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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

33:42

Revenue Recognition & Fixed Assets: The Latest in QBO...

Workshop Wednesdays ·

2026/04/15

Stay ahead of the curve with the latest updates in QuickBooks Online Advanced. This session breaks down new features for revenue recognition and fixed asset management, making compliance and tracking easier than ever. Discover practical tips to streamline your workflow and boost your accounting accuracy. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.Learn More about the Bookkeeping 4 Contractor's Group:

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49:12

Merging Lists in QuickBooks Online

Workshop Wednesdays ·

2026/04/08

Duplicate lists can cause incorrect or inaccurate reporting. Merging them is the fastest way to correct this issue. Rachel and Dan will discuss how to go about merging lists and what to look out for. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle Brought to you by http://www.schoolofbookkeeping.com- Keep Learning QuickBooks

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49:35

Streamlining Client Management with Method

Workshop Wednesdays ·

2026/04/01

Discover how Method CRM can transform the way you manage clients and workflows in your accounting practice. We’ll show you how to streamline communication, automate tasks, and keep everything organized in one place. See why Method is a game-changer for accountants who want to work smarter, not harder. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.Learn More about the Bookkeeping 4 Contractor's Group:

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43:26

More Than One Basket: Secure Money Movement with Relay

Workshop Wednesdays ·

2026/03/25

Explore why putting all your money movement through one platform isn’t always the safest bet. In this session, we show how Relay offers a flexible, reliable alternative to QuickBooks for managing your business finances. Learn how diversifying your banking tools can give you greater control, security, and peace of mind.Learn about Relay and get $50 when you deposit with $50: https://snip.ly/Relay Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers,

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53:38

New Inventory Enhancements in QB Online

Workshop Wednesdays ·

2026/03/18

January brought forth some new enhancements to Inventory Tracking in QB Online: Item Receipts, Sales Oder Enhancements, Physical Counts, and new costing methods. Rachel and Dan will discuss them in this workshop. 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

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42:27

QuickBooks Modern Online Reports: What’s Changed and...

Workshop Wednesdays ·

2026/03/11

The modern reporting customizations received a few tweaks. Rachel and Dan will be discussing the changes and best practices for reports in QuickBooks Online. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundleBrought to you by http://www.schoolofbookkeeping.com- Keep Learning QuickBooks - Your Way!! 00:00 Workshop Welcome and

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41:58

Relay and QuickBooks Online: Reconciliations made in...

Workshop Wednesdays ·

2026/03/04

See how Relay and QuickBooks Online work together to make reconciliations a breeze. This session covers practical tips for syncing accounts, catching errors, and saving time—plus, you’ll discover Relay’s no minimum balance, no fees, and easy access to check images. Get ready for a smoother, stress-free close with features built for accountants. Learn about Relay and get $50 when you deposit with $50: https://snip.ly/Relay Workshop Wednesdays are a free live discussion about topics affecting

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50:20

Mind the Gap: Solutions Beyond Intuit’s Suite

Workshop Wednesdays ·

2026/02/25

Discover what to do when Intuit’s accountant suite just isn’t cutting it. Rachel and Dan will explore smarter tools and strategies for accounting pros ready to level up. Find out how to streamline your workflow and deliver more for your clients—no em dashes required. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://snip.ly/WSWBOGO: Get QBO Advanced and School of Bookkeeping

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31:00

Intuit Accountant Suite is the New QBOA: Pt. 5:...

Workshop Wednesdays ·

2026/02/18

Intuit Accountant Suite has some features on the horizon that will enable accounting professionals to leverage insights for the clients and their firm. Rachel and Dan take a peak at some of those features on the horizon. 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/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE BOGO: Get QBO

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22:46

Intuit Accountant Suite is the New QBOA: Pt. 4 -...

Workshop Wednesdays ·

2026/02/11

When you have multiple clients, having a dashboard that gives you as an advisor insights into what is going on with your client's books without needing to investigate every client is working smarter, not harder. Rachel and Dan discuss the Client Insights feature in Intuit Accountant Suite and how this helps accountants. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group:

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60:14

Intuit Accountant Suite is the New QBOA: Pt. 3 -...

Workshop Wednesdays ·

2026/01/28

One of the new features for Intuit Accountant Suite is Books Close. Rachel and Dan discuss this feature and how it can streamline key client workflows. 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

56:30

Intuit Accountant Suite is the New QBOA: Pt. 2 -...

Workshop Wednesdays ·

2026/01/21

Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the navigation changes in IAS Core vs QBOA 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

49:14

Intuit Accountant Suite is the New QBOA: Pt. 1 -...

Workshop Wednesdays ·

2026/01/07

Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the changes that are coming and in the future workshops we will discuss the new features that Accountant's need to know about. 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:

en

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

161 results

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