01/04/14 Start 2014 Off Right

QuickBooks Online Tweet Chat – Start the Year Off Right

QuickBooks Online Tweet Chat – Start the Year Off Right

1/2/2014 #QBOChat Transcript

  1. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and your New Year’s Resolution.
  2. yo yo yo Brent here from Utah, owner of Keeping Books & Computing Consulting LLC #qbochat
  3. @IconisGroup Rebecca, in a very Soggy Atlanta, my new Year’s resolution…. that’s a toughie! #QBOChat
  4. Welcome Brent! RT @KeepingBooksCC yo yo yo Brent here from Utah, owner of Keeping Books & Computing Consulting LLC #qbochat
  5. #QBOchat Hi, I’m Stephanie McGuire from Minneapolis. My N.Y.R is to pass the CPA exam.
  6. Happy 2014 everyone! Jessi here from NJ, owner of taxgrl LLC…my resolution is to finally complete the overhaul of my website #qbochat
  7. Happy 2014 everyone! Jessi here from NJ, owner of taxgrl LLC…my resolution is to finally complete the overhaul of my website #qbochat
  8. RT @IconisGroup Welcome everyone to our weekly #QBOchat. Please introduce yourselves > Name, location and your New Year’s Resolution.
  9. Good, been very busy all through the holidays, should be working now but needed a break, and you? #qbochat
  10. Cathy Iconis here from Atlanta, GA. I’m still working on what my resolution should be! Take better care of myself?? #qbochat
  11. Welcome Stephanie! RT @steffimcguire #QBOchat Hi, I’m Stephanie McGuire from Minneapolis. My N.Y.R is to pass the CPA exam.
  12. I know it’ll be a big year for me. Buying and selling a house, Buying a new (used) car, Daughter starting Kindergarten in the fall. #qbochat
  13. @steffimcguire good for you…. I wrapped mine up 18 months ago and I still have test taking PTSD from it! #QBOChat
  14. Welcome John! RT @johnrshap John Shapiro, QBO product manager here #qbochat
  15. Thanks Lois! Glad you could warm up with us! RT @LoisMarketing *Warms her hands in @IconisGroup glow* #QBOChat
  16. @CathyIconis My son finished high school in June! Time really does fly #QBOChat
  17. I hope my twubs in working…seems slow, anyone else? #qbochat
  18. @CathyIconis I bought a pair of snowshoes and plan to use them very soon! It’s tough to love six solid months of cold and snow. #QBOChat
  19. @CathyIconis @IconisGroup Yes I’m here — hopefully to stay 🙂 and not have to bow out early! Thanks #QBOChat
  20. That’s awesome! What part of town are you in? RT @LoisMarketing @IconisGroup Happy New Year fellow Atlantan! #QBOChat
  21. @fundinggates Welcome! I missed your smiling face over the holiday break! #qbochat
  22. Q1: How are you going to change the way you use @QBOnline for the better in 2014? #QBOchat
  23. A1: I know there are a ton of changes to @QBOnline on the horizon, so I’m not sure what I’ll change yet. #qbochat
  24. A1: Hopefully I’ll be changing to use #Harmony with my existing clients #pleasepleaseplease #qbochat
  25. A1: I’ve tried the new Accountant login and I’m excited about where that will go. It just isn’t fully ready yet. #qbochat
  26. Amen!! RT @MarnieStretch @IconisGroup @QBOnline Hopefully all classic users will be on Harmony really soon! #QBOChat
  27. I heard that @QBOnline now has a window from Jan-Jun to convert people to Harmony – the new version of @QBOnline. #qbochat
  28. I agree, I like the format and #twubs was a big fail today RT @rabshaka21 I really like tweet chat better that twubs lately #QBOChat
  29. @IconisGroup @QBOnline #qbochat I’m trying to use the automation of reports more efficiently. Love that feature!
  30. By the way, I have to say that @tsheets is the sweetest group! My one-year old got a gift from for her Birthday!! #qbochat
  31. A1: I would like to get a better process down to help clients seamlessly accept payments from their customers. #qbochat
  32. Are you worried about how any of the new changes can impact the way you work in @QBOnline? #QBOchat
  33. I am!! RT @IconisGroup Are you worried about how any of the new changes can impact the way you work in @QBOnline? #QBOchat
  34. @fundinggates @tsheets a 12mo tshirt!!! I’ll have to tweet pictures later. It is sooo cute!! #qbochat
  35. I never worry about anything, just wasted effort! RT @IconisGroup Are you worried about how any of the new changes in @QBOnline? #QBOchat
  36. You’re awesome! RT @KeepingBooksCC I never worry about anything, just wasted effort! #qbochat
  37. Years of therapy! Hahaha RT @CathyIconis You’re awesome! RT @KeepingBooksCC I never worry about anything, just wasted effort! #qbochat
  38. @CathyIconis @tsheets They sent me a Christmas Card via snail mail. And an online JibJab card! They are a classy bunch. #QBOChat
  39. @MarnieStretch @tsheets I don’t know if I copied you, but I have a video of Sophie (1) falling asleep to the Jib Jab video. #qbochat
