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BIG NEWS!The Build Your Best Bookkeeping Practice Podcast is now available!

4/30/15 – Saving Time with Downloaded Transactions

@QBOchatWelcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz. #QBOchat
@HubdocJamie from @Hubdoc here. In sunny Toronto. Fired up for some #QBOChat! Thx! #QBOchat
@jazfunHey PEEPS!!! #QBOchat
@MegsquitoWoohoo, #QBOChat! Meg B, Intuit Tucson, All Star Community Moderator! #QBOchat
@jazfunHow is everyone? good to see you Cathy you feeling better? #QBOchat
@EnergizedName: Bill Location: Sunny Toronto Biz: Energized Accounting Inspiration: Jazz Fun #QBOchat
@getclocksharkWassup everybody? #QBOchat
@QBOchatFYI- @QBOSarahK here running chat today. @cathyiconis is sick! Go easy on me peeps πŸ™‚ #QBOchat
@funderaparty people! Meredith here in NYC….+5 to the person who figures out the name of my business #QBOchat
@jazfunJan Haugo – Sunny Scottsdale AZ, Owner of JH & Associates Virtual accounting πŸ™‚ #QBOchat
@mb_bossmanHey everyone! Matt B, Intuit Tucson, Support Specialist and owner of @FBMPhotobooth #QBOchat
@vheckmanValerie from Chicago here. Product Specialist from @IntuitAccts #QBOchat
@tasha_gormanHi everyone Natasha Gorman Business Development Intuit #qbochat
@IntuitAcctsCA#QBOChat starting now! Come join the conversation -> http://t.co/J4I2uUgE5q #QuickBooksOnline @QBOChat #cloudaccounting
@getclocksharkCliff here at ClockShark #QBOchat
@QBOProSharon from QBO Pro powered by Redmond Accounting in Cleveland! #QBOchat
@accountingpeaceHey Y’all! Jody from a patio in the crooked letter state. #qbochat
@QBOchat@jazfun She’s not Jan! Poor lady. #QBOchat
@MrScottClarkHello, Scott from CCS Property Services in Green Bay. It feels like it has been a couple of weeks since I’ve chatted with you all #QBOchat
@DamienGreatheadExcited to be on #qbochat
@QBOchatToday we’ll be discussing Saving Time with Downloaded Transactions. Please share your thoughts and comments as we go. #QBOchat
@jazfun@QBOchat UGH.. I wanted to check in on her.. Hope she feels better πŸ™‚ #QBOchat
@IntuitAccts#QBOChat starting now! Come join the conversation -> http://t.co/jLnZPUs2Zh #QuickBooksOnline @QBOChat #cloudaccounting
@jazfunWelcome @DamienGreathead ! good to see you again #QBOchat
@tsheetsKelly Brown from TSheets in beautiful Eagle, Idaho! #QBOchat
@lorifraleighHello, Lori from @IntuitDev here. Pairing up with our @IntuitApps team today to help you all. #QBOchat
@QBOchat@jazfun I think the hot sauce got the best of her πŸ˜‰ #QBOchat
@fundinggatesHey all! It’s Diana from Funding Gate..you know.. the #1 AR management app πŸ™‚ Typing from NYC #QBOchat
@BrightBooksHi all. Cindy with Bright Bookkeeping from Chicago. Where winter refuses to go away. #QBOchat
@AeroWorkflowVictoria Cameron and Laura Redmond in the Bay Area from Aero Workflow #qbochat
@vheckmanHope @cathyiconis isn’t sick from chugging hot sauce! #QBOchat
@Energized@jazfun @DamienGreathead The Dr prescribed more Tequila to kill the germs #QBOchat
@lorifraleigh@QBOchat When did the topic change? I thought we were doing how to get through a cash crunch. http://t.co/vS4tq4Bi4K #QBOchat
@BrightBooksHi Diana @fundinggates hope you are having a fun day. #QBOchat
@alisonatintuitHI Everyone!! its @SherriVoirin and me at the #FlaggNY2015 show in NY! We are tag-tweeting! #QBOChat
@ignition_maxHi everyone, Max from @ignitionapp here #QBOchat
@jazfun@BrightBooks Hi Cindy! good to see you! πŸ™‚ #QBOchat
@AustinNexus@jazfun Hey Jan! #qbochat
@expensify@QBOchat Natalie here with the Expensify team! Ready to hear how you save time! #QBOchat
@MegsquitoWelcome everyone! @alisonatintuit I’m totally jealous you’re in the land of great pizza! #QBOchat
@BizBooksCloudGreetings all, Brent Blackburn here in Utah, owner of Biz Books Cloud LLC #QBOchat
@jazfun@AustinNexus HIya Brian.. How’s the hunt for Tobasco going? #QBOchat
@MrScottClarkHello, Scott from CCS Property Services in Green Bay. It feels like it has been a couple of weeks since I’ve chatted with you all #QBOchat
@expensify@alisonatintuit @SherriVoirin Make sure you visit the Expensify team! #QBOchat
@Energized@alisonatintuit @SherriVoirin Welcome! Pull up a chair. Grab a drink. Let’s talk QB! #QBOchat
@QBOchat@lorifraleigh That’ll be next week’s topic Lori. Sorry, we had a last minute change of plans. #QBOchat
@jazfun@MrScottClark Welcome back.. missed you πŸ™‚ #QBOchat
@fundinggatesWe’ve brought an accountant! @ServelloCPA from Grafton MA! He JUST opened his own practice…can we show him some #QBOchat love? #QBOchat
@abacuslabs@QBOChat hi everyone! Happy Thursday #QBOchat
@QBOchatWe invite all types of @QuickBooks users – #smallbiz, accountants, developers, and more to join our #QBOchat. #QBOchat
@AustinNexusBrian Austin, Channel Relations @avalara – hey #qbochat!
@mb_bossmanWelcome @ServelloCPA Great to have you in the chat today!! #QBOchat
@tsheetsHello @ServelloCPA ! Welcome to #QBOchat! #QBOchat
@MegsquitoWelcome to the fun @ServelloCPA ! We’re so happy to have you! #QBOchat
@expensify@BrightBooks Sorry to hear the weather whoas, come visit us in sunny SF! #QBOchat
@Hubdoc@ServelloCPA: nice to virtually meet you. Welcome! #QBOchat
@QBOchat@vheckman I hear you’re a bank feed expert πŸ˜‰ #QBOchat
@fundinggatesHey @BrightBooks !! Hope youre day is going swell!! #QBOchat
@vheckmanYou must be mistaken! That’s Chicago! RT @Megsquito @alisonatintuit I’m totally jealous you’re in the land of great pizza! #QBOchat
@Energized@fundinggates @ServelloCPA Wow – welcome to a real live accountant – oh yeah, tax time is over in the US! #QBOchat
@MrScottClark@jazfun I just hate it when work gets in the way of my fun lol #QBOchat
@jazfun@QBOChat what is today’s topic? #QBOchat
@KimtuitiveHowdy #QBOChat! Happy Thursday from sunny SoCal – Kim Hogan, National Accounts BDM at @IntuitAccts here
@BizBooksCloudWelcome @ServelloCPA ! #QBOchat
@accountingpeace@fundinggates @ServelloCPA Welcome to the party! And congrats on hanging your own shingle. #QBOchat
@AustinNexus@jazfun Found the tobasco, now have to do the “thing” #qbochat
@danielleferrisHI everyone! Danielle from Intuit here. Reporting from MTV. Let’s give a shout out to @cathyiconis for her brave #SNHHotSauce work! #QBOchat
@jazfun@MrScottClark I do as well :0.. I say we make work fun with #QBO πŸ™‚ + #FAVEApps πŸ™‚ #QBOchat
@Kimtuitive@abacuslabs @QBOchat welcome back to #QBOChat! πŸ™‚
@QBOchat@jazfun We’ll be discussing saving time with downloaded transactions #QBOchat
@ReceiptBankWelcome @ServelloCPA to team #QBOchat!
