Workshop Wednesdays

Hosted by Dan DeLong and Rachel Dauchy

BusinessInterviews guests

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Episodes

165

Latest episode

Jun 2026

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60 recent

June 10, 202640 min

Navigation Power-Ups: Desktop App, RightTool & Bookmarks for QBO (2026)

Supercharge your navigation with tools designed to make life easier. We’ll demo the QBO Desktop App, introduce you to RightTool, and share how bookmarks can save you time and clicks every day. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. 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 Updates00:45 Workshops Move In House03:04 Schedule QR Code04:36 Navigation Power Ups06:37 Desktop App Download08:49 Desktop View Benefits18:28 Right Tool Overview19:36 Batch Cleanup Wins24:05 Cohort Promo Details26:25 Shortcuts Bookmarks Tips30:27 Right Tool Pro Features38:08 Wrap Up Next Steps

May 13, 20261 hr 2 min

QBO New Interface: Global Menu, Search, Tasks & More (2026)

Discover the power of the new global menu—your one-stop shop for search, tasks, workflows, integrations, settings, profile, help, and Intuit Intelligence. We’ll break down each feature and show you how it fits into your daily routine. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. 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 and UI Changes01:18 Why Search Matters04:21 Adapting to Software Updates06:24 Global Nav Bar Overview07:26 Firm vs Client Color Cues09:46 Company Switcher Tips11:46 Global Search Deep Dive16:40 Tasks and Workflow Automation22:47 Integrations Hub Explained25:51 Notifications Bell Inbox28:11 Gear Menu Settings and Shortcuts31:53 Screen Share With Intuit32:20 Transfer Clients Between Firms34:00 Merge Duplicate Clients35:27 Resolution Center And Company Menu36:31 Sample Company And Switching Firms39:08 My Experts Upsells In Client View41:33 Help Menu Filters And Contact Options43:25 When To Call Support47:34 Callback Vs Chat Reality51:51 Intuit Intelligence And GenOS56:10 Testing AI Accounting Answers58:51 Wrap Up And Next Workshop

May 6, 202651 min

The New Bank Feed in QBO: How to Navigate & Manage Transactions (2026)

Get hands-on with QBO’s revamped Bank Feed. We’ll walk you through the new layout, show you how to find and match transactions, and help you make the most of updated navigation tools. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. 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 and Catch Up00:23 Derby Hats and Fascinators02:18 Workshops Moving Inside04:48 Reactions to QBO Changes07:31 AI Suggestions and Rules10:47 Bank Feeds Power and Pitfalls13:36 Why Pros Handle Feeds16:35 Old vs New Bank Feed Tour17:29 New Terminology Pending Posted19:38 Layout Tweaks and Account Tiles20:51 Gear Menu Columns and Options24:22 Grouping Sorting Preferences26:01 Suggested Categorization Stress27:35 Page Size and Pagination Pitfalls28:30 Amounts and Editable Dates30:20 Bank Details to Memo31:48 Match Toggle and Action Menu34:39 Backdated Bills Workflow35:50 Files and Request Info Tools38:07 Categorization History and Splits39:53 Products Services and Inventory Caution43:07 Filters Sorting and Match Views46:57 Wrap Up and Next Workshop

April 29, 202637 min

Navigating the New Main Menu in QuickBooks Online (2026)

Explore the revamped main menu in QuickBooks Online. We’ll show you where to find key features, how to pin your favorites, and how to move around with confidence—even if everything looks different. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. 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 Cold Open and Welcome01:03 Baby Shower and Tamagotchi Talk01:39 Self Care App Detour03:35 Workshops Moving In Platform10:10 Change Fatigue and AI Concerns17:11 Light Bulb Moment for QuickBooks22:27 QBO vs Desktop and Intercompany24:35 New QBO UI Apps Explained29:43 My Menu and Customization Tips31:58 Integrations Feed and Navigation35:17 Wrap Up and Next Topic Teaser

April 15, 202633 min

Revenue Recognition & Fixed Assets: The Latest in QBO Advanced

Stay ahead of the curve with the latest updates in QuickBooks Online Advanced. This session breaks down new features for revenue recognition and fixed asset management, making compliance and tracking easier than ever. Discover practical tips to streamline your workflow and boost your accounting accuracy. 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 and Tax Day00:52 Why Bookkeeping Matters02:47 Workshop Focus Overview04:52 Where Revenue Tools Moved07:32 Build Recognition Templates10:16 Assign Items and Invoicing13:52 Service Date Requirement15:28 Why Recognize Revenue17:28 SOX and GAAP Context19:59 Fixed Assets Dashboard22:44 Depreciation Methods Setup26:55 Limits Pricing and Alternatives30:53 Wrap Up and Next Series

