All Episodes
Episodes
Intuit Login Best Practices: Logins, Emails, and MFAs (Oh My)
Rachel and Dan will be discussing the subtle nuances of managing your Intuit Login. Join us for a insightful discussion of making sense of logins at Intuit.
Workshop Wednesdays are a free live discussion about topics...
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Bank Feed Enhancements Statement Fetching And Other Bank Feed Improvements
Rachel and Dan discuss bank statement fetching and other bank feed enhancements on QuickBooks online. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business...
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Transform your Accounting Firm with AI
Ted McRae from MakersHub joins us at the workshop to discuss leveraging AI to provide value added services to your clients. Workshop Wednesdays are a free live discussion about topics affecting Accountants,...
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Feature Comparison - QB Enterprise with Katana - Building Things
New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the...
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Drawing the Line: Aligning QBO with a Tax Return
Join Rachel and Dan as they delve into the art of aligning two sets of books using a Trial Balance Template. In this insightful session, you'll learn how to make adjustment transactions that effectively draw a line...
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Smooth Transition: Best Practices for Cloud-Based Inventory
In our continuing series of Enterprise to QuickBooks Online when Inventory is concerned, the journey to QuickBooks Online is easier said than done. Matt Sullivan from A Better Experience (ABX) joins us to discuss some...
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Email Avalanche No More! - Your Essential Toolbox for Inbox Control
E-mails are a time suck!! Emails get lost, fall through the cracks and take a lot of time and effort to respond to. With the magic of AI there is a new tool that will allow you to make quick work of your Inbox. Dan...
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Inventory considerations when Migrating to QuickBooks Online
Rachel and Dan will be discussing what happens to Inventory when migrating from QuickBooks Desktop to QuickBooks Online. We discuss the nuances and talk about some best practices.
Workshop Wednesdays are a free live...
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Navigating the Subtle Nuances of Accounts Receivable in QuickBooks Online
Rachel and Dan will be discussing the unique Nuances of the Accounts Receivable account type in QuickBooks Online
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and...
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Adding Method to the Madness
Dan discusses a recent desktop conversion issue that was about to go south unless he found a solution. Enter Method CRM, Shane Li and team helped create the customizations needed without disrupting the apple cart in...
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QB Enterprise vs. Katana - Warehouse Management (Pick/Pack/Ship)
New Series - Rachel and Dan will be joined by Shawn Coultice from Katana to discuss some side by side feature comparisons with QB Enterprise and Katana's Cloud-based Inventory Solution. For people considering the...
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MakersHub New Features - PO Matching
Rachel and Dan will be joined by our friends at MakersHub to discuss their newest enhancement to their platform - PO Matching. Join us as we casually discuss the serious workflow improvement.
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