12/19/13 Year End Tasks

QuickBooks Online Tweet Chat – Year End Tasks

QuickBooks Online Tweet Chat – Year End Tasks

12/19/2013 #QBOchat Transcript

  1. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and your plans for the holidays.
  2. Today we are talking about wrapping up 2013. What are your plans for your business? #QBOchat
  3. Meredith here! NYC! Headed to see the fam in TX and escaping this cold weather :p #qbochat
  4. I’m here in the #ATL and looking forward to family time next week. #qbochat
  5. @IconisGroup wrapping up 2013 is going to be all about planning 2014 here! Big year ahead! #qbochat
  6. @fundinggates Is it ever done? I think so, but the hubs is pushing for more. #qbochat
  7. Here are a few tips on all types of housekeeping for your business at year-end from @OPENForum. #QBOchat
  8. Haha!! Is there anyone else out there joining us for #qbochat?
  9. David Leary | Developer Evangelist | Intuit Partner Platform | Tucson AZ #QBOchat
  10. It’s good to see you as always. RT @davidleary David Leary | Developer Evangelist | Intuit Partner Platform | Tucson AZ #QBOchat
  11. Next time Brent… RT @KeepingBooksCC #qbochat I will have to catch the transcript
  12. How’s work @steffmcguire? Are you joining us for #qbochat today?
  13. @CathyIconis It’s going OK …Is anyone on #QBOchat using QBO to budget their holiday shopping?
  14. Q1: What are some of your common tasks to wrap up your books at year-end? #QBOchat
  15. @davidleary We got an @Amex giftcard from my hubs’ office and we were able to add it to the download area. #trackinggifts #qbochat
  16. Does that say QBO evangelist or what? —> RT @CathyIconis @davidleary I have my personal finances on @QBOnline now #qbochat
  17. Welcome!! RT @tsheets Hello everyone! Greetings from @tsheets headquarters! #qbochat
  18. We are starting to wrap up our clients’ books. Anyone else? #qbochat
  19. YEAH! AWESOME! HAPPY DANCE! RT @CathyIconis @tsheets Welcome! I’m wearing your shirt!! #qbochat
  20. It is very nice too! The color of red is lovely. RT @CathyIconis @tsheets Welcome! I’m wearing your shirt!! #qbochat
  21. RT @CathyIconis We are starting to wrap up our clients’ books. Anyone else? #qbochat
  22. Year end is a good time to go through vendor and client lists to make sure they are active contacts. #QBOChat
  23. Download all your year-end statements from your banks and credit cards to keep on file. #QBOchat
  24. Who knows what we’ll come up with next!? πŸ™‚ Everyone needs a @tsheets wardrobe! RT @CathyIconis @tsheets I love the red!!! #qbochat
  25. RT @CathyIconis How’s work @steffmcguire? Are you joining us for #qbochat today?
  26. A1: We like to do a deep-dive into transactions for our clients at year-end #qbochat
  27. Hi guys! In the middle of about 5 different things right now, so not sure how involved I can be today. Thanks for the shout out! #qbochat
  28. @tsheets I’m still waiting on the onesie. Sophie is hitting 1 Jan 5th. #qbochat
  29. Well @tsheets own @JessieMBryant is getting married NYE! Party time! RT @CathyIconis What else are you doing for Xmas? #qbochat
  30. @Accounting6irl No problem, is it anything to do with year-end? That is what we are chatting about! #qbochat
  31. @tsheets that is awesome! Congrats @JessieMBryant. Also, officially the best day to having a wedding… #qbochat
  32. @tsheets You guys are in a state that doesn’t deliver alcohol too, right? #qbochat
  33. 1 already?! She just might be ready to handle one! RT @CathyIconis @tsheets I’m still waiting on the onesie. #qbochat
  34. πŸ™‚ β™₯ RT @fundinggates @tsheets that is awesome! Congrats @JessieMBryant. Also, officially the best day to having a wedding… #qbochat
  35. Q2: What are some of your favorite tools within @QBOnline to help you wrap-up the year? #QBOchat
  36. @CathyIconis #QBOChat – Speak to you all next week! Happy Holidays!