  40. Remember to change any dates on recurring email reports or budgets to reflect the New Year. #QBOchat
  41. Yes, I got cards from two from here, very nice, thank you! #qbochat
  42. A1: For all the job reports I have setup for clients, I have to rerun them for the current year. #qbochat
  43. A1: I also have to “book” costs to those jobs from the prior year, but back them out on the financials as a whole. #qbochat
  44. RT @IconisGroup Remember to change any dates on recurring email reports or budgets to reflect the New Year. #QBOchat
  45. Curious…who uses QBO for a company with inventory? #QBOChat
  46. @MarnieStretch a few of our users on QBO have inventory…I personally recommend SOS Inventory as an add on, esp as they grow #qbochat
  47. Now is a good time to look at where your staff is using their time in the @QBOnline time reporting feature. #QBOChat
  48. Popping in late for #QBOChat. Happy New Year from frozen Ottawa everyone!
  49. #QBOchat Beginner issue:I’m having a hard time using the mouse so much more while entering data over QBDT. anyone else feel the same?
  50. Welcome! We gladly take late for #QBOChat RT @BalanceSheetsCA Popping in late for #QBOChat. Happy New Year from frozen Ottawa everyone!
  51. We did a #QBOChat with them a while back…. I wonder if we still have the transcripts @MarnieStretch @fundinggates @sosinventory
  52. yes, on desktop I almost never touch the mouse, so I do find that a bit annoying on QBO @steffimcguire #qbochat
  53. in fact, I got a keyboard with the touchpad integrated for that very reason @BalanceSheetsCA #qbochat
  54. You can use a different budget for different segments in a company. #QBOChat
  55. I’ve given up using shortcut codes on the keyboard when I converted to mac. I’m just adjusting to that #QBOChat
  56. @steffimcguire @KeepingBooksCC I will say it’s much easier moving around in Harmony than Classic! #QBOChat
  57. how do you think the Cloud will change your practice in 2014? #qbochat
  58. @rabshaka21 There’s an awesome app called KeyCue for Mac that will show you all the keyboard shortcuts in an app, I love it! #qbochat
  59. @taxgrl fantastic! Thanks for the tip! I’ll be looking into that. #QBOChat
  60. Do you have too many items in your different lists – customers, vendors, products, classes? #QBOChat
  61. RT @alisonatintuit how do you think the Cloud will change your practice in 2014? #qbochat
  62. Great idea! RT @MarnieStretch: Just saw this ‘support a good cause’ post by ProAdvisor program on FB :  http://facebook.com/media/set/?set #QBOChat
  63. @IconisGroup I definitely need to inactivate [delete] lots of list items that activated when I converted to QBO #qbochat
  64. @alisonatintuit I’m hoping to move over 50% of my practice to the cloud this year. #QBOchat
  65. @IconisGroup @QBOnline I notice that renaming a company doesn’t have any affect on its name on your accountant dashboard. Bummer. #QBOChat
  66. That is awesome! RT @BalanceSheetsCA @alisonatintuit I’m hoping to move over 50% of my practice to the cloud this year. #QBOchat
  67. That is awesome! RT @BalanceSheetsCA @alisonatintuit I’m hoping to move over 50% of my practice to the cloud this year. #QBOchat
  68. Question for my #qbochat peeps – how do you use Bank Feeds in QBO? just to make reconciliation easier? or to actually enter data?
  69. Now is the time to review the “Budget verses Actual” report in #QBO to see how you need to adjust 2014. #QBOChat
  70. RT @BalanceSheetsCA @alisonatintuit I’m hoping to move over 50% of my practice to the cloud this year. #QBOchat
  71. @MarnieStretch @IconisGroup @QBOnline It should. Can you please share what you’re seeing so that we can fix that? #qbochat
  72. @alisonatintuit I just use them for reconciliation data. Always worried about missing class and split and any other special things #qbochat
  73. You can copy a previous budget, use last year’s numbers or create a budget from scratch in QuickBooks Online. #qbochat
  74. @BalanceSheetsCA you go girl! Canadians are always so forward-thinking 🙂
    #qbochat
  75. @alisonatintuit Great question. Cdn users need to be super careful about sales tax on purchases. Better to enter then verify IMHO. #QBOChat
  76. We thought of our favorite Canadian when we read this lovely top 10 list #QBOChat @ Marnistretch  http://qub.me/UC0VnR 
  77. @taxgrl interesting! Let’s see what the other #qbochat peeps say! Anyone else worried about missing splits when bank feeding in to QBO?
  78. @alisonatintuit To enter data. We can just reclassify any uncategorised transactions much more quickly #qbochat
  79. @alisonatintuit @taxgrl Splits and incorrect GST. I’ve never been a big fan of bank feeds, except for my own books! #QBOChat
