Season 5
Episodes
Intuit Accountant Suite is the New QBOA: Pt. 3 - Books Close
One of the new features for Intuit Accountant Suite is Books Close. Rachel and Dan discuss this feature and how it can streamline key client workflows. Workshop Wednesdays are a free live discussion about topics...
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Intuit Accountant Suite is the New QBOA: Pt. 2 - Navigation
Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the navigation changes in IAS Core vs QBOA Workshop Wednesdays are a free live discussion about topics affecting...
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Intuit Accountant Suite is the New QBOA: Pt. 1 - Overview
Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the changes that are coming and in the future workshops we will discuss the new features that Accountant's need...
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Job Costing Series Part 7: Controls, Workflow, and Automate
Streamline workflows and controls! Dan and Shanna explore approvals, automation, and best practices for keeping job costing clean and audit-ready in QBO. Workshop Wednesdays are a free live discussion about topics...
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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/Ā 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. Weā€™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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