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Workshop Wednesdays

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

Podcast · By Dan DeLong and Rachel Dauchy · English · Official site

Indexed episodes, last 90 days
5
Latest publication
Sep 9, 2026
Audience
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Earliest in this view
Jul 8, 2026

Latest episodes

  1. Episode · Sep 9, 2026

    WSW - QuickBooks Business Network and Vendor Direct Pay (opens the original)

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    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 Welcome and Setup 00:12 Why Business Network Matters 01:13 Blog Guide and Where to Enable 02:31 How Connections Work 03:53 Finding Profiles and Sending Requests 07:19 Accepting Requests

  2. Episode · Aug 26, 2026

    WSW - Contracts [8.26.26] (opens the original)

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    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!! 0:40 - Workshop Wednesday Kickoff 1:17 - Rerun Setup and CRM Focus 2:33 - Contracts Feature Overview 3:28 - Finding Contracts in QBO 4:25 - Creating a Contract Step by Step 5:59 - Signers and

  3. Episode · Aug 19, 2026

    WSW - Podcast General AI and Purpose built AI with Aqqrue (opens the original)

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    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 Format 02:06 Rachel Travel Catchup 03:02 Surya Returns and Blog Setup 05:23 Accru and AI Landscape 08:33 Claude Connectors Limits 10:29 Traffic Light Risk Model 13:08 Clie

  4. Episode · Jul 15, 2026

    WSW - Podcast Parallel Approvals in QB Bill Pay QBO Advanced Workflows (opens the original)

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    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 Welcome and Agenda 01:30 Why Approvals Matter 02:51 Screen Share Setup 04:52 Workflow Automation Overview 07:04 Templates and Triggers 09:40 Build a Bill Approval 11:38 Sequential vs Pa

  5. Episode · Jul 8, 2026

    WSW - Podcast Buy Now Pay Later in QB Payments (opens the original)

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    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 Format Setup 02:33 QBO Outage Reactions 05:43 Offline Mode Wish 07:21 Outage Status Resources 12:08 Buy Now Pay Later Intro 14:06 How Affirm Works 16:16 Fees and Payout Flow 23

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