3/3/16 – QBD to QBO Conversions

@QBOchatWelcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz. #QBOchat
@QBOchat@billcom @expensify @CathyIconis It’s still happening! This is Valerie from Intuit, I’ll be leading the chat today! #QBOchat
@billcom@QBOchat @IntuitAccts oh nice! Really taking over, direct from the #qbochat handle. Love it.
@expensify@billcom Yeah! #QBOchat never takes a break! We have a great community to keep it running while our fearless leader gets some rest. #QBOchat
@billcom@QBOchat This is Craig, Palo Alto, California, @billcom #qbochat
@QBOProFeel Better! RT @expensify @QBOchat Hi! Let’s all wish @CathyIconis a speedy recovery (she’s sick with the flu). Get well soon! #QBOchat
@tsheets@expensify @billcom Such a great community! And we hope you feel better soon, Cathy! <3 #QBOchat
@accountingpeaceHello – Jody from MS ready for my favorite Thursday social media time! #QBOchat
@KimtuitiveJoin us now! #QBOChat https://t.co/Via6AeWT5z
@billcom@expensify nice. BTW, gr8 job getting into that Fast Company article, showing changes to work styles. #qbochat
@QBOchatWe invite all types of @QuickBooks users – #smallbiz, accountants, developers, and more to join our #QBOchat. #QBOchat
@AAGJsnThe flu this year is nasty, and seems to come back a second time right after you get over it. I hope @CathyIconis feels better soon #QBOchat
@vrcqbproHi QBO Chatters! Victoria from SF Bay Area ready to talk about moving clients off of desktop #QBOchat
@AeroWorkflowHi everyone! Sarah from SF Bay Area for Aero here! Hope you feel better soon @CathyIconis #QBOchat
@billcom@tsheets @expensify I agree that it’s a nice community and I am looking forward to today’s topic by @vheckman #qbochat Go Val!
@AAGJsnHey #qbochat Jason from the Intuit ProAdvisor Social team in Tucson here! #QBOchat
@expensify@billcom You too! What are you wearing on your red carpet debut?  #QBOchat
@KimtuitiveHappy Thursday, #QBOChat-ers! Kim Austin, BDM at @IntuitAccts (one of @FortuneMagazine’s #100BestCos), tweeting from Palm Springs, CA!
@vrcqbproVery poignant today since I spent an hour this morning trying to help a client find the correct QB Mac file on her computer. #QBOchat
@alisonatintuitHI everyone! i’m here – almost #learylate but not quite? #QBOchat
@qbclayHope all are well, looking forward to @vheckman educating re qbd to qbo migration #QBOchat
@alisonatintuitRT @Kimtuitive: Happy Thursday, #QBOChat-ers! Kim Austin, BDM at @IntuitAccts (one of @FortuneMagazine’s #100BestCos), tweeting from Palm S…
@QBOchatFor those just joining, this is Valerie from Intuit taking over for @CathyIconis today! First time hosting the chat! #QBOchat
@getclocksharkHi everyone, Cliff here with ClockShark, simple QBO and QBD integrated time tracking for construction and field service #QBOchat
@billcom@expensify orange and blue with lots of “B” images all over it. #qbochat
@AAGJsnHappy to see you here today @vheckman ! #QBOchat
@tsheets@alisonatintuit Hi Alison! #QBOchat
@tsheets@getclockshark Hey there, Cliff! #QBOchat
@getclockshark@QBOchat @CathyIconis Well hey there Valerie, we promise to go easy on you! 🙂 #QBOchat
@jazfunHey all taking a break for a couple of hours! Excited to hear about qbdt-qbo #qbochat https://t.co/hmtDZBxB1o
@billcom@alisonatintuit hi alison! Welcome! #qbochat
@BizBooksCloudGreetings to #QBOChat from Brent Blackburn here in Utah, owner of Biz Books Cloud LLC #QBOchat
@tsheets@jazfun Jan, you lucky duck!! Have fun! 🙂 #QBOchat
@expensify@jazfun Jealous! Hope you’re having a blast 🙂 #qbochat
@langekatieFirst time here! Katie Lange from Honkamp Krueger & Co. Interested to see what this chat thing is all about! #qbochat
@qbclay@jazfun what spring season game you at? #QBOchat
@QBOProRT @QBOchat For those just joining, this is Valerie from Intuit taking over for @CathyIconis today! First time hosting the chat! #QBOchat
@AeroWorkflowLooks like fun @jazfun #QBOchat
@QBOchatToday’s topic is Converting from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) #QBOChat
@getclockshark@tsheets What’s up TSheets? Who is behind the TSheets wheel today? #QBOchat
@QBOchatI will be abbreviating QuickBooks Desktop as QBDT and QuickBooks Online as QBO. Silly character limits #QBOChat
@KimtuitiveRT @QBOchat: For those just joining, this is Valerie from Intuit taking over for @CathyIconis today! First time hosting the chat! #QBOchat
@vrcqbpro@jazfun – jealous! I have the game on the radio – not the same! #QBOchat
@jazfunRT @QBOchat: Today’s topic is Converting from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) #QBOChat
@billcom@QBOchat I was at a hackathon in SF two weeks ago talking to the Intuit dev team and the big push for new features is QBO. #qbochat
@tsheetsKelly here with TSheets! Coming to you LIVE from beautiful Eagle, Idaho! :0 #QBOchat
@KimtuitiveYAY! You made it, @langekatie – Welcome to #QBOChat https://t.co/S2SwUTTJk3
@tsheets@getclockshark It’s me – Kelly! 😉 Glad to be here! #QBOchat
@davidlearyYES …Love to hear about this!!!! #QBOchat https://t.co/MY9gtcxKsj
@AustinNexusHey #qbochat-ters – Brian @avalara, late but glad to be here
@madelinekreevesMadeline with @fathomhq. Chiming in from Indianapolis today! #qbochat
@jazfunRT @billcom: @QBOchat I was at a hackathon in SF two weeks ago talking to the Intuit dev team and the big push for new features is QBO. #qb…
@accountingpeaceRT @QBOchat I will be abbreviating QuickBooks Desktop as QBDT and QuickBooks Online as QBO. Silly character limits #QBOchat
@getclockshark@tsheets Hey Kelly, did you guys roll out your scheduler? #QBOchat
@qbclay@tsheets @getclockshark kelly, i would have no clue it is you by your new twitter handle #QBOchat
@billcom@langekatie Welcome! Great to see a new face. This chat thing is about having fun and learning about QuickBooks Online #qbochat 🙂
@QBOchatQ1: Have you moved a file from QuickBooks Desktop to QuickBooks Online recently? What was the main reason? #QBOchat
@expensify@QBOchat SO many new faces… errr, should I say handles today! Welcome #qbochat. #QBOchat
@qbclayA: sanity #QBOchat
@jazfunWelcome @langekatie #qbochat https://t.co/QQ3Xv6dOC1
@accountingpeace@QBOchat A1: Yes – client wanted to be unchained from Desktop computer. #QBOchat
@davidlearyRT @QBOchat: Q1: Have you moved a file from QuickBooks Desktop to QuickBooks Online recently? What was the main reason? #QBOchat
@tsheets@qbclay @getclockshark Ha! Well this is Kelly Brown, social media manager for TSheets! Not the lovely Ms. Kelly Bistriceanu! 😉 #QBOchat
@QBOchatRT @accountingpeace: @QBOchat A1: Yes – client wanted to be unchained from Desktop computer. #QBOchat