@vheckman*Blushing* Do what I can! RT @QBOchat @vheckman I hear you’re a bank feed expert πŸ˜‰ #QBOchat
@mb_bossman@vheckman @Megsquito @alisonatintuit I think we are going to need a Pizza throw-down next #QBOChat (Send some my way too!) #QBOchat
@QBOchatKeep the introductions coming. #QBOchat – Also share if you are a #smallbiz owner, accountant or developer/app. #QBOchat
@abacuslabsThanks @Kimtuitive we were sad we missed last week – good to be back in the game! #QBOchat
@BrightBooks@danielleferris @cathyiconis Yay Cathy! #QBOchat
@jazfun@AustinNexus Good luck.. Just saying.. My tongue is just finishing up being numb #QBOchat
@rothgordonHi all… Happy QBOChat day! #QBOchat
@BizBooksCloudMTV meaning Mountain View, not the TV network πŸ™‚ #QBOchat
@jazfunLOL @BizBooksCloud .. I like both πŸ™‚ #QBOchat
@IntuitAppsCheers from sunny Mountain View, CA as well! #QBOchat
@Energized@QBOchat You found me out. I’m really an app. Just call me Ex Machino #QBOchat
@jazfunhey @vheckman How are you? #QBOchat
@BrightBooks@jazfun Your challenge video was FABULOUS! And I have all those shirts. πŸ™‚ #QBOchat
@AustinNexus@jazfun Don’t say that…tell me it was easy, painless, and fun #qbochat
@jazfun@Kimtuitive .. Got your travelling shoes still on? good to see you ! #QBOchat
@vheckmanGreat, how are you? RT @jazfun hey @vheckman How are you? #QBOchat
@ChargeOverHappy Thursday everyone! #QBOchat
@BizBooksCloudI have yet to visit Mountain View #QBOchat
@Kimtuitive@AustinNexus @jazfun it appears we’re in a Tobasco holding pattern… πŸ˜‰ #QBOChat
@danielleferris@BizBooksCloud yes πŸ˜‰ We work in a bubble sometimes. Though Music Television was a true innovator back in the day! #QBOchat
@jazfun@BrightBooks Guess you should be called out next then right Cindy? πŸ™‚ Yummy Yum Yum in the Tum Tum #QBOchat
@abacuslabs@QBOChat it’s pretty sunny here in NYC this week too! #QBOchat
@BrightBooks@vheckman Thanks for the tip on how to resort rules. I found it hard to believe they were not alphabetical. #QBOchat
@BalanceSheetsCAHey #QBOchat! I miss you all #popsupfromworkforamoment
@Energized@danielleferris @BizBooksCloud I like bubbles, but I prefer them in a glass. #QBOchat
@DamienGreatheadWas gr8 to meet @alisonatintuit in at the Flagg show in NYC yesterday #qbochat
@jazfunHEYA girl! @BalanceSheetsCA in the house!.. How are you doing? #QBOchat
@accountingpeace@Energized Right on!!!! #QBOchat
@Kimtuitive@jazfun about to pack them up for Florida tonight :). East Coast bound for #ITASpring15 tomorrow! #QBOChat
@Energized@BalanceSheetsCA Back to tax, you! [Cracks Whip] #QBOchat
@ChargeOver@BalanceSheetsCA hi! too busy too join us today?? #QBOchat
@expensify@Energized @danielleferris @BizBooksCloud Did I hear champagne all around? Let’s celebrate! #QBOchate #QBOchat
@BrightBooks@jazfun I hope not. #QBOchat
@jazfun@DamienGreathead @alisonatintuit Meeting the #AwesomeAlison is a treat & pleasure πŸ™‚ #QBOchat
@alisonatintuit. @QBOchat It’s the way to go! With QBO just come in in the morning and transactions are already there. #qbochat
@BizBooksCloudWe are about to hit 80 degees here in Utah for the first time this year #QBOchat
@fundinggatesWoohooo @BizBooksCloud !!! #QBOchat
@BizBooksCloudWhat are we celebrating? #QBOchat
@QBOchatThe first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
@jazfun@Kimtuitive OH. Good for you! That’s a fun one though right? #ITASpring15 ? #QBOchat
@jazfun@BrightBooks hahah.. come on!! play along! #QBOchat
@BrightBooksI think I need a trip to see @BizBooksCloud. #IMisstheSun #QBOchat
@abacuslabs@BizBooksCloud that it’s Thursday #QBOchat day! #QBOchat
@MrScottClark@BizBooksCloud That’s too hot for me. It has been between 50-60 degrees and nice and sunny in Wisconsin #QBOchat
@Kimtuitive@AustinNexus @jazfun You’ve been in PR too long, Mr. Publicist! πŸ˜‰ #QBOChat #SNHHOTSAUCE
@alisonatintuit. @DamienGreathead HI Damien! Right back at you! Say hello to that rascal @Receipts_Nelson for me πŸ™‚ #QBOChat #AppsRULE
@ChargeOver@MrScottClark @BizBooksCloud Same here in Minneapolis. #lovingit #QBOchat
@jazfun@Kimtuitive @AustinNexus The hardest part is getting it to post anywhere! LOL you got this.. take off the holding pattern πŸ™‚ #QBOchat
@QBOchatQ1: What functions in the bank feed help you save time? #QBOchat
@jazfun@getclockshark good to see you in the house again.. #QBOchat
@MrScottClark@ChargeOver @BizBooksCloud Sometimes the midwest weather is the best. #QBOchat
@accountingpeace@QBOchat A1: Not having to data enter transactions! Woo-hoo! #QBOchat
@Energized@accountingpeace – love your bean counter Twitter background! #QBOchat
@AeroWorkflowA1: RULES are the best! #qbochat
@getclocksharkYou @jazfun great to see you! #QBOchat
@getclocksharkyo that is #QBOchat
@mb_bossman@QBOchat A1. Auto-categorization of recognized transactions. Shell = always a Fuel Expense #QBOchat
@BrightBooksA1 Love me my RULES. Saves so much time. #QBOchat
@accountingpeace@Energized You have to own up to it at some point, right? #QBOchat
@vheckman@QBOchat A1: Rules! Rules! Rules! #QBOchat
@Megsquito@QBOchat A1 The timesaving advantages of BANK RULES in QBO cannot be understated!! #QBOchat
@QBOPro@QBOchat A1. The new function to delete excluded transactions is a great addition! #QBOchat
@shaunamaher@Kimtuitive @AustinNexus @jazfun @cathyiconis @danielleferris piling on all the #SNHHotSauce comments…love all the vids so far! #QBOchat
@abacuslabs@QBOchat anything that is automated is awesome – data entry stinks! #QBOchat
@BizBooksCloudI miss Rochester, NY in the summer, but not in the winter! #QBOchat
@BrightBooksVery Exciting! RT @QBOPro @QBOchat A1. The new function to delete excluded transactions is a great addition! #QBOchat
@QBOchatWe love rules! A1: QBO will apply rules you created to the downloaded transactions #QBOchat
@jazfunhey @shaunamaher they have been fun!! Not so tasty but FUN #QBOchat
@Energized@accountingpeace Favourite job ad for an accountant: “Too many beans, not enough counters.” #QBOchat
@expensify@mb_bossman @QBOchat Unless you’re on a beach vacation Γ―ΛœΕ“ #QBOchat
@fundinggatesA1: Add Multiple button woop woop!! #QBOchat
@jazfun@QBOchat A1: Exclude transactions saves times on duplication in #QBO #QBOchat
@BizBooksCloud@QBOchat A1 the rules to classify transactions! #QBOchat
@ChargeOver@MrScottClark @BizBooksCloud True that! Fall is my absolute favorite, but this spring is sweet! #QBOchat
