12/15/16 Recent QuickBooks Online Updates

12/15/16 QBOchat

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QBOchat
Thu, Dec 15 2016 21:06:21

12/15/16 QBOchat

Recent QBO Updates

  1. Excited to join @QBOchat today to chat about recent QuickBooks Online updates. I’ll be showing them tomorrow in webinar format! #QBOChat
  2. Hi all! Going to attempt to #qbochat from my iPhone today. We’ll see how it works!
  3. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz.
  4. Greetings to #QBOChat from Brent Blackburn here in Utah, owner of Biz Books Cloud LLC
  5. I may disappear at any moment, as I have been on hold with Puerto Rico Dept of Taxation for two hours now #qbochat
  6. Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT.
  7. Hello! Valerie, Product Specialist from Intuit. Tweeting from the freezing cold suburbs of Chicago. #QBOChat
  8. Tonya Schulte in warm Phoenix, AZ with Schulte and Schulte- Construction Accounting Specialists #qbochat
  9. Today we will be reviewing some of the recent updates to #QuickBooks Online. #QBOchat
  10. @QBOchatn Hey everyone, Alan from Avalara here! Excited to learn me some QBO today, away from the Seattle cold! #qbochat
  11. @schultetonya You can do it! Someone (who shall remain nameless) used to #QBOchat from her iPhone while driving!
  12. Catherine from ProRata in Atlanta, GA – excited for today’s #QBOChat !
  13. Happy Thursday! Ufuoma, Owner of Goshen Bookkeeping & Consulting, LLC from Atlanta, GA. #qbochat
  14. Hey everyone! TSheets here checking in from Boise, ID! #qbochat
  15. @vheckman I see you are doing a QBO session with the Woodard group here in Utah next week #qbochat
  16. Ready to find out how people are liking the #QBO updates #qbochat
  17. @QBOchat Natalie here (kinda) with the #Expensify team in #Portland. Lots of snow in #PNW has most of the city WFH. #qbochat
  18. I do like the color scheme! RT @JoeManz Ready to find out how people are liking the #QBO updates #qbochat
  19. Sarah for Aero here in the SF Bay area. Waiting for stormagedden #qbochat
  20. Hi everyone! ClockShark checking in from Albuquerque, New Mexico! #qbochat
  21. So who has seen the new colors of #QBO ?? thoughts?? #qbochat
  22. @expensify My friends in Portland have been losing their minds! Visiting this weekend, should be interesting! #qbochat
  23. Love it! RT @JoeManz So who has seen the new colors of #QBO ?? thoughts?? #qbochat
  24. Plooto reporting in! Quite a chilly Thursday here in Toronto. How’s everyone doing?
    #QBOchat
  25. @AeroWorkflow got some love in the QBO Power Hour today from Hector Garcia #qbochat
  26. Let’s keep the intros coming. We are sending out a few #sponsorshoutouts now. Q1 coming up at 3:10 ET. #qbochat
  27. Eithne from @ledgerdocs here, reporting from a frosty Vancouver! #qbochat
  28. @bethmelch I’m in Michigan too and it’s too cold for working outside. I don’t know how you could type like that. Frozen hands. #QBOchat
  29. Hey everyone – SaaSOptics representing from Atlanta, GA #QBOchat
  30. Great to hear! RT @BizBooksCloud @AeroWorkflow got some love in the QBO Power Hour today from Hector Garcia #qbochat
  31. I got temporarily blinded by the all white navigation bar. It took me a minute to readjust to the new interface. @JoeManz #qbochat
  32. @AeroWorkflow Sarah – I received my stickers from you in the mail today. Being on #QBOchat has its’ rewards
  33. I love it! RT @JoeManz So who has seen the new colors of #QBO ?? thoughts?? #qbochat
  34. #QBOchat Hi everyone. Unfortunately I can’t stick around, (8pm UK time) but hope you are all having a great day. Have a great Christmas.
