connect to QBO Payroll
• Costs associated with deployment
If you dot yet have a payroll integration for your QuickBooks Online account, or if you are unhappy with your current payroll provider, be sure to check out this informational webinar designed to address the most common pain points associated with payroll and dive deep into its functionalities!
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Whas New in QuickBooks Desktop 2024?
Is that time of year again! Intuit has launched their 2024 installation of the QuickBooks family of products. We are testing out the software and want to share with you the new features, what we love and how QuickBooks Desktop can continue to enhance your business accounting operations!
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How to Eliminate Manual Bill Data Entry & Get AP Done 90% Faster: MakersHub
Joins MakersHub co-creators Charles Howe and Phong Ngo in this interactive webinar as they provide valuable Out of the Box client case studies and hands-on demonstrations of the latest in AP smart data capture technology. Charles and Phong will showcase the key features, benefits, and functionalities that MakersHub offers, empowering you to scale your AP processes and workflows with the click of a button.
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Whas New in QuickBooks Online
Join us for an exciting and informative webinar, “Whas New in QuickBooks Online” where wll explore the latest updates, features, and enhancements in the worls leading cloud accounting software. QuickBooks Online has been continuously evolving to meet the dynamic needs of modern businesses, and this webinar is your ticket to discover its newest capabilities. Whether yore a seasoned QBO user or just getting started, this session will offer valuable insights that can streamline your financial processes, save time, and improve your overall efficiency.
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Introducing Lightspeed: Your Next Point of Sale Solution
In this interactive webinar, we will provide you with valuable insights and hands-on demonstrations that will enable you to make an informed decision about transitioning to Lightspeed. Our expert speakers will showcase the key features, benefits, and functionalities that Lightspeed offers, empowering you to elevate your retail business to new heights.
Introduction to Lightspeed – Get an in-depth overview of the Lightspeed platform, including its intuitive interface and user-friendly features. Discover how Lightspeed can seamlessly integrate with your existing retail ecosystem, ensuring a smooth transition.
Seamless Migration from QuickBooks POS – Sync your bookkeeping data from QuickBooks Online and Desktop with the help of Lightspeed Accounting—so your books are always accurate and up-to-date! Continue using many of the same hardware pieces you’ve already purchased for QuickBooks POS. Address common concerns and challenges to ensure a hassle-free transition.
Q&A Session – The Lightspeed Team will address several frequently asked questions we’ve gathered from previous QuickBooks POS users’ feedback. Engage directly with our expert panel and get answers to your specific queries regarding Lightspeed and the migration process.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Navigating the Evolving Sales Tax Landscape: Exploring Avalars Latest ChatGPT Enhancements
Join us for an informative webinar where we dive into the latest updates in sales tax compliance and explore Avalars enhancements that aim to streamline your tax management process. In this session, our knowledgeable presenters will guide you through the intricacies of sales tax regulations, shedding light on how Avalara is at the forefront in revolutionizing tax management.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
QuickBooks Data Integrity and Optimization
Join our informative webinar on Data Integrity and Data Optimization to learn essential strategies for ensuring the accuracy and efficiency of your data management in QuickBooks. In this session, we will delve into the key concepts and practical steps to maintain data integrity and optimize your QuickBooks file for smooth operations. Join us for this webinar to gain valuable knowledge and practical tips to ensure data integrity and optimize your QuickBooks file. Don’t miss this opportunity to enhance your data management skills and improve the performance of your QuickBooks system. Reserve your spot now!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
What’s New in QuickBooks Online!
Come learn about the new features released in QuickBooks Online. Our Certified QuickBooks ProAdvisor, Vicki Newton, will explore these features and review some of the benefits of taking your accounting into the cloud.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Finally! Job Costing in QuickBooks Online Advanced! (Encore)
Out of the Box Technology has been in the construction space for decades. A common pain point we hear from home builders and remodelers is that there ist a job costing function in QuickBooks Online Advanced. We have developed a solution to this problem! Join our webinar to be the first to see our new comprehensive job costing toolkit designed especially for builders – The Buildes Job Costing ToolKit! This product, exclusively from Out of the Box Technology, is an end-to-end construction management solution for builders, remodelers, and contractors with every tool you need to run your business. Les get started!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Employee Retention Credit: Do you qualify for this tax credit?
