10/10/13 QBO for Accountants

QuickBooks Online Tweet Chat – QBO for Accountants

QuickBooks Online Tweet Chat – QBO for Accountants

10/10/13 #QBOchat Transcript

  1. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and position.
  2. Tonight we are going to be discussing QuickBooks Accountants Version #QBOChat
  3. Hello everyone! I am a southern bean counter from Memphis, TN area. #qbochat
  4. I am Brent, owner of Keeping Books & COmputing Consulting LLC in Utah #qbochat
  5. Hey everyone, glad to be back this week! Jessi here from NJ, owner of taxgrl LLC #qbochat
  6. Welcome Jessi! RT @taxgrl Hey everyone, glad to be back this week! Jessi here from NJ, owner of taxgrl LLC #qbochat
  7. Hi Jody! RT @accountingpeace Hello everyone! I am a southern bean counter from Memphis, TN area. #qbochat
  8. @KeepingBooksCC What keeps you coming back Brent? Our shining personalities? πŸ™‚ πŸ™‚ #qbochat
  9. Good evening! @JessieSpeck tweeting for @tsheets – Located in Boise, Idaho. We β™₯β™₯β™₯ Accountants ! #QBOchat
  10. @davidleary Can you explain a little bit to the group about your Friday AM hangouts for developers? #qbochat
  11. @KeepingBooksCC Actually, as you know I don’t like beer, so it isn’t that #qbochat
  12. Hi Jessie! RT @tsheets Good evening! @JessieSpeck tweeting for @tsheets – Located in Boise, Idaho. We β™₯β™₯β™₯ Accountants ! #QBOchat
  13. RT @CathyIconis @davidleary Can you explain a little bit to the group about your Friday AM hangouts for developers? #qbochat
  14. Remember, you can join #QBOchat on #twubs using your twitter account to get a live feed of this chat. twubs.com/qbochat
  15. Awesome! You and I will get to know each other well! RT @KeepingBooksCC Hey Jesse, I just became a @tsheets Pro this week #qbochat #QBOchat
  16. Love it! Proudly sporting my @tsheets shirt for #qbochat this week! RT @tsheets Hi @taxgrl ! #JessPower !
  17. You look AMAZING! RT @taxgrl Love it! Proudly sporting my @tsheets shirt for #qbochat this week! #JessPower ! #QBOchat
  18. Congrats! We knew you could do it! πŸ™‚ RT @CathyIconis I just passed my @MethodCRM certification this AM. #qbochat
  19. Awesome! RT @tsheets You look AMAZING! RT @taxgrl Love it! Proudly sporting my @tsheets shirt for #qbochat this week! #JessPower ! #QBOchat
  20. Congrats! Now we know who to direct ?’s to! RT @CathyIconis I just passed my @MethodCRM certification this AM. #qbochat #QBOchat
  21. A1: My favorite feature of #QBOA is the view to show the last reconciled date of accounts. #qbochat
  22. A1: whenever I use QBOA I feel a bit like an accounting superhero #qbochat
  23. You can batch reclassify transactions in @QBOnline‘s accountant module. #QBOchat
  24. A1: I love that I can easily view last reconciled date for all accts and number of downloaded trans to review in each acct #qbochat
  25. Aka: superhero powers —> RT @IconisGroup You can batch reclassify transactions in @QBOnline‘s accountant module. #QBOchat
  26. @tsheets Sure! It could be a reverse baby things where we watch me go down the sizes! #postpartum #qbochat
  27. A1: @taxgrl I also love the number of downloaded transactions. #qbochat
  28. RT @taxgrl A1:I love that I can easily view last reconciled date for all accts and number of downloaded trans to review in eachacct #qbochat
  29. A1: How about that the downloaded transactions also shows you the last download time?! #qbochat
  30. RT @CathyIconis A1: How about that the downloaded transactions also shows you the last download time?! #qbochat
  31. Yes! A huge help for sure RT @CathyIconis A1: How about that the downloaded transactions also shows you the last download time?! #qbochat
  32. QuickBooks Online shows you changes made after reconciliations have been completed. #QBOchat
  33. RT @IconisGroup QuickBooks Online shows you changes made after reconciliations have been completed. #QBOchat
  34. You can assign tax line mappings & prepare tax adjustments in @QBOnline‘s accountant module. #QBOchat
  35. Happy evening #qbochat peeps! I’m joining you from Alexandria VA. I’ve used @QBOnline with clients since 2005
  36. Welcome! Even if just for a minute! πŸ™‚ RT @fundinggates Jumping in for a minute to #qbochat
  37. RT @IconisGroup You can assign tax line mappings & prepare tax adjustments in @QBOnline‘s accountant module. #QBOchat
  38. I chatted with @fundinggates this week! Super nice and they give discounts to @ProAdvisor clients πŸ˜‰ #qbochat
  39. Welcome!! RT @thinkx2 Happy evening #qbochat peeps! I’m joining you from Alexandria VA. I’ve used @QBOnline with clients since 2005
  40. RT @CathyIconis I chatted with @fundinggates this week! Super nice and they give discounts to @ProAdvisor clients πŸ˜‰ #qbochat
  41. 2005?? RT @thinkx2 Happy evening #qbochat peeps! I’m joining you from Alexandria VA. I’ve used @QBOnline with clients since 2005
  42. sorry, I’m late… what is tonight’s #QBOchat topic?
