FREE CONSULTATION
  • FREE Training Videos

Free Training Videos

Our free training videos are here to make bookkeeping easy and fun. Whether you’re just starting out or looking to brush up on your skills, we’ve got you covered. No jargon, no confusion. Just simple, straightforward lessons that anyone can follow. Dive in and discover how to manage your finances like a pro, all at your own pace and completely free of charge!

Working with multiple team members in QuickBooks Online Accountant? This video walks you through the team management features, what I see in my own account, and some of the confusing quirks I’ve discovered. I explain the difference between active team members (who show up under your Team list) and old lead accountants or inactive profiles that still show up as options when assigning client access—even if they left your business years ago! 🔍 What You’ll Learn: ✅ How to view and manage your current team members ✅ What to do if you see former employees listed as lead accountants ✅ How to delete inactive team members to clean up your account ✅ What I wish Intuit would do to make this easier This is a quick walkthrough for accounting firms or bookkeeping teams that work with multiple clients in QBO. 📅 Need help cleaning up your QBOA account or understanding user roles? Let’s chat: https://www.gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks tips & tutorials! ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:28 - Lead accountant list 01:50 - Delete team members 02:08 - Give team member access to client file 02:26 - Weird things I noticed 03:55 - Outro #QuickBooksOnline #qbo #QBOA This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Managing Team Members in QuickBooks Online Accountant – What You Need to Know
🎯 If you’ve ever changed your email address in your QuickBooks Intuit account and thought that was enough… you might want to double-check. In this video, I share what I discovered the hard way: updating your email in your Intuit account doesn’t update it in QuickBooks Payments. I walk you through how to update it in Merchant Services (not just in QBO) so you don’t miss important notices like I did. PLUS: A bonus tip you probably haven’t thought about—reviewing who has access to your Merchant Services account. I found people I hadn’t worked with in over 10 years still on my list. 😳 🔍 Here’s what you’ll learn: ✅ How to update your email in QuickBooks Payments ✅ The difference between Intuit account updates and Merchant Services updates ✅ How to check and manage user access in your Merchant Services account ✅ Why this matters for your security and peace of mind This is a quick but important reminder: updating your email in one place doesn’t mean it updates everywhere. 📅 Need help cleaning up your QuickBooks or Merchant Services settings? Let’s chat: https://www.gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more real-world QuickBooks insights! ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:41 - Managing your Intuit account 01:04 - Edit email in QuickBooks Payments 01:48 - Check who has access 02:53 - Outro #QuickBooksPayments #MerchantServices #QuickBooksOnlin This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Update Your Email in QuickBooks Payments & Check User Access
Expecting a QuickBooks Payments deposit that never showed up? That happened to me—and the reason wasn’t obvious. In this video, I share the full story of how I discovered QuickBooks was withholding funds from a payment I received, what alerts I didn’t get, and how I eventually found the issue buried in Merchant Services. Spoiler: I had to call support. 😩 If you've ever sent an invoice, had it marked as paid, and then wondered why the money never hit your bank account, this walkthrough will show you what to look for. 🔍 What You’ll Learn: ✅ How to check your QuickBooks Merchant Services for withheld funds ✅ Where to find the "Withheld" status in your transaction list ✅ Why alerts like “some deposits weren’t recorded” can be misleading ✅ What to expect (and not expect) from the Resolution Center ✅ Why you may need to call support—and what they’ll likely do Even though I can’t fix this for you, I hope this video helps you figure out where your payment went and gives you a clear next step to investigate. 📅 Need help with QuickBooks cleanup, troubleshooting, or understanding what’s going on in your file? Let’s chat: https://www.gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks how-tos and real-life experiences from the field. ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:07 - My situation 00:52 - How I found the withheld funds 01:58 - Merchant services 02:40 - What you should get 02:52 - Resolution center 03:53 - Outro #QuickBooksOnline #QuickBooksPayments #FundsWithheld This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
QuickBooks Payments Withheld? How I Found Out (and What You Should Check)
