Dan DeLong And Rachel Dauchy

Shows

Workshop WednesdaysNew AI Powered Bank FeedThe 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 Wednesdays00:45 The Importance of Bank Feeds in QuickBooks03:42 Challenges and...2025-07-3041 min

Workshop WednesdaysConverting Payroll into QB Online from DesktopConverting 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...2025-07-2344 min

Workshop WednesdaysIntuit Assist and AI Agents in QuickBooks OnlineRachel 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 Sch...2025-07-0947 min

Workshop WednesdaysEmailing out of QuickBooks Online - Options and LimitsDid 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.sch...2025-06-1142 min

Workshop WednesdaysQB Payments Enhancements - Tap to Pay and Recurring PaymentsJoin 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 Greetings00:57 CPE Credit Information01:53 QuickBooks Payments Overview05:48 Paym...2025-06-0440 min

Workshop WednesdaysDiscounts and Price Levels and Sales (OH MY) Advanced Pricing in QuickBooks OnlinePrice 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 B...2025-05-2243 min

Workshop WednesdaysClearing out Billable Expenses [5.14.25]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 Sc...2025-05-1549 min

Workshop WednesdaysWhy QuickBooks Client Access Is Easier Than You Think [Workshop - 5/7/2025]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...2025-05-0935 min

Workshop Wednesdays"Settle" the Score: Unified Tools for AP, Funding, and Inventory MasteryReady 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...2025-04-3043 min

Workshop WednesdaysNo More Tags: Replacing Tags with Custom Fields in QBORachel 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/bun...2025-04-1640 min

Workshop WednesdaysThe Nuances of Inventory Tracking in QuickBooks OnlineRachel 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 Overview00:42 CPE Credits and Earmark01:50 QuickBooks Online Inventory Management02:49 Understanding Inventory Workflows05:33 QuickBooks Online vs. Desktop...2025-04-0949 min

Workshop WednesdaysUpdates to QuickBooks Desktop MigrationRachel 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 Banter01:05 QuickBooks Desktop vs. Online03:46 Migration Challenges and Considerations...2025-04-0248 min

Workshop WednesdaysAudit Log UpdatesKeeping 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 Welcome00:35 CPE Credits and Earmark Channel01:18 Qui...2025-03-2638 min

Workshop WednesdaysShopify and Amazon Commerce ConnectorDan 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...2025-03-1955 min

Workshop WednesdaysRecording Daily Sales Best Practices in QuickBooksSome 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 0...2025-03-1237 min

Workshop WednesdaysIntuit Login Best Practices: Logins, Emails, and MFAs (Oh My)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 Conversations00:21 Super Bowl Experience and Travel Stories02:20 QuickBooks Enterprise Pricing Upd...2025-02-1250 min

Workshop WednesdaysBank Feed Enhancements Statement Fetching And Other Bank Feed ImprovementsRachel 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 Learning00:00 Introduction and Earning CPE Credit02:02 Welcome to Workshop Wednesday03:56 Membership Levels Explained06:18 QuickBooks Online Bank Feeds12:30 Navigating QuickBooks Online Updates16:39 App Transactions Ove...2025-02-0551 min

Workshop WednesdaysFeature Comparison - QB Enterprise with Katana - Building ThingsNew 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 L...2025-01-2251 min

Workshop WednesdaysDrawing the Line: Aligning QBO with a Tax ReturnJoin 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 B...2025-01-1536 min

Workshop WednesdaysEmail Avalanche No More! - Your Essential Toolbox for Inbox ControlE-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: h...2024-12-1935 min

Workshop WednesdaysInventory considerations when Migrating to QuickBooks OnlineRachel 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 Co...2024-12-1742 min

Workshop WednesdaysNavigating the Subtle Nuances of Accounts Receivable in QuickBooks OnlineRachel 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 Ac...2024-12-1641 min

Workshop WednesdaysAdding Method to the MadnessDan 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...2024-11-2040 min

Workshop WednesdaysQB Enterprise vs. Katana - Warehouse Management (Pick/Pack/Ship)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, B...2024-11-1533 min

Workshop WednesdaysMakersHub New Features - PO MatchingRachel 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...2024-11-0746 min

Workshop WednesdaysAdvanced Inventory Workflows with Katana - FIFO and Landed CostNew 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, B...2024-10-2445 min

