08/24/2017 How Apps Can Help Accountants

8/24/2017 QBOchat

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QBOchat
Thu, Aug 24 2017 21:20:07

8/24/2017 QBOchat

How Apps Can Help Accountants

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz.
  2. Max here from LedgersOnline, looking forward to today’s topic! #QBOchat
  3. #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz
  4. Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions soon.
  5. Today we're chatting about how apps can help accountants. #QBOchat https://t.co/2sVzZRDXAj

    Today we’re chatting about how apps can help accountants. #QBOchat pic.twitter.com/2sVzZRDXAj
  6. @QBOchat Hey everyone! Alan here from Avalara, taking a brief break from vacationing on my mom’s couch in Nashville for the chat! #qbochat
  7. @getclockshark Nope, sorry!! But maybe you guys should do a takeover sometime! #QBOchat
  8. Hi #qbochat family!! Alex here with TSheets Time Tracking & Scheduling in Eagle Idaho! ๐Ÿ™‚
  9. Hi everyone! Nicole here checking in with Circulus. Hope everyone is having a great week! #qbochat
  10. .@CathyIconis here in Atlanta, GA tweeting under the #QBOchat handle today. How is everyone?!
  11. heyyyy! Bora here from receipt bank in DC ๐Ÿ™‚
    #qbochat
  12. Hi all! Sarah from Aero checking in from a nice sunny SF bay area! #qbochat
  13. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
  14. @avalara @QBOchat Hi friend!! Happy belated birthday! I hope it was a great one!! ๐Ÿ™‚ #qbochat
  15. Checking in to #qbochat! Kim Austin (also goes by Mrs. @AustinNexus), BDM at @IntuitAccts, tweeting from Palm Springs, CA today! ?
  16. @nickjhoffman You don’t have an avatar and you are tweeting from your personal account today. ๐Ÿ˜‰ #QBOchat
  17. Greetings from beautiful Melbourne FL! โ˜€๏ธ???#QBOchat
  18. Greetings to #QBOChat from Brent Blackburn here in Utah, owner of Biz Books Cloud LLC
  19. Hi Everyone! Rob from ProRata here in Atlanta, GA. #qbochat
  20. Q1: What is your current technology stack for your accounting firm? ("Stack" = the Apps you use to operate) #QBOchat https://t.co/fm6IsOmOtF

    Q1: What is your current technology stack for your accounting firm? (“Stack” = the Apps you use to operate) #QBOchat pic.twitter.com/fm6IsOmOtF
  21. Take 2: Hi everyone! Nick from Share a Refund, checking in from SoCal for this week’s #qbochat
  22. @tsheets Hey friend! ๐Ÿ˜€ Thank you so much; it’s been great spending time with family and getting to witness a dang eclipse! #qbochat
  23. Hi all – It’s Jen from @vertexinc checking in to today’s @QBOchat from Philadelphia. #qbochat
  24. This is probably the #1 thing I’m working with my partners/ firms to figure out right now…(sound familiar, @qbexpertchicago?) ๐Ÿ™‚ #QBOChat  https://twitter.com/QBOchat/status/900796602591399936 โ€ฆ
  25. @avalara Yeah, that WAS pretty neat! What totality were you in?! #qbochat
  26. @tsheets Lucky me: My mom lives smack dab in the path of totality! It was unreal amazing…can’t say the same for the humidity :p #qbochat
  27. @AutoEntry_OCREX @QBOchat @Tom_Ocrex We are looking forward to seeing you as well!! They are pretty good lookin’ socks if I do say so myself ๐Ÿ˜‰ He’s got great taste!! #qbochat
  28. A1: I tell firms to focus on “core” apps that will be a good fit for 80%+ of their clients, then be open to 1-offs (think #niche) #qbochat
  29. @KathyGrosskurth @QBOchat Trying to catch up. I took on a project that has put me behind. #QBOchat
  30. We’re with @davidleary on that one – the right tool for the right job #qbochat
  31. @avalara I did! We got to hang out on our patio at work and watch it together as a team! (This was before the rest of the crew flooded out!)#qbochat https://t.co/bhixhzZMkP

    @avalara I did! We got to hang out on our patio at work and watch it together as a team! (This was before the rest of the crew flooded out!)#qbochat pic.twitter.com/bhixhzZMkP
  32. Q2: What are your biggest struggles in running your accounting firm? How do you think Apps could help you? #QBOchat https://t.co/LqpYaUO2aR

