Advertise on podcast: Workshop Wednesdays

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!   00:00 Sales Tax Small Talk01:21 Intuit Three Big Bets03:15 Center of Money Explained08:18 Risks of One Basket12:16 Customer Service Reality14:34 Introducing Intuit Card15:43 Perks and Card Features18:42 Applying Inside QuickBooks19:48 Denied Application Surprise21:22 Will Clients Switch Cards26:51 Airline Miles Debate30:32 Workshop Format Updates33:31 Joel Intro and Nitwit36:40 Next Sessions and Wrap

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Kickoff And Intros01:33 Bald Eagle Small Talk02:34 What Playbooks Are03:11 Work Vs Other Tools05:40 Why Intuit Built This10:10 Access And Pricing Caveats12:31 Creating A Playbook14:24 Chart Of Accounts Templates15:50 Policies And Bank Rules19:22 Company Settings Templates20:56 Books Close And Roles24:22 Costs And Value Debate28:50 Client Access And Limits30:18 Next Week Teaser Wrap

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Welcome and Catch Up01:08 A2X Camp Highlights02:49 AI vs Automation Tools09:00 Using Intuit Canny Feedback14:14 Blue Match Confidence Badges19:20 Training Machines Concerns27:23 Protecting Firm IP with Double31:22 Client Portal Switching Story34:58 Accru Cohort Announcement40:03 Nitwit Prompt Stitching44:29 Wrap Up and Next Week

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com  Keep Learning QuickBooks - Your Way!! 00:00 Workshop Welcome and Reset02:05 How Attendees Use AI03:17 Origin Story Behind Nitwit03:45 Overtime Rules Testing Problem06:16 From 50-Line Prompt to Nitwit08:26 Live Demo Setup and Login Fix09:18 Stage Prompts and SOC 2 Agent11:16 Why Staging Beats Chat Memory12:50 Prompt Builder for Client Cleanup18:05 Build and Edit the Cleanup Prompt19:49 Attach P&L and Reuse Monthly23:29 Compare GPT Claude Gemini Outputs25:35 Knit Insights Summary Comparison29:32 Save Prompts to Library and Share30:52 Prompt Libraries Tour32:57 Recap Multi Model Knit33:45 Client Context Prompts38:57 Rocket Ship Context41:41 Knit Insights Explained45:26 Credits And Toggles49:02 Security Roadmap52:30 Cohort And Sharing55:50 Share With Clients57:33 Sign Up And Wrap Up

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!   00:00 Welcome and Setup00:12 Why Business Network Matters01:13 Blog Guide and Where to Enable02:31 How Connections Work03:53 Finding Profiles and Sending Requests07:19 Accepting Requests and Fixing Confusion09:43 ACH Setup and Data Sync12:48 Check Names and Editable Fields15:03 Direct Pay Explained19:46 QuickBooks Money and Lending Talk22:17 Wrap Up and Next Week Preview

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!   0:40 - Workshop Wednesday Kickoff1:17 - Rerun Setup and CRM Focus2:33 - Contracts Feature Overview3:28 - Finding Contracts in QBO4:25 - Creating a Contract Step by Step5:59 - Signers and Security Options8:26 - Adding Fields and Signatures10:25 - Messages Reminders and Expiration11:18 - Templates and Variables13:12 - Limitations and Future Automations15:23 - Real Use Case NDAs and Discovery17:17 - Audience Q&A ACH and Attachments19:59 - Wrap Up and Next Topic QBN

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!   00:00 Cold Open and Format02:06 Rachel Travel Catchup03:02 Surya Returns and Blog Setup05:23 Accru and AI Landscape08:33 Claude Connectors Limits10:29 Traffic Light Risk Model13:08 Client DIY AI Fallout20:17 Quality Control Workpapers24:26 Why AI Gets Confidently Wrong27:57 Claude Tasks and One File30:54 Accru vs Double and ROI34:55 Upcoming Events and Wrap

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!   00:00 Welcome and Agenda01:30 Why Approvals Matter02:51 Screen Share Setup04:52 Workflow Automation Overview07:04 Templates and Triggers09:40 Build a Bill Approval11:38 Sequential vs Parallel14:14 Conditional Approval Rules15:54 Plans Pricing and ERP19:53 Audit Trail and Resources28:25 Future Workshops Wrap Up

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Workshop Format Setup02:33 QBO Outage Reactions05:43 Offline Mode Wish07:21 Outage Status Resources12:08 Buy Now Pay Later Intro14:06 How Affirm Works16:16 Fees and Payout Flow23:16 Desktop Alternatives27:47 Client Use Cases32:14 Next Week Preview

