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/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 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!

00:00 Introduction and Greetings
00:18 Tax Deadline Reflections
01:02 Managing Personal and Client Finances
03:40 QuickBooks Tags Overview
05:12 Tags vs. Classes and Locations
10:50 Transitioning from Tags to Custom Fields
14:02 Custom Fields in QuickBooks Online
19:02 Third-Party Integrations and API Limitations
22:04 Adding Multiple Tags to Transactions
22:45 Opportunities for Accountants and Bookkeepers
23:28 Custom Fields and Historical Transactions
26:32 Right Tool for Migrating Tags
29:58 Limitations and Reporting Issues
34:13 Future of Tags and Historical Data
38:13 Conclusion and Upcoming Workshops

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 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Workshop Overview
00:42 CPE Credits and Earmark
01:50 QuickBooks Online Inventory Management
02:49 Understanding Inventory Workflows
05:33 QuickBooks Online vs. Desktop
13:33 Product and Service Items in QuickBooks Online
18:40 Types of Items in QuickBooks Online
23:34 Adjusting Inventory Quantities and Values
26:07 Common Errors in Inventory Tracking
27:45 Nuances of Inventory Items in QuickBooks Online
31:21 Tracking Costs and Tariffs
38:15 Challenges with Cash Basis Reports
43:47 Final Thoughts and Upcoming Topics

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 Earmark for the workshop at: https://bit.ly/SofBCPE 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Casual Banter
01:05 QuickBooks Desktop vs. Online
03:46 Migration Challenges and Considerations
08:09 Understanding Targets and Data Transfer
13:31 School Bookkeeping Resources
19:25 Live Conversion Walkthrough
23:20 QuickBooks Vendor and Payroll Setup
24:25 Importance of Data Backup and Verification
24:57 Starting the QuickBooks Online Tool
26:03 Handling Inventory in QuickBooks Online
29:26 Client Trials and Workflow Transition
31:06 New QuickBooks Migration Features
32:45 Post-Conversion Checklist and Resources
36:24 Import Summary Report and Troubleshooting
40:38 School of Bookkeeping Resources
44:37 Final Thoughts and Conclusion

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 Earmark for the workshop at: https://bit.ly/SofBCPE 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Welcome
00:35 CPE Credits and Earmark Channel
01:18 QuickBooks Online Audit Log Overview
03:01 Practical Applications of the Audit Log
05:51 Exploring Audit Log Features
11:36 Understanding System Users in Audit Log
16:08 Filtering and Exporting the Audit Log
23:40 Limitations and Right Tool Features
36:17 Conclusion and Upcoming Topics

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 
Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning - Your Way!! QuickBooks - Your Way!!

00:00 Introduction and CPE Credit Instructions
02:05 Welcome to Workshop Wednesday
02:42 Casual Conversations and Flexibility
03:36 Introduction to QuickBooks Commerce
05:38 E-commerce Fundamentals Course Overview
08:29 Connecting Sales Channels in QuickBooks
11:19 Challenges with E-commerce Accounting
26:47 Sales Orders and Inventory Management
31:13 Navigating QuickBooks Sales Orders
33:26 Understanding Inventory Management in QuickBooks
36:08 Exploring Inventory Count Features
41:45 Connecting Sales Channels in QuickBooks
44:36 Managing Payouts and Reconciliation
47:56 Insights on Amazon and Shopify Integrations
53:59 Concluding Thoughts and Future Updates

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. 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 you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Casual Conversation
01:28 Daily Sales Summaries: An Overview
03:11 Real-Time Bookkeeping and Accounting
05:25 Setting Up Daily Sales Summaries in QuickBooks
13:18 Handling Sales Tax in QuickBooks
28:26 Automating Daily Sales Summaries with Lightspeed
34:06 Conclusion and Upcoming Topics

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.schoolofbookkeeping.com/workshop-wednesday 

Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Welcome
00:23 Meet Kate Josephine Johnson
01:41 Kate's Journey with FreshBooks
05:36 Learning and Adapting to FreshBooks
09:24 FreshBooks vs QuickBooks: Key Differences
12:33 Ideal Clients for FreshBooks
14:33 Challenges and Limitations of FreshBooks
17:08 Community and Support in FreshBooks
21:15 Migration from QuickBooks to FreshBooks
33:29 Final Thoughts and Upcoming Events

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 Earmark for the workshop at: https://bit.ly/SofBCPE 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Host Change
01:15 Meet the Guest Host: Matthew Fulton
02:11 Matthew's Journey with QuickBooks
02:52 Intuit's Trainer Writer Network
04:01 Intuit's Relationship with Accountants
07:07 Challenges and Changes in QuickBooks
09:24 Exploring Alternatives to QuickBooks
14:08 The Future of Accounting Software
16:29 Intuit's Acquisitions and Integrations
31:27 Pricing Concerns and Smaller Businesses
35:05 Conclusion and Next Week's Preview

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 workshop at: https://bit.ly/SofBCPE 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Casual Conversations
00:21 Super Bowl Experience and Travel Stories
02:20 QuickBooks Enterprise Pricing Updates
06:35 Switching from QuickBooks Desktop to Online
09:15 Managing Intuit Logins
12:13 Understanding Intuit Login and Personas
24:58 Handling Disputes with QuickBooks Admins
26:15 Changing the Primary Admin in QuickBooks
27:45 Best Practices for QuickBooks Account Management
32:06 Managing Email Addresses in QuickBooks
35:59 Understanding QuickBooks Login Issues
47:29 Conclusion and Next Week's Preview

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 you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Earning CPE Credit
02:02 Welcome to Workshop Wednesday
03:56 Membership Levels Explained
06:18 QuickBooks Online Bank Feeds
12:30 Navigating QuickBooks Online Updates
16:39 App Transactions Overview
25:39 New Features in QuickBooks
26:19 Grouping Transactions for Easier Management
26:39 Automation and Transaction Details
27:22 Editable Date Field and Suggested Categorization
28:33 The Double-Edged Sword of Bank Feeds
29:12 Funny Side Story: Guessing Business Names
30:58 Challenges with Bank Feeds
37:26 Statement Fetching: A Game Changer
38:56 Managing Client Statements
42:25 Reconciling with Fetched Statements
47:18 The Importance of Proper Bank Feed Management
51:04 Conclusion and Final Thoughts