All Episodes
Episodes
Discounts and Price Levels and Sales (OH MY) Advanced Pricing in QuickBooks Online
Price Levels and Price rules are an important part of customer relations. Some of the desktop options might not transfer over, or not exist at all. Rachel and Dan will discuss the pricing options in QuickBooks and we...
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Clearing out Billable Expenses [5.14.25]
When you convert from desktop, one of the things you might need to address is a large amount of unbilled expenses that never was corrected in Desktop. Rachel and Dan will be joined by Shanna Quinn from East Orlando...
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Why QuickBooks Client Access Is Easier Than You Think [Workshop - 5/7/2025]
Rachel and Dan will chat about the various ways to support your clients by accessing their QuickBooks file in both Online and Desktop. We will be joined by our friends at QBox. Learn About QBox:...
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"Settle" the Score: Unified Tools for AP, Funding, and Inventory Mastery
Ready to take control of your accounts payable, funding, and inventory? 🚀 Join Rachel and Dan to ""settle the score"" with inefficiencies and chaos. Michael O'Rourke from Settle joins us to discover unified tools that...
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No More Tags: Replacing Tags with Custom Fields in QBO
Rachel and Dan discuss the Tags feature that is being discontinued and what you need to do to migrate them to custom fields.
Workshop Wednesdays are a free live discussion about topics affecting Accountants,...
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The Nuances of Inventory Tracking in QuickBooks Online
Rachel and Dan discuss the nuances of inventory tracking and how to turning off Inventory once it's been used.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and...
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Updates to QuickBooks Desktop Migration
Rachel and Dan will recap the process of moving QuickBooks Desktop Data to QuickBooks Online. We will discuss best practices and resources when it doesn't go as planned.
Workshop Wednesdays are a free live discussion...
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Audit Log Updates
Keeping track of what you or your client's did in QuickBooks is easily handled in the Audit Log. Rachel and Dan will cover the latest updates and change in the Audit Log
Workshop Wednesdays are a free live discussion...
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Shopify and Amazon Commerce Connector
Dan and Rachel take a closer look at the Shopify, eBay, and Amazon connections in QBO and discuss their pros and cons.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers,...
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Recording Daily Sales Best Practices in QuickBooks
Some types of businesses don't need every sale posted into QuickBooks. Sometimes the Point of Sale systems don't integrate properly into QuickBooks. Enter a Daily Sales Summary. Rachel and Dan discuss some best...
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FreshBooks or QuickBooks? Battle of the ‘Books’
Kate Josephine Johnson joins the workshop to discuss another option to QuickBooks for that might be a better fit for certain types of businesses. We'll discuss the 50,000 foot view comparison between Freshbooks and...
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The Double-Sided Coin: Is the Grass Greener with QuickBooks?
Dan and Matthew discuss the position Accounting Professionals are put in as Intuit continues to evolve the ProAdvsior program and incorporate its own service offerings.
Workshop Wednesdays are a free live discussion...
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