@vrcqbpro@billcom – When are you going to follow @expensify ‘s lead and push docs to QBO 😉 #QBOchat
@qbclay@tsheets @getclockshark oh dear, sorry. #QBOchat
@davidlearyRT @accountingpeace: @QBOchat A1: Yes – client wanted to be unchained from Desktop computer. #QBOchat
@tsheets@getclockshark We’re almost there! #QBOchat
@KimtuitiveA1: does walking an accountant through moving it count? 😉 #QBOChat https://t.co/k2IkH1T4bh
@jazfunRT @QBOchat: Q1: Have you moved a file from QuickBooks Desktop to QuickBooks Online recently? What was the main reason? #QBOchat
@billcom@AustinNexus @avalara welcome brian! #qbochat
@QBOchat@Kimtuitive Of course! 🙂 Love to hear why your firms are moving clients! #QBOchat
@jazfunHaha @qbclay #qbochat https://t.co/r2QUIF64A8
@tsheets@qbclay @getclockshark No worries! Kelly B is the best! #QBOchat
@BizBooksCloudA1 I have moved 5 in the past month which is more than usual, but I do this often #QBOchat
@AustinNexus@billcom @avalara Hey! Who have we got behind that Bill handle? #qbochat
@getclockshark@tsheets Ok, no rush LOL. We kind of like having that differentiation. 🙂 Seriously though, good luck with the rollout. #QBOchat
@jazfunA1: corruption in my qbdt need to start clean #unrepairable #qbochat
@vrcqbpro@QBOchat A1: Last one I moved was because of Distributed workforce ? #QBOchat
@QBOchatAwesome! RT @BizBooksCloud A1 I have moved 5 in the past month which is more than usual, but I do this often #QBOchat
@qbclayRT @Kimtuitive A1: does walking an accountant through moving it count? 😉 #QBOChat https://t.co/mVrGQhe84Z It makes you the best #QBOchat
@langekatieA1: So we can be more collaborative! #qbochat
@BizBooksCloudA1 Clients usually come to me wanting to move to QBO, but sometimes I recommend it after they tell me their needs #QBOchat
@qbclayRT @langekatie: A1: So we can be more collaborative! #qbochat
@QBOPro@QBOchat A1. So many reasons! But mainly so we can work on their account anytime, anywhere as their accountant. #QBOchat
@QBOchatRT @QBOPro: @QBOchat A1. So many reasons! But mainly so we can work on their account anytime, anywhere as their accountant. #QBOchat
@QBOchatRT @BizBooksCloud: A1 Clients usually come to me wanting to move to QBO, but sometimes I recommend it after they tell me their needs #QBOch…
@tsheets@getclockshark Thanks! 🙂 #QBOchat
@alisonatintuitRT @jazfun: A1: corruption in my qbdt need to start clean #unrepairable #qbochat
@alisonatintuitRT @vrcqbpro: @QBOchat A1: Last one I moved was because of Distributed workforce ? #QBOchat
@madelinekreevesA1: I’ve educated a SMB looking to move off of enterprise. And then I put them in touch with lovely folks @intuit #qbochat
@alisonatintuitRT @QBOPro: @QBOchat A1. So many reasons! But mainly so we can work on their account anytime, anywhere as their accountant. #QBOchat
@tsheetsRT @QBOPro: @QBOchat A1. So many reasons! But mainly so we can work on their account anytime, anywhere as their accountant. #QBOchat
@QBOchatLove it! We’re seeing more and more small biz making the switch! #QBOchat
@billcom@vrcqbpro @expensify I’m checking with our product development team. Thanks! #qbochat
@tsheets@QBOPro @QBOchat Absolutely! #QBOchat
@jazfunWay to go @BizBooksCloud #qbopower #qbochat https://t.co/ghSBZ5VWWK
@QBOchatIf you haven’t done it recently, I’m hoping today’s chat will set you up for success. #QBOChat
@jazfunRT @getclockshark: @tsheets Ok, no rush LOL. We kind of like having that differentiation. 🙂 Seriously though, good luck with the rollout. …
@jazfunRT @vrcqbpro: @QBOchat A1: Last one I moved was because of Distributed workforce ? #QBOchat
@QBOchatQ2: For accounting pros, what’s the first step to convert a QBDT client to QBO to ensure best pricing and firm access? #QBOchat
@AeroWorkflowRT @QBOPro @QBOchat A1. So many reasons! But mainly so we can work on their account anytime, anywhere as their accountant. #QBOchat
@BizBooksCloudBut I also just set up a client with QBox so that he can use QBDT on both his desktop and laptop and so I can access easily too #QBOchat
@vrcqbpro@billcom Thanks! – Since you mentioned new features for QBO… #QBOchat
@QBOchatA2: Add client in QBOA. Enter info, choose subscription level, get best pricing available & decide who at firm has access. #QBOchat
@accountingpeace@QBOchat A2: Add them to our Wholesale Billing #QBOchat
@QBOchatRT @accountingpeace: @QBOchat A2: Add them to our Wholesale Billing #QBOchat
@BizBooksCloudThat client is a contractor who needs the contractor edition of Premier #QBOchat
@vrcqbproDitto! RT @accountingpeace @QBOchat A2: Add them to our Wholesale Billing #QBOchat
@billcom@BizBooksCloud what’s the typical reasons clients come to you wanting to move to QBO? Remote worker access? #qbochat
@QBOchatNew!!: Accountants who convert a client added using QBOA get an emailed import summary to view in excel. #QBOChat
@KellyTSheets@qbclay @tsheets @getclockshark I’m here, I’m here 🙂 #QBOChat
@QBOProRT @QBOchat: A2: Add client in QBOA. Enter info, choose subscription level, get best pricing available & decide who at firm has access. #QB…
@jazfunRT @QBOchat: If you haven’t done it recently, I’m hoping today’s chat will set you up for success. #QBOChat
@QBOchatThis Import Summary can help when troubleshooting any variances/ issues. #QBOchat #QBOchat
@vrcqbproCool! RT @QBOchat New!!: Accountants who convert a client added using QBOA get an emailed import summary to view in excel. #QBOchat
@davidlearyRT @QBOchat: Q2: For accounting pros, what’s the first step to convert a QBDT client to QBO to ensure best pricing and firm access? #QBOch…
@billcom@langekatie The collaboration benefits of QBO is something we hear all the time. #qbochat
@qbclayRT @KellyTSheets: @qbclay @tsheets @getclockshark I’m here, I’m here 🙂 #QBOChat
@QBOchatAlso, If you view the import summary, please leave us feedback in Gear> Feedback using hashtag #ImportSummary We <3 your feedback! #QBOchat
@jazfunA2: set up the company under wholesale billing #qbosuccess #qbochat https://t.co/rMv2jJbtXY
@BizBooksCloud24-7 access from anywhere, bank feeds, better payment integration RT @billcom reasons clients come to you wanting to move to QBO? #QBOchat
@qbclayRT @QBOchat: Also, If you view the import summary, please leave us feedback in Gear> Feedback using hashtag #ImportSummary We <3 your feedb…
@tsheets@KellyTSheets @qbclay @getclockshark Both Kellys in the house!! #QBOchat
@QBOchatRT @BizBooksCloud: 24-7 access from anywhere, bank feeds, better payment integration RT @billcom reasons clients come to you wanting to mov…
@jazfunRT @QBOchat: A2: Add client in QBOA. Enter info, choose subscription level, get best pricing available & decide who at firm has access. #QB…
