12/13/13 Intuit Tax Online

QuickBooks Online Tweet Chat – Intuit Tax Online

QuickBooks Online Tweet Chat – Intuit Tax Online

12/13/13 #QBOchat Transcript

  1. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and how many years using QBO.
  2. Brent here, Owner of Keeping Books & Computing Consulting LLC, 3 years using QBO #qbochat
  3. Good to see you as always! RT @KeepingBooksCC Brent here, Owner of Keeping Books & Computing Consulting LLC, 3 years using QBO #qbochat
  4. Howdy everyone, Jessi here from NJ, owner of taxgrl LLC, 5-ish years using QBO #qbochat
  5. Cathy Iconis here, owner of Iconis Group based here in Atlanta and official host of #qbochat!
  6. Great to see you Jessie! RT @taxgrl Howdy everyone, Jessi here from NJ, owner of taxgrl LLC, 5-ish years using QBO #qbochat
  7. Yes Cathy, it’s true 🙂 -> RT @CathyIconis Cathy Iconis here, owner of Iconis Group based here in Atlanta and official host of #qbochat!
  8. Welcome Meredith! RT @fundinggates Meredith here for FG! Based in NYC 🙂 #qbochat
  9. We have so many people in the West or Mid-West!! #qbochat
  10. I was just about to say that you guys were being quiet! 🙂 RT @TraeHarris #qbochat
  11. Woohoo!!! Jorge in the house! RT @AggieJorge Hello everyone…great to be here… #intuittaxonline #qbochat
  12. Sigh, I don’t do taxes, but knew I would hear it if I didn’t show 🙂 #qbochat
  13. Poor thing! Are we too hard on you? RT @KeepingBooksCC Sigh, I don’t do taxes, but knew I would hear it if I didn’t show 🙂 #qbochat
  14. 2009 was our first #tax year…since then #IntuitTaxOnline has evolved significantly. See our story here:  http://bit.ly/1bG0IJb  #qbochat
  15. no no no, but I do like to avoid a chiding RT @CathyIconis Poor thing! Are we too hard on you? #qbochat
  16. I’m just excited about the #IntuitTaxOnline product (idea behind it) and hoping that more accountants catch on soon. #qbochat
  17. I don’t think anything could do that for me RT @CathyIconis #IntuitTaxOnline ALMOST made me want to do #taxes. #qbochat
  18. RT @CathyIconis I’m just excited about the #IntuitTaxOnline product (idea behind it) and hoping that more accountants catch on. #qbochat
  19. hey @KeepingBooksCC, I have a little Utah love coming your way in just a sec. #QBOCHat
  20. @AggieJorge won Scott Cook Innovation award for delivery of real customers benefits in an innovative way #intuittaxonline #qbochat
  21. oh really now? RT @rabshaka21 hey @KeepingBooksCC, I have a little Utah love coming your way in just a sec. #QBOCHat
  22. yay! MT @TraeHarris @AggieJorge won Scott Cook Innovation award for delivery of real customers benefits in an innovative way #qbochat
  23. no way, Utah keeps tight control of its liquor! Click sendRT @CathyIconis @KeepingBooksCC We couldn’t ship you the liquor though. #qbochat
  24. If you like QBO check out Intuit Tax Online’s new design by logging into  http://ito.intuit.com ! You should feel right at home. #qbochat
  25. #qbochat Karen from Transaction Pro in New Hampshire – I am a CPA but I do not do taxes
  26. yes I am considering doing my own business taxes that way this year RT @AggieJorge ProAdvisors get free returns #intuittaxonline #qbochat
  27. MT @amberzable If you like QBO check out Intuit Tax Online’s new design by logging into  http://ito.intuit.com ! #qbochat
  28. We love you doing that too! RT @TransactionPro @AggieJorge I prefer to help QuickBooks users save time! #qbochat
  29. @CathyIconis keeping my mouth shut, unless I have something to offer 😉 #QBOchat
  30. hi everyone! Sorry I am late – Alison Ball here #qbochat
  31. welcome!! RT @alisonatintuit hi everyone! Sorry I am late – Alison Ball here #qbochat
  32. #IntuitTaxOnline is for #tax pros who want the advantages of a cloud based solution…anytime/anywhere, lower hardware costs, etc… #qbochat
  33. @thinkx2 Yay!!!! I’m getting better slowly so we should be able to do lunch next week. #qbochat
  34. I love that #intuittaxonline has a pricing model that can fit the budget of those just starting out on their own #qbochat
  35. My new puppy keeps trying to chew my power cord so hopefully I will not go offline….#qbochat
  36. RT @taxgrl I love that #intuittaxonline has a pricing model that can fit the budget of those just starting out on their own #qbochat
  37. @CathyIconis How are you feeling? Any good meds coursing through your system today? and if so, any interesting thoughts for us? #qbochat
  38. Does #intuittaxonline pull info from QuickBooks and QuickBooks Online directly? #qbochat
  39. #intuittaxonline is powered by the Lacerte tax engine…comprehensive and very complete #qbochat
  40. Was at a tax lunch and learn. Did I miss anything good? @CathyIconis: @BrightBooks where are you? #qbochat
  41. RT @BrightBooks Was at a tax lunch and learn. Did I miss anything good? @CathyIconis: @BrightBooks where are you? #qbochat
  42. RT @AggieJorge #intuittaxonline is powered by the Lacerte tax engine…comprehensive and very complete #qbochat
  43. @alisonatintuit I’m seeing straight so far but I did just take some more dayquil. #qbochat
  44. @TraeHarris Amazing enhancements this year! Can’t wait to use them! #intuittaxonline #qbochat
  45. @funding gates A Black Cocker Spaniel his name is Teddy and I am not getting and sleep sigh #qbochat
  46. @BrightBooks Yeah – you missed @AggieJorge introducing us to #IntuitTaxOnline – even though I’m sure you’ve seen it already #qbochat
  47. Hi QBO peeps anyone have any client concerns after all the outages this past week? #qbochat
  48. Here's a pricing & feature grid to see how Intuit Tax Online PRO & PLUS are different.  #qbochat #intuittaxonline http://t.co/0r9qD2lmUw

