11/7/13 Tips & Tricks

QuickBooks Online Tweet Chat – QBOChat 11/7/2013 Tips & Tricks

QuickBooks Online Tweet Chat – QBOChat 11/7/2013 Tips & Tricks

11/7/13 #QBOChat Transcript

  1. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and yrs using @QBOnline.
  2. @tsheets That’s a bummer! They have wifi on planes you know 🙂 #qbochat
  3. We are also switching up the format, we won’t have our typical 5 questions. #QBOChat
  4. Welcome! So do we! 🙂 RT @fundinggates Good afternoon #qbochat! I love the new time!
  5. @accountingpeace Yep, was just reviewing transactions that have been entered this week & approving bills. #qbochat
  6. #QBOchat I’m Marnie, living in Alberta. Just got back from my first #solutions13. Been using QBO for a few months. No conversion tool in CA!
  7. It’s Director of Community Relations, Meredith Wood, tweeting behind @FundingGates today! #qbochat
  8. We will be sharing tips that have helped us, and answering questions #QBOChat
  9. It’s nice to be on #qbochat and there is still daylight outside!
  10. Karen Magno of @TransactionPro here, been supporting clients on QuickBooks Online for 7 years #qbochat
  11. @rabshaka21 We’re not going to be able to make the whole thing- but we’re ALWAYS happy to answer any questions! Have fun at #QBOchat 🙂
  12. I think I might be all questions today. Are you guys ready for that? #qbochat
  13. Welcome! RT @MarnieStretch #QBOchat I’m Marnie, living in Alberta. Just got back from my first #solutions13. Been using QBO for a few months
  14. Geez … sitting at my computer at home … and still arrived late for #QBOchat #ThereIsNoEarlyInLeary
  15. Just as a reminder, we tend to have more accountants on the #QBOChat, but it really is open to anyone.
  16. If you are a #QBOnline user and you have a question, we are in your arsenal of resources #QBOChat
  17. If you are a #QBOnline user and you have a question, we are in your arsenal of resources #QBOChat
  18. Welcome! RT @davidleary Geez … sitting at my computer at home … and still arrived late for #QBOchat #ThereIsNoEarlyInLeary
  19. Hey!! RT @TransactionPro Karen Magno of @TransactionPro here, been supporting clients on QuickBooks Online for 7 years #qbochat
  20. RT @IconisGroup If you are a #QBOnline user and you have a question, we are in your arsenal of resources #QBOChat
  21. @davidleary – How long have you been around #QBOnline? You used to be in support, right? #qbochat
  22. RT @IntuitAccts RT @IconisGroup If you are a #QBOnline user and you have a question, we are in your arsenal of resources #QBOChat
  23. I’m Rebecca, an ALMOST CPA in Atlanta, I’ve been using QBO for a year #qbochat
  24. Anyone deal with job profitability? Looking for any workarounds to turn time into $$ #qbochat
  25. Remember, you can join #QBOchat on #twubs using your twitter account to get a live feed of this chat. t.co/YlwyGA9Dsk
  26. That, or any ways to put in time budgets on jobs. That is a big hurdle for me. #qbochat
  27. Hopefully we will have many different conversations that are going on at the same time RE: Different topics. #QBOChat
  28. @CathyIconis I’m an old QB desktop support guy (like QB Dos v2 through QB 2001 ish) I would argue my QBOnline skill possibly lack #QBOchat
  29. I was wondering about that too… I’m picturing a big tiger! 🙂 RT @CathyIconis @marniestretch – you own a bengal? #qbochat
  30. RT @IconisGroup Remember, you can join #QBOchat on #twubs using your twitter account to get a live feed of this chat. t.co/kRWk2slPIg
  31. @davidleary Since you are on the developer side – what are some of your favorite apps for @QBOnline? #qbochat
  32. #qbotip – I use budgets for my clients’ jobs and memorize those reports #qbochat
  33. I need to work on my QuickBooks Online certification – did I hear that you can take it on the iPad? #qbochat
  34. What’s for lunch? 🙂 RT @Sr_Momma @CathyIconis Thanks! Having some lunch while I read #qbochat
  35. @davidleary @CathyIconis @QBOnline David’s response is what my parents used to say when Id ask who was their favorite child #qbochat
  36. I need to complete that certification before people think I’m losing my @QBOnline mojo! #qbochat
  37. So sorry everyone that I was not at #solutions13 we are migrating our QBO users to a new platform #qbochat
  38. @MarnieStretch I think we need to setup a sub group in LinkedIn for global users. #qbochat