April 8, 202649 min

Merging Lists in QuickBooks Online

Duplicate lists can cause incorrect or inaccurate reporting. Merging them is the fastest way to correct this issue. Rachel and Dan will discuss how to go about merging lists and what to look out for. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. 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 Workshop Welcome00:30 Rachel Business Update02:08 Books Close Surprise04:03 Firm Books Blocked04:51 Books Review Missing08:12 URL Bookmark Workaround10:22 Beta Changes and Billing13:38 Merging Lists Intro14:08 Why Duplicates Happen16:08 Duplicate Customer Problems20:48 Merge vs Inactivate23:31 Duplicates or Entities24:21 Merge vs Inactivate26:05 Why Duplicates Happen27:54 Merging Accounts Demo28:37 No Undo and Backups31:46 Hierarchy and Subaccounts36:10 Customer Display Name Merge38:57 Inventory Items Limitation40:36 QBOA Merge Clients Tool45:38 Prevent Duplicates Wrap Up

April 1, 202649 min

Streamlining Client Management with Method

Discover how Method CRM can transform the way you manage clients and workflows in your accounting practice. We’ll show you how to streamline communication, automate tasks, and keep everything organized in one place. See why Method is a game-changer for accountants who want to work smarter, not harder. 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 Workshop Kickoff02:12 Ecommerce Conference Recap04:09 Core Financial Acquisition05:21 QuickBooks MCP Agents06:55 QBO Power Ups Launch09:12 Tool Stack Pain Points12:46 Method as Central Hub15:32 AI and Automation Shift21:00 Method Portal Basics23:52 CRM Lead Capture25:04 Proactive Client Reminders26:07 All In One Stack29:12 Power Up Analogy30:08 Team Tool Consolidation32:43 Partner Program Perks38:17 Who Method Fits43:49 Implementation Q&A46:48 Wrap Up Next Topic

March 25, 202643 min

More Than One Basket: Secure Money Movement with Relay

Explore why putting all your money movement through one platform isn’t always the safest bet. In this session, we show how Relay offers a flexible, reliable alternative to QuickBooks for managing your business finances. Learn how diversifying your banking tools can give you greater control, security, and peace of mind. Learn about Relay and get $50 when you deposit with $50: https://snip.ly/Relay  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 and Introductions00:42 Rachel at ShopTalk02:12 Power Ups Program05:08 QR Codes and Voting06:09 Why Add Relay10:31 Avoiding One Basket Risk15:14 Relay Tiers Overview17:15 Savings Calculator Demo26:43 Partner Perks and Fast ACH30:08 New Features AR and Expenses33:22 Virtual Cards Controls40:07 Wrap Up and Next Events

March 18, 202653 min

New Inventory Enhancements in QB Online

January brought forth some new enhancements to Inventory Tracking in QB Online: Item Receipts, Sales Oder Enhancements, Physical Counts, and new costing methods. Rachel and Dan will discuss them in this workshop. 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 and Audio Check02:11 Inventory Updates Overview02:55 When QBO Inventory Works03:37 Bundles vs Kitting Reality09:04 Omnichannel Needs External Apps13:33 QBO as Financial Destination14:18 Inventory Feature Comparison16:37 Why Inventory Is Worth It18:09 Sales Orders Arrive in QBO20:10 Available vs On Hand Quantity23:05 Sales Order Visibility Gaps25:26 Navigating Sales Orders List26:47 Sales Order Gaps28:02 Shipping Workflow Focus29:04 Give Feedback in QBO29:37 Item Receipts Explained30:30 Why Separate Receiving32:43 Inventory Receiving Method34:10 Bills Hit Offset Account38:35 Creating Item Receipts41:57 Can You Turn It Off45:32 FIFO vs Moving Average49:25 Final Takeaways and Next

March 11, 202642 min

QuickBooks Modern Online Reports: What’s Changed and Why It Matters

The modern reporting customizations received a few tweaks. Rachel and Dan will be discussing the changes and best practices for reports in QuickBooks Online. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. 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 Workshop Welcome and Tech Hiccups01:20 Why Reports Matter in QuickBooks03:17 Go To Report P&L by Month05:45 Classic vs Modern Reports Debate07:01 Accuracy Glitches and Trust Issues09:54 Why Modern Reports Exist Large Data13:58 Finding Reports by QBO Version16:02 Canny Feedback Channel for Accountants18:57 Modern Report Upgrades Dates and Persistence21:08 Auto Refresh Reports23:11 Simpler Customization Prompts24:05 Handling Large Reports27:45 Modern vs Classic View31:16 Export to Excel Fixes32:25 Calculated Fields Options34:21 Scheduling Report Groups36:19 Aging Reports Drilldowns38:19 Wrap Up and Next Topic