@getclocksharkRT @expensify @QBOchat Hi! Let’s all wish @CathyIconis a speedy recovery (she’s sick with the flu). Get well soon! #QBOchat
@qbclayRT @getclockshark RT @expensify @QBOchat Hi! Let’s all wish @CathyIconis a speedy recovery (she’s sick with the flu). Get well soon #QBOchat
@QBOchat@tsheets @KellyTSheets @qbclay @getclockshark can never have too many Kellys in the chat! #QBOchat
@QBOchatA2: After adding the client to your list, go to QBDT. #QBOChat #QBOchat
@KellyTSheetsRT @tsheets: @KellyTSheets @qbclay @getclockshark Both Kellys in the house!! #QBOchat
@jazfunGood to see you @KellyTSheets #qbochat https://t.co/Wo1mLaimGJ
@QBOchatA2: You’ll want to clean up the clients books and check on a few things we’ll talk about next. #QBOChat
@billcom@vrcqbpro @QBOchat distributed workforce is a big driver of migration to cloud-based accounting. I hear this a lot. #qbochat
@jazfunRT @QBOchat: This Import Summary can help when troubleshooting any variances/ issues. #QBOchat #QBOchat
@QBOchatQ3: What are the file-related requirements for a desktop file to import? #QBOChat
@BizBooksCloudA2 Be an expert and know what converts and what doesn’t and review their file for potential problems with conversion! #QBOchat
@qbclayIf a Kelly falls in forest and no one there to hear it….wait, that joke doesnt really work #QBOchat
@QBOchatA3: Must have less than or equal to 350,000 targets. Check using F2 on keyboard with the file open in QBDT. #QBOChat
@AeroWorkflowRT @billcom @vrcqbpro @QBOchat distributed workforce is a big driver of migration to cloud-based accounting. I hear this a lot. #QBOchat
@madelinekreevesA2: Put the client on wholesale billing! Clients immediately love the discounted price #qbochat
@QBOchatTip: Can condense data, if needed. Archive original first then File> Utilities> Condense Data (QB 2012 & up ) #QBOChat
@AAGJsn@QBOchat A2: Not an accounting pro, but I like to check what features they will need first. #QBOchat
@getclockshark@jazfun I forgot to say hi to you. #QBOchat
@QBOchatA3: You also need to import within 60 days of creating the QBO file. #QBOChat
@QBOchatA3: US, UK, or Canadian versions of QuickBooks can be converted. QB Pro, Premiere, QB Mac and Enterprise can all convert #QBOChat
@davidlearyRT @QBOchat: Q3: What are the file-related requirements for a desktop file to import? #QBOChat
@QBOchatTip: Conversion guides and info can be found here: https://t.co/bO9wE32Lfy #QBOChat
@billcom@BizBooksCloud thanks. Hopefully that payment integration is with @billcom 🙂 🙂 #qbochat
@QBOchatA3: Run Update: Help> Check for Updates and Utilities> Verify Data before convert #QBOChat
@KimtuitiveOh Woody!! Bwahhaha! #QBOChat https://t.co/cMpWgwYEVu
@QBOchatTip: Best practice is to convert using a 2015 or 2016 version of QBDT #QBOChat
@jazfunIf clients are worried about legacy info I keep qbdt alive in a #DONOTUSE file – red only then import balances start clean #qbochat
@jazfunRT @QBOchat: Also, If you view the import summary, please leave us feedback in Gear> Feedback using hashtag #ImportSummary We <3 your feedb…
@trent_mclarenAussies in the house! How are we all this evening / morning 😉 #QBOChat
@BizBooksCloudmy clients never see the price or billing for QBO RT @madelinekreeves A2: Put client on wholesale billing! love discounted price #QBOchat
@alisonatintuitRT @jazfun: If clients are worried about legacy info I keep qbdt alive in a #DONOTUSE file – red only then import balances start clean #qb…
@alisonatintuit.@jazfun LOVE THAT TIP!! “Do not use!” 🙂 #QBOchat
@QBOchat@jazfun Great idea! #QBOchat
@jazfunRT @QBOchat: Q3: What are the file-related requirements for a desktop file to import? #QBOChat
@getclockshark@QBOchat A1: late here – because us time trackers can integrate through API instead of the Web Connector for smoother integration #QBOchat
@alisonatintuit.@trent_mclaren HI TRENT!! Woot Woot! Aussies in the house!! #QBOchat
@jazfunRT @QBOchat: A3: Must have less than or equal to 350,000 targets. Check using F2 on keyboard with the file open in QBDT. #QBOChat
@billcom@QBOchat these are such great questions. Very great insight for everyone. Stuff I really want to know from accountants. #qbochat
@BizBooksCloudActually I was referring to receiving pmts via QuickBooks Payments RT @billcom payment integration is with @billcom 🙂 🙂 #QBOchat
@jazfunRT @QBOchat: A3: You also need to import within 60 days of creating the QBO file. #QBOChat
@jazfunRT @QBOchat: A3: US, UK, or Canadian versions of QuickBooks can be converted. QB Pro, Premiere, QB Mac and Enterprise can all convert #QBOC…
@jazfunRT @QBOchat: A3: Run Update: Help> Check for Updates and Utilities> Verify Data before convert #QBOChat
@alisonatintuitRT @BizBooksCloud: my clients never see the price or billing for QBO RT @madelinekreeves A2: Put client on wholesale billing! love discount…
@KellyTSheets@Kimtuitive Not sure where you were going w/ that one @qbclay lol! #QBOChat
@QBOchatQ4: For those who prepare these files often, what’s your best clean up advice? #QBOChat #QBOchat
@CapnofindustryRT @tsheets: Kelly here with TSheets! Coming to you LIVE from beautiful Eagle, Idaho! :0 #QBOchat
@qbclay@jazfun how do you make it read only, this qbd file? just dont give it to them? or they dont add any users to access? #QBOchat
@KimtuitiveA2: QBOA! Start there, you’ll always get best pricing, proper access, and avoid the lovely ProAdvisor CARE hotline hold music 😉 #QBOchat
@qbclay@KellyTSheets @Kimtuitive seemed funny at time but as i typed, i stopped laughing, still hit send #QBOchat
@vrcqbpro@QBOchat A3: First step for me is to clean up lists to make sure we are only importing what we need. #QBOchat
@alisonatintuitRT @Kimtuitive: A2: QBOA! Start there, you’ll always get best pricing, proper access, and avoid the lovely ProAdvisor CARE hotline hold mus…
@davidlearyRT @QBOchat: Q4: For those who prepare these files often, what’s your best clean up advice? #QBOChat #QBOchat
@BizBooksCloudClients see how slick receiving invoices from me and paying them is and ask to get QuickBooks Payments for themselves #QBOchat
@madelinekreeves@BizBooksCloud that’s the beauty of it. It’s up to you if they do or don’t #qbochat
@alisonatintuitRT @vrcqbpro @QBOchat A3: First step for me is to clean up lists to make sure we are only importing what we need. #QBOchat
@alisonatintuitRT @BizBooksCloud: Clients see how slick receiving invoices from me and paying them is and ask to get QuickBooks Payments for themselves #Q…
@QBOchatRT @vrcqbpro @QBOchat A3: First step for me is to clean up lists to make sure we are only importing what we need. #QBOchat
@jazfun@qbclay if @KellyTSheets adds more cream to her coffee does @AustinNexus hear it?#QBOchat
