12/5/13 Q&A

QuickBooks Online Tweet Chat – QBO Q&A

QuickBooks Online Tweet Chat – QBO Q&A

12/5/2013 #QBOChat Transcript

  1. Welcome everyone to our weekly #QBOchat. Please introduce yourselves to the group -> Name, location and yrs using @QBOnline.
  2. I’m Rebecca, almost CPA, 1 year officially using QBO
    in Atlanta #qbochat
  3. David Leary | Developer Evangelist | Intuit Partner Platform – Tucson (which is freezing BTW) #QBOchat
  4. Cathy Iconis here in my jammies with a cold and ready for a nap. TMI? #qbochat
  5. Yes, and I also did my advance proadvisor cert this week, pumped about that #qbochat
  6. yeah @KeepingBooksCC, we sent you our cold weather. It’s 71 here today! #qbochat
  7. Hey everyone! Jessi here from NJ, owner of taxgrl LLC…using QBO ~2007ish-2010, and back again in 2013! #qbochat
  8. Cindy Schroeder Bright Bookkeeping Using QBO over a year #qbochat
  9. Everyone should know that David is doing a marathon – this weekend? #qbochat
  10. Passed my QB 2014 and QBO recertification this week. #qbochat
  11. Yeah heard from a customer than QBO is down…same for you @ShayCPA? #qbochat
  12. Only a 1/2. RT @CathyIconis Everyone should know that David is doing a marathon – this weekend? #qbochat
  13. I wasn’t planning on joining today with projects on deadline, but since QBO is down… #qbochat
  14. YES, QBO is down ๐Ÿ™ …obviously we are working on it. #QBOchat
  15. Trying tweetchat now. Wasn’t there an update done last night on @QBOnline? #qbochat
  16. I think my twubs may be working again… no more probs please!? #qbochat
  17. So where was everyone today when @QBOnline went down? Or what were you doing? #qbochat
  18. It kicked all our QBO connections RT @CathyIconis Trying tweetchat now. Wasn’t there an update done last night on @QBOnline? #qbochat
  19. I lost vision of the chat. Something is freaking out today! #qbochat
  20. #qbochat in QBO how can you see what the actual journal entry is for a transaction? Is there a control y type feature?
  21. @davidleary awesome onthe 1/2! Good luck! It must be race weekend, I’m doing my very first 10K and I’m excited! ๐Ÿ™‚ #qbochat
  22. I’m in in the middle of deadlines, so this is not a welcomed break. Silly QBO #qbochat
  23. @BrightBooks there should be a link to the transaction journal at the bottom of the page #qbochat
  24. @CathyIconis mine either ๐Ÿ™ wish everyone had a status page so I didnโ€™t go into 3 browsers to check! use @statusio [shameless plug] #qbochat
  25. @CathyIconis mine either ๐Ÿ™ wish everyone had a status page so I didnโ€™t go into 3 browsers to check! use @statusio [shameless plug] #qbochat
  26. Did QBO go down JUST so we would have such high attendance for #qbochat today!? Who should I thank? ๐Ÿ™‚
  27. It is seriously strange that I am in QBOA right now. Is everyone else still having issues with @QBOnline? #qbochat
  28. You too, which one are you doing? RT @davidleary @rabshaka21 Good luck, and have fun! #QBOchat
  29. @CathyIconis I was in the middle of something and got kicked out. Lucky you! #qbochat
  30. I’m going to try to break it by updating my bank download. #qbochat
  31. @CathyIconis I just tried logging in to QBOA, I finally pulled up a company but it was VERY slow
    #qbochat
  32. @CathyIconis I talked to support, they said it is a “partial outage” #qbochat
  33. Does anyone else watch the Intuit Community board for @QBOnline questions? #qbochat
  34. That makes sense. RT @KeepingBooksCC @CathyIconis I talked to support, they said it is a “partial outage” #qbochat
  35. I was on with support & they said they’re working on it. Hopefully within the hour, fingers crossed #qbochat
  36. Waiting to see how many calls I get from clients freaking out! #qbochat
  37. That shows the difference between using locations and classes in @QBOnline. Locations don’t go to line items. #qbochat
