Workshop Wednesdays by Dan DeLong and Rachel Dauchy

October 14, 202638 min

WSW - QuickBooks Credit Card

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 Sales Tax Small Talk 01:21 Intuit Three Big Bets 03:15 Center of Money Explained 08:18 Risks of One Basket 12:16 Customer Service Reality 14:34 Introducing Intuit Card 15:43 Perks and Card Features 18:42 Applying Inside QuickBooks 19:48 Denied Application Surprise 21:22 Will Clients Switch Cards 26:51 Airline Miles Debate 30:32 Workshop Format Updates 33:31 Joel Intro and Nitwit 36:40 Next Sessions and Wrap

September 30, 202632 min

WSW - Playbooks in Intuit Accountant Suite

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 Kickoff And Intros 01:33 Bald Eagle Small Talk 02:34 What Playbooks Are 03:11 Work Vs Other Tools 05:40 Why Intuit Built This 10:10 Access And Pricing Caveats 12:31 Creating A Playbook 14:24 Chart Of Accounts Templates 15:50 Policies And Bank Rules 19:22 Company Settings Templates 20:56 Books Close And Roles 24:22 Costs And Value Debate 28:50 Client Access And Limits 30:18 Next Week Teaser Wrap

September 23, 202646 min

WSW - Intuit Canny Feedback - Matching in the Bank Feed

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 01:08 A2X Camp Highlights 02:49 AI vs Automation Tools 09:00 Using Intuit Canny Feedback 14:14 Blue Match Confidence Badges 19:20 Training Machines Concerns 27:23 Protecting Firm IP with Double 31:22 Client Portal Switching Story 34:58 Accru Cohort Announcement 40:03 Nitwit Prompt Stitching 44:29 Wrap Up and Next Week

September 16, 20261 hr 1 min

WSW- Knitwit

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 Reset 02:05 How Attendees Use AI 03:17 Origin Story Behind Nitwit 03:45 Overtime Rules Testing Problem 06:16 From 50-Line Prompt to Nitwit 08:26 Live Demo Setup and Login Fix 09:18 Stage Prompts and SOC 2 Agent 11:16 Why Staging Beats Chat Memory 12:50 Prompt Builder for Client Cleanup 18:05 Build and Edit the Cleanup Prompt 19:49 Attach P&L and Reuse Monthly 23:29 Compare GPT Claude Gemini Outputs 25:35 Knit Insights Summary Comparison 29:32 Save Prompts to Library and Share 30:52 Prompt Libraries Tour 32:57 Recap Multi Model Knit 33:45 Client Context Prompts 38:57 Rocket Ship Context 41:41 Knit Insights Explained 45:26 Credits And Toggles 49:02 Security Roadmap 52:30 Cohort And Sharing 55:50 Share With Clients 57:33 Sign Up And Wrap Up

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

Workshop Wednesdays

Listen to episodes

WSW - QuickBooks Credit Card

WSW - Playbooks in Intuit Accountant Suite

WSW - Intuit Canny Feedback - Matching in the Bank Feed

WSW- Knitwit

WSW - QuickBooks Business Network and Vendor Direct Pay

WSW - Contracts [8.26.26]

WSW - Podcast General AI and Purpose built AI with Aqqrue

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

WSW - Podcast Buy Now Pay Later in QB Payments

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

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