@Receipts_DamienHI #QBOChat Sitting next to @KellyTSheets and @receipts_john & @fathomhq at @rootworks #QBOchat
@tsheets@qbclay @KellyTSheets @Kimtuitive Respectable. You gotta commit to the joke. #QBOchat
@tsheetsRT @jazfun: @qbclay if @KellyTSheets adds more cream to her coffee does @AustinNexus hear it?#QBOchat
@BizBooksCloudA4 Clean up lists before importing! #QBOchat
@KellyTSheetsRT @Receipts_Damien: HI #QBOChat Sitting next to @KellyTSheets and @receipts_john & @fathomhq at @rootworks #QBOchat
@tsheetsRT @Receipts_Damien: HI #QBOChat Sitting next to @KellyTSheets and @receipts_john & @fathomhq at @rootworks #QBOchat
@qbclay@jazfun @KellyTSheets @AustinNexus LOL. see that joke works #QBOchat
@QBOchatRT @BizBooksCloud A4 Clean up lists before importing! #QBOchat
@KimtuitiveHoly #QBOChat – when @vheckman takes over both the questions AND answers are in Heckman light-speed! 😉
@KellyTSheets@Receipts_Damien @Receipts_John @fathomhq @Rootworks What no picture this time??? #QBOChat
@qbclay@Kimtuitive @vheckman oh yeah! she is on fire right now #QBOchat
@madelinekreevesRT @Receipts_Damien: HI #QBOChat Sitting next to @KellyTSheets and @receipts_john & @fathomhq at @rootworks #QBOchat
@AAGJsnA4 #QBOchat
@QBOchatSorry! Haha! RT @Kimtuitive Holy #QBOChat – when @vheckman takes over both the questions AND answers are in Heckman light-speed! 😉 #QBOchat
@AAGJsn@QBOchat a4: Resort, Rebuild, Verify #QBOchat
@jazfunHey #sneaking away for 2 hours #qbochat https://t.co/AhmTE7VYnM
@qbclaydont some of you just not convert and start clean? #QBOchat
@QBOchatCan I have that printed on a sign in my office? RT @AAGJsn @QBOchat a4: Resort, Rebuild, Verify #QBOchat
@AeroWorkflowRT @vrcqbpro @QBOchat A3: First step for me is to clean up lists to make sure we are only importing what we need. #QBOchat
@BizBooksCloudA4 If inventory is used, only import if item number is small, and make sure inventory is clean before importing #QBOchat
@AAGJsn@QBOchat Absolutely. Pretty sure I have it on my cube wall. #QBOchat
@qbclayi believe creating qbm file and restore to new location solves some damage #QBOchat
@QBOchatRT @BizBooksCloud A4 If inventory is used, only import if item number is small, and make sure inventory is clean before importing #QBOchat
@billcom@QBOchat @Kimtuitive @vheckman You’re doing a great job Val! I like the expertise you bring about the product. good stuff. #qbochat
@KimtuitiveA4: I had a firm last week do a period copy to avoid bringing in 10 years of QBDT data she didn’t want junking up the QBO file! #QBOChat
@QBOchatTip: For a complete list of how info converts go to https://t.co/LuRA3ywMBA #QBOchat
@QBOchatQ5: What updates have there recently been to what converts? #QBOChat
@BizBooksCloudFor most who want to use inventory in QBO, I recommend starting over, but I hear improvements to inventory import are coming 🙂 #QBOchat
@qbclayRT @Kimtuitive: A4: I had a firm last week do a period copy to avoid bringing in 10 years of QBDT data she didn’t want junking up the QBO f…
@jazfun1-change the name to dnu #2-make the close period as of the date of transition 3-password protect #qbochat https://t.co/L2X7BgOC3Y
@QBOchatSpeaking of inventory… #QBOchat
@qbclayRT @jazfun: 1-change the name to dnu #2-make the close period as of the date of transition 3-password protect #qbochat https://t.co/L2X7BgO…
@billcom@qbclay @Kimtuitive @vheckman she’s in her element. QBO features and use cases. Nice #qbochat
@QBOchatA5: The biggest updates have been to convert inventory, multicurrency, recurring transactions and Payroll. #QBOChat
@KellyTSheets@qbclay @jazfun @AustinNexus #ThatsEnoughCream that will never get old #QBOChat
@Receipts_Damien@KellyTSheets @Receipts_John @fathomhq @Rootworks I’m trying to sneak one in but @glafollette is keeping too keen an eye on me #QBOchat
@Redmond_Laura@QBOchat A5: If over 350K targets, conversion tool now pushes beginning balances #QBOchat
@davidlearyRT @QBOchat: Q5: What updates have there recently been to what converts? #QBOChat
@jazfunWelcome @trent_mclaren #qbochat https://t.co/7L5H5xtlcE
@Redmond_LauraA5: inventory conversion was greatly improved with August 2015 release #QBOchat
@Kimtuitive@QBOchat @vheckman No sorries – I love it! 🙂 Hope you’re holding on to your hat, @langekatie #QBOChat
@QBOchatA5: QBO uses FIFO instead of average cost. When converting inventory, asks if you’d like to turn on & choose a start date. #QBOChat
@AeroWorkflowRT @Redmond_Laura A5: inventory conversion was greatly improved with August 2015 release #QBOchat
@vrcqbproRT @QBOchat A5: The biggest updates have been to convert inventory, multicurrency, recurring transactions and Payroll. #QBOchat
@QBOchatRT @Redmond_Laura @QBOchat A5: If over 350K targets, conversion tool now pushes beginning balances #QBOchat
@qbclay@Redmond_Laura @QBOchat what? when did this go into affect and why am I last to know? #QBOchat
@Redmond_LauraA5: multi-currency QBD does convert to multi-currency QBO #QBOchat
@AAGJsnRT @billcom: @QBOchat @Kimtuitive @vheckman You’re doing a great job Val! I like the expertise you bring about the product. good stuff. #q…
@Kimtuitive@qbclay I don’t see that very often, but I really thought the period copy was a great idea – thanks for helping me with that, BTW! #QBOChat
@QBOchatTip: If you have advanced inventory needs and want to use an app, you may not want to convert inventory. #QBOChat
@jazfunRT @Receipts_Damien: HI #QBOChat Sitting next to @KellyTSheets and @receipts_john & @fathomhq at @rootworks #QBOchat
@billcomRT @QBOchat: Tip: For a complete list of how info converts go to https://t.co/LuRA3ywMBA #QBOchat
@AeroWorkflowRT @Redmond_Laura A5: multi-currency QBD does convert to multi-currency QBO #QBOchat
@Redmond_LauraA5: recurring transactions now convert #QBOchat
@alisonatintuitWOW! I think we could make a “Best Practices for Converting from QBDT to QBO” document out of this chat! #QBOchat
@KellyTSheets@Receipts_Damien @Receipts_John @fathomhq @Rootworks @glafollette Greg saves the day again #QBOChat
@BizBooksCloudGood question, but which change are you asking about? RT @qbclay @Redmond_Laura @QBOchat why am I last to know? #QBOchat
@QBOchatRT @Redmond_Laura A5: recurring transactions now convert #QBOchat
@billcom@QBOchat thanks for the link to the info converts tips. Just retweeted. #qbochat 🙂
@QBOchatA5: If you have multiple currencies, you’ll be asked to choose your home currency. #QBOChat
@QBOProRT @Redmond_Laura A5: multi-currency QBD does convert to multi-currency QBO #QBOchat
@qbclay@Kimtuitive happy to help! sometimes my answers are like a jackass, but am working on it #QBOchat
