10/9/2014 QuickBooks Online Shortcuts

QuickBooks Online Tweet Chat – QuickBooks Online Shortcuts

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Thu, Oct 16 2014 13:38:09

QuickBooks Online Tweet Chat – QuickBooks Online Shortcuts

10/9/14 #QBOChat Transcript

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz. #QBOchat
  2. Hi Everyone – Hope you all are having a great Thursday so far! #QBOChat
  3. Happy to tune into another amazing episode of #QBOChat! Victoria of TSheets in Boise, ID here!
  4. Yay! Happy to be at #QBOChat on this beautiful Thursday. Marnie from Alberta here. #QBOchat
  5. How to create an item profitability report in QBO Plus:  http://youtu.be/GVeT_eLcLj4  Thanks Laura Redmond and QBO Adv cert #QBOChat
  6. Hi #QBOchat‘ers, it’s Lori Fraleigh, Director of Developer Relations for @ippdev. Here at @Intuit HQ in Mountain View, CA. #QBOchat
  7. Hello, Scott from CCS Property SErvices in Green Bay #QBOchat
  8. Cathy Iconis here running the chat!! I’m in partly-cloudy Atlanta today and watching the kids walking home from school. #QBOchat
  9. I only introduce myself with a video or qbo content #QBOChat
  10. #QBOChat happening now! Just include #QBOChat in your tweet to join the conversation! #QuickBooksOnline
  11. Today we’ll be discussing QBO Shortcuts. Please share your thoughts and comments as we go. #QBOchat
  12. @CathyIconis My hand is getting better. Still non weight bearing on my leg for a couple of weeks #QBOCHAT
  13. RT @CathyIconis Today we’ll be discussing QBO Shortcuts. Please share your thoughts and comments as we go. #QBOchat
  14. Hi All Cindy Schroeder Bright Bookkeeping Glen Ellyn IL #QBOchat
  15. hey hey hey #QBOchat ‘rs – David Leary | Developer Evangelist | Intuit Partner Platform …sitting in perfect weather #Tucson
  16. glad you all are psyched about Train, I am not. I wanted something grungier. Alas. #QBOChat
  17. Brent here in Utah, owner of Keeping Books & Computing Consulting LLC #QBOchat
  18. Hey everyone! #QBOchat: It’s Bryan from Intuit in Toronto. Also manning the @IntuitAcctsCA and @IntuitAccts handles. @CathyIconis
  19. @CathyIconis I suppose I shouldn’t derail things already by suggesting we shortcut to the #qbconnect party? 🙂 #qbochat
  20. If anyone else isn’t going to #qbconnect, feel free to join me in my blanket fort. Bring colouring books #QBOCHAT
  21. Happy Thursday, #QBOChat! This is Gregg from Ottawa, OfficeBooks’ inventory management app  http://officebooks.com  is in @IntuitApps.
  22. Officially here – Kim Hogan, BDM @IntuitAccts, chatting from Grandma’s house in Dearborn, MI today 🙂 #QBOChat #QBOchat
  23. Hi everyone Jessica Garbarino with Quantum Leap Consulting 🙂 #QBOchat
  24. Who is ready for some shortcuts? Any tips for some to #QBConnect? 😉 #QBOchat
  25. Hey Mark @qbexpertchicago wish you were going with to #QBConnect. Did you hear @train is going to be there? HA #QBOchat
  26. Brian Austin, Industry Relations @avalara, #qbochat-ting live from beautiful Bainbridge Island
  27. We invite all types of QuickBooks users – #smallbiz, bookkeepers, developers, and tax preparers to join our #QBOchat. #QBOchat
  28. Hi #QBOchat Lisa Rathjens here too, Dev Outreach for Intuit! We’re busy planning how to meet and greet you at #QBConnect
  29. I love the “hack” part. RT @qbclay Woody Adams, QBDt/QBO Hack, Texas #QBOchat
  30. I even saved @Nurph on my bookmarks bar so I wouldn’t forget it #QBOchat
  31. The announcement we’ve been dying to make: Grammy-Award winning band @train is headlining #QBConnect!  http://intuit.me/1sDiu8v  #QBOChat
  32. RT @MrScottClark I even saved @Nurph on my bookmarks bar so I wouldn’t forget it #QBOchat
  33. Madeline Reeves – Accountant Programs Extraordinaire – Avalara #QBOChat
  34. #QBOchat Hi! My name is Danetha. From San Francisco. Danetha Doe Consulting- I do accounting &business plans for product launches.
