01/09/14 Open Q&A

QuickBooks Online Tweet Chat – Q&A

1/9/14 #QBOchat Transcript

  1. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and how many years using QBO.
  2. @davidleary @turbotax #QBOchat saw this I think FANTASTIC commercial~ Stopped me in my tracks~
  3. Having trouble viewing tweets through twubs. What am I doing wrong? #qbochat
  4. @jazfun @davidleary @turbotax I really like the tone of that commercial! @Intuit is really getting some good videos out there. #qbochat
  5. Brent here, from Utah, owner of Keeping Books & Computing Consulting LLC, using QBO for 3 years #qbochat
  6. Join the #QuickBooks Online chat happening now! Just include the hashtag #qbochat in your tweet to join the conversation!
  7. @Accounting6irl We have pretty much all moved to TweetChat. Twubs has been giving us issues for weeks. #qbochat
  8. RT @IntuitAccts: Join the #QuickBooks Online chat happening now! Just include the hashtag #qbochat in your tweet to join the conversation!
  9. Cathy Iconis from Atlanta, GA here! I’ve been using QuickBooks Online for 4 years! #qbochat
  10. Welcome Cathy! RT @CathyIconis Cathy Iconis from Atlanta, GA here! I’ve been using QuickBooks Online for 4 years! #qbochat
  11. Stephanie from Minneapolis and using QBO for about a year maybe but wanting to switch for many more. #QBOchat
  12. Welcome! Has it warmed up for you a bit? RT @BalanceSheetsCA me too!!! RT @Accounting6irl: I’m here!!! #qbochat
  13. @IconisGroup #qbochat @jazfun HERE~ 🙂 I live in Sunny Scottsdale AZ. Started using QBO back in the day- 10yrs. Restarted again 3 yrs ago
  14. I’m sure it is, I will wait until the opening chit chat dies down RT @CathyIconis Uh oh. I hope it is easy! #qbochat
  15. Welcome Stephanie MT @steffimcguire Stephanie from Minneapolis and using QBO for about a year but want to switch for many more. #QBOchat
  16. Welcome Brent! RT @KeepingBooksCC I’m sure it is, I will wait until the opening chit chat dies down RT @CathyIconis #qbochat
  17. @jazfun How has the New Year been treating you? And everyone else? #qbochat
  18. And there YOU are! We are glad you are joining! RT @Accounting6irl Ah, there you all are! #QBOchat
  19. @IconisGroup @Accounting6irl yes much warmer. We’re going from -35C windchill this week to plus 8C and rain this wknd! #QBOchat
  20. @BalanceSheetsCA @IconisGroup @Accounting6irl I have a new appreciation for your weather after we had the polar vortex pay a visit #QBOChat
  21. We are having blizzards of fun here in the midwest! #QBOchat
  22. Hey everyone! Jessi here from NJ, owner of Taxgrl LLC, QBO user for 6ish non-consecutive yrs #qbochat
  23. Good to see you Jessi! RT @taxgrl Hey everyone! Jessi here from NJ, owner of Taxgrl LLC, QBO user for 6ish non-consecutive yrs #qbochat
  24. @CathyIconis #qbochat a bumpy start but we will get going~ Can’t wait for the exciting year ahead. Lots of potential
  25. Rebecca in Atlanta here, Accountant and almost CPA, 1 year of QBO use #QBOChat
  26. @CathyIconis doing fairly well, getting into the swing of tax season, slowly losing my free time 😉 How’re you doing? #qbochat
  27. I am watching the 6 inches of snow fall out my office window #qbochat
  28. @CathyIconis Happy New Year~ #QBOchat How is your new year? Love to see you on Thursdays~
  29. RT @jazfun @CathyIconis #qbochat a bumpy start but we will get going~ Can’t wait for the exciting year ahead. Lots of potential
  30. @taxgrl Trying to get everyone through Year-End so they can get their taxes done. #qbochat
  31. I’m still having difficulties with this chat format. I am twitterly challenged. It’s not as easy as the other format. #QBOchat
  32. Or double it and add thirty, roughly RT @KeepingBooksCC: it’s really simple Cathy, C = (F-32)*5/8 🙂 #qbochat
  33. Today is open Q&A so start your questions, comments, concerns, issues, etc. #QBOchat
  34. @jazfun New Year is getting there. The weather put me back a few days. #qbochat
  35. really, I think it is much better than twubs RT @Accounting6irl I’m still having difficulties It’s not as easy as the other format. #QBOchat
  36. @Accounting6irl I lose reading tweets so quickly in here – but oh well! #qbochat
  37. Our heat went out DURING the Polar Vortex. Great way to start the NY! #qbochat
  38. @CathyIconis new opportunities to teach QBO, new professional partnerships & a great group of ladies to wine with 😉 #QBOchat
  39. WOW RT @KeepingBooksCC I am watching the 6 inches of snow fall out my office window #qbochat
  40. Oh No!! RT @fundinggates Our heat went out DURING the Polar Vortex. Great way to start the NY! #qbochat
  41. YIKES! RT @fundinggates Our heat went out DURING the Polar Vortex. Great way to start the NY! #qbochat
  42. @Accounting6irl you’re doing great for a newbie! Didn’t you just start at Sleeter? #QBOchat
