11/14/13 QBO Conversions

QuickBooks Online Tweet Chat – QBO Conversions

QuickBooks Online Tweet Chat – QBO Conversions

11/14/2013 #QBOChat Transcript

  1. It's gonna be fun today! I'm at the dr with a sick baby! #qbochat http://t.co/BBUg8H1wjT

    It’s gonna be fun today! I’m at the dr with a sick baby! #qbochat pic.twitter.com/BBUg8H1wjT
  2. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and position.
  3. I’m Rebecca, rising CPA, Atlanta, QBO for almost a year now #qbochat
  4. Today @JohnRSharp with the #QBO team will be joining us to talk about Converting from Desktop to QuickBooks Online. #QBOchat #qbochat
  5. Cathy Iconis here ready to chat about QuickBooks Online. #qbochat
  6. #QBOchat David Leary – Developer Evangelist – Intuit Partner Platform
  7. on a plane flying back from Intuit, gonna see how good I can do #qbochat from here
  8. Brent, Utah, owner of Keeping Books & Computing Consulting LLC #qbochat
  9. Welcom Cathy! We hope your little one heals quickly! πŸ™‚ RT @CathyIconis Cathy Iconis here ready to chat about QuickBooks Online. #qbochat
  10. Welcome John! RT @johnrshap .@IconisGroup Looking forward to a great conversation today! #qbochat
  11. That’s great! Thanks for joining us! RT @taxgrl on a plane flying back from Intuit, gonna see how good I can do #qbochat from here
  12. It’s good to see you Brent!
    RT @KeepingBooksCC Brent, Utah, owner of Keeping Books & Computing Consulting LLC #qbochat
  13. What’s the link to the running chat screen, please? #qbochat
  14. So much dedication! RT @taxgrl on a plane flying back from Intuit, gonna see how good I can do #qbochat from here
  15. Remember, you can join #QBOchat on #twubs using your twitter account to get a live feed of this chat.  http://twubs.com/qbochat 
  16. @jazfun we are all behind and doing #Solutions13 catch up :-). #QBOchat is a twitter chat happening now
  17. The first question is right around the corner, when answering start with A1, A2, etc. #QBOchat
  18. Thx for the link – couldn’t remember from last week, & I’m still to Twitter #qbochat
  19. It takes a minute to catch up RT @Accounting6irl Thx for the link – couldn’t remember from last week, & I’m still to Twitter #qbochat
  20. Join the #qbochat happening now!! Just include the hashtag #qbochat in your tweet to join the conversation.
  21. RT @IconisGroup Remember, you can join #QBOchat on #twubs using your twitter account to get a live feed of this chat.  http://twubs.com/qbochat 
  22. I just brewed my 3rd cup πŸ™‚ What can I say, it’s been a long week RT @Accounting6irl Think I need more coffee… #qbochat
  23. What is the biggest motivation for people to move to QuickBooks Online from the desktop version? #QBOchat
  24. I think I’ve had 5. About to switch out to decaf so I can actually sleep tonight #qbochat
  25. In a good way? Are you able to do clean up? RT @KeepingBooksCC It’s been a slow week for me so far #qbochat
  26. A1: access from multiple locations and at any time! #qbochat
  27. A1. For our users, it seems to be the ease of not needing to host your QB, and accessing it from anywhere #qbochat
  28. A1: anywhere, anytime access and not having to coordinate user access to the data #qbochat
  29. @IconisGroup Ease of collaboration, transparency, collaboration. Proactivity. #qbochat
  30. RT @fundinggates A1. For our users, it seems to be the ease of not needing to host your QB, and accessing it from anywhere #qbochat
  31. RT @CrunchSum A1: anywhere, anytime access and not having to coordinate user access to the data #qbochat
  32. RT @Accounting6irl @IconisGroup Ease of collaboration, transparency, collaboration. Proactivity. #qbochat
  33. RT @CathyIconis A1: access from multiple locations and at any time! #qbochat
  34. I can work with any company in the country from my office. In my pjs. #qbochat
  35. A1: online access for simultaneous multiple users, more app integrations, ease of cross-platform compatibility #qbochat
  36. RT @Accounting6irl I can work with any company in the country from my office. In my pjs. #qbochat