@AustinNexus@shaunamaher @Kimtuitive @jazfun @CathyIconis @danielleferris Soooo, Shauna, have you been picked yet for the challenge? #qbochat
@KimtuitiveA1: Auto-matching, Rules, Auto-downloads, etc. etc. etc. (plus a few things I’m making up, right @vheckman? πŸ˜‰ ) #QBOChat
@shaunamaher@jazfun I am SURE!! #QBOchat
@rothgordon@QBOchat A1: Never being worried I forgot a transaction! #QBOchat
@mb_bossman@QBOchat A1 Mobile support!! Categorizing my Bank transactions from my phone at the Dr’s office is brilliant! #QBOchat
@ChargeOver+1 RT @Energized @accountingpeace Favourite job ad for an #accountant: “Too many beans, not enough counters.” #accounting #QBOchat
@BizBooksCloudA1 and the ability to modify multiple transactions at once and then accept them #QBOchat
@MrScottClarkA1 I’m just learning about downloading bank feeds and I know they can match the transactions #QBOchat
@DamienGreathead@QBOChat A1: Not only no data, but no data entry errors! #QBOChat
@BrightBooks@Kimtuitive @vheckman Its okay Kim you always mean well. You were just making sure @qbchicago attendees were paying attention. #QBOchat
@mb_bossmanCan you see it… categorize from your Apple Watch! Let’s make that thing useful. #QBOchat
@fundinggates@QBOchat A1: overall, we just love the updated the user interface, post 2014 redesign #QBOchat
@MegsquitoThey sure can, @MrScottClark ! Matching your bank transactions to what’s in QBO is a great way to stay on track #QBOchat
@vheckman@BrightBooks @Kimtuitive @qbchicago and making sure I was on my toes too! πŸ™‚ #QBOchat
@Kimtuitive@BrightBooks @vheckman EXACTLY! πŸ˜‰ #QBOChat
@DamienGreathead@QBOChat A1 coding multiple transactions at once #qbochat
@MrScottClarkI’m hoping to start downloading transactions soon, just need to convince my superiors….. :/ #QBOchat
@ChargeOver@abacuslabs @QBOchat We tend to agree….since automation is the base of our biz!! #QBOchat
@QBOchat@MrScottClark You’re in the right place! Hopefully we can expand your knowledge today πŸ™‚ #QBOchat
@mb_bossman@QBOchat A1. How it auto-recognizes when there is a transfer or CC payment accepted from another account and finds a match! πŸ™‚ #QBOchat
@DamienGreatheadDo it @MrScottClark they’ll never look back #QBOChat
@QBOchatYou guys are taking all of my answers! #QBOchat
@QBOchatA1: A category is recommended for each transaction based on the bank description #QBOchat
@BrightBooks@mb_bossman @QBOchat Some of my clients still manage to mess that up though. #QBOchat
@jazfunA1: The ability to sort by column when downloaded then Modify in batch #TimeSaver #QBOchat
@mb_bossman@MrScottClark I’d be happy to talk with them if you need some coercing. Time is $$$ and we save you a lot of time with this feature #QBOchat
@ChargeOver@MrScottClark It’ll be lifechangine. I kid you not. πŸ™‚ #QBOchat
@shaunamaher@AustinNexus @Kimtuitive @jazfun @CathyIconis @danielleferris We @IntuitAccts are just here to help spread the support πŸ˜‰ #QBOchat
@jazfun@shaunamaher @AustinNexus @Kimtuitive @CathyIconis @danielleferris @IntuitAccts HAHA bring a firehose πŸ™‚ #QBOchat
@vheckmanI wrote a guest blog on my visit to the @qbshowlive http://t.co/Rn817F2kjJ #QBOchat
@MrScottClark@Megsquito Agreed. I just took a QB training class just to learn a little more about QB. Talked a bunch about this topic. #QBOchat
@HubdocA1: Auto-matching to bank feeds with source docs automatically attached (docs that have been automagically fetched!) πŸ˜‰ #QBOchat
@mb_bossman@MrScottClark Have you checked out our Blog? Great way to find some quick tips and new features http://t.co/lq7swICE2W #QBOchat
@MrScottClark@QBOchat I hope so too. This will probably help make the decision an easier sell. #QBOchat
@jazfunA1: the ability to see what is recognized in a separate tab gives great overview #QBOchat
@BizBooksCloudand the handling of downloaded transactions is at least 10 times better in QBO than in desktop versions #QBOchat
@vheckmanBut it’s easier to watch the video http://t.co/4PNnPjxiyN #QBOchat
@accountingpeaceYes!! RT @BizBooksCloud and the handling of downloaded transactions is at least 10 times better in QBO than in desktop versions #QBOchat
@AustinNexus@shaunamaher @Kimtuitive @jazfun @CathyIconis @danielleferris @IntuitAccts Great PR comeback… #qbochat
@jazfunA1: I like how the matching transactions applies to the background Invoice/Bill πŸ™‚ #QBOchat
@MrScottClark@mb_bossman I haven’t yet…I will now! #QBOchat
@QBOchatA1: Recognized Transactions remembers changes you made to similar transactions #QBOchat
@Kimtuitive@jazfun @shaunamaher @CathyIconis @danielleferris @IntuitAccts Reminder: I DIDN’T choose @AustinNexus for the Ice Bucket #QBOChat #justsayin
@MrScottClark@mb_bossman Thanks for offering the help. We’re always up for making things easier. Just need to get all the details first. #QBOchat
@jazfun@vheckman @qbshowlive Nice article btw πŸ™‚ #QBOchat
@jazfunhey the Jamies are here welcome @Hubdoc #QBOchat
@jazfun@Kimtuitive @shaunamaher @CathyIconis @danielleferris @IntuitAccts @AustinNexus HAHAHA .. Kim nice way out πŸ™‚ #QBOchat
@vheckmanThank you! Bank Feeds are one of my favorite things. πŸ™‚ RT @jazfun @vheckman @qbshowlive Nice article btw πŸ™‚ #QBOchat
@QBOchatQ2: What tips do you have for accepting bank feed items quickly? #QBOchat
@QBOProAbsolutely!RT @BizBooksCloud and the handling of downloaded transactions is at least 10 times better in QBO than in desktop version #QBOchat
@vheckman@QBOchat A2: Hold down Shift to grab the ones you want as a bunch! #QBOchat
@jazfunA2: Get your rules in as fast as you can! Speeds up matching #QBOchat
@QBOchat@BizBooksCloud I think we can all agreed on that one #QBOchat
@Hubdoc@jazfun Great to be here! Thx! Love learning from this group. #QBOchat
@BrightBooksA2 I think the answer to most of your questions to day is going to be RULES!! #QBOchat
@QBOPro@QBOchat A2: Make sure your rules are set up so you can quickly accept transactions #QBOchat
@funderaThings she’d never thought she’d say growing up –> RT @vheckman Thank you! Bank Feeds are one of my favorite things. #QBOchat
@mb_bossmanA2: Select multiple, Batch actions< Modify and Accept selected! #QBOchat
@EnergizedQ2a – Any Canadian tips would be most appreciated! #QBOchat
@KimtuitiveAutomagically fetched using @Hubdoc that is! πŸ˜‰ #QBOChat #TeamIntuitApps
@BizBooksCloudA2 Sort by description so that you can modify and accept a bunch at once #QBOchat
