06/02/16 – Recent Updates to QuickBooks Online

06/02/16 QBOchat

Storify by
QBOchat
Thu, Jun 09 2016 18:41:52

06/02/16 QBOchat

Recent Updates to QuickBooks Online

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz. #QBOchat
  2. #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz #QBOchat
  3. Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT. #QBOchat
  4. Today we’ll be learning about all the recent updates to #QuickBooks Online and how people are using them. #QBOChat
  5. Hello all! Sharon from Redmond Accounting in Cleveland, OH GO CAVS! #QBOchat
  6. Valerie, Product Specialist for @IntuitAccts tweeting from the Minneapolis QBO Certification event today! #QBOchat
  7. Excited to talk about my favorite topic today– what’s new in #QBO! πŸ™‚ #QBOchat
  8. @tsheets Hey Kelly! Hope the webinar today is a huge success. #QBOchat
  9. So QBO question – is there a way to run a BS by CLASS either in product or with add-on? #QBOchat
  10. Keep the intros coming. In the meantime, it’s #SponsorShoutout time. Tell us what you love about our sponsors! #QBOchat
  11. @EileenRSassCPA #qbochat I don’t think by class but you can do it by location. #QBOchat
  12. @expensify Thanks! We’re excited to talk about the awesome TSheets + Expensify integration today! πŸ™‚ #QBOchat
  13. #qbochat Janice from sunny & humid Toronto today. Glad I have time to join in.
  14. Hey #QBOchat-ters – Brian @avalara ready to hear about QBO updates today
  15. Just started my FREE #ProAdvisor account with @expensify – rough start but they got me back on track! #QBOchat
  16. .@QBOPro And meet new Intuit Council Members! Any of them on the chat today? #QBOchat
  17. @EileenRSassCPA You can run a BS by class, but class only shows up on the target of transactions & not source, so a lot unspecified #QBOchat
  18. @EileenRSassCPA Sorry about the rough start, but happy to hear you’re on track! We are always here to help πŸ™‚ #QBOchat
  19. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
  20. Q1: What are some of the recent #QuickBooks updates that you have noticed? #QBOchat
  21. @vrcqbpro Missed you guys too! Lots like you guys had fun! #QBOchat
  22. Sorry I am late. Karen from @TransactionPro in Nashua, NH. I hope everyone had a relaxing holiday! #QBOchat
  23. A1: Looks like #QuickBooks made updates to invoicing, list functionality, and inventory. #QBOchat
  24. Greetings to #QBOChat, Brent Blackburn here in Utah, owner of Biz Books Cloud LLC, officially #LearyLate #QBOchat
  25. A1: Instead of having to re-email an invoice, you can now “Save and share link”. #QBOchat
  26. RT @CathyIconis A1: Instead of having to re-email an invoice, you can now “Save and share link”. #QBOchat
  27. A1. Adjust the quantity of multiple items at a time, new Physical Inventory Worksheet.
    #QBOchat
  28. A1 my wholesale clients can now be the master admin! #QBOchat
  29. A1: You can now search by product description when adding to an invoice or sales receipt. #QBOchat
  30. A1. Receive Payments: Ability to filter open invoices by date range or invoice number on the β€˜Receive Payment’ page #QBOchat
  31. that first one I shared is NOT listed in the monthly changes, but it is real #QBOchat
  32. @QBOchat A1. Redesigned Reports: Print Portrait or Landscape!
