by Dan DeLong and Rachel Dauchy
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
Language
🇺🇲
Publishing Since
2/4/2021
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
June 10, 2026
<p>Supercharge your navigation with tools designed to make life easier. We’ll demo the QBO Desktop App, introduce you to RightTool, and share how bookmarks can save you time and clicks every day.<br> <br>Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. <br> <br>BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: <a href="https://snip.ly/bundle">https://snip.ly/bundle</a> </p> <p>Brought to you by <a href="http://www.schoolofbookkeeping.com">http://www.schoolofbookkeeping.com</a>- Keep Learning QuickBooks - Your Way!!</p> <p>00:00 Welcome Back Updates<br>00:45 Workshops Move In House<br>03:04 Schedule QR Code<br>04:36 Navigation Power Ups<br>06:37 Desktop App Download<br>08:49 Desktop View Benefits<br>18:28 Right Tool Overview<br>19:36 Batch Cleanup Wins<br>24:05 Cohort Promo Details<br>26:25 Shortcuts Bookmarks Tips<br>30:27 Right Tool Pro Features<br>38:08 Wrap Up Next Steps</p>
May 13, 2026
<p>Discover the power of the new global menu—your one-stop shop for search, tasks, workflows, integrations, settings, profile, help, and Intuit Intelligence. We’ll break down each feature and show you how it fits into your daily routine.<br> <br>Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.</p> <p>BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: <a href="https://snip.ly/bundle">https://snip.ly/bundle</a> </p> <p>Brought to you by <a href="http://www.schoolofbookkeeping.com">http://www.schoolofbookkeeping.com</a> - Keep Learning QuickBooks - Your Way!!</p> <p>00:00 Welcome and UI Changes<br>01:18 Why Search Matters<br>04:21 Adapting to Software Updates<br>06:24 Global Nav Bar Overview<br>07:26 Firm vs Client Color Cues<br>09:46 Company Switcher Tips<br>11:46 Global Search Deep Dive<br>16:40 Tasks and Workflow Automation<br>22:47 Integrations Hub Explained<br>25:51 Notifications Bell Inbox<br>28:11 Gear Menu Settings and Shortcuts<br>31:53 Screen Share With Intuit<br>32:20 Transfer Clients Between Firms<br>34:00 Merge Duplicate Clients<br>35:27 Resolution Center And Company Menu<br>36:31 Sample Company And Switching Firms<br>39:08 My Experts Upsells In Client View<br>41:33 Help Menu Filters And Contact Options<br>43:25 When To Call Support<br>47:34 Callback Vs Chat Reality<br>51:51 Intuit Intelligence And GenOS<br>56:10 Testing AI Accounting Answers<br>58:51 Wrap Up And Next Workshop</p>
May 6, 2026
<p>Get hands-on with QBO’s revamped Bank Feed. We’ll walk you through the new layout, show you how to find and match transactions, and help you make the most of updated navigation tools.<br> <br>Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.</p> <p>BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: <a href="https://snip.ly/bundle">https://snip.ly/bundle</a> </p> <p>Brought to you by <a href="http://www.schoolofbookkeeping.com">http://www.schoolofbookkeeping.com</a> - Keep Learning QuickBooks - Your Way!!</p> <p>00:00 Welcome and Catch Up<br>00:23 Derby Hats and Fascinators<br>02:18 Workshops Moving Inside<br>04:48 Reactions to QBO Changes<br>07:31 AI Suggestions and Rules<br>10:47 Bank Feeds Power and Pitfalls<br>13:36 Why Pros Handle Feeds<br>16:35 Old vs New Bank Feed Tour<br>17:29 New Terminology Pending Posted<br>19:38 Layout Tweaks and Account Tiles<br>20:51 Gear Menu Columns and Options<br>24:22 Grouping Sorting Preferences<br>26:01 Suggested Categorization Stress<br>27:35 Page Size and Pagination Pitfalls<br>28:30 Amounts and Editable Dates<br>30:20 Bank Details to Memo<br>31:48 Match Toggle and Action Menu<br>34:39 Backdated Bills Workflow<br>35:50 Files and Request Info Tools<br>38:07 Categorization History and Splits<br>39:53 Products Services and Inventory Caution<br>43:07 Filters Sorting and Match Views<br>46:57 Wrap Up and Next Workshop</p>
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
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
This podcast updates daily.
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
No, this podcast does not typically feature guests.
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.