PODCAST · business
Workshop Wednesdays
by Dan DeLong and Rachel Dauchy
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. It's casual conversations for serious workflows!Watch the Live Stream on our YouTube Channel, Facebook Page or on our website at https://www.schoolofbookkeeping.com/workshop-wednesday. Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
Episodes
-
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 -...
-
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 -...
-
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 -...
-
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 -...
-
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 -...
-
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 -...
-
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 -...
-
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 -...
-
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 -...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Merging Lists in QuickBooks Online
Duplicate lists can cause incorrect or inaccurate reporting. Merging them is the fastest way to correct this issue. Rachel and Dan will discuss how to go about merging lists and what to look out for. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers…
more -
Streamlining Client Management with Method
Discover how Method CRM can transform the way you manage clients and workflows in your accounting practice. We’ll show you how to streamline communication, automate tasks, and keep everything organized in one place. See why Method is a game-changer for accountants who want to work smarter, not...
-
More Than One Basket: Secure Money Movement with Relay
Explore why putting all your money movement through one platform isn’t always the safest bet. In this session, we show how Relay offers a flexible, reliable alternative to QuickBooks for managing your business finances. Learn how diversifying your banking tools can give you greater control,...
-
New Inventory Enhancements in QB Online
January brought forth some new enhancements to Inventory Tracking in QB Online: Item Receipts, Sales Oder Enhancements, Physical Counts, and new costing methods. Rachel and Dan will discuss them in this workshop. Workshop Wednesdays are a free live discussion about topics affecting Accountants,...
-
QuickBooks Modern Online Reports: What’s Changed and Why It Matters
The modern reporting customizations received a few tweaks. Rachel and Dan will be discussing the changes and best practices for reports in QuickBooks Online. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced...
-
Relay and QuickBooks Online: Reconciliations made in Heaven
See how Relay and QuickBooks Online work together to make reconciliations a breeze. This session covers practical tips for syncing accounts, catching errors, and saving time—plus, you’ll discover Relay’s no minimum balance, no fees, and easy access to check images. Get ready for a smoother,...
-
Mind the Gap: Solutions Beyond Intuit’s Suite
Discover what to do when Intuit’s accountant suite just isn’t cutting it. Rachel and Dan will explore smarter tools and strategies for accounting pros ready to level up. Find out how to streamline your workflow and deliver more for your clients—no em dashes required. Workshop Wednesdays are a…
more -
Intuit Accountant Suite is the New QBOA: Pt. 5: Future Roadmap
Intuit Accountant Suite has some features on the horizon that will enable accounting professionals to leverage insights for the clients and their firm. Rachel and Dan take a peak at some of those features on the horizon. Workshop Wednesdays are a free live discussion about topics affecting...
-
Intuit Accountant Suite is the New QBOA: Pt. 4 - Client Insights
When you have multiple clients, having a dashboard that gives you as an advisor insights into what is going on with your client's books without needing to investigate every client is working smarter, not harder. Rachel and Dan discuss the Client Insights feature in Intuit Accountant Suite and how...
-
Intuit Accountant Suite is the New QBOA: Pt. 3 - Books Close
One of the new features for Intuit Accountant Suite is Books Close. Rachel and Dan discuss this feature and how it can streamline key client workflows. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the...
-
Intuit Accountant Suite is the New QBOA: Pt. 2 - Navigation
Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the navigation changes in IAS Core vs QBOA Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping…
more -
Intuit Accountant Suite is the New QBOA: Pt. 1 - Overview
Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the changes that are coming and in the future workshops we will discuss the new features that Accountant's need to know about. Workshop Wednesdays are a free live discussion about topics...
-
Job Costing Series Part 7: Controls, Workflow, and Automate
Streamline workflows and controls! Dan and Shanna explore approvals, automation, and best practices for keeping job costing clean and audit-ready in QBO. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the...
-
Job Costing Series Part 6: Reporting That Drives Decisions
Unlock project reporting in QBO! Dan and Shanna demo profitability, time cost, and budget vs actual reports to drive smarter decisions. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4...
-
Job Costing Series Part 5: Billing and Revenue Recognition
See how to bill and recognize revenue! Dan and Shanna walk through estimates, progress invoicing, deposits, retainage, and change orders in QBO Projects. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the...
-
Job Costing Series Part 4: Labor, Time, and Payroll Mapping
Track labor and time like a pro! Dan and Shanna cover time tracking options, payroll mapping, and labor burden for accurate project costs in QBO. Learn About B4CG at: https://www.b4cg.net/ Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business...
-
Job Costing Series Part 3: Capturing costs the right way
Master cost capture in QBO! Dan and Shanna show how to record bills, expenses, and POs to Projects, avoiding common job costing mistakes. "Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the Bookkeeping 4...
-
Job Costing Series Part 2: Clean Setup That Scales
Learn scalable setup with Dan and Shanna! Discover naming standards, account structures, and how to organize Products/Services for efficient job costing in QBO. "Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about…
more -
Job Costing Series Part 1: Foundations and Fit
Dive into Projects in QBO! Dan DeLong and guest co-host Shanna Quinn explain structure, setup essentials, and how Projects differ from Classes and Locations. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Learn More about the...
