Workshop Wednesdays

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...

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...

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...

Join Rachel and Dan this Wednesday as we take a careful look into the Intuit Enterprise Suite, a tool that could potentially transform your business operations. Whether you're a small business owner or an accountant, understanding the suite's capabilities is crucial for streamlining your bookkeeping and financial management processes. Workshop Wednesdays are a free live discussion about topics aff...

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...

Join us this Wednesday for an informative workshop hosted by Dan DeLong and Rachel Dauchy, where we'll dive deep into the shipping label feature in QuickBooks Online. Whether you're an accounting professional or a small business owner, this session will equip you with the knowledge to streamline your shipping processes and enhance your business efficiency. Workshop Wednesdays are a free live discu...

Rachel and Dan will be discussing some new features in QuickBooks Desktop including the Inventory Turnover report. 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   BOGO - Buy QBO Advanced and get Schoolofbookkeeping included!! Learn mo...

In this Workshop Wednesday session, hosted by Dan DeLong and Rachel Dauchy, attendees are guided through the usage of Spreadsheet Sync, a powerful tool integrated within QuickBooks Online Advanced. The session aims to streamline bulk editing processes, particularly for list elements and transactions within QuickBooks Online, focusing on a practical use case for inventory management. Key Topics Cov...

Rachel and Dan will be joined by Ash Beetson from nettTracker to demonstrate how to manage Fixed Assets and more with this powerful and robust Accounting tool! 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   Use Promo Code SCHOOL2024...

Rachel and Dan will discuss Handling and Depreciating Fixed Assets in QBO Advanced. 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   BOGO - Buy QBO Advanced and get Schoolofbookkeeping Elite included!! Learn more here https://www.schoo...