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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

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All Episodes

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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32:05

Handling PayPal with Multicurrency

Workshop Wednesdays ·

2024/07/11

Rachel and Dan will discuss 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 00:00 Introduction and Casual Setup 01:45 Meet Ozzy: The New Puppy 02:17

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56:00

Using Bookkeep to Handle PayPal and QuickBooks Online

Workshop Wednesdays ·

2024/06/27

Rachel and Dan will welcome Jason Richelson, Founder of Bookkeep to show how utilizing Bookkeep to integrate PayPal into QuickBooks Online can streamline this process.Schoolofbookkeeping and our friends and Complete Business Group have teamed up with Bookkeep. Learn More about Bookkeep and create your free Bookkeep Accountant Dashboard here: https://www.bookkeep.com/partners/complete-business-group/ Workshop Wednesdays are a free live discussion about topics affecting Accountants,

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56:19

Reconciling PayPal Demonstration

Workshop Wednesdays ·

2024/06/14

Rachel and Dan will discuss some best practices and workflows when reconciling PayPal accounts. Rachel will demonstrate actually reconciling the PayPall account. 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 Technical Glitches 01:11

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47:06

PayTraQer Overview and QuickBook Pricing Updates

Workshop Wednesdays ·

2024/06/14

Rachel and Dan will discuss this option to bring in transactions into QuickBooks Online from Square, Stripe, PayPal and CloverWorkshop 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 Greetings 00:23 Baseball Season and Personal Updates 00:54 Challenges

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48:32

Reconciling PayPal - Best Practices

Workshop Wednesdays ·

2024/05/30

Rachel and Dan will discuss some best practices and workflows when reconciling PayPal accounts.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 Conversation 01:06 Challenges of Reconciling PayPal 02:13 Importance of Accepting Multiple

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48:51

New Invoice Experience in QuickBooks Online

Workshop Wednesdays ·

2024/05/16

#sarcasm Yay!! There's a new Invoicing experience in QuickBooks Online!! This new "experience comes with som new features, but takes away some existing functionality. Rachel and Dan unpack what you can, and now what you can't do so you can get experienced in this new experience.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

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41:46

Unapplied Cash Payment - Fundamental Truth

Workshop Wednesdays ·

2024/05/10

Many times Unapplied cash payment is questionsed and never answered. Rachel and Dan will discuss this account, how it got there, and what you can do to remedy it. 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

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22:24

QBO Mobile App - Entering Expenses

Workshop Wednesdays ·

2024/05/01

When you have Quickbooks Online, the free QBO Mobile App adds another layer of functionality when working inside of QuickBooks allowing you to do your task and have your Quickbooks Updated properly.We will discuss the expense tracking possible in the App 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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45:46

QB Live Assisted Announcement

Workshop Wednesdays ·

2024/04/25

Rachel and Dan discuss the recent announcement on QB Live Assisted offering and what it could mean to the accounting profession.

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21:30

QBO Mobile App - Ringing Up Sales

Workshop Wednesdays ·

2024/04/10

When you have Quickbooks Online, the free QBO Mobile App adds another layer of functionality when working inside of QuickBooks allowing you to do your task and have your Quickbooks Updated properly. We will discuss the Sales Options possible in the App.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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36:24

QBO Mobile App - Overview and PCI Compliance

Workshop Wednesdays ·

2024/04/04

When you have Quickbooks Online, the free QBO Mobile App adds another layer of functionality when working inside of QuickBooks allowing you to do your task and have your Quickbooks Updated properly. We will also discuss what PCI Compliance is and why it's important.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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34:38

GoPayment Mobile App

Workshop Wednesdays ·

2024/03/28

GoPayment is a Payment processing mobile application that needs a little explaining. We will talk about the ideal use case for it and what you can do with itWorkshop 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

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34:33

Getting Shopify Fees into QuickBooks Online

Workshop Wednesdays ·

2024/03/19

No one cares about properly accounting for Shopify fees into QuickBooks, especially Shopify. Getting Shopify fees is something that is severely overlooked by third party integrations. We'll be discussing how these fees can be automatically split to the right categories.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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0:27

Quickbooks Ledger Overview

Workshop Wednesdays ·

2024/02/28

Taking a Look at the newest offering in the QuickBooks Lineup - QuickBooks Ledger. What's its purpose, how do you sign up for it? What can you do in it?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-wednesdayBrought to you by http://www.schoolofbookkeeping.com - Keep Learning

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22:43

What's New in QuickBooks 2024 and 2021 Service...

Workshop Wednesdays ·

2024/02/22

Taking a Look at the QuickBooks Desktop 2024 and we will discuss Service Discontinuation for 2021Workshop 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

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20:55

Helping Janice from Just Right Bookkeeping Solve a...

Workshop Wednesdays ·

2024/02/15

Janice Barsalou from Just Right Bookkeeping had a mystery in her QuickBooks Online for a client and Dan helped her get to the bottom of it. Now her and her client are happy!! QuickAnswers is a great way to spend less time dealing with "support" and get you back on your way. You can get a 24 hour Day Pass to try it out. Learn more athttps://www.schoolofbookkeeping.com/QuickAnswers

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38:08

Taking Customer Prepayments in QuickBooks '24

Workshop Wednesdays ·

2024/02/08

Handling an up-front payment is FINALLY a feature in QuickBooks Desktop Taking a Customer Deposit is a very sought after function that has been repeatedly asked for, but never found its way into QuickBooks....until now! Carrie and Dan discuss and look into this new feature. 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

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30:41

Migrating QBPOS to Lightspeed - Wrapping Up and End...

Workshop Wednesdays ·

2024/02/02

QuickBooks Point of Sale has been discontinued. There are multiple replacements out there. We’ll be joined by our friends at Lightspeed in this series to illustrate how workflows and tasks are handled in Lightspeed to help you familiarize yourself with similarities and differences between the two platforms This week we will be discussing wrapping up the Migration Workshops with a discussion about the End of Day and the QuickBooks Integration Learn More about Lightspeed POS and get an

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