    Here’s a pricing & feature grid to see how Intuit Tax Online PRO & PLUS are different. #qbochat #intuittaxonline pic.twitter.com/0r9qD2lmUw
  49. I leave taxes to the experts and stick with the Fun stuff. #qbochat
  50. @thinkx2 we auto map…some adjustments may be needed, but they are retained year over year #intuittaxonline #qbochat
  51. RT @AggieJorge @thinkx2 we auto map…some adjustments may be needed, but they are retained year over year #intuittaxonline #qbochat
  52. @amberzable Do you know of any video where we could see the #intuittaxonline mobile app? Just cause I know you love showing it 🙂 #qbochat
  53. @BrightBooks Hi Cindy – check out the #qbochat blog for more information – it was human error &has been ID’d &fixed.  http://blog.qbo.intuit.com/ 
  54. The tax mappings are retained?! That is awesome! #qbochat
  55. @CathyIconis Let’s not jump ahead…retained from tax year 2013 forward… #qbochat
  56. RT @AggieJorge @CathyIconis Let’s not jump ahead…retained from tax year 2013 forward… #qbochat
  57. #qbochat Will IntuitTaxOnline have a tax return preview view like Lacerte anytime soon?
  58. RT @BrightBooks I leave taxes to the experts and stick with the Fun stuff. #qbochat
  59. @AggieJorge jumping ahead means we are doing that for next year…not right now… #qbochat
  60. RT @AggieJorge @AggieJorge jumping ahead means we are doing that for next year…not right now… #qbochat
  61. @CathyIconis @brandonverner Good news is he can try it for FREE. ProAdvisors (Cloud and DT ones) get 5 free ITO returns! #qbochat
  62. #qbochat does Intuit tax online support tax organizers?
  63. Good to know @alisonatintuit . Missed seeing you at Council, hope you had a fun trip. #qbochat
  64. #qbochat @CathyIconis @BrightBooks LOL I leave the bookkeeping AND the taxes to others now and only do the REALLY fun stuff (biz strategy)
  65. @ShayCPA We do have a return view…doesn’t require you to pay either so you can try #intuittaxonline for free #qbochat
  66. RT @AggieJorge @ShayCPA We do have a return view…doesn’t require you to pay either so you can try #intuittaxonline for free #qbochat
  67. @alisonatintuit Maybe I can get @brandonverner to sign up for the FREE proadvisor cloud program. He has issues with #Intuit. (shh!) #qbochat
  68. RT @BrightBooks: I leave taxes to the experts and stick with the Fun stuff. #qbochat
  69. RT @alisonatintuit @CathyIconis @brandonverner Good news…try it for FREE. ProAdvisors (Cloud and DT ones) get 5 free returns! #qbochat
  70. @BrightBooks So sweet Cindy!! I was indeed off having fun, with 450 UK bookkeepers, but sad to miss Council! #qbochat
  71. #qbochat When you preview returns in Lacerte you can place check marks next to numbers. When will IntuitTaxOnline have this feature?
  72. @IconisGroup #IntuitTaxOnline works on tablets. We also have a companion mobile application that can be used on phones or tablets #qbochat
  73. @AggieJorge If an acct asks me what ITO is more like, Lacerte or ProSeries, how would you answer that question? #qbochat
  74. ?? @BrightBooks I missed something – presentation on what exactly? #qbochat
  75. #qbochat @amberzable glad to see the pricing chart had some accountants ask me for it last week @Intuit freedom in the cloud tourstop
  76. @alisonatintuit More like Lacerte…input sheet entry style…but we’ll be importing data soon…let’s get rid of data entry!! #qbochat
  77. @CathyIconis @brandonverner happy to help with any issues? brandon – please lmk how I can help? #qbochat
  78. Can #ITO be used on IPAD? #Qbochat or has that already been asked?
  79. @thinkx2 @BrightBooks Strategy? 🙂 #qbochat – if so, count me in too! Mary is a known thought leader….
  80. RT @jazfun Can #ITO be used on IPAD? #Qbochat or has that already been asked?
  81. Mary’s Biz Strategy. @thinkx2: ?? @BrightBooks I missed something – presentation on what exactly? #qbochat
  82. @CathyIconis Have to collect data for individuals too! Cool collaboration coming this year…it’s still secret #intuittaxonline #qbochat
  83. RT @AggieJorge @CathyIconis Have to collect data for individuals too! Cool collaboration coming this year…#intuittaxonline #qbochat
  84. #qbochat #IntuitTaxOnline offers multiple pricing options. From single returns, to bundles, we have various options  http://bit.ly/1kDcvc9 
  85. #qbochat – Q: can you get “credit” if you don’t use all of your returns on ITO for the season?
  86. RT @jazfun #qbochat – Q: can you get “credit” if you don’t use all of your returns on ITO for the season?
  87. @jazfun Not right now…we are discussing what to do with unused returns…but prior year is free after new year is released.. #qbochat
  88. #qbochat re pricing – how do you define return? If a client needs Fed + 1 state is that considered 2 returns?
  89. @davidleary would just need some print campaign about dance class not baseball #lifewithdaughters #qbochat
  90. All tax TY13 returns expire 10/31/14…but right now all prior year back to 2009 are free! IconisGroup #qbochat
  91. #qbochat @amberzable My personal take is that work has invaded way too far into our lives and everyone needs to get a grip –#butthatsjustme
  92. @CathyIconis Totally agree…dance class, basketball practice, so much more… #qbochat
  93. @ShayCPA One cost for a client…no state fees, no e-file fees, one flat return fee for that client… #IntuitTaxOnline #qbochat
  94. RT @ShayCPA #qbochat re pricing – how do you define return? If a client needs Fed + 1 state is that considered 2 returns?
  95. @amberzable So for all those clients that haven’t filed returns in years?! It’s free?! #qbochat
  96. #qbochat @CathyIconis @davidleary @amberzable Girls can play baseball too! (would be nice if the ad read that way…)
  97. @amberzable Real-life!  What to think about new print campaign highlighting the mobile app gives flexibility http://t.co/mHRhyqcB1H #qbochat

