02/16/2017 Open Q&A

2/16/2017 QBOchat

Storify by
QBOchat
Thu, Feb 16 2017 23:00:41

2/16/2017 QBOchat

Open Q&A

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz.
  2. Hi everyone! Business Importer and the team are here in the chat today! How are you? #qbochat
  3. @JoeManz I’m not sure how long I’ll keep that up on the QBOchat site. Last night someone wanted QBO cert Q answers. #QBOchat
  4. Knowify checking in from Manhattan! Forecast over here is looking like that groundhog was wrong again…. #qbochat
  5. #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz
  6. Joe Manzelli – BDM for @Intuit & small biz owner of Manzelli Consulting Inc @ManzelliConsltg here in New Jersey #qbochat
  7. CloudBusiness team introducing Business Importer (USA)! #qbochat
  8. Today is open Q&A! Do you have your #QuickBooksOnline and bookkeeping questions ready? #QBOchat
  9. Greetings to #QBOChat from Brent Blackburn in Utah, owner of Biz Books Cloud LLC
  10. afternoon all… Ross here with RAC Bookkeeping Svcs, located in the GWN city of Toronto, ON, Canada #qbochat
  11. Nicole here from XTBills in Dallas – Crazy to think this is our final week in #qbochat with the name XTBills! ??#comingsoon
  12. We won’t have any formal questions, unless I come up with some on the fly! #qbochat
  13. Cathy Iconis from Atlanta, GA here. CEO of @IconisGroup and Founder of #QBOchat
  14. @BizBooksCloud Hey Brent! That new logo is still lookin’ sleek! #qbochat
  15. Suzanne w @NOWaccount here, from Atlanta. Cold. Sunny. Warm inside. Cookies. #QBOchat
  16. Mike with novi AMS in Atlanta … signing on. #QBOchat
  17. @avalara Thank you, this week they also finished updating my website #qbochat
  18. @schultetonya Launching next week! New name. New look. Same great service. #qbochat
  19. hey #QBOchat ‘rs David Leary | Small Business Ecosystem Evangelist | Intuit Developer Group | Tucson, AZ
  20. @QBOchat Alan from Avalara here! Happy to take any Avalara or sales tax related questionsβ€”if I don’t know, I’ll find out! #qbochat
  21. @XTBills @schultetonya Is #QBOchat becoming the platform to reveal everyone’s new branding? Looking forward to it!
  22. @expensify @XTBills Maybe Schulte and Schulte needs to get in on this rebranding. I’ve been thinking about it! πŸ˜‰ #qbochat
  23. haha it looks like it RT @expensify @XTBills @schultetonya Is #QBOchat becoming the platform to reveal everyone’s new branding?
  24. We invite all types of @QuickBooks users – #smallbiz, accountants, developers, and more to join our #QBOchat.
  25. @QBOchat we had a small hiatus for a couple weeks but we’re happy to be back! #qbochat
  26. @schultetonya @expensify We are very excited for the release! The team is working hard over here but always enough time for #qbochat
  27. Ufuoma, Owner of Goshen Bookkeeping checking in from the sunny Atlanta! #qbochat
  28. @CathyIconis I”m game any time! Love hearing about new people I can meet with. #qbochat
  29. @schultetonya Do you have the time and energy for a rebrand right now? Not to mention the extra funds. #QBOchat
  30. Been a rebranding week… just finalized going over to RAC Bookkeeping Services from a named practice (my name) #qbochat
  31. @QBOchat Natalie here is rainy Portland! Ready for another Thursday of #QBOchat.
  32. Q1 to @expensify How does an accountant get an account with you? #qbochat
  33. . @QBOchat Method is here ready to take any Method or CRM related questions! #QBOchat
  34. Karen from Transaction Pro Importer in Sarasota, Florida with my office mate, Teddy, Data Import Queen #QBOchat https://t.co/eRoGANgdev

