Explore the revamped main menu in QuickBooks Online. We’ll show you where to find key features, how to pin your favorites, and how to move around with confidence—even if everything looks different.

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 Cold Open and Welcome
01:03 Baby Shower and Tamagotchi Talk
01:39 Self Care App Detour
03:35 Workshops Moving In Platform
10:10 Change Fatigue and AI Concerns
17:11 Light Bulb Moment for QuickBooks
22:27 QBO vs Desktop and Intercompany
24:35 New QBO UI Apps Explained
29:43 My Menu and Customization Tips
31:58 Integrations Feed and Navigation
35:17 Wrap Up and Next Topic Teaser

Stay ahead of the curve with the latest updates in QuickBooks Online Advanced. This session breaks down new features for revenue recognition and fixed asset management, making compliance and tracking easier than ever. Discover practical tips to streamline your workflow and boost your accounting accuracy.

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 Tax Day
00:52 Why Bookkeeping Matters
02:47 Workshop Focus Overview
04:52 Where Revenue Tools Moved
07:32 Build Recognition Templates
10:16 Assign Items and Invoicing
13:52 Service Date Requirement
15:28 Why Recognize Revenue
17:28 SOX and GAAP Context
19:59 Fixed Assets Dashboard
22:44 Depreciation Methods Setup
26:55 Limits Pricing and Alternatives
30:53 Wrap Up and Next Series

Duplicate lists can cause incorrect or inaccurate reporting. Merging them is the fastest way to correct this issue. Rachel and Dan will discuss how to go about merging lists and what to look out for.

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
00:30 Rachel Business Update
02:08 Books Close Surprise
04:03 Firm Books Blocked
04:51 Books Review Missing
08:12 URL Bookmark Workaround
10:22 Beta Changes and Billing
13:38 Merging Lists Intro
14:08 Why Duplicates Happen
16:08 Duplicate Customer Problems
20:48 Merge vs Inactivate
23:31 Duplicates or Entities
24:21 Merge vs Inactivate
26:05 Why Duplicates Happen
27:54 Merging Accounts Demo
28:37 No Undo and Backups
31:46 Hierarchy and Subaccounts
36:10 Customer Display Name Merge
38:57 Inventory Items Limitation
40:36 QBOA Merge Clients Tool
45:38 Prevent Duplicates Wrap Up