Workshop Wednesdays

Stay up to date on the latest QuickBooks payroll changes! We’ll break down new features, compliance updates, and tools for tracking employee costs and correcting paychecks. Perfect for accountants, bookkeepers, and business owners who want to keep payroll running smoothly and accurately.

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 Apologies
00:55 Today's Topic: QBO Payroll Updates
01:12 School of Bookkeeping's Course Offerings
03:19 Detailed Payroll Features and Changes
12:56 Payroll Agent and AI Integration
18:58 Conclusion and Viewer Interaction

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 Welcome
00:18 Scheduling Mishap and Time Zone Confusion
02:15 Personal Updates and Casual Conversation
03:19 QuickBooks Online Accountant Overview
04:59 Navigating QuickBooks Online Accountant
12:46 Inviting Accountants and Managing Clients
18:19 New Features and Enhancements
19:09 Firm ID Invitations and User Management
21:57 Invitation Process Overview
23:08 Handling Email Invitations
24:27 Client Access and Security
27:11 Managing Client Invitations
31:09 Custom Client Numbers
36:45 QBOA Visual Changes and Feedback
38:45 Conclusion and Final Thoughts

Reports are the backbone of an Accounting Pro and they have been getting an overhaul in QB Online. Rachel and Dan will be chatting about what's changing, and how to best navigate these changes while still supporting your clients during this transition.

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
00:28 The Importance of Modern Reports
00:54 Intuit Login Security Concerns
02:10 Hacking Vulnerabilities in QuickBooks
02:54 Real-Life Security Breaches
07:47 Multifactor Authentication Explained
18:42 Passkey: The New Security Feature
20:29 Multi-Factor Authentication Insights
23:39 The Importance of Unique Passwords
24:33 Introduction to Modern View Reports
26:27 Challenges with Classic Reports
28:43 Advantages of Modern Reports
30:50 Customization and Export Options
37:59 Feedback and Future Updates
38:58 Conclusion and Upcoming Topics

When the out of the box functions of QBO don't fit the mold, that's where custom fields come into play. Rachel and Dan will discuss the uses for Custom fields, the changes that occurred in July 2025, and the practical limitations of custom fields.

"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
00:25 Frustrations and Data Projects
01:00 Introduction to Custom Fields
03:30 Custom Fields in QuickBooks Desktop
06:02 Custom Fields in QuickBooks Online
09:11 Limitations and Enhancements
23:30 Customer Hub and AI Integration
31:19 Automation and AI in Accounting
37:36 Conclusion and Next Week's Topic

The Bank feed has changed (again) Rachel and Dan discuss the highlights of the new changes.

New Bank Feed Blog: https://www.schoolofbookkeeping.com/blog/AIBankFeed 

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday 

Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 

Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

00:00 Introduction to Workshop Wednesdays
00:45 The Importance of Bank Feeds in QuickBooks
03:42 Challenges and Flexibility in Bank Feeds
07:44 Adapting to Changes in QuickBooks
14:34 New AI-Powered Bank Feed Features
20:31 Exploring the New Bank Feed
20:45 Challenges with Smart Suggestions
21:48 AI and Technology in QuickBooks
25:50 Navigating the New Bank Feed Interface
28:11 Feedback and Improvements
38:59 Upcoming Topics and Conclusion

Converting Payroll from desktop to QB Online is a hit or miss. Dan and Rachel discuss best practices on sending payroll data over to QBO during initial conversion for best results.

