Workshop Wednesdays

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

Explore the revamped main menu in QuickBooks Online. We’ll show you where to find key features, how to pin your favorites, and how to move around with confidence—even if everything looks different.

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 Welcome
01:03 Baby Shower and Tamagotchi Talk
01:39 Self Care App Detour
03:35 Workshops Moving In Platform
10:10 Change Fatigue and AI Concerns
17:11 Light Bulb Moment for QuickBooks
22:27 QBO vs Desktop and Intercompany
24:35 New QBO UI Apps Explained
29:43 My Menu and Customization Tips
31:58 Integrations Feed and Navigation
35:17 Wrap Up and Next Topic Teaser

Stay ahead of the curve with the latest updates in QuickBooks Online Advanced. This session breaks down new features for revenue recognition and fixed asset management, making compliance and tracking easier than ever. Discover practical tips to streamline your workflow and boost your accounting accuracy.

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 Tax Day
00:52 Why Bookkeeping Matters
02:47 Workshop Focus Overview
04:52 Where Revenue Tools Moved
07:32 Build Recognition Templates
10:16 Assign Items and Invoicing
13:52 Service Date Requirement
15:28 Why Recognize Revenue
17:28 SOX and GAAP Context
19:59 Fixed Assets Dashboard
22:44 Depreciation Methods Setup
26:55 Limits Pricing and Alternatives
30:53 Wrap Up and Next Series

Duplicate lists can cause incorrect or inaccurate reporting. Merging them is the fastest way to correct this issue. Rachel and Dan will discuss how to go about merging lists and what to look out for.

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
00:30 Rachel Business Update
02:08 Books Close Surprise
04:03 Firm Books Blocked
04:51 Books Review Missing
08:12 URL Bookmark Workaround
10:22 Beta Changes and Billing
13:38 Merging Lists Intro
14:08 Why Duplicates Happen
16:08 Duplicate Customer Problems
20:48 Merge vs Inactivate
23:31 Duplicates or Entities
24:21 Merge vs Inactivate
26:05 Why Duplicates Happen
27:54 Merging Accounts Demo
28:37 No Undo and Backups
31:46 Hierarchy and Subaccounts
36:10 Customer Display Name Merge
38:57 Inventory Items Limitation
40:36 QBOA Merge Clients Tool
45:38 Prevent Duplicates Wrap Up

Discover how Method CRM can transform the way you manage clients and workflows in your accounting practice. We’ll show you how to streamline communication, automate tasks, and keep everything organized in one place. See why Method is a game-changer for accountants who want to work smarter, not harder.

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 Workshop Kickoff
02:12 Ecommerce Conference Recap
04:09 Core Financial Acquisition
05:21 QuickBooks MCP Agents
06:55 QBO Power Ups Launch
09:12 Tool Stack Pain Points
12:46 Method as Central Hub
15:32 AI and Automation Shift
21:00 Method Portal Basics
23:52 CRM Lead Capture
25:04 Proactive Client Reminders
26:07 All In One Stack
29:12 Power Up Analogy
30:08 Team Tool Consolidation
32:43 Partner Program Perks
38:17 Who Method Fits
43:49 Implementation Q&A
46:48 Wrap Up Next Topic

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

January brought forth some new enhancements to Inventory Tracking in QB Online: Item Receipts, Sales Oder Enhancements, Physical Counts, and new costing methods. Rachel and Dan will discuss them in this workshop.

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 Audio Check
02:11 Inventory Updates Overview
02:55 When QBO Inventory Works
03:37 Bundles vs Kitting Reality
09:04 Omnichannel Needs External Apps
13:33 QBO as Financial Destination
14:18 Inventory Feature Comparison
16:37 Why Inventory Is Worth It
18:09 Sales Orders Arrive in QBO
20:10 Available vs On Hand Quantity
23:05 Sales Order Visibility Gaps
25:26 Navigating Sales Orders List
26:47 Sales Order Gaps
28:02 Shipping Workflow Focus
29:04 Give Feedback in QBO
29:37 Item Receipts Explained
30:30 Why Separate Receiving
32:43 Inventory Receiving Method
34:10 Bills Hit Offset Account
38:35 Creating Item Receipts
41:57 Can You Turn It Off
45:32 FIFO vs Moving Average
49:25 Final Takeaways and Next

The modern reporting customizations received a few tweaks. Rachel and Dan will be discussing the changes and best practices for reports in QuickBooks Online.

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 Tech Hiccups
01:20 Why Reports Matter in QuickBooks
03:17 Go To Report P&L by Month
05:45 Classic vs Modern Reports Debate
07:01 Accuracy Glitches and Trust Issues
09:54 Why Modern Reports Exist Large Data
13:58 Finding Reports by QBO Version
16:02 Canny Feedback Channel for Accountants
18:57 Modern Report Upgrades Dates and Persistence
21:08 Auto Refresh Reports
23:11 Simpler Customization Prompts
24:05 Handling Large Reports
27:45 Modern vs Classic View
31:16 Export to Excel Fixes
32:25 Calculated Fields Options
34:21 Scheduling Report Groups
36:19 Aging Reports Drilldowns
38:19 Wrap Up and Next Topic

See how Relay and QuickBooks Online work together to make reconciliations a breeze. This session covers practical tips for syncing accounts, catching errors, and saving time—plus, you’ll discover Relay’s no minimum balance, no fees, and easy access to check images. Get ready for a smoother, stress-free close with features built for accountants.

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 Guest Host
01:42 Why Banking Breaks QBO
03:04 What Is Relay
04:42 Relay Origin Story
07:20 Remote Account Setup Win
11:27 Core Features and Pricing
15:13 Accountant Access Dashboard
18:00 Tiers Grow and Scale
21:25 Bill Pay Automation
23:48 Statement Fetch Reconcile
32:33 Advisory Value for Clients
36:22 FDIC Bonus and Support
39:01 Wrap Up and Next Steps