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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

50:30

Transform your Accounting Firm with AI

Workshop Wednesdays ·

2025/01/29

Ted McRae from MakersHub joins us at the workshop to discuss leveraging AI to provide value added services to your clients. 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 New

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51:56

Feature Comparison - QB Enterprise with Katana -...

Workshop Wednesdays ·

2025/01/22

New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which ones don't.This session will be focused on the workflows of making finished goods. CPE Credit through

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36:57

Drawing the Line: Aligning QBO with a Tax Return

Workshop Wednesdays ·

2025/01/15

Join Rachel and Dan as they delve into the art of aligning two sets of books using a Trial Balance Template. In this insightful session, you'll learn how to make adjustment transactions that effectively draw a line between your financial records, ensuring accuracy and consistency. Whether you're a seasoned bookkeeper or just starting out, this tutorial will provide you with the essential skills needed to master the intricacies of financial reconciliation.You can download the template here

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38:30

Smooth Transition: Best Practices for Cloud-Based...

Workshop Wednesdays ·

2025/01/09

In our continuing series of Enterprise to QuickBooks Online when Inventory is concerned, the journey to QuickBooks Online is easier said than done. Matt Sullivan from A Better Experience (ABX) joins us to discuss some best practices and real world use cases of making that journey as streamlined as possible.Learn More About Katana Here - https://psref.katanamrp.com/SOBWorkshop Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business

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35:19

Email Avalanche No More! - Your Essential Toolbox for...

Workshop Wednesdays ·

2024/12/19

E-mails are a time suck!! Emails get lost, fall through the cracks and take a lot of time and effort to respond to. With the magic of AI there is a new tool that will allow you to make quick work of your Inbox. Dan and Rachel talk about this tool - Fyxer Sign up for a free trial and get an extended trial here: https://fyxer.ai?r=dan26&src=REFERRAL&location=DASHBOARD Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners

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42:38

Inventory considerations when Migrating to QuickBooks...

Workshop Wednesdays ·

2024/12/17

Rachel and Dan will be discussing what happens to Inventory when migrating from QuickBooks Desktop to QuickBooks Online. We discuss the nuances and talk about some best practices. 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 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 00:00 Introduction and Casual

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41:52

Navigating the Subtle Nuances of Accounts Receivable...

Workshop Wednesdays ·

2024/12/16

Rachel and Dan will be discussing the unique Nuances of the Accounts Receivable account type in 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 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 00:00 Introduction and Holiday Greetings 01:31 Workshop Wednesday CPE Credit Announcement 03:16

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40:20

Adding Method to the Madness

Workshop Wednesdays ·

2024/11/20

Dan discusses a recent desktop conversion issue that was about to go south unless he found a solution. Enter Method CRM, Shane Li and team helped create the customizations needed without disrupting the apple cart in QBO.Start a Free Trial with Method Here - https://method.me/refer?referid=9FeLBnSGimpMYcMgqCntLw%3d%3d Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at:

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33:33

QB Enterprise vs. Katana - Warehouse Management...

Workshop Wednesdays ·

2024/11/15

New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which workflows might be better suited for a could based solution.Learn More About Katana Here -

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46:32

MakersHub New Features - PO Matching

Workshop Wednesdays ·

2024/11/07

Rachel and Dan will be joined by our friends at MakersHub to discuss their newest enhancement to their platform - PO Matching. Join us as we casually discuss the serious workflow improvement. Learn More About MakersHub Here - https://www.qbpowerhour.com/makershub 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 Brought to you by

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45:24

Advanced Inventory Workflows with Katana - FIFO and...

Workshop Wednesdays ·

2024/10/24

New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which workflows might be better suited for a could based solution.Learn More About Katana Here -

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43:57

Advanced Inventory Workflows with Katana - Item...

Workshop Wednesdays ·

2024/10/09

New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which workflows might be better suited for a could based solution. Learn More About Katana Here -

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59:00

What is Intuit Enterprise Suite

Workshop Wednesdays ·

2024/10/02

Join Rachel and Dan this Wednesday as we take a careful look into the Intuit Enterprise Suite, a tool that could potentially transform your business operations. Whether you're a small business owner or an accountant, understanding the suite's capabilities is crucial for streamlining your bookkeeping and financial management processes.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at:

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53:32

Advanced Inventory Workflows with Katana - Multiple...

Workshop Wednesdays ·

2024/09/25

New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which workflows might be better suited for a could based solution. Learn More About Katana Here -

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33:15

Printing Shipping Labels directly in QuickBooks Online

Workshop Wednesdays ·

2024/09/11

Join us this Wednesday for an informative workshop hosted by Dan DeLong and Rachel Dauchy, where we'll dive deep into the shipping label feature in QuickBooks Online. Whether you're an accounting professional or a small business owner, this session will equip you with the knowledge to streamline your shipping processes and enhance your business efficiency. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the

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31:35

What's New? Inventory Turnover Reports in QuickBooks...

Workshop Wednesdays ·

2024/09/04

Rachel and Dan will be discussing some new features in QuickBooks Desktop including the Inventory Turnover report.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 BOGO - Buy QBO Advanced and get Schoolofbookkeeping included!! Learn more here https://www.schoolofbookkeeping.com/bundle Take advantage of 30% off the QBO MSRP when you

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40:18

Using Spreadsheet Sync to Make Bulk Edits in...

Workshop Wednesdays ·

2024/08/29

In this Workshop Wednesday session, hosted by Dan DeLong and Rachel Dauchy, attendees are guided through the usage of Spreadsheet Sync, a powerful tool integrated within QuickBooks Online Advanced. The session aims to streamline bulk editing processes, particularly for list elements and transactions within QuickBooks Online, focusing on a practical use case for inventory management.Key Topics Covered: 1.Introduction: Dan introduces the session, emphasizing the benefits of using the

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46:26

Handling Fixed Assets in All versions of QuickBooks...

Workshop Wednesdays ·

2024/08/08

Rachel and Dan will be joined by Ash Beetson from nettTracker to demonstrate how to manage Fixed Assets and more with this powerful and robust Accounting tool!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 Use Promo Code SCHOOL2024 to get access to nettTracker for a full 90 days at https://www.nett-tracker.com BOGO - Buy QBO

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38:59

Handling Fixed Assets in QBO Advanced

Workshop Wednesdays ·

2024/07/26

Rachel and Dan will discuss Handling and Depreciating Fixed Assets in QBO Advanced.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 BOGO - Buy QBO Advanced and get Schoolofbookkeeping Elite included!! Learn more here https://www.schoolofbookkeeping.com/bundle Take advantage of 30% off the QBO MSRP when you sign up through us today

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17:48

Handling PayPal with Multi-Currency Demonstration

Workshop Wednesdays ·

2024/07/18

Rachel and Dan will demonstrate the Multi-currency nuances with Online sales channels and how PayPal can play a factor on that in 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 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 0:00 Introduction and Workshop Overview 00:32 Challenges with PayPal

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149 results

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