    @amberzable Real-life! What to think about new print campaign highlighting the mobile app gives flexibility pic.twitter.com/mHRhyqcB1H #qbochat
  98. @CathyIconis Yes…not super common, but a benefit to our users indeed… #qbochat
  99. @ShayCPA That would be 1 return. All tax content is included – including multi-state returns. #qbochat
  100. @thinkx2 #qbochat I agree to a point! How much do you let it invade? sometimes you shut the #virtualdoor #worklifebalance
  101. He is a big softie with a scary twitter pic. @CathyIconis: @davidleary would need print campaign about dance class not baseball #qbochat
  102. @CathyIconis I agree…i am a dancing fool…hopefully no videos of that for Trae to post #qbochat
  103. @AggieJorge can you print a return to review. Does that set off billing? #@ShayCPA: #qbochat
  104. So, maybe accountants should give #IntuitTaxOnline a try by running a prior year return and comparing apples to apples. #qbochat
  105. @ShayCPA You can view in free tiral, but printing or e-file triggers payment #qbochat
  106. @ShayCPA Did you see the printscreen I sent out earlier? You can see returns filled out. #qbochat
  107. RT @AggieJorge @ShayCPA You can view in free trial, but printing or e-file triggers payment #qbochat
  108. @CathyIconis Yeah…can do current year too…just can’t print or e-file until paid…view is FREE #IntuitTaxOnline #qbochat
  109. Remember to sign up for weekly email reminders for #QBOchat and get links to previous transcipts.
  110. #qbochat @CathyIconis LOL, that too! But I was thinking “emergency copy of tax return” Really? Taking client phone calls at kid’s game = No
  111. #IntuitTaxOnline You owe it to yourself to check it out…there’s no risk…Try for free #IntuitTaxOnline #qbochat
  112. Yes! Put us to the test. RT @CathyIconis Maybe accountants should give it a try ….to compare apples to apples. #qbochat
  113. RT @AggieJorge You owe it to yourself to check it out…there’s no risk…Try for free #IntuitTaxOnline #qbochat
  114. RT @amberzable Yes! Put us to the test. RT @CathyIconis Maybe accountants should give it a try ….to compare apples to apples. #qbochat
  115. RT @CathyIconis RT @AggieJorge You owe it to yourself to check it out…there’s no risk…Try for free #IntuitTaxOnline #qbochat
  116. Next week we will be discussing ways to Prepare for Next year #QBOChat
  117. Again, if you are an accountant and use @QBOnline, definitely take a look at #IntuitTaxOnline – the integration is slick. #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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