Workshop Wednesdays

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 Gro...

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/WSWB4CG   Earn CPE at Earmark for the workshop at: ht...

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/WSWB4CG   Earn CPE at Earmark for the workshop at: https://bit.ly/SofBC...

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/WSWB4CG   Earn CPE at Earmark for the workshop at: ht...

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/WSWB4CG   E...

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/WSWB4CG   Earn CPE at Earmark for the workshop at: https://bit.ly/So...

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/WSWB4CG   Earn CPE at Earmark for the worksho...

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/WSWB4CG   Earn CPE at Earmark for the workshop at...

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/SofBCPE   Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN   BO...

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/WSW   Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE &nbsp...

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/SofBC...

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/SofBCPE   Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN   BOGO: G...

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/SofBCPE   Get 30% off QBO...

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...

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/SofBCPE   Get 30% off QBO MSRP when you sign up with us today!...

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/SofBCPE   Get 30% off QBO MSRP when you sign up wi...

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/SofBCPE   Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN   BOGO: G...

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...

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:...

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 Ear...

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/WSW   Earn CPE at Earmark for the workshop at:...

Your invoices are your brand. They are one of the first things that your customers see. Making them professional and aligned with your brand in QB Online is.....Limiting. Yousif will join us to show how Method CRM can turn QBO into the Layout Designer we know and love from desktop. Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE   Get 30% off QBO MSRP when you sign up with us...

Rachel and Dan discuss the Pricing Increase which, in part, is due to the launch of Intuit's AI Assist Agents throughout its ecosystem. We will breakdown which versions have what Agents, what they do and where adult supervision is necessary. "Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https...

If there's anything Accounting Pros like, it's change (NOT) Intuit has been rolling out a combined new shiny user interface, and they are A/B/C Testing it out. What does that mean for your clients, and more importantly...you as accounting professional. Turn on screen reader support Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE   Get 30% off QBO MSRP when you sign up with us...

Did you know that there is a limit to the number of emails you can send out of QuickBooks? Did you know you could send emails from your google outbox? Rachel and Dan are going to discuss these options on our next workshop! 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 Advanc...