08/31/2017 Recent QBO Updates (June, July & August)

8/31/2017 QBOchat

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QBOchat
Thu, Aug 31 2017 20:04:34

8/31/2017 QBOchat

Recent QBO Updates (June, July & August)

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz.
  2. #QBOchat is a weekly tweet chat about QuickBooks Online, the best in class accounting platform for #smallbiz
  3. Greetings to #QBOChat from Brent Blackburn here in Utah, owner of Biz Books Cloud LLC
  4. Today we're chatting about Recent QBO Updates (June, July & August). #QBOchat https://t.co/AFXu4wrOOF

    Today we’re chatting about Recent QBO Updates (June, July & August). #QBOchat pic.twitter.com/AFXu4wrOOF
  5. @QBOchat Hi all! Alan here w/ Avalara, your friendly neighborhood sales tax automation pros. First rainy day in Seattle in awhile! #qbochat
  6. @QBOchat Hi everyone! Victoria from Iconis Group in Atlanta checking in #QBOChat
  7. Sarah from Aero popping to to chat from the SF Bay area. How is everyone doing? #qbochat
  8. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
  9. @AeroWorkflow Hey Sarah! I’m swell! Moved to a new apartment yesterday and so glad it’s over. You? #qbochat
  10. Hi all @dryrunapp team here. We’re a QBO integration from #canada. #operationalforecasting is our game 🙂 #qbochat
  11. Hello! It’s been awhile. Damien from Receipt Bank here! #qbochat
  12. Happy Thursday #qbochat! Nicole here with Circulus in Chicago 🙂
  13. Q1: Who has used Intuit's new Accountant Practice Management Tool? What tips do you have to share? #QBOchat https://t.co/TsoUkmYhOW

    Q1: Who has used Intuit’s new Accountant Practice Management Tool? What tips do you have to share? #QBOchat pic.twitter.com/TsoUkmYhOW
  14. OK, who is the local tweetdeck expert besides @davidleary who does not seem to be here yet, I would like to make a column wider #qbochat
  15. Hi everyone! CloudSolutions with Business Importer is here!
    #qbochat
  16. A1: Like any infant, be patient & try to enjoy each stage if its growth #QBOchat
  17. @CirculusTech Hi Nicole! I just visited Chicago for the first time and had my first Gino’s…omg…AMAZING. #qbochat
  18. A1 I went to the initial webinar about it but decided to leave it until it is better fleshed out, I am happy with @karbonhq #qbochat
  19. Hi everyone! Jen from Kninja Knetwork here. Beautiful day here! #qbochat
  20. @avalara Nice! It is definitely hard to not eat pizza all the time here! #qbochat Hopefully you had some great weather to explore the city.
  21. Hey it’s been a really long time since I joined #QBOchat… I’m Caleb Jenkins from CA at @RLJ_Financial! I’ll be here for 15-30 min today.
  22. Welcome Jen RT @kninjaknetwork: Hi everyone! Jen from Kninja Knetwork here. Beautiful day here! #qbochat
  23. @AeroWorkflow I am…but my leg muscles aren’t too happy…this was me getting to the bus stop today :p #QBOchat pic.twitter.com/AnmlISHKY9
  24. @QBOchat Hi there! Valerie, Product Consultant from Intuit here! Tweeting from IL #LearyLate #qbochat
  25. Yeah, you got all famous and stuff and forgot us RT @CalebLJenkins: Hey it’s been a really long time since I joined #QBOchat
  26. A1: I’ve used it a little bit… However, it is lacking some key features that would be helpful for a larger team. #QBOChat @QBOchat  https://twitter.com/QBOchat/status/903333255998578688 â€¦
  27. @BizBooksCloud No – it’s more like a daily meeting I used to have on Friday’s got moved to Thursday’s and it directly conflicts with #QBOChat times.
  28. Hi everyone! Kelly Brown here with TSheets! Excited to learn about all of the recent QBO updates! #QBOChat
  29. Hey Kelly I was just on with a user who <3’s Tsheets! Can’t wait to give it a go! #qbochat
  30. welcome Kelly RT @tsheets: Hi everyone! Kelly Brown here with TSheets! Excited to learn about all of the recent QBO updates! #QBOChat
  31. @tsheets is the bomb! RT @mydryrun: Hey Kelly I was just on with a user who <3’s Tsheets! Can’t wait to give it a go! #qbochat
  32. @BizBooksCloud I hope I’m never too “famous” to do something for others… #QBOChat
    Plus – I don’t really see myself as “famous” either.
  33. Q2: Who has used the new reconciliation feature in QuickBooks Online? What are your favorite enhancements? #QBOchat https://t.co/sMdClp84Ju

