YouTube Videos

Slides: https://docs.google.com/presentation/d/1DmQZDwTbjGg1XzzJLVADgHf6WaemPhNAm3nyYTFRtCw/edit?usp=sharing

Slides: https://bit.ly/4rlEjvF

Subscribe to the podcast: @TheAccountingPodcast

Doc: https://docs.google.com/document/d/1KTgXJTmrKEk13gO_XXYcX-IoMrOVQuQUSLdVaFXHgdM/edit?tab=t.0 New Website: https://website1.hectorgarciacpa.chatgpt.site To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Slides: https://docs.google.com/presentation/d/1gQn67_H1vLjME9XGd_D3VTX6irIsaSouBU5MvCz6tA0/edit?usp=sharing Come to REFRAME 2026 @ Miami: https://events.reframeaccounting.com

Slides: https://docs.google.com/presentation/d/10-q50HxQQqfYfb5-rQvqgGUUh0k8vZOAyncy4mDrfa4/edit?usp=sharing Timestamps: Timelines: 00:00 Introduction & ChatGPT for Accounting Part 2 04:39 ChatGPT Desktop App Navigation & Setup 12:50 Creating Projects & Connecting Local Folders 15:22 Organizing, OCR & Renaming Receipt Files 22:13 Automatically Categorizing Files into Folders 25:13 Combining & Splitting PDF Documents 30:21 Organizing a Full Tax Document Package 34:26 Creating an Excel Tax Workpaper from Client Documents 44:12 Turning Handwritten Client Notes into a Tax Schedule 55:27 Introduction to Building Apps with ChatGPT & Codex 58:00 Final Q&A & Closing Part 1: https://youtu.be/kDS_qf2x9Ns

Slides: https://docs.google.com/presentation/d/1clpzvAlE6EvonmEQGBGAolZBsWuyELyFtmUeEMKhCsk/edit?usp=sharing The "METAPROMPT": https://docs.google.com/document/d/1M7Lq0PUE4zrEGWJNCbx0mDR1A9tHupg2X0ai5YsOCXI/edit?usp=sharing Timelines: 00:00 Introduction to this topic & Hector Garcia CPA 04:46 ChatGPT basic navigation (what all the buttons do) 22:05 Introduction to Prompting 32:09 METAPROMPTING (Advanced Prompting Framework) 45:58 Live diting a Document created by ChatGPT 49:02 Connecting your Company "Knowledge Base" 56:30 Live Q&A Part 2: https://youtu.be/jLZCGTRhuJs

To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337

Join AI Academy: https://www.hectorgarcia.com/ai Check out the app! https://wwwPlainGL.com

Join us Nov. 5-7, 2026 https://reframeaccounting.com/ Slides: https://docs.google.com/presentation/d/1Kh1yXHRU3oG-klVnPHzMZVi0GbWxvwYo_B5sOj4o6R4/edit?usp=sharing Timeline: 00:00 Intro / About REFRAME 2026 @ Miami 13:20 The Rapid Evolution of AI 17:23 AI Agents, Claude and Connected Tools 24:25 Responding When Clients Ask About AI 28:49 Essential AI Skills for Professionals 34:11 Five Ways Accounting Firms Use AI 41:58 Choosing the Right AI Tools 47:50 Assessing Your Advisory Journey 50:31 The GUIDE Framework for Advisors 56:27 Audience Questions and AI Learning 01:04:14 Learning AI Through Experimentation 01:12:05 Closing Remarks

To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Play with it for free: https://plaingl.com/ "AI Coding Academy" for Accountants: https://www.hectorgarcia.com/ai Open source CODE: https://github.com/hexgarcia/plaingl

https://intuit.canny.io/changelog/more-control-over-your-rules-set-priority-filter-and-see-whats-broken

About Joe Pine: https://strategichorizons.com/ Experience Economy: https://amzn.to/4uRMEr9 Transformation Economy: https://amzn.to/4elw7GR Transformation Toolkit: https://strategichorizons.com/wp-content/uploads/Transformation-Toolkit-Flyer.pdf

Download RightTool for free: https://righttool.app/FREE Note: PRO edition is required for this specific feature shown in this video

