Workshop Wednesdays

Some types of businesses don't need every sale posted into QuickBooks. Sometimes the Point of Sale systems don't integrate properly into QuickBooks. Enter a Daily Sales Summary. Rachel and Dan discuss some best practices when creating a daily sales summary in QuickBooks Online

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 Conversation
01:28 Daily Sales Summaries: An Overview
03:11 Real-Time Bookkeeping and Accounting
05:25 Setting Up Daily Sales Summaries in QuickBooks
13:18 Handling Sales Tax in QuickBooks
28:26 Automating Daily Sales Summaries with Lightspeed
34:06 Conclusion and Upcoming Topics

Kate Josephine Johnson joins the workshop to discuss another option to QuickBooks for that might be a better fit for certain types of businesses. We'll discuss the 50,000 foot view comparison between Freshbooks and QuickBooks Online

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
00:23 Meet Kate Josephine Johnson
01:41 Kate's Journey with FreshBooks
05:36 Learning and Adapting to FreshBooks
09:24 FreshBooks vs QuickBooks: Key Differences
12:33 Ideal Clients for FreshBooks
14:33 Challenges and Limitations of FreshBooks
17:08 Community and Support in FreshBooks
21:15 Migration from QuickBooks to FreshBooks
33:29 Final Thoughts and Upcoming Events

Dan and Matthew discuss the position Accounting Professionals are put in as Intuit continues to evolve the ProAdvsior program and incorporate its own service offerings.

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 Host Change
01:15 Meet the Guest Host: Matthew Fulton
02:11 Matthew's Journey with QuickBooks
02:52 Intuit's Trainer Writer Network
04:01 Intuit's Relationship with Accountants
07:07 Challenges and Changes in QuickBooks
09:24 Exploring Alternatives to QuickBooks
14:08 The Future of Accounting Software
16:29 Intuit's Acquisitions and Integrations
31:27 Pricing Concerns and Smaller Businesses
35:05 Conclusion and Next Week's Preview

Rachel and Dan will be discussing the subtle nuances of managing your Intuit Login. Join us for a insightful discussion of making sense of logins at Intuit.

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 Conversations
00:21 Super Bowl Experience and Travel Stories
02:20 QuickBooks Enterprise Pricing Updates
06:35 Switching from QuickBooks Desktop to Online
09:15 Managing Intuit Logins
12:13 Understanding Intuit Login and Personas
24:58 Handling Disputes with QuickBooks Admins
26:15 Changing the Primary Admin in QuickBooks
27:45 Best Practices for QuickBooks Account Management
32:06 Managing Email Addresses in QuickBooks
35:59 Understanding QuickBooks Login Issues
47:29 Conclusion and Next Week's Preview

Rachel and Dan discuss bank statement fetching and other bank feed enhancements on QuickBooks online. 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 Earning CPE Credit
02:02 Welcome to Workshop Wednesday
03:56 Membership Levels Explained
06:18 QuickBooks Online Bank Feeds
12:30 Navigating QuickBooks Online Updates
16:39 App Transactions Overview
25:39 New Features in QuickBooks
26:19 Grouping Transactions for Easier Management
26:39 Automation and Transaction Details
27:22 Editable Date Field and Suggested Categorization
28:33 The Double-Edged Sword of Bank Feeds
29:12 Funny Side Story: Guessing Business Names
30:58 Challenges with Bank Feeds
37:26 Statement Fetching: A Game Changer
38:56 Managing Client Statements
42:25 Reconciling with Fetched Statements
47:18 The Importance of Proper Bank Feed Management
51:04 Conclusion and Final Thoughts

Ted McRae from MakersHub joins us at the workshop to discuss leveraging AI to provide value added services to your clients. 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 New Faces
00:25 Ted's Journey in the Tech World
01:39 Embracing AI in Bookkeeping
05:30 Practical Uses of AI Tools
08:58 AI as an Assistant and Future Prospects
24:55 Discovering Perplexity: A New AI Tool
25:12 AI and Toddlers: Understanding AI's Current State
28:45 AI Hallucinations and Practical Applications
30:03 Embracing AI in Accounting
37:01 Future of AI and Final Thoughts

New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the switch to QB Online with an Inventory Management Add-on, this series will be helpful to determine what features and workflows will work in a cloud based solution, and which ones don't.

This session will be focused on the workflows of making finished goods.

CPE Credit through Earmark - Check out all of our Prior Episodes here: https://bit.ly/SofBCPE 
Learn More About Katana Here - https://psref.katanamrp.com/SOBWorkshop 

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 

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

00:00 Introduction and Casual Conversations
00:43 Series Overview and Guest Introduction
01:49 Cloud-Based Solutions vs. Desktop Solutions
04:01 Katana's Cloud-Native Origins
06:16 Advantages of Real-Time Inventory Management
10:46 Katana's Product and Kit Management
17:58 Manufacturing Orders and Planning
24:08 Katana's Integration and Automation
31:57 Evaluating Software and Future Developments
41:31 Conclusion and Upcoming Topics

Join Rachel and Dan as they delve into the art of aligning two sets of books using a Trial Balance Template. In this insightful session, you'll learn how to make adjustment transactions that effectively draw a line between your financial records, ensuring accuracy and consistency. Whether you're a seasoned bookkeeper or just starting out, this tutorial will provide you with the essential skills needed to master the intricacies of financial reconciliation.

You can download the template here https://www.schoolofbookkeeping.com/pl/2148582121 

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 

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

Chapters:
00:00 Introduction and Earning CPE Credit
01:13 Welcome to Workshop Wednesday
01:42 Earmark CPE Credit Details
04:51 Introduction to QuickBooks and Tax Returns
09:42 Using the Excel Template for Adjustments
12:15 Practical Demonstration in QuickBooks
32:30 Final Tips and Best Practices
35:47 Conclusion and Upcoming Topics

In our continuing series of Enterprise to QuickBooks Online when Inventory is concerned, the journey to QuickBooks Online is easier said than done. Matt Sullivan from A Better Experience (ABX) joins us to discuss some best practices and real world use cases of making that journey as streamlined as possible.

Learn More About Katana Here - https://psref.katanamrp.com/SOBWorkshop 

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 

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

E-mails are a time suck!! Emails get lost, fall through the cracks and take a lot of time and effort to respond to. With the magic of AI there is a new tool that will allow you to make quick work of your Inbox. Dan and Rachel talk about this tool - Fyxer

Sign up for a free trial and get an extended trial here: https://fyxer.ai?r=dan26&src=REFERRAL&location=DASHBOARD 

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 

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

00:00 Festive Introduction and Holiday Preparations

02:07 Discussing Email Management Challenges

04:38 Email Management Strategies and Tools

14:48 Exploring Fyxer: An Email Management Tool

32:36 Concluding Thoughts and Holiday Wishes