Workshop Wednesdays

Workshop Wednesdays

Hosted 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,...

Episodes

QB Live Assisted Announcement

Season #4

Rachel and Dan discuss the recent announcement on QB Live Assisted offering and what it could mean to the accounting profession.
View Episode

QBO Mobile App - Ringing Up Sales

Season #4

When you have Quickbooks Online, the free QBO Mobile App adds another layer of functionality when working inside of QuickBooks allowing you to do your task and have your Quickbooks Updated properly. We will discuss...
View Episode

QBO Mobile App - Overview and PCI Compliance

Season #4

When you have Quickbooks Online, the free QBO Mobile App adds another layer of functionality when working inside of QuickBooks allowing you to do your task and have your Quickbooks Updated properly. We will also...
View Episode

GoPayment Mobile App

Season #4

GoPayment is a Payment processing mobile application that needs a little explaining. We will talk about the ideal use case for it and what you can do with it Workshop Wednesdays are a free live discussion about topics...
View Episode

Getting Shopify Fees into QuickBooks Online

Season #4

No one cares about properly accounting for Shopify fees into QuickBooks, especially Shopify. Getting Shopify fees is something that is severely overlooked by third party integrations. We'll be discussing how these...
View Episode

Quickbooks Ledger Overview

Season #4

Taking a Look at the newest offering in the QuickBooks Lineup - QuickBooks Ledger. What's its purpose, how do you sign up for it? What can you do in it?Workshop Wednesdays are a free live discussion about topics...
View Episode

What's New in QuickBooks 2024 and 2021 Service Discontinuation

Season #4

Taking a Look at the QuickBooks Desktop 2024 and we will discuss Service Discontinuation for 2021 Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners....
View Episode

Helping Janice from Just Right Bookkeeping Solve a Mystery

Season #4

Janice Barsalou from Just Right Bookkeeping had a mystery in her QuickBooks Online for a client and Dan helped her get to the bottom of it. Now her and her client are happy!! QuickAnswers is a great way to spend less...
View Episode

Taking Customer Prepayments in QuickBooks '24

Season #4

Handling an up-front payment is FINALLY a feature in QuickBooks Desktop Taking a Customer Deposit is a very sought after function that has been repeatedly asked for, but never found its way into QuickBooks....until...
View Episode

Migrating QBPOS to Lightspeed - Wrapping Up and End of Day

Season #4

QuickBooks Point of Sale has been discontinued. There are multiple replacements out there. We’ll be joined by our friends at Lightspeed in this series to illustrate how workflows and tasks are handled in Lightspeed to...
View Episode

Migrating QBPOS to Lightspeed Pt. 1 - Overview

Season #4

QuickBooks Point of Sale has been discontinued. There are multiple replacements out there. We’ll be joined by our friends at Lightspeed in this series to illustrate how workflows and tasks are handled in Lightspeed to...
View Episode

Migrating QBPOS to Lightspeed Pt. 3 - Making Sales

Season #4

QuickBooks Point of Sale has been discontinued. There are multiple replacements out there. We’ll be joined by our friends at Lightspeed in this series to illustrate how workflows and tasks are handled in Lightspeed to...
View Episode