  35. @avalara You’ll be here in time for shops to reopen, but get to enjoy some of the white stuff still on the ground. Safe travels 🙂 #QBOchat
  36. Awesome! RT @JoeManz @AeroWorkflow Sarah – I received my stickers from you in the mail today. Being on #QBOchat has its’ rewards
  37. Thanks for dropping in from across the pond 🙂 RT @AshBeetson #QBOchat Hi everyone. Unfortunately I can’t stick around, (8pm UK time)
  38. @AshBeetson You too! Enjoy your Thursday evening. Hope to see you around soon! #QBOchat
  39. Q1: What should we know about #QuickBooks Online’s new look? #QBOchat
  40. There’s a new look?! 🙂 RT @QBOchat Q1: What should we know about #QuickBooks Online’s new look? #QBOchat
  41. Has anyone had their clients see the #qbo update in colors yet? feedback? #qbochat
  42. A1. We simplified the color palette & adjusted fonts/ font sizes to help direct you toward what is important. #QBOChat
  43. @JoeManz So far so good. I love the colors for the vendor and customers section. Banking section now has the bolded numbers. #qbochat
  44. Nicole checking in from XTBills in Plano, TX! Sorry I’m late today… busy with demos 🙂 #qbochat
  45. A1. If you haven’t been updated yet, you will be soon. We are working on rolling the changes out to all. #QBOChat
  46. @CathyIconis The team is “kinda” here. I’m working in a cafe while the team works remotely from their cozy home. #WinterIsHere #QBOchat
  47. #qbochat Ian from Karbon here everyone continuing the discussion from last week. Happy to chat all things processes and practice growth!
  48. A1. The Quick Create + menu has moved to the upper right, next to the Search and Gear. #QBOChat
  49. @schultetonya Gotta wait till Tuesday… avoiding spoilers like the plague… #qbochat
  50. A1 most of my clients seem OK with it. I think things are more visible on smaller screens.
    #qbochat
  51. Set up a client with new payroll for 6 employees today, seemed less tedious with the new color scheme, and yes, much more readable #qbochat
  52. A1. On homepage, new P&L bar chart includes downloaded bank transactions yet to review. Becomes solid as you accept them. #QBOChat
  53. A1: It’s cleaner and more streamlined. Plus sign moved to the right. #qbochat
  54. A1. New QBO accounts will have set up guidance on homepage, including encouragement to work with a Pro! 🙂 #QBOChat
  55. Welcome! RT @ian_vacin #qbochat Ian from Karbon here everyone continuing the discussion from last week.
  56. A1: One thing I like is the spinny tool for actions being moved near the gear icon. Keeps your actions near t each other #qbochat
  57. @vheckman Finally got the changes on our Accountant and client pages as of yesterday! #qbochat
  58. I had one client email me on Sunday because she thought she had broken it, I asked her how she liked it, no response yet #qbochat
  59. @BizBooksCloud oh no! It should pop up with a screen to explain that we made changes. Maybe she closed by mistake. #QBOChat
  60. and the gear icon! RT @CathyIconis @JoeManz No spinning tool! Just the plus sign. 🙂 #QBOchat
  61. I’m guessing there were a ton of hours put in by #Intuit designers looking at colors to determine which were the best for users. #qbochat
  62. @CathyIconis @JoeManz LOL! We will have to teach Joe all the terms 🙂 + is “Quick Create”! #qbochat
  63. not by mistake, clients don’t read those windows! RT @vheckman It should pop up with a screen to explain. Maybe closed by mistake. #QBOChat
  64. A1: My books now shows on the navigation bar and not as a list of clients on the homepage. #qbochat
  65. A1. We also have made improvements to ProAdvisor profile! More visibility for you. #QBOChat
  66. How are people finding the change in fonts? I like it better than color changes? #qbochat
  67. Wow, I have this Puerto Rico Tax Dept telephone hold message memorized by now #qbochat
  68. Yes overall much more readable RT @JoeManz How are people finding the change in fonts? I like it better than color changes? #qbochat
  69. That’s cool. RT @goshbookkeeping A1: My books now shows on the navigation bar and not as a list of clients on the homepage. #qbochat
  70. Q2: What are some of the recent changes to inventory in #QuickBooks Online? #QBOchat
  71. Love the new font. RT @JoeManz How are people finding the change in fonts? I like it better than color changes? #qbochat
