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 Welcome and Catch Up
01:08 A2X Camp Highlights
02:49 AI vs Automation Tools
09:00 Using Intuit Canny Feedback
14:14 Blue Match Confidence Badges
19:20 Training Machines Concerns
27:23 Protecting Firm IP with Double
31:22 Client Portal Switching Story
34:58 Accru Cohort Announcement
40:03 Nitwit Prompt Stitching
44:29 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 Reset
02:05 How Attendees Use AI
03:17 Origin Story Behind Nitwit
03:45 Overtime Rules Testing Problem
06:16 From 50-Line Prompt to Nitwit
08:26 Live Demo Setup and Login Fix
09:18 Stage Prompts and SOC 2 Agent
11:16 Why Staging Beats Chat Memory
12:50 Prompt Builder for Client Cleanup
18:05 Build and Edit the Cleanup Prompt
19:49 Attach P&L and Reuse Monthly
23:29 Compare GPT Claude Gemini Outputs
25:35 Knit Insights Summary Comparison
29:32 Save Prompts to Library and Share
30:52 Prompt Libraries Tour
32:57 Recap Multi Model Knit
33:45 Client Context Prompts
38:57 Rocket Ship Context
41:41 Knit Insights Explained
45:26 Credits And Toggles
49:02 Security Roadmap
52:30 Cohort And Sharing
55:50 Share With Clients
57:33 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 Setup
00:12 Why Business Network Matters
01:13 Blog Guide and Where to Enable
02:31 How Connections Work
03:53 Finding Profiles and Sending Requests
07:19 Accepting Requests and Fixing Confusion
09:43 ACH Setup and Data Sync
12:48 Check Names and Editable Fields
15:03 Direct Pay Explained
19:46 QuickBooks Money and Lending Talk
22:17 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 Kickoff
1:17 - Rerun Setup and CRM Focus
2:33 - Contracts Feature Overview
3:28 - Finding Contracts in QBO
4:25 - Creating a Contract Step by Step
5:59 - Signers and Security Options
8:26 - Adding Fields and Signatures
10:25 - Messages Reminders and Expiration
11:18 - Templates and Variables
13:12 - Limitations and Future Automations
15:23 - Real Use Case NDAs and Discovery
17:17 - Audience Q&A ACH and Attachments
19:59 - 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 Format
02:06 Rachel Travel Catchup
03:02 Surya Returns and Blog Setup
05:23 Accru and AI Landscape
08:33 Claude Connectors Limits
10:29 Traffic Light Risk Model
13:08 Client DIY AI Fallout
20:17 Quality Control Workpapers
24:26 Why AI Gets Confidently Wrong
27:57 Claude Tasks and One File
30:54 Accru vs Double and ROI
34:55 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 Agenda
01:30 Why Approvals Matter
02:51 Screen Share Setup
04:52 Workflow Automation Overview
07:04 Templates and Triggers
09:40 Build a Bill Approval
11:38 Sequential vs Parallel
14:14 Conditional Approval Rules
15:54 Plans Pricing and ERP
19:53 Audit Trail and Resources
28:25 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 Setup
02:33 QBO Outage Reactions
05:43 Offline Mode Wish
07:21 Outage Status Resources
12:08 Buy Now Pay Later Intro
14:06 How Affirm Works
16:16 Fees and Payout Flow
23:16 Desktop Alternatives
27:47 Client Use Cases
32:14 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 Updates
00:45 Workshops Move In House
03:04 Schedule QR Code
04:36 Navigation Power Ups
06:37 Desktop App Download
08:49 Desktop View Benefits
18:28 Right Tool Overview
19:36 Batch Cleanup Wins
24:05 Cohort Promo Details
26:25 Shortcuts Bookmarks Tips
30:27 Right Tool Pro Features
38:08 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 Changes
01:18 Why Search Matters
04:21 Adapting to Software Updates
06:24 Global Nav Bar Overview
07:26 Firm vs Client Color Cues
09:46 Company Switcher Tips
11:46 Global Search Deep Dive
16:40 Tasks and Workflow Automation
22:47 Integrations Hub Explained
25:51 Notifications Bell Inbox
28:11 Gear Menu Settings and Shortcuts
31:53 Screen Share With Intuit
32:20 Transfer Clients Between Firms
34:00 Merge Duplicate Clients
35:27 Resolution Center And Company Menu
36:31 Sample Company And Switching Firms
39:08 My Experts Upsells In Client View
41:33 Help Menu Filters And Contact Options
43:25 When To Call Support
47:34 Callback Vs Chat Reality
51:51 Intuit Intelligence And GenOS
56:10 Testing AI Accounting Answers
58:51 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 Up
00:23 Derby Hats and Fascinators
02:18 Workshops Moving Inside
04:48 Reactions to QBO Changes
07:31 AI Suggestions and Rules
10:47 Bank Feeds Power and Pitfalls
13:36 Why Pros Handle Feeds
16:35 Old vs New Bank Feed Tour
17:29 New Terminology Pending Posted
19:38 Layout Tweaks and Account Tiles
20:51 Gear Menu Columns and Options
24:22 Grouping Sorting Preferences
26:01 Suggested Categorization Stress
27:35 Page Size and Pagination Pitfalls
28:30 Amounts and Editable Dates
30:20 Bank Details to Memo
31:48 Match Toggle and Action Menu
34:39 Backdated Bills Workflow
35:50 Files and Request Info Tools
38:07 Categorization History and Splits
39:53 Products Services and Inventory Caution
43:07 Filters Sorting and Match Views
46:57 Wrap Up and Next Workshop