  35. #QBOchat Hi! My name is Danetha. From San Francisco. Danetha Doe Consulting- I do accounting &business plans for product launches.
  36. Keep the introductions coming. #QBOchat -> Name, Location & Name of Biz. #QBOchat
  37. @MarnieStretch @IntuitAccts I wish! Grandma is all about her ice cream sundaes though, so we have hot fudge for days! #QBOChat
  38. Ok last one: How to create a non profit donor contribs report:  http://youtu.be/89ouquM0cXc 
    in QBO. #QBOChat
  39. @jazfun oh I’m a long way from up and around unless a wheelchair counts. Or a recliner? I’m just happy to be home. #QBOChat
  40. RT @qbclay Ok last one: How to create a non profit donor contribs report:  http://youtu.be/89ouquM0cXc 
    in QBO. #QBOchat
  41. hey guys! sorry we’re late to #QBOChat! Glad you’re all here!
  42. Life’s good when you married a jackass whisperer. #QBOChat
  43. Come on, I LOVE Train, but I would say some of the other names are headlining, Train is along for the ride, so to speak 🙂 #QBOchat
  44. OOH – Good call, BAUS! RT @AustinNexus Am calling out @evenanerd, Geni Whitehouse, to join us soon on #qbochat. #QBOchat
  45. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
  46. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
  47. RT @KeepingBooksCC Come on, I LOVE Train, but I would say some of the other names are headlining, Train is along for the ride… #QBOChat
  48. I didn’t even know about it! RT @jazfun @AustinNexus I loved the google hangout! #QBOchat
  49. I’m going to be pretty quiet today I’m at a client working on a @TransactionPro integration project #QBOChat
  50. RT @qbexpertchicago I’m going to be pretty quiet today I’m at a client working on a @TransactionPro integration project #QBOChat
  51. @jazfun @AustinNexus me too! It’s always great when technology goes exactly as planned! 😉 #QBOChat #WiFiFAIL #QBOchat
  52. Me neither RT @CathyIconis I didn’t even know about it! RT @jazfun @AustinNexus I loved the google hangout! #QBOchat
  53. You actually joining us today?! RT @crepetto Woo Woo (train whistle) who’s psyched about #train at #QBConnect? #QBOchat
  54. @KourtneyRunsSTL @QuickBooks Even if self-employed, you are a real business owner & one that is more invested than many others! 🙂 #QBOChat
  55. @jazfun on that note, I should probably issue a disclaimer for anything I may have tweeted while on painkillers 😉 #QBOChat
  56. I keep my car radio on the scan setting. No tuen lasts longer than 4 seconds. #QBOChat
  57. @CathyIconis Landen from Edmonton Alberta. Representing Jobber. Been a while but exciting to see how much #QBOchat has grown!
  58. @crepetto We knew you wouldn’t be able to stay away from #QBOChat Thursday! 🙂
  59. #QBOChat – Anyone else have payroll access issues through QBOA?
  60. #QBOChat – Anyone else have payroll access issues through QBOA?