  43. The Voided/Deleted transaction activity log is a great tool when investigating changes in @QBOnline. #QBOchat
  44. @thinkx2 @QBOnline I know! Harmony is just so…pretty πŸ™‚ (amongst other, more important things) #qbochat
  45. A2: Yeah, month end, more efficient to do all the wonderful magic in one session #qbochat
  46. Love this feature! “@IconisGroup: You can batch reclassify transactions in @QBOnline‘s accountant module. #QBOchat
  47. Agreed! RT @fundinggates @thinkx2 @QBOnline I know! Harmony is just so…pretty πŸ™‚ (amongst other, more important things) #qbochat #QBOchat
  48. RT @KeepingBooksCC A2: Yeah, month end, more efficient to do all the wonderful magic in one session #qbochat
  49. You can’t do the voided/deleted transactions as a regular user, can you? #qbochat
  50. RT @fundinggates @thinkx2 @QBOnline I know! Harmony is just so…pretty πŸ™‚ (amongst other, more important things) #qbochat
  51. A2: I use #QBOA features at least weekly, even if just to easily log into multiple clients from one screen #qbochat
  52. RT @taxgrl A2: I use #QBOA features at least weekly, even if just to easily log into multiple clients from one screen #qbochat
  53. You can set your review period in #QBOA and it remembers it when you are viewing reports. #QBOchat
  54. Great a topic I have nothing to offer thoughts on. Probably better for eveyrone that way. πŸ™‚ RT @CathyIconis @davidleary #QBOA #qbochat
  55. Love this! RT @IconisGroup You can set your review period in #QBOA and it remembers it when you are viewing reports. #QBOchat
  56. Yes you can, with Chrome, but it’s risky! RT @CathyIconis @taxgrl Can you sign into more than one at a time? #qbochat
  57. That’s what I was thinking. I’d totally screw stuff up. @KeepingBooksCC Yes you can, with Chrome, but it’s risky! #qbochat
  58. @CathyIconis Are you coming to the @MethodCRM retreat this month in Atlanta? Would be great to see you there! #RealLifeChat #QBOchat
  59. @CathyIconis I dont think at the same time but easier than signing all the way out & back in to switch clients like in the old days #qbochat
  60. @davidleary I still want to hear about the thing you do on Friday AMs #qbochat
  61. Same here!
    RT @CathyIconis @davidleary I still want to hear about the thing you do on Friday AMs #qbochat
  62. @thinkx2 I’m not sure if I’m going (a lot of training/retreats this year), but we can definitely meet up! #qbochat
  63. OK at the end after Q5 and A5 RT @CathyIconis @davidleary I still want to hear about the thing you do on Friday AMs #qbochat
  64. In @QBOnline, you can now have 2 accountant users per company subscription. #QBOchat
  65. RT @IconisGroup In @QBOnline, you can now have 2 accountant users per company subscription. #QBOchat
  66. You can use the write off invoices link to help your clients quickly clean up their A/R. #QBOchat
  67. So, I am really in love with the reconciliation page where it shows you the changes made after recs have been done. Anyone else? #qbochat
  68. @IconisGroup good feature! But hopefully your clients can get better at managing their A/R and not need it! #imbiased #qbochat
  69. Q3: Here are the new screenshots of #QBOA in Harmony. What do you like/dislike?  iconisgroup.com/new-quickbooks β€¦β€¦ #QBOchat
  70. RT @fundinggates @IconisGroup good feature! But hopefully your clients can get better at managing their A/R & not need it #imbiased #qbochat
  71. @CathyIconis How to you assign an AP account on a bill transaction in QBO #QBOChat
  72. Too simple! RT @IconisGroup Q3: Here are the new screenshots of #QBOA in Harmony. What do you like/dislike?  iconisgroup.com/new-quickbooks β€¦β€¦ #QBOchat
  73. A3: I am amazed how much it looks like Xero now, haha #qbochat
  74. RT @KeepingBooksCC A3: I am amazed how much it looks like Xero now, haha #qbochat
  75. @IconisGroup Love the easier-to-navigate menus…no more moving over the wrong menu item and the menu u want changes #qbochat
  76. RT @taxgrl @IconisGroup Love the easier-to-navigate menus…no more moving over the wrong menu item and the menu u want changes #qbochat
  77. RT @taxgrl @IconisGroup Love the easier-to-navigate menus…no more moving over the wrong menu item and the menu u want changes #qbochat
  78. @KeepingBooksCC I haven’t played with @Xero too much but would love your thoughts next week when we chat about Harmony. #qbochat