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 to Workshop Wednesday
00:25 Exploring AI and Accounting
00:48 The Role of Chat GPT in Learning
03:17 Understanding AI Hallucinations
05:25 Converting QuickBooks Desktop to Online
07:11 Payroll Data Conversion Challenges
09:00 Steps for Successful Conversion
12:41 Detailed Conversion Process
17:16 Practical Tips and Workarounds
22:25 Admin Privileges and User Roles in QuickBooks
23:56 Connecting Intuit ID with QuickBooks Online
24:25 Payroll Conversion Challenges and Solutions
25:31 The Importance of Admin Association
26:12 Real-Life Payroll Setup Experiences
32:33 Understanding Intuit IDs and User Authentication
39:23 Upcoming Topics and AI-Powered Bank Feeds

Your invoices are your brand. They are one of the first things that your customers see. Making them professional and aligned with your brand in QB Online is.....Limiting. Yousif will join us to show how Method CRM can turn QBO into the Layout Designer we know and love from desktop.

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 Announcements
01:31 AI and Accounting Cohort
04:41 Sales Form Customizations Overview
07:31 QuickBooks Desktop Customizations
17:11 QuickBooks Online Customizations
22:58 Method CRM and Advanced Customizations
24:08 Introduction to Customizing Sales Forms
26:27 Dynamic PDF Printouts in Method
28:34 Bidirectional Sync with QuickBooks
31:44 Nonprofit and Industry-Specific Versions of Method
36:31 Advanced Customization and App Templates
42:10 Empowering Users with Method
47:48 Upcoming Workshops and Conclusion

Rachel and Dan discuss the Pricing Increase which, in part, is due to the launch of Intuit's AI Assist Agents throughout its ecosystem. We will breakdown which versions have what Agents, what they do and where adult supervision is necessary.

"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!!"

Rachel and Dan discuss the Pricing Increase which, in part, is due to the launch of Intuit's AI Assist Agents throughout its ecosystem. We will breakdown which versions have what Agents, what they do and where adult supervision is necessary.

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 Technical Difficulties
02:20 Travel Stories and QuickBooks Updates
04:34 AI Agents in QuickBooks: An Overview
12:38 QuickBooks AI Agents by Subscription Plan
20:33 Deep Dive into AI-Powered Accounting Agents
21:26 The Shift from Full Charge Bookkeeping to Client-Owned Data
25:24 Cautious Tips for Using AI in Accounting
25:59 Advanced Features of AI-Powered Accounting Agents
26:52 Exploring the Payments Agent
27:58 Finance Agent: Key Financial Insights
31:47 Project Management Agent in QuickBooks
33:35 Discoverability and User Interface Changes
36:09 Accountants' Perspectives on AI in Bookkeeping
42:11 Leveraging AI for Advisory Services
44:18 Upcoming Topics and Conclusion

If there's anything Accounting Pros like, it's change (NOT) Intuit has been rolling out a combined new shiny user interface, and they are A/B/C Testing it out. What does that mean for your clients, and more importantly...you as accounting professional.
Turn on screen reader support

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
00:34 Discussing Intuit's Recent Announcement
03:32 AI Agents in QuickBooks Online
06:34 New User Interface Prototypes
10:53 Navigational Changes and User Experience
14:58 Feedback and Concerns from Accountants
19:36 Exploring the Business Feed
20:53 Navigating Reports and Integrations
23:27 Automation and Discover Features
24:16 Tools and Payment Processing
26:56 Prototypes and User Interface Changes
31:54 Feedback and Future Updates
38:14 Conclusion and Next Week's Topic

Did you know that there is a limit to the number of emails you can send out of QuickBooks? Did you know you could send emails from your google outbox? Rachel and Dan are going to discuss these options on our next workshop!

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 CPE Credit Instructions
02:09 Welcome to Workshop Wednesday
03:01 Introducing Yusef and Crafting Clouds
03:44 Challenges with Emailing from QuickBooks
06:22 QuickBooks Email Limitations and Workarounds
13:19 Exploring Method CRM for Email Solutions
20:45 Exploring Email Status and Details
22:39 Customizing Email Tables in Your Apps
23:24 Integrating QuickBooks with Method for Email Campaigns
24:31 Email Setup Options and Recommendations
30:47 Advanced Email Customization and Automation
39:01 Conclusion and Future Workshops