  80. At the top of the account drop-down list is “Split”. I actually really want the description, class and customer fields! #qbochat
  81. Q4: What aspects of @QBOnline help you maintain work/life balance? #QBOChat
  82. All the automation options. RT @IconisGroup Q4: What aspects of @QBOnline help you maintain work/life balance? #QBOChat
  83. Try setting up recurring invoices for hands-free billing. #QBOchat
  84. @johnrshap @IconisGroup @QBOnline Because I create a lot of test files for training I decided to add a ‘Z’ to the front of the name #QBOChat
  85. Q4 I’m working from home by the fire with the family instead of going out in -35C! #qbochat
  86. @BalanceSheetsCA LOL! I am half Scottish, half English, raised in Canada and finished in California. What does that make me? #qbochat
  87. That is nice!! RT @BalanceSheetsCA Q4 I’m working from home by the fire with the family instead of going out in -35C! #qbochat
  88. @BalanceSheetsCA I think I need a fire. The handyman is painting a window and it is bringing in the cold air! #qbochat
  89. Whether that’s at the dance studio or the attorney’s office. #QBOChat @davidleary
  90. A4: @QBOnline really helps business owners take the stress out of the accounting and the #ProAdvisor can help guide them! #qbochat
  91. @BalanceSheetsCA What do you even set the temp in the house to when it’s that cold outside? #QBOChat
  92. Automatic email reporting allows you to sit back and get the information fed to you. #QBOchat
  93. A4: And, since @QBOnline works with so many 3rd party solutions, you can usually fit a solution to fix a problem. #qbochat
  94. @rabshaka21 21C. The heating just has to work harder to keep it comfortable. #QBochat
  95. @alisonatintuit @IconisGroup @QBOnline Done! I was also asked what they should add next. Scrolling instead of pg by pg for sure! #QBOChat
  96. Um, how does the outside temp affect the thermostat? Oh, you Atlantans may not understand 🙂 RT @rabshaka21 @BalanceSheetsCA #QBOChat
  97. @IconisGroup I’m not sure how much I’ll use the automatic email report function. #Qbochat
  98. Q5: What training are you focusing on while planning for the new year? #QBOChat
  99. @CathyIconis Ran out of room. Bank registers! Wouldn’t that be awesome? #QBOChat
  100. A5: I want to work on helping make sure my clients are ready for the transition to harmony #training #qbochat
  101. @KeepingBooksCC @BalanceSheetsCA Well, when you are used to such cold temps outside, does 50F get more comfortable? #QBOChat
  102. @MarnieStretch Yep! There is still so much room for improvement in the bank area. Isn’t there? #qbochat
  103. Some states offer training credits for staff learning required software in their jobs. #QBOchat
  104. A5: Do you think there is enough training available out there for @QBOnline? #qbochat
  105. @CathyIconis The other option was to add Sales Reps to Customers or something like that. I love that they’re asking! #qbochat
  106. @MarnieStretch Have you seen the new QBOA screen? And that they are going to do wholesaling? Not sure about CA though. #qbochat
  107. Ah, I see, maybe a little, it IS true that the same inside temp feels different in winter than summer in cold climes @rabshaka21 #qbochat
  108. Here is an example of Georgia’s Retraining Tax Credit. #QBOchat
  109. @CathyIconis Exactly. From what I see most firms, and clients, are still firmly in hourly rate mode & not ready for it #QBOchat
  110. @CathyIconis I’m not sure about the screen…it looks the way it always has. Wholesaling? Do tell! #qbochat
  111. @MarnieStretch @johnrshap @IconisGroup @QBOnline that and change the company name from there 🙂 lol sorry had to answer that. #qbochat
  112. @BalanceSheetsCA @CathyIconis check out excellent videos on value billing by @wickersonabike ! +he has a fabulous British voice! #qbochat
  113. Gotta run #qbochat friends. But thanks SO MUCH for your participation, and you always know where to find me in the twitterverse!
  114. Remember to sign up for weekly email reminders for #QBOchat and get links to previous transcripts.
  115. Remember to sign up for weekly email reminders for #QBOchat and get links to previous transcripts.

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QBOchat Admin

#QBOchat began in July 2013 with the simple idea to host a weekly Twitter conversation around QuickBooks Online (QBO). We have since grown into a very strong community comprised of a diverse group of users. Our weekly tweet chat is held each Thursday at 3:00PM Eastern. The discussions cover a wide range of topics including QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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