@jazfunRight #speedlightnening round #canUBeatHost #qbochat https://t.co/Kfdx4fCPwE
@madelinekreevesRT @Redmond_Laura: A5: recurring transactions now convert #QBOchat
@QBOchatA5: In most cases, Payroll entirely converts. Here’s a video where I (Val) show updated process: https://t.co/lvNI6UTaBF #QBOChat
@qbclaynot that it’s an excuse, but people be surprised how hard sometimes it is to not be a jackwagon. I’m so good at it #QBOchat
@AAGJsn@QBOchat A5: I was happy to hear about the #qbo #multicurrency feature! #QBOchat
@jazfunNEVER #qbochat https://t.co/O8KFmLPNf9
@BizBooksCloudLaura Redmond already did one, see the advanced QBO PA training 🙂 RT @alisonatintuit WOW! Best Practices for Converting= #QBOchat
@qbclay@AAGJsn @QBOchat yeayh, that works well, except sometimes i dont get current prompt to choose what currency to keep it in’ #QBOchat
@coolacctngchickAny recommendations on how to create a back up for historical purposes? #QBOchat
@KimtuitiveRT @alisonatintuit: WOW! I think we could make a “Best Practices for Converting from QBDT to QBO” document out of this chat! #QBOchat
@Redmond_LauraRT @BizBooksCloud: Laura Redmond already did one, see the advanced QBO PA training 🙂 RT @alisonatintuit WOW! Best Practices for Converti…
@billcom@alisonatintuit I agree, it’s a good one. We should capture this in a blog. Great to have the Intuit staff here. thanks! #qbochat
@qbclayin qbo? try https://t.co/dHeyQFzi4H #QBOchat
@QBOchatUsually if the payroll data does not convert (since update), there is an issue with a pay item or rate. #QBOchat
@Redmond_Lauraa5: New Adv Cert coming out soon – Mod 1 on complex conversions #QBOchat
@Kimtuitiveit takes a village of jackasses! 😉 #QBOChat https://t.co/2vD95vTp3u
@AAGJsnRT @Redmond_Laura: a5: New Adv Cert coming out soon – Mod 1 on complex conversions #QBOchat
@AAGJsnRetweeted Laura Redmond (@Redmond_Laura):a5: New Adv Cert coming out soon – Mod 1 on complex conversions #QBOchat
@QBOchatTip from @qbclay: Don’t want payroll automatically on in QBO? Edit> Pref> Employees & Payroll> have “No Payroll” selected. #QBOchat
@qbclayyes, i hear 75% of cases, payroll YTD converts now #QBOchat
@BizBooksCloudYeah, it is a moving target! RT @Redmond_Laura a5: New Adv Cert coming out soon – Mod 1 on complex conversions #QBOchat
@AeroWorkflowRT @Redmond_Laura a5: New Adv Cert coming out soon – Mod 1 on complex conversions #QBOchat
@QBOchatRT @Redmond_Laura a5: New Adv Cert coming out soon – Mod 1 on complex conversions #QBOchat
@qbclay@Redmond_Laura cant wait Lulu! #QBOchat
@Redmond_LauraRT @qbclay: @Redmond_Laura cant wait Lulu! #QBOchat
@BizBooksCloudLulu?? #QBOchat
@QBOchatYes! So awesome to just verify instead of enter data RT @qbclay yes, i hear 75% of cases, payroll YTD converts now #QBOchat
@coolacctngchickRT @QBOchat: Tip: If you have advanced inventory needs and want to use an app, you may not want to convert inventory. #QBOChat
@vrcqbproRT @BizBooksCloud @Redmond_Laura already did one, see the advanced QBO PA training 🙂 #QBOchat
@Redmond_LauraMy cover is blown! RT @BizBooksCloud Lulu?? #QBOchat
@qbclayso are we sure re opening balances now go over if file is over 350k? #QBOchat
@BizBooksCloudThat rascal Woody! RT @Redmond_Laura My cover is blown! RT @BizBooksCloud Lulu?? #QBOchat
@billcom@QBOchat oh, nice video about the payroll conversion. thanks val. Did not realize you were the voice speaking on vid #qbochat
@madelinekreeves@QBOchat @Redmond_Laura is it going to be finished the night before? 😉 #qbochat
@jazfunRT @qbclay: @Redmond_Laura cant wait Lulu! #QBOchat
@jazfunRT @qbclay: yes, i hear 75% of cases, payroll YTD converts now #QBOchat
@KimtuitiveRT @qbclay: yes, i hear 75% of cases, payroll YTD converts now #QBOchat
@jazfunRT @qbclay: @Kimtuitive happy to help! sometimes my answers are like a jackass, but am working on it #QBOchat
@jazfunRT @Kimtuitive: it takes a village of jackasses! 😉 #QBOChat https://t.co/2vD95vTp3u
@trent_mclarenGreat to be here #QBOCHAT so Desktop to cloud hey! A lot of this happening in AU
@billcom@qbclay great stat about 75% of payroll YTD converting. thanks #qbochat
@QBOchatA5: As mentioned, Memorized/ Recurring Transactions now convert to Recurring Transactions in QBO, located under the Gear #QBOChat
@QBOchatQ6: When I am ready, where do I go in QBDT to covert? #QBOChat
@qbclayhey, here is Val video re converting QBD file with payroll: https://t.co/X95moasdTs you should all watch it #QBOchat
@qbclayA: company menu #QBOchat
@alisonatintuit.@trent_mclaren The Aussies are very cloud-forward. I think more so than any other geography. Why do you think that is? #QBOchat
@AustinNexus@jazfun @qbclay @KellyTSheets Jan – I’ve got alerts set up. I do hear it #qbochat #takeiteasyonthecream
@alisonatintuitRT @qbclay: hey, here is Val video re converting QBD file with payroll: https://t.co/X95moasdTs you should all watch it #QBOchat
@qbclayoh, but in QBES, where do you go? 🙂 #QBOchat
@jazfunA5: so happy not having to re enter the memorized transactions #efficiency #qbochat https://t.co/foOTFEwm8R
@BizBooksCloudA6 The Company Menu, NOT the File Menu! #QBOchat
@qbclay@jazfun totally! Jan #QBOchat
@AeroWorkflowGeography? RT The Aussies are very cloud-forward. I think more so than any other geography. Why do you think that is? #QBOchat
@madelinekreevesRT @qbclay: hey, here is Val video re converting QBD file with payroll: https://t.co/X95moasdTs you should all watch it #QBOchat
@qbclayin QB Mac, it is file menu, just to keep it confusing cause that is fun #QBOchat
@jazfun@trent_mclaren @alisonatintuit its that @ICBAustralia keeping them ahead of the curve #qbochat 🤓 https://t.co/tTiRmuSbS8
@BizBooksCloudYou go to Woody’s video for instructions! RT @qbclay oh, but in QBES, where do you go? 🙂 #QBOchat
@qbexpertchicagohello everyone #QBOchat
@vrcqbproRT @qbclay in QB Mac, it is file menu, just to keep it confusing cause that is fun! #QBOchat
@Redmond_Laurasupposedly, see pic @qbclay so are we sure re opening balances now go over if file is over 350k? #QBOchat https://t.co/iRtszFo5M7
@qbclay@BizBooksCloud LOL #QBOchat
@KimtuitiveAFTER you’ve created the QBO file in QBOA, right? 😉 #QBOChat https://t.co/J0eGFApiZH
@alisonatintuit.@qbexpertchicago HIIIII MARRRRKKKKK! #QBOchat
@qbclay@Redmond_Laura Laura that is awesome!!!!!!!!!!!!!! #QBOchat
@QBOchatA6: In Windows Pro or Premier, Company> Export Company File to QuickBooks Online. #QBOChat
@QBOchatRT @Redmond_Laura: supposedly, see pic @qbclay so are we sure re opening balances now go over if file is over 350k? #QBOchat https://t.co/i…
@vrcqbproRT @QBOchat A6: In Windows Pro or Premier, Company> Export Company File to QuickBooks Online. #QBOchat
