Workshop Wednesdays

Rachel and Dan will be discussing what happens to Inventory when migrating from QuickBooks Desktop to QuickBooks Online. We discuss the nuances and talk about some best practices.

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 Banter

01:06 Technical Difficulties and Background Changes

02:39 Inventory Management: Desktop vs. Online

04:51 Advanced Inventory Features and External Apps

08:40 Cost Calculation Methods in QuickBooks

21:08 Negative Inventory and Migration Challenges

28:34 Inactivating Items and Migration Considerations

38:05 Conclusion and Upcoming Topics

Rachel and Dan will be discussing the unique Nuances of the Accounts Receivable account type 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 

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

00:00 Introduction and Holiday Greetings

01:31 Workshop Wednesday CPE Credit Announcement

03:16 Challenges with Accounts Receivable in QuickBooks

07:42 Understanding Accounts Receivable

16:55 Differences Between QuickBooks Desktop and Online

17:35 Handling Multiple Accounts Receivable

26:11 Cash Basis vs. Accrual Basis Accounting

35:23 Best Practices for Managing Discounts and Credits

39:48 Conclusion and Final Thoughts

Dan discusses a recent desktop conversion issue that was about to go south unless he found a solution. Enter Method CRM, Shane Li and team helped create the customizations needed without disrupting the apple cart in QBO.

Start a Free Trial with Method Here - https://method.me/refer?referid=9FeLBnSGimpMYcMgqCntLw%3d%3d 

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 Guest Introduction

01:33 Shane's Role at Method CRM

02:12 Rachel's Impression of Method CRM

03:59 Method CRM Overview

05:27 Client Emergency at Intuit Connect

08:00 Customization Challenges with QuickBooks Online

11:06 Discovering Method CRM's Capabilities

14:22 Method CRM's Customization and Integration

24:00 Pricing and ERP-Level Support

26:29 Onboarding and Customization Experience

36:09 Final Thoughts and Conclusion

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 workflows might be better suited for a could based solution.

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 Welcome

01:11 Forced Upgrade and Initial Reactions

01:52 Restream and New Studio Features

02:52 User Feedback and Update Challenges

05:22 Warehouse Management Overview

09:10 Barcode Implementation in QuickBooks

16:32 Katana's Barcode and Warehouse Solutions

31:53 Conclusion and Next Steps

Rachel and Dan will be joined by our friends at MakersHub to discuss their newest enhancement to their platform - PO Matching. Join us as we casually discuss the serious workflow improvement.

Learn More About MakersHub Here - https://www.qbpowerhour.com/makershub 

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 Welcome

00:22 Meet the Team

00:50 Overview of Makers Hub

02:59 Understanding Purchase Order Matching

04:29 Real-World Implications and Use Cases

09:01 Three-Way Matching Explained

12:02 Challenges in PO Matching

17:40 Makers Hub's Innovative Solution

20:12 Demo of New Functionality

23:11 Billing Discrepancies and Reconciliation

23:46 User Feedback and System Design

26:02 Electronic Payments and Auto Pay

26:58 PO Driven Procurement Process

28:07 Handling Recurring Transactions

35:16 Matching and Approving Bills

39:53 Manual Bill Creation from PO

41:36 Integration with QuickBooks and Other Tools

42:05 Final Thoughts and Q&A

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 workflows might be better suited for a could based solution.

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 Guest Introduction

00:55 Overview of Inventory Management Solutions

02:07 Challenges in Cost Calculation

06:42 Methods of Cost Calculation

11:00 Katana's Approach to Cost Calculation

17:20 QuickBooks Cost Calculation Options

21:28 FIFO and Inventory Aging Reports in QuickBooks

24:08 Batch Tracking and Costing Methodology

24:47 Managing Expiration Dates and Inventory Decisions

27:09 Introduction to Landed Costs

29:24 Applying Landed Costs in Katana

32:06 Comparing Katana and QuickBooks

38:02 Advanced Landed Cost Scenarios

41:16 Conclusion and Upcoming Topics

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 workflows might be better suited for a could based solution.

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 Welcome

00:24 Feature Comparisons: QuickBooks vs Katana

02:54 Understanding Inventory Management

05:23 The Importance of Implementation Partners

07:03 Exploring Traceability in Inventory Systems

11:00 Deep Dive into Katana's Traceability Features

27:09 Real-Time Data and Reporting in Katana

41:42 Conclusion and Upcoming Topics

Join Rachel and Dan this Wednesday as we take a careful look into the Intuit Enterprise Suite, a tool that could potentially transform your business operations. Whether you're a small business owner or an accountant, understanding the suite's capabilities is crucial for streamlining your bookkeeping and financial management processes.

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 Welcome

01:15 Recap of Recent Events and Challenges

04:51 Unpacking the Intuit Enterprise Suite

06:43 Understanding Intuit's Branding Strategy

11:52 Features and Benefits of Intuit Enterprise Suite

28:20 Pricing and User Access Details

44:48 AI Integration and Future Prospects

55:49 Conclusion and Upcoming Topics

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 workflows might be better suited for a could based solution.

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 

BOGO - Buy QBO Advanced and get Schoolofbookkeeping included!! Learn more here https://www.schoolofbookkeeping.com/bundle 

Take advantage of 30% off the QBO MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-101114 

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

00:00 Introduction and Workshop Overview

01:30 Inventory Management Challenges

01:58 Introducing Shawn and Katana

03:24 Community Announcements and Challenges

08:23 Advanced Inventory Workflows in QuickBooks

10:21 Katana's Inventory Management Features

23:42 Setting Up Inventory Locations and Bins

37:35 Efficiencies in Inventory Management

42:32 Stock Transfers and Future Enhancements

50:37 Conclusion and Upcoming Topics

Join us this Wednesday for an informative workshop hosted by Dan DeLong and Rachel Dauchy, where we'll dive deep into the shipping label feature in QuickBooks Online. Whether you're an accounting professional or a small business owner, this session will equip you with the knowledge to streamline your shipping processes and enhance your business efficiency.

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 

BOGO - Buy QBO Advanced and get Schoolofbookkeeping included!! Learn more here https://www.schoolofbookkeeping.com/bundle 

Take advantage of 30% off the QBO MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-101114 

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

00:00 Introduction and Technical Glitches
02:19 Overview of QuickBooks Online Shipping Feature

04:44 Community and Social Media Challenges

10:42 Deep Dive into QuickBooks Online Shipping Setup

12:26 Practical Demonstration of Shipping Labels

17:46 Advanced Shipping and Integration Tips

32:43 Upcoming Workshops and Conclusion