  61. @qbclay Short attention span. Wait. Short attention scan. Haha! #qbochat
  62. Uh oh- just went from partly-cloudy to thunder. #QBOchat
  63. @crepetto Oh I’m psyched about #QBConnect Chris…counting down the days! Not many sleeps to go now! Bring it on! 🙂 #QBOChat
  64. @ShayCPA yesterday, it wouldnt load, just kept reverting to homepage. sign in as acct user at  http://qbo.intuit.com , works there #QBOChat
  65. Hope you can take it this time 🙂 RT @CathyIconis You actually joining us today?! RT @crepetto #QBConnect? #QBOchat
  66. Yep! Saw that on his FB page last night!! RT @jtumacder #QBOChat Hi All. Just heard from @RichWalkerSF. He will be at #QBConnect 🙂 #QBOchat
  67. @ShayCPA yes you can’t change the pay cycle for an employee once it has been established #QBOChat
  68. @CathyIconis @crepetto he has to brag about his newest #QBConnect announcement! Did you tell Ron Baker about it yet? 😉 #QBOChat
  69. @jazfun Yep…I made it this week – hard to resist this crazy bunch! 🙂 #QBOChat
  70. LOL!!! RT @Kimtuitive @crepetto he has to brag about his newest #QBConnect announcement! Did you tell Ron Baker about it yet? 😉 #QBOchat
  71. @OBGregg there you are! Getting better but I’m a few months from ‘okay’ @jazfun #babysteps #QBOChat
  72. I hate QBO payroll (shhh!!! don’t tell) RT @qleapconsult Had a client leave QBO payroll because of it #QBOchat
  73. By the way, QBO Payroll is all jacked up right now, right @accountingpeace?? #QBOchat
  74. I’m hooked. I don’t even know what the topic is today! #qbochat
  75. @tsheets @AustinNexus @lorifraleigh @qbclay If only I could be the “email-whisperer”! Now that’s something that I’d love to control #QBOChat
  76. Yay! Welcome, Shane!@shanemac36: @jazfun Yep…I made it this week – hard to resist this crazy bunch! 🙂 #QBOChat
  77. My Favorite shortcut comes from @MarnieStretch deleting the new company file #QBOchat
  78. QBO Shortcuts!!! — aka you talking about #QBConnect more RT @crepetto I’m hooked. I don’t even know what the topic is today! #QBOchat
  79. @qleapconsult I’m still using either Paychex or ADP. I like how ADP integrates with #QBO #QBOchat
  80. @jazfun I just wish QB could have changed it manually on the back end – so sad 🙁 #QBOchat
  81. @evenanerd @Kimtuitive And it sounds authentic when you say y’all – I get all sorts of grief on #qbochat for trying to sound friendly 😉
  82. A1: Users can perform calculations in number fields, making math a breeze! #QBOchat
  83. #Train wasn’t my deal. I’m just sharing the great work of others on the team. I wanted Enya. #qbochat
  84. A1: Using the ESCAPE key to close a transaction. Genius! Thanks @qbclay #qbochat
  85. @CathyIconis my unicorn is getting uncalmed …when are you going to make nurph keep the Qs at the top? #QBOchat
  86. I loves me some #Train RT @crepetto #Train wasn’t my deal. I’m just sharing the great work of others on the team. I wanted Enya. #QBOchat
  87. and it’s #ValuePricing not the other thing… 😉 RT @MarnieStretch Remember…it’s @ronaldbaker not the other guy lol! #QBOchat
  88. Hello everyone from Nashua New Hampshire I hope everyone is having a great week! #qbochat
  89. I keep my car radio on the scan setting. No tuen lasts longer than 4 seconds. #QBOChat
  90. I keep my car radio on the scan setting. No tuen lasts longer than 4 seconds. #QBOChat
  91. @jazfun the client wanted to go from monthly to bi-weekly pay – no Bueno 🙁 #QBOChat