    Q2: What are your biggest struggles in running your accounting firm? How do you think Apps could help you? #QBOchat pic.twitter.com/LqpYaUO2aR
  33. @davidleary For small firms, yes, but huge firms usually can’t go exclusively niche, so a good mix of horizontal/ vertical apps is best (IMO) #QBOCHAT
  34. A2: Automate your time drains and repetitive tasks #qbochat
  35. @BradCelmainis Great to see you, Brad!!! How’s your week been? ๐Ÿ™‚ #QBOChat
  36. A2. Apps are a good way to streamline the accounting/bookkeeping process, freeing up time and boosting efficiency. #QBOchat
  37. @BizBooksCloud tchat.io seems to be working fine for me, might be twubs! :/ #QBOchat
  38. A2: Having a reliable, solid Tech Stack helps you stay organized and efficient! #qbochat
  39. A2: At the end of the day, most firms are also #SmallBiz too. Streamlining workflow internally helps the same as for clients #qbochat
  40. @BradCelmainis I am with you there!! Not enough hours in the day and not enough days in the week! Good news though, it’s almost Friday! #qbochat
  41. A.2 – We hear a lot from our customers that the biggest struggle is time so we love to show them how we can make them work smarter #qbochat
  42. A2: Apps are a good way to automate processes and stay updated on the go #qbochat
  43. @tsheets @BradCelmainis My issue with time has been not delegating. I keep taking on more than I have time for. #QBOchat
  44. @tsheets That looks so stinkin’ fun! Had I not been with family, it would’ve been great to watch it alongside my fellow Avalarians ๐Ÿ™‚ #QBOchat
  45. #qbochat ah! tweet deck to the rescue – Twubs was not working…
  46. A2: apps can keep clients fingers out of QuickBooks #QBOchat
  47. @CathyIconis @BradCelmainis Sometimes you don’t even realize you are biting off more than you can chew until it’s time to chew! #qbochat
  48. @BobbayWang Hmmm. Sorry to disappoint! I kind of like the different spin on the questions we took today. #QBOchat
  49. @BradCelmainis Yes we did! It was amazing to watch! Should have come down!! #qbochat
  50. #qbochat @KathyGrosskurth I am so jealous that you are on the beach! The upside of being able to work from anywhere
  51. Q3: When reviewing new Apps, what should you look for before testing it out in your firm? #QBOchat https://t.co/ucdzMF5kgD

    Q3: When reviewing new Apps, what should you look for before testing it out in your firm? #QBOchat pic.twitter.com/ucdzMF5kgD
  52. @receipts_bora Yes but when I am on vacation it is a real break – I don’t work! #QBOChat
  53. A3: Check reviews (someone has already gone through what you’re looking at) and test out their support! #qbochat
  54. A3: I think a free trial with full function is key – you really want to get your hands on the goods before you buy #qbochat
  55. Hiya @receipts_bora. Forgot to mention my big push is @ReceiptBank these days. I’m normally wearing orange, but that was Tuesday ๐Ÿ˜‰ #qbochat
  56. Have to reach Premier level 1st but getting there RT @OpenSourceVAR
    Will @Intuit bring #QBO to level of a #QBEnterprise
    #qbochat ( #qbochat
  57. #qbochat A3. The first thing I look at for anything these days is the reviews and then I talk to my team and friends about their thoughts.
  58. @avalara @Kimtuitive @IntuitAccts Ok, I’m #LTL (later than Leary), but here now – Brian @avalara, clocking in @ the bottom of the first half of #qbochat!
  59. @getclockshark Yes totally agree with this too, great to get honest feedback about the pros and cons #qbochat
  60. A3. Seeing if the time saved is worth the cost. This is why trial periods are so important to utilize! #QBOchat
  61. A3: I am an early adopter. I see whether the app solves a pain point before I review. #qbochat
  62. A3: I would love screenshots on your Apps-com page of how the integration works with QBO and the customization options. #QBOchat
  63. A3: Take advantage of a demo and free trials to see how it will work for YOU. Also reviews in the app store reveal lots of info! #qbochat
  64. A3: ALWAYS get a demo of the product when one is offered. #qbochat
  65. @knowify For a while there, it was impossible to get a personal demo from some Apps. That drove me crazy. #QBOchat
  66. @BradCelmainis Yeah you are fairly close!! Let us know if you ever make it down! We would love to see ya! #qbochat
  67. Gonna move to the pool before the rain arrives. Have a great week everyone!#qbochat
  68. Q4: What are your favorite Apps that allow you to organize and streamline your internal project management? #QBOchat https://t.co/6Rgnvux7by

    Q4: What are your favorite Apps that allow you to organize and streamline your internal project management? #QBOchat pic.twitter.com/6Rgnvux7by
  69. A3: Reviews play a huge part in new apps (or really anything) that I am looking to implement! Reviews are crucial! #qbochat
  70. @davidleary @QBOchat @Intuit You would be correct if app developers were required to provide a REST API to access data. Too fragmented to emulate #QBEnterprise. #qbochat
  71. @jessicatsheets @knowify I know some Apps can get by with a simple video, but that usually isn’t the case. #QBOchat
  72. @CathyIconis @knowify We love doing personalized demos for accountants as they know which questions to ask #qbochat
  73. @EstrellaBkpng Got to have the trial! Testing it out before buying it is big! Good points! ๐Ÿ™‚ #qbochat
  74. A4: I really love the @ignitionapp concept but my implementation remains weak (my fault) @#QBOchat
  75. @QBOchat Been using Teamwork for awhile but just decided to switch to Asana. #qbochat
  76. Sweet, that works better than any of the tweet chat sites for following #QBOChat, thans @davidleary #qbochat
  77. Q5: What are your favorite Apps that allow you to organize and streamline your marketing efforts? #QBOchat https://t.co/Ev1salOffU

