01/16/14 Getting Started in QuickBooks Online

QuickBooks Online Tweet Chat – Getting Started

QuickBooks Online Tweet Chat – Getting Started

1/16/2014 #QBOchat Transcript

  1. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and how many years on QBO.
  2. Cathy Iconis here from Atlanta, GA. Been using @QBOnline almost daily for 4 years. #qbochat
  3. Welcome Jill! RT @Accounting6irl Jill, St. Louis MO. 3 years on QBO 馃檪 #qbochat
  4. Welcome Cathy! RT @CathyIconis Cathy Iconis here from Atlanta, GA. Been using @QBOnline almost daily for 4 years. #qbochat
  5. Happy Thursday everyone! Jessi here from NJ, owner of Taxgrl, LLC. QBO user for 5-something years, nonconsecutively #qbochat
  6. @taxgrl Glad to see you Jessi, Hope you’ve been having a great week. #QBOChat
  7. @IconisGroup Hi, everyone! I’m in Alberta, using QB for 20+ years and QBO for almost a year #QBOChat
  8. Welcome Melissa! WOW! 8 years? What got you started on it? RT @buckeyechic Melissa, Chicago, 8 years on QBO #QBOchat
  9. @buckeyechic Welcome, Melissa!! We love to have you joining us today!! #qbochat
  10. Gina here. Been using QBO for over a year now #QBOchat
  11. Eileen Sass – Akron OH (Cleveland suburb) 8 yrs or so with QBO. #QBOchat
  12. #QBOchat David Leary | Developer Evangelist | Intuit Partner Platform – Tucson, AZ
  13. @MarnieStretch Good to see you Marni! Also, thanks for the VIP tweet RE: Cathy last week! #QBOChat
  14. Welcome Gina! RT @GinasNet Gina here. Been using QBO for over a year now #QBOchat
  15. Hi David, how’s your day going? RT @davidleary #QBOchat David Leary | Developer Evangelist | Intuit Partner Platform – Tucson, AZ
  16. Welcome Eileen! RT @EileenRSassCPA Eileen Sass – Akron OH (Cleveland suburb) 8 yrs or so with QBO. #QBOchat
  17. @IconisGroup Not bad,k just had a nice hour long walk for lunch. #PerfectWeather #QBOchat …How are things on your end?
  18. Meredith here from NYC! Excited for this weeks chat! #qbochat
  19. @CathyIconis surprisingly warm for this time of year…but also gloomy. Hows home? How are the kiddos? #qbochat
  20. @IconisGroup @QBOnline How to get started? Call your friendly QBO expert and whine about needing help! #qbochat
  21. @fundinggates We are still working through the teething. Sophie has two molars coming in. #nosleep #qbochat
  22. Hi #qbochat folks ! Happy 2014. We’re excited to join in today’s convo 馃檪
  23. Brent Blackburn here, arriving late, owner of Keeping Books & Computing Consulting LLC in Ogden, Utah #qbochat
  24. Welcome!! RT @billcom Hi #qbochat folks ! Happy 2014. We’re excited to join in today’s convo 馃檪
  25. I had no idea it would take so long to peel and cube a butternut squash 馃檪 #qbochat
  26. @IconisGroup @QBOnline Then sigh about it being so difficult until said QBO expert agrees to do it for you 馃檪 #qbochat
  27. If you are new, don’t be shy! Keep those introductions coming. #QBOChat
  28. @fundinggates @rabshaka21 I’ll hopefully get up there in the next year. My friends have been whining at me to visit. #qbochat
  29. @CathyIconis @fundinggates @rabshaka21 Yes pls! I think our road trip is in June to San Antonio & November to Vegas? #qbochat
  30. Reminder to those wanting to follow #QBOchat, you can use either  http://Tweetchat.com  or  http://Twubs.com  for a faster feed.
