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Explore why putting all your money movement through one platform isn’t always the safest bet. In this session, we show how Relay offers a flexible, reliable alternative to QuickBooks for managing your business finances. Learn how diversifying your banking tools can give you greater control, security, and peace of mind.
Learn about Relay and get $50 when you deposit with $50: https://snip.ly/Relay
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 Introductions
00:42 Rachel at ShopTalk
02:12 Power Ups Program
05:08 QR Codes and Voting
06:09 Why Add Relay
10:31 Avoiding One Basket Risk
15:14 Relay Tiers Overview
17:15 Savings Calculator Demo
26:43 Partner Perks and Fast ACH
30:08 New Features AR and Expenses
33:22 Virtual Cards Controls
40:07 Wrap Up and Next Events
By Dan DeLong and Rachel DauchyExplore why putting all your money movement through one platform isn’t always the safest bet. In this session, we show how Relay offers a flexible, reliable alternative to QuickBooks for managing your business finances. Learn how diversifying your banking tools can give you greater control, security, and peace of mind.
Learn about Relay and get $50 when you deposit with $50: https://snip.ly/Relay
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 Introductions
00:42 Rachel at ShopTalk
02:12 Power Ups Program
05:08 QR Codes and Voting
06:09 Why Add Relay
10:31 Avoiding One Basket Risk
15:14 Relay Tiers Overview
17:15 Savings Calculator Demo
26:43 Partner Perks and Fast ACH
30:08 New Features AR and Expenses
33:22 Virtual Cards Controls
40:07 Wrap Up and Next Events

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