Season 5
Episodes
New AI Powered Bank Feed
The Bank feed has changed (again) Rachel and Dan discuss the highlights of the new changes.
New Bank Feed Blog: https://www.schoolofbookkeeping.com/blog/AIBankFeedÂ
Workshop Wednesdays are a free live discussion about...
View Episode
Converting Payroll into QB Online from Desktop
Converting Payroll from desktop to QB Online is a hit or miss. Dan and Rachel discuss best practices on sending payroll data over to QBO during initial conversion for best results.
Workshop Wednesdays are a free live...
View Episode
Sales Form Customization Why doesn’t QBO have a Layout designer?
Your invoices are your brand. They are one of the first things that your customers see. Making them professional and aligned with your brand in QB Online is.....Limiting. Yousif will join us to show how Method CRM can...
View Episode
Intuit Assist and AI Agents in QuickBooks Online
Rachel and Dan discuss the Pricing Increase which, in part, is due to the launch of Intuit's AI Assist Agents throughout its ecosystem. We will breakdown which versions have what Agents, what they do and where adult...
View Episode
New QBO User Interface Testing
If there's anything Accounting Pros like, it's change (NOT) Intuit has been rolling out a combined new shiny user interface, and they are A/B/C Testing it out. What does that mean for your clients, and more...
View Episode
Emailing out of QuickBooks Online - Options and Limits
Did you know that there is a limit to the number of emails you can send out of QuickBooks? Did you know you could send emails from your google outbox? Rachel and Dan are going to discuss these options on our next...
View Episode
QB Payments Enhancements - Tap to Pay and Recurring Payments
Join Rachel and Dan as we discuss updates to QB Payments features including Mobile Tap to Pay and Recurring Invoices Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPEÂ Get 30% off QBO MSRP when you sign...
View Episode
Discounts and Price Levels and Sales (OH MY) Advanced Pricing in QuickBooks Online
Price Levels and Price rules are an important part of customer relations. Some of the desktop options might not transfer over, or not exist at all. Rachel and Dan will discuss the pricing options in QuickBooks and we...
View Episode
Clearing out Billable Expenses [5.14.25]
When you convert from desktop, one of the things you might need to address is a large amount of unbilled expenses that never was corrected in Desktop. Rachel and Dan will be joined by Shanna Quinn from East Orlando...
View Episode
Why QuickBooks Client Access Is Easier Than You Think [Workshop - 5/7/2025]
Rachel and Dan will chat about the various ways to support your clients by accessing their QuickBooks file in both Online and Desktop. We will be joined by our friends at QBox. Learn About QBox:...
View Episode
"Settle" the Score: Unified Tools for AP, Funding, and Inventory Mastery
Ready to take control of your accounts payable, funding, and inventory? 🚀 Join Rachel and Dan to ""settle the score"" with inefficiencies and chaos. Michael O'Rourke from Settle joins us to discover unified tools that...
View Episode
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,...
View Episode