@expensify@QBOchat Q2: Creating a batch action to assign a single category to several transactions at once. #Genius #QBOchat
@jazfun@BrightBooks Agreed Cindy! – Rules, Rules, Rules,, we all want them πŸ™‚ #QBOchat
@accountingpeaceA2: Visit your bank feed weekly instead of monthly. Avoid the snowball effect. #QBOchat
@mb_bossmanI didn’t even know this! :0 RT @vheckman @QBOchat A2: Hold down Shift to grab the ones you want as a bunch! #QBOchat
@DamienGreathead@QBOChat Q2Have the source document sitting their ready to be matched against it – check out @receiptBank for help #QBOChat
@expensify@Kimtuitive @Hubdoc Auto-magically… Love it! #QBOchat
@AeroWorkflowA2: Shift click to select all in the range #QBOchat
@fundinggatesAnother thing we never thought we’d say @fundera RT @jazfun @BrightBooks Agreed -Rules, Rules, Rules,, we all want them πŸ™‚ #QBOchat
@jazfunhey @AeroWorkflow didn’t see you pop in πŸ™‚ #QBOchat
@abacuslabs@qbochat it’s nice to see that we aren’t the only ones who love rules πŸ™‚ #automationrules #QBOchat
@MrScottClarkI do that. Makes life easier. RT @accountingpeace A2: Visit your bank feed weekly instead of monthly. Avoid the snowball effect. #QBOchat
@QBOchatA2: Go through Recognized Transactions first #QBOchat
@vheckman@mb_bossman @QBOchat Happy I got to teach you something new today! πŸ™‚ #QBOchat
@jazfun@lorifraleigh .. keeping the lone unicorn in check? #QBOchat
@3CloudConsultsHey @jazfun – Laura and I are working together today – thought weÒ€ℒd pop in! #QBOchat
@QBOchat@vheckman @mb_bossman droppin knowledge bombs as usual #QBOchat
@BizBooksCloudWithout mass modify and accept, thousands of PayPal transactions a month would be a nightmare #QBOchat
@abacuslabs@jazfun @lorifraleigh when do we get to meet this unicorn you keep speaking of?! #QBOchat
@jazfunHEY @3CloudConsults great to see you both πŸ™‚ now the party is started.. @tsheets @AeroWorkflow πŸ™‚ #QBOchat
@Diana_at_WorkTech glich = overcome eh @ServelloCPA πŸ™‚ #QBOchat
@Kimtuitive@fundera @vheckman right? It’s like my story about playing @ScanSnap Barbie as a little girl…cc: @ronaldbaker #WhenIGrowup πŸ˜‰ #QBOChat
@QBOchatA2: Use Batch Actions, where you can apply a single action to multiple transactions #QBOchat
@alisonatintuit. @mb_bossman @vheckman @Megsquito That’s hilarious. All I have is cake on a stick! #QBOChat
@ServelloCPA@Diana_at_Work Thanks for the warm welcome! #QBOchat
@QBOchat@BizBooksCloud Hopefully one day PayPal will play nicer with QBO #QBOchat
@mb_bossmanStay tuned…App updates are in the near future RT @QBOchat @BizBooksCloud Hopefully one day PayPal will play nicer with QBO #QBOchat
@jazfun@ServelloCPA welcome to the crazy group.. sit back have some fun! #QBOchat
@expensify@alisonatintuit @mb_bossman @vheckman @Megsquito We have been hearing about the cakepops at #FlaggNY2015! Please share! #QBOchat
@BizBooksCloudI haven’t tried the PayPal app yet, but it is on my agenda for tdoay RT Hopefully one day PayPal will play nicer with QBO #QBOchat
@shaunamaher@alisonatintuit are they as good as they look?! Our Facebook page has been loving them! #QBOchat
@BrightBooks@AeroWorkflow Are you still looking for Beta testers? #QBOchat
@vheckman@alisonatintuit @mb_bossman @Megsquito Those look delightful!! #QBOchat
@qbexpertchicagoHey everyone I finally remembered to chime in to #QBOChat
@MrScottClark@jazfun @ServelloCPA Be careful though….sometimes we have too much fun πŸ™‚ #QBOchat
@mb_bossman@expensify @alisonatintuit @vheckman @Megsquito I think I am missing something..I have no cakepops at my desk πŸ™ #QBOchat
@alisonatintuit. @RachelNIntuit @SherriVoirin We are getting punchy! Does it show? #QBOchat
@tsheetsAll of the hot sauce talk makes us excited about #SNH2015! Role call! Who is planning on being there? #QBOchat
@MegsquitoWelcome, @qbexpertchicago ! It’s great to see you! #QBOchat
@BrightBooksMARK!!! @qbexpertchicago Good to see you in the Twitter-verse. #QBOchat
@fundinggates@tsheets CHECK #SNH2015! #QBOchat
@jazfunwelcome back @qbexpertchicago How are you today? #QBOchat
@QBOchatA2: Go through your bank feed daily (I think @accountingpeace already called this out!) #QBOchat
@ChargeOver@qbexpertchicago Yay! Although at the moment there’s a lot of discussion about hot sauce and cakepops…. πŸ˜‰ #QBOchat
@accountingpeace@tsheets Me!!!!!!!!!!! So excited! #QBOchat
@AustinNexus@qbexpertchicago Hey Mark! Welcome to #qbochat
@tsheetsYes! πŸ™‚ RT @fundinggates @tsheets CHECK #SNH2015! #QBOchat
@jazfun@tsheets Check,, tobasco in hand πŸ™‚ #QBOchat
@MrScottClark@qbexpertchicago Hello there sir. #QBOchat
@tsheetsWhoop whoop! RT @accountingpeace @tsheets Me!!!!!!!!!!! So excited! #QBOchat
@vheckmanWait @qbexpertchicago is here?! Now the party can really start! Ready for the Blackhawks weekend, Mark? #QBOchat
@expensify@qbochat @mb_bossman We must talk to @InuitInc! #QBOchat
@jazfun@davidLeary is fasionably #learyLate #QBOchat
@qbexpertchicago@BrightBooks can’t wait to see you and everyone else at @sleetergroup #qbochat
@MegsquitoOh man, hockey fans in #QBOChat?! Amazing!! #QBOchat
@BrightBooks@tsheets I will be at SNH. Hoping to repeat my $1000 @tsheets win from last year. #QBOchat
@tsheetsHaha! We’ll all have our bottles of tobasco! πŸ™‚ RT @jazfun @tsheets Check,, tobasco in hand πŸ™‚ #QBOchat
@jazfunhey @jtumacder good to see you! #QBOchat
@qbexpertchicago@jazfun doing great looking forward to the weekend #QBOChat
@vheckmanAbsolutely! RT @Megsquito Oh man, hockey fans in #QBOChat?! Amazing!! #QBOchat
@Kimtuitive@qbexpertchicago Shoot! BDM FAIL on my part – should have reminded you! #QBOChat
@BalanceSheetsCA@Energized HST returns here! #QBOChat
@jazfun@qbexpertchicago #TaxSeasonRelief! #QBOchat
@mb_bossmanAll these new faces, this is becoming quite a popular place to be! #QBOchat
@tsheetsCheck it out, the game is ON! RT @BrightBooks @tsheets I will be at SNH. Hoping to repeat my $1000 @tsheets win from last year. #QBOchat
@alisonatintuit. @mb_bossman @expensify @vheckman @Megsquito HMMMM – maybe we should ship you one? Talk to @donnaduncan πŸ™‚ #QBOChat
@expensify@jazfun I think we should expect @davidLeary in the next 20 minutes. #LearyLate #QBOchat
@fundera@tsheets we’ll be there. pouring hot sauce into people’s mouths! #QBOchat
@HubdocDid I hear someone just mention hockey ?!?!?! How about hockey for a future #QBOChat topic? Who’s in?? πŸ˜‰ #QBOchat
@jtumacderThanks @jazfun. Good to see everyone in #QBOchat