    Karen from Transaction Pro Importer in Sarasota, Florida with my office mate, Teddy, Data Import Queen #QBOchat pic.twitter.com/eRoGANgdev
  35. Has anyone found a way to change the order of custom reports in management reports function without having to delete & readd them? #qbochat
  36. A little #LearyLate. I’ve been hard at work building webinar content all day! #qbochat
  37. QBO question: How to verify that a former bookkeeper did a conversion OUT of QBO back to QBDT Pro correctly? (current problem.) #qbochat
  38. @clocpa Great to see your smiling face (twitter header photo) today! #QBOchat
  39. @aschroder @a2xaccounting Awesome! Make sure to include #QBOchat in your tweets so we can see them.
  40. Alexis from ClockShark here in Albuquerque! Running a tad bit behind today! πŸ™‚
    #qbochat
  41. Hi QBOChat! πŸ™‚ Kelly here with TSheets. Feeling slightly under the weather today but couldn’t miss the chat! #qbochat
  42. @davidleary I wish! Maybe next year. London is a bucket list destination for me. Still haven’t made it. #qbochat
  43. @madelinekreeves With everyone #LearyLate you’d think some big day is just around the corner… #TaxDay #QBOchat
  44. @tsheets and @getclockshark! Welcome Kelly and Alexis – two of our fave apps in the house! πŸ˜€ #qbochat
  45. @tsheets ? Sorry to hear that. Hope you feel better before the weekend! #QBOchat
  46. @tsheets Hi Kelly! Half of my team is feeling gross with somethingβ€”tis the season. Glad you could still make it! Feel better! #qbochat
  47. How are all the accountants surviving busy season? I used to be an auditor with Ernst & Young so I remember how busy it can get #qbochat
  48. @tsheets I was sick the past few weeks. Glad to have you here today! #QBOchat
  49. Just got this in the mail! Now a @tsheets “Certified Pro” woohoo #qbochat
  50. @avalara @tsheets YES! Everyone here in sunny Phoenix is sick – can’t tell if it is viruses or early blooming spring things! #qbochat
  51. Reminder: Today is open Q&A! So it is your turn to ask the questions! #QBOchat
  52. I survive busy season…. by NOT doing taxes πŸ˜› #qbochat
  53. @CathyIconis Thanks, Cathy! Yep, the beginning-of-the-year crud is definitely going around here. Glad to hear you’re better! πŸ™‚ #qbochat
  54. Never would have rebranded now if client hadn’t insisted, he was embarrassed by my website when he refers others RT @CathyIconis #QBOchat
  55. @TransactionPro I’m down staff people, so my head is down in the books just getting things ready for the tax pros. #QBOchat
  56. Olay – my question – What does everyone think of the revamped ProAdvisor search? #qbochat
  57. I feel good being in here – most relaxing and fun part of my week. #QBOchat
  58. Looks to me like it is gone for good RT @knowify Q1: when will they fix nurph…? #qbochat
  59. @JoeManz Woohoo! That’s awesome! Congrats on becoming a Certified TSheets PRO, Joe!! πŸ™‚ #qbochat
  60. @schultetonya It’s probably winter’s last ditch effort to contaminate everyone before spring arrives… #qbochat
  61. @vrcqbpro Great question!! Especially since we’ll be chatting more about it next week. #QBOchat (with @IntuitAccts )
  62. @davidleary – good one! We have construction as a niche, but thinking of narrowing that even more. #qbochat
  63. @schultetonya @Lewis206Steve yes I did, just grabbed some lunch and reading along! I’m chiming in as one of the sickos X) #qbochat
  64. @JoeManz I’ll tell the team to keep and eye out for you. They’ll assure you can use Expensify for free & onboard clients easily. #QBOchat
  65. @vrcqbpro Haven’t really been able to look at it yet. Excited to do so soon, though. #qbochat
  66. Q for #Accountants what 30min webinar topics on SMBs would you attend (ie be useful)? @NOWaccount holds webinars on Wed’s 4 SMBs. #QBOchat
  67. What questions do your clients ask you over and over again? #QBOchat
