Workshop Wednesdays

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...

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...