⚠️ I thought setting a $10 spending limit on my Relay bank card would stop unwanted charges. Spoiler: it didn’t. In this video, I share a real-world example from my own Gentle Frog “checking for videos” test account where I set up a Relay card with a strict spending limit. I assumed that would protect me from recurring charges tied to old subscriptions—especially one I’ve tried (unsuccessfully) to cancel for years. But one charge still went through. After calling Relay, I learned something important: recurring charges can override your spending limits. 😳 🔍 What You’ll Learn: ✅ How Relay’s spending controls actually work ✅ Why some blocked charges eventually go through ✅ The surprising behavior of recurring subscriptions ✅ What I did to fully block future charges ✅ Why this matters if you use Relay to test or manage subscriptions If you’re using Relay to limit subscription risks or manage trials, this is a must-watch. It might save you a surprise transaction or two. 📢 Have a similar experience? Drop a comment and let me know how you handled it. 📅 Need help organizing business expenses or cleaning up messy subscriptions? Let’s talk: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more real-life QuickBooks, bookkeeping, and software lessons! ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:16 - What happened 01:13 - Card with a spending limit 02:35 - What Relay said 03:08 - What I'm doing about this 04:54 - Find out who's getting these notifications 04:27 - Outro #RelayBank #bookkeepingtips This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Relay Bank Spending Limits Don’t Block Recurring Charges - Here’s What I Learned
Are you an accountant or bookkeeper still receiving payroll email notifications from a former QuickBooks Online client—even after being removed from their file? You're not alone. In this video, I walk through my real experience dealing with this exact situation, why it happens, and what you (or your client) can do about it. Despite being removed as an accountant user, I continued receiving QuickBooks Payroll notifications for a client I no longer worked with. Turns out, there’s a separate setting buried in the payroll section that controls who receives these emails—and it’s not automatically updated when an accountant is removed from the company file. 🔍 What You’ll Learn: ✅ Why removed accountant users may still get payroll notifications ✅ What Intuit support says about removing email recipients ✅ How to access Payroll Settings ➡️ Email Notifications ✅ What business owners must do to fully remove an accountant ✅ Why this is frustrating and what could be improved This video is for accountants, bookkeepers, and QBO users who manage clients with QuickBooks Payroll. If you’re dealing with lingering emails or access issues, this walkthrough will give you clarity, and hopefully spark change. 📢 Have you experienced this too? Drop a comment and share your story! 📅 Need help cleaning up client access or managing QuickBooks settings? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more real-world QuickBooks tips & tutorials. ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:12 - Payroll email example 01:07 - Chat with Intuit about this issue 02:25 - Find payroll settings 03:26 - Payroll Email notification 04:54 - Find out who's getting these notifications 05:40 - Outro #QuickBooksOnline #qbo #payroll This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Got Removed from a Client's QuickBooks, But Still Getting Payroll Emails?
Worried about the security of your QuickBooks Online account? 🔐 In this quick video, I walk you through simple but powerful ways to protect your QBO account—whether you're a business owner, accountant, or regular user. From enabling two-factor authentication to setting up passkeys and verifying your contact info, these steps can help prevent unauthorized access and keep your data safe. 🔐 What You’ll Learn: ✅ How to access your Intuit account security settings ✅ Why your user ID should be different from your email ✅ How to confirm your email, phone number, and authenticator app are set up ✅ What passkeys are and how to set one up using your phone ✅ Why these changes are important for QBO security and peace of mind Whether you’ve never reviewed your QuickBooks security settings or just want to double-check them, this tutorial is a great place to start. 📢 Need help implementing these security measures? I recommend Empowered IT Solutions—my go-to team for trusted support. 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:12 - Manage Your Intuit Account 00:35 - Sign in & Security 00:54 - Setup Passkeys 02:25 - Empowered IT 02:42 - Outro #QuickBooksOnline #qbo #QBOsecurity This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
QuickBooks Online Security Tips – How to Protect Your Account with Passkeys & 2FA