Workshop WednesdaysAdvanced Inventory Workflows with Katana - Item Tracability - Serial #'s and Lot #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, B...2024-10-1043 min

Workshop WednesdaysWhat is Intuit Enterprise SuiteJoin 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 Re...2024-10-0259 min

Workshop WednesdaysAdvanced Inventory Workflows with Katana - Multiple LocationsNew 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, B...2024-09-2653 min

Workshop WednesdaysPrinting Shipping Labels directly in QuickBooks OnlineJoin 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.s...2024-09-1133 min

Workshop WednesdaysWhat's New? Inventory Turnover Reports in QuickBooks Desktop EnterpriseRachel and Dan will be discussing some new features in QuickBooks Desktop including the Inventory Turnover report. 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 - K...2024-09-0531 min

Workshop WednesdaysUsing Spreadsheet Sync to Make Bulk Edits in Quickbooks OnlineIn this Workshop Wednesday session, hosted by Dan DeLong and Rachel Dauchy, attendees are guided through the usage of Spreadsheet Sync, a powerful tool integrated within QuickBooks Online Advanced. The session aims to streamline bulk editing processes, particularly for list elements and transactions within QuickBooks Online, focusing on a practical use case for inventory management. Key Topics Covered: 1. Introduction: Dan introduces the session, emphasizing the benefits of using the Spreadsheet Sync module to consolidate resources for QuickBooks Online users. 2. Inventory Management: The presenters discuss a frequent inventory issue where users want to convert in...2024-08-2940 min

Workshop WednesdaysHandling Fixed Assets in All versions of QuickBooks OnlineRachel and Dan will be joined by Ash Beetson from nettTracker to demonstrate how to manage Fixed Assets and more with this powerful and robust Accounting tool! 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 Use Promo Code SCHOOL2024 to get access to nettTracker for a full 90 days at https://www.nett-tracker.com BOGO - Buy QBO Advanced and get Schoolofbookkeeping included!! Learn more here https://www.schoolofbookkeeping.com/bundle Brought to you by h...2024-08-0846 min

Workshop WednesdaysHandling Fixed Assets in QBO AdvancedRachel and Dan will discuss Handling and Depreciating Fixed Assets in QBO Advanced. 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 Elite 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 2024-07-2638 min

Workshop WednesdaysHandling PayPal with Multi-Currency DemonstrationRachel and Dan will demonstrate the Multi-currency nuances with Online sales channels and how PayPal can play a factor on that 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 0:00 Introduction and Workshop Overview 00:32 Challenges with PayPal and Multi-Currency 01:16 Analyzing a PayPal Transaction 03:11 Recording Transactions in QuickBooks 08:26 Handling Refunds and Exchange Rates 16:55 Fi...2024-07-1817 min

Workshop WednesdaysHandling PayPal with MulticurrencyRachel and Dan will discuss the Multi-currency nuances with Online sales channels and how PayPal can play a factor on that 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 Casual Setup 01:45 Meet Ozzy: The New Puppy 02:17 Intuit Layoffs and AI Investments 07:55 The Impact of AI on Accounting Firms 10:28 Multi-Currency Challenges with Pa...2024-07-1132 min

Workshop WednesdaysUsing Bookkeep to Handle PayPal and QuickBooks OnlineRachel and Dan will welcome Jason Richelson, Founder of Bookkeep to show how utilizing Bookkeep to integrate PayPal into QuickBooks Online can streamline this process. Schoolofbookkeeping and our friends and Complete Business Group have teamed up with Bookkeep. Learn More about Bookkeep and create your free Bookkeep Accountant Dashboard here: https://www.bookkeep.com/partners/complete-business-group/ 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 ...2024-06-2756 min

Workshop WednesdaysReconciling PayPal DemonstrationRachel and Dan will discuss some best practices and workflows when reconciling PayPal accounts. Rachel will demonstrate actually reconciling the PayPall account. 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 0:00 Introduction and Technical Glitches 01:11 Understanding PayPal Bank vs. PayPal Clearing 06:06 Reconciling PayPal Transactions 12:16 Complexities of PayPal Reconciliation 27:17 Understanding Expense Rules 27:49 Terminology Confusion in Accounting...2024-06-1456 min

