Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the navigation changes in IAS Core vs QBOA

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 Greetings
00:33 Technical Difficulties and Streaming Issues
02:01 Introducing Intuit Accountant Suite
02:39 Navigating the New Interface
04:33 User Experiences and Feedback
05:44 QuickBooks Desktop App Discussion
09:52 Dashboard Customization and Widgets
18:07 Privacy and User Access
21:38 Navigation and Real Estate Challenges
26:31 UI Overhaul and App Integrations
27:23 QuickBooks Navigation Changes
31:04 Customization Options in QuickBooks
35:20 Client Management and Bookmarks
44:56 Global Header and Automation Features
53:58 Conclusion and Next Week's Preview

Rachel is back and we are kicking off 2026 with a New Series on Intuit Accountant Suite. We will discuss the changes that are coming and in the future workshops we will discuss the new features that Accountant's need to know about.

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 Welcome
01:02 Rachel's Sabbatical and New Acquisition
04:06 Holiday Updates and Personal Anecdotes
06:00 Announcements and Future Plans
07:39 Intuit Accountant Suite Overview
15:56 User Interface Changes and Navigation
20:21 Branding and Marketing Shifts
23:48 Introduction to Intuit Accountant Suite
24:41 Skepticism and Concerns
27:16 Comparing Intuit with Apple
29:27 Potential Issues with Integration
30:59 Changes in Intuit Accountant Suite
33:07 ProAdvisor Program and Certification
42:07 Pricing and Value Considerations
44:27 Conclusion and Next Steps

Streamline workflows and controls! Dan and Shanna explore approvals, automation, and best practices for keeping job costing clean and audit-ready in QBO.

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!!

Introduction and Welcome
Job Costing Series Overview
Weather and Personal Updates
Efficiencies in Workflows and Automations
Approval Processes in Accounting
Automation Tools and Their Benefits
Client Management and Communication
Discovery Calls and Client Fit
Pricing and Proposals
Bookkeeping for Contractors Group Launch
Conclusion and Holiday Wishes