Bridging the Apps

QB Power Hour Podcast

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/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
00:00 Introduction and Welcome
00:21 Meet the Hosts
02:48 Overview of QB Power Hour
04:37 Today's Agenda: Zapier and QuickBooks Integration
05:06 Why Zapier?
07:17 Understanding Zapier Integrations
07:54 Poll Question: Familiarity with Zapier
15:08 Zapier Pricing and Task Accounting
20:27 Triggers and Actions in Zapier
21:35 Types of Triggers and Their Limitations
26:43 Action Steps and Field Types in Zapier
31:01 Advanced Features in Zapier
31:37 Understanding Zapier Icons
31:55 Integrating Zapier with QuickBooks Online
32:28 Setting Up Triggers and Actions in QuickBooks
37:02 Maintaining and Troubleshooting Zaps
41:00 Simple Zap Examples
46:20 Intermediate Zap Examples
51:31 Advanced Zap Examples
54:28 Exploring Zapier's App Directory
01:00:29 Conclusion and Future Topics