@BalanceSheetsCA@jazfun Hey there. I’m insanely busy these days. Plus still doing all that rehab. Miss my #QBOchat though
@abacuslabs@fundera @tsheets pure intensity #QBOchat
@QBOchatA2: Customize the columns to best suit you #QBOchat
@jazfun@Megsquito @Hubdoc @AZCoyotes got ROBBED I tell you.. Pick #3.. #BoycottingHockey πŸ™ #QBOchat
@MrScottClark@mb_bossman Yeah this chat keeps getting bigger and bigger. That’s awesome. #QBOchat
@tsheetsFundera brings the spice everywhere they go! RT @fundera @tsheets we’ll be there. pouring hot sauce into people’s mouths! #QBOchat
@jazfun@BalanceSheetsCA it’s baby steps.. good to see you #QBOchat
@expensify@QBOChat @donnaduncan Our Team at #FlaggNYC2015 are raving about your cakepops. Please send us some sugar, please! #QBOchat
@QBOchat@MrScottClark @mb_bossman And we love the growth! #QBOchat
@fundinggatesNice tip @QBOChat …custom views are DEF the way to go #QBOchat
@fundera@tsheets nice one πŸ™‚ air-fiving your from afar #QBOchat
@RachelNIntuit@alisonatintuit @SherriVoirin I just hope we have this much fun in NJ! #QBOchat #Intuitlife !
@donnaduncan.@alisonatintuit @mb_bossman @expensify @vheckman @Megsquito Or maybe, we should ship @mb_bossman to our next show? #QBOChat
@tsheets@fundera Hot sauce air-five accepted! πŸ™‚ #QBOchat
@alisonatintuit.@expensify @mb_bossman @vheckman @Megsquito You can walk over and get one πŸ™‚ #QBOchat
@Kimtuitive@jtumacder @jazfun wow – @qbexpertchicago, Jacint, all the VIPs are at #QBOChat today – we just need a cameo by Mr Hot Sauce, @jim_mcginnis
@MegsquitoOnly if I can go too! RT @donnaduncan @alisonatintuit @expensify @vheckman Or maybe, we should ship @mb_bossman to our next show? #QBOchat
@vheckman@Hubdoc I bet we can draw some comparisons between accounting and hockey! #QBOchat
@mb_bossman@donnaduncan I like that idea. Unlike cakepops, I don’t get stale after several days of travelling πŸ˜‰ #QBOchat
@IntuitAcctsAbsolutely! RT @mb_bossman All these new faces, this is becoming quite a popular place to be! #QBOchat
@mb_bossmanI think that’d be a long walk… RT @alisonatintuit .@expensify @mb_bossman @vheckman @Megsquito You can walk over and get one πŸ™‚ #QBOchat
@QBOchat@vheckman @Hubdoc That might be a fun #QBOchat topic #QBOchat
@QBOchatQ3: What would you recommend to prevent common mistakes when downloading transactions? #QBOchat
@alisonatintuit. @RachelNIntuit @SherriVoirin COUNT on it!! #Intuitlovesaccts #QBOchat #lovemypeeps
@qbexpertchicago@vheckman yes and the @chicagobulls game tonight. Can’t wait for us to finally beat Milwaukee and move on to face @KingJames #qbochat
@vheckmanIf @davidleary were here we’d hit 30 chatters! #learylate πŸ˜‰ #QBOchat
@jazfun@Kimtuitive @jtumacder @qbexpertchicago @jim_mcginnis For sure that has been my #Fave Video so far.. Nice job JIM #QBOchat
@accountingpeaceDoes @starbucks still sale cakepops? Subliminal craving. #QBOchat
@mb_bossman@QBOchat A3: Don’t hit “Accept All” before categorizing! #QBOchat
@jtumacderThanks @Kimtuitive. Brought my new friend with me. #QBOChat http://t.co/E7DSvF5azB
@vheckman@QBOchat A3: Don’t bring over 90 days of transactions if you don’t need them! Choose a shorter range! #QBOchat
@DamienGreathead@QBOchat A3 The source document sitting alongside helps a lot! #QBOChat
@expensify@vheckman @davidleary Wasn’t that his goal when he hosted #QBOchat? Where is he?! #LearyLate #QBOchat
@accountingpeaceBeen there πŸ™ RT @vheckman @QBOchat A3: Don’t bring over 90 days of transactions if you don’t need them! Choose a shorter range! #QBOchat
@Kimtuitive@QBOchat @vheckman @Hubdoc both accounting and hockey have CHECKS! πŸ˜‰ #QBOChat
@fundinggatesA3: when you record income via a deposit, the transaction wonÒ€ℒt be reflected in the Customer Center = uh ohhh #QBOchat
@MrScottClark@vheckman @davidleary Technically we’re over 30 already since not everyone uses Nurph. Which is sweet! #QBOchat
@ChargeOver@Kimtuitive @QBOchat @vheckman @Hubdoc good one!! #QBOchat
@abacuslabshaahaha RT @Kimtuitive @QBOchat @vheckman @Hubdoc both accounting and hockey have CHECKS! πŸ˜‰ #QBOchat
@BizBooksCloudA3 Just because it is green doesn’t mean it is right, look at the matched transaction before you accept #QBOchat
@QBOchatA3: To prevent duplicates, do not add transactions from the bank feed that already exist in QuickBooks. #QBOchat
@alisonatintuit. @accountingpeace Yes they do – but ours are BETTER. Ours have @QuickBooks on them. YUMMY. #QBOchat #greenteethandworthit
@BrightBooksA3 That hand written checks still need to be entered directly. #QBOchat
@vheckman@MrScottClark Good call! I didn’t think of that πŸ™‚ #QBOchat
@tsheets@QBOchat @vheckman @Hubdoc Well done, @Kimtuitive!! #QBOchat
@AeroWorkflowA3: Make sure you review the bank register after youÒ€ℒre done accepting transactions #QBOchat
@expensify@vheckman @davidleary Good point @MrScottClark, I think we are breaking #QBOchat records Γ―β„’Ε’ #QBOchat
@fundinggatesAmen sistas! RT @accountingpeace Been there πŸ™ RT @vheckman @QBOchat A3: Don’t bring over 90 days of transactions.. #QBOchat
@HubdocNice! RT @Kimtuitive @QBOchat @vheckman @Hubdoc both accounting and hockey have CHECKS! πŸ˜‰ #QBOchat
@accountingpeaceA3: Pay attention to what you are “matching”. #QBOchat
@qbexpertchicago@Kimtuitive funny part was I was already logged into Twitter but got sidetracked until now #QBOChat
@QBOchat@accountingpeace Pay attention period is probably the best advice! #QBOchat
@mb_bossmanA3: When working with xfers and CC payments, and both accounts are connected, accept all xfers/payments from 1 account at a time. #QBOchat
@DamienGreathead@QBOchat A3 The guys at @FileThis will go fetch the stetments for you too #QBOChat
@jazfunA3: Watch your DATES.. cleared transactions.. could be duplicated as they aren’t picked up in the downloads #QBOchat
@fundera@QBOchat A3. Hire a QB Pro Advisor to do it? #QBOchat
@alisonatintuit. @MrScottClark @vheckman @davidleary I don’t use Nurph, Am I missing out? #QBOchat
@accountingpeaceSo I shouldn’t do this while watching #Nashville? RT @QBOchat @accountingpeace Pay attention period is probably the best advice! #QBOchat
@MrScottClark@expensify @vheckman @davidleary I would like to know how many members other tweet chats have on a regular basis. #QBOchat
@QBOchat@mb_bossman I have definitely NOT done this. It’s not fun. #QBOchat
@jtumacderA3: I think you can you make a rule for payee contains “Check” so they don’t always get autocategorized #QBOchat
