03/02/2017 Recent QBO Updates (December, January & February)

3/2/2017 QBOchat

3/2/2017 QBOchat

Recent QBO Updates (December, January & February)

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz.
  2. Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT.
  3. Today we will be reviewing some of the recent updates to #QuickBooks Online. #QBOchat
  4. @QBOchat Happy #QBOchat Thursday 😊 Natalie here in Portland with Expensify + ExpenseReportsThatDontSuck!
  5. @QBOchat Alan here repping Avalara, the sales tax automation wizards, chatting from our office in Seattle! #qbochat
  6. Hi everyone! Nicole here with Circulus.. it’s still exciting and fun to say Circulus 🙂 In cold Chicago today! #qbochat
  7. Hey there, Cliff here with ClockShark Time Tracking. How’s everyone?
    #qbochat
  8. Hey everyone, Jen here from the greater Philadelphia area with @VertexSMB! Happy Thursday! #qbochat
  9. #QBOchat well darn – I got my signals crossed and my times mixed up. Sorry I missed. Will catch ya later. Take care everyone!
  10. Cathy Iconis here running #QBOchat today from Atlanta, GA. It’s great to see you all!
  11. @avalara @QBOchat 👋 Hello up there! Hope the weather is clearing in Seattle. Spring is almost here! #QBOchat
  12. Keep the introductions coming. #QBOchat – Also share if you are a #smallbiz owner, accountant or developer/app.
  13. Hey #qbochat community, John from @ledgerdocs here. Happy to be connecting with you all today! Any book recommendations for #WorldBookDay?
  14. Ufuoma, Owner of Goshen Bookkeeping & Consulting from Atlanta #qbochat
  15. @expensify Greetings! Word on the interwebs is more bonkers cold and snowy weather next week >__< Spring can’t come soon enough! #qbochat
  16. The ClockShark team says “what’s up?!” to all the accounting pros and apps here today. Hope you all are having a great week. #qbochat
  17. Welcome @tsheets, were your ears burning today? I was talking about you to a prospect
    #qbochat
  18. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
  19. @ChristineGalli @tsheets Now that you mention it, there was a bit of a burn in our ears…! 😉 That’s AWESOME, Christine! #qbochat
  20. @tsheets @ChristineGalli Nothing like referral love to brighten up a Thursday! 😀 #qbochat
  21. Q1: #QuickBooks updated its look in December, so now you’ve had time to get used to it. What do you like or dislike? #QBOchat
  22. A1: The #QuickBooks navigation buttons have moved to the top right. #QBOchat
  23. @QBOchat Like the simple bright colors and new fonts in QBO’s new look #qbochat
  24. @getclockshark @QBOchat Seconded. The new aesthetics are very easy on the eyes! #qbochat
  25. A1: The page is better organized, keeping you focused on specific areas #QBOchat
  26. A1. Love the overall cleanliness and simplicity of it! The previous version was nice too but it looked a bit cluttered at times. #qbochat
  27. A1 After the third day into it, I dont even know that #QBO has changed. I’m highly adaptable unless it impairs my work. #qbochat
  28. A1: The search and recent transactions menus have been combined under the magnifying glass. #QBOchat
  29. @ChristineGalli The best UI goes unnoticed 😜 Sounds like the updates are working! #QBOchat
  30. Hi everyone! I’m super busy today, but hope you all are well and having amazing conversations #qbochat
  31. A1: The main page has a bunch of new insights: In-product guidance, P&L bar chart, sales chart, activity feed, and tips. #QBOchat
  32. @ProgressAssure, thanks for following us! We hope to see you at our next #QBOchat – Thursday 3PM ET/12PM PT.
  33. Hi All! sorry to be joining late today! Sarah from Aero here ready to chat! #qbochat
  34. Tonya from Schulte and Schulte in Phoenix checking in. Am I #Learylate? #qbochat
  35. No – you and I are Stylishly late! RT @schultetonya Tonya from Schulte and Schulte in Phoenix checking in. Am I #Learylate? #qbochat
  36. @schultetonya No way, you have to be really late to be Leary Late. Like five minutes left. #qbochat
  37. @schultetonya A little, but we won’t hold it against you like we hold it against #noshow @davidleary 😏 #QBOchat
  38. Q2: How has invoicing changed over the past few months in #QuickBooks? #QBOchat
  39. OK we’ll let him off this time! RT @QBOchat @expensify @schultetonya @davidleary David is in London for the conference over there. #qbochat
  40. A2: #QuickBooks integrates with Apple Pay to provide another option to get your invoices paid. #QBOchat
  41. A2 The step by step structure of developing a @qbo invoice shows some improvement with intuitive choices and bit more functionality #qbochat
  42. A2: You are now able to use the CC/BCC feature on sales forms other than just an invoice. #QBOchat
  43. A2. Our users can’t get enough of the QBO Smart Invoice feature. May be one of the best invoicing features released on QBO yet. #qbochat
  44. @QBOchat What @AeroWorkflow said. As long as @davidleary stops by to say 👋 to the Expensify team! #QBochat
  45. @QBOchat did you know London doesn’t “Spring forward” until March 26th? This is going to be a tough one. #QBOchat