  39. Yep, you can do the QBO certification on your iPad or iPhone, hooray! #qbochat
  40. And, no one answered my questions earlier about time budgeting, etc. 🙁 #qbochat
  41. yummmmm, I need to make meatballs, great idea! RT @Sr_Momma @rabshaka21 Spaghetti and Turkey Meatballs 😀 Hubby loves to cook #qbochat
  42. @fundinggates The only way to post 100+ cc txns a day from a bank that won’t funnel to @qbonline #qbochat
  43. #qbotip – Hook up your bank account to downloaded transactions before doing anything else! #qbochat
  44. How about some under the radar ones? @salespod is one I wish more acounting folks would check out @CathyIconis #QBOchat
  45. RT @Accounting6irl @fundinggates The only way to post 100+ cc txns a day from a bank that won’t funnel to @qbonline #qbochat
  46. Thanks for all the TPI love – needed it – do not forget to migrate to the new App #qbochat
  47. Did you know you can do unlimited budgets in @QBOnline, so you have more options when creating budget to actual reports. #qbochat
  48. @IconisGroup This has been a great feature for my clients with multiple locations! #qbochat
  49. RT @Accounting6irl @IconisGroup This has been a great feature for my clients with multiple locations! #qbochat
  50. .@salespod is like a in the field sevice manager, but for your sales folks, their mobile app is amazing @CathyIconis @fundinggates #QBOchat
  51. I wonder if they’ll they’ll come out to tweet RT @TransactionPro @davidleary I see @salespod is in Boston in my neck of the woods! #qbochat
  52. RE: budgets – @QBOnline has one up on desktop with the unlimited budgets per fiscal year. #qbochat
  53. @salespod knock knock knock…. can you come out and tweet with us? We want to hear more about you 🙂 #qbochat
  54. RT @IconisGroup You can do unlimited budgets in @QBOnline, so you have more options when creating budget to actual reports. #qbochat
  55. RT @IconisGroup You can do unlimited budgets in @QBOnline, so you have more options when creating budget to actual reports. #qbochat
  56. The easiest way to automate @QBOnline is by connecting your banking accounts so that all of the transactions upload #QBOChat
  57. #qbotip – I think a lot of people are still confused about Downloaded Transactions. Accountants should train more to this area. #qbochat
  58. Try it… you’ll like it… 🙂 RT @Accounting6irl @IconisGroup Now that, I haven’t done yet! Awesome! #qbochat
  59. @IconisGroup Agreed, but there are some banks that won’t connect, even through WebConnect. @transactionpro makes that happen. #qbochat
  60. @Accounting6irl Webconnect is just annoying. What bank are you dealing with? #qbochat
  61. @rabshaka21 Oh, what’s not to like! Can’t wait for the opportunity to try! #qbochat
  62. @davidleary @onesaas now that is cool. I have a few of our users who need this (it will help them better use our app as well) #qbochat
  63. MT @Accounting6irl @IconisGroup there are some banks that won’t connect, even with WebConnect. @transactionpro makes that happen. #qbochat
  64. @IconisGroup Some of the smaller banks won’t do it, and there’s one bank that’s a PITA with a digital key. #qbochat
  65. What’s PITA? RT @Accounting6irl @IconisGroup Some of the smaller banks won’t do it, and there’s one bank that’s a PITA. #qbochat
  66. I just was reminding on their site about payment gateways. Does ANYONE use Intuit’s gateway?? #qbochat
  67. Need to track job expenses? Maybe using classes will work… #QBOChat
  68. Need to track job expenses? Maybe using classes will work… #QBOChat
  69. GOOD QUESTION!! RT @CathyIconis I just was reminding on their site about payment gateways. Does ANYONE use Intuit’s gateway?? #qbochat
  70. I’m sure you guys are used to the honesty, but not sure about @onesaas‘s options. Not really interested in paying for those. #qbochat
  71. I haven’t figured out the diff between IPN & the Gateway service, help pls? RT @Sr_Momma @Accounting6irl @rabshaka21 I also use IPN #qbochat
  72. @Accounting6irl Yep! Gateways allow you to put processing on your site. IPN is just thru email of invoices. #qbochat
  73. #qbotip – If you have similar invoicing each month, just copy the prior month’s invoice and edit from there. #qbochat
  74. I have a question for you #QBOchat ‘ers – Do yo have a need for @QBOnline to “backup” so you can roll the data back for some reason?
