06/09/16 – Bank Reconciliations

06/09/16 #QBOchat

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QBOchat
Thu, Jun 09 2016 20:08:53

06/09/16 #QBOchat

Bank Reconciliations

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz. #QBOchat
  2. Hi all! Sarah from Aero here today. Chatting from the beautiful CA Central Coast. #QBOchat
  3. Hey everyone! Cathy here in Atlanta, GA!! Nice and sunny here today! #QBOchat
  4. #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz #QBOchat
  5. Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT. #QBOchat
  6. Today we’ll be learning about all the recent updates to #QuickBooks Online and how people are using them. #QBOChat
  7. SO glad to be back home in PS for #QBOChat today – great week with firms in Vegas, but I’m wiped! Kim Austin, @IntuitAccts BDM checking in!
  8. Valerie, Product Specialist from @IntuitAccts, tweeting from Schaumburg, IL! #QBOchat
  9. @QBOPro Doing good. I wish I were outside enjoying the sun and summer though. #QBOchat
  10. Hi all! Victoria from VRC Consulting down the road from @IntuitAccts HQ #QBOchat
  11. Greetings to #QBOChat from Brent Blackburn here in Utah, owner of Biz Books Cloud LLC #QBOchat
  12. Keep the introductions coming! In the meantime, we’ll throw out some #sponsorshoutouts! #QBOchat
  13. Hi #QBOchat, Melinda from Virginia. Haven’t been to this chat in a while. Good to be here
  14. Hi Sharon! RT @QBOPro Hi Victoria! Coming my way next week for council? #QBOchat
  15. We have a great crowd today!! Thanks everyone for joining in for our chat! #QBOchat
  16. Thanks for coming back! RT @mmaycpa Hi #QBOchat, Melinda from Virginia. Haven’t been to this chat in a while. Good to be here #QBOchat
  17. I’m excited to talk about bank reconciliations today. I think we have some good questions lined up! #QBOchat
  18. Happy Thursday to #QBOchat Ufuoma from ATL, Owner of Goshen Bookkeeping & Consulting, LLC.
  19. and now @tsheets finally syncs with Intuit Online Payroll (this was not the fault of TSheets) #QBOchat
  20. @BizBooksCloud @tsheets Awesome! But still not a fan of Intuit Online Payroll. I think I am pretty much team @ADP. #QBOchat
  21. @AustinNexus Hey!! How’s it going?? Are you excited to have your wife back home? #QBOchat
  22. RT @CathyIconis I’m excited to talk about bank reconciliations today. I think we have some good questions lined up! #QBOchat
  23. ADP is so hit and miss, you should hear all the horror stories right now in the AIPB chat RT @CathyIconis #QBOchat
  24. Anyone have some awesome successes they’d like to share? or just anything you are excited about with work? #QBOchat
  25. @CathyIconis Going good – we were both in Vegas at AICPA #pstech, so got to travel back home together ๐Ÿ™‚ #QBOchat
  26. @CathyIconis The Expensify team is heading to Portland to operate for a week starting June 18th! #QBOchat
  27. I had a great conversation with @bnjmlilly the other day and excited to look at @salespad for a client. #QBOchat
  28. Awesome!! RT @expensify @CathyIconis The Expensify team is heading to Portland to operate for a week starting June 18th! #QBOchat
  29. Well, I really tried to tag @bnjmnlilly but his handle is hard to type! #QBOchat
  30. Had AMAZING meetings this week with firms I’ve never met with before. Can’t wait to get them up & running! #QBOChat  https://twitter.com/CathyIconis/status/740983819008905216 โ€ฆ
  31. @Kimtuitive So cool!! Glad that more firms are joining the @Intuit ecosystem! #QBOchat
  32. @expensify – not as exotic as your last trip, but Portland is fun! #QBOchat
  33. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat

  34. Q1: Why is it important for businesses to reconcile their bank and credit card accounts monthly? #QBOchat
  35. I’ve been busy showing off what’s new in QBO and showing QBO to firms that haven’t seen it in years! So much great stuff to show ๐Ÿ™‚ #QBOchat
  36. A2: because even the Bank feeds make mistakes sometimes #QBOchat
  37. @QBOchat A1: Fraud detection. What’s coming thru when you AREN’T watching? #QBOchat
  38. @vrcqbpro You’re right! We are taking an overnight train from Oakland. We are all very excited. #QBOchat
  39. RT @QBOchat Q1: Why is it important for businesses to reconcile their bank and credit card accounts monthly? #QBOchat
  40. A1: because it is the only way to really know if your accounts are coorect #QBOchat
  41. A1: Monthly reconciliations ensure that all the transactions are recorded for your business. No more and no less. #QBOchat
  42. RT @vrcqbpro A2: because even the Bank feeds make mistakes sometimes #QBOchat
  43. @QBOchat A1. To make sure what is happening in the books and at the bank match up #QBOchat
  44. @QBOchat A1: Mobile depositing is great, but make sure they cleared the bank. #QBOchat
  45. RT @CathyIconis A1: Monthly reconciliations ensure that all the transactions are recorded for your business. No more and no less. #QBOchat
  46. @expensify – fun! Love train travel – can’t wait to hear how that goes! #QBOchat
  47. A1: @QBOchat so they know how much money they really have. They should reconcile Paypal accounts also #QBOchat
  48. RT @accountingpeace @QBOchat A1: Fraud detection. What’s coming thru when you AREN’T watching? #QBOchat
  49. This happens so often! It’s crazy! RT @accountingpeace A1: Mobile depositing is great, but make sure they cleared the bank. #QBOchat
  50. A1: Bank errors, I found 16 checks cashed with the same number that Wells Fargo wrong from reconciling my client’s books this week. #qbochat
  51. A1: Note: A bank reconciliation does NOT show that your transactions are properly recorded. #QBOchat
  52. Right !!! RT @SherrellTMartin A1: so they know how much money they really have. They should reconcile Paypal accounts also #QBOchat
  53. WOW! RT @goshbookkeeping A1: Bank errors, I found 16 checks cashed with the same number… reconciling my client’s books this week. #QBOchat
  54. Does anyone provide a listing of uncleared transactions to their clients regularly? #QBOchat
  55. RT @CathyIconis RT @accountingpeace A1: Mobile depositing is great, but make sure they cleared the bank.
    #QBOchat
  56. I send my reconciliation reports with the monthly reports RT @CathyIconis Does anyone provide a listing of uncleared transactions #QBOchat
  57. Especially deposits!RT @CathyIconis Does anyone provide a listing of uncleared transactions to their clients regularly? #QBOchat
  58. A1 – Cash is king. Checking/CR cards are the most vulnerable to mistakes and theft. #QBOChat
  59. @CathyIconis I do specifically highlighting items that are uncleared for 90 days or more. <– what happen to them? #QBOchat
  60. @BizBooksCloud I think my clients would think the reconciliation report is gibberish. I try to list it out in our monthly package. #QBOchat
  61. @CathyIconis – I have a standard report – but I think I’m the only one that looks at it. Maybe a good one to auto email? #QBOchat
  62. I like that @billcom aides in reducing the number of outstanding checks in QBO. #QBOchat
  63. Yes, much cleaner bank rec RT @accountingpeace I like that @billcom aides in reducing the number of outstanding checks in QBO. #QBOchat
  64. I feel like it is hard to get clients to see the importance of some things. I use more of a narrative to get their attention. #QBOchat
  65. @CathyIconis one client had his own when i came on board but unfortunately he used it for poor cash management practices #QBOchat
  66. Of course – all the words can be overwhelming too! #QBOchat
  67. RT @CathyIconis – I have a standard report – but I think I’m the only one that looks at it. Maybe a good one to auto email? #QBOchat
  68. RT @accountingpeace I like that @billcom aides in reducing the number of outstanding checks in QBO. #QBOchat
  69. A1: Bank reconciliations pinpoint issues with your accounts or differences between the bank and your numbers. #QBOchat
  70. RT @accountingpeace I like that @billcom aides in reducing the number of outstanding checks in QBO. #QBOchat
  71. I talked to an accountant this week who sends a video of their report to the client – seems brilliant #QBOchat
  72. @accountingpeace @billcom I love how they are sending out reminder emails now when things haven’t cashed over time. #QBOchat
  73. Cool! RT @vrcqbpro I talked to an accountant this week who sends a video of their report to the client – seems brilliant #QBOchat
  74. hard to get clients to read anything. One client never reads more than 1st paragraph of emails, she asks again about things ๐Ÿ™‚ #QBOchat
  75. Amazing how many will let open transactions slide month to month on the recs. Like the auto mail idea. #QBOchat  https://twitter.com/vrcqbpro/status/740985973392183296 โ€ฆ