  92. RT @Kimtuitive and it’s #ValuePricing not the other thing… 😉 Remember…it’s @ronaldbaker not the other guy lol!
    #QBOchat
  93. A1: “Alt+down” allows you to open the drop-down menu to select the list item of your choice. #QBOchat
  94. @TransactionPro I didn’t know you were in Nashua. I sometimes come there to barbershop conventions. #QBOChat
  95. I would like a shortcut to run a #unicorn across the screen 🙂 #QBOchat
  96. @CathyIconis Definitely a timesaver. Did anyone else used to pull up a spreadsheet or calculator app before learning about this? #QBOChat
  97. RT @jazfun I would like a shortcut to run a #unicorn across the screen 🙂 #QBOchat
  98. RT @CathyIconis: A1: Users can perform calculations in number fields, making math a breeze! #QBOchat
  99. RT @CathyIconis: A1: Users can perform calculations in number fields, making math a breeze! #QBOchat
  100. RT @qbexpertchicago I’m going to be pretty quiet today I’m at a client working on a @TransactionPro integration project #QBOChat #qbochat
  101. @AustinNexus @evenanerd because she is from a place where people eat tater tots & say “y’all” and don’t sound silly! #QBOChat
  102. That would be amazing if we could get a unicorn into the product! #QBOchat
  103. @qbclay @jazfun but then how do you combine for one W2? I am helping out a CPA -this is her client and she made the decision to nix #qbochat
  104. A1: Just press “T” in any date field to change the date the current one. #supereasy #QBOchat
  105. Looks like my QBOA team-mate @jtumacder is in the house – good to see you JT #QBOChat
  106. RT @CathyIconis A1: Just press “T” in any date field to change the date the current one. #supereasy #QBOchat
  107. I think the Maple Leafs listen to Enya before games. RT @BalanceSheetsCA: @crepetto Enya? Wouldn’t everyone fall asleep? #QBOChat
  108. @davidleary Was nurph acting buggy for anyone else? I was seeing a string of tweets stuck at the bottom of the page. #QBOChat
  109. @qleapconsult @jazfun oh no, i dont think so. but can you not just choose the biweekly from drop down when you eidt their record? #QBOChat
  110. That is cool! RT @CathyIconis A1: Just press “T” in any date field to change the date the current one. #supereasy #QBOchat
  111. @qleapconsult no but you can have a salary then salary plus salary + #QBOchat
  112. Hey everyone! Sorry I’m late! I lost track of time listening to #Train on pandora 😉 #QBConnect #Party #qbochat
  113. I think this is an amazing idea! RT @jazfun: I would like a shortcut to run a #unicorn across the screen 🙂 #QBOchat
  114. @qbclay @jazfun no the system won’t let you change it. The office mgr was on the phone with intuit for an hour #qbochat
  115. RT @KellyTSheets Hey everyone! Sorry I’m late! I lost track of time listening to @train on pandora 😉 #QBConnect #QBOchat
  116. RT @MrScottClark: That is cool! RT @CathyIconis A1: Just press “T” in any date field to change the date the current one. #supereasy #QBOchat
  117. Still can’t stop laughing about the Unicorn shortcut…thank you @jazfun!! #QBOChat
  118. RT @MrScottClark: That is cool! RT @CathyIconis A1: Just press “T” in any date field to change the date the current one. #supereasy #QBOchat
  119. Still can’t stop laughing about the Unicorn shortcut…thank you @jazfun!! #QBOChat
  120. RT @MrScottClark: That is cool! RT @CathyIconis A1: Just press “T” in any date field to change the date the current one. #supereasy #QBOchat
  121. Everytime I see @Nurph I think of our very own Murph! We need to get him on Twitter! #qbochat
  122. RT @tsheets Still can’t stop laughing about the Unicorn shortcut…thank you @jazfun!! #QBOChat
  123. @evenanerd @AustinNexus it works when you don’t live in Palm Springs! 😉 It’s almost as bad as creased jeans! #QBOChat @NeverCallMeRich
  124. yes the ones w/ @Nurph inthem seem to stick to the bottom #QBOchat
  125. I like these shortcuts. I’ve never knew about any of these. #QBOchat
  126. I keep my car radio on the scan setting. No tuen lasts longer than 4 seconds. #QBOChat
  127. @jazfun when you reconcile the bank, you should get a prancing unicorn. #QBOChat
  128. @jazfun when you reconcile the bank, you should get a prancing unicorn. #QBOChat
  129. Personally I like the ALT +⤵️ shortcut to open lists, and I’m old school so I like to use the ⤵️⤴️ arrows to move through lists #QBOChat 😉
  130. @jazfun @qbclay but it would all come through on 1 W2? Good to know for future reference! this is why I ❤️#QBOchat !!
