
Sign up to save your podcasts
Or


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
Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO
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 Introduction and Greetings
00:41 Rachel's Absence and Upcoming Series
02:11 QuickBooks Accountant User Interface Changes
05:50 Navigating the New QuickBooks Interface
07:17 Customizing the New Interface
12:30 Favorite Accountant Tools
15:27 Challenges with QuickBooks Online vs Desktop
16:42 Comparing QuickBooks Desktop and Online
19:06 The Love-Hate Relationship with QuickBooks
20:29 Challenges of Switching Software
21:43 The Future of QuickBooks and Accountants
26:19 Clone and Conquer: Streamlining Accounting Processes
28:40 Closing Remarks and Community Invitation
By Dan DeLong and Rachel DauchyHooray!! 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
Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO
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 Introduction and Greetings
00:41 Rachel's Absence and Upcoming Series
02:11 QuickBooks Accountant User Interface Changes
05:50 Navigating the New QuickBooks Interface
07:17 Customizing the New Interface
12:30 Favorite Accountant Tools
15:27 Challenges with QuickBooks Online vs Desktop
16:42 Comparing QuickBooks Desktop and Online
19:06 The Love-Hate Relationship with QuickBooks
20:29 Challenges of Switching Software
21:43 The Future of QuickBooks and Accountants
26:19 Clone and Conquer: Streamlining Accounting Processes
28:40 Closing Remarks and Community Invitation