  37. @QBOnline for Accountants lets you see any changes to previous reconciled items. #TimeSaver #QBOchat
  38. A2: My favorite tool is having our ProAdvisors look at the books for our clients in @QBOnline #qbochat
  39. I would second this RT @CathyIconis A2: My favorite tool is having our ProAdvisors look at the books for our clients in @QBOnline #qbochat
  40. Join the #qbochat happening right now! Just include #qbochat in your tweets to join the conversation!
  41. Thank you! RT @rabshaka21 That’s great!! What a romantic way to bring in the NY! @tsheets @JessieMBryant @CathyIconis #QBOChat
  42. RT @IntuitAccts Join the #qbochat happening right now! Just include #qbochat in your tweets to join the conversation!
  43. .@QBOnline for Accountants lets you see any changes to previous reconciled items. #TimeSaver #QBOchat
  44. A2: Let’s also shout-out to the third-party apps that make accounting easier in @QBOnline@tsheets, @TransactionPro @fundinggates #qbochat
  45. RT @tsheets Companies look to bring changes to payroll and time tracking processes for the new year. It’s busy here at @tsheets! #qbochat
  46. @tsheets I know a lot of businesses change payroll the beginning of the year – but good to get new systems too! #qbochat
  47. It’ll be a great point for Jan 3rd when we talk about starting off the year right! #qbochat
  48. RT @CathyIconis It’ll be a great point for Jan 3rd when we talk about starting off the year right! #qbochat
  49. Same as @tsheets, we’ve been helping a flood of new users. I think many are wrapping up 2013, noticing all the AR on their books. #qbochat
  50. β™₯ RT @fundinggates Let’s also shoutout to 3rd-party apps that make accounting easier in QBO @tsheets @TransactionPro @fundinggates #qbochat
  51. Take a look at the Company Snapshot to see how you did versus last year. #QBOchat
  52. Is anyone have clients worried about Healthcare in 2014? And, how do you help? #qbochat
  53. RT @CathyIconis Is anyone have clients worried about Healthcare in 2014? And, how do you help? #qbochat
  54. @CathyIconis not dancing for two weeks! ;-)… But there will probably be rehearsals.. Competitions start end if January #QBOchat
  55. A2: Definitely use @fundinggates to help stay on track of A/R and lower your collection rate. #qbochat
  56. @CathyIconis Y-E-S. I have some a Ebook I send them from another QB ProAdvisor. Also, Bruce McFarland’s Google Hangouts are good. #qbochat
  57. RT @CathyIconis A2: Definitely use @fundinggates to help stay on track of A/R and lower your collection rate. #qbochat
  58. RT @fundinggates RT @CathyIconis A2: Definitely use @fundinggates to help stay on track of A/R and lower your collection rate. #qbochat
  59. RT @fundinggates RT @CathyIconis A2: Definitely use @fundinggates to help stay on track of A/R and lower your collection rate. #qbochat
  60. @davidleary Competitions?! So what is new in @ippdev land? Anything good for year-end? #qbochat
  61. Q3: What are some tips & tricks to help trouble-shoot any issues you find in @QBOnline? #QBOchat
  62. @fundinggates I love your product!! Just need to get more clients so I can share more, just like @tsheets #qbochat
  63. We are all ears over here… RT @CathyIconis @davidleary Competitions?! So what is new in @ippdev land? Anything good for year-end? #qbochat
  64. We’ll help! RT @CathyIconis @fundinggates I love your product!! Just need more clients so I can share more, just like @tsheets #qbochat
  65. Activity Log! RT @IconisGroup Q3: What are some tips & tricks to help trouble-shoot any issues you find in @QBOnline? #QBOchat
  66. Use the Profit & Loss or Balance Sheet reports as jumping points to dive into more detail of accounts. #QBOchat
  67. Merry Christmas #QBOChat friends! Just jumping in. What did I miss? πŸ˜‰
  68. @CathyIconis I have a feeling 2014 will be a great year for you and company :). #qbochat
  69. Accountants & @CathyIconis Do you have goals of switching more clients to the cloud in 2014? #qbochat
  70. Welcome Marnie! RT @MarnieStretch Merry Christmas #QBOChat friends! Just jumping in. What did I miss? πŸ˜‰
  71. Hi Marnie!!! β™₯ RT @MarnieStretch Merry Christmas #QBOChat friends! Just jumping in. What did I miss? πŸ˜‰
  72. @MarnieStretch We missed you!!!! Welcome!! Tell us about your year-end tips! #qbochat
  73. RT @tsheets Accountants & @CathyIconis Do you have goals of switching more clients to the cloud in 2014? #qbochat
  74. View the activity log to see any changes to transactions or get a listing of voided & deleted transactions. #QBOchat
  75. @rabshaka21 How far are you from your goal? Think you could get everyone in the cloud in 2014? #qbochat
  76. @CathyIconis just a lot of work for @ippdev developers to prepare for bigger “harmony” rollout. #QBOchat
