All Episodes
Episodes
QuickBooks Accountant Tools: Recent Updates for Roles, Client IDs, and Migrations
Discover what’s new for accountants and admins in QuickBooks Online. We’ll cover enhanced role-based access, organizing clients with custom IDs, and the latest improvements to the batch migration tool for moving from...
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Modern Reports in QuickBooks Online
Reports are the backbone of an Accounting Pro and they have been getting an overhaul in QB Online. Rachel and Dan will be chatting about what's changing, and how to best navigate these changes while still supporting...
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Custom Fields: QBO Changes in 2025 and Practical Limitations
When the out of the box functions of QBO don't fit the mold, that's where custom fields come into play. Rachel and Dan will discuss the uses for Custom fields, the changes that occurred in July 2025, and the practical...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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