Why QuickBooks Client Access Is Easier Than You Think [Workshop - 5/7/2025]

09/05/2025 35 min Temporada 5
Why QuickBooks Client Access Is Easier Than You Think [Workshop - 5/7/2025]

Listen "Why QuickBooks Client Access Is Easier Than You Think [Workshop - 5/7/2025]"

Episode Synopsis


Rachel and Dan will chat about the various ways to support your clients by accessing their QuickBooks file in both Online and Desktop. We will be joined by our friends at QBox. Learn About QBox: https://snip.ly/SOBQBox 
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 Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle 
Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!
00:00 Introduction and Greetings00:39 Introducing the Guest Speaker: Allison from Q Box01:38 QuickBooks Online vs Desktop02:32 Intuit's Policy Reversal on Tags08:24 Upcoming Premier Cohort Announcement09:48 Challenges with QuickBooks Desktop Collaboration18:28 Challenges with Remote Access19:14 Accountant's Copy Transfer Service24:05 Cloud Hosting for QuickBooks Desktop25:16 Introduction to Q Box26:33 Q Box Features and Benefits29:26 Cost Comparison: Q Box vs. Cloud Hosting31:13 Expanding Service Areas with Q Box33:18 Future of QuickBooks Desktop34:34 Conclusion and Next Week's Topic