12/21/2017 AutoEntry Takeover

QBOchat 12/21/2017

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QBOchat
Thu, Dec 21 2017 22:03:29

QBOchat 12/21/2017

AutoEntry Takeover

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz.
  2. #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz
  3. Today is an @AutoEntry_OCREX Takeover. We are chatting about your accountant holiday wishlist! #QBOchat https://t.co/yLAIMf2M2E

    Today is an @AutoEntry_OCREX Takeover. We are chatting about your accountant holiday wishlist! #QBOchat pic.twitter.com/yLAIMf2M2E
  4. .@CathyIconis here in Atlanta, GA running #QBOchat today. How is everyone doing? Ready for the holidays?
  5. @QBOchat Hi all! Alan from Avalara checking in from visiting the fam in Nashville. Hope everyone is doing well! #qbochat
  6. Gary here in Toronto. Cold, overcast but no snow at the moment. That’ll change overnight #qbochat
  7. Tiffany and the Share a Refund team present, but thinking about all the presents I still need to buy. #QBOChat
  8. Reid here from ClockShark in Chico CA! Happy winter solstice (to those in the northern hemisphere)! #qbochat
  9. Good afternoon, everyone! Chris from JMA Web Technologies here. Hope everyone is well and staying warm. #qbochat
  10. Hey there @QBOchat ! Valerie, Product Consultant from Intuit here! You all ready for the holidays? #QBOchat
  11. Hello everyone, Kninja Jen here in dark and stormy Burlington ON
    #QBOCHAT
  12. Hey everyone! Happy Holidays from Sarah and all the folks at Aero! #qbochat
  13. Hi QBOchat fam!! Alex here with TSheets Time Tracking & Scheduling – just a few minutes late but for good reasons! We have a very special visitor here with us in Boise today! The man – @Rich_Preece!! #QBOchat
  14. @smartserv_io Sam here from Seattle, WA. Happy Holidays to everyone. What is everyone talking about, today? #newbie #qbochat
  15. A1: For life to slow down and to be able to enjoy more moments of work, family, everything! #QBOchat
  16. @LayngAndLayng That is a good one!! What kind of clients are you looking for? #QBOchat
  17. Happy Holidays!!! Harika from Circulus checking in from Dallas! #QBOCHAT pic.twitter.com/rBmSUbITs5
  18. hELLO EVeryone! I’m Beth Anne from St. Augustine, FL and my business is Beth Anne Books #qbochat
  19. @smartserv_io We just threw out our first question. You’ll see those with the graphics. There are 7 Q’s today thanks to our takeover sponsor @AutoEntry_OCREX! #QBOchat
  20. A1: The chance to take a second and be happy for all the good from 2017 and to spend time with those who helped it be great #qbochat
  21. A.1 – There are so many great gadgets out this year we’d want in our stocking! We love smart devices for a connected home & office ! And a PUPPY !!! #QBOchat pic.twitter.com/9evbxA93Wt
  22. A1: As much as I hate driving in it…all I want is some snow! Boise is usually covered by now & we have had one baby snowfall! #qbochat
  23. Hey @BethAnnesBest! Welcome. I used to be close to that neck of the woods years ago! Whats the temp?
    #qbochat
  24. Welcome Beth Anne! RT @BethAnnesBest: hELLO EVeryone! I’m Beth Anne from St. Augustine, FL and my business is Beth Anne Books #qbochat
  25. A1: To welcome more Share a Refund resellers. Anybody interested? ?#QBOChat
  26. Made it this week! Tonya Schulte with Schulte and Schulte LLC here in sunny, dry, chilly Phoenix. #qbochat
  27. @QBOchat Visiting the fam and relaxing a bit and getting plenty of time with our pitbull, Cash. So far so good 🙂 #qbochat
  28. Chatting with a sleeping four year old on my lap. She’s been sick all week. 🙁 #qbochat
  29. @avalara @QBOchat Hi friend!! I hope you’re having a wonderful time with the fam bam!!! #QBOchat
  30. Hey Tonya! What counts as chilly in Phoenix? RT @schultetonya: Made it this week! … in sunny, dry, chilly Phoenix. #qbochat
  31. @getclockshark I’m with you. It isn’t that I want more time, because I know that isn’t possible. I just want to enjoy the time I have more. #QBOchat
  32. @BethAnnesBest Hi Beth! Welcome to the chat! Big fan of your username… mine is “Deck the halls with Alan Holley” :p #qbochat
  33. @QBOchat Ive got packages for doctors and dentists, and restaurants #QBOchat
  34. Greetings to #QBOChat from Brent Blackburn here in Utah, owner of Biz Books Cloud LLC, I am #Learylate today
  35. Q2: What resources or tools make life easier to do your job and help businesses? #QBOchat https://t.co/xKJj2Cd4Y9