  75. How do you all deal with client passwords? Any tips there? #qbochat
  76. I’m a solopreneur & don’t want to absorb credit card charges, so IPN fits well for me. #qbochat
  77. I always tell clients to use a payment solution that works best for their clients. #qbochat
  78. With invoice automation, you can set up a rule that automatically creates invoices for all your unbilled activities #QBOChat
  79. With invoice automation, you can set up a rule that automatically creates invoices for all your unbilled activities #QBOChat
  80. That is a good idea. Can you share evernote? RT @Sr_Momma @CathyIconis I encrypt them in Evernote #qbochat
  81. @davidleary All the boards have people wanting that feature! I’m not excited about it – but most are. #qbochat
  82. @IconisGroup then track those invoice with the FG Receivables Manager 😉 #qbochat
  83. RT @fundinggates @IconisGroup then track those invoice with the FG Receivables Manager 😉 #qbochat
  84. Pulling the same Hours report every 2 weeks to process payroll? Set it up as an auto emailed report to save touch time! #QBOChat
  85. @DavidLeary Yes it would be good to have a backup in case something goes wrong with downloaded transactions #qbochat
  86. @Sr_Momma We just gotta get that cookie over here to chat with us 🙂 #qbochat
  87. @TransactionPro I screwed up an import the other day. Put in the wrong transaction date. #ugh #qbochat
  88. @Sr_Momma Oh yeah!! I’m not complaining. I value and appreciate everyone’s time – especially on #qbochat
  89. Take the guesswork out of billing, use the money bar to make sure all of your billable charges are going to the invoices. #QBOChat
  90. I think that’s the great thing about #qbochat. pop in, say hey, ask questions. No obligation to stay for the whole thing.
  91. @CathyIconis you can capture more things than just notes (screenshots, etc.), with it still being seamless across devices #qbochat
  92. @Accounting6irl Select text within note Right Click choose Encrypt Selected Text. Choose your pswd #qbochat
  93. @BrightBooks Don’t remind me about how much I missed out on. Been watching tweets all week!! #qbochat
  94. RT @rabshaka21 I think that’s the great thing about #qbochat. pop in, say hey, ask questions. No obligation to stay for the whole thing.
  95. That’s how we roll lady…. RT @Accounting6irl @rabshaka21 I s/b working right now!!! Playing catchup on all things. #qbochat
  96. Logos can be uploaded to help maintain brand consistancy on invoicing #QBOChat
  97. If not at home, with email, if not email, month end…. It’s so fun though RT @CathyIconis Aren’t we ALWAYS playing catchup?? #qbochat
  98. #qbochat With no backup…tough to recommend QBO to prodco’s who create a new company for each season. @davidleary
  99. RT @IconisGroup Logos can be uploaded to help maintain brand consistancy on invoicing #QBOChat
  100. ?? RT @MarnieStretch #qbochat With no backup…tough to recommend QBO to prodco’s who create a new company for each season. @davidleary
  101. No. So I say we are most definitely the winners. “@Accounting6irl: @BrightBooks Did they ever announce more tweet awards? #qbochat”
  102. Yikes! “@CathyIconis: @BrightBooks Because the new @QBOnline platform and billing changes are killing her! #qbochat”
  103. You know who we are missing? @keepingbookscc Right? Have we seen him here today? #qbochat
  104. How many of you have worked with @QBOnlie for iPad? Do we have any new feedback on it? #QBOChat
  105. @IconisGroup I like that the new version is accessible through the Chrome tab. #qbochat
  106. Tried in Vegas but so many wifi issues it didn’t work so well. #qbochat
  107. @CathyIconis Production companies. Typically each tv season opens a new co for tax credits and other reasons. Canada thing perhaps! #qbochat
  108. @accounting6irl sorry to be off topic, but your profile says that you are a knitter?!?! 🙂 🙂 🙂 #qbochat
  109. @IconisGroup The app itself can be frustrating since it lacks all features. Curious if Chrome sign-ins have a better experience #qbochat
  110. @IconisGroup The app itself can be frustrating since it lacks all features. Curious if Chrome sign-ins have a better experience #qbochat
  111. I have a to-do to work on posts about QBO for the iPad and iPhone since they are different experiences. #qbochat
  112. @BrightBooks We wanted to be at #solutions13 but Intuit is retiring a platform and our focus has been on our QBO users #qbochat
  113. 🙂 I LOVE IT! Isn’t it just the perfect accountant’s hobby? RT @Accounting6irl @rabshaka21 LOL! Yes, I’m Jill and I’m a knitaholic. #qbochat
  114. @TransactionPro And we love that you love the @QBOnline users!!! Without you, data entry would be our life. #qbochat
  115. I’m suprised how often the community brings up the @QBOnline backup need, I heard it a few times at #Solutions13 too. #QBOchat
  116. @davidleary Accountants have been trained to make a backup before they make any big changes to the file. #qbochat
  117. @CathyIconis Seriously, 100+ cc txns a day entered in a couple minutes. Great product! @transactionpro #qbochat
  118. @CathyIconis You are not alone, I haven’t been to Sleeter Conference either #qbochat
  119. @davidleary You hear that for years and then switch to @QBOnline and you think it is a requirement. #qbochat
  120. @davidleary Backup would be a huge inprovement. It is too easy for clients to make large errors without a save file. #qbochat
  121. @CathyIconis @transactionpro I think I love you more! W/o you data entry would be MY (staff accountant) life 🙂 #qbochat
  122. But we still love you. “@CathyIconis: I’ve never been to #solutions13. I know, I’m a loser. #qbochat”
  123. @Accounting6irl I agree. But #Intuit did some brainwashing on that one and now have to figure it out. #qbochat
  124. @nerdenterprises Woohoo! Welcome to #qbochat! Been watching your tweets and fb updates all week.
