Workshop Wednesdays

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 at  https://www.schoolofbookkeeping.com/QuickAnswers  

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...

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...

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 the high level overview of the two systems and layout the up...

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 the Sales functions and workflows centered around selling to...

Dan and Rachel are adding to up their series of discussions and putting it all together to discuss about the accounting best practices in e-Commerce. This week we will have a special demo from a Shopify Integration Platform - WeIntegrate Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://ww...

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 the high level overview of the two systems and layout the u...

Dan and Rachel are wrapping up their series of discussions and putting it all together to discuss about the accounting best practices in e-Commerce. We'll discuss how best to account for sales, discounts, refunds, shipping, and COGS in order to make best sense of e-Commerce Activities in QuickBooks. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and...

Join Dan DeLong and Carrie Kahn as they dive into Shipping & Fulfillment. Getting your product to your customer after purchase is very important. Learn today the best practices for Shipping & Fulfillment when selling 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...

Take a ride in the shopping cart with Dan DeLong and Carrie Kahn as they dive into handling Online Sales Platforms. Having a lot of Sales Platforms can be a daunting task. Learn today how to make that a more manageable process for you and your business! Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live session...

Join Dan DeLong and Rachel Dauchy as they dive into handling Inventory within your E-Commerce Business. Knowing what you have on hand to sell at any given point is crucial for a business. Learn today the best practices for managing your inventory when selling virtually! Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for...

Join Dan DeLong and Carrie Kahn as they dive into "Setting up your Business for e-Commerce" with guest Rachel Dauchy. Stay ahead with flexible technology that empowers you to sell globally and connect locally. 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/fo...

Join Dan DeLong and Carrie Kahn as they dive into "What is E-Commerce" and what that means for your business. E-Commerce is where your business transactions are conducted electronically on the internet. Join us to find out what you can and can't sell on the internet! Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for th...

Join Dan DeLong and Carrie Kahn as they dive into handling revenue recognition in QBO Advanced. Revenue Recognition is a generally accepted accounting principle (GAAP) that defines how and when you recognize revenue. For all businesses on an accrual basis, revenue is recognized when it’s earned, not when money is exchanged. A common scenario for this is a pre-paid or subscription service. Workshop...

Join Dan DeLong and Carrie Kahn as we recap Scaling New Heights! Let us share with you exciting updates from our partners from our action packed couple of days. 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/forms/2147836724   Brought to you by http://ww...

Join Dan DeLong and Carrie Kahn as we unpack the Pricing update news for June 2023 regarding Quickbooks Online, QuickBooks Online Payroll, and QuickBooks Online Payments. Matthew Fulton from QB Community Live will also be on-hand to share his insights. Take advantage of 30% off the MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-101114 Worksho...

Join Dan DeLong and Carrie Kahn live as they demonstrate "New Payments Account Created With New QBO Subscriptions". We will help you understand the payments account creation through new QBOs and how you can save signing up through us today! (Even if you don't use the software you are signed up! Might as well take advantage while you can!) Take advantage of 30% off the MSRP when you sign up through...

As a business owner, it's essential to know how to handle payment disputes effectively to maintain a positive relationship with your customers and protect your business. Join Dan DeLong and Carrie Kahn live to discuss "Resolving Disputes with QB Payments". We will cover Intuit's new dispute protection service and how it can benefit you. Workshop Wednesdays are a free live discussion about topics a...

Hector Garcia and Mark Corum join Dan DeLong and Carrie Kahn, were they will introduce you to RightTool - the ultimate productivity solution for accounting professionals. Whether you're a freelance accountant, a small business owner, or part of a large accounting firm, RightTool can help you streamline your workflow and simplify your daily tasks. We'll show you how RightTool can help you manage yo...

Dan DeLong and Carrie Kahn are joined by Mark Corum live to discuss, "RightTool FREE edition". RightTool FREE edition is a Chrome extension that improves your QuickBooks Online workflows from Collapsible Right Navigation bar, ALL SHORTCUTS & ALL REPORTS (AT YOUR FINGERTIPS), Font Size Modifier, and many more features. With all this at your fingertips, what can you accomplish? APP URL: https://...

If you're a QuickBooks 2020 user, you may have heard about the recent service discontinuation announcement. In this video, we'll provide you with the essential details you need to know about this change. After May 31, 2023, QuickBooks 2020 will no longer receive crucial security updates, compliance updates, or bug fixes. We'll explain why this change is happening and the implications it has for Qu...