Workshop WednesdaysPayTraQer Overview and QuickBooks Pricing UpdatesRachel and Dan will discuss this option to bring in transactions into QuickBooks Online from Square, Stripe, PayPal and Clover 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 0:00 Introduction and Greetings 00:23 Baseball Season and Personal Updates 00:54 Challenges with PayPal and Multi-Currency 03:17 Introduction to PayTracker 07:22 Using PayTracker with Stripe 17:35 QuickBooks Pricing Changes 25:52 Pro...2024-06-1447 min

Workshop WednesdaysReconciling PayPal - Best PracticesRachel and Dan will discuss some best practices and workflows when reconciling PayPal accounts. 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 Conversation 01:06 Challenges of Reconciling PayPal 02:13 Importance of Accepting Multiple Payment Methods 06:53 Classifying PayPal in QuickBooks 10:47 Best Practices for Managing PayPal Balances 1 6:48 Handling Transfers and Expenses in PayPal 22:09 Complexities of Mu...2024-05-3048 min

Workshop WednesdaysNew Invoice Experience in QuickBooks Online#sarcasm Yay!! There's a new Invoicing experience in QuickBooks Online!! This new "experience comes with som new features, but takes away some existing functionality. Rachel and Dan unpack what you can, and now what you can't do so you can get experienced in this new experience. 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 2024-05-1648 min

Workshop WednesdaysUnapplied Cash Payment - Fundamental TruthMany times Unapplied cash payment is questionsed and never answered. Rachel and Dan will discuss this account, how it got there, and what you can do to remedy it. 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 2024-05-1041 min

Workshop WednesdaysQB Live Assisted AnnouncementRachel and Dan discuss the recent announcement on QB Live Assisted offering and what it could mean to the accounting profession.2024-04-2545 min

Workshop WednesdaysE-Commerce Fundamentals - WeIntegrate DemoDan and Rachel are adding to up their series of discussions and putting it all together to discuss about the accounting best practices in e-Commerce. This week we will have a special demo from a Shopify Integration Platform - WeIntegrate 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 Take advantage of 30% off the MSRP when you sign up through us today! https://qu...2023-12-141h 05

Workshop WednesdaysE-Commerce Fundamentals - E-Commerce AccountingDan and Rachel are wrapping up their series of discussions and putting it all together to discuss about the accounting best practices in e-Commerce. We'll discuss how best to account for sales, discounts, refunds, shipping, and COGS in order to make best sense of e-Commerce Activities in QuickBooks. 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning Take advantage of 30% off the MSRP wh...2023-09-0949 min

Workshop WednesdaysE-Commerce Fundamentals - Shipping & FulfillmentJoin Dan DeLong and Carrie Kahn as they dive into Shipping & Fulfillment. Getting your product to your customer after purchase is very important. Learn today the best practices for Shipping & Fulfillment when selling 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning Take advantage of 30% off the MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?ci...2023-08-3043 min

Workshop WednesdaysE-Commerce Fundamentals - Online Sales ChannelsTake a ride in the shopping cart with Dan DeLong and Carrie Kahn as they dive into handling Online Sales Platforms. Having a lot of Sales Platforms can be a daunting task. Learn today how to make that a more manageable process for you and your business! 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning Take advantage of 30% off the MS...2023-08-2433 min

Workshop Wednesdayse-Commerce Fundamentals - Managing InventoryJoin Dan DeLong and Rachel Dauchy as they dive into handling Inventory within your E-Commerce Business. Knowing what you have on hand to sell at any given point is crucial for a business. Learn today the best practices for managing your inventory when selling virtually! 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning Take advantage of 30% off the MSRP when yo...2023-08-1740 min

Workshop WednesdaysE-Commerce Fundamentals - Setting up your Business for e-CommerceJoin Dan DeLong and Carrie Kahn as they dive into "Setting up your Business for e-Commerce" with guest Rachel Dauchy. Stay ahead with flexible technology that empowers you to sell globally and connect locally. 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning Take advantage of 30% off the MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?ci...2023-08-0430 min

Workshop WednesdaysE-Commerce Fundamentals - OverviewJoin Dan DeLong and Carrie Kahn as they dive into "What is E-Commerce" and what that means for your business. E-Commerce is where your business transactions are conducted electronically on the internet. Join us to find out what you can and can't sell on the internet! 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning Take advantage of 30% off the MSRP wh...2023-07-2727 min

