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

The modern reporting customizations received a few tweaks. Rachel and Dan will be discussing the changes and best practices for reports in QuickBooks Online.

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

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 Welcome and Tech Hiccups
01:20 Why Reports Matter in QuickBooks
03:17 Go To Report P&L by Month
05:45 Classic vs Modern Reports Debate
07:01 Accuracy Glitches and Trust Issues
09:54 Why Modern Reports Exist Large Data
13:58 Finding Reports by QBO Version
16:02 Canny Feedback Channel for Accountants
18:57 Modern Report Upgrades Dates and Persistence
21:08 Auto Refresh Reports
23:11 Simpler Customization Prompts
24:05 Handling Large Reports
27:45 Modern vs Classic View
31:16 Export to Excel Fixes
32:25 Calculated Fields Options
34:21 Scheduling Report Groups
36:19 Aging Reports Drilldowns
38:19 Wrap Up and Next Topic

See how Relay and QuickBooks Online work together to make reconciliations a breeze. This session covers practical tips for syncing accounts, catching errors, and saving time—plus, you’ll discover Relay’s no minimum balance, no fees, and easy access to check images. Get ready for a smoother, stress-free close with features built for accountants.

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 Guest Host
01:42 Why Banking Breaks QBO
03:04 What Is Relay
04:42 Relay Origin Story
07:20 Remote Account Setup Win
11:27 Core Features and Pricing
15:13 Accountant Access Dashboard
18:00 Tiers Grow and Scale
21:25 Bill Pay Automation
23:48 Statement Fetch Reconcile
32:33 Advisory Value for Clients
36:22 FDIC Bonus and Support
39:01 Wrap Up and Next Steps

Discover what to do when Intuit’s accountant suite just isn’t cutting it. Rachel and Dan will explore smarter tools and strategies for accounting pros ready to level up. Find out how to streamline your workflow and deliver more for your clients—no em dashes required.

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

Register for the Live sessions at: https://snip.ly/WSW
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 Back Rachel
00:23 Mexico Trip Banter
02:24 Series Recap And Today Topic
04:23 Practice Management Basics
06:53 From Sheets To SOPs
09:14 Scaling With Standards
11:46 Shared Inbox And Visibility
15:35 Secure Portals And Files
19:24 Onboarding And Proposals
22:18 Tool Overlap And Integrations
25:20 AI Hype Fatigue
27:32 Old School Release Cycles
28:18 AI Bubble Reality Check
29:17 Intuit Intelligence Popups
30:17 When AI Actually Helps
31:31 AR Aging Edge Case Fail
33:10 Paywalled Prompts Model
34:52 Integrated AI Tradeoffs
36:25 Practice Tools Tried
38:29 Double vs Client Hub
41:25 Feature Creep and Obsolescence
45:30 Wrap Up and Next Guests

Intuit Accountant Suite has some features on the horizon that will enable accounting professionals to leverage insights for the clients and their firm. Rachel and Dan take a peak at some of those features on the horizon.

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 Back + Series Recap: Intuit Accountant Suite Updates
01:32 What’s New in Beta: Intuit Intelligent Agents (AI Companion)
03:08 Prompts, Pricing, and Core vs Accelerate Differences
05:50 Coming Soon: Client Portfolio Comparisons & Client-Level Insights
07:00 Future Roadmap: Capacity Planning with Payroll, Time, and Alerts
10:51 User Groups & Bulk Team Assignments (Now in Beta)
11:25 Why Realm Consolidation Matters (Avoid Paying Twice)
14:56 Realm Consolidation 101: Key Terms, Source vs Target Realms
18:18 Before You Transfer: Billing, Apps, ProConnect Tax & Other Gotchas
22:11 Choosing the Right Target Realm: Best Practices & Support Tips
24:11 Step-by-Step: How to Transfer Clients to the Target Realm
28:08 Wrap-Up: Is Consolidation Worth It? Next Workshop Teaser

When you have multiple clients, having a dashboard that gives you as an advisor insights into what is going on with your client's books without needing to investigate every client is working smarter, not harder. Rachel and Dan discuss the Client Insights feature in Intuit Accountant Suite and how this helps accountants.

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 Introduction and Workshop Overview
01:20 Books Close Feature Issues and Updates
03:55 Books Close Playbook and Resources
08:42 Client Insights Overview
12:06 Client Insights Customization and Features
17:22 Client Insights Practical Applications
20:21 Conclusion and Next Week's Preview