Workshop Wednesdays

Join Rachel and Dan as we discuss updates to QB Payments features including Mobile Tap to Pay and Recurring Invoices

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
00:57 CPE Credit Information
01:53 QuickBooks Payments Overview
05:48 Payment Methods and Security
20:54 Recurring Invoices and Payments
34:45 Final Thoughts and Upcoming Topics

Price Levels and Price rules are an important part of customer relations. Some of the desktop options might not transfer over, or not exist at all. Rachel and Dan will discuss the pricing options in QuickBooks and we wil be joined by Yousif Hakim, a Method customization specialist, to chat about ways to augment custom pricing with Method CRM.

Learn about Method - https://snip.ly/Method 

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
00:48 Introducing the Guest: Yusef from Crafting Clouds
02:02 Upcoming Events and Announcements
03:05 Crafting Clouds: Background and Services
08:18 Challenges in Transitioning from QuickBooks Desktop to Online
10:16 Advanced Pricing in QuickBooks Desktop
15:18 Limitations of QuickBooks Online Pricing Rules
19:39 Method's Customization Options for Advanced Pricing
22:26 Introduction to Advanced Pricing Customization
23:14 Demonstrating the Advanced Pricing App
23:39 Creating and Applying Price Rules
26:55 Customization Flexibility and User Experience
31:56 Getting Started with Method
39:08 Customization Support and Resources
40:53 Conclusion and Final Thoughts

When you convert from desktop, one of the things you might need to address is a large amount of unbilled expenses that never was corrected in Desktop. Rachel and Dan will be joined by Shanna Quinn from East Orlando Bookkeeping to chat about the various ways to clean this up using a hidden tool in QBO or Saasant transaction to edit in bulk.

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 
Learn More about Saasant Transactions: https://snip.ly/saasant 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!

00:00 Introduction and Welcome
00:21 Meet Shanna Quinn
00:49 Contractors and Profit First
03:52 Job Costing in QuickBooks Online
05:50 Challenges with QuickBooks Conversion
07:09 Managing Billable Expenses
11:37 QuickBooks Desktop vs. Online
23:54 Invoice Generation Issues
24:25 QuickBooks Online vs Desktop
25:14 Using Sasan for Transaction Modifications
25:59 Challenges with Inactive Elements
27:43 Exporting and Modifying Transactions
29:03 Handling Unbilled Costs
31:33 Batch Processing with Sasan
34:55 Converting QuickBooks Files
44:00 Future Projects and Training
46:28 Closing Remarks

Rachel and Dan will chat about the various ways to support your clients by accessing their QuickBooks file in both Online and Desktop. We will be joined by our friends at QBox. Learn About QBox: https://snip.ly/SOBQBox 

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 
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
00:39 Introducing the Guest Speaker: Allison from Q Box
01:38 QuickBooks Online vs Desktop
02:32 Intuit's Policy Reversal on Tags
08:24 Upcoming Premier Cohort Announcement
09:48 Challenges with QuickBooks Desktop Collaboration
18:28 Challenges with Remote Access
19:14 Accountant's Copy Transfer Service
24:05 Cloud Hosting for QuickBooks Desktop
25:16 Introduction to Q Box
26:33 Q Box Features and Benefits
29:26 Cost Comparison: Q Box vs. Cloud Hosting
31:13 Expanding Service Areas with Q Box
33:18 Future of QuickBooks Desktop
34:34 Conclusion and Next Week's Topic

Ready to take control of your accounts payable, funding, and inventory? 🚀 Join Rachel and Dan to ""settle the score"" with inefficiencies and chaos. Michael O'Rourke from Settle joins us to discover unified tools that streamline workflows, optimize cash flow, and simplify inventory management—all in one platform.

Learn More about Settle: https://app.settle.co/a/schoolofbookkeepingcom 

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 
Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!