    Q2: What resources or tools make life easier to do your job and help businesses? #QBOchat pic.twitter.com/xKJj2Cd4Y9
  36. A1 – I would like to get my whole house hooked up with Echo so at least someone in my house will do what I ask.

    #QBOCHAT

  37. A1 To have a full time bookkeeper join our firm. And I get my wish!!! #qbochat
  38. @tsheets @avalara @QBOchat Thank youuuu! Hope you’re enjoying some holiday cheer yourself, my friend 🙂 #qbochat
  39. @CathyIconis Thanks, Cathy! It’s the thought that counts. You make #QBOchat something we look forward to every week.
  40. @kninjaknetwork Ha!! Unless Alexa doesn’t comprehend what you are saying. #QBOchat
  41. A2: New fave @zapier – look for Aero integration in early January! #qbochat
  42. A2 @SaasAntOfficial has been a super important part of simplifying my life lately as well! #qbochat
  43. @sharearefund Thanks!! I love all of the #QBOchat community for supporting me and each other. This place is special.
  44. A.2 – We like to think AutoEntry is an example of one of those resources! In the back office we also use tools like @salesforce, @Pardot and @intercom #WorkSmarter #QBOchat
  45. A2: Other than ClockShark, of course, QB, slack and the google apps suite works for us #qbochat
  46. @PieceKeeping This is awesome! We are so happy you are here with us. #QBOchat
  47. A2 I’d like to get @AeroWorkflow in sync with QBO’s Work so it pulls Work tab items in. #qbochat
  48. I know we aren’t talking updates, but I did want to share that 1099 is rolling out to Essentials & Plus! You may notice a “Worker” tab in the coming days and new contractor onboarding feature. #QBOchat
  49. A2 Yes! @SlackHQ works to facilitate not only our internal, but now our external client facing communication as well! #qbochat
  50. Also- QBOA users have an auto-refresh on reports now, if you add a transaction in another open tab or window. I’m in love with it. #qbochat
  51. Q3: What real-life examples do you have of how automation has made your life easier? #QBOchat https://t.co/YI1bWXo75s

    Q3: What real-life examples do you have of how automation has made your life easier? #QBOchat pic.twitter.com/YI1bWXo75s
  52. A2: QBO and my newest favorite, @Hubdoc so far. Still deciding on practice management. #QBOchat
  53. we’re so sympatico! RT @getclockshark: A2: Other than ClockShark, of course, QB, slack and the google apps suite works for us #qbochat
  54. A2: Asana helps us keep all those plates spinning. #QBOChat
  55. A3 Client issued software renewal invoice, got paid in 24 hours auto recorded in QBO. Used to get paid… whenever, by cheque. #qbochat
  56. No commuting at all! In the SF Bay area it’s awesome to work from home! RT @schultetonya: A3 No more driving to client offices! #qbochat
  57. @AutoEntry_OCREX Especially the dizziness! Haha #QBOchat Lots to keep track of. I’ll be taking @BethAnnesBest advice to use tchat.io next time!
  58. A3 When @Hubdoc automates my bank statement retrieval AND my AP entry, I leap for joy! #qbochat pic.twitter.com/Qf8uwdrZtS
  59. A.3 – So many ! Setting our home thermostat remotely with Amazon #Alexa – an amazing virtual assistant and a great example of how #automation is getting more intelligent. We also love having a paper free office thanks to AutoEntry #QBOchat
  60. A3: We have a google home, but it doesn’t recognize my voice 🙁 @AutoEntry_OCREX Maybe Alexa would be nicer to me #qbochat
  61. A3 When @AeroWorkflow gives me the ability to talk intelligently to a client about work done for them that I didn’t do myself! #qbochat
  62. @AutoEntry_OCREX Oh wow! Glad to hear. Same here in Boston, MA. At least it isn’t snowing! #qbochat
  63. @schultetonya @Hubdoc Have you heard how @AutoEntry_OCREX can help with line item entry on a bunch of different types of docs? Might be cool for construction companies! #QBOchat
  64. A2: @Zendesk, Office 365, @GoToMeeting, and of course our friends at @tsheets, who we use for employee time tracking and payroll! #qbochat
  65. A3. So many in my personal life. I have Philips Hue lighting. Love being able to schedule when lights turn on and off or turn on/off away from home. #qbochat
  66. @getclockshark @AutoEntry_OCREX I really wish I could come up with something “snarky” to say to that. Or should I say “sharky”? #QBOchat
  67. Good day to cuddle up with a sick child! RT @schultetonya: @AeroWorkflow Chilly today: 56 F and windy! #qbochat
  68. Q4: If you could create an app to automate a bookkeeping process, what would it be? What is your automation wishlist? #QBOchat https://t.co/7lLDa30HB4