  31. @Accounting6irl I’m thinking Scaling New Heights. Maybe I could be this year’s Addy Visor to hang with @joewoodard 馃槈 #qbochat
  32. #QBOchat Roadtrip to#perfectweather all chatters make your way down to AZ. 馃檪
  33. What roadblocks have you encountered while setting up @QBOnline? #QBOChat
  34. RT @jazfun #QBOchat Roadtrip to#perfectweather all chatters make your way down to AZ. 馃檪
  35. @Accounting6irl @CathyIconis @rabshaka21we’ll be there! I’m looking forward to some yummy mexican food in San Antonio! #qbochat
  36. AGREE!! RT @jazfun #QBOchat Roadtrip to#perfectweather all chatters make your way down to AZ. 馃檪
  37. RT @IconisGroup Q1. What roadblocks have you encountered while setting up @QBOnline? #QBOChat
  38. So let us know too if you are an Accountant, Business Owner, Developer, etc? #qbochat
  39. A1: We don’t run into many issues when setting up @QBOnline because it is what we do! #qbochat
  40. Sorry, s/b A1:Banks/CC companies that don’t integrate. But setting up is what I do, so the process is always simple #qbochat
  41. A1: I know someone on LinkedIn mentioned issues with names that were inactive coming in as active. #qbochat
  42. ? a link to send clients to for tutorials for new QBO? #QBOchat
  43. All 3 馃檪 RT @CathyIconis So let us know too if you are an Accountant, Business Owner, Developer, etc? #qbochat
  44. Hello #qbochat -ers! @tsheets loves @QBOnline ‘s seamless integration w/ our product. #NoSyncManger = awesome!
  45. +1,000 RT @tsheets Hello #qbochat -ers! @tsheets loves @QBOnline ‘s seamless integration w/ our product. #NoSyncManger = awesome!
  46. A1: LinkedIn discussion also referenced having issues with the transaction downloads duplicating entries already there. #qbochat
  47. We are doing a lot of training at SNH this year. Hope to see you there! #qbochat
  48. Sweeet!! RT @TransactionPro We are doing a lot of training at SNH this year. Hope to see you there! #qbochat
  49. @CathyIconis #QBOchat Yes that happened a lot this week.. just use the exclusion right? but continues to happen
  50. @tsheets @fundinggates @rabshaka21 Wouldn’t it be awesome? We need a tour bus. I think @alisonatintuit can arrange that 馃槈 #qbochat
  51. @Accounting6irl That is awesome. We want more calls from the ProAdvisor site – but we need the advanced cert to rank higher #qbochat
  52. @CathyIconis Hi I’m a QB Proadvisor & Intuit Accountant Council Member. I love the new QBO format, #QBOChat
  53. We are an existing qb online user and wanted to integrate @billcom. How do we find an expert in both? #qbochat
  54. @Accounting6irl Hey, I can find out about your article. let me check the date…. #qbochat
  55. Are there any cheat sheets available for where to find things in Classic versus Harmony? #qbochat
  56. Q2: How did you decide which version to select when signing up for @QBOnline? #QBOchat
  57. @jazfun I have something in the works. Give me a few months 馃槈 #qbochat
  58. RT @taxgrl All 3 馃檪 RT @CathyIconis So let us know too if you are an Accountant, Business Owner, Developer, etc? #qbochat
  59. A2: Automatically choose Plus unless the business is super small just starting out with nothing going on yet #qbochat
  60. @Accounting6irl Your article should be featured in the #ProAdvisor newsletter coming out tomorrow! #qbochat
  61. A2: I used Simple Start for my personal finances. Choosing it for another new client starting out. #qbochat
  62. Welcome!! Taking a break from recording your awesome videos? RT @nerdenterprises Guess Who’s back? #QBOChat
  63. @CathyIconis thanks I can find a few.. but not a lot together.. have to #huntandpeck #QBOchat
  64. A2: I’m not really sure when I’d suggest the middle one. #qbochat
  65. Personally I have found simple start to be a marketing gimmick, I start someone out on it, seems ok #qbochat
  66. @TransactionPro This would be a good thing to develop – taking this back to the training team 馃檪 #QBOchat
  67. and then in a month or two find some simple thing that SS won’t do and have to upgrade them, they seem like things Intuit chose #qbochat
  68. A2: I’m telling you that people can use Simple Start as an alternative to Quicken #qbochat
  69. A2: I work with several NPOs, so Plus is the best choice since it allows Class tracking. Also prefer Plus for easy 1099 prep. #QBOchat
  70. Hey there #QBOChat folks! I’ve been using Transaction Pro Importer & Web Connect to bring in data for a client who’s bank doesn’t connect.
