Skip to content
QuickBooks Payments & Approvals episode artwork

EPISODE · Sep 3, 2025 · 49 MIN

QuickBooks Payments & Approvals

from Workshop Wednesdays · host Dan DeLong and Rachel Dauchy

Explore the newest updates to QuickBooks payments and approval workflows. We’ll cover smarter bill pay approval, recurring payments, and changes that help you get paid faster and with less hassle. Ideal for anyone managing accounts payable or receivable in QuickBooks Online. Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Introduction and Workshop Overview 01:24 Technical Difficulties and Blog Updates 02:15 QuickBooks Payments and Updates 05:04 Proposal Software and QuickBooks Integration 14:13 Convenience Fees and Payment Methods 23:16 QuickBooks Payments Agent and Cash Flow Management 26:05 Late Fees and Payment Terms 27:34 QuickBooks Payment Insights 27:54 AI-Powered Email Communication 29:18 Deposits and Unearned Revenue 30:16 QuickBooks Bill Pay Features 32:27 Setting Up a New QBO Company 34:29 Bill Pay Basic and Premium Options 41:25 Streamlining Bill Payments with QuickBooks 47:03 Conclusion and Upcoming Events

Episode metadata supplied by the publisher feed · Published Sep 3, 2025

Embed this episode

Ready to play

QuickBooks Payments & Approvals

0:00 49:26

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

New Leader Workshop Jacob Espinoza Whether you are a business owner looking to grow or a new leader stepping into your first management role, understanding the fundamentals of leadership will help you keep your team motivated and hit their goals. First Time Facilitator Leanne Hughes Leanne Hughes from the First Time Facilitator blog reveals all of her group facilitation, training and workshop tips and tricks so you can be ahead of the curve the next time you step out in front of a group.Discover how you can tweak elements of your facilitation style, or incorporate new techniques to engage your audience and leave with lasting impact (and 5-star feedback). Icebreakers, leadership, group interaction, preparation, games, conflict, props, flip-charts, delivery, voice, body language, confidence, discussions and everything that works (and doesn’t work) to help you better understand how to deliver and connect with your audience, every single time. Brown Ambition iHeartPodcasts The Brown Ambition Podcast helps you unapologetically build wealth by saving, investing and making smart career choices — on your own d@mn terms! New episodes Wednesdays and Fridays. Relics Radio show Ken King Relics Radio is a podcast about Metal Detecting, brought to you every Thursday with DK of Adventures In Dirt, and Tony of 5280 Adventures discussing various types of Metal, Relic, and Treasure Hunting. Check out our new episodes for special guests as we discuss techniques, finding sites, detectors, and all things related to treasure hunting, metal detecting and relic hunting. Live stream video broadcasts now on Ken or Tony's YouTube channels, Wednesdays at 8pm Eastern: Ken - Adventures In Dirt YouTube Tony - 5280 Adventures YouTube

Frequently Asked Questions

How long is this episode of Workshop Wednesdays?

This episode is 49 minutes long.

When was this Workshop Wednesdays episode published?

This episode was published on September 3, 2025.

Can I download this Workshop Wednesdays episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!