    Q4: If you could create an app to automate a bookkeeping process, what would it be? What is your automation wishlist? #QBOchat pic.twitter.com/7lLDa30HB4
  69. A3: automation allows us to run lean and offer our clients a price point that is an amazing value! #qbochat
  70. YES! Roomba’s count (especially if you tape a shark fin to it 🙂 @ledgerdocs #qbochat
  71. A4 I’ve asked @Intuit to automate the bank uploads, and put a warning on the accountant dashboard of overdrawn bank accounts #qbochat
  72. I have 2 labs – roomba is essential! RT @ledgerdocs: A3. Does my Roomba count? #qbochat pic.twitter.com/80kzcEo4gy
  73. A3 Anyone use Boomerang? I have been curious to try it. #qbochat
  74. A4 For an automated entry into QBO to be able to tie back to a purchase order created in QBO. Causes so many problems for us. #qbochat
  75. @vrcqbpro uses it and loves it! RT @vheckman: A3 Anyone use Boomerang? I have been curious to try it. #qbochat
  76. A3: Share a Refund performs a comprehensive automated audit on shipments checking for eligible refunds. Our automation saves shippers time and money. We can expand into more markets because of it. #QBOchat
  77. @sharearefund what is your target customer size? My husband’s company could use this, but don’t even want to look into it! #qbochat
  78. seems to be a desktop app that allows you to run web apps – or something like that – not sure #qbochat
  79. How did I not know @AutoEntry_OCREX existed?! Excited to check this out too! #QBOchat
  80. @schultetonya We help shippers of ALL sizes. Even small businesses. If there are packages going out the door, chances are there are dollars to be returned. We can always chat more! #QBOchat
  81. Q5: When there is an error in automation, how do you deal with it? Try to fix the issue or give up on the tool? #QBOchat https://t.co/KhRQHIkhfK

    Q5: When there is an error in automation, how do you deal with it? Try to fix the issue or give up on the tool? #QBOchat pic.twitter.com/KhRQHIkhfK
  82. @sharearefund This is a fairly large company, but I really feel like they would benefit from your service. #qbochat
  83. @kninjaknetwork Are you signed in as an accountant? or client? Gotta be in as an accountant. #qbochat
  84. @schultetonya @sharearefund You seriously just connect your UPS and FedEx accounts and they do the rest. No cost unless they get you a refund. It’s a win/win #QBOchat
  85. A5 try to figure out why the error happened and how it can be avoided and/or more quickly detected in the future #qbochat
  86. A5 Always try to fix the issue. Love that so many developers are so good at making quick changes to make their products better! #qbochat
  87. @avalara @AutoEntry_OCREX tHANKS YOU should see my house haha #qbochat if you scroll through my feed theres photos of my village
  88. @schultetonya @sharearefund Thank about all those GC’s that need to send out blueprints, etc. #QBOchat
  89. A3: Hubdoc has made my life super easy scanning receipts and then sending it off to create a QBO transaction. #qbochat
  90. A5. I think the biggest problem with AI today is that when it works it’s great, but when it breaks it can be extraordinarily time consuming #qbochat
  91. @CathyIconis @sharearefund RIGHT?!? We have a client I am going to recommend this to this week! #qbochat
  92. Tools are getting smarter, so we don’t often run into problems. Businesses are typically are very switched on to customer support now and reaching out over in app chats or Twitter usually gets a very quick response and resolution #QBOchat
  93. A3: Auto billing on my phone bills – Bills basically pay themselves today. Such a relief and @UberEats ?#QBOchat
  94. @schultetonya Definitely! I’ll connect with you, so we can talk outside Twitter character limits. #QBOchat
  95. @QBOchat A5 – seriously if we gave up every time there was an issue, we would be living in the dark ages…. gotta keep on keepin on!