  68. glanced at it…. haven’t investigated it all that much @vrcqbpro #qbochat
  69. beginning to regret timing of article on converting from Xero to QBO, getting lots of inquiries now, but the money is great πŸ™‚ #qbochat
  70. @tsheets it’s for our #AcceleratedAdvisor Series, “Developing Meaningful Advisory Relationship” on 2/22 #qbochat
  71. @CathyIconis for the few tax returns I still do, “where are the REST of your documents??” πŸ™‚ #qbochat
  72. @vrcqbpro – we do have access and are comparing financials. I want to make sure we’re not missing anything. #qbochat
  73. Why do I owe taxes when the bank account is overdrawn? RT @CathyIconis What questions do your clients ask you over and over again? #QBOchat
  74. Here’s a question – what LinkedIn and Facebook accounting/small biz groups do you recommend? #qbochat
  75. here is a different question… where is the weirdest place you have gotten a new client? #qbochat
  76. @BizBooksCloud How difficult is a Xero to QBO conversion? What are the benefits? #qbochat
  77. I’d reverse the process for converting TO. RT @schultetonya – we do have access and are comparing financials. #qbochat
  78. @davidleary
    #QBOchat – I don’t hear much about the #desktop #API. Is that going away now that #renting the software on #QBO is @inuit‘s BM?
  79. @vrcqbpro Yep! And explaining how much they took out of the business for personal stuff can be difficult. #QBOchat
  80. @vrcqbpro I like the new search but it is still very location based, which is the opposite of my business model #qbochat
  81. I want to know too! RT @tsheets Here’s a question – what LinkedIn and Facebook accounting/small biz groups do you recommend? #qbochat
  82. @tsheets We have joined to all groups in LinkedIn which are liveand active :)))) #qbochat
  83. Trial Balance – All; Inventory Valuation; AR and AP detail. RT @schultetonya – we do have access and are comparing financials. #qbochat
  84. @BizBooksCloud @vrcqbpro algorythms are still being worked on to make it less location based #qbochat
  85. Q for accountants: do you work with 501c6 orgs? And do they ever say, “I hate our database system”? #qbochat
  86. @CloudBusinessLt Good call! Same here — don’t want to miss any of the action! πŸ™‚ #qbochat
  87. Not involved in any FB groups & just a few LinkedIn groups. By the time I check in every once in a while the topic is stale. #QBOchat  https://twitter.com/tsheets/status/832324292981510144 β€¦
  88. @CathyIconis @davidleary Maybe focusing on trades rather than going for GCs. Other ideas. Just brainstorming. #qbochat
  89. Yes – back to David’s comment- Hard to find niche clients/accountants. RT @BizBooksCloud – it is still very location based #qbochat
  90. @tsheets @NOWaccount 2/22 we’re dicsussing business credit scoring. I wonder how these can benefit both SMBs & their accountants. #qbochat
  91. @CathyIconis @CloudBusinessLt Facebook groups do seem to be more active. They’re probably easier and more natural to access. #qbochat
  92. Very difficult! inquiries come from those on QBO before now unhappy with Xero RT @schultetonya HowdifficultisaXerotoQBOconversion? #qbochat
  93. @tsheets @CloudBusinessLt I deleted my FB App for February, so groups are harder for me. But, I’m happier! #QBOchat
  94. yep – RT @madelinekreeves @vrcqbpro @CathyIconis I was willing to be it would be something related to cash flow #qbochat
  95. @clocpa Some groups move so quickly between topics! It can be hard to stay on top of! #qbochat
  96. Yes due to certain others referring them to the article when they call RT @CathyIconis You are getting clients from it?? #QBOchat
  97. @schultetonya @davidleary That could be good. I used to work for Balfour Beatty. It is different when you are a sub. #QBOchat