  131. A2: Using a separate Chrome profile and organizing shortcuts in folders – especially ones for specific clients. #QBOChat
  132. Ctrl-Alt-A is my favorite @QBOnline shortcut – to get to the Chart of Accounts #QBOChat
  133. I want all of my clients on the cloud! Cloud evangelists unite! #QBOChat
  134. I want all of my clients on the cloud! Cloud evangelists unite! #QBOChat
  135. RT @qleapconsult I want all of my clients on the cloud! Cloud evangelists unite! #QBOChat
  136. A2: Create an icon bar of “favorites” on your browser window for quick navigation. #QBOchat
  137. @shanemac36 Who needs mice? We should all be tweeting from a command line. #qbochat
  138. someone just asked me this on facebook chat: How do you run a report by salesperson on QB online? #QBOchat
  139. RT @qleapconsult: I want all of my clients on the cloud! Cloud evangelists unite! #QBOChat
  140. Somehow Thursdays always get a little better around 3:00 PM EDT 😉 @DanethaDoe @KellyTSheets How are you?? #QBOChat
  141. @DanethaDoe @tsheets we are awesome! Better now that we get to hangout with all of you beautiful people! #qbochat
  142. @davidleary Set the salespeople up as locations or class and populate the fields in the transactions #QBOchat
  143. So many benefits to having apps in the cloud. RT @qleapconsult: I want all of my clients on the cloud! Cloud evangelists unite! #QBOChat
  144. RT @thinkx2: Ctrl-Alt-A is my favorite @QBOnline shortcut – to get to the Chart of Accounts #QBOChat
  145. @OBGregg haha….now that is old-school! 🙂 Reminds me of my DOS days #QBOChat
  146. Yes! RT @tsheets: Somehow Thursdays always get a little better around 3:00 PM EDT 😉 @DanethaDoe @KellyTSheets How are you?? #QBOChat
  147. Srsly can’t wait to meet you all at #QBConnect – I have some fun accting T-shirts to wear ? #QBOChat
  148. @shanemac36 @OBGregg We have to find a way to remember and learn from the past and continue to explore new technologies. #QBOchat
  149. @shanemac36 @OBGregg i.e. the typewriter I was thinking about buying the other day. 🙂 #QBOchat
  150. @IntuitAcctsCA @qleapconsult sorry but QBO Canada is not ready for that yet. We’re missing some things that mean some should avoid #QBOchat
  151. @crepetto @BalanceSheetsCA We need a wheelchair video camera she can control at #QBConnect that provides a live feed to her. #QBOchat
  152. @jazfun You didn’t know? Saves me the embarrassment of being stood up!! 😛 Although I’m still not convinced it won’t happen! #QBOChat 🙂
  153. haha @shanemac36 No.. I didn’t know.. although I don’t think you get embarrassed very often #QBOchat
