Workshop Wednesdays

Discover what to do when Intuit’s accountant suite just isn’t cutting it. Rachel and Dan will explore smarter tools and strategies for accounting pros ready to level up. Find out how to streamline your workflow and deliver more for your clients—no em dashes required.

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 
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 Rachel
00:23 Mexico Trip Banter
02:24 Series Recap And Today Topic
04:23 Practice Management Basics
06:53 From Sheets To SOPs
09:14 Scaling With Standards
11:46 Shared Inbox And Visibility
15:35 Secure Portals And Files
19:24 Onboarding And Proposals
22:18 Tool Overlap And Integrations
25:20 AI Hype Fatigue
27:32 Old School Release Cycles
28:18 AI Bubble Reality Check
29:17 Intuit Intelligence Popups
30:17 When AI Actually Helps
31:31 AR Aging Edge Case Fail
33:10 Paywalled Prompts Model
34:52 Integrated AI Tradeoffs
36:25 Practice Tools Tried
38:29 Double vs Client Hub
41:25 Feature Creep and Obsolescence
45:30 Wrap Up and Next Guests

Intuit Accountant Suite has some features on the horizon that will enable accounting professionals to leverage insights for the clients and their firm. Rachel and Dan take a peak at some of those features on the horizon.

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 Back + Series Recap: Intuit Accountant Suite Updates
01:32 What’s New in Beta: Intuit Intelligent Agents (AI Companion)
03:08 Prompts, Pricing, and Core vs Accelerate Differences
05:50 Coming Soon: Client Portfolio Comparisons & Client-Level Insights
07:00 Future Roadmap: Capacity Planning with Payroll, Time, and Alerts
10:51 User Groups & Bulk Team Assignments (Now in Beta)
11:25 Why Realm Consolidation Matters (Avoid Paying Twice)
14:56 Realm Consolidation 101: Key Terms, Source vs Target Realms
18:18 Before You Transfer: Billing, Apps, ProConnect Tax & Other Gotchas
22:11 Choosing the Right Target Realm: Best Practices & Support Tips
24:11 Step-by-Step: How to Transfer Clients to the Target Realm
28:08 Wrap-Up: Is Consolidation Worth It? Next Workshop Teaser

When you have multiple clients, having a dashboard that gives you as an advisor insights into what is going on with your client's books without needing to investigate every client is working smarter, not harder. Rachel and Dan discuss the Client Insights feature in Intuit Accountant Suite and how this helps accountants.

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 Workshop Overview
01:20 Books Close Feature Issues and Updates
03:55 Books Close Playbook and Resources
08:42 Client Insights Overview
12:06 Client Insights Customization and Features
17:22 Client Insights Practical Applications
20:21 Conclusion and Next Week's Preview

One of the new features for Intuit Accountant Suite is Books Close. Rachel and Dan discuss this feature and how it can streamline key client workflows.

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 Technical Difficulties and Introductions
01:11 Intuit Accountant Suite Overview
03:37 Pricing and Features Discussion
04:51 Evolution of QuickBooks Online Accountant
06:38 Integration with External Apps
08:46 New Features and Tools
11:17 Comparing Internal and External Solutions
22:37 Core vs Accelerate Plans
30:44 Understanding Books Close and Its Features
33:42 Books Close Pricing and Beta Program Details
35:02 Navigating the Books Close Function
37:17 Templates and Preferences in Books Close
40:00 Transaction Review and Reconciliation
42:47 Final Review and Client Management
55:37 Comparing Books Close with Other Tools
56:14 Conclusion and Next Steps

Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the navigation changes in IAS Core vs QBOA

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 Greetings
00:33 Technical Difficulties and Streaming Issues
02:01 Introducing Intuit Accountant Suite
02:39 Navigating the New Interface
04:33 User Experiences and Feedback
05:44 QuickBooks Desktop App Discussion
09:52 Dashboard Customization and Widgets
18:07 Privacy and User Access
21:38 Navigation and Real Estate Challenges
26:31 UI Overhaul and App Integrations
27:23 QuickBooks Navigation Changes
31:04 Customization Options in QuickBooks
35:20 Client Management and Bookmarks
44:56 Global Header and Automation Features
53:58 Conclusion and Next Week's Preview

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