  98. @CathyIconis @CloudBusinessLt Cheers to (hopefully) a little more free time and less impulse checking your FB feeds! πŸ™‚ #qbochat
  99. @CathyIconis @xtbills_bill have you ocnsidered using ProConnect Tax Online & @Intuit ‘s Intuit Link to get documents #qbochat
  100. @BizBooksCloud @schultetonya You need to write an article about that – why people come back to QBO. #QBOchat
  101. @tsheets @CathyIconis @CloudBusinessLt FB groups are definitely best for monitoring for questions users may have re: apps! #qbochat
  102. @CathyIconis @clocpa Twitter chats are more fun and active-especially #QBOChat! That dedicated hour of discussion each week is unbeatable.
  103. @CathyIconis @davidleary And it fits in better with my 20 yrs work exp – thus easier for me to monitor as we scale. #qbochat
  104. @CathyIconis an AMS is the online system for an association. website + database + events, etc. all plugged into QBO for accounting. #qbochat
  105. @JoeManz @CathyIconis @Intuit The office I work under might, but Drake next year anyway so this is it for me. 20 years on Lacerte #qbochat
  106. I asked my question ’cause I got a client lead wearing a towel in a steam room at my gym #qbochat
  107. @noviWorks OK… I’m not in the nonprofit game. Have you heard of member clicks? #QBOchat
  108. @clocpa Send us a DM and I will send you links to some of the more popular ones I know of! #qbochat
  109. @clocpa They’re fun! There are so many dedicated to accountants & even app-specific groups. TSheets has a forum just for our PROs! #qbochat
  110. I got out of Linked in before the email spam fiasco #qbochat
  111. @Financial_Soft @clocpa Gladly! Send our account a DM and I will compile and send! #qbochat
  112. maybe, but honestly most common reason is accountant or bookkeeper wants it, bad reason in my book RT @CathyIconis @schultetonya #QBOchat
  113. @CathyIconis Yes – very familiar. CEO is a friend, but we operate in the same space. One could say competitor. #qbochat
  114. @noviWorks Who is the CEO? We know Aaron – his daughter was in the same preschool as ours. #QBOchat
  115. By the way, Business Importer is available in Xero, too πŸ™‚ #qbochat
  116. Has anyone sen the new integration between @Hubdoc & Fujitsu ScanSnap? #qbochat
  117. What are some of the most common QBO questions you get from clients? #QBOchat
  118. How are you guys liking this open Q&A format? Should it be a regular in our rotation? #QBOchat
  119. Why isn’t payroll as good as QBD? RT @QBOchat What are some of the most common QBO questions you get from clients? #QBOchat
  120. On my list to test this weekend! RT @JoeManz Has anyone sen the new integration between @Hubdoc & Fujitsu ScanSnap? #qbochat
  121. @QBOchat Why does my bank bal differ from my QBO bal even though I updated my feeds? I am forever explaining feeds vs registers. #qbochat
  122. @schultetonya @JoeManz @Hubdoc I missed out on the webinar yesterday, hoping that there is a recording #qbochat
  123. Yes! – Good one! RT @schultetonya Why does my bank bal differ from my QBO bal even though I updated my feeds? #qbochat
  124. @clocpa I just move forward with the reconciliation. Usually the item that made it off is listed in the rec screen. #QBOchat
  125. @CathyIconis I really like it, Cathy! I think it’s a great one to add into the rotation. #qbochat
  126. @QBOchat Q for all: What sales tax topics related to your work would you be interested in reading about in a blog post/series? #qbochat
  127. Oh…And…can I get a report that will show……. Usually the answer is no. Must have apps to get tailored reports. Booo #QBOChat  https://twitter.com/vrcqbpro/status/832328099006205953 β€¦
  128. @sammy3042 It is definitely easier for me!! I was thinking maybe every 6 weeks. I do have a method to this madness. πŸ™‚ #QBOchat