The Employee Retention Credit (ERC) is a government program enacted by the Coronavirus Aid, Relief, and Economic Security (CARES) Act that allows businesses that were negatively impacted by the COVID-19 Pandemic to qualify for a refundable payroll tax credit. Businesses can be eligible for up to $26,000 per employee retained during the pandemic. Join us for this webinar as we bring in the experts to discuss how to know if your company qualifies! We want to help you take advantage of this credit while it is still available!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Managing Inventory in QuickBooks: Best Practices
Inventory management can be a make or break in the success of your business. That is why getting a handle on it is so essential, now more than ever! Join us for Technology Tuesday on May 2nd to learn about the fundamentals surrounding inventory management in QuickBooks. We will explore tips that will help keep your warehouse running efficiently and effectively. Our team will cover the essential aspects of inventory to keep your shelves and record keeping organized and accurate.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Finally! Job Costing in QuickBooks Online Advanced!
Out of the Box Technology has been in the construction space for decades. A common pain point we hear from home builders and remodelers is that there ist a job costing function in QuickBooks Online Advanced. We have developed a solution to this problem! Join our webinar to be the first to see our new comprehensive job costing toolkit designed especially for builders – The Buildes Job Costing ToolKit! This product, exclusively from Out of the Box Technology, is an end-to-end construction management solution for builders, remodelers, and contractors with every tool you need to run your business. Les get started!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Employee Retention Credit: Do you qualify for this tax credit?
The Employee Retention Credit (ERC) is a government program enacted by the Coronavirus Aid, Relief, and Economic Security (CARES) Act that allows businesses that were negatively impacted by the COVID-19 Pandemic to qualify for a refundable payroll tax credit. Businesses can be eligible for up to $26,000 per employee retained during the pandemic. Join us for this webinar as we bring in the experts to discuss how to know if your company qualifies! We want to help you take advantage of this credit while it is still available!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
All About Payroll!
Payroll is an essential part of every business. Selecting the right payroll solution and implementing it correctly are imperative to success! Join our webinar to learn what payroll solutions are out there today, how to know which one is right for your business, and the best way to get started.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
All About Payroll!
Payroll is an essential part of every business. Selecting the right payroll solution and implementing it correctly are imperative to success! Join our webinar to learn what payroll solutions are out there today, how to know which one is right for your business, and the best way to get started.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Best Practices for Using Franchise Performance Data to Support Your Franchise Owners!
Join us as we discuss how to access and share the data you need to improve your Franchises performance. The success of a Franchisor is directly related to the success of the Franchisees in the system. Do you know what units are struggling or over-performing for all your essential metrics in real-time? If not, we can provide some solutions and best practices to get you moving in that direction.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Avalara Presents 2023 Tax Change Report
Join Out of the Box Technology as we welcome our partner Avalara, leader in Sales Tax Automation to review the 2023 Tax Changes Report. Hear from the experts what changes are being implemented and what this means for your business.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Bookkeeper vs. CPA: A conversation about the important difference
It takes a village to keep your business running – your accountant, your bookkeeper, and your employees. But what’s the difference between a bookkeeper and an accountant? In this webinar, attendees will learn to recognize the difference and how to maximize resources by having the right people complete the right tasks, with the ultimate goal to protect the investment in the business!
We will cover:
- What is bookkeeping vs. accounting
- Bookkeeping best practices
- What to look for in a good bookkeeper
Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Bookkeeper vs. CPA: A conversation about the important difference
It takes a village to keep your business running – your accountant, your bookkeeper, and your employees. But what’s the difference between a bookkeeper and an accountant? In this webinar, attendees will learn to recognize the difference and how to maximize resources by having the right people complete the right tasks, with the ultimate goal to protect the investment in the business!
We will cover:
- What is bookkeeping vs. accounting
- Bookkeeping best practices
- What to look for in a good bookkeeper
Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Getting Ready for Year-End: The Checklist you Need!