@trent_mclaren@alisonatintuit #qbochat us Aussies are an impatient bunch. We want things now and we want it to be fast. If it’s new we jump all over it
@QBOchatConversion guides and info can be found here: https://t.co/bO9wE32Lfy if you need Mac or Enterprise steps #QBOchat
@AAGJsn@QBOchat A6: Same as A4. Resort, Rebuild, Verify. THEN export! #QBOchat
@BizBooksCloudHonestly, I usually convert Mac clients to the Windows version first for cleanup in Accountant Version #QBOchat
@QBOchatRT @AAGJsn @QBOchat A6: Same as A4. Resort, Rebuild, Verify. THEN export! #QBOchat
@jazfunHey #learylate award @qbexpertchicago #qbochat https://t.co/WQ3U5fstCE
@qbclay@BizBooksCloud pray tell, why? #QBOchat
@alisonatintuitRT @trent_mclaren #qbochat us Aussies impatient. We want things now and we want it to be fast. If it’s new we jump all over it #QBOchat
@AAGJsnRT @QBOchat: A6: In Windows Pro or Premier, Company> Export Company File to QuickBooks Online. #QBOChat
@AAGJsnRetweeted QBOchat (@QBOchat):A6: In Windows Pro or Premier, Company> Export Company File to QuickBooks Online. #QBOChat
@alisonatintuit@trent_mclaren That’s awesome! #QBOchat
@Redmond_LauraA6: In Enterprise, it’s HIDDEN. Press F2, then Press Ctrl + b followed by Ctrl + q and then OK to close the window #QBOchat
@qbclayyes! #QBOchat
@BizBooksCloudTo use the accountant tools and do a review before converting. I love QB Mac but it lacks these tools RT @qbclay pray tell, why? #QBOchat
@qbclaydont forget to click Ok 🙂 #QBOchat
@vrcqbproMe Too! RT @BizBooksCloud Honestly, I usually convert Mac clients to the Windows version first for cleanup in Accountant Version #QBOchat
@QBOchatRT @Redmond_Laura A6: In Enterprise, it’s HIDDEN. F2, then Press Ctrl + b followed by Ctrl + q and then OK to close the window #QBOchat
@jazfun@Redmond_Laura this makes it more smooth! #qbonewbietransfer #qbochat https://t.co/1Wq2ntCUGo
@qbclay@BizBooksCloud genius! #QBOchat
@AeroWorkflowRT In Enterprise, it’s HIDDEN. Press F2, then Press Ctrl + b followed by Ctrl + q and then OK to close the window #QBOchat
@jazfunRT @QBOchat: A6: In Windows Pro or Premier, Company> Export Company File to QuickBooks Online. #QBOChat
@AAGJsn@Redmond_Laura As long as you’re in the US version of QBES! #QBOchat
@QBOchat@Redmond_Laura Glad someone fit that in a tweet 😉 #QBOchat
@alisonatintuit@Redmond_Laura Wow – I think we could make that a bit easier? #QBOchat
@BizBooksCloudWhen will Intuit upgrade QB Mac from step-child status? #QBOchat
@qbclayCtrl BQ for Barbeque, wait, that joke fails too #QBOchat
@trent_mclaren@alisonatintuit #qbochat and when we find something we like we love to brag about it!!
@QBOchatQ7: What should I do after converting? #QBOChat (Get ready, I think this will be quite a lot of tips!) #QBOchat
@AeroWorkflowRT @alisonatintuit @Redmond_Laura Wow – I think we could make that a bit easier? #QBOchat
@AAGJsn@alisonatintuit @Redmond_Laura There would be a bunch of happy Canadians if we had even that option available to them. 😉 #QBOchat
@alisonatintuit@trent_mclaren I think you guys are entitled to brag. Lovely country, and VERY good looking people. Just sayin. #QBOchat
@QBOchatA7: Compare P&L and Balance Sheet on Accrual basis, *All Dates* in both QBDT and QBO #QBOChat
@qbclayit’s not easy being pretty, let me tell you #QBOchat
@jazfunRT @QBOchat: Q7: What should I do after converting? #QBOChat (Get ready, I think this will be quite a lot of tips!) #QBOchat
@jazfunJust an update both teams switched pitchers @Brewers lead @SFGiants 6-0 #qbochat https://t.co/WrCPhbBFhy
@alisonatintuit@qbclay I know. 😉 #QBOchat
@vrcqbproWith QBO Mac App – not a compelling case for Mac Desktop -RT @BizBooksCloud When will Intuit upgrade QB Mac from step-child status? #QBOchat
@qbclaycompare the PL and BS accrual all dates #QBOchat
@Redmond_LauraA7: compare financial reports between QBD & QBO #QBOchat
@alisonatintuitRT @qbclay it’s not easy being pretty, let me tell you #QBOchat
@qbclayRT @alisonatintuit @qbclay I know. 😉 #awesome! #QBOchat
@QBOchatA7: May also want to verify A/R and A/P, Sales Tax, Inventory Valuation… #QBOChat
@jazfunThank you for treating our @alisonatintuit so wonderfully @trent_mclaren #qbochat https://t.co/QP1A5Pv3lb
@vrcqbpro@jazfun – those are great seats! #QBOchat
@Redmond_LauraA7: connect bank #QBOchat
@AAGJsnRT @Redmond_Laura: A7: compare financial reports between QBD & QBO #QBOchat
@jazfunRT @QBOchat: A7: Compare P&L and Balance Sheet on Accrual basis, *All Dates* in both QBDT and QBO #QBOChat
@Redmond_LauraA7: perform easy initial reconciliation #QBOchat
@AAGJsnRetweeted Laura Redmond (@Redmond_Laura):A7: compare financial reports between QBD & QBO #QBOchat
@qbclayi look at the COA, product and services list too, and customers and vendors records #QBOchat
@BizBooksCloudA7 yes, this list is long, but first make sure the financials are right as @QBOchat says #QBOchat
@AAGJsnRT @vrcqbpro: With QBO Mac App – not a compelling case for Mac Desktop -RT @BizBooksCloud When will Intuit upgrade QB Mac from step-child s…
@Redmond_LauraA7: Setup users & permissions #QBOchat
@jazfunRT @alisonatintuit: RT @qbclay it’s not easy being pretty, let me tell you #QBOchat
@AeroWorkflowRT @Redmond_Laura A7: connect bank #QBOchat
@AeroWorkflowRT @Redmond_Laura A7: perform easy initial reconciliation #QBOchat
@Redmond_LauraA7: Configure company settings #QBOchat
@QBOchatTip: if you show overdue invoices but $0 balances, you may have unapplied payments from desktop to apply. #QBOChat
@qbclayRT @QBOchat Tip: if you show overdue invoices but $0 balances, you may have unapplied payments from desktop to apply. nice one! #QBOchat
@QBOchatA7: Set up users and permissions, review company settings, create sales form templates… #QBOChat
@alisonatintuitRT @BizBooksCloud: Laura Redmond already did one, see the advanced QBO PA training 🙂 RT @alisonatintuit WOW! Best Practices for Converti…
@QBOchatRT @Redmond_Laura: A7: Configure company settings #QBOchat
@BizBooksCloudI disagree, until QBO catches up on inventory and job costing RT @vrcqbpro With QBO Mac App – not a compelling case for Mac Desktop #QBOchat
@QBOchatRT @Redmond_Laura: A7: Setup users & permissions #QBOchat
@QBOchatRT @qbclay: i look at the COA, product and services list too, and customers and vendors records #QBOchat
@QBOchatRT @Redmond_Laura: A7: perform easy initial reconciliation #QBOchat
@QBOchatRT @Redmond_Laura: A7: connect bank #QBOchat
@Redmond_LauraA5: oh…P&L budgets convert now…did we say that? #QBOchat
@qbclayhopefully soon #QBOchat
@AAGJsn@QBOchat A7: Def a lot of tips here. Better to do this right the first time than try to fix something that you missed 6 mo later! #QBOchat