Supercharge your navigation with tools designed to make life easier. We’ll demo the QBO Desktop App, introduce you to RightTool, and share how bookmarks can save you time and clicks every day. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com- Keep Learning QuickBooks - Your Way!! 00:00 Welcome Back Updates00:45 Workshops Move In House03:04 Schedule QR Code04:36 Navigation Power Ups06:37 Desktop App Download08:49 Desktop View Benefits18:28 Right Tool Overview19:36 Batch Cleanup Wins24:05 Cohort Promo Details26:25 Shortcuts Bookmarks Tips30:27 Right Tool Pro Features38:08 Wrap Up Next Steps

Discover the power of the new global menu—your one-stop shop for search, tasks, workflows, integrations, settings, profile, help, and Intuit Intelligence. We’ll break down each feature and show you how it fits into your daily routine. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Welcome and UI Changes01:18 Why Search Matters04:21 Adapting to Software Updates06:24 Global Nav Bar Overview07:26 Firm vs Client Color Cues09:46 Company Switcher Tips11:46 Global Search Deep Dive16:40 Tasks and Workflow Automation22:47 Integrations Hub Explained25:51 Notifications Bell Inbox28:11 Gear Menu Settings and Shortcuts31:53 Screen Share With Intuit32:20 Transfer Clients Between Firms34:00 Merge Duplicate Clients35:27 Resolution Center And Company Menu36:31 Sample Company And Switching Firms39:08 My Experts Upsells In Client View41:33 Help Menu Filters And Contact Options43:25 When To Call Support47:34 Callback Vs Chat Reality51:51 Intuit Intelligence And GenOS56:10 Testing AI Accounting Answers58:51 Wrap Up And Next Workshop

Get hands-on with QBO’s revamped Bank Feed. We’ll walk you through the new layout, show you how to find and match transactions, and help you make the most of updated navigation tools. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Welcome and Catch Up00:23 Derby Hats and Fascinators02:18 Workshops Moving Inside04:48 Reactions to QBO Changes07:31 AI Suggestions and Rules10:47 Bank Feeds Power and Pitfalls13:36 Why Pros Handle Feeds16:35 Old vs New Bank Feed Tour17:29 New Terminology Pending Posted19:38 Layout Tweaks and Account Tiles20:51 Gear Menu Columns and Options24:22 Grouping Sorting Preferences26:01 Suggested Categorization Stress27:35 Page Size and Pagination Pitfalls28:30 Amounts and Editable Dates30:20 Bank Details to Memo31:48 Match Toggle and Action Menu34:39 Backdated Bills Workflow35:50 Files and Request Info Tools38:07 Categorization History and Splits39:53 Products Services and Inventory Caution43:07 Filters Sorting and Match Views46:57 Wrap Up and Next Workshop

Explore the revamped main menu in QuickBooks Online. We’ll show you where to find key features, how to pin your favorites, and how to move around with confidence—even if everything looks different. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Cold Open and Welcome01:03 Baby Shower and Tamagotchi Talk01:39 Self Care App Detour03:35 Workshops Moving In Platform10:10 Change Fatigue and AI Concerns17:11 Light Bulb Moment for QuickBooks22:27 QBO vs Desktop and Intercompany24:35 New QBO UI Apps Explained29:43 My Menu and Customization Tips31:58 Integrations Feed and Navigation35:17 Wrap Up and Next Topic Teaser

Stay ahead of the curve with the latest updates in QuickBooks Online Advanced. This session breaks down new features for revenue recognition and fixed asset management, making compliance and tracking easier than ever. Discover practical tips to streamline your workflow and boost your accounting accuracy. 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/SofBCPE BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Welcome and Tax Day00:52 Why Bookkeeping Matters02:47 Workshop Focus Overview04:52 Where Revenue Tools Moved07:32 Build Recognition Templates10:16 Assign Items and Invoicing13:52 Service Date Requirement15:28 Why Recognize Revenue17:28 SOX and GAAP Context19:59 Fixed Assets Dashboard22:44 Depreciation Methods Setup26:55 Limits Pricing and Alternatives30:53 Wrap Up and Next Series

Duplicate lists can cause incorrect or inaccurate reporting. Merging them is the fastest way to correct this issue. Rachel and Dan will discuss how to go about merging lists and what to look out for. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle  Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Workshop Welcome00:30 Rachel Business Update02:08 Books Close Surprise04:03 Firm Books Blocked04:51 Books Review Missing08:12 URL Bookmark Workaround10:22 Beta Changes and Billing13:38 Merging Lists Intro14:08 Why Duplicates Happen16:08 Duplicate Customer Problems20:48 Merge vs Inactivate23:31 Duplicates or Entities24:21 Merge vs Inactivate26:05 Why Duplicates Happen27:54 Merging Accounts Demo28:37 No Undo and Backups31:46 Hierarchy and Subaccounts36:10 Customer Display Name Merge38:57 Inventory Items Limitation40:36 QBOA Merge Clients Tool45:38 Prevent Duplicates Wrap Up