  37. @QBOnline allows you to share access to your data anytime, anywhere with your team & accountant #QBOchat
  38. Your data is automatically backed up in the cloud with @QBOnline #QBOchat
  39. A1 I have seen businesses that didn’t think they would need that, and then once they had it they didn’t know how they lived without #qbochat
  40. A1 meaning the 24/7, anywhere access, now they can do their accounting well waiting in the doctor’s office, or riding on the train #qbochat
  41. MT @KeepingBooksCC Businesses that didn’t think they would need that, and once they had it they didn’t know how they lived without #qbochat
  42. When using QuickBooks Online your data is automatically backed up in the cloud with @QBOnline #qbochat
  43. So are there any other big selling features of @QBOnline to get people to convert? #qbochat
  44. Love it! RT @Accounting6irl I can work with any company in the country from my office. In my pjs. #qbochat
  45. But so far any of this could apply to any online accounting offering #qbochat
  46. I’m in my green QBO shirt today πŸ™‚ Got lots of compliments at mtgs this morning! @QBOnline #qbochat
  47. This is one of the great things about #QuickBooks Online: RT @KeepingBooksCC no more worrying about upgrades and updates #qbochat
  48. RT @KeepingBooksCC with QuickBooks Online there is no more worrying about upgrades and updates #qbochat
  49. For me, it’s really about being proactive with my clients & providing oversight #qbochat
  50. I like how we are changing the model and doing the books instead of after the fact work #qbochat
  51. @CathyIconis YES! This is why we’re able to charge more than $10/hr as “data entry clerks” We become ADVISORS!!! #qbochat
  52. RT @Accounting6irl @CathyIconis YES! This is why we’re able to charge more than $10/hr as “data entry clerks” We become ADVISORS!!! #qbochat
  53. Are there any questions or challenges moving from desktop to QBO we can help with? #qbochat
  54. Q2: How have your experiences been with the conversion process from Desktop to @QBOnline? #QBOchat
  55. @CathyIconis I think it’s harder to prove up front, but after a month, they stop asking questions and just KNOW that we’re right! #qbochat
  56. What is everyone’s experience with converting from desktop? #qbochat
  57. Most clients find converting from QB for Mac desktop to QBO the most challenging due to the fact that the task requires VM software #qbochat
  58. she meant that she can charge more RT @CathyIconis @Accounting6irl I swear in the end it is cheaper, just hard to prove. #qbochat
  59. #qbochat My desktop conversion to QBO was seamless and super simple. Only downfall was having to use IE
  60. .@CrunchSum Not anymore! We just released conversion for QB Mac 2014. Exciting, right? #qbochat
  61. @johnrshap That is exciting! Make things easier from QBM 2014. Still have to convert from earlier versions? #qbochat
  62. Q3: What are some best practices you’ve learned when converting from QB Desktop to @QBOnline? #QBOchat
  63. .@johnrshap any online resources detailing this QB for Mac 2014 change? #qbochat
  64. @johnrshap I understand to use QBO other Browsers are supported, but also conversions? #qbochat
  65. Of the people who tried to import, they have succeeded 95% of the time. #QBOChat
  66. @CrunchSum requires VM software only if done themselves, but with the help of advisor who supports Mac & Windows it isn’t needed #qbochat
  67. @CrunchSum that’s how I was able to do it, but tech support insisted it wouldn’t work…I tried it anyway πŸ˜‰ #qbochat
  68. Quicken has to be the same year as the desktop version to convert #qbochat
  69. @KeepingBooksCC, right, but this is one of our most frequently requested service inquiries and we definitely need VM software. #qbochat
  70. We sometimes see file corruption from recently converted users, but it’s a quickfix #qbochat
  71. .@Sr_Momma yeah, conversions supported in all those browsers (for QBDT 2008 and above) #qbochat
  72. @johnrshap I just go QBM to QB-PC then up. Love Mac, not a fan of QBM #qbochat