00:00 Introduction and Guest Welcome
00:45 Exploring Bill Pay Options
04:18 QuickBooks Online and Bill Pay History
12:46 Settle's Unique Features
18:19 Advanced Bill Pay Functionalities
21:08 Three-Way Auto Match and Document Linking
22:41 Identifying Non-Ideal Users for Settle
23:28 Credit Card Transactions and Future Plans
25:56 Settle's Integration Capabilities
31:26 The Genesis of Settle
37:31 International Payments and Currency Exchange
40:33 Conclusion and Next Steps

Rachel and Dan discuss the Tags feature that is being discontinued and what you need to do to migrate them to custom fields.

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 
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 Tax Deadline Reflections
01:02 Managing Personal and Client Finances
03:40 QuickBooks Tags Overview
05:12 Tags vs. Classes and Locations
10:50 Transitioning from Tags to Custom Fields
14:02 Custom Fields in QuickBooks Online
19:02 Third-Party Integrations and API Limitations
22:04 Adding Multiple Tags to Transactions
22:45 Opportunities for Accountants and Bookkeepers
23:28 Custom Fields and Historical Transactions
26:32 Right Tool for Migrating Tags
29:58 Limitations and Reporting Issues
34:13 Future of Tags and Historical Data
38:13 Conclusion and Upcoming Workshops

Rachel and Dan discuss the nuances of inventory tracking and how to turning off Inventory once it's been used.

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 and Workshop Overview
00:42 CPE Credits and Earmark
01:50 QuickBooks Online Inventory Management
02:49 Understanding Inventory Workflows
05:33 QuickBooks Online vs. Desktop
13:33 Product and Service Items in QuickBooks Online
18:40 Types of Items in QuickBooks Online
23:34 Adjusting Inventory Quantities and Values
26:07 Common Errors in Inventory Tracking
27:45 Nuances of Inventory Items in QuickBooks Online
31:21 Tracking Costs and Tariffs
38:15 Challenges with Cash Basis Reports
43:47 Final Thoughts and Upcoming Topics

Rachel and Dan will recap the process of moving QuickBooks Desktop Data to QuickBooks Online. We will discuss best practices and resources when it doesn't go as planned.

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 and Casual Banter
01:05 QuickBooks Desktop vs. Online
03:46 Migration Challenges and Considerations
08:09 Understanding Targets and Data Transfer
13:31 School Bookkeeping Resources
19:25 Live Conversion Walkthrough
23:20 QuickBooks Vendor and Payroll Setup
24:25 Importance of Data Backup and Verification
24:57 Starting the QuickBooks Online Tool
26:03 Handling Inventory in QuickBooks Online
29:26 Client Trials and Workflow Transition
31:06 New QuickBooks Migration Features
32:45 Post-Conversion Checklist and Resources
36:24 Import Summary Report and Troubleshooting
40:38 School of Bookkeeping Resources
44:37 Final Thoughts and Conclusion

Keeping track of what you or your client's did in QuickBooks is easily handled in the Audit Log. Rachel and Dan will cover the latest updates and change in the Audit Log

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 and Welcome
00:35 CPE Credits and Earmark Channel
01:18 QuickBooks Online Audit Log Overview
03:01 Practical Applications of the Audit Log
05:51 Exploring Audit Log Features
11:36 Understanding System Users in Audit Log
16:08 Filtering and Exporting the Audit Log
23:40 Limitations and Right Tool Features
36:17 Conclusion and Upcoming Topics

Dan and Rachel take a closer look at the Shopify, eBay, and Amazon connections in QBO and discuss their pros and cons.

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 
Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning - Your Way!! QuickBooks - Your Way!!

00:00 Introduction and CPE Credit Instructions
02:05 Welcome to Workshop Wednesday
02:42 Casual Conversations and Flexibility
03:36 Introduction to QuickBooks Commerce
05:38 E-commerce Fundamentals Course Overview
08:29 Connecting Sales Channels in QuickBooks
11:19 Challenges with E-commerce Accounting
26:47 Sales Orders and Inventory Management
31:13 Navigating QuickBooks Sales Orders
33:26 Understanding Inventory Management in QuickBooks
36:08 Exploring Inventory Count Features
41:45 Connecting Sales Channels in QuickBooks
44:36 Managing Payouts and Reconciliation
47:56 Insights on Amazon and Shopify Integrations
53:59 Concluding Thoughts and Future Updates