  71. None of the above 馃檪 RT @CathyIconis So let us know too if you are an Accountant, Business Owner, Developer, etc? #qbochat
  72. New client wanted to sign up for SS this morning – I put them on Essentials – basically same price right now & they get a lot more #qbochat
  73. @Accounting6irl What are the biggest differences between Essentials and Plus? #qbochat
  74. Note: You aren’t able to downgrade your subscription, so start at the lowest level for your needs. #QBOchat
  75. #QBOChat I push most of my clients to be on the most advanced version of QB or QBO. It makes MY life easier 馃檪
  76. RT @IconisGroup Note: You aren’t able to downgrade your subscription, so start at the lowest level for your needs. #QBOchat
  77. @jazfun Yes PLEASE! Right now okay? (Idaho is chilly….) #QBOChat
  78. The lack of downgrading makes me be conservative and choose the lowest version first. #qbochat
  79. @alisonatintuit I just know from supporting our users that there are many that are not comfortable with change #qbochat
  80. @nerdenterprises looking forward to your School of Bookkeeping tomorrow #QBOchat
  81. RT @IconisGroup Note: You aren’t able to downgrade your subscription, so start at the lowest level for your needs. #QBOchat
  82. MT @buckeyechic A2: I work with several NPOs, so Plus is the best choice since it allows Class tracking. prep. #QBOchat
  83. I know it’s been said, but we just L鈾E the new look of @QBOnline . So easy to navigate…and with style! #PayrollParty #QBOChat
  84. SAME! RT @davidleary None of the above 馃檪 RT @CathyIconis Let us know if you are an Accountant, Business Owner, Developer, etc? #qbochat
  85. @tsheets @QBOnline And I love how a lot of the developers have the same color scheme. #qbochat
  86. RT @tsheets I know it’s been said, but we just L鈾E the new look of @QBOnline. So easy to navigate…and with style!#PayrollParty #QBOChat
  87. ProAdvisors can offer their clients discounts on @QBOnline subscriptions. #QBOchat
  88. Thank I learned something new RT @IconisGroup Note: You aren’t able to downgrade your subscription, so start at the lowest level. #QBOchat
  89. RT @IconisGroup ProAdvisors can offer their clients discounts on @QBOnline subscriptions. #QBOchat
  90. Has anyone realized they took our ProAdvisor discount down to just a year instead of on-going? #qbochat
  91. @jazfun #qbochat correct, as you upgrade it unlocks features and the reports that go with them.
  92. @bobbychadha0 @jazfun You can still memorize a bunch of awesome reports – and if you are in QBOA you get more access #qbochat
  93. @nerdenterprises Everything “else” is in the gear icon. That is how I explain it to people. #qbochat
  94. Q3: Where you able to connect your bank account in @QBOnline to quickly download your transactions? #QBOchat
  95. RT @IconisGroup Q3: Where you able to connect your bank account in @QBOnline to quickly download your transactions? #QBOchat
  96. A3: Most, yes. There are a couple companies that won’t connect at all. #qbochat
  97. Which ones? RT @Accounting6irl A3: Most, yes. There are a couple companies that won’t connect at all. #qbochat
  98. Seems like there should be an option while I am looking at the bank account to reconcile it. RT @CathyIconis #qbochat
  99. I have a couple contractors who use Lowe’s, Menards, Home Depot, etc, & those companies don’t always connect. #qbochat
  100. Yes, but I have heard you can get it extended if you call & let them know the company is still your client RT @CathyIconis discnt? #qbochat
  101. .@QBOnline has thousands of financial institutions that you can connect to. #QBOchat
  102. Intuit Canada offers great QBO discounts through ProAdvisors. It is the same in the US? #QBOchat
  103. @Accounting6irl Lowe’s cards are currently the bane of my QBO existence #qbochat
  104. there’s just no easy connection. Guess their bank doesn’t want to pony up. #qbochat
  105. @CathyIconis @Accounting6irl It’s the only card I consistently cannot connect. Have to remember to manually get everything 馃檨 #qbochat
  106. @bobbychadha0 #QBOchat I don’t think so .. the customer has a lower version.. I use qboa.. and can’t get full sales tax reports 馃檨
  107. Does anyone have a favorite financial instituion that they enjoy working with? #QBOChat
  108. Don’t want to miss another congrats to @EileenRSassCPA ALSO named #IntuitVIP !! So many rockstars in the #QBOChat hizz-ouse!