Part 2 Webinar with Hector Garcia CPA & Intuit (free) : https://intuit.zoom.us/webinar/register/5117800755063/WN_mCzKC-mCTXaPCCSh3sy4Vg#/registration Part 3 (paid) ADVANCED Reports Course by Hector Garcia CPA ($150): https://hectorgarcia.teachable.com/l/pdp/quickbooks-online-advanced-reporting-course-live-on-june-12th-2026

Slides: https://bit.ly/qbo2026q2

Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/

To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricingstrategy Slides: https://docs.google.com/presentation/d/1Kso_emZd7GBsXNOWce709nEJB7bbtD2KkfAj-FrEpJM/edit?usp=sharing RightTool: https://righttool.app/FREE My Advanced Reports Class: https://hectorgarcia.teachable.com/l/pdp/quickbooks-online-advanced-reporting-course-live-on-june-12th-2026 Timestamps: Adding RightTool Extension 00:00:00 Introduction & Resources 00:09:01 Setting up a new QuickBooks Online Account 00:12:49 Getting aquatinted with the User Interface 00:16:51 Chart of Accounts 00:28:10 Connecting your Bank (or uploading statements) 00:31:15 Categorizing Downloaded Transactions 01:01:32 Entering Transactions Manually 01:23:10 Matching Invoices (Accounts Receivables) 01:29:48 Matching Vendor Bills (Accounts Payable) 01:38:40 Reconciling Bank Statements 01:44:08 Basic Reports 01:52:20 Next Steps

Sign up for my Advanced Reporting Class ($150) on June 12th 12pm EST: https://hectorgarcia.teachable.com/l/pdp/quickbooks-online-advanced-reporting-course-live-on-june-12th-2026 E-mail Hector your questions reports@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Call our office 954-414-1524 to setup a private training/consultation about QuickBooks starting at $475 E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

https://intuit.canny.io/changelog To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/ Slides: https://docs.google.com/presentation/d/1v5kD6qNiS9qWTEUq2oZ6cO9Ls6HNhIUyDYZux97H9Rg/edit?usp=sharing

To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Call our office 954-414-1524 to setup a private training/consultation about QuickBooks starting with my team, at $475 E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Slides: https://docs.google.com/presentation/d/1aRHWGhjqBEMuy92naSVb7pI6ZKBpUBPF7tP6NWFWcz0/edit?usp=sharing REFRAME NYC EVENT: https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 REFRAME MIAMI EVENT: https://events.reframeaccounting.com/ Timeline 00:00 Session Overview 03:12 New York City Event - June 4-5 (Superfan Pricing) 07:36 Reframe 2026 Miami - Early Bird Ends April 30 08:34 New Format: Tech Day + Advisory Engagement Awards 10:19 Thank You to Intuit, Worthy, and Our Partners 11:53 THEME 1 — Can AI Do Our Work? 12:00 Poll: Rate AI on Tax Returns (1-10) 12:55 My 95% Accurate Tax Return Test 14:17 Is It Safe? Personal vs. Enterprise Accounts 15:40 Bookkeeping Is Harder Than Tax 16:26 Poll: Rate AI on Bookkeeping (1-10) 17:50 Whose Standards Actually Matter? 19:30 Intuit Intelligence + Human Experts Announcement 22:30 What Is My Role Now? (The Question) 25:48 THEME 2 — Compliance vs. Advisory 26:15 Chat Responses: The New Role 29:32 David Leary's Insight: AI Will Do Advisory Well 31:11 Speed vs. Direction 32:44 Reliable Advisory vs. Innovative Advisory 26:41 THEME 3 — Accountants Are the New Designers 28:27 The One-Liner That Nailed It 32:44 Who Sets the Direction? The Designer 33:34 First Principles Thinking (Aristotle) 34:29 AI Has No Desire 36:37 Carlos on Life Milestones & Human Wisdom 38:08 How Do I Get Started? Philosophy & Design 39:59 Why AI Companies Are Hiring Philosophers 40:49 THEME 4 — Coworking With AI 40:49 Intuit's 5 Million Business Data Advantage 42:29 The Next Generation Will Accept the AI Summary 44:17 Repositioning Before Intuit Repositions Us 45:08 Carlos on Dot-Com & Online Dating Fatigue & Chat Comments 55:18 Claude Designer (Released Today) 59:27 Help Your Clients Become Designers / Co-Design with them

Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/ [LINKS] Opus 4.7: https://www.anthropic.com/news/claude-opus-4-7 Finance Agent Benchmark: https://www.vals.ai/benchmarks/finance_agent Jason's Video: https://youtu.be/5DevfwAfVpA Jason's Sample Tax Docs: https://drive.google.com/drive/folders/1iD1EJwtEknODYewvDTVGh-scRu7XDea2 Resulting Spreadsheet (1040): https://docs.google.com/spreadsheets/d/1pOmmvkdq6X4RIXEosybrL1b_0LMTOw65/edit?usp=sharing&ouid=103173860680213507168&rtpof=true&sd=true Return Summary: https://docs.google.com/spreadsheets/d/1cyJmJeB7MGlURyZGGzrXjQ4OUKpcOxvr/edit?usp=sharing&ouid=103173860680213507168&rtpof=true&sd=true

Feedback email for me : QBOREPORTS@qbkaccounting.com [LINKS] Firm of Future: https://www.firmofthefuture.com/product-update/april-2026-mpu/ https://www.anthropic.com/news/claude-opus-4-7 REFRAME 2026 in Miami: https://reframeaccounting.com/ REFRAMExNYC: https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Get RightTool: https://righttool.app/ My Quarterly Webinars: https://bit.ly/4dNbtj3 Canny Feedback: https://intuit.canny.io/modernized-reports-beta Timeline: 00:00 Intro 00:25 Claude Opus 4.7 UPDATE! 04:04 Firm of The Future April 2026 Article 12:58 Events I teach in... 14:57 QBO Modern Reports DEEP DIVE 56:35 How to Give Intuit Feedback on Reports 59:28 Outro

Join Chad's AI/Automation community: https://automationtown.io/ Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/

Download my FREE RightTool Extension: https://chromewebstore.google.com/detail/righttool-for-quickbooks/ocgmjfcfjilnmobeocoklcbpcanilpjd

Skills.MD file: https://drive.google.com/file/d/1WDO60C_QxRSsQK7LZ_FJMhR9dFXpDGNV/view?usp=sharing Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/

Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/ Original video: https://youtu.be/ckqtNueWNv4 Remix link: https://claude.ai/public/artifacts/288f308d-85e3-45a5-b267-0d7f119a9a58 Download Training Bank Statements: https://drive.google.com/file/d/1qE6BcsLMb4E6sQ4LKUNcMmjWQGPV-qiw/view?usp=drive_link Jason Staats Video: https://youtu.be/5DevfwAfVpA

Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/ Slides: https://bit.ly/claudecpaacademy Time Stamps 00:00 Introduction - ChatGPT vs Claude – Honest Comparison 01:59 AI Landscape Overview (Claude, ChatGPT, Gemini, Copilot) 05:27 Free Training Data & Why It Matters 08:26 Claude Ecosystem (Web vs Desktop vs Cowork) 12:23 Why Claude Feels More Powerful (Today) 13:54 Computer Control: AI Using Your Machine (why Mac is better) 18:04 Demo: Automating Work Inside QuickBooks 27:29 Demo: Matching Bank Statements to Receipts 33:09 Demo: Splitting & Renaming PDFs Automatically 39:41 Demo: Building a P&L from Raw Data 46:06 How AI Changes the Role of Accountants 51:29 Claude Skills & Automation Marketplace 52:36 Pricing & Final Thoughts

Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/ To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Call our office 954-414-1524 to setup a private training/consultation about QuickBooks starting at $750 E-mail Hector your questions hector@garciacpa.com

Introduction to XERO (vs. QuickBooks Online) with Jamie Trull CPA Timestamps: 00:00 Intro & About Jamie 03:12 QuickBooks vs. Xero (High Level) 28:26 XERO Banking & Chart of Accounts 56:50 XERO Reports 59:16 XERO Advanced Analytics 01:08:02 XERO Accountant Tools 01:14:05 Live Q&A with Jamie Trull, CPA Setup a XERO account for 95% off for 6 months - Jamie's Affiliate Link: https://jamietrull.com/xero95 If you are an accounting pro, try the PARTNER PROGRAM (Jamie's Link): https://jamietrull.com/xeropartner

Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/ Slides: https://bit.ly/chatgpt101_2026q1 Timestamps 00:00 Introduction 02:52 Top AI Tools 07:05 Recommended Content on CLAUDE 10:40 Keeping up with ChatGPT / Pricing 16:25 Deep Dive Demo 45:58 Canvas Mode 52:01 Group Chat Mode

Step 1) Get the extension: https://righttool.app/FREE Step 2) Create FREE account: https://righttoolpro.com/Identity/Register Step 3) Watch Certification Training: https://bit.ly/RTcertification Step 4) Login to take exams: https://righttoolpro.com/Identity/Login Certification Instructions: https://righttoolpro.com/Home/GetCertified

Slides: https://bit.ly/qbo2026q1 00:00 Introduction & Agenda 03:26 Intuit News 07:04 Events that I will be attending 12:33 Recent Videos I recommend 14:07 RightTool's New Features (QBO Add-on) 29:13 Guest: Michael Hitchcock - What @intuit is working on 35:40 Intuit Intelligence DEMO 43:38 More New Features Coming... 54:11 intuit.Canny.io Feedback Board 01:04:09 Intuit Accountant Suite (Pricing/Options Summary) 01:06:11 New Keyboard Shortcuts in QuickBooks Online 01:23:28 Save DRAFTS in Transactions 01:26:48 "Context Training the Banking AI" page 01:28:11 Bank Feeds Columns Customization 01:35:44 Intuit Intelligence $10/M for +100 Prompts 01:35:06 In-House Accountant Role to UNDO Reconciliation 01:38:58 Calculated Fields (QuickBooks Online ADVANCED) 01:49:30 NEW Management Reports (QuickBooks Online ADVANCED) 01:55:53 Intuit Enterprise Suite NEW FEATURES (Q1 2026 Release)

Get RightTool: https://righttool.app/FREE Timestamps: 00:00 Why this matters 00:56 Merging duplicate vendors one by one 03:32 Merge multiple vendors in batch (using RightTool PRO) To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Get RightTool: https://righttool.app/FREE Timestamps: 00:00 Introduction 00:29 Search Accounts 01:20 Speed Performance Upgrade 02:11 Scrolling Improvement 03:06 Fixed Action Column 03:54 Customizable Columns 06:35 Warn if Missing Vendor 08:51 Improved Row Visibility 11:05 In-line Attachments 12:34 About RightTool (Intro) 14:44 New Transactions Button (RightTool) 15:20 Last Reconciled Date (RightTool) 16:38 Additional Payee Info (RightTool) 17:29 Google Memo & Perplexity (RightTool) 18:49 Quick Create Vendor (RightTool) 20:43 Payee History (RightTool) 23:42 Enhanced Rule Creation Workflow (RightTool) 27:03 See NET Amount in Batching (RightTool)

Try the app: https://claude.ai/public/artifacts/eed60625-e994-404b-884e-360c72931ed7 Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/

Get started: https://proadvisoracademy.app.intuit.com/home Register for my course: https://hectorgarcia.teachable.com/l/pdp/intuitenterprisesuite Use coupon EARLYBIRD500 before 04/20/2026 to get 50% off Course launches on 04/20/2026 My Badge: https://www.credly.com/badges/829e10b1-23c2-4d0b-a8fa-63648e47f0ec

