Discover how Method CRM can transform the way you manage clients and workflows in your accounting practice. We’ll show you how to streamline communication, automate tasks, and keep everything organized in one place. See why Method is a game-changer for accountants who want to work smarter, not harder.

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle

Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!

00:00 Workshop Kickoff
02:12 Ecommerce Conference Recap
04:09 Core Financial Acquisition
05:21 QuickBooks MCP Agents
06:55 QBO Power Ups Launch
09:12 Tool Stack Pain Points
12:46 Method as Central Hub
15:32 AI and Automation Shift
21:00 Method Portal Basics
23:52 CRM Lead Capture
25:04 Proactive Client Reminders
26:07 All In One Stack
29:12 Power Up Analogy
30:08 Team Tool Consolidation
32:43 Partner Program Perks
38:17 Who Method Fits
43:49 Implementation Q&A
46:48 Wrap Up Next Topic

Explore why putting all your money movement through one platform isn’t always the safest bet. In this session, we show how Relay offers a flexible, reliable alternative to QuickBooks for managing your business finances. Learn how diversifying your banking tools can give you greater control, security, and peace of mind.

Learn about Relay and get $50 when you deposit with $50: https://snip.ly/Relay

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle

Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!

00:00 Welcome and Introductions
00:42 Rachel at ShopTalk
02:12 Power Ups Program
05:08 QR Codes and Voting
06:09 Why Add Relay
10:31 Avoiding One Basket Risk
15:14 Relay Tiers Overview
17:15 Savings Calculator Demo
26:43 Partner Perks and Fast ACH
30:08 New Features AR and Expenses
33:22 Virtual Cards Controls
40:07 Wrap Up and Next Events

January brought forth some new enhancements to Inventory Tracking in QB Online: Item Receipts, Sales Oder Enhancements, Physical Counts, and new costing methods. Rachel and Dan will discuss them in this workshop.

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle

Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!

00:00 Welcome and Audio Check
02:11 Inventory Updates Overview
02:55 When QBO Inventory Works
03:37 Bundles vs Kitting Reality
09:04 Omnichannel Needs External Apps
13:33 QBO as Financial Destination
14:18 Inventory Feature Comparison
16:37 Why Inventory Is Worth It
18:09 Sales Orders Arrive in QBO
20:10 Available vs On Hand Quantity
23:05 Sales Order Visibility Gaps
25:26 Navigating Sales Orders List
26:47 Sales Order Gaps
28:02 Shipping Workflow Focus
29:04 Give Feedback in QBO
29:37 Item Receipts Explained
30:30 Why Separate Receiving
32:43 Inventory Receiving Method
34:10 Bills Hit Offset Account
38:35 Creating Item Receipts
41:57 Can You Turn It Off
45:32 FIFO vs Moving Average
49:25 Final Takeaways and Next