  77. We have a few potential leads where we’d help suggest the best @QuickBooks product for their situation. #qbochat
  78. @tsheets @CathyIconis I’d like to, but there are some pretty perplexing GST/HST issues in Canada that needs to be worked out #QBOChat
  79. RT @davidleary @CathyIconis just a lot of work for @ippdev developers to prepare for bigger “harmony” rollout. #QBOchat
  80. How many of you are using QBO for your own books? And do you do your books on more than one platform as research? #QBOChat
  81. Review the A/R Aging or A/P Aging to find any unapplied deposits or vendor payments. #QBOchat
  82. Make sure to include enough detail in your transactions to ensure the books can stand on their own without question. #QBOchat
  83. This is a big one! RT @IconisGroup Review the A/R Aging or A/P Aging to find any unapplied deposits or vendor payments. #QBOchat
  84. RT @IconisGroup Review the A/R Aging or A/P Aging to find any unapplied deposits or vendor payments. #QBOchat
  85. This was something I learned about this week. @CathyIconis Expect to see some odd descriptions @IconisGroup #QBOChat
  86. @rabshaka21 @tsheets @CathyIconis We charge tax to customers & get to deduct the tax we pay on purchases. There are many glitches #qbochat
  87. RT @IconisGroup Make sure to include enough detail in your transactions to ensure the books can stand on their own without question #QBOchat
  88. helping hubby w/ impromptu jacuzzi repair, missing #qbochat πŸ™ #wearsmanyhats
  89. Q4: What are some of the most important accounts to review when closing the books in @QBOnline? #QBOchat
  90. @davidleary I had a great chat with the guys from @GetJobber this week! Thanks for the intro! #qbochat
  91. The Balance Sheet! RT @IconisGroup Q4: What are some of the most important accounts to review when closing the books in @QBOnline? #QBOchat
  92. @MarnieStretch I can’t use QBO for my own books as my staff have the login to work in our clients’ files as accountant #QBOChat
  93. You should definitely go through your open invoices at year-end and try to collect #QBOchat
  94. @BalanceSheetsCA @MarnieStretch And I’m the accountant on the home account and my husband is the user – we are on Simple Start #qbochat
  95. @davidleary is that about to filled with christmas gifts for the kids? #qbochat
  96. RT @IconisGroup You should definitely go through your open invoices at year-end and try to collect #QBOchat
  97. A great way to reduce tax liability is to get all your bills paid before year-end. #QBOchat
  98. @fundinggates yeah our jacuzzi broke a week ago, waited for the motor to come in, it’s been cold and I miss it #qbochat #firstworldproblems
  99. @IconisGroup @QBOnline A4: I send a lot of 1099s. Making sure they’re all the correct amounts right now before sending them. #QBOChat
  100. Awesome! RT @MrScottClark A4: I send a lot of 1099s. Making sure they’re all the correct amounts right now before sending them. #QBOChat
  101. Yay!!!! RT @tsheets Stop the presses! I just received a Christmas card from @CathyIconis & @rabshaka21 #HAPPY #QBOCHAT
  102. @CathyIconis @MarnieStretch Two logins is an option but user permissions R essential. Activity log shld say who within org entered #QBochat
  103. Ours made it on the fridge! RT @tsheets Stop the presses! Just received a Christmas card from @CathyIconis & @rabshaka21 #HAPPY #QBOCHAT
  104. Look at expense accounts related to technology and office supplies for possible items that should be capitalized instead. #QBOchat
  105. @CathyIconis @QuickBooks but they give lots of training. Not at $125/hour. I’m very tech savvy so if I couldn’t get it… #qbochat
  106. @JHeatherington just walked in w/it! RT @rabshaka21 We timed it perfectly so that it would get there during #QBOChat! @tsheets @CathyIconis
  107. We tried to send out Christmas Cards to people we had addresses for – if you didn’t get one, we need your address!! #qbochat
  108. RT @IconisGroup Look at expense accts related to technology & office supp. for possible items that should be capitalized instead. #QBOChat
  109. @BalanceSheetsCA I really liked Capsule CRM for it’s simplicity…doesn’t integrate though #qbochat
  110. @BalanceSheetsCA I am too and had a ton of issues – just getting there and I am certified!! #qbochat
  111. Get your vendors’ information for 1099’s to get ahead of the January rush! #QBOchat
  112. @fundinggates @BalanceSheetsCA We still don’t have a great system. Question of how much do you use for a small firm. #qbochat
  113. Q5: What would you LIKE to do before the end of the year that you don’t normally get around to doing? #QBOChat
  114. We just sent him some @tsheets shirts! RT @CathyIconis We should have sent a card to @IntuitBrad! #qbochat
  115. @CathyIconis Just ‘Canada’ will do…Canada Post will know what to do. Hahaha! Just joking πŸ˜‰ #qbochat