Workshop WednesdaysQBO Advanced - Handling Revenue RecognitionJoin Dan DeLong and Carrie Kahn as they dive into handling revenue recognition in QBO Advanced. Revenue Recognition is a generally accepted accounting principle (GAAP) that defines how and when you recognize revenue. For all businesses on an accrual basis, revenue is recognized when it’s earned, not when money is exchanged. A common scenario for this is a pre-paid or subscription service. 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/forms/2147836724 Brought to you...2023-07-1938 min

Workshop Wednesdays2023 Scaling New Heights RecapJoin Dan DeLong and Carrie Kahn as we recap Scaling New Heights! Let us share with you exciting updates from our partners from our action packed couple of days. 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning Take advantage of 30% off the MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-101114 2023-07-0500 min

Workshop WednesdaysQuickBooks Pricing Updates (Again)- June 2023Join Dan DeLong and Carrie Kahn as we unpack the Pricing update news for June 2023 regarding Quickbooks Online, QuickBooks Online Payroll, and QuickBooks Online Payments. Matthew Fulton from QB Community Live will also be on-hand to share his insights. Take advantage of 30% off the MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-101114 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/forms/2147836724 Brought to you by...2023-06-1432 min

Workshop WednesdaysNew QB Online Account, New Payment Account DemoJoin Dan DeLong and Carrie Kahn live as they demonstrate "New Payments Account Created With New QBO Subscriptions". We will help you understand the payments account creation through new QBOs and how you can save signing up through us today! (Even if you don't use the software you are signed up! Might as well take advantage while you can!) Take advantage of 30% off the MSRP when you sign up through us today! https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-101114 Workshop Wednesdays is a free live discussion about topics affecting Accountants, Bookkeepers, and Business O...2023-06-0522 min

Workshop WednesdaysResolving Disputes with QB Payments: A Comprehensive GuideAs a business owner, it's essential to know how to handle payment disputes effectively to maintain a positive relationship with your customers and protect your business. Join Dan DeLong and Carrie Kahn live to discuss "Resolving Disputes with QB Payments". We will cover Intuit's new dispute protection service and how it can benefit you. 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 2023-05-1132 min

Workshop WednesdaysMake QuickBooks Quicker with with RightTool ProHector Garcia and Mark Corum join Dan DeLong and Carrie Kahn, were they will introduce you to RightTool - the ultimate productivity solution for accounting professionals. Whether you're a freelance accountant, a small business owner, or part of a large accounting firm, RightTool can help you streamline your workflow and simplify your daily tasks. We'll show you how RightTool can help you manage your projects, track your time, and collaborate with your team members more efficiently. You'll learn how to use its powerful features to stay organized, set goals, and automate your workflow, so you can focus on what...2023-05-0559 min

Workshop WednesdaysRightTool Free EditionDan DeLong and Carrie Kahn are joined by Mark Corum live to discuss, "RightTool FREE edition". RightTool FREE edition is a Chrome extension that improves your QuickBooks Online workflows from Collapsible Right Navigation bar, ALL SHORTCUTS & ALL REPORTS (AT YOUR FINGERTIPS), Font Size Modifier, and many more features. With all this at your fingertips, what can you accomplish? APP URL: https://righttool.app/free RightTool belongs to Accounting Pro Tools LLC, a partnership between Hector Garcia CPA and MonkBe LLC (lead by Mark Corum). Workshop Wednesdays are a free live discussion a...2023-04-2735 min

Workshop WednesdaysSales Tax Fundamentals - IntroCome join Carrie Kahn and Daniel DeLong discuss Sales Tax Fundamentals. Joining us for the conversation will be Travis Hussey from Avalara. 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/forms/2147836724 Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 2022-10-1929 min

Workshop WednesdaysConverting QuickBooks Online to DesktopCarrie and Dan discuss converting Quickbooks Online to QuickBooks Desktop 2021-10-1540 min

Workshop WednesdaysImport Bank Statements in seconds with MoneyThumbCarrie and Dan are joined by Ryan Campbell of MoneyThumb to talk about this powerful tool and how is can make quick work of a laborious task. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live Here Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-09-0236 min

Workshop WednesdaysCopying data from one QB Online Subscription to AnotherCarrie and Dan discuss how to copy a QBO company from one QB Online subscription to another with or without desktopWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-08-1336 min