  38. Let us know the final tally! RT @Accounting6irl Waiting to see how many calls I get from clients freaking out! #qbochat
  39. Even though I swear I heard you could do that somehow. #qbochat
  40. RT @Accounting6irl I was on with support & they said they’re working on it. Hopefully within the hour, fingers crossed #qbochat
  41. @rabshaka21 Yeah, it would be nice to have the option to line item the location #qbochat
  42. Everyone knows it is open Q&A today, right? What questions does everyone have? #qbochat
  43. I love how the first 1st question on community is “is QBO down?” #QBOChat
  44. RT @CathyIconis Everyone knows it is open Q&A today, right? What questions does everyone have? #qbochat
  45. What is the keyboard shortcut to pull up the manual upload of bank transactions? Using the .qbo file from the bank? #qbochat
  46. @davidleary I always love IPP’s status page, kept wishing QBO would have one itself…at least can use IPP’s for now to check #qbochat
  47. Everyone is so wrapped up with @QBOnline being down we aren’t even getting any other questions out! #qbochat
  48. @jazfun Are you going to be around for some #QBOChat filler? It’s Q&A! What questions are going on out there in PHX? #QBOChat
  49. question: best cash flow forecasting tool (daily) for QB Mac & QBO?  http://Bill.com ? #qbochat
  50. Well the status saying it is down and my inability to access it conincide perfectly ๐Ÿ™‚ #qbochat
  51. Has anyone here tried BodeTree? RT @taxgrl question: best cash flow forecasting tool (daily) for QB Mac & QBO? #qbochat
  52. @taxgrl I don’t really use @billcom for forecasting since I don’t use it for receivables #qbochat
  53. @taxgrl I do need to get more comfortable with that cashflow tool #QBOChat
  54. Any tips when setting up merchant services for clients? #QBOChat
  55. @fundinggates @taxgrl I still want to use @BodeTree but they aren’t working with @QBOnline yet. They are with @Xero though. #qbochat
  56. @ShayCPA Depends on what version of @QBOnline they have and what they want to do. #Intuit has confused us all on the options. #qbochat
  57. @IconisGroup @QBOnline Alison Ball – general accountant geek. Just back from a two year adventure with British accts and geeks. #qbochat
  58. Thanks, I’ll have to check out @BodeTree, looks like for now all QB Mac options will be manual, no integration ๐Ÿ™ #qbochat
  59. #qbochat can we reclass the vendors and the classes at the same time in QBOA? #classquestion
  60. @jazfun I didn’t know you could reclass vendors. Can you? #qbochat
  61. @CathyIconis @QBOnline Yeah – the pricing as well is puzzling depending upon if you are a ProAdvisor, or part of the program… #qbochat
  62. Yes, because Intuit still keeps it as the poor stepchild RT @fundinggates @taxgrl It’s very hard to integrate with QB Mac ๐Ÿ™ #qbochat
  63. @fundinggates @taxgrl you could integrate with @QBOnline and get access to Mac Customers that way? #qbochat
  64. @ShayCPA send us an email and we can forward you to our contact at #Intuit that helps us with pricing. She can figure it out. #qbochat
  65. Yes definitely, I wish I had Xero clients! RT @CathyIconis @KeepingBooksCC Ehh, I have to be flexible, right? #qbochat
  66. I don’t think you can reclass vendors themselves. You can reclass their transactions #qbochat
  67. RT @Accounting6irl I don’t think you can reclass vendors themselves. You can reclass their transactions #qbochat
  68. @CathyIconis no that is whishful thinking!! But great question from the class #classquestion #qbochat
  69. @jazfun Now, I did get to try @TransactionPro‘s deleter the other day for @QBOnline. It was super slick. #qbochat
  70. @jazfun Now, I did get to try @TransactionPro‘s deleter the other day for @QBOnline. It was super slick. #qbochat