    #QBOchat
  33. I think that’s going to be really useful! RT @CathyIconis A1: You can now search by product description #QBOchat
  34. A2: switch between multiple companies in Android app! But I have iphone, so not a change “I noticed” recently πŸ™ #QBOchat
  35. @QBOchat A1. Products and Services: Select a product/service by its description, Search for an item by its description, display sku #QBOchat
  36. A1: You can now add location or class detail to inventory adjustments. #QBOchat
  37. oops, I thought I mentioned two, but I was wrong πŸ™‚ #QBOchat
  38. RT @BizBooksCloud A1 my wholesale clients can now be the master admin! SAY WHAT??? I did not know that! #WIN #QBOchat
  39. @EileenRSassCPA @BizBooksCloud I didn’t know that either!! That is kinda cool. Where do you see that? #QBOchat
  40. A1. Wholesale billing- client can be master admin & I think now you can export the billing history to excel. Is this true? #QBOchat
  41. Yup not widely publicized, but true RT @EileenRSassCPA RT A1 my wholesale clients can now be the master admin! SAY WHAT??? #QBOchat
  42. @QBOchat A1 re last tweet— I don’t have wholesale billing history in my account to check πŸ˜› #QBOchat
  43. It is true!! This is new as of the weekend update πŸ™‚ RT @EileenRSassCPA RT A1 my wholesale clients can now be the master admin!? #QBOchat
  44. Open Users on a wholesale client and you will see the option to transfer master admin as an option RT @CathyIconis @EileenRSassCPA #QBOchat
  45. Me Neither! – when did that happen? RT @EileenRSassCPA @BizBooksCloud A1 my wholesale clients can now be the master admin! #QBOchat
  46. @LynnTalbott1 That is just shady twitter practices to try to retweet tweets from our tweet chat and include an promo. #QBOchat
  47. Also when you create a new client, it will give the option to set them up as master admin from the get-go. #QBOchat
  48. #QBOchat A1 I like that they are improving inventory & reporting
  49. What other new updates have you all seen? #QBOchat
  50. Chat friends! Make sure you take the sales tax survey on  http://QBOBlog.com . Tell us your customizing & column needs πŸ™‚ #QBOchat
  51. @vheckman – Does this mean we don’t take up a “real” user anymore either?
    #QBOchat
  52. @QBOchat A1. Have we mentioned my NEW favorite? AUTOMATIC ADD rules for the bank feed!! #QBOchat
  53. Yes, can now export billing history, or the payroll billing date list, but still not the individual payroll bills #QBOchat
  54. Mine too! RT @vheckman @QBOchat A1. Have we mentioned my NEW favorite? AUTOMATIC ADD rules for the bank feed!! #QBOchat
  55. I think I learned the master admin thing in a Facebook chat #QBOchat
  56. Very excited about that! RT @vheckman @QBOchat A1. Have we mentioned my NEW favorite? AUTOMATIC ADD rules for the bank feed!! #QBOchat
  57. Not if the client is master admin πŸ™‚ RT @vrcqbpro @vheckman – Does this mean we don’t take up a “real” user anymore either?
    #QBOchat
  58. Hey all! Sorry we are so late. Late like Leary. Nice to see you all. #QBOchat
  59. @CathyIconis @QBOchat In “In Quickbooks” tab you will see the automatic adds. #QBOchat
  60. awesome! RT @vheckman Not if the client is master admin πŸ™‚ – Does this mean we don’t take up a “real” user anymore either?
    #QBOchat
  61. Thanks for joining us! RT @getclockshark Hey all! Sorry we are so late. Late like Leary. Nice to see you all. #QBOchat
  62. @QBOchat I was hoping this would post in time for chat πŸ™‚ πŸ™‚ #QBOchat
  63. That master admin thing has been a stopping point for a lot of ProAdvisors #QBOchat
  64. Q2: What are some real life uses for the recent updates to #QuickBooks Online that you have used? #QBOchat
  65. Does anyone know if the Amex side bank feed thingy/app is going away? #QBOchat
  66. A2: I know one client has noticed the receipt attachments on the Amex feed. He wondered if we needed it. It is confusing. #QBOchat
  67. No idea, but I wish it would too RT @CathyIconis Does anyone know if the Amex side bank feed thingy/app is going away? #QBOchat
  68. I can’t wait to go in and set up automatic rules on all of my accounts! #QBOchat
  69. I honestly haven’t used bank rules that much. How about you @accountingpeace? #QBOchat
  70. No. Probably because I have worked on these clients so long I just know where to code #QBOchat
  71. @CathyIconis would love to see a demo of the Amex receipt thing. Cool idea. #QBOchat.
