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

Bank Feed Enhancements Statement Fetching And Other Bank Feed Improvements

Season #5

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

Season #5

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

Season #5

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

Season #5

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

Season #5

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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