The final stretch of 2022 is upon us and Out of the Box Technology is here to make sure you are ready! We aren’t talking gift wrapping or New Year’s Resolutions. We are talking financials! Join us for this webinar as we take a look at the steps you can check off NOW to make your transition to 2023 as smooth as possible.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Making 2023 Your Best Tax Year Yet!
We are excited to welcome the sales tax experts from Avalara! This webinar will discuss the recent changes to Sales Tax, and how you can set yourself up to have the best 2023 yet!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Let’s Talk Data Migrations! What, Why & How?
Considering making the switch to QuickBooks? As your business grows and evolves, the accounting software you use should as well. Now is the time to start thinking about a data migration! But what is a data migration, why would you need one, and how does the process work? That is where Out of the Box Technology comes in. Join us for our webinar to get the answers to these questions and more and start your 2023 year off in the product that works just right for you!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Preparing for Filing Your 1099s
2022 is quickly coming to a close and part of your Year End process includes preparing to file your 1099s. So, how prepared are you? What might you need help with? Out of the Box Technology has a team dedicated to the preparation and filing of your 1099 forms. We have a detailed process to make sure every box is checked, every step is completed, and each form is filed ahead of the deadline. In this webinar, attendees will meet the team, understand the process for 1099s, how to be prepared and what our team will do to help.Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
Whas New in QuickBooks Desktop 2023
Is that time of year again! Intuit has launched their 2023 installation of the QuickBooks family of products. We are testing out the software and want to share with you the new features, what we love and how QuickBooks Desktop can continue to enhance your business!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
QuickBooks Health Checks: What is it and why might you need one?
We all get check-ups from time to time to maintain the important areas of our lives. Your accounting should be no different! At Out of the Box Technology, our industry expert QuickBooks ProAdvisors offer Health Checks for your QuickBooks! So what does that mean, and how do you know if it is time to schedule one? Watch this on-demand webinar to learn about these Health Checks and if your QuickBooks is in need of one. Chances are, the answer is yes!Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
QuickBooks Online: Is making the switch right for you?
Webinar outline:
- Overview of the differences between Pro/Premier and QuickBooks Online (QBO)
- Why QBO
- Key features for construction trade companies
- Enhancements to QBO and upcoming releases
- How OOTB can help!
Date & Time
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No agenda is available for this webinar (see description above).No downloads available.
5 Ways Growing Companies Get Tripped Up by Sales Tax
How more sales and more customers can change tax obligations. If you want to conquer the world, first you have to conquer tax compliance. Get your sales tax in compliance before you venture outside the lines.Date & Time
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In this webinar, 5 ways growing companies get tripped up by sales tax, you’ll learn how compliance can change when you: • Expand into more states or enter global markets • Sell through ecommerce sites or online marketplaces • Add new products or services • File in multiple states • Seek financing, complete an IPO, or engage in M&A activitiesNo downloads available.
Year-End Preparation and 2022 Business Planning
Out of the Box Technology CEO Denise Loter-Koch will share her wisdom and expertise in this thought provoking webinar sure to get you ready for year-end, and beyond. In this webinar, Denise will walk through her year-end checklist, including review of financial reports, customers and vendors, as well as internal controls like employee evaluation and benefits. Then we will go deep as Denise shares her experiences building business plans that will set you up for success in the coming year. You dot want to miss this opportunity for incredible insight and thought leadership!Date & Time
TUE, DEC 7, 2021
02:00 PM – 03:00 PM ESTNo agenda uploaded.No downloads available.
QuickBooks Online: Run Your Business from Anywhere
Check out the new features in QuickBooks Online!Date: Tuesday Nov. 30th, 2021
Time: 12:00 PM EST (9:00 AM Pacific)No agenda uploaded.No downloads available.
Whas New with QuickBooks Time (formerly TSheets)
We’ll spend this time touring QuickBooks Time, our old favorite time management software known as TSheets, taking a look at time tested functionality as well as great new features! We’ll also break down Premium vs. Elite features within QuickBooks Time. Come ready to see what’s new, what hasn’t changed, and get reacquainted with the best time management software around.Date & Time
TUE, NOV 16, 2021
12:00 PM – 01:00 PM ESTNo agenda uploaded.No downloads available.