Are you using QuickBooks Payments? If so, there are a few hidden settings worth reviewing to keep your business details accurate and your account secure. In this video, I walk you through two important things to check in your QuickBooks Payments account: your business info and your user access list. 🔍💳 You might be surprised by who still has access! I found multiple old email addresses and users I hadn’t worked with in years—and in some cases, those accounts were even closed. Take a few minutes to clean up your list and make sure everything is current. 🔍 What You’ll Learn: ✅ How to navigate to QuickBooks Payments settings ✅ How to update your business information ✅ How to remove American Express as a payment option (if you want to) ✅ How to review and manage user access to your Payments account ✅ Why keeping this list clean helps protect your business and your clients This is a quick and important review every QuickBooks Payments user should do. Whether you're actively using the tool or just want to make sure your info is up to date, this walkthrough makes it easy. 📢 Need help managing your QuickBooks Payments account or user access? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:12 - Open QuickBooks Payments 00:30 - Edit Business Info 00:43 - Remove American Express option 00:57 - Manage user access 01:46 - Outro #QuickBooksOnline #qbo #QuickBooksPayments This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
QuickBooks Payments: How to Review User Access & Business Info – What You Might Be Missing
⚠️ Intuit account breaches—including QuickBooks Online logins—are becoming more common, and most users don’t realize how vulnerable they really are. In this episode of the Bookkeeping Lily Pad Podcast, I break down what’s happening, why it matters, and what steps you should take to protect your account. If you’re a bookkeeper, accountant, or small business owner who relies on QuickBooks, this is your security wake-up call. I’m sharing the biggest login mistakes I see people make, and how to strengthen your Intuit account with better settings and safer habits. 🔐 What You’ll Learn: ✅ Why predictable user IDs put your account at risk ✅ The importance of using a unique login (not your email) ✅ How to set up passkeys and improve login security ✅ The limitations of two-factor authentication (2FA) ✅ What Intuit doesn’t offer—and why we need a 24/7 account lockout option This episode is part PSA, part practical how-to—and 100% focused on keeping your books (and your clients’ data) safe. 📅 Need help reviewing or tightening up your QuickBooks Online account security? Let’s chat: https://gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell to get more QuickBooks security tips, tech walkthroughs, and behind-the-scenes real talk. Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ #BookkeepingBusiness #DiscoveryCalls #entrepreneurship This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Is Your QuickBooks Account Safe What to Know About Intuit Hacks and Security Risks
Need to remove a user from your QuickBooks Online account? Whether it's a former employee, bookkeeper, or accountant, this quick tutorial shows you exactly how to delete users in QBO—including both regular users and accounting firm users. 🧹👥 This video walks you through the Manage Users settings, how to find the user, and the steps to confirm their removal. It’s a quick process but an important one for keeping your data secure and your access list up to date. 🔍 What You’ll Learn: ✅ How to navigate to the Manage Users section in QuickBooks ✅ How to delete a regular user from your account ✅ How to remove an accounting firm or accountant user ✅ What to check before confirming deletion ✅ Tips for keeping your QuickBooks Online user list clean and current Perfect for small business owners, admins, and bookkeepers, this tutorial helps you stay in control of who has access to your QuickBooks file. 📢 Need help managing users or cleaning up your QBO account? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:10 - Manage Users 00:22 - Delete User 00:30 - Accounting Firms 00:50 - Outro #QuickBooksOnline #qbo #ManageUsers This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Delete a User from QuickBooks Online – Step by Step Tutorial
In this video, I’m joined by Blaine Bertsch, co-founder and CEO of Dryrun, to walk through a full demo of the platform and explore how Dryrun helps businesses take control of cash flow forecasting, budgeting, and scenario modeling. Whether you’re a CFO, a fractional bookkeeper, or a business owner juggling multiple entities, this tool might be exactly what you’ve been looking for. 💡 Dryrun is built for companies that experience lumpy cash flow, complex accounts receivable/payable cycles, or need to consolidate and compare multiple business units or forecasts. Blaine walks through live forecasting, how to model “what if” scenarios, track actuals vs budget, and visualize cash flow on a daily, weekly, or monthly basis. 🔍 What You’ll Learn: ✅ What Dryrun is and who it’s built for ✅ How to manage cash in, cash out, and recurring expenses ✅ How to model “what if” scenarios (e.g., new loans or large purchases) ✅ How to handle multi-entity and multi-currency consolidation ✅ Why Dryrun is a game-changer for CFOs, fractional bookkeepers & finance teams ✅ Export options and collaboration features built for reporting Whether you’re frustrated by spreadsheets with 50 tabs or just want a better view of your cash flow, this demo gives you a real-world look at how Dryrun can simplify your process and improve your financial insights. 