-
Reversing a Direct Deposit
Learn how to handle direct deposit reversals in QuickBooks Online Payroll with confidence. We’ll cover the latest updates, step-by-step instructions, key cautions, and answer your questions live. Perfect for accountants and business owners! Earn CPE at Earmark for the workshop at:...
-
QBO Accountant User Interface Changes
Hooray!! A new user interface for accounting pros. Dan and guest co-host, Sharrin Fuller, will talk about what's changed in the client portal for QBOA. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live…
more -
QuickBooks Online for Job Costing: QBO Can Do That?!?
One of the more common misconceptions of QB Online is that it doesn't handle Job Costing. Times (and tech) has changed and Shanna Quinn from East Orlando Bookkeeping has built her entire practice doing just that. We'll be discussing our new partnership and how you can participate in an upcoming...
-
QuickBooks Integrations Update
Discover what’s new for accountants and admins in QuickBooks Online. We’ll cover enhanced role-based access, organizing clients with custom IDs, and the latest improvements to the batch migration tool for moving from Desktop to Online. Earn CPE at Earmark for the workshop at…
more -
Securing Your Intuit QuickBooks Login from Bad Actors
QBO is only as secure as your login, and there are vulnerabilities that Bad Actors are exploiting causing lost productivity time and fraud to you and your clients. We'll be discussing the concern, identifying the loopholes bad actors are taking, and give you practical steps to secure you and your...
-
QuickBooks Inventory & Product Updates
Get the scoop on recent inventory management enhancements in QuickBooks. We’ll showcase new add-ons, expanded access, and how to handle the sunset of shipping label features—plus tips for optimizing your product tracking workflows. "Workshop Wednesdays are a free live discussion about topics...
-
QuickBooks Payments & Approvals
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…
more -
QuickBooks Payroll Updates
Stay up to date on the latest QuickBooks payroll changes! We’ll break down new features, compliance updates, and tools for tracking employee costs and correcting paychecks. Perfect for accountants, bookkeepers, and business owners who want to keep payroll running smoothly and accurately. Earn CPE...
-
QuickBooks Accountant Tools: Recent Updates for Roles, Client IDs, and Migrations
Discover what’s new for accountants and admins in QuickBooks Online. We’ll cover enhanced role-based access, organizing clients with custom IDs, and the latest improvements to the batch migration tool for moving from Desktop to Online. Earn CPE at Earmark for the workshop at…
more -
Modern Reports in QuickBooks Online
Reports are the backbone of an Accounting Pro and they have been getting an overhaul in QB Online. Rachel and Dan will be chatting about what's changing, and how to best navigate these changes while still supporting your clients during this transition. Workshop Wednesdays are a free live…
more -
Custom Fields: QBO Changes in 2025 and Practical Limitations
When the out of the box functions of QBO don't fit the mold, that's where custom fields come into play. Rachel and Dan will discuss the uses for Custom fields, the changes that occurred in July 2025, and the practical limitations of custom fields. "Workshop Wednesdays are a free live discussion...
-
New AI Powered Bank Feed
The Bank feed has changed (again) Rachel and Dan discuss the highlights of the new changes. New Bank Feed Blog: https://www.schoolofbookkeeping.com/blog/AIBankFeed Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the...
-
Converting Payroll into QB Online from Desktop
Converting Payroll from desktop to QB Online is a hit or miss. Dan and Rachel discuss best practices on sending payroll data over to QBO during initial conversion for best results. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners....
-
Sales Form Customization Why doesn’t QBO have a Layout designer?
Your invoices are your brand. They are one of the first things that your customers see. Making them professional and aligned with your brand in QB Online is.....Limiting. Yousif will join us to show how Method CRM can turn QBO into the Layout Designer we know and love from desktop. Earn CPE at...
-
Intuit Assist and AI Agents in QuickBooks Online
Rachel and Dan discuss the Pricing Increase which, in part, is due to the launch of Intuit's AI Assist Agents throughout its ecosystem. We will breakdown which versions have what Agents, what they do and where adult supervision is necessary. "Workshop Wednesdays are a free live discussion about...
-
New QBO User Interface Testing
If there's anything Accounting Pros like, it's change (NOT) Intuit has been rolling out a combined new shiny user interface, and they are A/B/C Testing it out. What does that mean for your clients, and more importantly...you as accounting professional. Turn on screen reader support Earn CPE at...
-
Emailing out of QuickBooks Online - Options and Limits
Did you know that there is a limit to the number of emails you can send out of QuickBooks? Did you know you could send emails from your google outbox? Rachel and Dan are going to discuss these options on our next workshop! Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30%…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. It's casual conversations for serious workflows!Watch the Live Stream on our YouTube Channel, Facebook Page or on our website at https://www.schoolofbookkeeping.com/workshop-wednesday. Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
HOSTED BY
Dan DeLong and Rachel Dauchy
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Workshop Wednesdays have?
Workshop Wednesdays currently has 173 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Workshop Wednesdays about?
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. It's casual conversations for serious workflows!Watch the Live Stream on our YouTube Channel, Facebook Page or on our website at...
How often does Workshop Wednesdays release new episodes?
Workshop Wednesdays publishes regularly with 173 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Workshop Wednesdays?
You can listen to Workshop Wednesdays on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Workshop Wednesdays?
Workshop Wednesdays is created and hosted by Dan DeLong and Rachel Dauchy.
URL copied to clipboard!