Les Evaluate Your Current QuickBooks Situation
Yore using QuickBooks, so now what? Join us for this engaging webinar, where our data migration team will help ensure you are in the best QuickBooks product as well as leveraging the add-ons to meet your specific needs.Date & Time
TUE, NOV 2, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
Whas New in QuickBooks Desktop 2022?
Is that time of year again! Intuit is launching their 2022 installation of the QuickBooks family of products. We are testing out the software and want to share with you the new features, what we love and how QuickBooks Desktop can continue to enhance your business!Date & Time
TUE, OCT 12, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
Qvinci Turnkey Advisor Program
Easily launch and scale an Advisory Practice with the expertise and guidance from Qvinci! Join us for this webinar for an overview of a simple 3-step process to differentiate your firs services.Date & Time
TUE, SEP 14, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
Win with Tech: Mastering the Basics of Sales Tax
Looking to better understand your tax obligations? Trust us, if you feel confused and overwhelmed by the mere mention of sales tax and all that it involves — you’re not alone. Even though most U.S. businesses are required to collect and remit sales tax, few understand all the rules or how to comply with them in an efficient manner.Date & Time
TUE, SEP 21, 2021
12:00 PM – 01:00 PM EDT
In this session, Avalars Matt Hammond will address the most important aspects of sales tax compliance for businesses today, including:
• What is economic nexus and how does it impact your tax obligations across state lines
• How to scale the tax returns process as your business grows
• When you must collect exemption certificates
• Answers to commonly asked questionsNo downloads available.
QuickBooks Online Advanced: A Robust Online Accounting Solution
So yore thinking of switching to QuickBooks Online. Or you have QuickBooks Online, but maybe its time to take things to the next level with QuickBooks Online Advanced. But naturally you have questions. We are here to help! Explore the features of QuickBooks Online Advanced with us to better understand if this version is best for you.Date & Time
TUE, JUN 29, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
QuickBooks Online 101
Switching to QuickBooks Online from another platform can be scary. Mostly because yore stepping out of your comfort zone into the unknown. Join us for this webinar where our QBO experts will introduce you to the interface, explain some key features and walk you through the benefits to migrating to QuickBooks Online.Date & Time
TUE, JUN 22, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
Avalara: More than just sales tax
Is that time of year again! Intuit is launching their 2022 installation of the QuickBooks family of products. We are testing out the software and want to share with you the new features, what we love and how QuickBooks Desktop can continue to enhance your business!Date & Time
TUE, JUN 15, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
Automation and Intelligence for Omnichannel Retailers using QuickBooks
Omnichannel retailers offer a unified customer experience across their physical stores and online channels, bridging the gap between digital and physical environments. Their secret? These savvy sellers constantly tap into ecommerce automation and profitability data to inform their next moves. During this session, wll offer some actionable insights into how you can begin to do this as part of your omnichannel strategy.Date & Time
TUE, MAY 25, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
Get Paid Faster with QuickBooks Payments
Introducing QuickBooks Payments, the easiest way to get paid faster! This is not a new QuickBooks solution by any means, but it does have a relatively new name. Formerly known as “Merchant Services,” this solution has helped many of our clients receive invoice payments faster. The reality is, “Waiting for your money is costing you money,” so why not consider investing in reducing that cost? Plus, that cash you are currently waiting on will be available to you faster!Date & Time
TUE, MAY 11, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
Tax Compliance for eCommerce Sellers
Many businesses are experiencing an increase in online sales and finding now is a good time to reassess their ecommerce solutions. As online sales increase, so may your sales tax obligations, resulting in additional complexities that you shouldn’t overlook. In this webinar, Avalara will share valuable information to help businesses understand important sales tax considerations and determine if you have the right tools in place for remaining compliant as your business evolves.Date & Time
TUE, MAR 16, 2021
12:00 PM – 01:00 PM EDTNo agenda uploaded.No downloads available.