  71. Anyone else realize that IPN doesn’t accept Amex? They will once we can get migrated to the new version. I thought it was strange. #qbochat
  72. I love being able to easily reclassify things. My clients go nuts when they see it in action, too. #qbochat
  73. @ShayCPA Every Thursday at 3PM Eastern. Sometimes we have topics, but nothing special today. Just catching up after Thanksgiving. #qbochat
  74. @alisonatintuit @taxgrl @QBOnline Very true. It’s just for those on the desktop Mac version that it’s hard #qbochat
  75. @CathyIconis didn’t know that. That’s nuts considering how many businesses use AMEX #qbochat
  76. By the way, I’m sitting here eating chips so I won’t cough. I hate colds. #qbochat
  77. @alisonatintuit they were waiting for the API to open up and allow to pull balances off of the balance sheet #qbochat
  78. @CathyIconis My house has been full of sickies for the last week. Feel better! #qbochat
  79. @rabshaka21 Eating or drinking keeps me from feeling the tickle in my throat #qbochat
  80. I like -> RT @Accounting6irl I love being able to easily reclassify things. My clients go nuts when they see it in action, too. #qbochat
  81. @Accounting6irl what would you reclass a vendor to? A customer? I am not getting it… #qbochat
  82. OIC, feel better soon ๐Ÿ™ RT @CathyIconis @rabshaka21 Eating or drinking keeps me from feeling the tickle in my throat #qbochat
  83. I think anyone can undo them now with harmony version RT @jazfun #qbochat can you unreconcile?
    #cloudlearning YES only in QBOA click UNDO!
  84. I love the links, but I know the limits sometimes causes issues for our users RT @CathyIconis Anyone else have issues with IPN? #qbochat
  85. @alisonatintuit Someone asked about reclassifying vendors. It would be nice to be able to easily change a cust to a vendor, etc, #qbochat
  86. @KeepingBooksCC I am curious to see what more options will be in harmony. I just need to get migrated!! #qbochat
  87. @Accounting6irl Ahh! That makes sense. But do you need to do that on a large scale? #qbochat
  88. ditto! RT @CathyIconis @KeepingBooksCC I am curious to see what more options will be in harmony. I just need to get migrated!! #qbochat
  89. @Accounting6irl @alisonatintuit yeah, I’m not getting this either. I understand reclassifying Expenses but not VENDORS #qbochat
  90. @Accounting6irl I would merge all those wrong names into one, then add the new ones as the correct type. #qbochat
  91. It’s good that @QBOnline never really deletes anything, but that can also be bad when working with names – or b/s accounts #qbochat
  92. Sorry we are late! Just finished a demo. How’s it going?
    #qbochat
  93. @Accounting6irl ahh. Is the something that happens often? that a client would set up a new customer accidently as a vendor? #qbochat
  94. It doesn’t happen often, but enough that it would be a nice feature #qbochat
  95. @alisonatintuit If they are refunding a client, I’ve seen them add the client as a vendor – screws stuff up #qbochat
  96. So, next week we have Jorge joining us to chat about Intuit Tax Online. That should be fun! #qbochat
  97. @CathyIconis can you email me the issues you are having? I can get them to the right people #qbochat
  98. Or if a vendor refunds them, that vendor gets added as a client #qbochat
  99. @alisonatintuit I’ve been working with someone. Just reading the email and thought of it. #qbochat
  100. Thinking of switching tax software – how good is the integration between ProSeries/Lacerte and QBO? #qbochat
  101. @ShayCPA You need to join us next week for Intuit Tax Online. @TxGrl loves it! #qbochat
  102. We were mentioned by @Forbes recently! ๐Ÿ™‚ But you already knew that! RT @alisonatintuit @tsheets HI! tell us something new ๐Ÿ™‚ #qbochat
  103. RT @BodeTree #qbochat be sure to check out the all new @BodeTree.  http://Bodetree.com  Lots of really cool new features AND SMB funding.