  129. @tsheets @CathyIconis Agreed! Love the open Q & A! Always learn something here. Great to be able to learn what we’re working on. #qbochat
  130. @CathyIconis Yeah! Although, maybe we keep the same format for asking questions & replying to answers i.e. Q1 & A1. #QBOchat
  131. Q for all. What percentage of your practice is on QuickBooks Desktop versus QuickBooks Online? #qbochat
  132. @tsheets Awesome!! Good feedback on this = less stress on me for topics. #QBOchat
  133. @clocpa – I have a contractor that works for me who is a WHIZ at getting custom reporting out of QBO and QBDT! She’s awesome! #qbochat
  134. RT @TransactionPro Q for all. What percentage of your practice is on QuickBooks Desktop versus QuickBooks Online? #qbochat
    100% QBO
  135. @expensify I don’t know how to do that when people are randomly asking Q’s. I have a hard enough time getting the numbers right. #QBOchat
  136. @TransactionPro expanded… what percentage of your practice is QB vs other accounting software? #qbochat
  137. About 50-50 now @TransactionPro Q for all. What percentage of your practice is on QuickBooks Desktop versus QuickBooks Online? #qbochat
  138. @CathyIconis I have no solution haha. Just seeing how hard it is to follow the answers if people don’t use the reply button. #QBOchat
  139. @JoeManz @TransactionPro – we deal mainly with construction clients. Still pretty hard to convince them to go from QBDE to QBO. #qbochat
  140. @clocpa @avalara I still think you guys need to do a blog post specifically for accts on whether software is taxable if included. #QBOchat
  141. Does anyone have best practices for checks & balances in a small staff office? 3 or fewer, making sure protections are in place? #qbochat
  142. @CathyIconis @clocpa I call her up and go “I need this…” And she can usually find me a way to make it happen. #qbochat
  143. 100%QB RT @racbookkeeper @TransactionPro expanded… what percentage of your practice is QB vs other accounting software? #qbochat
  144. @noviWorks – just watched an @ICBUSA webinar about fraud detection and prevention earlier today. Good STUFF! #qbochat
  145. @clocpa It’s crazy complex! We’ve tackled many of those topics in part. Take a look at the main blog page:  http://avlr.co/2kODWHX  #qbochat
  146. Should at least be as good as IPO, and it isn’t that either RT @goshbookkeeping RT @vrcqbpro: Why isn’t payroll as good as QBD? #QBOchat
  147. @noviWorks Use @billcom for payables and then have a second person reconcile bank accts. #QBOchat
  148. I wanted to go to that! RT @schultetonya @noviWorks – just watched an @ICBUSA webinar about fraud detection and prevention #qbochat
  149. RT @CathyIconis @noviWorks Use @billcom for payables and then have a second person reconcile bank accts. #QBOchat
  150. @TransactionPro @JoeManz @schultetonya So true! Even when they’re advised it will save their business time. #QBOchat
  151. @TransactionPro @JoeManz My biggest client actually WANTS to go to QBO with @knowify as the job costing piece… #qbochat
  152. @TransactionPro @JoeManz …, but it is a HUGE undertaking and the testing we did gave us pause. #qbochat
  153. @CathyIconis @clocpa Great idea, Cathy! I’m helping drive this content’s creation, so I’ll make sure that idea is recorded! #qbochat
  154. @racbookkeeper It was very good. I only caught about half of it, but looking forward to reviewing the video. #qbochat
  155. RT @TransactionPro @schultetonya Some people are just resistant too busy to make any changes- going to write about that in a blog #qbochat
  156. @schultetonya Maybe we can get an article from you on the construction niche and QBO. #QBOchat
  157. The most common question now – when the next video guide will be published))) how to import each transaction to QBO #qbochat
  158. my biggest client in on AccountEdge and I hate it with a passion #qbochat