  73. Do you have a question about QuickBooks Online that you want answered? Ask the experts using #QBOchat!
  74. To make sure that QBO is correct, it’s worth it to run both systems simultaneously for a few months #QBOChat
  75. A3: Before you even begin the conversion process, make sure the clients asset = liabilities +o/e. #qbochat
  76. @taxgrl Sorry to hear that–we added support for QBM 2014 import directly recently #qbochat
  77. This made me laugh… you fit right in around here! RT @Sr_Momma @johnrshap Freakin Fabulous!!! #qbochat
  78. A3: If balance sheet isn’t balanced, this is an indication data file might be corrupt. #qbochat
  79. HA! Staff meeting today. Hate to be late! RT @KeepingBooksCC ’bout time @tsheets #qbochat
  80. @johnrshap that is awesome! good to know for clients I’d like to move to QBO asap #qbochat
  81. @IconisGroup I ran QBDT and QBO simultaneously for a Contractor Client. Ended up going back to QBDT for him #qbochat
  82. @tsheets I heard about the the party you created in Vegas πŸ™‚ #qbochat
  83. A3: Confirm converted data is correct by comparing P&L and Balance Sheets in QBO to the imported desktop file reports. #qbochat
  84. It was EPIC! Already planning for SNH! RT @KeepingBooksCC @tsheets I heard about the the party you created in Vegas πŸ™‚ #qbochat
  85. RT @tsheets It was EPIC! Already planning for SNH! RT @KeepingBooksCC @tsheets I heard about the the party you created in Vegas πŸ™‚ #qbochat
  86. That was fun, thanks for having us! RT @KeepingBooksCC @tsheets I heard about the the party you created in Vegas πŸ™‚ #qbochat
  87. MT @CrunchSum A3: Confirm converted data is correct by comparing P&L/Balance Sheets in QBO to the imported desktop file reports. #qbochat
  88. Q4: What issues are you concerned about when converting a file from QB Desktop to @QBOnline? #QBOchat
  89. HA! They are NOT your typical staff meetings. RT @rabshaka21 @Accounting6irl @tsheets Staff meeting?! likely story πŸ˜‰ πŸ™‚ #qbochat
  90. Awwww! You are SO welcome! RT @johnrshap That was fun, thanks for having us! #qbochat
  91. RT @tsheets HA! They are NOT your typical staff meetings RT @rabshaka21 @Accounting6irl @tsheets Staff meeting?! likely story πŸ˜‰ πŸ™‚ #qbochat
  92. A4: Overall, data not converting correctly, missing transactions, etc. Never experienced this though. #qbochat
  93. A4 finding and defining a new workflow for the client that works at least as well or better than they were doing previously #qbochat
  94. You are a ninja RT @CrunchSum A4: Overall, data not converting correctly, missing transactions, etc. Never experienced this though. #qbochat
  95. MT @KeepingBooksCC A4 finding and defining a new workflow for the client that works at least as well or better than they were doing #qbochat
  96. I was thinking in terms of the file itself, but processes are definitely reviewed! #qbochat
  97. We have a red shirt ready to be sent to @davidleary since he left Vegas w/o one! #WHASSSAS #qbochat
  98. A3: Making sure that when syncing bank accounts to QBO, the client doesn’t accept transactions that have already been entered. #qbochat
  99. WOOT! RT @tsheets We have a red shirt ready to be sent to @davidleary since he left Vegas w/o one! #WHASSSAS #qbochat
  100. RT @Accounting6irl I was thinking in terms of the file itself, but processes are definitely reviewed! #qbochat
  101. @tsheets I didn’t get one either. I have a black on from SNH, but would love the red (hint hint) #qbochat
  102. Sorry, somene came to the door, then fighting other fires. #LosingMyMind RT @rabshaka21 @davidleary you’ve been v quiet sir. #qbochat
  103. Sorry I’m not paying attention. Slight pneumonia and double ear infections for the 10 mo old! #qbochat
  104. DONE! I’ll find you later for deets! RT @Accounting6irl @tsheets I didn’t get one either. (hint hint) #qbochat
  105. A4: As long as you maintain a backup of the desktop file to refer to, I don’t think there’s much to fear about converting to QBO. #qbochat
  106. Poor babe πŸ™ RT @CathyIconis Sorry I’m not paying attention. Slight pneumonia and double ear infections for the 10 mo old! #qbochat
  107. time for technology power-down on flight, will catch up w/ you all next week! #qbochat
  108. A4: Worst case scenario, you maintain using QB for Desktop. #qbochat
  109. @taxgrl I think TaxGirl & AccountingGirl should find a way to team up! Accounting superhero squad! #qbochat
  110. You don’t have still do that! RT @taxgrl time for technology power-down on flight, will catch up w/ you all next week! #qbochat
  111. @CathyIconis I am very impressed that you were able to spell pneumonia correctly. I wouldn’t have been able to #qbochat
  112. .@davidleary Unfortunately most airlines haven’t implemented the FDA rule change yet… #qbochat
  113. Q5: What do you think #Intuit could be doing better to help people convert to @QBOnline? #QBOchat
  114. Q5: What do you think #Intuit could be doing better to help people convert to @QBOnline? #QBOchat
  115. Q5: What do you think #Intuit could be doing better to help people convert to @QBOnline? #QBOchat
  116. @davidleary I know, the rules changed, but they’re still making us do it! #feelingfrustrated #qbochat
  117. Q5: Special help line specifically for conversion issues? #qbochat
  118. @johnrshap You should know by now that #QBOchat ‘ers don’t follow rules.