@AeroWorkflowGreat point! #QBOChat https://t.co/YOkWE8fC9F
@QBOchat@alisonatintuit @MrScottClark @vheckman @davidleary YES! #QBOchat
@MegsquitoYES! Chats are much easier to follow RT @alisonatintuit . @MrScottClark @vheckman @davidleary I don’t use Nurph, Am I missing out? #QBOchat
@fundinggatesNICE lol RT @fundera A3. Hire a QB Pro Advisor to do it? #QBOchat @fundera #QBOchat
@mb_bossmanA3: (New feature) Delete transactions that may be duplicated or need to be permanently “excluded” …Before your client’s find them #QBOchat
@ryclaykelleyA3 Do NOT let your small biz owners include there personal accounts! #QBOchat
@MrScottClark@alisonatintuit No. Nurph is just displayed so nicely when seeing all the tweets and questions and who’s all chatting. #QBOchat
@vheckman@QBOchat A3: Be sure to “find match” in case you have a match out there! Discrepancies in amount, date, type of transaction… #QBOchat
@QBOchat@fundera Nailed it #QBOchat
@BrightBooksFantastic Idea RT @jtumacder A3 I think you can you make a rule for payee contains “Check” so they don’t always get autocategorized #QBOchat
@expensify@MrScottClark Irrelevant… we have the more fun & more valuable information, which is what matters… right? #QBOchat
@fundinggatesI think Nurph makes it easier to follow along @Megsquito #QBOchat
@MegsquitoI completely agree! RT @fundinggates I think Nurph makes it easier to follow along @Megsquito #QBOchat
@vheckman@QBOchat A3: Open your register in another tab or window to compare what’s in QBO against the bank feed. #QBOchat
@MrScottClark@expensify I agree, this is a super fun group #QBOchat
@QBOchat@ryclaykelley Ryan was under anesthesia this morning. Not that that makes his grammar mistakes forgivable πŸ™‚ #QBOchat
@AeroWorkflowSo excited about this feature #QBOChat https://t.co/exLCieogWh
@fundinggatesI meant to ask you @QBOChat — I used to use TweetChat to participate & then it stopped working, how did you do that? #OWNit #QBOchat
@QBOchatLOVE it! RT @vheckman @QBOchat A3: Open your register in another tab or window to compare what’s in QBO against the bank feed. #QBOchat
@BalanceSheetsCAI’ve been busy setting up @mvPetal with @Getpose and #QBO. Love playing with new technology. #QBOChat
@MrScottClark@expensify I use to participate in another tweet chat during my previous career and was not as fun and interesting as #QBOchat
@expensify@QBOchat another week, another valuable #QBOchat with @vheckman hitting all the high notes for us! #QBOchat
@ryclaykelleybooyaa! @QBOchat @ryclaykelley Ryan was under anesthesia this morning. Not that that makes his grammar mistakes forgivable πŸ™‚ #QBOchat
@ServelloCPAA3: You need to make sure the correct account type is chosen for the transaction #QBOchat
@AeroWorkflowIn the QBO for Mac app I can have it open in a separate window easily !#QBOchat ^Victoria https://t.co/c5JBjFGqbI
@QBOchat@fundinggates I’m not sure! haha Some questions are better left for @CathyIconis #QBOchat
@mb_bossmanA3: If you mix up personal expenses on accident, categorize them correctly! See a #ProAdvisor or check product help #QBOchat
@DamienGreathead@QBOchat @vheckman @QBOchat Winner Winner A3: Open your register in another tab or window to compare #QBOchat
@ChargeOver+1 RT @ServelloCPA A3: You need to make sure the correct account type is chosen for the transaction #QBOchat
@expensify@MrScottClark Hope we are a little piece of why you love #QBOchat  #QBOchat
@vheckmanThanks, Just doing my job πŸ™‚ RT@expensify another week, another valuable #QBOchat with @vheckman hitting all the high notes for us! #QBOchat
@BrightBooksDid everyone vote for their Top 100 ProAdvisors? https://t.co/O9TBu4zDpZ Many amazing #QBOChat members on the list. #QBOchat
@QBOchat@mb_bossman this is why we have Disbursement accounts #QBOchat
@BizBooksCloudYou can in any browser too, but I love the Mac app! RT @AeroWorkflow In the QBO for Mac app I can have it open in a separate window #QBOchat
@fundera@BrightBooks oh you bet we did πŸ˜‰ #QBOchat
@QBOchatQ4: How do you use other Apps that automate transaction entry with QBO? #QBOchat
@fundinggates@BrightBooks you know it! #fanclub #QBOchat
@expensify@BrightBooks Thanks for the reminder Γ―Λœβ€° #QBOchat
@BizBooksCloud3 votes is not enough! RT @BrightBooks Did everyone vote for their Top 100 ProAdvisors? #QBOchat
@jazfunWe have Love for ALLapps @expensify @Hubdoc @getclockshark @fundera @fundinggates @AeroWorkflow @tsheets @abacuslabs @ignition_max #QBOchat
@mb_bossman@BizBooksCloud @AeroWorkflow Looking forward to the Windows App for that same awesome experience! #QBOchat
@jazfun@kelsiemedel in the house!! welcome lady #QBOchat
@expensify@QBOChat automate all those pesky receipts for you then seemly integrate directly with QBO. Ò˜º #QBOchat
@QBOchatA4: GoPayment transactions seamlessly download as either a Receive Payment or Sales Receipt record #QBOchat
@AeroWorkflowTrue, but unlike the browser windows – the app windows stay in sync #QBOchat https://t.co/ccylPI3MV3
@BrightBooksI tell people I was #101 last year and would love to make the list this year. I can always use another T Shirt. #QBOchat
@kelsiemedelHey, hey @jazfun and all you awesome @qbochat peeps! #QBOchat
@BizBooksCloudI agree, but due to NDA that is all I will say πŸ™‚ RT @mb_bossman @AeroWorkflow Looking forward to the Windows App #QBOchat
@Energized@BrightBooks Wait, what?! Hand written checks?? Holy timewarp, Batman! #QBOchat
@kelsiemedelYou’ve got our vote @BrightBooks πŸ™‚ #QBOchat
@abacuslabs@jazfun Thanks πŸ™‚ You know… just usin’ those rules to make expense entry easier! #QBOchat
@jazfun@BrightBooks LOL.. you be 99 I’ll be 100 πŸ™‚ that works? #TShirtQueen #QBOchat
@mb_bossmanOoh, good one @QBOChat GoPayment also auto-reconciles the fees with your transactions, saving you even more time! #Winning #QBOchat
@accountingpeaceA4: My favorite is @transactionpro. @CathyIconis is amazing at setting up spreadsheets that work with it. #QBOchat
@vheckmanA4: @Hubdoc brings in bills and other expense so I don’t have to enter them, I can just match the payment. #QBOchat
@tsheetsHey there, @kelsiemedel! #QBOchat
@BrightBooksThat’s Awesome. Thanks. RT @kelsiemedel You’ve got our vote @BrightBooks πŸ™‚ #QBOchat
@QBOchatA4: http://t.co/LM5tdTolSF automatically downloads all of your AP & AR entries, as well as classes, vendors, and more. #QBOchat