    Q2: Who has used the new reconciliation feature in QuickBooks Online? What are your favorite enhancements? #QBOchat pic.twitter.com/sMdClp84Ju
  34. Hey Kelly I was just on with a user who <3’s Tsheets! @tsheets Can’t wait to give it a go! #qbochat
  35. Well I learned a lot about you and from you in the QBox session RT @CalebLJenkins: I hope I’m never too “famous” #QBOChat
  36. @BizBooksCloud I’ve just somehow been the youngest winner of a number of awards which is pretty cool but not “famous” (at least in my opinion)… #QBOChat
  37. A2- I love the “cleared” column feature! very useful #qbochat
  38. @qbochat A1. Tip: you can toggle to "list view" in Work if desired. I personally prefer it, but every brain is different :)  #QBOchat https://t.co/FXkTUBqMRj

    @QBOchat A1. Tip: you can toggle to “list view” in Work if desired. I personally prefer it, but every brain is different 🙂 #QBOchat pic.twitter.com/FXkTUBqMRj
  39. A2 – Great to separate and see only Payments or Deposits! #qbochat
  40. #qbochat these questions are def making me feel i need to poke around more in QBO! the pleaser in me wants to say “yes” to something!
  41. A2 I like the flexibility to view both credits and debits together or alone #qbochat
  42. A2 but I do wish the top section could be compressed as an option instead of just hidden or viewed #qbochat
  43. @QBOchat A2. I have a few! Configure to Add/ Remove Columns, including new Memo column and Cleared Date #qbochat
  44. A2 – I love the separate payments and deposits tabs and the ability to filter to a specific date range if needed. #QBOchat
  45. A2- I like the running total of checked deposits and payments at the top so we can see where we are out and what might be missing! #qbochat
  46. @QBOchat A2. Filter transactions by almost any field to help locate errors, using the funnel icon in upper left #qbochat
  47. me too, it just takes up so much screen real estate RT @kninjaknetwork: A2- I like the running total of checked dep and pmts at top #qbochat
  48. @QBOchat A2. New Discrepancy report is also pretty awesome (I am a little bias over here though) 🙂 #qbochat
  49. Q3: QuickBooks has made more enhancements to invoice customization? What have you noticed?  #QBOchat https://t.co/frRgvhwQGY

    Q3: QuickBooks has made more enhancements to invoice customization? What have you noticed? #QBOchat pic.twitter.com/frRgvhwQGY
  50. A2: I love the new reconciliation reports homepage with all the prior reconciliations, adjustments, etc. #qbochat  https://twitter.com/QBOchat/status/903335310968463363 â€¦
  51. I hear that all the time, but I leave off payees a LOT on purpose! RT @vheckman: clients who forget to add a payee in Bank Feed! #qbochat
  52. @vheckman Or those that still enter manually and entered the wrong amount… #QBOChat
  53. There is no reason for non-AP expenses to have the payee, it makes the vendor list a mess, and the memo field works fine for that #qbochat
  54. @BizBooksCloud @vheckman Why do you leave off payees? You can’t search, filter, or use a lot of the powerful features of #QBO if leave off the payee. #QBOChat
  55. @avalara Thank you I was wondering when that would post so I need to go look at it! ? #QBOChat
  56. I hate seeing six different gas station brands and other such junk in the vendor list, especially with a client that has real AP #qbochat
  57. Q4: The QuickBooks Windows App has been updated. Have you tried it recently? What is your favorite part? #QBOchat https://t.co/3qCnvXmaJO