  119. @taxgrl Thanks for participating in our #Qbochat. You rock! Have a safe flight.
  120. Why @tsheets fits in here! RT @davidleary @johnrshap You should know by now that #QBOchat ‘ers don’t follow rules.
  121. Q5: I think the current 50% off helps a lot! But definitely being able to offer our clients more finx incentives! #qbochat
  122. RT @QuickBooks @taxgrl Thanks for participating in our #Qbochat. You rock! Have a safe flight.
  123. @johnrshap I had to call about a Quicken conversion to QBO – how I found out that the desktop years have to match. #qbochat
  124. Thanks for joining! RT @taxgrl @davidleary I know, the rules changed, but they’re still making us do it! #feelingfrustrated #qbochat
  125. A5: Do you still have to choose an inaccurate year when you literally select to import the data file #qbochat
  126. Q5: Do the math for QuickBooks desktop clients since you do not have to maintain computer systems QBO can be a cheaper alternative #QBOChat
  127. This was meant to be a question: A5: Do you still have to choose an inaccurate year when you select to import the data file? #qbochat
  128. mT @TransactionPro Do the math for QuickBooks desktop clients since you do not have to maintain computer systems QBO can be cheaper #QBOChat
  129. .Accounting6irl CrunchSum too! @TransactionPro I’ve definitely used that as a selling point. #qbochat #qbochat
  130. A5: Integrate Multi-batch Timesheets, Inventory features, enhanced data entry, mileage tracking #qbochat
  131. RT @TransactionPro Do the math for QuickBooks desktop clients since you do not have to maintain computer systems QBO can be cheaper #QBOChat
  132. #qbochat A5: More videos on QBO teaching on how to’s.
  133. What types of items do you think need to be covered? RT @jazfun #qbochat A5: More videos on QBO teaching on how to’s.
  134. A5: A cost comparison between QBO plans and desktop products would be very useful. #qbochat
  135. @rabshaka21 @TransactionPro Showing the difference btwn the two systems? I’ve got a quasi cheat sheet made up #qbochat
  136. #qbochat A5: What is the cloud?, How to get around?, Where are my reports same as desktop.. apples to apples
  137. maybe put in the # of companies? RT @CrunchSum A5: A cost comparison between QBO plans and desktop products would be very useful. #qbochat
  138. We do too! RT @Accounting6irl @rabshaka21 @TransactionPro Showing differences btwn the 2 systems? I’ve got a cheat sheet made up #qbochat
  139. I want one? πŸ™‚ πŸ™‚ Pretty please? RT @Accounting6irl @CrunchSum I can send you mine #qbochat
  140. #qbochat LOL.. No you wouldn’t @Accounting6irl~ you are too valuable. But to help them past the fear of the unknown ppl don’t like change
  141. We currently have more than 5000 conversions monthly and that rate is increasing. #QBOChat
  142. #qbochat @Accounting6irl because you teach value, skills, and you provide service they don’t want to do it they need to run their business
  143. I think it depends on the topic RT @Accounting6irl Why should they call (& pay) us when they can just go online and look it up? #qbochat
  144. That’s it for our weekly #QBOchat! Thanks everyone for joining us!
  145. Next week we’ll be discussing the Intuit Partner Platform with our #QBOchat friend, @davidleary

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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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