  154. A2: Who has been using different users in Chrome? #QBOchat
  155. Since forever! RT @CathyIconis A2: Who has been using different users in Chrome? #QBOchat
  156. Shout out to all the CPA’s and Tax Preparers working late these days to make the Oct 15th deadline #QBOChat
  157. Mary Longacre in Alexandria. Arriving 20 minutes late for #QBOChat = no hope of reading all the tweets to catch up!
  158. @KeepingBooksCC I really haven’t tested it out yet. What do I need to do? #QBOchat
  159. @CathyIconis @crepetto if I could have flown, I would have been at #QBConnect. Not smart with broken leg & recent head injury. #QBOchat
  160. @CathyIconis @OBGregg Sadly I’m old enough to remember learning to type on a typewriter…typing class in high school!! #QBOChat
  161. @shanemac36 @OBGregg I was in the “advanced” class that had a Macintosch for typing 🙂 #QBOchat
  162. Go to settings and create a new user! very easy
    RT @CathyIconis I really haven’t tested it out yet. What do I need to do? #QBOchat
  163. RT @ShayCPA: Shout out to all the CPA’s and Tax Preparers working late these days to make the Oct 15th deadline #QBOChat
  164. A2: @CathyIconis Great reason to use different users is the clearing of cache and cookies when QBO is not behaving! #QBOChat
  165. @KeepingBooksCC Can you login as different users into QBO as different chrome users? #QBOchat
  166. Don’t connect the additional users to a Google acct #QBOchat
  167. yes, each user can be logged on as a different company #QBOchat
  168. @jazfun The class for people that didn’t take Drivers’ Ed and we got to learn basics of computers. #QBOchat
  169. @jazfun Embarrassed….no! 🙂 Although I think it may have happened once or twice….nah, just once! 🙂 #QBOChat
  170. each user has its own bookmarks, history, cookies, etc #QBOchat
  171. @DanethaDoe can’t assign tax codes to customers, discount is for whole invoice, not per line @IntuitAcctsCA @qleapconsult #QBOChat
  172. A3: The “+” button can allow you to create almost any transaction you need. #QBOchat
  173. @CathyIconis Uh explains it true story I was in the drivers ed car that got rolled!! LOL #QBOchat
  174. You can have an unlimited number of companies open at once, take that QBD! #QBOchat
  175. @CathyIconis A3. My favorite shortcuts are browser bookmarks. Great way to set up a workflow. #QBOChat
  176. But, maybe @StacyKildal and I should just wear + sign tshirts for our panel #QBOchat
  177. A2 I was using Chrome Ninja as my separate user for #QBO but the icon was suddenly too much like ISIS! Had to change #QBOchat
  178. A3: If in doubt, check the “gear” icon to find those hard to find features > budgets, reconcile, etc. #QBOchat
  179. RT @CathyIconis A3: If in doubt, check the “gear” icon to find those hard to find features > budgets, reconcile, etc. #QBOchat #qbochat
  180. I don’t do taxes and it is crazy! RT @ShayCPA Shout out to all the CPA’s and Tax Preparers working late these days for Oct 15th #QBOchat
  181. RT @OBGregg: @CathyIconis A3. My favorite shortcuts are browser bookmarks. Great way to set up a workflow. #QBOChat
  182. *Single tear* RT @ShayCPA: Shout out to all the CPA’s and Tax Preparers working late these days to make the Oct 15th deadline #QBOChat
  183. RT@BalanceSheetsCA I was using ChromeNinja as my separate user for #QBO but the icon was suddenly too much like ISIS! Had to change #QBOchat
  184. @UseTallie We won’t be there until Monday you can follow us on the road trip virtual travel companions allowed! #QBConnectorBUST
    #QBOchat
  185. Will the QBO Advanced Certification test be available at #QBConnect or not until later? #QBOchat
  186. Amazing how far we’ve gone. RT @CathyIconis: @shanemac36 @OBGregg I was in the “advanced” class that had a Macintosch for typing 🙂 #QBOchat
  187. later RT @BrightBooks Will the QBO Advanced Certification test be available at #QBConnect or not until later? #QBOchat
  188. A3: Accountant Users have a quick report search field on the top left of the screen for quick navigation. #QBOchat
  189. @KeepingBooksCC I love that you don’t do taxes. Do you find that hard to explain to people? I know I do. #QBOchat
  190. @AustinNexus but allowed since your first answer talks about our Awesome CEO @IntuitBrad #QBOChat
  191. @BrightBooks I think you have to take it outside of the conference – are u in the training class? #QBOChat
  192. @KeepingBooksCC @BrightBooks Later, but the training is available at #QBConnect – tons of busy bees working on everything now! #QBOchat
  193. #QBOChat Anyway to remove your own company from QBOA? Or add users to QBOA with certain access rights?
  194. @KeepingBooksCC haha! I think real Twitter trunks the link – it just shows up here… 🙂 #ImTalented #QBOChat
  195. RT @BalanceSheetsCA: @KeepingBooksCC I love that you don’t do taxes. Do you find that hard to explain to people? I know I do. #QBOchat
  196. RT @BalanceSheetsCA: @KeepingBooksCC I love that you don’t do taxes. Do you find that hard to explain to people? I know I do. #QBOchat
  197. RT @BalanceSheetsCA: @KeepingBooksCC I love that you don’t do taxes. Do you find that hard to explain to people? I know I do. #QBOchat
  198. Not at all, it is clear from the beginning RT @BalanceSheetsCA I love that you don’t do taxes. Do you find that hard to explain? #QBOchat
  199. A3: Click the clock on the main screen or on any transaction screen to check out your recent history. #QBOchat