  79. True!! RT @taxgrl Love the easier-to-navigate menus…no more moving over the wrong menu item and the menu u want changes #qbochat
  80. @CathyIconis Cool, gives me an excuse to look at it more closely, though next week is going to be busy #qbochat
  81. RT @KeepingBooksCC @CathyIconis Cool, gives me an excuse to look at it more closely, though next week is going to be busy #qbochat
  82. A3 I’m so excited about all transactions starting from the + sign
    #qbochat
  83. @CathyIconis Yeah, the non-profit I just picked up has put off the annual reports until the last #qbochat
  84. RT @rabshaka21 A3 I’m so excited about all transactions starting from the + sign
    #qbochat
  85. Lβ™₯ve this as well! RT @rabshaka21 A3 I’m so excited about all transactions starting from the + sign
    #qbochat #QBOchat
  86. @CathyIconis #QBOchat I love that I can now get past reconciliation reports from @QBOnline and the changes feature makes me look psychic!
  87. Rebecca stole my thunder here —-> RT @rabshaka21 A3 I’m so excited about all transactions starting from the + sign
    #qbochat
  88. Can’t, not a CPA. But they use AccountEdge and bookkeeper has a brain tumor, so jumping in to help get the reports to auditor #qbochat
  89. Huge help for me RT β€œ@CathyIconis: RT @IconisGroup In @QBOnline, you can now have 2 accountant users per company subscription. #QBOchat”
  90. MT @thinkx2 @CathyIconis #QBOchat I can now get past reconciliation reports from @QBOnline and the changes feature makes me look psychic!
  91. I *love* when my mug shows up on the Apps page bc of my @transactionpro article πŸ™‚ #qbochat
  92. That would be awesome! Mine feels too full today. RT @tsheets @rabshaka21 My brain needs a + menu! Brilliant! #QBOchat
  93. @KeepingBooksCC Well, that is good that you can step in. I don’t do any attest work. #qbochat
  94. We do too! RT @CathyIconis I *love* when my mug shows up on the Apps page bc of my @transactionpro article πŸ™‚ #qbochat #QBOchat
  95. It made me laugh out loud πŸ™‚ RT @rabshaka21 I LOVE the psychic comment! @thinkx2 @CathyIconis #QBOchat
  96. RT @CathyIconis I *love* when my mug shows up on the Apps page bc of my @transactionpro article πŸ™‚ #qbochat
  97. Q4: What do you think about the integration between @QBOnline & Intuit Tax Online? #QBOchat
  98. @thinkx2 – Do you do tax work? Have you played with Intuit Tax Online? #qbochat
  99. I need a vacation. I was logged into two different client’s computers at the same time today. #qbochat
  100. Big reason to switch to QBO MT β€œ@IconisGroup: Q4: What do you think about the integration between @QBOnline & Intuit Tax Online? #QBOchat”
  101. @CathyIconis I feel pressure too, esp. after Shelly Robbins asked if she could link mine on choosing accounting system for Macs #qbochat
  102. A4: I think the integration between @QBOnline and Intuit Tax Online is awesome. I’m just curious what tax preparers think of ITO. #qbochat
  103. A4: Excited to give it a try this tax season, haven’t really used it yet #qbochat
  104. RT @taxgrl A4: Excited to give it a try this tax season, haven’t really used it yet #qbochat
  105. Saw the demo but I don’t do taxes β€œ@CathyIconis: @thinkx2 – Do you do tax work? Have you played with Intuit Tax Online? #qbochat”
  106. @CathyIconis I love ITO, just switched last season. I mostly love their pricing model, easier for smaller practices to afford #qbochat
  107. Clients needed to test drive! RT @IconisGroupWhat do you think about the integration between @QBOnline & Intuit Tax Online? #QBOchat
  108. @CathyIconis Also, the ITO mobile app has helped in many situations already #qbochat
  109. MT @taxgrl @CathyIconis I love ITO, just switched last season. I mostly love their pricing model, easier for smaller practices#qbochat
  110. RT @taxgrl I love ITO, just switched last season. I mostly love their pricing model, easier for smaller practices#qbochat
  111. No pressure CS!…. RT @CathyIconis @brightbooks You going to join us for that last few of #qbochat? #QBOchat
  112. Got the money out part down. Need money in. ;-)RT @CathyIconis @accountingpeace Don’t you love being a business onwer?! #qbochat
  113. I guess I’ll just have to work harder then…. πŸ™‚ RT @CathyIconis @IconisGroup Yes!! #qbochat
  114. This is probably a juicy question! RT @IconisGroup Q5: What do you think #Intuit can do to improve #QBOA? #QBOchat