@alisonatintuitYum!!! We finally let the BDMs eat one. #QBOChat @Todd4QBO has green lips! #FlaggNY2015 http://t.co/A3U5fJLfLH
@BrightBooks@jazfun You know it and then we can stand next to each other in the Picture. #QBOchat
@QBOchat@mb_bossman Gotta work that Payments background in where I can πŸ˜‰ #QBOchat
@vheckman@QBOchat A4: @expensify can bring in my employee’s expenses! I just saw a demo from them on Tuesday! πŸ™‚ #QBOchat
@MegsquitoHeyy, I know that guy! RT @alisonatintuit Yum!!! We finally let the BDMs eat one. #QBOChat @Todd4QBO has green lips! #FlaggNY2015 #QBOchat
@jazfun@useTallie downloads debits right into bank feeds πŸ™‚ Receipt – INTO #QBO #QBOchat
@QBOchat@vheckman @expensify That’s our next answer! #QBOchat
@ChargeOverA4. For a business with recurring or subscription billing, @ChargeOver automagically transfers all transaction details to #QBO. #QBOchat
@jazfun@expensify Brings in the #Expenses & codes them πŸ™‚ #QBOchat
@BrightBooksI feel I should know this but is there an app to bring in Paypal transactions to QBO? #QBOchat
@QBOchatA4: @expensify will download and code expenses created by all Expensify users #QBOchat
@BizBooksCloudCheck out the PayPal app RT @BrightBooks I feel I should know this but is there an app to bring in Paypal transactions to QBO? #QBOchat
@expensify@QBOchat @vheckman always on her game, she knows best! #QBOchat
@ChargeOver@BrightBooks ChargeOver will bring in recurring billing PayPal transactions. But there’s a PayPal app now, too! #QBOchat
@BrightBooks@BizBooksCloud Guess I need to schedule time to spend in the App store. #QBOchat
@QBOchat@BrightBooks @BizBooksCloud It’s well worth your time, I promise #QBOchat
@mb_bossman@BrightBooks @BizBooksCloud http://t.co/PmpzQmDCrj #QBOchat
@jazfunDo we have an App that will charge our phones πŸ™ .. Mine is dead.. going to have to go! #QBOchat
@BrightBooks@QBOchat @BizBooksCloud Thanks I will definitely check it out. #QBOchat
@Hubdoc@QBOchat + @hubdoc auto-delivers docs to http://t.co/YpLsVd38RA, pre-populating the data in Billcom! #nomoredataentry #QBOchat
@vheckmanIf I’m an Acct using QBO for my own firm’s books, @ignitionapp can help me with client engagement and the transactions associated #QBOchat
@mb_bossman@jazfun Oh no. Always have a portable charger on hand. Almost as important as a bottle of Tabasco sauce πŸ˜‰ #QBOchat
@AeroWorkflowA4: we love @billcom @expensify @UseTallie @TransactionPro @method:CRM and (ahem) @AeroWorkflow for automating data entry in QBO #QBOchat
@jazfun@Hubdoc BEST news of the day! #AppIntegration #QBOchat
@vheckmanI feel like little miss salesgirl over here, but there are so many apps I love! πŸ™‚ #QBOchat
@fundinggatesmakes sense to use @vheckman apps just wanna make your life easier πŸ™‚ #QBOchat
@fundinggatesto us* #QBOchat
@QBOchat@vheckman when there are so many awesome apps, how could you not want to talk about it!? #QBOchat
@mb_bossmanWe should put a @vheckman recommended Apps list in QBO πŸ˜‰ #QBOchat
@abacuslabs@qbochat + @abacus is eliminating expense reports all together-syncing straight in #QBOchat
@kelsiemedelThat’s a good problem to have! RT @vheckman I feel like little miss salesgirl over here, but there are so many apps I love! πŸ™‚ #QBOchat
@ChargeOverSo much ‘app lovin here on #QBOchat today. No wonder we like this chat so much. #QBOchat
@ServelloCPA@vheckman Definitely gonna check out @ignitionapp #QBOchat
@QBOchatQ5: What enhancements or changes would you like to see to the Downloaded Transactions feature? #QBOchat
@expensify@alisonatintuit @mb_bossman @vheckman @Megsquito OKAY! Our guys enjoyed the cakepops! Can’t get enough. #QBOchat 😍 http://t.co/nI5lZeTfC0
@vheckman@mb_bossman Only if @Kimtuitive and @tasha_gorman help me with the list! πŸ™‚ #QBOchat
@jazfun@vheckman I can’t think of an app I HAVEN’T touched! Have you tried @bluefolder? #QBOchat
@vheckman@mb_bossman @Kimtuitive @tasha_gorman They’ve introduced me to so many apps πŸ™‚ #QBOchat
@HubdocJan – we built that integration for you!! #HubdocLovesAcctsToo RT @jazfun @Hubdoc BEST news of the day! #AppIntegration #QBOchat
@tasha_gorman@vheckman @mb_bossman @Kimtuitive Apps are a part of our story! Happy to help #QBOChat
@jazfun@Hubdoc YOU are truly the best in #MakingLivesEasier thank you #QBOchat
@vheckman@jazfun @bluefolder I haven’t! I’ll check them out. I don’t know field service as well as I should #QBOchat
@ChargeOverA5. If there a 25+ payments that are recurring, we’re like to see a pop-up box that directs customers to ChargeOver. Okay? #QBOchat
@BizBooksCloudA5 the description does not always automatically get copied to the memo field, not sure why #QBOchat
@QBOchatOK- internet got a little wonky. Did you guys get Q5? #QBOchat
@QBOchatOh yeah, because there are A5s! πŸ™‚ #QBOchat
@jazfunBTW.. Who’s driving the #QBOBus today? #QBOchat
@BrightBooksA5 One Click Rules Button to avoid retyping. #QBOchat
@BizBooksCloudCathy Iconis Esquire RT @jazfun BTW.. Who’s driving the #QBOBus today? #QBOchat
@vheckman@QBOchat A5: My biggest one was delete excluded transactions and NOW you can! as of this week! πŸ™‚ #QBOchat
@accountingpeace@jazfun I’m in the passenger seat. Not me. #QBOchat
@QBOchat@BizBooksCloud We’ve noticed that too.. @vheckman @ryclaykelley help us out here πŸ™‚ #QBOchat
@mb_bossmanA5: Ability to see an optional Class & Location field without clicking into the transaction #QBOchat
@BrightBooksDefinitely! RT @mb_bossman A5: Ability to see an optional Class & Location field without clicking into the transaction #QBOchat
@kelsiemedel#QBOBus… sounds like a party bus! RT @BizBooksCloud Cathy Iconis Esquire RT @jazfun BTW.. Who’s driving the #QBOBus today? #QBOchat
@vheckman@QBOchat @BizBooksCloud @ryclaykelley I’ll see what I can find out! That’s odd. @mb_bossman have you seen that issue? #QBOchat
@jazfun@accountingpeace I’m at the back of the bus! LOL.. #QBOchat
@accountingpeace@jazfun As long as you aren’t under it! πŸ˜‰ #QBOchat
@BizBooksCloudI think they would have to be on two lines for that RT @mb_bossman A5: Ability to see an optional Class & Location field #QBOchat
@mb_bossmanA5: May be impossible but how about a link to see the check image for handwritten checks? #QBOchat
@AeroWorkflowHave you tired enabling the Copy description from the gear icon? #QBOchat https://t.co/ZsaffMCxTE
@ChargeOver@jazfun @vheckman have you two seen a ChargeOver demo? #QBOchat
@jim_mcginnis#qbochat Okay, I get to ask a question! Ready?