    #qbochat

  96. @kninjaknetwork @QBOchat LOL that’s definitely me when I’ve been on hold with IT support line for hours #qbochat
  97. A3. Great point @smartserv_io ! I don’t really have any bills that aren’t on auto-pay. I am on team #nomorepaperchecks. #qbochat
  98. Okay, off to an online client meeting. Looking forward to finding out more about @AutoEntry_OCREX soon!!! #qbochat
  99. I gotta run –

    all my #qbochat peeps – Have a Very Happy Christmas and Wonderful New Year!

    Peace!

  100. Hsppy holidays! RT @schultetonya: Okay, off to an online client meeting. #qbochat
  101. You too! RT @kninjaknetwork: I gotta run –

    all my #qbochat peeps – Have a Very Happy Christmas and Wonderful New Year!

    Peace! #qbochat

  102. A5: Move on to another task until it’s worked out. Trying not to move clients I have on to something new, especially since business is just starting to grow! #QBOchat Newer bookkeepers need to work out all of their bugs with processes in the beginning too.
  103. @CathyIconis @schultetonya Thanks for the support, Cathy. You know us so well! It really is that easy. #QBOchat
  104. @ledgerdocs @kninjaknetwork I’m hoping we’ll get some people interested in our QBO Support for Accountants service. Developers are overwhelmed with support q’s and can’t always answer the accounting side of things. #QBOchat
  105. @AutoEntry_OCREX Couldn’t agree more. That’s exactly how we approach things, as well; very switched on to support and react quickly when our customers reach out. #qbochat
  106. Did I do Q6 already?! I might have forgotten to update my script. ? #QBOchat
  107. @QBOchat crew. Happy Holidays! Thanks for your help. Looking forward to many more #QBOchat s!
  108. @QBOchat @ledgerdocs @kninjaknetwork Interesting. Is this new? Our clients ask us a lot of accounting-related questions. #qbochat
  109. A.6 – #QBOChat and the @IntuitApps App Store for sure ! We also keep and eye on the new releases and charts in the app stores
  110. A6.  http://Apps.com , GetApp, various trade publications, conferences, I have some google alerts for different topics, and of course, you all! #qbochat
  111. Q7: What is the biggest hurdle from testing out different Apps and how can Apps help with that? #QBOchat https://t.co/GZjCMP5jd0

    Q7: What is the biggest hurdle from testing out different Apps and how can Apps help with that? #QBOchat pic.twitter.com/GZjCMP5jd0
  112. A7. The biggest hurdle is the amount of time needed trying to understand the App. Free trials help, but at the end of the day you still need to invest the time to see how the Apps can be utilized for your business and clients. #qbochat
  113. Darn! I wanted to hear all about @AutoEntry_OCREX today and got sidetracked. Merry Christmas everyone! #QBOChat
  114. Just a few minutes left for this week’s #QBOchat. What is your favorite take away?
  115. @ledgerdocs I bet if there was a way for apps to have a sample company and show how it interacts with @QuickBooks, it would help a ton! #QBOchat
  116. A7. The biggest thing I hear from accountants is they are sometimes challenged in really seeing how an app integrates w/ QBO end-to-end. #qbochat
  117. Favorite take away was learning about QBO Support for Accountants! Didn’t know this was a thing until today – excited to check it out #qbochat
  118. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us!
  119. Bye everybody!! Have a WONDERFUL holiday weekend! See you guys next week! #qbochat
  120. Next week we’ll be chatting about 2017 Insights & 2018 Goals. Schedule it on your calendar now! #QBOchat
  121. @QBOchat Truly hope all of you have a merry Christmas and a happy new year! See you next time! 🙂 #qbochat
  122. Awesome time chatting with you all! Happy Holidays!! #QBOchat
  123. Remember to sign up for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat.  http://bit.ly/2nJVXIC 
  124. Great chat this week. Wish you a good weekend and happy holidays! #qbochat

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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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