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PODCAST

Workshop Wednesdays

Dan DeLong and Rachel Dauchy

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. It"s casual conversations for serious workflows! Watch the Live Stream on our YouTube Channel, Facebook Page or on our website at https://www.schoolofbookkeeping.com/workshop-wednesday. Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

business tech news

All Episodes

44:05

Converting Payroll into QB Online from Desktop

Workshop Wednesdays ·

2025/07/23

Converting Payroll from desktop to QB Online is a hit or miss. Dan and Rachel discuss best practices on sending payroll data over to QBO during initial conversion for best results. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://snip.ly/WSWEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP referral link: https://snip.ly/GetQBOBOGO: Get QBO Advanced

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50:50

Sales Form Customization Why doesn’t QBO have a...

Workshop Wednesdays ·

2025/07/16

Your invoices are your brand. They are one of the first things that your customers see. Making them professional and aligned with your brand in QB Online is.....Limiting. Yousif will join us to show how Method CRM can turn QBO into the Layout Designer we know and love from desktop. Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTNBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more

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47:12

Intuit Assist and AI Agents in QuickBooks Online

Workshop Wednesdays ·

2025/07/09

Rachel and Dan discuss the Pricing Increase which, in part, is due to the launch of Intuit's AI Assist Agents throughout its ecosystem. We will breakdown which versions have what Agents, what they do and where adult supervision is necessary. "Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://snip.ly/WSWEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO

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40:37

New QBO User Interface Testing

Workshop Wednesdays ·

2025/07/01

If there's anything Accounting Pros like, it's change (NOT) Intuit has been rolling out a combined new shiny user interface, and they are A/B/C Testing it out. What does that mean for your clients, and more importantly...you as accounting professional.Turn on screen reader support Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTNBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more

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42:38

Emailing out of QuickBooks Online - Options and Limits

Workshop Wednesdays ·

2025/06/11

Did you know that there is a limit to the number of emails you can send out of QuickBooks? Did you know you could send emails from your google outbox? Rachel and Dan are going to discuss these options on our next workshop! Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTNBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle Brought to

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40:45

QB Payments Enhancements - Tap to Pay and Recurring...

Workshop Wednesdays ·

2025/06/04

Join Rachel and Dan as we discuss updates to QB Payments features including Mobile Tap to Pay and Recurring Invoices Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTNBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Introduction and

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43:32

Discounts and Price Levels and Sales (OH MY) Advanced...

Workshop Wednesdays ·

2025/05/21

Price Levels and Price rules are an important part of customer relations. Some of the desktop options might not transfer over, or not exist at all. Rachel and Dan will discuss the pricing options in QuickBooks and we wil be joined by Yousif Hakim, a Method customization specialist, to chat about ways to augment custom pricing with Method CRM.Learn about Method -https://snip.ly/Method Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP when you sign up with

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49:21

Clearing out Billable Expenses [5.14.25]

Workshop Wednesdays ·

2025/05/15

When you convert from desktop, one of the things you might need to address is a large amount of unbilled expenses that never was corrected in Desktop. Rachel and Dan will be joined by Shanna Quinn from East Orlando Bookkeeping to chat about the various ways to clean this up using a hidden tool in QBO or Saasant transaction to edit in bulk. Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTNBOGO: Get

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35:19

Why QuickBooks Client Access Is Easier Than You Think...

Workshop Wednesdays ·

2025/05/09

Rachel and Dan will chat about the various ways to support your clients by accessing their QuickBooks file in both Online and Desktop. We will be joined by our friends at QBox. Learn About QBox: https://snip.ly/SOBQBoxWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesdayEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30%

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43:01

"Settle" the Score: Unified Tools for AP, Funding,...

Workshop Wednesdays ·

2025/04/30

Ready to take control of your accounts payable, funding, and inventory? 🚀 Join Rachel and Dan to ""settle the score"" with inefficiencies and chaos. Michael O'Rourke from Settle joins us to discover unified tools that streamline workflows, optimize cash flow, and simplify inventory management—all in one platform.Learn More about Settle: https://app.settle.co/a/schoolofbookkeepingcom Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and

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40:47

No More Tags: Replacing Tags with Custom Fields in QBO

Workshop Wednesdays ·

2025/04/16

Rachel and Dan discuss the Tags feature that is being discontinued and what you need to do to migrate them to custom fields.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesdayEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTNBOGO: Get QBO Advanced

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49:16

The Nuances of Inventory Tracking in QuickBooks Online

Workshop Wednesdays ·

2025/04/09

Rachel and Dan discuss the nuances of inventory tracking and how to turning off Inventory once it's been used.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 00:00 Introduction and Workshop

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48:03

Updates to QuickBooks Desktop Migration

Workshop Wednesdays ·

2025/04/02

Rachel and Dan will recap the process of moving QuickBooks Desktop Data to QuickBooks Online. We will discuss best practices and resources when it doesn't go as planned.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Brought to you by http://www.schoolofbookkeeping.com -

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38:35

Audit Log Updates

Workshop Wednesdays ·

2025/03/26

Keeping track of what you or your client's did in QuickBooks is easily handled in the Audit Log. Rachel and Dan will cover the latest updates and change in the Audit LogWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Brought to you by http://www.schoolofbookkeeping.com -

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55:24

Shopify and Amazon Commerce Connector

Workshop Wednesdays ·

2025/03/19

Dan and Rachel take a closer look at the Shopify, eBay, and Amazon connections in QBO and discuss their pros and cons.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesdayEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEGet 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN Brought to you by

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37:03

Recording Daily Sales Best Practices in QuickBooks

Workshop Wednesdays ·

2025/03/12

Some types of businesses don't need every sale posted into QuickBooks. Sometimes the Point of Sale systems don't integrate properly into QuickBooks. Enter a Daily Sales Summary. Rachel and Dan discuss some best practices when creating a daily sales summary in QuickBooks OnlineWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE

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36:41

FreshBooks or QuickBooks? Battle of the ‘Books’

Workshop Wednesdays ·

2025/02/26

Kate Josephine Johnson joins the workshop to discuss another option to QuickBooks for that might be a better fit for certain types of businesses. We'll discuss the 50,000 foot view comparison between Freshbooks and QuickBooks OnlineWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE at Earmark for the workshop at:

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37:17

The Double-Sided Coin: Is the Grass Greener with...

Workshop Wednesdays ·

2025/02/19

Dan and Matthew discuss the position Accounting Professionals are put in as Intuit continues to evolve the ProAdvsior program and incorporate its own service offerings.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Brought to you by http://www.schoolofbookkeeping.com -

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50:06

Intuit Login Best Practices: Logins, Emails, and MFAs...

Workshop Wednesdays ·

2025/02/12

Rachel and Dan will be discussing the subtle nuances of managing your Intuit Login. Join us for a insightful discussion of making sense of logins at Intuit.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Brought to you by http://www.schoolofbookkeeping.com - Keep

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51:08

Bank Feed Enhancements Statement Fetching And Other...

Workshop Wednesdays ·

2025/02/05

Rachel and Dan discuss bank statement fetching and other bank feed enhancements on QuickBooks online. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Brought to you by http://www.schoolofbookkeeping.com - Keep Learning00:00 Introduction and Earning CPE Credit02:02 Welcome

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149 results

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