All Episodes
Episodes
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...
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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...
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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....
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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...
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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....
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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...
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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....
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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...
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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...
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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...
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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...
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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....
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