Episodios

  • Using Bookkeep to Handle PayPal and QuickBooks Online
    Jun 27 2024

    Rachel and Dan will welcome Jason Richelson, Founder of Bookkeep to show how utilizing Bookkeep to integrate PayPal into QuickBooks Online can streamline this process.

    Schoolofbookkeeping and our friends and Complete Business Group have teamed up with Bookkeep. Learn More about Bookkeep and create your free Bookkeep Accountant Dashboard here: https://www.bookkeep.com/partners/complete-business-group/

    Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday

    Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

    00:00 Introduction and Welcome

    00:35 Unpacking PayPal

    02:50 Meet the Team

    07:23 What is Bookkeep?

    08:00 Deep Dive into Bookkeep Features

    18:55 Understanding PayPal in Bookkeeping

    28:52 Clearing Accounts Explained

    29:27 Bookkeep's Auto Reconciliation

    29:54 Interapp Clearing Account

    30:55 Complex Client Scenarios

    32:08 Mapping and Troubleshooting

    38:02 Connecting Payment Systems

    41:09 Client Connect Portal

    49:52 Handling New Data and Updates

    52:32 Best PayPal Integration

    53:50 Conclusion and Final Thoughts

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    56 m
  • PayTraQer Overview and QuickBooks Pricing Updates
    Jun 14 2024

    Rachel and Dan will discuss this option to bring in transactions into QuickBooks Online from Square, Stripe, PayPal and Clover

    Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday

    Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

    0:00 Introduction and Greetings

    00:23 Baseball Season and Personal Updates

    00:54 Challenges with PayPal and Multi-Currency

    03:17 Introduction to PayTracker

    07:22 Using PayTracker with Stripe

    17:35 QuickBooks Pricing Changes

    25:52 Pro Plus and Premier Plus Subscription Updates

    27:03 Extended Sales Period for Pro Plus and Premier Plus

    27:45 Desktop Accountant Pricing Changes

    28:33 Enterprise Subscription Discount Removal

    32:01 Desktop Payroll Pricing Overhaul

    33:17 Enhanced Payroll for Accountants

    36:08 ACH Payment Changes for Desktop

    41:53 Intuit's Impact on ProAdvisors

    47:01 Exploring Alternatives to Intuit

    51:34 Conclusion and Upcoming Events

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    47 m
  • Reconciling PayPal Demonstration
    Jun 14 2024

    Rachel and Dan will discuss some best practices and workflows when reconciling PayPal accounts. Rachel will demonstrate actually reconciling the PayPall account.

    Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday

    Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

    0:00 Introduction and Technical Glitches

    01:11 Understanding PayPal Bank vs. PayPal Clearing

    06:06 Reconciling PayPal Transactions

    12:16 Complexities of PayPal Reconciliation

    27:17 Understanding Expense Rules

    27:49 Terminology Confusion in Accounting

    31:26 Reconciling PayPal Accounts

    34:28 Handling Shopify Payments 3

    8:50 Automation Tools and Sales Receipts

    44:22 Complexities of PayPal Clearing

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    56 m
  • Reconciling PayPal - Best Practices
    May 30 2024

    Rachel and Dan will discuss some best practices and workflows when reconciling PayPal accounts.

    Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

    00:00 Introduction and Casual Conversation

    01:06 Challenges of Reconciling PayPal

    02:13 Importance of Accepting Multiple Payment Methods

    06:53 Classifying PayPal in QuickBooks

    10:47 Best Practices for Managing PayPal Balances 1

    6:48 Handling Transfers and Expenses in PayPal

    22:09 Complexities of Multiple Bank Connections

    24:16 Complexity of Managing Multiple PayPal Accounts

    26:04 Reconciling PayPal Like a Bank

    26:30 Special Circumstances for PayPal Usage

    29:24 Challenges with High Volume PayPal Transactions

    32:49 Handling PayPal Clearing Accounts

    34:13 Importance of Accurate Revenue Reporting

    43:19 Upcoming Features in QuickBooks for Auto Reconciliation

    46:53 Conclusion and Future Topics

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    49 m
  • New Invoice Experience in QuickBooks Online
    May 16 2024

    #sarcasm Yay!! There's a new Invoicing experience in QuickBooks Online!! This new "experience comes with som new features, but takes away some existing functionality. Rachel and Dan unpack what you can, and now what you can't do so you can get experienced in this new experience.

    Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday

    Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

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    49 m
  • Unapplied Cash Payment - Fundamental Truth
    May 10 2024

    Many times Unapplied cash payment is questionsed and never answered. Rachel and Dan will discuss this account, how it got there, and what you can do to remedy it. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

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    42 m
  • QBO Mobile App - Entering Expenses
    May 1 2024

    When you have Quickbooks Online, the free QBO Mobile App adds another layer of functionality when working inside of QuickBooks allowing you to do your task and have your Quickbooks Updated properly.

    We will discuss the expense tracking possible in the App Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday

    Brought to you by http://www.schoolofbookkeeping.com - Keep Learning

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    22 m
  • QB Live Assisted Announcement
    Apr 25 2024

    Rachel and Dan discuss the recent announcement on QB Live Assisted offering and what it could mean to the accounting profession.

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    46 m