  72. Hello from PHX, #QBOChat! Sorry for the fly- by today, finally heading back to SoCal in just a few!
  73. A2. So many! We added bundles to QBO! Group items as a bundle & easily add multiple items to a transaction. #QBOchat
    #qbochat
  74. A2. Similar to Groups in DT. Bundle can be given a name, SKU, Sales Information. Total price of all items = price of bundle. #QBOchat
  75. A2. You can control whether the bundle items appear as a group or as individual items on sales forms. #QBOChat
  76. I definitely love the bundles feature! RT @schultetonya: @JoeManz Really liking that new matchmaking feature! #qbochat
  77. @BizBooksCloud At what point do you start to wonder if they’re ever going to talk to you? #qbochat
  78. How many of you proadvisors use inventory in QBO now? #qbochat
  79. A lot less than 2 hours! RT @AeroWorkflow @BizBooksCloud At what point do you start to wonder if they’re ever going to talk to you? #qbochat
  80. A2. We added Reorder Points to QBO, too! Track minimum quantity of a product you want to have on hand. #QBOChat
  81. I do with one client, but indirectly, it is controlled by another app RT @QBOchat How many of you proadvisors use inventory in QBO? #qbochat
  82. A2. With Reorder Points, Products and Services list screen now shows “Low” or “out of stock” and you can filter list. #QBOChat
  83. We don’t do much inventory. Some clients use it if they also sell retail products, but most do not as we target construction. #qbochat
  84. A2. When creating a transaction, hovering over quantity field displays quantity on hand & reorder point; low or out of stock. #QBOChat
  85. yay! RT A2. With Reorder Points, Products and Services list screen now shows “Low” or “out of stock” and you can filter list. #QBOChat
  86. @wearecollbox A snowy day in #Portland. After living in San Francisco for three years, this is a treat! #QBOchat
  87. Random – my cat just jumped into a stack of boxes and the whole thing fell on the ground. LOL! #qbochat
  88. A2. Another inventory update in QBO: You can now easily select items and add to Purchase Order in batch. #QBOChat
    #qbochat
  89. @JoeManz trying to see how many frequent flyer miles on Interstate 10 I can rack up in 4 days. Up to about 500 so far! ? #QBOChat
  90. @wearecollbox @avalara Thank goodness for fandango! (And the weather in Phoenix……..) 😉 #qbochat
  91. Wow, and calling them back it rings a few times and hangs up #qbochat
  92. @CathyIconis Haha silly cat! Hope there wasn’t anything important in the boxes! #qbochat
  93. @vheckman That sounds cool!! Do we get to see that on the webinar tomorrow? #QBOchat
  94. @expensify @wearecollbox Speaking of snow… @Lewis206Steve who works with us says it snowed in Seattle, too! Crazy! #qbochat
  95. Q3 is up now! There is still time to join our twitter chat covering recent updates to QuickBooks Online! #qbochat
  96. Yes! Definitely! RT @CathyIconis: @vheckman That sounds cool!! Do we get to see that on the webinar tomorrow? #QBOchat
  97. Q3: What are the recent enhancements to invoicing and sales transactions in #QuickBooks Online? #QBOchat
  98. A1: Digging the new interface, glad to see they took some queues from @wearecollbox design :O Much more INTUITitive #qbochat
  99. A3. My favorite topic! Recurring Transactions in QBO now have options to pause, skip next date. You can also duplicate them. #QBOChat
  100. I’m at a property management company cleaning up QBO and talking to them about @Hubdoc #qbochat
  101. A3. In QBO, You can now make changes to form settings within many transactions. Click Gear in upper right. #QBOchat
  102. A3. I love this because you don’t have to close what you are doing to make a field like “discount” appear. #QBOChat
  103. @expensify At least you have some pretty snow to go with that cold! Just cold and getting colder in Dallas! #qbochat
  104. @qbexpertchicago @Hubdoc Are they excited about pulling docs for all the different properties? #QBOchat
  105. @qbexpertchicago @Hubdoc Mark – I’d like to hear your ideas on using QBO for property management. I have a client interested. #qbochat
  106. A3. You can now customize what the email reminder from QBO says, in Settings. Can also send reminders in batch! #QBOchat
  107. @KevinLStephens it’s been beautiful all week – just heard it’s raining in LA, must get back to MY desert STAT! Hope MTV was great! #QBOChat
  108. @vheckman will those form changes be saved for the future or just that transaction? #QBOchat
  109. Saved for future. RT @JoeManz: @vheckman will those form changes be saved for the future or just that transaction? #QBOchat #qbochat
  110. @vheckman Is there any future plan to add customization for emailing reports to company settings in QBO? #qbochat
  111. @wearecollbox Ugh, stay warm over there! I’ll be flying through Dallas soon, very thankful for lack of inclement weather. #QBOchat
  112. @Kimtuitive @qbexpertchicago @Hubdoc back in my audit days, we worked in Chicago on a REIT – 2 Februarys in a row. #QBOchat
  113. How do most of you like hearing about updates to #QBO? Webinar, emails – having them just show up ?? #QBOchat
  114. A3. Adding billable time/ expense to Invoice, you can now filter by date/ type of item in the drawer. Can group time by service #QBOChat