  104. @ShayCPA def check out Intuit Tax Online, works very well with QBO #qbochat
  105. RT @tsheets We were mentioned by @Forbes recently!But you already knew that! RT @alisonatintuit @tsheets HI! tell us something new #qbochat
  106. Adding new features…be on the lookout! RT @CathyIconis What is everyone busy with these days? #qbochat
  107. @CathyIconis I was interviewed by Intuit on Tuesday for the January newsletter ๐Ÿ™‚ #qbochat
  108. We’ve been doing a lot of transaction uploads and @QBOnline setups for clients. #qbochat
  109. Awesome! RT @Accounting6irl @CathyIconis I was interviewed by Intuit on Tuesday for the January newsletter ๐Ÿ™‚ #qbochat
  110. FANTASTIC! –> RT @Accounting6irl @CathyIconis I was interviewed by Intuit on Tuesday for the January newsletter ๐Ÿ™‚ #qbochat
  111. @taxgrl Me too!! #Intuit needs to do more A&A CPE so I don’t have to buy it elsewhere! #qbochat
  112. @taxgrl I finished the 2013 training – just need to pass the certification. Shh! Don’t tell anyone I’m behind. #qbochat
  113. Tell us something we DON’T know. HA! RT @davidleary Yes, I’m easily distracted! RT @CathyIconis @davidleary – Did we lose you? #qbochat
  114. @CathyIconis haha, I’ve been dying to do 2014, since that gets me the 3 consecutive years I need for Advanced finally #qbochat
  115. RT @taxgrl @CathyIconis haha, I’ve been dying to do 2014, since that gets me the 3 consecutive years I need for Advanced finally #qbochat
  116. What are some of the end of the year tips everyone shares w/ clients? #qbochat
  117. Take it as a sign of respect ๐Ÿ˜‰ RT @davidleary How come every #QBOchat turns into a roast of me?
  118. @rabshaka21 That’s what I was waiting for too, did the 2014 the first day, but the advanced was a real bear, got ‘r done though #qbochat
  119. I’m telling them to attend our webinar RT @tsheets What are some of the end of the year tips everyone shares w/ clients? #qbochat
  120. #qbochat #cloudlearning #cloudquestion accountants only reports!! Only inQBOA make sure you log in as the accountant!
  121. RT @jazfun #qbochat #cloudlearning #cloudquestion accountants only reports!! Only inQBOA make sure you log in as the accountant!
  122. @tsheets I used to share “use a qualified bookeeper or accountant to review your books before you go to the tax Acct!” #qbochat
  123. @taxgrl The Online is OK – however concerned with moments like this when there are outages… #qbochat
  124. @ShayCPA @taxgrl I’ve only had an outage 3 times that I can remember in the last year, and it’s never for the whole day #QBOChat
  125. @fundinggates Awwww! Thanks for mentioning! We need to do a collaborative campaign soon! #qbochat
  126. @ShayCPA I have experienced a similar number of outages on desktop, just for local reasons #qbochat
  127. Me? Aw, thanks! Color me flattered! RT @alisonatintuit @Accounting6irl @CathyIconis ๐Ÿ™‚ I had something to do with that ๐Ÿ™‚ #qbochat
  128. I personally feel better with the online shortages because I know that I just have to wait and the data will be how I left it #qbochat
  129. #WHASSSAS converts! We’ll chat soon! โ™ฅ RT @fundinggates @tsheets of course! We loved it…and would LOVE that! #qbochat
  130. The cold medicine is taking over. Seeing double. #qbochat
  131. Get some rest and get well! ๐Ÿ™‚ RT @CathyIconis @rabshaka21 Falling asleep over here. #qbochat
  132. Poor thing! Make sure to find time to rest! RT @CathyIconis The cold medicine is taking over. Seeing double. #qbochat
  133. get some rest! RT @CathyIconis The cold medicine is taking over. Seeing double. #qbochat
  134. Sending virtual matzoh ball soup ๐Ÿ™‚ RT @CathyIconis @rabshaka21 Falling asleep over here. #qbochat
  135. 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 QBOโ€™s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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