    Q5: What are your favorite Apps that allow you to organize and streamline your marketing efforts? #QBOchat pic.twitter.com/Ev1salOffU
  78. A4: Asana is one that we love using to help keep track and properly organize/prioritize your projects! #qbochat
  79. @CathyIconis @airtable is like a mix of a spreadsheet and a relational database with great UI options #qbochat
  80. @getclockshark @airtable Every accountant loves a spreadsheet. What do you use it for? #QBOchat
  81. #qbochat A4. Loving process flow and visibility, Asana and gliffy are the best.
  82. @CathyIconis – just about everything – you can make multiple views of your tables or make them calendars or KanBan boards #qbochat
  83. @CathyIconis We use it for our content calendar, perona and demand spaces definitions and some CRM functions – just getting started #qbochat
  84. @SherrellTMartin @buffer Same! We use Buffer a lot to create awesome, optimized social media images ๐Ÿ™‚ #qbochat
  85. @karbonhq tames the email inbox like magic, which was my biggest problem #qbochat
  86. A5: We use @SproutSocial for our social media stuff and sometimes supplement with @hootsuite. #QBOchat
  87. Q5 – airtable (again), buffer, active campaign, unbounce, slickplan and optimizily #qbochat
  88. Actually – #QBOchat each week is done using @SproutSocial and their Smart Inbox.
  89. A5: Same as @QBOchat, Sprout Social and HootSuite are GREAT tools!! #qbochat
  90. @tsheets Do you guys use the Smart Inbox for following allowing #QBOchat too?
  91. Q6: What are your favorite Apps that allow you to organize and streamline the accounting of your clients' employees? #QBOchat https://t.co/TV7eD1ndTn

    Q6: What are your favorite Apps that allow you to organize and streamline the accounting of your clients’ employees? #QBOchat pic.twitter.com/TV7eD1ndTn
  92. A5: I do a lot of face to face networking to get biz. Fantastical is pretty key @MethodCRM has been key too. #QBOchat
  93. @BizBooksCloud You are making us blush over and over Brent! ? Thank you for your kind words and support. #QBOChat
  94. A5. hootsuite’s a comprehensive tool for the large scale but for smaller scale marketing efforts persistiq might fit your needs? #qbochat
  95. @QBOchat I don’t! I guess I didn’t even realize you could do that!! Checking now! Good to know, thank you! #qbochat
  96. A6: and my clients love โค๏ธ @ReceiptBank for expense management #QBOchat
  97. Interested in getting your own #SponsorShout? Send us a message to learn more about our sponsorship opportunities. #QBOchat
  98. A6: @GustoHQ and Quickbooks online payroll. Just got my first client who uses @expensify. A demo may be in order #QBOchat
  99. A6: ClockShark (of course), Salespad, Bento and Knowify #qbochat
  100. Since our group of accountants is so technology focused (to save us time!) we are all about it! #QBOchat  https://twitter.com/SharmanRose/status/900807867946614784 โ€ฆ
  101. Q7: What are your favorite Apps that allow you to streamline the accounting of revenue and expenses for your clients? #QBOchat https://t.co/yHQGdLu48S

    Q7: What are your favorite Apps that allow you to streamline the accounting of revenue and expenses for your clients? #QBOchat pic.twitter.com/yHQGdLu48S
  102. @SharmanRose @QBOchat Having stacks helps you have apps in you back pocket that support your client niche. #qbochat
  103. I think those accountants and bookkeepers who aren’t focused on their stack are being left behind  https://twitter.com/QBOchat/status/900808227348250624 โ€ฆ #qbochat
  104. A7: QB Payments for collecting customer payments. Does that count @QBOchat? #qbochat
  105. A7: I love @QuickBooksCA #QBO built in scheduling and QB Payments for rev and @ReceiptBank for exp #QBOchat
  106. Just a few minutes left for this week’s #QBOchat. What is your favorite take away?
  107. @QBOchat Takeaway: Apps that help strengthen niche, enhance focus, and reward with time and efficiency are a godsend! ๐Ÿ™‚ #qbochat
  108. @QBOchat I loved seeing what everyone’s preferred apps are for all realms of their business! ๐Ÿ™‚ This was a great #qbochat!!
  109. That it’s good to be back (although, now I have LOTS of emails to send out for some exciting things we’re working on)!! #QBOChat  https://twitter.com/QBOchat/status/900809459844493313 โ€ฆ
  110. Key takeaway: build a stack that’s right for your practice. #QBOchat
  111. @SherrellTMartin @QBOchat I agree completely. I find that majority of clients are not tech savvy so do not see the benefits available #QBOChat
  112. Next week our topic is: Recent QBO Updates (June, July & August). Schedule it on your calendar now! #QBOchat
  113. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us!

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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