    Q4: The QuickBooks Windows App has been updated. Have you tried it recently? What is your favorite part? #QBOchat pic.twitter.com/3qCnvXmaJO
  58. A2 – Anybody know why the “cleared” column is not an option when doing a bank rec in QBO-Plus!? #qbochat
  59. @BizBooksCloud That’s totally fine, I just think you’re missing out of the power of Bank Feeds w/ Rules, etc. if you don’t use the Payee. #QBOChat
  60. A4 the Windows app is almost there to where I will use it most of the time, still don’t like how it handles saving pdfs #qbochat
  61. bank feed rules work great on transactions without adding a payee #qbochat
  62. A3. I recently wrote about invoicing- both old & new functionality some don’t know QBO can do!  http://bit.ly/2emplSx  #qbochat
  63. A4: I have used it but I still like using #Chrome better. I like my favorites and the ability to quickly use multi-tabs in Chrome. #QBOChat  https://twitter.com/QBOchat/status/903339227806662656 â€¦
  64. Interested in getting your own #SponsorShoutout? Send us a message to learn more about our sponsorship opportunities. #QBOchat
  65. interesting, I find the opposite, switching tabs is a pain to me RT @CalebLJenkins: A4: Chrome just feels less cluttered #QBOChat
  66. A4: haven’t use the new QBO app yet but I’m looking at doing so soon. #QBOchat
  67. A3 I use uploaded invoice templates a lot, frustrated to find there does not seem to be variable for current amount due on invoice #qbochat
  68. Q5: QuickBooks now has a project feature to group transactions by project and see profitability. Who has tried it out?  #QBOchat https://t.co/TgjvUOkgqA

    Q5: QuickBooks now has a project feature to group transactions by project and see profitability. Who has tried it out? #QBOchat pic.twitter.com/TgjvUOkgqA
  69. A4 I actually use the Mac app a lot more when on my Mac #qbochat
  70. @QBOchat A4. I am a huge Chrome fan myself, but I do like that the app has more keyboard shortcuts #qbochat
  71. A4. To check the version of app you have, go to Help>About QuickBooks (Windows) or QuickBooks>About QuickBooks (Mac). 3.0.0 is new #qbochat
  72. A5. BTW, Have to turn on Project Tracking in QuickBooks Labs to try it #qbochat
  73. WTH? I am on 1.3.1.22 RT @vheckman: A4. To check the version of app you have, go to Help>About QuickBooks 3.0.0 is new #qbochat
  74. I use it every freakign day, you would think it might clue me in #qbochat
  75. @BizBooksCloud That’s the original app. We launched a new version in early August. New one mostly has performance updates and a few changes. #qbochat
  76. Q6: Who has tried the new employee self-setup in QuickBooks Online Payroll? #QBOchat https://t.co/9QSVx3C8vb

    Q6: Who has tried the new employee self-setup in QuickBooks Online Payroll? #QBOchat pic.twitter.com/9QSVx3C8vb
  77. A5. With project tracking, you can track transactions & time activities to a Project & manage them in one centralized location.#qbochat
  78. A6: that functions is not available in Canada @avalara – Hi back at ya!
    #qbochat
  79. A5. Add Notes and View Project Profitability,Transaction List, Unbilled Time/Expenses and Non-billable Time reports. #qbochat
  80. A6 Not yet, but I am just onboarding two clients with new payroll, I am going to give it a try #qbochat
  81. A6: As usual, the neighbours to the north don’t have this cool feature ? #QBOchat
  82. The Canuks are always the poor step-children 🙁 RT @balsamway: A6: that functions is not available in Canada #qbochat
  83. A6. This one allows employers to invite their employees to enter W-4 details, direct deposit info, etc. Avail in 16 states so far #qbochat
  84. Q7: Purchase orders have been updated so you can partially receive items. How has this impacted your bookkeeping workflow? #QBOchat https://t.co/jljXRZeSUN

    Q7: Purchase orders have been updated so you can partially receive items. How has this impacted your bookkeeping workflow? #QBOchat pic.twitter.com/jljXRZeSUN
  85. Just a few minutes left for this week’s #QBOchat. What is your favorite take away?
  86. A7. (1/2)When you add PO to bill, expense, or check, edit QTY to receive for each line. PO stays open & reflects qty received… #qbochat
  87. Next week our topic is: Building a finance department in a business. Schedule it on your calendar now! #QBOchat
  88. Remember to sign up for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat.  http://bit.ly/2nJVXIC 
  89. Favorite take away, I am two versions behind on my Windows app and NO ONE TOLD ME 🙂 #qbochat
  90. A7.(2/2) PO will automatically close when all items have been accounted for in linked transactions (or can be manually closed) #qbochat
  91. I still don’t know where to get the most recent version either, this has not been something they have made easy! #qbochat
  92. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us!
  93. Already over?! But there’s more new stuff to talk about!! Chat goes by too fast! Have a great day everyone! #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 QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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