Workshop WednesdaysRound Tripping QuickBooks Data from Mac to WindowsCarrie and Dan discuss weekly topic that affect QuickBooks Online and Desktop. In this Workshop we demonstrate how to send a company file back and forth between QuickBooks for Mac and Windows.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusiness or register for the webinar at https://bit.ly/SOBWWWBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-07-2837 min

Workshop WednesdaysConverting QB Online to DesktopCarrie and Dan walk through and demonstrate how to convert a QB Online file to back to desktopWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO Facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-07-2340 min

Workshop WednesdaysConverting Desktop to OnlineDan discusses and demonstrates how to convert a QB desktop File to QB Online.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-07-2319 min

Workshop WednesdaysAccountant's CopyCarrie and Dan discuss how to work with clients in QB desktop using an Accountant's CopyWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-06-1036 min

Workshop WednesdaysFind and Fix Incorrectly Entered Sales Tax PaymentsCarrie and Dan discuss how to correct incorrectly recorded sales tax checksWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-04-0530 min

Workshop WednesdaysChecks and Special ChecksCarrie and Dan talk about one of the foundational transactions in QuickBooks, the check, and the special versions of this type of transactionWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate livehttps://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-03-2423 min

Workshop WednesdaysAccountant Tools - Adjusting Journal EntriesCarrie and Dan begin a series on accountant tools and talk about creating adjusting journal entries in QB desktopWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate livehttps://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-03-1824 min

Workshop WednesdaysClean Up on Aisle 9!! Quoting Cleanup WorkClean up work is a big part of what accounting professionals do. Carrie and Dan discuss ways to talk with client to price it out so neither of you are surprised.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate livehttps://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-03-0424 min

Workshop WednesdaysCleanup work - Getting Clients to respond to your requestClean up work is a big part of what accounting professionals do. Carrie and Dan are joined by Chris Farrell and Alison Ball to discuss ways make quick pork of clean up work by having your clients be able to respond to your requests in a timely mannerWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate livehttps://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-03-0444 min

Workshop WednesdaysInventory Part 2 - I Buy Stuff, I Build Stuff, I Sell Different StuffCarrie and Dan continue the series of Workshops talking about Inventory. In this workshop we talk about a little more complex inventory situations: Building Raw materials and Selling finished Goods.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate livehttps://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-03-0427 min

Workshop WednesdaysInventory Part 3 - I Buy Stuff, I Need to Track My Stuff, Other People Move My StuffCarrie and Dan continue wrap up the series of Workshops talking about Inventory. In this workshop we talk about a the most complex inventory situations: Tracking Inventory in multiple locations.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate livehttps://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-03-0424 min

Workshop WednesdaysWriting Off InvoicesCarrie and Dan discuss how to clear off old open invoices and other clean up of Accounts Receivable in this live workshopWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-02-1824 min

Workshop WednesdaysInventory - Part 1 - "Buy Stuff/Sell Stuff"Carrie and Dan kick off a new series of Workshops talking about Inventory. In this we talk about Simple Inventory:Buying and Selling Goods.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate livehttps://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-02-1822 min

Workshop WednesdaysHow to handle NSF Checks in QuickBooks Desktop and Online (Bounced Checks)Carrie and Dan discuss handling NSF Checks in QuickBooks Desktop and Online.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-02-0428 min

Workshop WednesdaysHandling Barter TransactionsCarrie and Dan discuss handling barter transactions in QuickBooks Desktop and Online.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-02-0423 min

Workshop WednesdaysHandling Customer DespositsCarrie and Dan discuss creating handling upfront deposits and retainers in QuickBooks Desktop and Online.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-02-0426 min

Workshop WednesdaysHandling Consignment TransactionsCarrie and Dan discuss handling Consignment transactions in QuickBooks Desktop and Online.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-02-0421 min

Workshop WednesdaysThe Secrets of Undeposited FundsCarrie and Dan talk about the Undeposited funds account and some of the ways to clean it upWorkshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-02-0426 min

Workshop WednesdaysLeveraging PartnershipsCarrie and Dan discuss creating strategic partnerships in your practice. How you can work with others to build your own business.Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Join the ABBO facebook group to participate live https://www.facebook.com/groups/AccountantsBookkeepersBusinessBrought to you by http://www.schoolofbookkeeping.com - Keep Learning 2021-02-0423 min