📈 Learn more or book a demo at: https://www.dryrun.com 📢 Have Questions? Drop them in the comments! Need Bookkkeeping help? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:10 - About Dryrun 01:30 - Dryrun forecast demo 07:40 - Creating a What If scenario 09:50 - Building on auto-forecasting 11:38 - Data import 13:12 - Consolidate locations 15:08 - Multi-currency 16:10 - Days outstanding 17:19 - Who is Dryrun for 21:19 - CFO / Fractional CFO 22:15 - Learn more 23:00 - Outro #dryrun #cashflow #FinancialPlanning This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Dryrun Demo with Blaine Bertsch – Cash Flow Forecasting & Scenario Planning Made Easy
In this video, I walk you through how I set up a Xero account from scratch using my accountant access. I started by comparing plans and pricing, and I chose the Early plan for my test scenario. I also explored the optional QuickBooks to Xero conversion tool—but spoiler: I decided not to go that route because of the cost and complexity (and because my QuickBooks file has multi-currency turned on, which complicates things!). 🔍 What You’ll Learn: ✅ How to create a new client in Xero as an accountant ✅ How to start a 30-day trial and choose the right plan ✅ What the QuickBooks conversion tool offers—and why I skipped it ✅ My honest thoughts about using Xero vs. QuickBooks ✅ Why sometimes it’s better to start fresh instead of migrating data I’m not offering Xero training at the moment, but I do offer bookkeeping services for businesses using Xero, so if you’re thinking about making the switch or just getting set up, let’s chat! 📅 Book a discovery call: https://www.gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more videos on real-world bookkeeping workflows and software comparisons. ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:11 - Picking a plan and getting started 01:00 - Add a new account as an accountant user 02:16 - Checking out JetConvert 05:52 - New Xero account dashboard 06:57 - Outro #Xero #QuickBooksToXero #AccountingSoftware #XeroSetup This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Setting Up a Xero Account from Scratch – My Experience as an Accountant User
Thinking of moving your bookkeeping or business over to Xero? In this video, I walk through my first impressions of Xero—accounting software that competes with QuickBooks Online—and how I’m evaluating it for three very different businesses: my bookkeeping firm, rental properties, and a Canadian startup. I share what I’m learning as I dig into Xero’s plans, pricing, and features, and how I’m deciding if the Early plan, Growing plan, or Established plan is the right fit for me. Spoiler: even as someone super comfortable in QuickBooks, there’s a learning curve! 🔍 What You’ll Learn: ✅ Key differences between Xero and QuickBooks Online ✅ How Xero’s plans work (including what’s actually included at each level) ✅ My honest thoughts on transitioning to Xero and what it feels like to start fresh ✅ How I’m thinking through real use cases, like invoicing and expenses ✅ Why it’s okay to not be “an expert” when you’re exploring new software If you’re curious about Xero, thinking about switching, or just want a real look at how it feels to learn a new platform (even if you’re a pro at another!), this video is for you. 💡 Need help deciding if Xero is right for your bookkeeping? Let’s chat: https://www.gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell to follow along as I share future videos on actually setting up Xero and what I find along the way. ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:16 - Why I'm looking at Xero 01:36 - Comparing plans 05:03 - Xero's Expense Tracker 07:08 - Price for multiple companies 08:15 - Outro #Xero #AccountingSoftware This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Exploring Xero: My First Impressions & Plan Comparison for Bookkeepers
Load More Subscribe

Gentle Frog offers outsourced bookkeeping and for the DIY’er, we make learning accounting software effortless with in-depth training that encompasses accounting fundamentals, shortcuts, and workarounds

  • 1100 Bellevue Way NE, Ste 8A-925 Bellevue, WA 98004 USA
  • 1505 Laperriere Ave, Ste 366 Ottawa, ON K1Z 7T1 Canada
  • 206-910-1945
  • [email protected]
Youtube Linkedin

Quick Links

Legal Links

The Newsletter You'll Look Forward to Reading!

Privacy Policy

©Copyright 2025 Gentle Frog, LLC. All rights reserved. Reproduction or duplication is strictly prohibited. Intuit, the Intuit logo, Quicken, QuickBooks, TurboTax, Lacerte, ProSeries and QuickBase, among others, are registered trademarks and/or registered service marks of Intuit Inc., or one of its subsidiaries, in the United States and other countries.

Built with love by Authority One Design, LLC.

Review Your QuickBooks

Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

FREE Mini Course

Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

We won’t send spam. Unsubscribe at any time.