Webinars & Events

Join Out of the Box and discover why accurate bookkeeping is not just about compliance—it’s about empowering your business for sustainable success.

Join Out of the Box as we welcome Intuit’s own Tony Martinez, Channel Account Manager, Partner Channel Sales as he shares with us best practices for understanding and leveraging the most recent updates and additional functionalities to the world’s most powerful cloud accounting platform. Whether you’re new to the QBO ecosystem or a super-user, prepare to walk away with an enhanced skill set and new ideas for financial process optimization.

Join Intuit’s Tony Martinez as he shares with us the latest updates to functionality, reporting features, collaboration tools, and more in the worlds’ leading cloud accounting software. Whether you’re new to QBO or a seasoned user, this session will offer valuable insights to streamline your financial processes, leverage more in-depth reporting, and customizations to meet the evolving needs of your small business.

Join us for an informative webinar, “What’s New in QuickBooks Online” where we’ll explore the latest updates, features, and enhancements in the world’s 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 functionalities. Whether you’re 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.

Join us for an informative webinar, “Reviewing the Latest in QuickBooks Online Updates” where we’ll explore the latest updates, features, and enhancements in the world’s 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 functionalities. Whether you’re 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.

Join us for an informative webinar, “Reviewing the Latest in QuickBooks Online Updates” where we’ll explore the latest updates, features, and enhancements in the world’s 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 functionalities. Whether you’re 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.

Join Out of the Box and Intuit’s John Brakey Campos as he breaks down the ins and outs of QuickBooks Payroll, Intuit’s 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 don’t 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!

In today’s competitive real estate landscape, efficient property management is critical to maximizing returns and maintaining a thriving portfolio. Join us for an insightful webinar, “Maximize Your Property Management Efficiency: The STRATAFOLIO/Out of the Box Partnership,” where we delve into the powerful integration of STRATAFOLIO with QuickBooks, facilitated by Out of the Box.

This session will explore how our partnership enhances your ability to manage complex property portfolios with ease, streamlining operations and improving financial visibility. We will demonstrate the seamless flow of data between STRATAFOLIO and QuickBooks, enabling more accurate reporting, reducing manual errors, and ultimately saving you valuable time.

Whether you’re a seasoned property manager or new to the industry, this webinar will provide actionable insights on how to leverage these tools to drive efficiency and growth in your property management business.

Join Intuit’s own Marvin Safi and George Madenian and learn to master your small business cash flow and get paid 4x faster with QuickBooks Payments! In this interactive webinar, these product experts will walk QuickBooks users through:

• Automation and elevation of your Payments workflows
• Choosing the right features for your business
• Setting up recurring invoices with autopay
• Making smarter financial decisions with an up-to-date view of your cash flow and invoice tracking
• Managing all payment types in one place included cards, ACH, Apple Pay, PayPal, and Venmo
• And much more!

Get ready to scale your business with built-in protection against chargebacks and eliminate manual work with QuickBooks Payments solution!

Join Out of the Box as we welcome Intuit’s own Leah Hartman, Principal Professional Services Consultant, Partner Channel Sales as she shares with us best practices for understanding and leveraging the most recent updates and additional functionalities to the world’s most powerful cloud accounting platform. Whether you’re new to the QBO ecosystem or a super-user, prepare to walk away with an enhanced skill set and new ideas for financial process optimization.

In today’s dynamic business environment, maintaining accurate financial records is more than a regulatory necessity; it is a strategic asset that can drive your company’s profitability and growth. Join Out of the Box seasoned expert Mary Hunter as she delves into the critical role meticulous bookkeeping plays in enhancing your business’s financial health.

This comprehensive session will cover the fundamentals of effective bookkeeping practices, highlight common pitfalls, and demonstrate how leveraging QuickBooks products can streamline your accounting processes. We will explore practical tips for ensuring accuracy in financial records, discuss the integration of technology to minimize errors, and illustrate how precise bookkeeping contributes to better financial decision-making, improved cash flow management, and increased profitability.

Whether you are a small business owner or an accounting professional, this webinar will provide valuable insights and actionable strategies to help you optimize your bookkeeping practices and unlock the full potential of your business. Don’t miss this opportunity to learn from industry leaders and take your financial management skills to the next level.

Join Out of the Box and discover why accurate bookkeeping is not just about compliance—it’s about empowering your business for sustainable success.

Out of the Box has been in the construction space for decades. A common pain point we hear from home builders and remodelers is that there isn’t a job costing function in QuickBooks Online Advanced and, in conjunction with ECI/Dapt, we have developed a solution to this problem! Be the first to see our new comprehensive job costing toolkit designed especially for builders – The Builder’s Job Costing ToolKit!

Join Intuit’s Leah Hartman as she shares with us the latest updates to functionality, reporting features, collaboration tools, and more in the worlds’ leading cloud accounting software. Whether you’re new to QBO or a seasoned user, this session will offer valuable insights to streamline your financial processes, leverage more in-depth reporting, and customizations to meet the evolving needs of your small business.

Join Out of the Box and partner Cin7 in a panel-style discussion with open Q&A to talk about the benefits of transitioning your accounting and inventory processes out of spreadsheets and into a professional tool. When is it time to make the switch? What benefits will you see? What does the process look like? What are some common hurdles encountered during the transition? Get the answers to these questions and more!

Join us for an informative webinar, “What’s New in QuickBooks Online” where we’ll explore the latest updates, features, and enhancements in the world’s 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 functionalities. Whether you’re 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.

Join Out of the Box as we welcome our partner Avalara, the leader in Sales Tax Automation to review the 2024 Tax Changes Report. Hear from Avalara tax expert Jared Clark what changes are being implemented and what this means for your business. The last year has been full of surprising shifts, from increasing inflation and talent shortages to the rise of artificial intelligence. These shifts have all had an impact on tax policy. Learn how changing consumer and technology trends are shaping the future of tax legislation and how it may affect your 2024 tax obligations.

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

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.

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 you’re considering upgrading your bookkeeping software, then this is a can’t-miss opportunity to gain key insights from one of our most sought-after consultants – join us!

Join Out of the Box Technology and Intuit’s John Brakey Campos as he breaks down the ins and outs of QuickBooks Payroll, Intuit’s 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 don’t 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!

It’s 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!

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.

Join us for an exciting and informative webinar, “What’s New in QuickBooks Online” where we’ll explore the latest updates, features, and enhancements in the world’s 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 you’re 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.

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.

Join us for an informative webinar where we dive into the latest updates in sales tax compliance and explore Avalara’s 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.

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!

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.

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 isn’t 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 Builder’s 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. Let’s get started!

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!

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.

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 isn’t 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 Builder’s 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. Let’s get started!

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.

Join us as we discuss how to access and share the data you need to improve your Franchisee’s 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.

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.

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

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.

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!

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!

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.

It’s 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!

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!

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.

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 don’t want to miss this opportunity for incredible insight and thought leadership!

Check out the new features in QuickBooks Online!

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.

It’s 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!

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 firm’s services.

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.

So you’re 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.

Switching to QuickBooks Online from another platform can be scary. Mostly because you’re 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.

It’s 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!

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, we’ll offer some actionable insights into how you can begin to do this as part of your omnichannel strategy.

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!

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.