Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the changes that are coming and in the future workshops we will discuss the new features that Accountant's need to know about.

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 Introduction and Welcome
01:02 Rachel's Sabbatical and New Acquisition
04:06 Holiday Updates and Personal Anecdotes
06:00 Announcements and Future Plans
07:39 Intuit Accountant Suite Overview
15:56 User Interface Changes and Navigation
20:21 Branding and Marketing Shifts
23:48 Introduction to Intuit Accountant Suite
24:41 Skepticism and Concerns
27:16 Comparing Intuit with Apple
29:27 Potential Issues with Integration
30:59 Changes in Intuit Accountant Suite
33:07 ProAdvisor Program and Certification
42:07 Pricing and Value Considerations
44:27 Conclusion and Next Steps

Streamline workflows and controls! Dan and Shanna explore approvals, automation, and best practices for keeping job costing clean and audit-ready in QBO.

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!!

Introduction and Welcome
Job Costing Series Overview
Weather and Personal Updates
Efficiencies in Workflows and Automations
Approval Processes in Accounting
Automation Tools and Their Benefits
Client Management and Communication
Discovery Calls and Client Fit
Pricing and Proposals
Bookkeeping for Contractors Group Launch
Conclusion and Holiday Wishes

Unlock project reporting in QBO! Dan and Shanna demo profitability, time cost, and budget vs actual reports to drive smarter decisions.

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 Introduction and Welcome
00:39 Importance of Job Costing Reports
01:25 Client Financial Habits and Profit First
04:54 Handling Sales Tax and Separate Accounts
10:33 Favorite Job Costing Reports
13:00 Estimate vs Actual Reports
18:12 Job Profitability Reports
22:23 Ensuring Accurate Data Entry
27:49 Client Communication and Value
42:11 Final Thoughts and Upcoming Topics

See how to bill and recognize revenue! Dan and Shanna walk through estimates, progress invoicing, deposits, retainage, and change orders in QBO Projects.

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 Introduction and Casual Chat
01:51 Job Costing Overview
03:49 Understanding Retainage and Deposits
10:31 QuickBooks Workflow for Retainage and Deposits
13:43 Fixed Fee vs. Time and Materials
15:21 Handling Change Orders and Scope Creep
20:03 Progress Invoicing Explained
23:44 Best Practices for Billing and Invoicing
31:50 Work in Progress (WIP) and Job Costing Reports
37:58 Bookkeepers for Contractor Group Updates
40:22 Conclusion and Upcoming Topics

Track labor and time like a pro! Dan and Shanna cover time tracking options, payroll mapping, and labor burden for accurate project costs in QBO.

Learn About B4CG at: https://www.b4cg.net/ 

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 Introduction and CPE Credit Instructions
02:01 Welcome to Workshop Wednesday
02:56 Thanksgiving Plans and Workshop Format
03:56 Job Costing Series Overview
04:11 Payroll and Labor Best Practices
06:19 Time Tracking Tools and Integration
07:10 Handling Payroll Inside and Outside QuickBooks
13:15 Labor Burden in Job Costing
14:46 Subcontractors vs. Internal Employees
27:40 Certified Payroll and Government Jobs
30:22 Introducing B4CG Membership Platform
33:59 Conclusion and Next Workshop Preview

Master cost capture in QBO! Dan and Shanna show how to record bills, expenses, and POs to Projects, avoiding common job costing mistakes.

"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 Introduction and Casual Start
00:46 Sponsor Mention and Series Overview
01:20 Discussion on AI and Intuit's Integration
08:18 Concerns About AI and Data Security
13:47 Job Costing Series Recap
14:58 Capturing Job Costs Effectively
19:18 Managing Client Expenses and Communication
24:33 Best Practices for Cost Codes and Invoicing
26:41 Technical Difficulties and Cost Codes
27:31 Job Costing and Reimbursable Expenses
32:59 Purchase Orders and Third-Party Integrations
34:41 Handling Reimbursed Expenses
38:53 Best Practices for Capturing Costs
45:54 Importance of Payees and Vendor Names
48:26 Final Thoughts and Upcoming Events

Learn scalable setup with Dan and Shanna! Discover naming standards, account structures, and how to organize Products/Services for efficient job costing in QBO.

"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 Introduction and Welcome
00:43 Job Costing Fundamentals Recap
01:06 Setting Up Job Costing in QuickBooks
01:32 Standardizing Practices Across Clients
02:51 Naming and Organizing Projects
04:19 Understanding Change Orders
07:13 Tracking Change Orders in QuickBooks
12:23 Estimating in QuickBooks Online vs Desktop
17:16 Chart of Accounts Setup
25:48 Tracking Time and Labor Costs
34:30 Using Purchase Orders and Advanced Features
42:48 Bookkeepers for Contractors Group (B4CG)
47:39 Conclusion and Next Steps

Dive into Projects in QBO! Dan DeLong and guest co-host Shanna Quinn explain structure, setup essentials, and how Projects differ from Classes and Locations.

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 Introduction and Welcome
01:10 Series Overview: Job Costing
03:07 Clearing Unbilled Expenses
06:56 QuickBooks Online Job Costing Features
09:49 Projects vs. Sub Customers
18:40 QuickBooks Advanced vs. Plus
22:46 Custom Fields and Third-Party Integrations
27:23 Payroll and Time Tracking
29:17 Updating Tax Rates and Payroll Costs
29:50 Time Tracking and Payroll Allocation
31:57 Understanding Prevailing Wage
33:01 Challenges with Government Contracts
34:22 Custom Solutions for Job Costing
36:47 Building Custom Reports
41:39 Common Pitfalls in Accounting for Contractors
50:53 The Future of Bookkeeping for Contractors

Learn how to handle direct deposit reversals in QuickBooks Online Payroll with confidence. We’ll cover the latest updates, step-by-step instructions, key cautions, and answer your questions live. Perfect for accountants and business owners!

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 Welcome
01:10 Direct Deposit Reversals: An Overview
02:50 QuickBooks Payroll Services and Contractor Payments
08:22 Challenges and Solutions in Payroll Management
09:28 New Changes in Direct Deposit Reversals
23:15 Step-by-Step Guide to Direct Deposit Reversals
33:02 Upcoming Events and Conclusion

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