  109. Don’t want to miss another congrats to @EileenRSassCPA ALSO named #IntuitVIP !! So many rockstars in the #QBOChat hizz-ouse!
  110. Some giftcard companies can even be connected to @QBOnline to download their transactions. #QBOchat
  111. RT @IconisGroup Some giftcard companies can even be connected to @QBOnline to download their transactions. #QBOchat
  112. RT @tsheets Don’t want to miss another congrats to @EileenRSassCPA ALSO named #IntuitVIP !! So many rockstars in the #QBOChat hizz-ouse!
  113. @MarnieStretch #qbochat if anyone is in Canada,UK,India and Australia, get in contact with your proadviser ac mgrs, some awesome discounts
  114. RT @tsheets: Don’t want to miss another congrats to @EileenRSassCPA ALSO named #IntuitVIP !! So many rockstars in the #QBOChat hizz-ouse!
  115. RT @tsheets Don’t want to miss another congrats to @EileenRSassCPA ALSO named #IntuitVIP !! So many rockstars in the #QBOChat hizz-ouse!
  116. @MarnieStretch I work with a great Intuit rep who makes sure my clients are getting the best deal on the version that fits best #QBOchat
  117. @nerdenterprises If you are in the register view, it is at the bottom left of the screen. #QBOchat
  118. #QBOchat ‘ers is there a list of these #IntuitVIP folks somewhere? URL etc?
  119. MT @MarnieStretch @MarnieStretch I work with a great Intuit rep who makes sure my clients are getting the best deal #QBOchat
  120. I need to be connected w/ a QBO pro advisor in Dallas, can anybody connect me? #QBOchat
  121. @davidleary Have you checked the ProAdvisor site? or asked @amyontwit for her favorite? #qbochat
  122. @jazfun #qbochat, in the uk we get our specific accountant reports throughout the diff versions,but the other reports are dpnt on the versn
  123. If we are a VIP, can we show up higher on the ProAdvisor site?? 馃槈 #qbochat
  124. Q4: Did you customize your @QBOnline account by reviewing the Company Preferences area? #QBOchat
  125. @GinasNet You shouldn’t have to. Most banks don’t charge – unless you are in Quicken or something doing the billpay feature. #qbochat
  126. @CathyIconis ooh, that’s a great idea! If not, that’s my first item to bring in July! 馃槈 #qbochat
  127. @nerdenterprises I’m usually looking at the bottom of the register in the first place because that is the most recent. #qbochat
  128. At least that’s how I understand the rules of financial institution connectivity – someone pls correct me if I’m wrong #qbochat
  129. Yes!!! RT @IconisGroup Q4: Did you customize your @QBOnline account by reviewing the Company Preferences area? #QBOchat
  130. A4: Customizing @QBOnline is how you make the system work best for your business and needs. #qbochat
  131. A4: Yes! And the new QBO does the industry preferences – which is really neat – new client this morning LOVED that feature #qbochat
  132. Why do they have to be in Dallas? 馃檪 RT @davidleary I need to be connected w/ a QBO pro advisor in Dallas, can anybody connect me? #QBOchat
  133. Consider segmenting your business by using locations or classes in @QBOnline. #QBOchat
  134. @KeepingBooksCC I’m playing matchmaker w/ an app developer that is in the Dallas area. #QBOchat
  135. RT @IconisGroup Consider segmenting your business by using locations or classes in @QBOnline. #QBOchat
  136. RT @davidleary @KeepingBooksCC I’m playing matchmaker w/ an app developer that is in the Dallas area. #QBOchat
  137. OIC RT @davidleary @KeepingBooksCC I’m playing matchmaker w/ an app developer that is in the Dallas area. #QBOchat
  138. You can customize your sales forms in @QBOnline by adding custom fields, providing estimates, using sales tax, etc. #QBOchat
  139. RT @IconisGroup You can customize your sales forms in @QBOnline by adding custom fields, providing estimates, using sales tax, etc. #QBOchat
  140. I had a new client buy @bdconf and asked them to wait we would look at @QBOnline they switched before I got there! they LOVE it #QBOchat
  141. RT @jazfun I had a client buy @bdconf & asked them to wait we would look @QBOnline they switched before I got there! they LOVE it #QBOchat
