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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

51:06

Job Costing Series Part 7: Controls, Workflow, and...

Workshop Wednesdays ·

2025/12/17

Streamline workflows and controls! Dan and Shanna explore approvals, automation, and best practices for keeping job costing clean and audit-ready in QBO. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CGEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here:

en

48:02

Job Costing Series Part 6: Reporting That Drives...

Workshop Wednesdays ·

2025/12/10

Unlock project reporting in QBO! Dan and Shanna demo profitability, time cost, and budget vs actual reports to drive smarter decisions. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CGEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here:

en

43:18

Job Costing Series Part 5: Billing and Revenue...

Workshop Wednesdays ·

2025/12/03

See how to bill and recognize revenue! Dan and Shanna walk through estimates, progress invoicing, deposits, retainage, and change orders in QBO Projects.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CGEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here:

en

34:16

Job Costing Series Part 4: Labor, Time, and Payroll...

Workshop Wednesdays ·

2025/11/26

Track labor and time like a pro! Dan and Shanna cover time tracking options, payroll mapping, and labor burden for accurate project costs in QBO. Learn About B4CG at: https://www.b4cg.net/ Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CGEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEBOGO: Get QBO Advanced and School of Bookkeeping

en

55:29

Job Costing Series Part 3: Capturing costs the right way

Workshop Wednesdays ·

2025/11/19

Master cost capture in QBO! Dan and Shanna show how to record bills, expenses, and POs to Projects, avoiding common job costing mistakes. "Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CGEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here:

en

50:14

Job Costing Series Part 2: Clean Setup That Scales

Workshop Wednesdays ·

2025/11/12

Learn scalable setup with Dan and Shanna! Discover naming standards, account structures, and how to organize Products/Services for efficient job costing in QBO. "Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CGEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here:

en

58:13

Job Costing Series Part 1: Foundations and Fit

Workshop Wednesdays ·

2025/11/05

Dive into Projects in QBO! Dan DeLong and guest co-host Shanna Quinn explain structure, setup essentials, and how Projects differ from Classes and Locations.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CGEarn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEBOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here:

en

36:18

Reversing a Direct Deposit

Workshop Wednesdays ·

2025/10/22

Learn how to handle direct deposit reversals in QuickBooks Online Payroll with confidence. We’ll cover the latest updates, step-by-step instructions, key cautions, and answer your questions live. Perfect for accountants and business owners! 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:

en

31:55

QBO Accountant User Interface Changes

Workshop Wednesdays ·

2025/10/15

Hooray!! A new user interface for accounting pros. Dan and guest co-host, Sharrin Fuller, will talk about what's changed in the client portal for QBOA.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 and School of Bookkeeping

en

49:42

QuickBooks Online for Job Costing: QBO Can Do That?!?

Workshop Wednesdays ·

2025/10/08

One of the more common misconceptions of QB Online is that it doesn't handle Job Costing. Times (and tech) has changed and Shanna Quinn from East Orlando Bookkeeping has built her entire practice doing just that. We'll be discussing our new partnership and how you can participate in an upcoming series at schoolofbookkeeping with Shanna. 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

en

34:49

QuickBooks Integrations Update

Workshop Wednesdays ·

2025/10/01

Discover what’s new for accountants and admins in QuickBooks Online. We’ll cover enhanced role-based access, organizing clients with custom IDs, and the latest improvements to the batch migration tool for moving from Desktop to Online. 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:

en

56:16

Securing Your Intuit QuickBooks Login from Bad Actors

Workshop Wednesdays ·

2025/09/24

QBO is only as secure as your login, and there are vulnerabilities that Bad Actors are exploiting causing lost productivity time and fraud to you and your clients. We'll be discussing the concern, identifying the loopholes bad actors are taking, and give you practical steps to secure you and your client's login. 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

en

44:48

QuickBooks Inventory & Product Updates

Workshop Wednesdays ·

2025/09/17

Get the scoop on recent inventory management enhancements in QuickBooks. We’ll showcase new add-ons, expanded access, and how to handle the sunset of shipping label features—plus tips for optimizing your product tracking workflows."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

en

49:26

QuickBooks Payments & Approvals

Workshop Wednesdays ·

2025/09/03

Explore the newest updates to QuickBooks payments and approval workflows. We’ll cover smarter bill pay approval, recurring payments, and changes that help you get paid faster and with less hassle. Ideal for anyone managing accounts payable or receivable in QuickBooks Online. 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:

en

21:31

QuickBooks Payroll Updates

Workshop Wednesdays ·

2025/08/27

Stay up to date on the latest QuickBooks payroll changes! We’ll break down new features, compliance updates, and tools for tracking employee costs and correcting paychecks. Perfect for accountants, bookkeepers, and business owners who want to keep payroll running smoothly and accurately. 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

en

40:50

QuickBooks Accountant Tools: Recent Updates for...

Workshop Wednesdays ·

2025/08/20

Discover what’s new for accountants and admins in QuickBooks Online. We’ll cover enhanced role-based access, organizing clients with custom IDs, and the latest improvements to the batch migration tool for moving from Desktop to Online. 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:

en

41:18

Modern Reports in QuickBooks Online

Workshop Wednesdays ·

2025/08/13

Reports are the backbone of an Accounting Pro and they have been getting an overhaul in QB Online. Rachel and Dan will be chatting about what's changing, and how to best navigate these changes while still supporting your clients during this transition.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%

en

40:03

Custom Fields: QBO Changes in 2025 and Practical...

Workshop Wednesdays ·

2025/08/06

When the out of the box functions of QBO don't fit the mold, that's where custom fields come into play. Rachel and Dan will discuss the uses for Custom fields, the changes that occurred in July 2025, and the practical limitations of custom fields. "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

en

41:39

New AI Powered Bank Feed

Workshop Wednesdays ·

2025/07/30

The Bank feed has changed (again) Rachel and Dan discuss the highlights of the new changes. New Bank Feed Blog: https://www.schoolofbookkeeping.com/blog/AIBankFeed 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

en

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

en

148 results

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