  115. RT β€œIt made me laugh out loud πŸ™‚ RT @rabshaka21 I LOVE the psychic comment! @thinkx2 @CathyIconis #QBOchat”
  116. @KeepingBooksCC What part of Client Data Review is the most important? (or parts) #qbochat
  117. Make sure to use the Feedback button on any screen in @QBOnline. #QBOchat
  118. Oh wow! I would love this! RT @accountingpeace A5: Option to add customized footers on reports. #qbochat
  119. You really need those footers changed! RT @accountingpeace A5: Option to add customized footers on reports. #qbochat
  120. Please please @QBOnline get better reporting! β€œ@IconisGroup: Q5: What do you think #Intuit can do to improve #QBOA? #QBOchat”
  121. @accountingpeace It’s the whole shebang, organized in one place, complete review of client, and report created at the end #qbochat
  122. @thinkx2 I like the reporting. What do you think is lacking? Don’t know what I don’t know, you know? #qbochat
  123. RT @CathyIconis @thinkx2 I like the reporting. What do you think is lacking? Don’t know what I don’t know, you know? #qbochat
  124. A5: Fix problems with multiple logins…tech support made me set up a second account and it messed everything up #qbochat
  125. @KeepingBooksCC What do you do with the report when you are done with it? #qbochat
  126. @IconisGroup @QBOnline I never used intuit tax before. I signed up the trial and I love it! Where has it been all my life?? #QBOChat
  127. Are you using the communication section of #QBO to chat with your client about transactions? #QBOChat
  128. MT @SherrellTMartin @IconisGroup @QBOnline I signed up the trial and I love it! Where has it been all my life?? #QBOChat
  129. @CathyIconis Yeah, I now have 2 separate #qboa accts…there was some problem and that was the only way they could fix it πŸ™ #qbochat
  130. @taxgrl Yes I agree I have so many Intuit logins and a couple of times have had some issues #qbochat
  131. @taxgrl You need to get Victoria to fix that or someone over there. #qbochat
  132. @SherrellTMartin ITO is getting even better this year, I can’t wait! #qbochat
  133. RT @SherrellTMartin @QBOnline I never used intuit tax before. I signed up the trial and I love it! Where has it been all my life?? #QBOChat
  134. RT @TransactionPro @taxgrl Yes I agree I have so many Intuit logins and a couple of times have had some issues #qbochat
  135. @taxgrl That happened to me too, but it was just after QBOA started, and eventually Intuit combined them #qbochat
  136. We’re out for the evening! Have a wonderful night! See you all next week #qbochat
  137. RT @KeepingBooksCC @taxgrl That happened to me too, but it was just after QBOA started, and eventually Intuit combined them #qbochat
  138. Anyone else still have an actual username for a sign in instead of an email address? #qbochat
  139. Glad you came out. Have a wonderful night!RT @fundinggates We’re out for the evening! Have a wonderful night! See you all next week #qbochat
  140. @CathyIconis I was hoping I could talk to someone important over there and get it squared away, it’s so annoying #qbochat
  141. I do RT @CathyIconis Anyone else still have an actual username for a sign in instead of an email address? #qbochat
  142. And Intuit recently combined all my accounts into a unified login #qbochat
  143. @taxgrl email me and I’ll forward you to Victoria – she’s at all the councils #qbochat
  144. That sounds awesome!!! RT @KeepingBooksCC It works for QBOA, IPN, Merchant Services, QBPA #qbochat
  145. Yay!!!! Harmony time!!! RT @IconisGroup Next week we’ll be chatting about the NEW @QBOnline. #QBOchat
  146. Can’t wait! RT @CathyIconis Yay!!!! Harmony time!!! RT @IconisGroup Next week we’ll be chatting about the NEW @QBOnline. #QBOchat
  147. @IconisGroup Yes, I had one client ask me to use QBO communications to let them know about any notes on the financial statements #qbochat
  148. @thinkx2 I still want the client collaborator features on @QBOnline – at the transactional level!! #qbochat
  149. That’s it for our weekly #QBOchat! Thanks everyone for joining us!
  150. Can’t wait! RT @CathyIconis Yay!!!! Harmony time!!! RT @IconisGroup Next week we’ll be chatting about the NEW @QBOnline. #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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