Workshop Wednesdays

Author: Dan DeLong and Rachel Dauchy

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. It's casual conversations for serious workflows! Watch the Live Stream on our YouTube Channel, Facebook Page or on our website at https://www.schoolofbookkeeping.com/workshop-wednesday. Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
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Language: en

Genres: Business, Technology

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Intuit Accountant Suite is the New QBOA: Pt. 2 - Navigation
Tuesday, 20 January, 2026

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 Greetings00:33 Technical Difficulties and Streaming Issues02:01 Introducing Intuit Accountant Suite02:39 Navigating the New Interface04:33 User Experiences and Feedback05:44 QuickBooks Desktop App Discussion09:52 Dashboard Customization and Widgets18:07 Privacy and User Access21:38 Navigation and Real Estate Challenges26:31 UI Overhaul and App Integrations27:23 QuickBooks Navigation Changes31:04 Customization Options in QuickBooks35:20 Client Management and Bookmarks44:56 Global Header and Automation Features53:58 Conclusion and Next Week's Preview