Sing up for REFRAME 2026 event waiting list: https://bit.ly/REFRAME2026 Slides: https://bit.ly/3LVYtfD Advisory Playbook (Summarized from this Webinar) https://bit.ly/4rz2RjB Timestamps: 00:00:00 Intro and Table of Contents 00:03:56 About REFRAME: Innovative Advisory (Nov 2026) 00:20:16 Proactive Advice vs. Unsolicited Advice 00:26:48 8 Tips to Turn Engagement into Proactive Consulting Work (Intro) 00:34:11 Tip #1 Set The Stage Early 00:38:59 Tip #2 Anchor Advice to Context 00:42:49 Tip #3 Avoid Uninvited Input 00:54:21 Tip #4 Shift the Perception of Value 00:59:00 Tip #5 Invite Collaboration to avoid perception of "pitching" 01:00:10 Tip #6 Frame the classic "People vs. Process problem" approach 01:03:23 Tip #7 Position "Work-Life Balance" Advisory Wisely 01:05:13 Tip #8 Escaping the Hourly Trap 01:09:38 When you must refer "advisory" outside your firm 01:14:01 Preview: REFRAME 2026 Custom Portal This webinar breaks down the eight strategies accounting professionals need to move from operational engagements into proactive consulting work without triggering client resistance or sounding like unsolicited advice. We start with the real reason most accountants never make the transition. It is not lack of skill or opportunity. It is three specific fears: the "if it ain't broke don't fix it" mindset that keeps you quiet when you see problems the client never asked about, the fear of opening a can of worms that expands your workload and your liability, and the fear of pointing out something you don't actually know how to fix. Carlos also raises the deeper issue that your entire professional training, every CPE course and licensing requirement, has conditioned you to avoid exactly the kind of risk that advisory requires. From there we walk through the eight strategies with specific language you can use in real conversations. Setting the stage early so the advisory conversation doesn't feel like a bait-and-switch. This means updating your website, your engagement letters, your onboarding language, and giving clients months of lead time before you ever pitch an advisory engagement. Anchoring advice to context so nothing you say feels random. You build a library of client conversations, goals, and concerns over time, and when an insight surfaces in the numbers, you tie it directly back to something the client already told you mattered. We talk about using the phrase "because you said X, I'm suggesting Y" as a framing tool. Avoiding uninvited input by leading with "would it be helpful if" instead of jumping straight to conclusions. Carlos breaks down the Phil Jones principle that when the client says it, it must be true, but when you say it, it might not. We dig into how asking the right question can plant a seed that changes a client's behavior without them ever feeling like you told them what to do. Shifting the perception of value, including the bold move of making bookkeeping and tax returns free and only charging for advisory. We cover why taking risk as an advisor is the only way to break the hourly comparison trap, and how to handle the AI conversation when clients ask why things shouldn't be cheaper now. Inviting collaboration instead of pitching so the client feels like a partner in solving the problem rather than a target for a proposal. The people vs. process vs. leadership diagnostic framework for breaking down any business problem a client brings to you, and why calling something a leadership problem is simultaneously the most valuable and the most dangerous move you can make as an advisor. Positioning work-life balance carefully so you don't accidentally insult a client's choices while trying to help them build a business that doesn't require their presence every hour. And escaping the hourly trap with a live exercise where we time how long it takes to say the best advice you've ever received, then unpack why the value of that advice had nothing to do with the seconds it took to deliver it. We also cover how to handle referrals when a client needs expertise outside your scope without putting your reputation on the line, including how to vet referral partners, how to arm your client with the right questions, and two different risk models for managing the relationship. This is part of the REFRAME webinar series for accounting professionals who are ready to stop being the $750 bookkeeper and start being the advisor their clients actually need.

HIRE ME FOR CONSULTING: hector@garciacpa.com https://quickbooks.intuit.com/solopreneur

Part 1: Customer Dropdown Too Small https://youtu.be/Fzz5LWqQMkU?si=AROvWKtPdypS-K51 Get RightTool: https://righttool.app/

HIRE ME FOR PRIVATE CONSULTING: hector@garciacpa.com Previous Video "QuickBooks Inside ChatGPT": https://youtu.be/b5e3IVfCOn4

Next video: "ChatGPT" inside QuickBooks : https://youtu.be/Ed9tsOUkJ84

Sign up for REFRAME 2026 Waitlist: https://bit.ly/REFRAME2026

Intuit is switching from QuickBooks Online Accountant to "Intuit Accountant Suite) and it brought some confusion, this video should clarify! Timestamps: 00:00 Introduction 00:38 The Old QBOA 01:04 Upgrading to Intuit Accountant Suite 02:30 Basic Navigation in IAS 10:09 Work/Projects for Accountants 11:48 IAS Accelerate with Client Insights 20:00 Books Close Add-on 35:36 Closing The Books (different thing)

Download Claude for Desktop (I used Mac): https://code.claude.com/docs/en/desktop

Slides: https://bit.ly/chatgpt2026 Timestamps: 00:00:00 Intro 00:00:47 Table of Contents & About Hector 00:03:45 ChatGPT & AI News 00:07:32 AI Tools (or Tools with AI) that i like 00:26:06 ChatGPT Context (History & Memory) 00:37:08 Using Canvas in ChatGPT (Collaborative Writing)  00:45:06 ChatGPT Agent Mode & ChatGPT Atlas (takes over your browser) 00:52:13 Outro