Workshop Wednesdays

Hosted by Dan DeLong and Rachel Dauchy

BusinessInterviews guests

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Episodes

168

Latest episode

Aug 2026

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60 recent

September 9, 202629 min

WSW - QuickBooks Business Network and Vendor Direct Pay

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 Setup 00:12 Why Business Network Matters 01:13 Blog Guide and Where to Enable 02:31 How Connections Work 03:53 Finding Profiles and Sending Requests 07:19 Accepting Requests and Fixing Confusion 09:43 ACH Setup and Data Sync 12:48 Check Names and Editable Fields 15:03 Direct Pay Explained 19:46 QuickBooks Money and Lending Talk 22:17 Wrap Up and Next Week Preview

August 26, 202622 min

WSW - Contracts [8.26.26]

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!! 0:40 - Workshop Wednesday Kickoff 1:17 - Rerun Setup and CRM Focus 2:33 - Contracts Feature Overview 3:28 - Finding Contracts in QBO 4:25 - Creating a Contract Step by Step 5:59 - Signers and Security Options 8:26 - Adding Fields and Signatures 10:25 - Messages Reminders and Expiration 11:18 - Templates and Variables 13:12 - Limitations and Future Automations 15:23 - Real Use Case NDAs and Discovery 17:17 - Audience Q&A ACH and Attachments 19:59 - Wrap Up and Next Topic QBN

August 19, 202638 min

WSW - Podcast General AI and Purpose built AI with Aqqrue

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 Format 02:06 Rachel Travel Catchup 03:02 Surya Returns and Blog Setup 05:23 Accru and AI Landscape 08:33 Claude Connectors Limits 10:29 Traffic Light Risk Model 13:08 Client DIY AI Fallout 20:17 Quality Control Workpapers 24:26 Why AI Gets Confidently Wrong 27:57 Claude Tasks and One File 30:54 Accru vs Double and ROI 34:55 Upcoming Events and Wrap

July 15, 202632 min

WSW - Podcast Parallel Approvals in QB Bill Pay QBO Advanced Workflows

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 Agenda 01:30 Why Approvals Matter 02:51 Screen Share Setup 04:52 Workflow Automation Overview 07:04 Templates and Triggers 09:40 Build a Bill Approval 11:38 Sequential vs Parallel 14:14 Conditional Approval Rules 15:54 Plans Pricing and ERP 19:53 Audit Trail and Resources 28:25 Future Workshops Wrap Up

July 8, 202633 min

WSW - Podcast Buy Now Pay Later in QB Payments

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 Format Setup 02:33 QBO Outage Reactions 05:43 Offline Mode Wish 07:21 Outage Status Resources 12:08 Buy Now Pay Later Intro 14:06 How Affirm Works 16:16 Fees and Payout Flow 23:16 Desktop Alternatives 27:47 Client Use Cases 32:14 Next Week Preview

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 Updates 00:45 Workshops Move In House 03:04 Schedule QR Code 04:36 Navigation Power Ups 06:37 Desktop App Download 08:49 Desktop View Benefits 18:28 Right Tool Overview 19:36 Batch Cleanup Wins 24:05 Cohort Promo Details 26:25 Shortcuts Bookmarks Tips 30:27 Right Tool Pro Features 38:08 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 Changes 01:18 Why Search Matters 04:21 Adapting to Software Updates 06:24 Global Nav Bar Overview 07:26 Firm vs Client Color Cues 09:46 Company Switcher Tips 11:46 Global Search Deep Dive 16:40 Tasks and Workflow Automation 22:47 Integrations Hub Explained 25:51 Notifications Bell Inbox 28:11 Gear Menu Settings and Shortcuts 31:53 Screen Share With Intuit 32:20 Transfer Clients Between Firms 34:00 Merge Duplicate Clients 35:27 Resolution Center And Company Menu 36:31 Sample Company And Switching Firms 39:08 My Experts Upsells In Client View 41:33 Help Menu Filters And Contact Options 43:25 When To Call Support 47:34 Callback Vs Chat Reality 51:51 Intuit Intelligence And GenOS 56:10 Testing AI Accounting Answers 58:51 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 Up 00:23 Derby Hats and Fascinators 02:18 Workshops Moving Inside 04:48 Reactions to QBO Changes 07:31 AI Suggestions and Rules 10:47 Bank Feeds Power and Pitfalls 13:36 Why Pros Handle Feeds 16:35 Old vs New Bank Feed Tour 17:29 New Terminology Pending Posted 19:38 Layout Tweaks and Account Tiles 20:51 Gear Menu Columns and Options 24:22 Grouping Sorting Preferences 26:01 Suggested Categorization Stress 27:35 Page Size and Pagination Pitfalls 28:30 Amounts and Editable Dates 30:20 Bank Details to Memo 31:48 Match Toggle and Action Menu 34:39 Backdated Bills Workflow 35:50 Files and Request Info Tools 38:07 Categorization History and Splits 39:53 Products Services and Inventory Caution 43:07 Filters Sorting and Match Views 46:57 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 Welcome 01:03 Baby Shower and Tamagotchi Talk 01:39 Self Care App Detour 03:35 Workshops Moving In Platform 10:10 Change Fatigue and AI Concerns 17:11 Light Bulb Moment for QuickBooks 22:27 QBO vs Desktop and Intercompany 24:35 New QBO UI Apps Explained 29:43 My Menu and Customization Tips 31:58 Integrations Feed and Navigation 35:17 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 Day 00:52 Why Bookkeeping Matters 02:47 Workshop Focus Overview 04:52 Where Revenue Tools Moved 07:32 Build Recognition Templates 10:16 Assign Items and Invoicing 13:52 Service Date Requirement 15:28 Why Recognize Revenue 17:28 SOX and GAAP Context 19:59 Fixed Assets Dashboard 22:44 Depreciation Methods Setup 26:55 Limits Pricing and Alternatives 30:53 Wrap Up and Next Series