Workshop Wednesdays

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/SofBCPE   Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN   BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle  ...

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 &nbsp...

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/So...

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/SOBQBox   Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbo...

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   Works...

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-wednesday   Earn CPE at Earmark for the workshop at: https://bit.ly/SofBC...

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   Brou...

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 Earm...

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 Log 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 Earm...

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-wednesday   Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE &nb...

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 Online Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Regis...

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 Online Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.sch...

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 Earma...

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 w...

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 yo...

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/SofBCP...

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. Th...

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 ne...

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 Wedn...

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 Wednesd...

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   Brough...

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 Learn...

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 Acc...

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 migh...

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...