  142. .@QBOnline allows you to setup invoice automation to remind you or just create your invoices for you. #QBOChat
  143. RT @IconisGroup .@QBOnline allows you to setup invoice automation to remind you or just create your invoices for you. #QBOChat
  144. yep the movie with Babs and Zero Mostel is a classic RT @rabshaka21 Both, but here specifically Fiddler on the Roof #QBOCHat
  145. A4 #qbochat…in the uk we have the template feature, one click applies a saved COA, pref settings to each new client…#easypeasy
  146. @bobbychadha0 We are getting that feature here in the States soon! Very excited about that! #qbochat
  147. Other preferences in @QBOnline include adding markups, accepting credit cards, perform time tracking and more. #QBOchat
  148. They shouldn’t charge. RT @EileenRSassCPA: Love Chase – but they charge for a direct connect. @CathyIconis @GinasNet #QBOchat
  149. for checking? RT @KeepingBooksCC I think US Bank charges my client $20 a month #qbochat
  150. @KeepingBooksCC US Bank charges my clients $15/month for adding me as a separate user. I usually eat the cost on that #qbochat
  151. Q5: What features of @QBOnline delighted you after you signed up? #QBOChat
  152. Yes, for the directconnect RT @rabshaka21 for checking? RT @KeepingBooksCC I think US Bank charges my client $20 a month #qbochat
  153. I know BB&T was charging me for connecting up Quicken, but I canceled that and get @QBOnline for free. #qbochat
  154. Not a fan of US Bank. It’s the only one that makes my life hell #qbochat
  155. The direct connect fees are usually for the software to push the bill payments into the bank account. #qbochat
  156. .@Intuit throws around the phrase, “Design for delight” during development. #QBOChat
  157. Here’s a great article that goes into the “Design for Delight” developement philosophy. #QBOChat  http://qub.me/VrrKjC 
  158. Insightful set-up based on Industry analytics! 鈾 RT @IconisGroup: Q5: What features of @QBOnline delighted after signing up? #QBOChat
  159. I was told that Intuit charges 250k per bank to connect up, which is why some do not. Truth? #qbochat
  160. A5: I really like the plus sign in the new interface. #qbochat
  161. Yes! That too… RT @MarnieStretch: @IconisGroup @QBOnline I love seeing all my clients on a single dashboard #QBOchat
  162. A5: But, I’m still having a hard time navigating because I am so used to using the window’s back button. #qbochat
  163. @CathyIconis @Accounting6irl #qbochat nt sure about the u.s experience, we have top 4 banks covered for free in the u.k plus we have ofx&csv
  164. @rabshaka21 That’s why I’d like Intuit to weigh in – I don’t know if it’s true #qbochat
  165. The thing is, many SMBs, including me, want to deal with their own local bank, and they may or may not work well with QBO #qbochat
  166. RT @KeepingBooksCC The thing is, many SMBs want to deal with their own local bank, and they may or may not work well with QBO #qbochat
  167. My local credit union where I bank, I have to redo the credentials at least once a week for the feeds to keep working. #qbochat
  168. @CathyIconis – thanks for another great #QBOChat! Keep the reminders coming every week, they really work with me!
  169. Are you officially MsQBOCanada? 鈾 We think so! RT @MarnieStretch: @alisonatintuit Thanks, Alison! It’s such an honour/honor 馃槈 #qbochat
  170. RT @tsheets Are you officially MsQBOCanada? 鈾 We think so! RT @MarnieStretch: @alisonatintuit Thanks, Alison! #qbochat
  171. That’s the end of our #QBOchat for today. Thank you to everyone for your participation.
  172. Thank you to EVERYONE for helping us grow our little weekly chat. #qbochat
  173. @tsheets @alisonatintuit LOL…I’d like to think so…but there’s a LOT of great #QuickBooks talent in this country! #qbochat
  174. Next week we’ll continue our conversation about Getting Started with QuickBooks Online but focusing on Recording Expenses. #QBOChat

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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鈥檚 latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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