  115. @goshbookkeeping @vheckman For scheduled or one time email? Reports emailing out on a schedule can have a custom email body. #qbochat
  116. @QBOchat Ability to set a default message for sending management reports and any other reports in the system. #qbochat
  117. @JoeManz I personally love that #QBOchat is doing this twitter chat and tomorrow’s webinar. #biased
  118. Emails! no time for more webinars! RT @JoeManz How do most of you like hearing about updates to #QBO? Webinar, emails?? #QBOchat
  119. @vheckman It could be for both. Management reports right doesn’t have a way to change the title that shows in the subject field. #qbochat
  120. I am signed up, but… RT @CathyIconis @JoeManz I personally love that #QBOchat is doing this twitter chat and tomorrow’s webinar. #biased
  121. A4. New Reconcile is in QB Labs!! So excited. Has anyone tried it yet? #QBOchat
  122. I tried it once, was rushed and couldn’t figure it out, will go back RT @vheckman A4. New Reconcile is in QB Labs! Anyone tried it? #QBOchat
  123. A4. New Reconcile in QB Labs has a new layout, with History and Reports at top of page as its own tab. #QBOChat
  124. A4. New Reconcile in QB Labs, You toggle between payments and deposits or view all together. Checkboxes are on right now. #QBOChat
  125. Okay. Have to get back to work. This is always fun, but gotta head out! Thanks @CathyIconis and @QBOchat and @vheckman! Good stuff! #qbochat
  126. A4. New Reconcile in QB Labs has more filtering and search options. Text box to search things like memo 🙂 #QBOChat
  127. A4. Personal fave: New Reconcile in QB Labs has discrepency report for viewing edited transactions affecting the account. #QBOChat
  128. I could use both if you don’t mind 🙂 RT @MikeIconis So do we need milk or eggs? ? #qbochat
  129. A4. Remember when you turn things on in QB Labs, they are on for that client for all users in the file. #QBOChat
  130. Hey @vheckman since last week on #QBOchat @ian_vacin was called out on it – are you behind or just ahead for next year’s @Intuit Connect?
  131. I wish I didn’t have to undo clients’ botched up reconciliations for them 🙂 #qbochat
  132. Import Style, Accountant Templates, PaybyCoin RT @QBOchat: @vheckman Anything else in labs that we should look at? #qbochat
  133. Q5: What updates have there been to the #QuickBooks mobile apps to help small business users? #QBOchat
  134. RT @vheckman Import Style, Accountant Templates, PaybyCoin RT @QBOchat: @vheckman Anything else in labs that we should look at? #qbochat
  135. A5. Way more visibility around invoice tracking in mobile QBO app. When you last sent it, customer last saw it, current status #QBOChat
  136. A5. Dashboard improvements in mobile app. Cleaner look and feel to match the new homepage in the browser. #QBOChat
  137. A5. On iOS QBO mobile app, you can now import contacts from your device. Get customer info into QBO easily. #QBOchat
  138. @vheckman speaking of mobile app – any plans to add a transfer option between accounts on it? #QBOchat
  139. A5. I love getting notifications on my phone now when people pay via @QuickBooks Payments. #QBOchat
  140. Always new apps! Go to  https://apps.intuit.com , scroll to newest! RT @JoeManz: Any new integrations or apps with #QBO?? #QBOchat
  141. A5. Android has updates to QBO bank feeds. I love seeing people on public transportation categorizing transactions on the go! #QBOChat
  142. Just a few minutes left for this week’s #QBOchat. What is your favorite take away?
  143. @JoeManz I don’t do transfers, as they mess up BS by class, I do an expense or deposit with the other account as the target #qbochat
  144. Love that we can now accept ACH for free and no more $0.50 per transaction. #qbochat
  145. @QBOchat Thanks for hosting another great hour of #QBOchat. Looking forward to next week! Have an awesome weekend everyone.
  146. When your flight is delayed JUST enough for you to stay in #QBOChat the whole time! ? #Winning now, quick, HIDE! ?
  147. @CathyIconis @QuickBooks Do you also use the receive funds via ACH in #QBO ? There is now no fee for this? #QBOchat
  148. Favorite take away – Love the reminders and pause/duplicate for reoccurring transactions. #qbochat
  149. Have a great weekend everyone! Stay warm and safe! #qbochat
  150. @JoeManz You mean in the bank feed? That’s there today. Or entering manually? #qbochat
  151. @QBOchat Sounds like these QBO updates are a success! Thanks everyone! Out next week, so Merry Christmas everybody! #qbochat
  152. Hope to see some of you tomorrow to show this stuff in action! Great chatting with everyone! #QBOChat
  153. We’ll have a webinar tomorrow covering all the new updates in demo. Here is the link to register –  https://attendee.gotowebinar.com/register/9200577340512177154  #QBOchat
  154. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us!
  155. Next week we’ll be sharing how to get through the holidays. Schedule it on your calendar now! #QBOchat
  156. Thank you @vheckman for being such an awesome resource for all of us!! #qbochat
  157. So long – getting back to making sure accountants know about all that #QBO can do to transform their firms & their client’s lives #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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