  125. Are you serious?! LOL! Awesome! RT @Accounting6irl @rabshaka21 Pure math and design. I was knitting through the conference. #qbochat
  126. I still think we should just have a delete or revert to button in the activity log area. #qbochat
  127. Off topic but my hubby is taking me to NYC this weekend $65 a day to park yikes! #qbochat
  128. why would you park there? RT @TransactionPro Off topic but my hubby is taking me to NYC this weekend $65 a day to park yikes! #qbochat
  129. @TransactionPro That’s insane. Email me at wood@fundinggates.com and I can help you find a better garage. We’re in NYC. #qbochat
  130. How do you guys communicate workflows with clients? Just thinking I need to draw a picture b/c it is confusing at times. #qbochat
  131. MT @CathyIconis How do you guys communicate workflows with clients? I need to draw a picture b/c it is confusing at times #qbochat
  132. That is what I need – a cool workflow app with fun graphics for different tasks. #qbochat
  133. @CathyIconis Workflows are easy, I get dumped on and all the work flows through me #qbochat
  134. That, and an app that let’s me calculate job profitability for professional service firms quickly #qbochat
  135. RT @Sr_Momma @CathyIconis Workflows are easy, I get dumped on and all the work flows through me #qbochat
  136. @Sr_Momma I’ve got the same thing going on. But that’s what they pay me for. #qbochat
  137. @davidleary -> can your peeps help?RT @CathyIconis That is what I need – a cool workflow app with fun graphics for different tasks. #qbochat
  138. If a bunch of things need to be fixed in a file because the client messed up, the Activity Log can be a lifesaver #qbochat
  139. RT @KeepingBooksCC If a bunch of things need to be fixed in a file bc the client messed up, the Activity Log can be a lifesaver #qbochat
  140. I’ve been trying to explain that the way we do accounting is a collaborative approach. I need their help and knowledge too! #qbochat
  141. RT @Accounting6irl @CathyIconis Engagement letter and checklists. Email & text. Beg & plead. #qbochat
  142. 4 minutes left? I love this new time. It’s a nice break from work during the day. #qbochat
  143. @cathyiconis Do you have log in to all their online accounts? i.e. Micros login essential for restaurant clients #qbochat
  144. Is there a way to change colors in the various QBO companies so users make sure they are in the right company file? #qbochat
  145. You are so missing out!!!!! RT @CathyIconis I’ve never been to #solutions13. I know, I’m a loser. #qbochat
  146. @cathyiconis not sure if this is relevant but I’ve been shopping for an app from this list t.co/vQ0EQrPal2 #qbochat
  147. well, funny you should ask…. 🙂 RT @Accounting6irl Is there a regular day/time for this chat? #qbochat
  148. @TransactionPro Nope – but I’ve had that issue when working in your stuff before. #qbochat
  149. I like it too, but I will have to reschedule things to mkae it, I don’t remember an announcement about the change @CathyIconis #qbochat
  150. @fundinggates It’s funny that this cloud girl has been all about paper the last month. It really does help organize my life. #qbochat
  151. Please put me on whatever email list reminder there is! #qbochat
  152. I even made a job book for a client today. Printed out all current job contracts and a few management reports too. #qbochat
  153. Didn’t I write a special tweet just for you Brent? I put effort and #QBOChat love in it too… Becuase you rock @KeepingBooksCC @CathyIconis
  154. <–shakes head RT @CathyIconis @fundinggates It’s funny that this cloud girl has been all about paper the last month. #qbochat
  155. That’s it for our weekly #QBOchat! Thanks everyone for joining 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 QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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