01/04/14 Start 2014 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. Welcome Marni! RT @MarnieStretch @CathyIconis Happy New Year #QBOChat peeps! Hi from snowy Alberta.
  13. 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
  14. @steffimcguire good for you…. I wrapped mine up 18 months ago and I still have test taking PTSD from it! #QBOChat
  15. Welcome John! RT @johnrshap John Shapiro, QBO product manager here #qbochat
  16. Thanks Lois! Glad you could warm up with us! RT @LoisMarketing *Warms her hands in @IconisGroup glow* #QBOChat
  17. @CathyIconis My son finished high school in June! Time really does fly #QBOChat
  18. I hope my twubs in working…seems slow, anyone else? #qbochat
  19. @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
  20. @CathyIconis @IconisGroup Yes I’m here — hopefully to stay 🙂 and not have to bow out early! Thanks #QBOChat
  21. That’s awesome! What part of town are you in? RT @LoisMarketing @IconisGroup Happy New Year fellow Atlantan! #QBOChat
  22. @fundinggates Welcome! I missed your smiling face over the holiday break! #qbochat
  23. Q1: How are you going to change the way you use @QBOnline for the better in 2014? #QBOchat
  24. 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
  25. A1: Hopefully I’ll be changing to use #Harmony with my existing clients #pleasepleaseplease #qbochat
  26. 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
  27. Amen!! RT @MarnieStretch @IconisGroup @QBOnline Hopefully all classic users will be on Harmony really soon! #QBOChat
  28. I heard that @QBOnline now has a window from Jan-Jun to convert people to Harmony – the new version of @QBOnline. #qbochat
  29. 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
  30. @IconisGroup @QBOnline #qbochat I’m trying to use the automation of reports more efficiently. Love that feature!
  31. 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
  32. A1: I would like to get a better process down to help clients seamlessly accept payments from their customers. #qbochat
  33. Are you worried about how any of the new changes can impact the way you work in @QBOnline? #QBOchat
  34. I am!! RT @IconisGroup Are you worried about how any of the new changes can impact the way you work in @QBOnline? #QBOchat
  35. @fundinggates @tsheets a 12mo tshirt!!! I’ll have to tweet pictures later. It is sooo cute!! #qbochat
  36. I never worry about anything, just wasted effort! RT @IconisGroup Are you worried about how any of the new changes in @QBOnline? #QBOchat
  37. You’re awesome! RT @KeepingBooksCC I never worry about anything, just wasted effort! #qbochat
  38. Years of therapy! Hahaha RT @CathyIconis You’re awesome! RT @KeepingBooksCC I never worry about anything, just wasted effort! #qbochat
  39. @CathyIconis @tsheets They sent me a Christmas Card via snail mail. And an online JibJab card! They are a classy bunch. #QBOChat
  40. @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
  41. Remember to change any dates on recurring email reports or budgets to reflect the New Year. #QBOchat
  42. Yes, I got cards from two from here, very nice, thank you! #qbochat
  43. A1: For all the job reports I have setup for clients, I have to rerun them for the current year. #qbochat
  44. 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
  45. RT @IconisGroup Remember to change any dates on recurring email reports or budgets to reflect the New Year. #QBOchat
  46. Curious…who uses QBO for a company with inventory? #QBOChat
  47. RT @MarnieStretch Curious…who uses QBO for a company with inventory? #QBOChat
  48. @MarnieStretch a few of our users on QBO have inventory…I personally recommend SOS Inventory as an add on, esp as they grow #qbochat
  49. Now is a good time to look at where your staff is using their time in the @QBOnline time reporting feature. #QBOChat
  50. Popping in late for #QBOChat. Happy New Year from frozen Ottawa everyone!
  51. #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?
  52. Welcome! We gladly take late for #QBOChat RT @BalanceSheetsCA Popping in late for #QBOChat. Happy New Year from frozen Ottawa everyone!
  53. We did a #QBOChat with them a while back…. I wonder if we still have the transcripts @MarnieStretch @fundinggates @sosinventory
  54. yes, on desktop I almost never touch the mouse, so I do find that a bit annoying on QBO @steffimcguire #qbochat
  55. in fact, I got a keyboard with the touchpad integrated for that very reason @BalanceSheetsCA #qbochat
  56. You can use a different budget for different segments in a company. #QBOChat
  57. I’ve given up using shortcut codes on the keyboard when I converted to mac. I’m just adjusting to that #QBOChat
  58. @steffimcguire @KeepingBooksCC I will say it’s much easier moving around in Harmony than Classic! #QBOChat
  59. how do you think the Cloud will change your practice in 2014? #qbochat
  60. @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
  61. @taxgrl fantastic! Thanks for the tip! I’ll be looking into that. #QBOChat
  62. Do you have too many items in your different lists – customers, vendors, products, classes? #QBOChat
  63. RT @alisonatintuit how do you think the Cloud will change your practice in 2014? #qbochat
  64. Great idea! RT @MarnieStretch: Just saw this ‘support a good cause’ post by ProAdvisor program on FB :  http://facebook.com/media/set/?set #QBOChat
  65. @IconisGroup I definitely need to inactivate [delete] lots of list items that activated when I converted to QBO #qbochat
  66. @alisonatintuit I’m hoping to move over 50% of my practice to the cloud this year. #QBOchat
  67. @IconisGroup @QBOnline I notice that renaming a company doesn’t have any affect on its name on your accountant dashboard. Bummer. #QBOChat
  68. That is awesome! RT @BalanceSheetsCA @alisonatintuit I’m hoping to move over 50% of my practice to the cloud this year. #QBOchat
  69. That is awesome! RT @BalanceSheetsCA @alisonatintuit I’m hoping to move over 50% of my practice to the cloud this year. #QBOchat
  70. Question for my #qbochat peeps – how do you use Bank Feeds in QBO? just to make reconciliation easier? or to actually enter data?
