All Episodes
Episodes
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...
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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...
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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/Â Workshop Wednesdays are a...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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