  43. RT @IconisGroup Today is open Q&A so start your questions, comments, concerns, issues, etc. #QBOchat
  44. K, Cathy, you sent out an email or tweet about a new cloud service that integrates documents storage with QBO #qbochat
  45. RT @IconisGroup Today is open Q&A so start your questions, comments, concerns, issues, etc. #QBOchat
  46. #QBOchat my current issue is: having a hard time adjusting from QBDT payroll summary to qbo payroll reports–all the info isn’t on 1 report
  47. Sorry we’re late! Hello to everyone and happy new year! #qbochat
  48. my question is, I have SmartVault already and love it with desktop, doesn’t it already aslo integrate with QBO? haven’t tried it #qbochat
  49. #qbochat wasn’t there a site we could go to and ask to upgrade to new version QBO? @IconisGroup @TransactionPro @KeepingBooksCC I can’t find
  50. If you ever want to see if an App works with @QBOnline, just check the App Center –  http://qub.me/D8fhAW  #qbochat
  51. RT @CathyIconis If you ever want to see if an App works with @QBOnline, just check the App Center –  http://qub.me/D8fhAW  #qbochat
  52. @jazfun I think that was in the LinkedIn group – Let me get it. Now, I have heard if you have Apps that you might want to wait #qbochat
  53. Canada? RT @CathyIconis: If you ever want to see if an App works with @QBOnline, just check the App Center –  http://qub.me/D8fhAW  #qbochat
  54. This just in from Gene Marks on @Forbes: Predicting an exodus from onsite software #QBOChat  http://qub.me/t70Hc5 
  55. Hello David! RT @davidleary sorry, I’m fasionably late to #QBOchat …again
  56. @genemarks is the best RT @IconisGroup This just in from Gene Marks: Predicting exodus from onsite software #QBOChat  http://qub.me/t70Hc5 
  57. RT @IconisGroup Today is open Q&A so start your questions, comments, concerns, issues, etc. #QBOchat
  58. @fundinggates I was told today that I can’t upgrade because I use Intuit Payment Network that accepts credit cards. #qbochat
  59. Yeah, he’s a new discovery for me… I really like his stuff so far. @fundinggates @genemarks @IconisGroup #QBOChat
  60. RT @CathyIconis If you ever want to see if an App works with @QBOnline, just check the App Center –  http://qub.me/D8fhAW  #qbochat
  61. My theory is that we’re going to move through cloud solutions to a more hybrid solution…desktop app, cloud data #fingerscrossed #qbochat
  62. #cloudaccounting #smallbiz RT @IconisGroup Today is open Q&A so start your questions, comments, concerns, issues, etc. #QBOchat
  63. @tsheets @RadioFreeQB Nope, but I know he was a keynote at a @GSCPA conference and he was fantastic! #qbochat
  64. @fundinggates There are still Apps out there that don’t work with the Harmony yet, right @davidleary? #qbochat
  65. @taxgrl Interesting… so the work happens on local but it pulls the data from the cloud when you need it? #QBOChat
  66. @CathyIconis @fundinggates @davidleary Isn’t there a place we can look for the separation? QBOld vs Harmony #QBOchat
  67. @rabshaka21 exactly, eliminates the issue of different OS users, and would be faster to not run in the browser… #qbochat
  68. @jazfun I must make the time to learn about @TransactionPro. These txns are just in PDF so it wouldn’t help here. #qbochat
  69. It is really concerning to me though if IPN doesn’t work with Harmony, or maybe just conversion to Harmony, what is up with that??? #qbochat
  70. @rabshaka21 …would be better for slow or intermittent internet connections too…the API will be the shining star in the future! #qbochat
  71. @CathyIconis oh yes, I’ve definitely brought that up LOL it’s my super-passion! #qbochat
  72. @CathyIconis @taxgrl I am clients just dipping their toes in! Too scared to move straight over.. Realize Benefits & Jump in #QBOchat
  73. @KeepingBooksCC I’m concerned too. Then, they are switching off the old SDK in March so I can’t use my desktop @TransactionPro #qbochat
  74. @taxgrl It really would, but only if you can say that you want a given amount of work or data brought down to your machine #QBOChat
  75. @CathyIconis I’m looking forward to having a new individual client for personal bookkeeping & using memorized reports to send him.#QBOchat
  76. @steffimcguire I’m glad I’m not the only one, I always wonder if I’m crazy! haha #qbochat
  77. @steffimcguire @CathyIconis My FAVORITE Feature is the memorized auto sending reports~ #QBOchat I send clients suspense reports on autopilot
  78. Great tips for clients! Enjoy! RT @rabshaka21 @tsheets @RadioFreeQB I know what I’m listening to tomorrow! Thanks for sharing! #QBOChat
  79. I have not used PayPal with QBO, anyone here? I am having fits with a client who sells and buys a lot with PayPal and uses desktop #qbochat
  80. Hi everyone I hope year end is going well for everyone we have been very busy here! #qbochat