  71. Now is the time to review the “Budget verses Actual” report in #QBO to see how you need to adjust 2014. #QBOChat
  72. RT @BalanceSheetsCA @alisonatintuit I’m hoping to move over 50% of my practice to the cloud this year. #QBOchat
  73. @MarnieStretch @IconisGroup @QBOnline It should. Can you please share what you’re seeing so that we can fix that? #qbochat
  74. @alisonatintuit I just use them for reconciliation data. Always worried about missing class and split and any other special things #qbochat
  75. You can copy a previous budget, use last year’s numbers or create a budget from scratch in QuickBooks Online. #qbochat
  76. @BalanceSheetsCA you go girl! Canadians are always so forward-thinking 🙂
    #qbochat
  77. @alisonatintuit Great question. Cdn users need to be super careful about sales tax on purchases. Better to enter then verify IMHO. #QBOChat
  78. We thought of our favorite Canadian when we read this lovely top 10 list #QBOChat @ Marnistretch  http://qub.me/UC0VnR 
  79. @taxgrl interesting! Let’s see what the other #qbochat peeps say! Anyone else worried about missing splits when bank feeding in to QBO?
  80. @alisonatintuit To enter data. We can just reclassify any uncategorised transactions much more quickly #qbochat
  81. @alisonatintuit @taxgrl Splits and incorrect GST. I’ve never been a big fan of bank feeds, except for my own books! #QBOChat
  82. At the top of the account drop-down list is “Split”. I actually really want the description, class and customer fields! #qbochat
  83. Q4: What aspects of @QBOnline help you maintain work/life balance? #QBOChat
  84. All the automation options. RT @IconisGroup Q4: What aspects of @QBOnline help you maintain work/life balance? #QBOChat
  85. Try setting up recurring invoices for hands-free billing. #QBOchat
  86. @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
  87. Q4 I’m working from home by the fire with the family instead of going out in -35C! #qbochat
  88. @BalanceSheetsCA LOL! I am half Scottish, half English, raised in Canada and finished in California. What does that make me? #qbochat
  89. That is nice!! RT @BalanceSheetsCA Q4 I’m working from home by the fire with the family instead of going out in -35C! #qbochat
  90. @BalanceSheetsCA I think I need a fire. The handyman is painting a window and it is bringing in the cold air! #qbochat
  91. Whether that’s at the dance studio or the attorney’s office. #QBOChat @davidleary
  92. A4: @QBOnline really helps business owners take the stress out of the accounting and the #ProAdvisor can help guide them! #qbochat
  93. @BalanceSheetsCA What do you even set the temp in the house to when it’s that cold outside? #QBOChat
  94. Automatic email reporting allows you to sit back and get the information fed to you. #QBOchat
  95. A4: And, since @QBOnline works with so many 3rd party solutions, you can usually fit a solution to fix a problem. #qbochat
  96. @rabshaka21 21C. The heating just has to work harder to keep it comfortable. #QBochat
  97. @alisonatintuit @IconisGroup @QBOnline Done! I was also asked what they should add next. Scrolling instead of pg by pg for sure! #QBOChat
  98. Um, how does the outside temp affect the thermostat? Oh, you Atlantans may not understand 🙂 RT @rabshaka21 @BalanceSheetsCA #QBOChat
  99. @IconisGroup I’m not sure how much I’ll use the automatic email report function. #Qbochat
  100. Q5: What training are you focusing on while planning for the new year? #QBOChat
  101. @CathyIconis Ran out of room. Bank registers! Wouldn’t that be awesome? #QBOChat
  102. A5: I want to work on helping make sure my clients are ready for the transition to harmony #training #qbochat
  103. @KeepingBooksCC @BalanceSheetsCA Well, when you are used to such cold temps outside, does 50F get more comfortable? #QBOChat
  104. @MarnieStretch Yep! There is still so much room for improvement in the bank area. Isn’t there? #qbochat
  105. Some states offer training credits for staff learning required software in their jobs. #QBOchat
  106. A5: Do you think there is enough training available out there for @QBOnline? #qbochat
  107. @CathyIconis The other option was to add Sales Reps to Customers or something like that. I love that they’re asking! #qbochat
  108. @MarnieStretch Have you seen the new QBOA screen? And that they are going to do wholesaling? Not sure about CA though. #qbochat
  109. 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
  110. Here is an example of Georgia’s Retraining Tax Credit. #QBOchat
  111. @CathyIconis Exactly. From what I see most firms, and clients, are still firmly in hourly rate mode & not ready for it #QBOchat
  112. @CathyIconis I’m not sure about the screen…it looks the way it always has. Wholesaling? Do tell! #qbochat
  113. @MarnieStretch @johnrshap @IconisGroup @QBOnline that and change the company name from there 🙂 lol sorry had to answer that. #qbochat
  114. @BalanceSheetsCA @CathyIconis check out excellent videos on value billing by @wickersonabike ! +he has a fabulous British voice! #qbochat
  115. @CathyIconis Best tip of the day! Great hour with #QBOChat. See you next week!
  116. Gotta run #qbochat friends. But thanks SO MUCH for your participation, and you always know where to find me in the twitterverse!
  117. Remember to sign up for weekly email reminders for #QBOchat and get links to previous transcripts.
  118. Remember to sign up for weekly email reminders for #QBOchat and get links to previous transcripts.

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