  72. I love them – especially for clients @CathyIconis I honestly haven’t used bank rules that much. How about you #QBOchat
  73. I use them a lot, they really are powerful RT @CathyIconis I honestly haven’t used bank rules that much #QBOchat
  74. @jamiemcdonald It is automatically adding a little computerized receipt, unless the client adds a photo. I see it as white-noise. #QBOchat
  75. Nice idea, horrible implementation RT @jamiemcdonald @CathyIconis would love to see a demo of the Amex receipt thing. Cool idea #QBOchat
  76. A2. Physical Inventory Worksheet- print & take to warehouse to perform counts> back to QBO for inventory quantity adjustments #QBOchat
  77. A2: I wonder if people can use the SKU field for another way to segment data in reports. Is it searchable? groupable? #QBOchat
  78. The IRS allows these generated receipts for less than $75, @expensify creates them too #QBOchat
  79. A2: So we can print refund receipts. Can we email them? #QBOchat
  80. Any app that gathers documentation should do that, hint hint πŸ™‚ @jamiemcdonald #QBOchat
  81. @BizBooksCloud @expensify I like the ones in @expensify!! My first experience with the Amex thing is a client getting confused. #QBOchat
  82. A2: Anyone notice the double-lines for the Product/Service dropdown field? I had another client confused on that one. #QBOchat
  83. Exactly, I think everything about Amex app is confusing RT @CathyIconis first experience with the Amex thing is a client confused #QBOchat
  84. A2: I’m excited about being able to share the invoice link. I’m always afraid things are going to Spam. #QBOchat
  85. RT @CathyIconis A2: I’m excited about being able to share the invoice link. I’m always afraid things are going to Spam. #QBOchat
  86. Things mailed from Intuit often do RT @CathyIconis A2: I’m always afraid things are going to Spam. #QBOchat
  87. A2: There have been a lot of inventory updates which I don’t use really, so not a lot of changes in how we work. #QBOchat
  88. sku/ category, if used,show in 2nd line RT @CathyIconis A2: Anyone notice the double-lines for the Product/Service dropdown field? #QBOchat
  89. I am finding it makes it better for integrating apps that use inventory RT @CathyIconis There have been a lot of inventory updates #QBOchat
  90. @BizBooksCloud Did you ever have the problem that your invoices (cc’d to you) went to spam? Mine always did, but changed recently. #QBOchat
  91. yes, can search products by sku! RT @CathyIconis A2: I wonder if people can use the SKU field… Is it searchable? groupable? #QBOchat
  92. Nope, I don’t think so RT @CathyIconis Did you ever have the problem that your invoices (cc’d to you) went to spam? #QBOchat
  93. YES! RT @CathyIconis @BizBooksCloud Did you ever have the problem that your invoices (cc’d to you) went to spam? #QBOchat
  94. Q3: For our App community, what updates have you had recently? #QBOchat
  95. @QBOchat A2. New filer in Receive Payment makes it easier to find the correct invoice when applying a payment. #QBOchat
  96. Not quite out yet but we are about to release our User Certification! #QBOchat
  97. @vrcqbpro @BizBooksCloud The ones I sent out the other day all showed up in my inbox like normal! Yay!! #QBOchat
  98. filer? RT @vheckman @QBOchat A2. New filer in Receive Payment makes it easier to find the correct invoice when applying a payment. #QBOchat
  99. Filter. Sorry! RT @BizBooksCloud filer? RT A2. ….makes it easier to find the correct invoice when applying a payment. #QBOchat
  100. @QBOchat A3: We are finally rolling out a partner program. Should have details in the next week or so. We’ll also be at QBConnect. #QBOchat
  101. @QBOchat A3. Can we get another round of applause for @Hubdoc becoming a ProAdvisor App Partner?! πŸ™‚  http://intuit.me/1TKW4jn  #QBOchat
  102. Love this!!! πŸ™‚ RT @AeroWorkflow Not quite out yet but we are about to release our User Certification! #QBOchat
  103. Awesome!! Great to hear!RT @getclockshark @QBOchat A3: We are finally rolling out a partner program. #QBOchat
