Season 5
Episodes
No More Tags: Replacing Tags with Custom Fields in QBO
Rachel and Dan discuss the Tags feature that is being discontinued and what you need to do to migrate them to custom fields.
Workshop Wednesdays are a free live discussion about topics affecting Accountants,...
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The Nuances of Inventory Tracking in QuickBooks Online
Rachel and Dan discuss the nuances of inventory tracking and how to turning off Inventory once it's been used.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and...
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Updates to QuickBooks Desktop Migration
Rachel and Dan will recap the process of moving QuickBooks Desktop Data to QuickBooks Online. We will discuss best practices and resources when it doesn't go as planned.
Workshop Wednesdays are a free live discussion...
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Audit Log Updates
Keeping track of what you or your client's did in QuickBooks is easily handled in the Audit Log. Rachel and Dan will cover the latest updates and change in the Audit Log
Workshop Wednesdays are a free live discussion...
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Shopify and Amazon Commerce Connector
Dan and Rachel take a closer look at the Shopify, eBay, and Amazon connections in QBO and discuss their pros and cons.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers,...
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Recording Daily Sales Best Practices in QuickBooks
Some types of businesses don't need every sale posted into QuickBooks. Sometimes the Point of Sale systems don't integrate properly into QuickBooks. Enter a Daily Sales Summary. Rachel and Dan discuss some best...
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FreshBooks or QuickBooks? Battle of the ‘Books’
Kate Josephine Johnson joins the workshop to discuss another option to QuickBooks for that might be a better fit for certain types of businesses. We'll discuss the 50,000 foot view comparison between Freshbooks and...
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The Double-Sided Coin: Is the Grass Greener with QuickBooks?
Dan and Matthew discuss the position Accounting Professionals are put in as Intuit continues to evolve the ProAdvsior program and incorporate its own service offerings.
Workshop Wednesdays are a free live discussion...
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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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