@QBOchatA7: Set up or link existing merchant account, connect bank accounts, reconcile accounts #QBOChat
@jazfunA7: configure templates #qbochat #qbochat
@QBOchatTip: If using merchant account, beware of any recurring charges set up in desktop. Turn them off and re-establish in QBO. #QBOChat #QBOchat
@QBOchatRT @jazfun: A7: configure templates #qbochat #qbochat
@Redmond_Laura@QBOchat A7: create custom reports #QBOchat
@QBOchatRT @Redmond_Laura: A5: oh…P&L budgets convert now…did we say that? #QBOchat
@QBOchatRT @Redmond_Laura: @QBOchat A7: create custom reports #QBOchat
@vrcqbproNo Job costing for payroll in Mac either @BizBooksCloud – same functionality as QBO #QBOchat
@qbclayReal life ? How long end to end does it take if no issues to convert and make sure all is well, ready to roll? #QBOchat
@jazfunRT @QBOchat: A7: Set up or link existing merchant account, connect bank accounts, reconcile accounts #QBOChat
@QBOchat@Redmond_Laura you are so awesome! 🙂 Loving all these answers flowing in! #QBOchat
@AAGJsn.@QBOchat This is a great tip! #QBOchat
@BizBooksCloudA7 Review all company settings, address, phone, connect QBP, connect apps, set up invoices #QBOchat
@QBOchatA7: Set closing date password, customize reports, Connect Apps! #QBOChat
@QBOchatRT @BizBooksCloud: A7 Review all company settings, address, phone, connect QBP, connect apps, set up invoices #QBOchat
@jazfunI wish custom reports transferred #qbochat I have some good reports built https://t.co/3L2MpoUgLi
@vrcqbproI usaully spend at least 6 hours – RT @qbclay Real life ? How long end to end does it take? #QBOchat
@qbclayand soon, add Opt in to Categories to this list #QBOchat
@CapnofindustryRT @QBOchat: A5: As mentioned, Memorized/ Recurring Transactions now convert to Recurring Transactions in QBO, located under the Gear #QBOC…
@BizBooksCloud2 hours for an uncomplicated conversion RT @qbclay Real life ? How long end to end does it take if no issues to convert #QBOchat
@qbclay@vrcqbpro wow, sounds like a long time, and it is totally billable? #QBOchat
@qbexpertchicagoRant of the day an account is not reconciled if there are old checks outstanding. If I hear one more time “I reconciled” … #QBOChat
@vrcqbproSo glad you could be on this chat today! @Redmond_Laura A5: oh…P&L budgets convert now…did we say that? #QBOchat
@madelinekreeves@QBOchat apps! That’s my favorite part 😉 #qbochat
@BizBooksCloudValue pricing, never by the hour anymore! RT @qbclay @vrcqbpro wow, sounds like a long time, and it is totally billable? #QBOchat
@qbclay@qbexpertchicago LOL no doubt #QBOchat
@Redmond_LauraRT @madelinekreeves @QBOchat apps! That’s my favorite part 😉 #QBOchat
@jazfunI would say from simple to difficult 2 hrs – 6 hours @qbclay @vrcqbpro #qbochat https://t.co/LPJB2ssRds
@vrcqbproIt is now -my first few I was stupid and underbid! RT @qbclay @vrcqbpro wow, sounds like a long time, and it is totally billable? #QBOchat
@QBOchatA7: Set up payroll, if applicable. Remember, for most this will be a verification with no YTD entry anymore! #QBOChat
@qbclay@vrcqbpro value billing, nice! and that is working out all around? clients like it too? #QBOchat
@BizBooksCloudIt really is not a complicated process for most clients, but they do not have a clue and are afraid, so there is a LOT of value #QBOchat
@AAGJsnRT @QBOchat: Tip: If using merchant account, beware of any recurring charges set up in desktop. Turn them off and re-establish in QBO. #QBO…
@jazfunA7: make sure you reconnect any apps that they had configured to qbdt #qbochat
@QBOchatTip: You may want to consider timing of payroll before conversion. Last thing anyone wants is delay in paying employees! #QBOchat
@qbclay@BizBooksCloud good call out, fear can lead to more value #QBOchat
@qbclaywonder if we should lead with that from marketing standpoint, hmmmm #QBOchat
@QBOchatYou can tell this new payroll conversion thing is very exciting for me 🙂 #thewaitisover #QBOChat
@BizBooksCloudfear sells hahaha RT @qbclay wonder if we should lead with that from marketing standpoint, hmmmm #QBOchat
@vrcqbproThe interface is always an adjustment, but they always end it up saying “I LOVE IT” RT @qbclay @vrcqbpro clients like it too? #QBOchat
@madelinekreevesRT @QBOchat: Tip: You may want to consider timing of payroll before conversion. Last thing anyone wants is delay in paying employees! #QBO…
@AeroWorkflowRT @vrcqbpro The interface is always an adjustment, but they always end it up saying “I LOVE IT” RT @qbclay clients like it too? #QBOchat
@vrcqbproRT @QBOchat : You may want to consider timing of payroll before conversion. Last thing anyone wants is delay in paying employees! #QBOchat
@BizBooksCloudI agree, can’t wait for 100% RT @QBOchat You can tell this new payroll conversion thing is very exciting for me 🙂 #thewaitisover #QBOchat
@qbclay@vrcqbpro nice! this is great to hear. in my position, i mostly hear complaints so I love hearing the other side too once in while #QBOchat
@QBOchatQ8: For the App pros in the chat, what advice do you have for clients using an app on desktop already who move to QBO? #QBOchat
@jazfunA7d review processes while converting & make suggestions for apps that will save time & help with getting client comfortable with #qbochat
@QBOchatRT @vrcqbpro: The interface is always an adjustment, but they always end it up saying “I LOVE IT” RT @qbclay @vrcqbpro clients like it too?…
@vrcqbpro@qbclay you need to talk to them a month later. Change is hard. #QBOchat
@BizBooksCloudApps still connect to desktop?? 🙂 #QBOchat
@Redmond_LauraA8: be prepared, you may need to create a new account for the app, most can’t move from qbd to qbo #QBOchat
@vrcqbproRT @Redmond_Laura A8: be prepared, you may need to create a new account for the app, most can’t move from qbd to qbo #QBOchat
@AAGJsnRT @Redmond_Laura: A8: be prepared, you may need to create a new account for the app, most can’t move from qbd to qbo #QBOchat
@Redmond_LauraLOL! RT @BizBooksCloud Apps still connect to desktop?? 🙂 #QBOchat
@QBOchatA8: Like payroll, timing can be important. Some apps require you to set up new account. #QBOchat
@qbclay@vrcqbpro great call! #QBOchat
@QBOchatRT @Redmond_Laura: A8: be prepared, you may need to create a new account for the app, most can’t move from qbd to qbo #QBOchat
@AeroWorkflow@QBOchat Q8: be careful – ask about possible data duplication #QBOchat
@QBOchatRT @AeroWorkflow @QBOchat Q8: be careful – ask about possible data duplication #QBOchat
@jazfunYou would be surprised what I find! They have all kinds of things that need replacement #qbochat https://t.co/mttxn7A4my
@vrcqbpro@QBOchat A8: New account – Its the path of least resistance. Plus keeps out all the garbage you left behind in the QBD file. #QBOchat