  76. Q2: What are some reasons why a beginning balance would be off when doing bank reconciliations? #QBOchat
  77. @QBOchat A2: Someone voided a check that had cleared (angry face emoji) #QBOchat
  78. Wow, I would never find time to watch a video! RT @vrcqbpro I talked to an accountant this week who sends a video of their report #QBOchat
  79. A2: Someone marked a transaction as “R” in the check register by accident. #QBOchat
  80. A2: That mysterious “R” usually happens when you first setup the bank feed too! #QBOchat
  81. A2 – Voiding/deleting/changing a transaction that was preciously cleared. Grrr… #QBOchat
  82. @BizBooksCloud @vrcqbpro That is what I was thinking – the video would have to be short. Still sounds cool though! #QBOchat
  83. RT @QBOchat Q2: What are some reasons why a beginning balance would be off when doing bank reconciliations? #QBOchat
  84. RT @mmaycpa A2 – Voiding/deleting/changing a transaction that was preciously cleared. Grrr… #QBOchat
  85. No its is very short – and they found it was quicker than writing up a report #QBOchat
  86. A2: Bank reconciliation ending date doesn’t match bank statement. #qbochat
  87. but I love how QBO tells on them when they make those changes #QBOchat
  88. RT @CathyIconis A2: Someone marked a transaction as “R” in the check register by accident. #QBOchat
  89. RT @BizBooksCloud but I love how QBO tells on them when they make those changes #QBOchat
  90. RT @goshbookkeeping A2: Bank reconciliation ending date doesn’t match bank statement. #QBOchat
  91. A2: QBO sometimes downloads a beginning balance when you connect an account, and marks it cleared. ๐Ÿ™ #QBOchat
  92. wow, that had to be a record for me on likes and retweets #QBOchat
  93. My dog sleeps right through Nurph beeps now. RT @BizBooksCloud it woke up the dog #QBOchat
  94. Remember that even though the beginning balance might be off, move forward with the reconciliation. The answer might be there! #QBOchat
  95. @BizBooksCloud When we intro ourselves at the start of #QBOchat, it should also be a requirement to intro our furry friends! #QBOchat
  96. @vrcqbpro @BizBooksCloud Ha!! I love how we have all adapted our lives to twitter notifications ๐Ÿ™‚ #QBOchat
  97. RT @CathyIconis Remember that even though the beginning balance might be off, move forward with the reconciliation. #QBOchat
  98. @expensify @BizBooksCloud Great idea!! Or we just require everyone to change their profile pic to their dog. #QBOchat
  99. Does anyone else have a client that has a company dog? How much do they write-off on the books? #QBOchat
  100. @qbochat Anyone else use the shortcut in QBOA client center to "changes to reconcile"? #QBOchat https://t.co/VSiU9amLDn

    @QBOchat Anyone else use the shortcut in QBOA client center to “changes to reconcile”? #QBOchat pic.twitter.com/VSiU9amLDn
  101. @CathyIconis Had a auto junk yard client – w/o Dog Food and expenses as Security Expense. ๐Ÿ™‚ #QBOchat
  102. I use it when the client list has a tattle about a change RT @vheckman Anyone else use the shortcut to “changes to reconcile”? #QBOchat
  103. @vheckman @QBOchat I don’t use that screen that often. Maybe I should? I just skip it and go straight into the QBO file. #QBOchat
  104. Yes ! RT @vheckmanAnyone else use the shortcut in QBOA client center to "changes to reconcile"? #QBOchat https://t.co/WC35JUARNR #QBOchat