  159. @CathyIconis Sure! I’d love to contribute! I love to talk about how to job cost and how to prepare progress billings, etc. πŸ˜€ #qbochat
  160. Ditto, have done a few conversions from that to QBO too RT @racbookkeeper biggest client is on AccountEdge I hate it with a passion #qbochat
  161. @racbookkeeper – I hadn’t worked in AccountEdge. Looked into it the other day on advice of a fellow bookkeeper. #qbochat
  162. Signing off but will check the hashtag later – thanks to all for sharing #qbochat
  163. @CathyIconis Absolutely! I’m their #1 Fan! πŸ˜‰ @Lewis206Steve and I are going to write @AeroWorkflow procedures for @knowify. #qbochat
  164. @QBOchat Bummed to miss this week. I’m looking forwarded to reading the summary. Have a great weekend! #QBOchat
  165. powerful accounting software focused on Mac OS, but no tools for accountants RT @xtbills_bill @racbookkeeper WTH is AccountEdge? #qbochat
  166. @CathyIconis @schultetonya is one of our best Knowify users! She really knows construction #qbochat
  167. @JoeManz Will be a great blog post! Change can make your life better! #qbochat
  168. Just a few minutes left of #QBOchat. Does anyone have any chat topic ideas for the future?
  169. Does anyone else use @SproutSocial? #QBOchat I am actually loving it for following the tweet chat, but it is pricey.
  170. yeah I do have one @QBOchat workflow design and how to work within them #qbochat
  171. @QBOchat – have you already done a topic on how to find your niche? #qbochat
  172. @schultetonya Yeah, in a few different ways. But there are a ton of ways to address it. Thoughts? #QBOchat
  173. Bye, all! Off to work with @Lewis206Steve on some AIA billings! πŸ˜€ See you next week! #qbochat
  174. @QBOchat topic idea: what is the best “technology stack” for the various niches that you serve? #qbochat
  175. @QBOchat – Maybe what excites you? I don’t know about others, but I like AIA bilings and Overs / Unders! Maybe it’s just me! LOL #qbochat
  176. @QBOchat Thanks for hosting a fun-filled open Q & A. Looking forward to more in the future. Hope every gets a long weekend! #QBOchat ?
  177. Good one! RT @xtbills_bill @QBOchat topic idea: what is the best “technology stack” for the various niches that you serve? #qbochat
  178. @QBOchat Great chat, everyone! Thanks so much for the blog input! Will respond to those DMs ASAP. Have a great weekend! #qbochat
  179. Yes, just you. πŸ˜‰ RT @schultetonya @QBOchat I don’t know about others, but I like AIA Overs / Unders! Maybe it’s just me! LOL #qbochat
  180. @avalara You can also create a post and we can publish on the #QBOchat site.
  181. Thanks for hosting a great open Q&A, #QBOChat! We’ll see you all next week!
  182. Have a great rest of your week everyone! Be sure to check back with us on Monday! #newname #comingsoon #qbochat
  183. have a great weekend everyone, I will spend it doing my next conversion project #qbochat
  184. @knowify @CathyIconis @schultetonya I’d love your feeback Tonya about our clients using @NOWaccount to do away with pay-on-pay. #qbochat
  185. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us!
  186. I am grateful for the conversation as always. Thanks for being the hostess with the mostest. @CathyIconis #QBOchat
  187. Next week we’ll be chatting about the ProAdvisor Program with @IntuitAccts! Get your questions ready!! #QBOchat
  188. Have a great Friday and weekend.  Teddy and I will be spending some downtime glamping #qbochat https://t.co/CGliPNauYu

    Have a great Friday and weekend. Teddy and I will be spending some downtime glamping #qbochat pic.twitter.com/CGliPNauYu

Posted in

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.

Leave a Comment





This site uses Akismet to reduce spam. Learn how your comment data is processed.

Cart Item Removed. Undo
  • No products in the cart.