@expensify@QBOchat A8: Great apps have desktop versions & work in real-rime with one another. #qbochat
@Redmond_LauraA8: syncing is so much easier! don’t have to open QBD program or company file to sync! #QBOchat
@qbclayRT @AeroWorkflow @QBOchat Q8: be careful – ask about possible data duplication Yeah i think would be similar to qb payments #QBOchat
@trent_mclaren@jazfun @alisonatintuit #qbochat she’s welcome anytime! You all are! Let me know if anyone visits #sydney
@AeroWorkflowRT A8: New account – Its the path of least resistance. Plus keeps out all the garbage you left behind in the QBD file. #QBOchat
@QBOchatI hope this was helpful! Any other conversion questions/ comments on your minds? #QBOchat
@qbclay@AeroWorkflow you mean new chart of account or new app account? lose past data? #QBOchat
@vrcqbproRT @AeroWorkflow @QBOchat Q8: be careful – ask about possible data duplication #QBOchat
@BizBooksCloudAmen, automatic is one of the biggest selling points for QBO to me RT @Redmond_Laura A8: syncing is so much easier! #QBOchat
@QBOchat.@MichelleLongCPA recently did a #QBPowerHour with FAQs on this topic. #QBOChat -er @mb_bossman joined! https://t.co/iycmpsLEeO #QBOchat
@AeroWorkflow@qbclay New app account #QBOchat
@Redmond_Laura@vheckman – you are AWESOME! RT @QBOchat I hope this was helpful! Any other conversion questions/ comments on your minds? #QBOchat
@QBOchatLast quick tip: For the accountant’s guide to moving online go to: https://t.co/sodCrTkDCJ PT 2 is conversion. #QBOChat
@AAGJsnRT @QBOchat: .@MichelleLongCPA recently did a #QBPowerHour with FAQs on this topic. #QBOChat -er @mb_bossman joined! https://t.co/iycmpsLEe…
@vrcqbproRT @QBOchat Last quick tip: For the accountant’s guide to moving online go to: https://t.co/oOC5t9IQrW PT 2 is conversion. #QBOchat
@AAGJsnRT @QBOchat: Last quick tip: For the accountant’s guide to moving online go to: https://t.co/sodCrTkDCJ PT 2 is conversion. #QBOChat
@AAGJsnRetweeted QBOchat (@QBOchat):.@MichelleLongCPA recently did a #QBPowerHour with FAQs on this topic. #QBOChat… https://t.co/E1G0Wgz6ly
@jazfunI ❤️❤️ @IntuitApps bc it keeps the right people in their software! #NotMyAccountingSoftware #qbochat
@madelinekreevesRT @Redmond_Laura: @vheckman – you are AWESOME! RT @QBOchat I hope this was helpful! Any other conversion questions/ comments on your min…
@AeroWorkflowRT @QBOchat Last quick tip: For the accountant’s guide to moving online go to: https://t.co/ZAkFseEQIt PT 2 is conversion. #QBOchat
@qbclayRT @AeroWorkflow: RT @QBOchat Last quick tip: For the accountant’s guide to moving online go to: https://t.co/ZAkFseEQIt PT 2 is conversio…
@alisonatintuitRT @AeroWorkflow: RT @QBOchat Last quick tip: For the accountant’s guide to moving online go to: https://t.co/ZAkFseEQIt PT 2 is conversio…
@tsheetsRT @QBOchat: Last quick tip: For the accountant’s guide to moving online go to: https://t.co/sodCrTkDCJ PT 2 is conversion. #QBOChat
@jazfunRT @AeroWorkflow: RT @QBOchat Last quick tip: For the accountant’s guide to moving online go to: https://t.co/ZAkFseEQIt PT 2 is conversio…
@qbclayfun chant, been a while for me, great job @vheckman ! see you all next time. oh and rebirth of @qboshowlive is today at 4mst #QBOchat
@jazfunRT @QBOchat: Last quick tip: For the accountant’s guide to moving online go to: https://t.co/sodCrTkDCJ PT 2 is conversion. #QBOChat
@AeroWorkflowAero users can use an Aero Library template for conversions #QBOchat
@AAGJsnRT @qbclay: fun chant, been a while for me, great job @vheckman ! see you all next time. oh and rebirth of @qboshowlive is today at 4mst #Q…
@QBOchatFavorite takeaways from today’s chat? #QBOchat
@KimtuitiveI always tell firms “you may hate it for a month or two, but stick with it & I promise you’ll thank me!” 🙂 #QBOChat https://t.co/Db7lygz8uj
@vrcqbproGreat chat today @vheckman ! Hope you feel better soon @CathyIconis !! #QBOchat
@BizBooksCloudUm where do I find that? RT @qbclay rebirth of @qboshowlive is today at 4mst #QBOchat
@vrcqbproRight!! RT @Kimtuitive I always tell firms “you may hate it for a month or two, but stick with it & I promise you’ll thank me!” 🙂 #QBOchat
@jazfunRT @trent_mclaren: @jazfun @alisonatintuit #qbochat she’s welcome anytime! You all are! Let me know if anyone visits #sydney
@AeroWorkflowLot’s of great info today! Thanks everyone – rest us @CathyIconis #QBOchat
@madelinekreevesOutstanding work @vheckman! Loved the pace of the chat today. See you all next time #qbochat
@Redmond_LauraRT @qbclay: fun chant, been a while for me, great job @vheckman ! see you all next time. oh and rebirth of @qboshowlive is today at 4mst #Q…
@vrcqbproLink? RT @qbclay @qboshowlive is today at 4mst #QBOchat
@QBOchatThanks for chatting with me ( @vheckman )! Wishing @CathyIconis a quick recovery!! Have a great rest of the week! #QBOchat
@qbclay@vrcqbpro @qboshowlive https://t.co/ZY0hIy8qgH #QBOchat
@AAGJsnGreat job @vheckman ! #QBOchat
@Redmond_LauraWe miss you @CathyIconis!!! #QBOchat
@AAGJsnRT @qbclay: @vrcqbpro @qboshowlive https://t.co/ZY0hIy8qgH #QBOchat
@qbclaywe talking source vs target in reporting today #QBOchat
@AeroWorkflowRT @qbclay @vrcqbpro @qboshowlive https://t.co/SljDPYX5cz #QBOchat
@QBOchatRT @qbclay: fun chant, been a while for me, great job @vheckman ! see you all next time. oh and rebirth of @qboshowlive is today at 4mst #Q…
@KimtuitiveGreat job today, @vheckman running @QBOchat – missed you though, @CathyIconis! #QBOChat!
@AAGJsnRetweeted Woody Adams (@qbclay):@vrcqbpro @qboshowlive https://t.co/GPDXCz6psr #QBOchat https://t.co/eTwJzvD1G6
@jazfunWay to Rock it @vheckman! Thank you all excellent conversion tips #qbochat
@qbclayRT @jazfun: Way to Rock it @vheckman! Thank you all excellent conversion tips #qbochat
@AeroWorkflowRT @jazfun Way to Rock it @vheckman! Thank you all excellent conversion tips #QBOchat
@jazfunRT @AeroWorkflow: Lot’s of great info today! Thanks everyone – rest us @CathyIconis #QBOchat
@tsheetsGreat job, @vheckman! Awesome and informative chat today! #QBOchat
@jazfunRT @qbclay: @vrcqbpro @qboshowlive https://t.co/ZY0hIy8qgH #QBOchat
@jazfunRT @AAGJsn: Great job @vheckman ! #QBOchat
@vrcqbproRT @qbclay @qboshowlive https://t.co/RHLlutXvDU Today at 4pmMST! #QBOchat
@QBOchatRT @vrcqbpro: RT @qbclay @qboshowlive https://t.co/RHLlutXvDU Today at 4pmMST! #QBOchat
@jazfun😷🤒 feel Better @CathyIconis #qbochat & family!
@vheckmanHad a blast leading @QBOchat today! Thank you @CathyIconis for having me host and for all who participated! Love this community! #QBOChat

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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