    Yes ! RT @vheckmanAnyone else use the shortcut in QBOA client center to “changes to reconcile”? #QBOchat pic.twitter.com/WC35JUARNR #QBOchat
  105. @CathyIconis @BizBooksCloud Could you imagine the Expensify logo turning to a cute pup? #QBOchat
  106. @expensify @BizBooksCloud Yes! But you might have to talk to some corporate peeps first. Just have a faint overlay. #QBOchat
  107. Hey, @Hubdoc did it for a day RT @expensify @CathyIconis Could you imagine the Expensify logo turning to a cute pup? #QBOchat
  108. I think it helps avoid missing a change! ๐Ÿ™‚ RT I have used it a few times. Need to use it more. #QBOchat
  109. I noted that @Hubdoc made the announcement on April 1st, but I still thought is was real and very cool #QBOchat
  110. My pup has her on twitter @patiopup and patio pup on Instagram. I’m that obsessed with her. #QBOchat

  111. Q3: How do you deal with reconciliation adjustments during bank reconciliations? #QBOchat
  112. A3: Avoid reconciliation adjustments at all cost!! I judge people who use them. #QBOchat
  113. Ha! RT @accountingpeace @QBOchat A3: My books are perfect. What are you talking about???? #QBOchat
  114. A3: Of course, on clean-ups, I have been known to use them – but more as a staging area. #QBOchat
  115. RT @CathyIconis A3: Avoid reconciliation adjustments at all cost!! I judge people who use them. #QBOchat
  116. Haha! RT @CathyIconis A3: Avoid reconciliation adjustments at all cost!! I judge people who use them. #QBOchat
  117. @vrcqbpro @QBOchat I have learned that sometimes I need to let a penny or two go. #QBOchat
  118. @qbochat These kitties sit in on so many webinars they are QBO experts! #qbochat https://t.co/sYpBNoBWPu

    @QBOchat These kitties sit in on so many webinars they are QBO experts! #qbochat pic.twitter.com/sYpBNoBWPu
  119. Haha RT @accountingpeace: @QBOchat A3: My books are perfect. What are you talking about???? #QBOchat
  120. RT @QBOchat Q3: How do you deal with reconciliation adjustments during bank reconciliations? #QBOchat
  121. So cute! RT @vheckman @qbochat These kitties sit in on so many webinars they are QBO experts! #qbochat https://t.co/V5fY3MetXI #QBOchat

    So cute! RT @vheckman @QBOchat These kitties sit in on so many webinars they are QBO experts! #qbochat pic.twitter.com/V5fY3MetXI #QBOchat
  122. I love teaching clients the rule of 9s for finding transposed digit mistakes #QBOchat
  123. I will make them if I know why-but won’t let clients RT @CathyIconis I have learned that sometimes I need to let a penny or two go. #QBOchat
  124. A3: I find every penny and dime on my client’s books. If I can’t I take a break and go through everything again. #qbochat
  125. A3: It’s only on books that have no accountant guidance that I have seen these in use. #QBOchat
  126. it the difference is divisible by 9 then two digits were probably transposed #QBOchat
  127. Its so magic! RT @CathyIconis @BizBooksCloud I think I’ve heard of that one. What is it again? #QBOchat
  128. Yes – great trick! RT @BizBooksCloud it the difference is divisible by 9 then two digits were probably transposed #QBOchat
  129. @QBOchat A3: So glad we can stop, go make changes, and resume reconcile later. Also can “Undo” the last reconcile as QBOA users. #QBOchat
  130. Yes that and the divisible by 2 RT @BizBooksCloud I love teaching clients the rule of 9s for finding transposed digit mistakes #QBOchat
  131. A3: I love my multiple windows in the QBO Mac App when I’m reconciling – no need to leave to fix discrepancies. #QBOchat
  132. I think that giving the undo only to accountant users is lame, though #QBOchat
  133. So mad I was in my 40s before I learned that! RT it the difference is divisible by 9 then two digits were probably transposed #QBOchat
  134. @BizBooksCloud I agree and disagree. It would be good for clients that aren’t “click happy” #QBOchat
  135. I love the tools QBO has to fix reconciled transactions without wrecking the reconciliation, like changing an expense to a bill pay #QBOchat
  136. Same RT @CathyIconis @BizBooksCloud I agree and disagree. It would be good for clients that aren’t “click happy” #QBOchat
  137. I would probably just “undo” bank reconciliations for leads to get them into a marketing pipeline. ๐Ÿ˜‰ #QBOchat
  138. I don’t like the phone calls just to undo a rec for a client #QBOchat
  139. @BizBooksCloud We usually do the bank recs, so we don’t get the calls – but if someone is undo-ing a bank rec, they might need help #QBOchat
  140. Hoping one day it will be a permission or something RT @BizBooksCloud I don’t like the phone calls just to undo a rec for a client #QBOchat