  81. My test study of using @QBOnline for personal use has been going pretty well! My husband and I are on Simple Start! #qbochat
  82. RT @TransactionPro Hi everyone I hope year end is going well for everyone we have been very busy here! #qbochat
  83. It is like PayPal goes out of its way to make it impossible to balance the account #qbochat
  84. @KeepingBooksCC I had PayPal and @QBOnline! If you set them up as a bank, they bring over the net amount not the gross #qbochat
  85. RT @CathyIconis My test study of using @QBOnline for personal use has been going pretty well! My husband and I are on Simple Start! #qbochat
  86. @IntuitAccts not every ProAdvisor is an accountant or has clients. ProAdvisor just means you signed up for monthly support #qbochat
  87. I am looking forward to doing the QBO certification on my Ipad! #qbochat
  88. RT @TransactionPro I am looking forward to doing the QBO certification on my Ipad! #qbochat
  89. Geek 🙂 RT @TransactionPro: I am looking forward to doing the QBO certification on my Ipad! #qbochat
  90. Anyone have any new @QBOnline clients or are there any new @QBOnline businesses out there? #qbochat
  91. @BalanceSheetsCA haha, I am excited for this. I think it could an interesting idea for many clients. #QBOchat I hope it goes well.
  92. @KeepingBooksCC I was starting to take PayPal’s antics personally, at least it’s not just me. #QBOChat
  93. I am looking forward to my new iPad Air in the next day or two! #qbochat
  94. @jazfun @IntuitAccts yes but many end users who subscribe don’t want any more than tax updates & support #qbochat
  95. @IntuitAccts #QBOchat I was one of the ones in the “DARK” until Accountants Council. Now I’m a convert~ #lovemyproadvisr @BalanceSheetsCA
  96. @steffimcguire I’ve been doing it alone for 17 years. I would consider outsourcing! #qbochat
  97. @jazfun You are on council too? I just finished up my two years last summer. #qbochat
  98. Impressive! RT @BalanceSheetsCA @steffimcguire I’ve been doing it alone for 17 years. I would consider outsourcing! #qbochat
  99. @jazfun @IntuitAccts but I have a baker and a music store on my books who are “ProAdvisors” Should be different programs/names #qbochat
  100. yeah, what’s with deducting held funds and then depositing them again! RT @rabshaka21 I was taking PayPal’s antics personally. #QBOChat
  101. @KeepingBooksCC I got one recently…It’s so light I forget it’s in my purse! #qbochat
  102. @TransactionPro thanks. I am determined to get to grips with your programme. Must make time #qbochat
  103. @KeepingBooksCC The key with PayPal is to only pull completed transactions otherwise a big mess #qbochat
  104. @BalanceSheetsCA haha. I just started a new job at a large firm so I’m a little booked up right now 🙂 #QBOchat
  105. We would like more information about how those PDFs are transferred if the @QBOnline subscription is canceled #QBOChat
  106. Rubbing my hands togther~~ 🙂 So much Information today.. Lots of learning! Lots of reading in my future #QBOchat @IconisGroup @IntuitAccts
  107. Well, the client enters a lot of PayPal transactions himself because they are inventory items and he wants to know current stock #qbochat
  108. @BalanceSheetsCA It brings over the net amount. So sale price less the transaction fee. Drives me crazy!! #qbochat
  109. @BalanceSheetsCA @TransactionPro Once you start using it you won’t know how you lived without it. #QBOChat
  110. @BalanceSheetsCA @TransactionPro #qbochat LOVE LOVE LOVE .. my favorite Integration app.. Saves me so much time ~
  111. I found thebatch import works great, but there are all these extra transactions paypal adds @CathyIconis Use @TransactionPro!! #qbochat
  112. Who all is doing 1099s for their clients? We are going to try out Tax1099 which integrates with @billcom and @QBOnline #qbochat
  113. sometimes the extra paypal transactions affect the balance and sometimes they don’t #qbochat
  114. By the end of Jan @QBOnline will roll out an improved Invoice Customization area. #QBOChat
  115. The new customization tools will make it easier to see what you are customizing on the invoice. #QBOChat
  116. WEPA! RT @IconisGroup By the end of Jan @QBOnline will roll out an improved Invoice Customization area. #QBOChat
  117. @KeepingBooksCC I’ll have to look at what you are looking at. Sounds interesting! #qbochat
  118. RT @IconisGroup By the end of Jan @QBOnline will roll out an improved Invoice Customization area. #QBOChat
  119. So QBO is maybe catching up with Xero in that regard 🙂 #qbochat
  120. @CathyIconis @IconisGroup @QBOnline I just want to be able to upload a word doc for invoice. The “other” cloud software does that #qbochat
  121. @KeepingBooksCC I forgot about that Brent, you have experience with Xero?
