WSW - Contracts [8.26.26]

from Workshop Wednesdays Hosted by Dan DeLong and Rachel Dauchy

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

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WSW - Contracts [8.26.26]

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How long is this episode of Workshop Wednesdays?

This episode is 22 minutes long.

When was this Workshop Wednesdays episode published?

This episode was published on August 26, 2026.

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