Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. It's casual conversations for serious workflows!
Watch the Live Stream on our YouTube Channel, Facebook Page or on our website at https://www.schoolofbookkeeping.com/workshop-wednesday.
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
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 (https://snip.ly/bundle)
Brought to you by http://www.schoolofbookkeeping.com (http://www.schoolofbookkeeping.com) - Keep Learning QuickBooks - Your Way!!
00:00 Sales Tax Small Talk
01:21 Intuit Three Big Bets
03:15 Center of Money Explained
08:18 Risks of One Basket
12:16 Customer Service Reality
14:34 Introducing Intuit Card
15:43 Perks and Card Features
18:42 Applying Inside QuickBooks
19:48 Denied Application Surprise
21:22 Will Clients Switch Cards
26:51 Airline Miles Debate
30:32 Workshop Format Updates
33:31 Joel Intro and Nitwit
36:40 Next Sessions and Wrap
30 Sept 2026
WSW - Playbooks in Intuit Accountant Suite
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 (https://snip.ly/bundle)
Brought to you by http://www.schoolofbookkeeping.com (http://www.schoolofbookkeeping.com) - Keep Learning QuickBooks - Your Way!!
00:00 Kickoff And Intros
01:33 Bald Eagle Small Talk
02:34 What Playbooks Are
03:11 Work Vs Other Tools
05:40 Why Intuit Built This
10:10 Access And Pricing Caveats
12:31 Creating A Playbook
14:24 Chart Of Accounts Templates
15:50 Policies And Bank Rules
19:22 Company Settings Templates
20:56 Books Close And Roles
24:22 Costs And Value Debate
28:50 Client Access And Limits
30:18 Next Week Teaser Wrap
23 Sept 2026
WSW - Intuit Canny Feedback - Matching in the Bank Feed
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 (https://snip.ly/bundle)
Brought to you by http://www.schoolofbookkeeping.com (http://www.schoolofbookkeeping.com) - Keep Learning QuickBooks - Your Way!!
00:00 Welcome and Catch Up
01:08 A2X Camp Highlights
02:49 AI vs Automation Tools
09:00 Using Intuit Canny Feedback
14:14 Blue Match Confidence Badges
19:20 Training Machines Concerns
27:23 Protecting Firm IP with Double
31:22 Client Portal Switching Story
34:58 Accru Cohort Announcement
40:03 Nitwit Prompt Stitching
44:29 Wrap Up and Next Week
Contact Workshop Wednesdays
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Workshop Wednesdays
Who hosts Workshop Wednesdays?
Dan and Rachel host the show. Published by Dan DeLong and Rachel Dauchy.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Workshop Wednesdays take guests?
The show does not typically feature guests, based on episode analyses.
Host of Workshop Wednesdays?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
