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Webinars & Events

Upcoming Webinars

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:
TUE, NOV 29, 2022
Time: 12:00 PM – 1:00 PM EDT

 

Register Now

Past Webinars

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

Date:
TUE, NOV 15, 2022
Time: 12:00 PM – 1:00 PM EDT
Watch Now

No agenda is available for this webinar (see description above).

Jamee Dunn

Partnerships at Avalara

Jennifer Darichuk

Event Manager at Out of the Box Technology

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

Date:
TUE, NOV 8, 2022
Time: 12:00 PM – 1:00 PM EDT
Watch Now

No agenda is available for this webinar (see description above).

Diego Villagrana

Out of the Box Technology

Jennifer Darichuk

Event Manager at Out of the Box Technology

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

Date:
TUE, NOV 1, 2022
Time: 12:00 PM – 01:00 PM EDT
Watch Now

No agenda is available for this webinar (see description above).

Jennifer Darichuk

Event Manager at Out of the Box Technology

No downloads available.

What’s New in QuickBooks Desktop 2023

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!

Date & Time

Date: THU, OCT 13, 2022
Time: 01:00 PM – 02:00 PM EDT
Watch Now

No agenda is available for this webinar (see description above).

Jennifer Darichuk

Event Manager at Out of the Box Technology

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

Date: TUE, JUL 26, 2022
Time: 12:00 PM – 01:00 PM EDT
Watch Now

No agenda is available for this webinar (see description above).

Jennifer Darichuk

Event Manager at Out of the Box Technology

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

Date: February 22, 2022
Time: 1:00pm – 2:00pm EST
Watch Now

No agenda is available for this webinar (see description above).

matt hammond avalara

Matthew Hammond

National Sales Manager at Avalara

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

Date: Tue, Dec 14, 2021
Time: 9:00 AM – 10:00 AM PST
Watch Now

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 activities

matt hammond avalara

Matthew Hammond

National Sales Manager at Avalara

No 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 don’t want to miss this opportunity for incredible insight and thought leadership!

Date & Time

TUE, DEC 7, 2021
02:00 PM – 03:00 PM EST

Watch Now

No agenda uploaded.

Denise Loter-Koch

CEO - Out of the Box Technoogy

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)

Watch Now

No agenda uploaded.

Jaqueline Dailey

Out of the Box Technoogy

No downloads available.

What’s 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 EST

Watch Now

No agenda uploaded.

Danny Shank

Practice Development at Intuit

Debbie Phillips

Product Consultant - QuickBooks Time Tracking (TSheets) and Payroll at Intuit Accountants

No downloads available.

Let’s Evaluate Your Current QuickBooks Situation

You’re 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 EDT

Watch Now

No agenda uploaded.

Jonathan Harvey

Vice President of Business Development & Operations

Vicki Borror

Vice President of Data Services

No downloads available.

What’s New in QuickBooks Desktop 2022?

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!

Date & Time

TUE, OCT 12, 2021
12:00 PM – 01:00 PM EDT

Watch Now

No agenda uploaded.

Jonathan Harvey

Vice President of Business Development & Operations

Vicki Borror

Vice President of Data Services

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 firm’s services.

Date & Time

TUE, SEP 14, 2021
12:00 PM – 01:00 PM EDT

Watch Now

No agenda uploaded.

Joeseph Pelletier

Senior Solutions Consultant at Qvinci

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

Watch Now

In this session, Avalara’s 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 questions

matt hammond avalara

Matthew Hammond

National Sales Manager at Avalara

No downloads available.

QuickBooks Online Advanced: A Robust Online Accounting Solution

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.

Date & Time

TUE, JUN 29, 2021
12:00 PM – 01:00 PM EDT

Watch Now

No agenda uploaded.

Kim Anderson

QuickBooks Online Consultant at Out of the Box Technology

No downloads available.

QuickBooks Online 101

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.

Date & Time

TUE, JUN 22, 2021
12:00 PM – 01:00 PM EDT

Watch Now

No agenda uploaded.

Kim Anderson

QuickBooks Online Consultant at Out of the Box Technology

No downloads available.

Avalara: More than just sales tax

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!

Date & Time

TUE, JUN 15, 2021
12:00 PM – 01:00 PM EDT

Watch Now

No agenda uploaded.

Rebecca Brandenburg

Sr Partner Marketing Manager at Avalara

Jamee Dunn

Partnerships at Avalara
matt hammond avalara

Matthew Hammond

National Sales Manager at Avalara

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, we’ll 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 EDT

Watch Now

No agenda uploaded.

Parag Mamnani

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 EDT

Watch Now

No agenda uploaded.

Marvin Safi

QuickBooks Payments Account Manager at Intuit

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 EDT

Watch Now

No agenda uploaded.

matt hammond avalara

Matthew Hammond

National Sales Manager at Avalara

No downloads available.

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