  46. RT @expensify @QBOchat did you know London doesn’t “Spring forward” until March 26th? This is going to be a tough one. #QBOchat
  47. A2: With SmartInvoice, you will be notified of the status of your invoices every step of the way. #QBOchat
  48. Nice! RT @QBOchat A2: With SmartInvoice, you will be notified of the status of your invoices every step of the way. #QBOchat
  49. Totally off topic but our office is almost out of Girl Scout Cookies everyone! #qbochat
  50. A2: The invoicing setup has been streamlined to get users ready to invoice faster. It should just take a few minutes. #QBOchat
  51. @getclockshark I think you can still buy more from my daughter online. #QBOchat 🙂
  52. @getclockshark Girl Scout cookie season is the best! We’re partial to Thin Mints and Samoas! #qbochat
  53. Head over, still have thin mints RT @getclockshark Totally off topic but our office is almost out of Girl Scout Cookies everyone! #qbochat
  54. @QBOchat @getclockshark Haha nicely played!! I bought 15 boxes this year which is easily 5x more than I normally get… #qbochat
  55. @QBOchat Cathy ClockShark has already been recruited to buy all of my daughter’s surplus cookies from the garage! 😉 #qbochat
  56. Q3: How has inventory changed over the past few months in #QuickBooks? #QBOchat
  57. @avalara @getclockshark Haha yes! We have our favorites, but honestly, any cookie will do. #qbochat
  58. @tsheets @ChristineGalli Amazing how many boxes can disappear from an office in a few short days. #cookiehangover #qbochat
  59. A3: You can link a bill, check or expense to a portion of a PO. #QBOchat
  60. A3 Interested in the answers to this question. I still dont have current clients on @qbo with inventory #qbochat
  61. RT @ChristineGalli A3 Interested in the answers to this question. I still dont have current clients on @qbo with inventory #qbochat
  62. A3: Inventory reorder points are available enhancing QuickBooks Inventory feature even more. #QBOchat
  63. Just here to remind everyone that March is Fraud Prevention Month. Keeping our companies and clients safe is paramount. #FPM2017 #QBOCHAT
  64. Sorry guys! Crazy day. I have to be out of the office tomorrow. I’ll have to catch you next week! #qbochat
  65. A3: You can close individual lines on a PO. #QBOchat
  66. Q4: What updates have you seen in other Apps that work with #QuickBooks? #QBOchat
  67. Great to ‘see’ U! RT @schultetonya Sorry guys! Crazy day I have to be out of the office tomorrow. I’ll have to catch you next week! #qbochat
  68. Have to run, thank you for the great chat! And remember #anycookiewilldo 🙂 #qbochat
  69. Aero added an entire reporting section to beef up our practice mgt. features. #qbochat
  70. @AeroWorkflow Cool! Do you have screenshots or an article somewhere? #qbochat
  71. A4 Not a new update I don’t think, but was impressed with the integration with @fathomhq #QBOchat
  72. A4. Shameless plug, but our recent QBO integration update is quite fantastic! #qbochat
  73. A4: We talked about it last week, Find-A-ProAdvisor is now better and easier to connect accountants and businesses. #QBOchat
  74. Q5: What changes do you still want to see to make #QuickBooks better? #QBOchat
  75. A5: Wonder if they would stop automatically adding QBOA clients to My Books. It creates headaches for our Aero users I know. #qbochat
  76. A5: Stop QBO from changing the order of accounts in the banking section. I am constantly having to redo this every day. #qbochat
  77. A5. Create the ability to add required SSARS21 disclosures for prepared financials without all the workarounds #QBOchat
  78. A5 Improved back end management. The front end UI is on point but larger firms can have trouble managing multiple clients and staff #qbochat
  79. @QBOchat @goshbookkeeping There is a little edit option on the right-hand top of the accounts on the home screen section. #qbochat
  80. A5. Come out with a pricing bundle for clients who have multiple companies and want to use QBO #QBOchat
  81. A5: Give us the ability to change the “from” field when sending management reports from QBO to clients. #qbochat
  82. A5: Add the ability for collapsed accounts to remain when exporting/printing to excel or pdf. #qbochat
  83. Just a few minutes left of #QBOchat. Does anyone have any chat topic ideas for the future?
  84. A5. From a firm perspective, add a way to tag types of clients and ability to sort and filter by those tags #QBOchat
  85. @QBOchat Thanks for another great Thursday. Always great to catch up with all the #QBOChat-ters. See you next week 🙂
  86. A5: I am still waiting for the customer/vendor type fields from QBDT to be added to QBO especially for my nonprofit clients. #qbochat
  87. Next week we’ll be chatting about Streamlining Your Bookkeeping. Schedule it on your calendar now! #QBOchat
  88. @QBOchat Fewer participants this week, but no less quality conversation! Thanks everybody for joining, have a great week! #qbochat
  89. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us!

Author: 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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