  141. Q4: What are some reasons why you would not check off a transaction during a bank reconciliation? #QBOchat
  142. RT @QBOchat Q4: What are some reasons why you would not check off a transaction during a bank reconciliation? #QBOchat
  143. A4: The transaction might not have cleared the bank yet. Usually this happens with checks. #QBOchat
  144. @QBOchat Q4: If I see two of the same transactions, one with a match and one without a match. Time to dig. Shovel, please.
    #QBOchat
  145. A4 Because it hasn’t cleared! I am interested to see if there are other possible reasons ๐Ÿ™‚ #QBOchat
  146. @accountingpeace @QBOchat It would be cool if QBO could show you which ones were matched – other than the auto check. #QBOchat
  147. RT @accountingpeace Q4: If I see two of the same transactions, one with a match and one without a match. Time to dig.
    #QBOchat
  148. A4: The unchecked transaction might be a duplicate due to errors using the bank feed in #QuickBooksOnline. #QBOchat
  149. It also happens a lot with bank transfers between banks or with PayPal, cleared on one end, not the other #QBOchat
  150. RT @BizBooksCloud It also happens a lot with bank transfers between banks or with PayPal, cleared on one end, not the other #QBOchat
  151. @BizBooksCloud The bank feed errors with transfers is a HUGE issue for people!! #QBOchat
  152. @QBOchat A3: in case anyone needs to find "undo" QBOA users have (PS.Whoa! need to review the changes!) #qbochat https://t.co/RB1y7I1FvD

    @QBOchat A3: in case anyone needs to find “undo” QBOA users have (PS.Whoa! need to review the changes!) #qbochat pic.twitter.com/RB1y7I1FvD
  153. A4: Maybe you simply skipped checking it off when comparing to the bank statement. #QBOchat
  154. A4: The unchecked transaction may be a duplicate #QBOchat
  155. yeah, lots of duplicates happen that way RT @CathyIconis The bank feed errors with transfers is a HUGE issue for people #QBOchat
  156. @SherrellTMartin @BizBooksCloud I have to go line by line in paypal detail to get their recs to work smoothly. #QBOchat
  157. A4: The transaction was prepared in the wrong bank or credit card account and needs to be moved. #QBOchat
  158. @CathyIconis @BizBooksCloud Do you find rules for transfers help with that? or what works best to stop from happening again? #QBOchat
  159. RT @CathyIconis A4: The transaction was prepared in the wrong bank or credit card account and needs to be moved. #QBOchat
  160. I download the transactions, clean them up in Excel, and upload them myself #QBOchat
  161. @BizBooksCloud i don’t use the app. when it first launched it worked beautifully. then it just stopped #QBOchat
  162. @vheckman @BizBooksCloud I’ve just started telling people to start processing their bank feed with cc’s first and end w/ bank #QBOchat
  163. @BizBooksCloud – I don’t like the app, but I do use the Bank Feeds for Paypal. I like the statements that @Hubdoc downloads. #QBOchat
  164. @vheckman @BizBooksCloud Then they need to just remember to add in one register and only match in the other #QBOchat
  165. me too RT @BizBooksCloud I download the transactions, clean them up in Excel, and upload them myself #QBOchat
  166. RT @BizBooksCloud – I don’t like the app, but I do use the Bank Feeds for Paypal. I like the statements that @Hubdoc downloads. #QBOchat
  167. Still hoping we will get the ability to match a large deposit to multiple existing deposits using bank feeds in QBO #qbochat
  168. @CathyIconis @BizBooksCloud awesome! thank you! I need to talk about transfers more when I show bank feeds ๐Ÿ™‚ #QBOchat
  169. I do too, for clients on monthly RT @vrcqbpro I like the statements that @Hubdoc downloads. #QBOchat
  170. @vheckman @BizBooksCloud One big error people still do is code their Amex payment to Amex within the Amex bank feed. In&Out #QBOchat
  171. @BizBooksCloud actually i use the download from hubdoc. but there is still cleanuo #QBOchat
  172. Yeah, the trick is do the checking account last RT @vheckman @CathyIconis awesome! thank you! I need to talk about transfers more #QBOchat
  173. Yes. ๐Ÿ™ RT @CathyIconis One big error people still do is code their Amex payment to Amex within the Amex bank feed. In&Out #QBOchat
  174. You shouldn’t be able to code something in a bank feed back to that same account. You should get an error. #rant #QBOchat
  175. oh no RT @CathyIconis @vheckman @BizBooksCloud .. people still code their Amex payment to Amex within the Amex bank feed. In&Out
    #QBOchat
  176. agree RT @CathyIconis You shouldn’t be able to code something in a bank feed back to that same account. You should get an error #QBOchat

