Workshop Wednesdays

Dan DeLong and Rachel Dauchy

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BUSINESS
UPDATED BIWEEKLY

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. It's casual conversations for serious workflows! Watch the Live Stream on our YouTube Channel, Facebook Page or on our website at https://www.schoolofbookkeeping.com/workshop-wednesday. Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

FEB 18

Intuit Accountant Suite is the New QBOA: Pt. 5: Future Roadmap

Intuit Accountant Suite has some features on the horizon that will enable accounting professionals to leverage insights for the clients and their firm. Rachel and Dan take a peak at some of those features on the horizon. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 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 Welcome Back + Series Recap: Intuit Accountant Suite Updates01:32 What’s New in Beta: Intuit Intelligent Agents (AI Companion)03:08 Prompts, Pricing, and Core vs Accelerate Differences05:50 Coming Soon: Client Portfolio Comparisons & Client-Level Insights07:00 Future Roadmap: Capacity Planning with Payroll, Time, and Alerts10:51 User Groups & Bulk Team Assignments (Now in Beta)11:25 Why Realm Consolidation Matters (Avoid Paying Twice)14:56 Realm Consolidation 101: Key Terms, Source vs Target Realms18:18 Before You Transfer: Billing, Apps, ProConnect Tax & Other Gotchas22:11 Choosing the Right Target Realm: Best Practices & Support Tips24:11 Step-by-Step: How to Transfer Clients to the Target Realm28:08 Wrap-Up: Is Consolidation Worth It? Next Workshop Teaser

31 min
FEB 11

Intuit Accountant Suite is the New QBOA: Pt. 4 - Client Insights

When you have multiple clients, having a dashboard that gives you as an advisor insights into what is going on with your client's books without needing to investigate every client is working smarter, not harder. Rachel and Dan discuss the Client Insights feature in Intuit Accountant Suite and how this helps accountants. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 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 Workshop Overview01:20 Books Close Feature Issues and Updates03:55 Books Close Playbook and Resources08:42 Client Insights Overview12:06 Client Insights Customization and Features17:22 Client Insights Practical Applications20:21 Conclusion and Next Week's Preview

23 min
JAN 28

Intuit Accountant Suite is the New QBOA: Pt. 3 - Books Close

One of the new features for Intuit Accountant Suite is Books Close. Rachel and Dan discuss this feature and how it can streamline key client workflows. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 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 Technical Difficulties and Introductions01:11 Intuit Accountant Suite Overview03:37 Pricing and Features Discussion04:51 Evolution of QuickBooks Online Accountant06:38 Integration with External Apps08:46 New Features and Tools11:17 Comparing Internal and External Solutions22:37 Core vs Accelerate Plans30:44 Understanding Books Close and Its Features33:42 Books Close Pricing and Beta Program Details35:02 Navigating the Books Close Function37:17 Templates and Preferences in Books Close40:00 Transaction Review and Reconciliation42:47 Final Review and Client Management55:37 Comparing Books Close with Other Tools56:14 Conclusion and Next Steps

1 hr
JAN 21

Intuit Accountant Suite is the New QBOA: Pt. 2 - Navigation

Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the navigation changes in IAS Core vs QBOA Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 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 Greetings00:33 Technical Difficulties and Streaming Issues02:01 Introducing Intuit Accountant Suite02:39 Navigating the New Interface04:33 User Experiences and Feedback05:44 QuickBooks Desktop App Discussion09:52 Dashboard Customization and Widgets18:07 Privacy and User Access21:38 Navigation and Real Estate Challenges26:31 UI Overhaul and App Integrations27:23 QuickBooks Navigation Changes31:04 Customization Options in QuickBooks35:20 Client Management and Bookmarks44:56 Global Header and Automation Features53:58 Conclusion and Next Week's Preview

57 min
JAN 7

Intuit Accountant Suite is the New QBOA: Pt. 1 - Overview

Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the changes that are coming and in the future workshops we will discuss the new features that Accountant's need to know about. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 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 Welcome01:02 Rachel's Sabbatical and New Acquisition04:06 Holiday Updates and Personal Anecdotes06:00 Announcements and Future Plans07:39 Intuit Accountant Suite Overview15:56 User Interface Changes and Navigation20:21 Branding and Marketing Shifts23:48 Introduction to Intuit Accountant Suite24:41 Skepticism and Concerns27:16 Comparing Intuit with Apple29:27 Potential Issues with Integration30:59 Changes in Intuit Accountant Suite33:07 ProAdvisor Program and Certification42:07 Pricing and Value Considerations44:27 Conclusion and Next Steps

49 min
12/17/2025

Job Costing Series Part 7: Controls, Workflow, and Automate

Streamline workflows and controls! Dan and Shanna explore approvals, automation, and best practices for keeping job costing clean and audit-ready in QBO. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 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!! Introduction and Welcome Job Costing Series Overview Weather and Personal Updates Efficiencies in Workflows and Automations Approval Processes in Accounting Automation Tools and Their Benefits Client Management and Communication Discovery Calls and Client Fit Pricing and Proposals Bookkeeping for Contractors Group Launch Conclusion and Holiday Wishes

51 min
12/10/2025

Job Costing Series Part 6: Reporting That Drives Decisions

Unlock project reporting in QBO! Dan and Shanna demo profitability, time cost, and budget vs actual reports to drive smarter decisions. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 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 Welcome00:39 Importance of Job Costing Reports01:25 Client Financial Habits and Profit First04:54 Handling Sales Tax and Separate Accounts10:33 Favorite Job Costing Reports13:00 Estimate vs Actual Reports18:12 Job Profitability Reports22:23 Ensuring Accurate Data Entry27:49 Client Communication and Value42:11 Final Thoughts and Upcoming Topics

48 min
12/03/2025

Job Costing Series Part 5: Billing and Revenue Recognition

See how to bill and recognize revenue! Dan and Shanna walk through estimates, progress invoicing, deposits, retainage, and change orders in QBO Projects. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 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 Casual Chat01:51 Job Costing Overview03:49 Understanding Retainage and Deposits10:31 QuickBooks Workflow for Retainage and Deposits13:43 Fixed Fee vs. Time and Materials15:21 Handling Change Orders and Scope Creep20:03 Progress Invoicing Explained23:44 Best Practices for Billing and Invoicing31:50 Work in Progress (WIP) and Job Costing Reports37:58 Bookkeepers for Contractor Group Updates40:22 Conclusion and Upcoming Topics

43 min

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. It's casual conversations for serious workflows! Watch the Live Stream on our YouTube Channel, Facebook Page or on our website at https://www.schoolofbookkeeping.com/workshop-wednesday. Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

Creator

Dan DeLong and Rachel Dauchy
Years Active

2021 - 2026
Episodes

153
Rating

Clean
Copyright

© 2021 Workshop Wednesdays
Show Website

Workshop Wednesdays