  104. YES! @vheckman @QBOchat A3. Can we get another round of applause for @Hubdoc becoming a ProAdvisor App Partner?! πŸ™‚ #QBOchat
  105. <–cheering wildly RT @vheckman @QBOchat A3. Can we get another round of applause for @Hubdoc becoming a ProAdvisor App Partner?! #QBOchat
  106. RT @vrcqbpro YES! @vheckman @QBOchat A3. Can we get another round of applause for @Hubdoc becoming a ProAdvisor App Partner?! πŸ™‚ #QBOchat
  107. A4: Has anyone used the scheduling feature on @tsheets yet? How do you like it? #QBOchat
  108. Q4: What updates are you waiting for from #QuickBooks Online? #QBOchat
  109. YES! Of course I do πŸ™‚ RT @AeroWorkflow Want to test it for us Sharon? RT @QBOPro @AeroWorkflow So exciting!! #QBOchat
  110. Can’t wait to hear from you guys! πŸ™‚ RT @QBOchat Q4: What updates are you waiting for from #QuickBooks Online? #QBOchat
  111. @QBOchat Available tomorrow to all @TransactionPro users: Do not add new customers, vendors, items, accounts, classes or locations
    #QBOchat
  112. @TransactionPro @QBOchat That will be nice to avoid having to clean a file before the upload. The error report will tell us? #QBOchat
  113. A4 class tracking improvements so I don’t have to spend hours each month making the balance sheet by class work #QBOchat
  114. @QBOchat A4 I would like to have report headers freeze when you scroll down a long report! #QBOchat
  115. @BizBooksCloud To that – change the view of “batch reclassify” so we can view all transactions in a class versus just per acct. #QBOchat
  116. @QBOchat A4: Payroll item field on QBO time sheets would be super #QBOchat
  117. @QBOchat A4 So maybe it is there and I just don’t know it – but Batch enter of transactions like we have in DT. #QBOchat
  118. You are using batch reclassify now? :-)RT @CathyIconis To that – change the view of “batch reclassify” #QBOchat
  119. This is part of redesign in QBlabs πŸ™‚ RT @EileenRSassCPA @QBOchat A4 Have report headers freeze when you scroll down a long report! #QBOchat
  120. I’ll check that out! RT @vheckman This is part of redesign in QBlabs πŸ™‚ A4 Have report headers freeze when you scroll report! #QBOchat
  121. Loving this feedback, everyone! I’m taking notes to pass along! #QBOchat
  122. @CathyIconis Or you could get them from an app connected to QBO πŸ™‚ Better time reports in #QuickBooks Online period! #QBOchat
  123. You can import csv files, unlike DT, which used with bank feeds is nearly equivalent RT @EileenRSassCPA Batch enter of transactions #QBOchat
  124. @getclockshark True – but if time is entered natively in QBO, would like to be able to pull summary reports. #QBOchat
  125. @BizBooksCloud @EileenRSassCPA Wait a second – that might be cool!! Do you do that for banks that don’t connect? #QBOchat
  126. @CathyIconis Yep true, our reports will only work if the time is generated in ClockShark and then fed into QBO. #QBOchat
  127. @QBOchat Thanks for hosting another week of #QBOchat! Hope everyone has a great rest of your week. #QBOchat
  128. A4: How About Sales by PRoduct report that included the descriptions? #QBOchat
  129. Just a few minutes left for this week’s #QBOchat. What is your favorite take away? #QBOchat
  130. @CathyIconis #QBOchat No. Client is using QB POS w/ QB Desktop. Want to migrate them to QBO but need to make sure it’s seamless.
  131. I don’t have any banks that don’t connect, but I use it for historical transactions and PayPal RT @CathyIconis #QBOchat
  132. @QBOchat Wholesale billing NOT taking Master Admin away from client!!! #QBOchat
  133. A4: I still want some sort of report builder that adds on to Google Spreadsheets. So I can pull my own fields for certain dates. #QBOchat
  134. That won’t be seemless, not even close RT @clocpa QB POS w/ QB Desktop. migrate them to QBO but need to make sure it’s seamless. #QBOchat
  135. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us! #QBOchat
  136. Next week we’ll be diving into the bank feed more! #QBOchat
  137. #qbochat Even though I’ve been through the May QBO update – I still found this very informative. Thanks for a great chat once again.

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.