  177. Q5: What things do accountants do to troubleshoot or investigate bank reconciliation issues? #QBOchat
  178. @vrcqbpro Hey Victoria, thanks for your feedback. We’re working on a better version of the app – coming soon! – YW #QBOChat
  179. RT @CathyIconis You shouldn’t be able to code something in a bank feed back to that same account. You should get an error. #rant #QBOchat
  180. I look first at the totals for the month on the bank statement #QBOchat
  181. I’ll pass the feedback along! A lot work being done on our end to make bank feed easier! Thanks! “Rants” help us improve. ๐Ÿ˜‰ #QBOchat
  182. A5: Use the “Report Tools” screen to see the last reconcilation completed in #QuickBooksOnline. #QBOchat
  183. @QBOchat A5: I go back to the source. Login into Online Bank Account. #QBOchat
  184. @accountingpeace If the accountant is doing the work, then the issue on a bank rec will either be easy or impossible! ๐Ÿ˜‰ #QBOchat
  185. A5: On the reconcile screen, accountants can view changes made after the reconciliation has been completed. #QBOchat
  186. you can get to it from the rec screen too, just click on any rec to see the report RT @CathyIconis Use the “Report Tools” screen #QBOchat
  187. @CathyIconis Agree! I like having control of coding the bank feeds. That’s where probs are headed off. #QBOchat
  188. @BizBooksCloud The reports tool screen is still my favorite. It needs to be the homepage on login again! #QBOchat
  189. OH My So sorry I haven’t switched time zones! HEY ALL>>>> Love the twitter feeds I’m seeing! #QBOchat
  190. @BizBooksCloud Exactly what I was thinking. Oh well, happy to have you no matter how late you are @jazfun! #QBOchat
  191. @jazfun What are your thoughts on bank reconciliations? Biggest tips for us? #QBOchat
  192. Hey @SherrellTMartin Don’t mind me I’ll sit in the background & watch ๐Ÿ™‚ #QBOchat
  193. A5: Click client’s name in QBOA to account watchlist w/ balances and last reconcile, link to review changes to reconcile. #QBOchat
  194. A5: Accountants can undo bank reconciliations in #QuickBooksOnline if they are too messed up to fix. #QBOchat
  195. iOS knows what time zone you are in and gives alarms at the right time ๐Ÿ™‚ #QBOchat
  196. Oh Man! @CathyIconis I like the audit trail & in QBOA the ability to look at the reconciliation .. #QBOchat
  197. You can click on any item in that reconciliation report & go to it.. VERY powerful.. no searching required #QBOchat
  198. I even have a gmail event each week for #QBOchat that sends me a text reminder 5 minutes before. #QBOchat
  199. RT @jazfun You can click on any item in that reconciliation report & go to it.. VERY powerful.. no searching required #QBOchat
  200. @jazfun I like that one! I don’t think anyone has mentioned it. #QBOchat
  201. @QBOchat a5 pull the reconciliation discrepancies report o see what has changed – although now I will use my dashboard #QBOchat
  202. @QBOchat A5: Did I enter the correct ending balance? It’s only happened a few hundred times. #QBOchat
  203. MMMM .. Yup.. @CathyIconis (mine too) gmail .. like 1 hour, 1/2 hour , 10- minutes.. #NoExcuses #QBOchat
  204. ha RT @BizBooksCloud iOS knows what time zone you are in and gives alarms at the right time ๐Ÿ™‚ #QBOchat
  205. RT @accountingpeace @QBOchat A5: Did I enter the correct ending balance? It’s only happened a few hundred times. #QBOchat
  206. @accountingpeace People have to understand we make mistakes too – we just know how to spot them and fix them quickly! #QBOchat
  207. yeah, I learned to copy if from the pdf bank statement RT @accountingpeace @QBOchat A5: Did I enter the correct ending balance? #QBOchat
  208. Just a few minutes left for this week’s #QBOchat. What is your favorite take away? #QBOchat
  209. oh i forgot to mention – going to #qbconnect for the first time this year ๐Ÿ˜€ #QBOchat
  210. Favorite Take Away! – I made it and saw all your beautiful Twitter Logos ๐Ÿ™‚ (Faces) #QBOchat
  211. RT @SherrellTMartin oh i forgot to mention – going to #qbconnect for the first time this year ๐Ÿ˜€ #QBOchat
  212. .@SherrellTMartin @vrcqbpro Just for you Sherrell ๐Ÿ˜‰ Camera more accessible, switch btwn HD accounts and control if pics get saved #QBOChat
  213. Yay! RT @SherrellTMartin oh i forgot to mention – going to #qbconnect for the first time this year ๐Ÿ˜€ #QBOchat
  214. RT @CathyIconis A3: Avoid reconciliation adjustments at all cost!! I judge people who use them. #QBOchat
  215. @jazfun I know you missed it, but we all agreed to change our logos to pictures of cute pups! #QBOchat that was my fav takeaway! #QBOchat
  216. Favorite takeway: Shortcut to “changes in reconciliation”. Thanks! @@vheckman #qbochat
  217. @QBOchat Click "Changes" on Reconcile page, opens list of transactions you can drill into. (mine is ugly!) #qbochat https://t.co/60z2l3YaY4

