Reports are the backbone of an Accounting Pro and they have been getting an overhaul in QB Online. Rachel and Dan will be chatting about what's changing, and how to best navigate these changes while still supporting your clients during this transition.

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

Register for the Live sessions at: https://snip.ly/WSW
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO
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
00:28 The Importance of Modern Reports
00:54 Intuit Login Security Concerns
02:10 Hacking Vulnerabilities in QuickBooks
02:54 Real-Life Security Breaches
07:47 Multifactor Authentication Explained
18:42 Passkey: The New Security Feature
20:29 Multi-Factor Authentication Insights
23:39 The Importance of Unique Passwords
24:33 Introduction to Modern View Reports
26:27 Challenges with Classic Reports
28:43 Advantages of Modern Reports
30:50 Customization and Export Options
37:59 Feedback and Future Updates
38:58 Conclusion and Upcoming Topics

When the out of the box functions of QBO don't fit the mold, that's where custom fields come into play. Rachel and Dan will discuss the uses for Custom fields, the changes that occurred in July 2025, and the practical limitations of custom fields.

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

Register for the Live sessions at: https://snip.ly/WSW
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO
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
00:25 Frustrations and Data Projects
01:00 Introduction to Custom Fields
03:30 Custom Fields in QuickBooks Desktop
06:02 Custom Fields in QuickBooks Online
09:11 Limitations and Enhancements
23:30 Customer Hub and AI Integration
31:19 Automation and AI in Accounting
37:36 Conclusion and Next Week's Topic

The Bank feed has changed (again) Rachel and Dan discuss the highlights of the new changes.

New Bank Feed Blog: https://www.schoolofbookkeeping.com/blog/AIBankFeed

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

Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE

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

00:00 Introduction to Workshop Wednesdays
00:45 The Importance of Bank Feeds in QuickBooks
03:42 Challenges and Flexibility in Bank Feeds
07:44 Adapting to Changes in QuickBooks
14:34 New AI-Powered Bank Feed Features
20:31 Exploring the New Bank Feed
20:45 Challenges with Smart Suggestions
21:48 AI and Technology in QuickBooks
25:50 Navigating the New Bank Feed Interface
28:11 Feedback and Improvements
38:59 Upcoming Topics and Conclusion