Workshop Wednesdays

Dan DeLong and Rachel Dauchy
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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

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 11/26/2025

    Job Costing Series Part 4: Labor, Time, and Payroll Mapping

    Track labor and time like a pro! Dan and Shanna cover time tracking options, payroll mapping, and labor burden for accurate project costs in QBO. Learn About B4CG at: https://www.b4cg.net/  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 CPE Credit Instructions02:01 Welcome to Workshop Wednesday02:56 Thanksgiving Plans and Workshop Format03:56 Job Costing Series Overview04:11 Payroll and Labor Best Practices06:19 Time Tracking Tools and Integration07:10 Handling Payroll Inside and Outside QuickBooks13:15 Labor Burden in Job Costing14:46 Subcontractors vs. Internal Employees27:40 Certified Payroll and Government Jobs30:22 Introducing B4CG Membership Platform33:59 Conclusion and Next Workshop Preview

    34 min

  8. 11/19/2025

    Job Costing Series Part 3: Capturing costs the right way

    Master cost capture in QBO! Dan and Shanna show how to record bills, expenses, and POs to Projects, avoiding common job costing mistakes. "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 Start00:46 Sponsor Mention and Series Overview01:20 Discussion on AI and Intuit's Integration08:18 Concerns About AI and Data Security13:47 Job Costing Series Recap14:58 Capturing Job Costs Effectively19:18 Managing Client Expenses and Communication24:33 Best Practices for Cost Codes and Invoicing26:41 Technical Difficulties and Cost Codes27:31 Job Costing and Reimbursable Expenses32:59 Purchase Orders and Third-Party Integrations34:41 Handling Reimbursed Expenses38:53 Best Practices for Capturing Costs45:54 Importance of Payees and Vendor Names48:26 Final Thoughts and Upcoming Events

    55 min
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About

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

Information

  • Creator
    Dan DeLong and Rachel Dauchy
  • Years Active
    2021 - 2026
  • Episodes
    151
  • Rating
    Clean
  • Copyright
    © 2021 Workshop Wednesdays
  • Show Website
    Workshop Wednesdays