    @QBOchat Click “Changes” on Reconcile page, opens list of transactions you can drill into. (mine is ugly!) #qbochat pic.twitter.com/60z2l3YaY4
  218. .@SherrellTMartin @vrcqbpro Available today for Android. Waiting on iOS approval / review. #QBOChat
  219. @QBOchat Thanks for hosting. Enjoy the rest of your week & weekend! #QBOchat
  220. @Hubdoc um aren’t those all new changes in the app version just released? #QBOchat
  221. Time to go work on month end Bank Reconciliations! I am pumped!! #QBOchat
  222. Love learning what makes you and clients happy/ frustrated so that we can learn from your experiences! Also, cute pets! #QBOchat
  223. @Hubdoc – that’s awesome! But I think you misunderstood my first tweet -I was talking about the PayPal app for QBO #QBOchat
  224. *Note: Arizona has no idea what they are doing, so you just need to ask them what time zone they are currently pretending to be in. #QBOchat
  225. @Hubdoc I would love to switch between client accounts from the mobile app to see what they have uploaded when i’m out
    #QBOchat
  226. HAHA Funny Cathy! ๐Ÿ™‚ You referring to me? #QBOchat
  227. @jazfun I can never understand time zones with Arizona ๐Ÿ™‚ #QBOchat
  228. enjoy the rest of your day all and make it a thriving one! #QBOchat
  229. RT @CathyIconis @jazfun You gotta read it. It should make you laugh! LOL LMAO yup love it #QBOchat
  230. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us! #QBOchat
  231. Have a great week, chatters! That went fast, as always! #QBOchat
  232. Sorry, but it updated on my iOS devices yesterday :-)RT @Hubdoc Available today for Android. Waiting on iOS approval / review. #QBOchat
  233. @SherrellTMartin Yup, that’s part of the update! Switching between Hubdoc client accounts. #QBOChat
  234. bye all! ๐Ÿ™‚ boy that was fast! ๐Ÿ™‚ #QBOchat
  235. Lol!! Felt like under 10 minutes!! I LOVE YOU SO MUCH!! RT @jazfun bye all! ๐Ÿ™‚ boy that was fast! ๐Ÿ™‚ #QBOchat
  236. thanks @CathyIconis and everyone! Great chat about bank recs today on #QBOchat
  237. @davidleary sure was quiet! I didn’t even see if he came in on time! hahaha #QBOchat
  238. @Hubdoc – no worries – Just wanted you to know I LOVE YOUR APP!! #QBOchat
  239. RT @vheckman @davidleary sure was quiet! I didn’t even see if he came in on time! hahaha #QBOchat
  240. yeah, where the real drinking happens, but I still have hours of work left #QBOchat

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 QBOโ€™s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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