  116. Missing another great #qbochat I am sure! Busy helping clients save money by doing tax projections.
  117. @CathyIconis @BalanceSheetsCA I love how simple Capsule was…it wasn’t quite robust enough for us, but I wish it was πŸ™ #qbochat
  118. One easy way to track receipts is to attach them to your transactions in @QBOnline or use @billcom #QBOchat
  119. RT @accountingpeace Missing another great #qbochat I am sure! Busy helping clients save money by doing tax projections.
  120. Welcome!! RT @TransactionPro Hi everyone been a busy day here in New Hampshire #qbochat
  121. What VCONs and shows is everyone planning to attend in 2014? #qbochat
  122. A5: We want to find a good 1099 product to get those suckers done in January! #qbochat
  123. I was doing a tech support today and my puppy kept barking I could not get him to be quiet #qbochat
  124. On my list 4 sure! RT @CathyIconis A5: We want to find a good 1099 product to get those suckers done in January! #qbochat
  125. @IconisGroup A5 I try to get those misc. transactions in the right accounts. Makes the P&L more friendly to look over. #QBOChat
  126. @MarnieStretch We got a dogloo for our sled dog a long time ago – he didn’t like it much. #qbochat
  127. @tsheets @CathyIconis no, but I did tweet about the card I did get a few days ago #QBOchat
  128. We’ll be there! How about you @fundinggates? RT @CathyIconis @tsheets I’m hoping to make it to Scaling New Heights!! #qbochat
  129. RT @MrScottClark @IconisGroup A5 I try to get those misc. transactions in the right accounts, makes the P&L more friendly. #QBOChat
  130. A5: I will have to look we do not have to send many we did it via a web service last year was easy
    #qbochat
  131. Now would be a good time to check the tax form mapping in @QBOnline #QBOChat
  132. @tsheets @CathyIconis Whoops just saw. Yes, looking forward to catching up with you guys! #qbochat
  133. Considering sponsoring AVcon too! Let’s talk! RT @fundinggates @tsheets we’ll be at the accounting Vcon and SNH! You guys? #qbochat
  134. @CathyIconis Once the ice melts a little more I will have to go to our box to check for Christmas Cards #qbochat
  135. A5: It just gets soo busy at year-end and the beginning of the year. That is our busiest time of year! Just hope to stay ahead. #qbochat
  136. Now is a good time to consider converting those contractors to official employees #KnowTheDifference #QBOChat
  137. @CathyIconis do you know if there is a way in classic QBO to search for an account name in the chart of accounts? #qbochat
  138. And, I hope we can find some more clients to help! People are usually shopping for accountants now. #qbochat
  139. @TransactionPro nope – just export the list to excel and do the search there #qbochat
  140. THE @CathyIconis is an AMAZING ACCOUNTANT! RT @CathyIconis People are usually shopping for accountants now. #qbochat
  141. We are taking a break next week to recover from Christmas, but we will be back on January 2nd. #QBOchat
  142. RT @tsheets THE @CathyIconis is an AMAZING ACCOUNTANT! RT @CathyIconis People are usually shopping for accountants now. #qbochat
  143. @CathyIconis We’ll be keeping this in mind as we’re combing through our users’ books… #qbochat
  144. Yep! RT @CathyIconis A5: It just gets so busy at year-end and the beginning of the year. Just hope to stay ahead. #QBOChat
  145. RT @tsheets THE @CathyIconis is an AMAZING ACCOUNTANT! RT @CathyIconis People are usually shopping for accountants now. #qbochat
  146. I hope to fit in the new QuickBooks Online certification next week #qbochat
  147. Merry Christmas everyone! Take time to enjoy the magic! #qbochat
  148. We’ll be extending this discussion on 1/2 with a #QBOchat on Getting the Year Started Off Right.
  149. Have a wonderful holiday everyone!! Looking forward to catching up in the New Year! #qbochat
  150. Remember to sign up for weekly email reminders for #QBOchat and get links to previous transcipts.  http://qub.me/vkFHO0 

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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