Workshop Wednesdays

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

One of the more common misconceptions of QB Online is that it doesn't handle Job Costing. Times (and tech) has changed and Shanna Quinn from East Orlando Bookkeeping has built her entire practice doing just that. We'll be discussing our new partnership and how you can participate in an upcoming series at schoolofbookkeeping with Shanna.

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 to Workshop Wednesday
00:24 Meet Shauna Quinn: The Job Costing Ninja
01:25 Shauna's Journey into Construction and Job Costing
04:58 Challenges in the Construction Industry
08:15 Understanding Job Costing
09:37 Importance of Accurate Job Costing
11:51 Client Experiences and Common Issues
20:27 QuickBooks for Job Costing
23:21 Introduction to Job Costing in QuickBooks
24:36 Different Types of Job Costing
25:18 Using Classing and Third-Party Products
26:29 Approval Processes and Legal Requirements
27:01 Payroll and Job Costing Integration
28:43 Cost Codes vs. Chart of Accounts
29:47 Generating Invoices and Cost Codes
34:43 Project Center in QuickBooks
37:37 Future Plans and Community Building
44:10 Upcoming Workshops and Conclusion

Discover what’s new for accountants and admins in QuickBooks Online. We’ll cover enhanced role-based access, organizing clients with custom IDs, and the latest improvements to the batch migration tool for moving from Desktop to Online.

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 Technical Difficulties and Small Talk
01:57 Workshop Overview and Topic Introduction
02:21 Understanding Square and QuickBooks Integration
05:12 New User Interface and App Terminology
06:52 Square Integration: Practical Insights
14:04 Square Connector: Features and Benefits
32:20 Conclusion and Upcoming Workshops

QBO is only as secure as your login, and there are vulnerabilities that Bad Actors are exploiting causing lost productivity time and fraud to you and your clients. We'll be discussing the concern, identifying the loopholes bad actors are taking, and give you practical steps to secure you and your client's login.

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 Casual Setup
00:38 Today's Topic: Login Security
02:57 Revenue Share Announcement
07:57 Understanding Intuit Login Security
11:34 Real-Life Fraud Stories
14:10 ProAdvisor Profile Vulnerabilities
20:35 Preventive Measures and Best Practices
26:39 Introduction to Email Security Measures
27:03 Creating a Backup Admin Account
27:50 Setting Up Alias Email Addresses
28:34 Implementing Proposal-Only Users
30:24 Google Workspace Configuration
32:45 Final Steps and Best Practices
38:07 Discussion on Practice Protect and Right Works
47:07 Inviting Accountants via Firm ID
54:11 Concluding Thoughts and Future Topics

Get the scoop on recent inventory management enhancements in QuickBooks. We’ll showcase new add-ons, expanded access, and how to handle the sunset of shipping label features—plus tips for optimizing your product tracking workflows.

"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 Workshop Overview
00:24 QuickBooks Inventory Updates
01:24 Managing Inventory in QuickBooks Online
05:36 Product Variances and SKUs
12:38 Intuit's Trade Gecko Acquisition and Commerce Integration
14:39 New Features and Sales Channel Integration
22:17 Batch Import Overview
22:54 Handling Product Variances
23:17 Parent and Child Product Structure
24:28 Creating and Managing Variants
26:33 Practical Example: Adding a T-Shirt
32:35 Connecting Sales Channels
34:51 Inventory Add-On and Pricing
37:58 Discontinuation of Shipping Label Feature
42:41 Final Thoughts and Conclusion

Explore the newest updates to QuickBooks payments and approval workflows. We’ll cover smarter bill pay approval, recurring payments, and changes that help you get paid faster and with less hassle. Ideal for anyone managing accounts payable or receivable in QuickBooks Online.

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 Workshop Overview
01:24 Technical Difficulties and Blog Updates
02:15 QuickBooks Payments and Updates
05:04 Proposal Software and QuickBooks Integration
14:13 Convenience Fees and Payment Methods
23:16 QuickBooks Payments Agent and Cash Flow Management
26:05 Late Fees and Payment Terms
27:34 QuickBooks Payment Insights
27:54 AI-Powered Email Communication
29:18 Deposits and Unearned Revenue
30:16 QuickBooks Bill Pay Features
32:27 Setting Up a New QBO Company
34:29 Bill Pay Basic and Premium Options
41:25 Streamlining Bill Payments with QuickBooks
47:03 Conclusion and Upcoming Events