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
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QuickBooks Payments & Approvals
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