    #QBOChat
  122. I love that Xero lets me edit to my heart’s content in MS Word and then import the invoice to back to Xero #qbochat
  123. I think you mean “they who must not be named” RT @KeepingBooksCC: So QBO is maybe catching up with Xero in that regard 🙂 #qbochat
  124. @IconisGroup #QBOchat HUGE feature Customization is hard to do.. I get asked for Customize Invoices a LOT.. Nice job @QBOnline
  125. @BalanceSheetsCA We are open to all products here! No shame in naming the competition if they do something better. #qbochat
  126. Gotta give them that. RT @KeepingBooksCC: I love that Xero lets me edit in MS Word and then import the invoice to back to Xero #qbochat
  127. One more tidbit…. and this is exclusive #QBOChat information
  128. By EOM January we will also be able to import our Google contacts into QBO! #QBOChat
  129. I see a lot of the changes in QBO as reflecting from Xero, and some vice versa as well #qbochat
  130. Tada!!! RT @IconisGroup: By EOM January we will also be able to import our Google contacts into QBO! #QBOChat
  131. Haha, don’t know! I was trying to be magnanimous RT @CathyIconis @KeepingBooksCC What has @Xero picked up from @QBOnline? #qbochat
  132. @rabshaka21 @KeepingBooksCC Competition is equal just don’t talk about it do you know QBO attaches documents?#QBOchat
  133. I think talking about Xero here helps make QBO better too, as there are those at Intuit who pay attention to this chat #qbochat
  134. @jazfun yeah, I was just on a support chat with them about that with Intuit today. @KeepingBooksCC #QBOChat
  135. @IconisGroup Is this a one time sync with Google contacts or are updates being synced? #qbochat
  136. I, for one, am loving all the competition and the race to the cloud. Accounting professionals & clients are winners! #qbochat
  137. @BalanceSheetsCA Did you all see that Paychex is coming to the game with a product backed by @kashoo? #qbochat
  138. The Google thing is exciting, I just paid for Google Apps for my business domain, couldn’t take GoDaddy email another second #qbochat
  139. Oh really? RT @CathyIconis @BalanceSheetsCA Did you all see that Paychex is coming to the game with a product backed by @kashoo? #qbochat
  140. @KeepingBooksCC I’m not really sure I want all my contacts uploaded though. I’m curious to see how it will work. #qbochat
  141. I still want to find a way to export a report to Google Spreadsheet – or even have it auto update!! #qbochat
  142. @rabshaka21 @CathyIconis @kashoo It’s quite hard to keep up & still get client work done! Can’t play with tech solutions all day #qbochat
  143. yes, don’t want all those sales reps in there! RT @CathyIconis @KeepingBooksCC I’m not really sure I want all my contacts uploaded. #qbochat
  144. #QBOchat Anyone had Experience Using IOP for Accountants with QBO?
    Does it work seamless?
  145. @KeepingBooksCC What’s crazy is GoDaddy is now taking a stab at cloud accounting software
    #QBOChat
  146. yeah, I noticed that one day, looked to see if they had a proadvisor like program, didn’t find one and moved on RT @rabshaka21 #QBOChat
  147. I’ll be interested to see what Apps hit the market in the coming months and how they work with @QBOnline. #qbochat
  148. @davidleary – Can you keep us updated on any new @QBOnline Apps that hit the market? #qbochat
  149. Chrome on Mac and Windows! I have several profiles open at once in Chrome all the time #qbochat
  150. Thanks to all who could join us today! That’s it for the #QBOChat for this week!

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