@QBOchat@mb_bossman I’ve thought that for a while! It’d probably be up to the bank to disclose the image… #QBOchat
@Energized@mb_bossman Stop with the handwritten checks already!! #JustSayNo #QBOchat
@QBOchat@jim_mcginnis We’re ready! #QBOchat
@MegsquitoI’m on the edge of my seat! RT @jim_mcginnis #qbochat Okay, I get to ask a question! Ready? #QBOchat
@BizBooksCloudGet @Hubdoc ! @mb_bossman A5: May be impossible but how about a link to see the check image for handwritten checks? #QBOchat
@Diana_at_WorkCrowd question, if I may? Any know how one can apply automatic late fees to invoices in quickbooks? #QBOchat
@BizBooksCloudLike we could say no to you! haha RT @jim_mcginnis #qbochat Okay, I get to ask a question! Ready? #QBOchat
@jazfunLOL Welcome @jim_mcginnis ! good to see you :0 #QBOchat
@mb_bossman@Energized Hey I don’t always support it, but some customers won’t change. To imagine paying these people with bit coin is crazy! #QBOchat
@accountingpeaceI have a client that does not own checks. #score RT @Energized @mb_bossman Stop with the handwritten checks already!! #JustSayNo #QBOchat
@vheckman@ChargeOver @jazfun I haven’t! Would love to see it. DM me and we can set that up #QBOchat
@MrScottClark@Energized @mb_bossman I’m doing less and less of those every week. #QBOchat
@DamienGreatheadI think @Hubdoc can help @mb_bossman 5: May be impossible but how about a link to see the check image for handwritten checks? #QBOchat
@mb_bossman@accountingpeace @Energized I don’t own checks for my biz as well, and when the state required me to write a check I thought what!? #QBOchat
@kelsiemedelLeaving us hangin’! RT @Megsquito I’m on the edge of my seat! RT @jim_mcginnis #qbochat Okay, I get to ask a question! Ready? #QBOchat
@ChargeOver@jazfun @vheckman Fabulous! #QBOchat
@BizBooksCloudI don’t own checks! RT @accountingpeace I have a client that does not own checks. #QBOchat
@getclocksharkwe don’t use checks at ClockShark πŸ™‚ #QBOchat
@danielleferris@jim_mcginnis READY! Goooooo. #QBOChat
@jim_mcginnis#qbochat Who actually runs their own firm on QBO?
@jazfunI actually do! πŸ™‚ RT @jim_mcginnis #qbochat Who actually runs their own firm on QBO? #QBOchat
@QBOPro@jim_mcginnis We do! #QBOchat
@AeroWorkflowWe DO!! #QBOChat https://t.co/hnmP2thxVR
@BrightBooks@jim_mcginnis I do and just moved over 2 more clients this week. #QBOchat
@accountingpeaceI for sure do! RT @jim_mcginnis #qbochat Who actually runs their own firm on QBO? #QBOchat
@UseTalliewe love the @AeroWorkflow team even more! #qbochat
@ServelloCPAI do as well!!! RT @jim_mcginnis #qbochat Who actually runs their own firm on QBO? #QBOchat
@getclocksharkWho’s drinkin the Kool Aid? #QBOchat
@QBOchat@jim_mcginnis On behalf of @CathyIconis – “I do!” #QBOchat
@Energized@accountingpeace @mb_bossman @MrScottClark When clients do handwritten checks, I talk to them about fraud, errors, internal control #QBOchat
@fundinggates@BrightBooks maybe YOU can talk some sense into some of our users haha #QBO #QBOchat
@accountingpeaceEnough said! RT @Energized When clients do handwritten checks, I talk to them about fraud, errors, internal control #QBOchat
@BizBooksCloudI do, and I wish I could use QBOA to make it better, but not upgraded yet!RT @jim_mcginnis Who actually runs their own firm on QBO? #QBOchat
@mb_bossman@Energized @accountingpeace @MrScottClark I think we need you to spread a PSA around town… #NoMoreChecks #QBOchat
@BrightBooksGladly ! RT @fundinggates @BrightBooks maybe YOU can talk some sense into some of our users haha #QBO #QBOchat
@EnergizedMe too! RT @ServelloCPA I do as well!!! RT @jim_mcginnis #qbochat Who actually runs their own firm on QBO? #QBOchat
@QBOchatWe have a lot of QBOA lovin in this chat! #QBOchat
@Kimtuitive@jim_mcginnis and I’ve got a top 100 firm who does! πŸ™‚ #QBOChat
@QBOchatJust a few minutes left for this week’s #QBOchat. What is your favorite take away? #QBOchat
@MrScottClark@Energized @accountingpeace @mb_bossman I do a lot of direct deposits with employees and contractors and pay bills online. #QBOchat
@ChargeOverWe encourage clients who have manual check payers to get them to switch to ACH..sometimes that works. #QBOchat
@ServelloCPAGreat first chat! Definitely going to tune into more of these! #QBOchat
@jazfunSo far we have 9 from this group that run their own biz on #QBO.. nice job! But if you aren’t Why NOT? #QBOchat
@QBOchat@ServelloCPA Excellent! Thank you! #QBOchat
@mb_bossman@BizBooksCloud Check your PM I may be able to help #QBOchat
@jazfunWay to go KIM! RT @Kimtuitive @jim_mcginnis and I’ve got a top 100 firm who does! πŸ™‚ #QBOchat
@Energized@QBOchat There’s a bunch of QBOChatters that I’d like to take away – c’mon up to #Toronto! #QBOchat
@MegsquitoSo glad you enjoyed it!! RT @ServelloCPA Great first chat! Definitely going to tune into more of these! #QBOchat
@BrightBooks#QBOChat is the best. I have to go check out the Paypal App. Have a great week. #QBOchat
@QBOchatThat’s it for this week’s #QBOChat, thanks for taking the time to tweet with us! #QBOchat
@jim_mcginnis#qbochat Awesome, thanks! We’re going to be reaching out to you next week to hear what is working & what we can do better! #everyfirmonqbo
@tsheetsAs always, a great time and helpful information! Thanks for the fun hour, everyone! #QBOchat
@QBOchatNext week we’ll be learning more about how to get through a cash crunch. #QBOChat
@HubdocSo true! RT @jazfun So far we have 9 from this group that run their own biz on #QBO.. nice job! But if you aren’t Why NOT? #QBOchat
@ChargeOverThat was a quick hour, y’all! #QBOchat
@MrScottClarkMy favorite takeaway was learning what I should be doing once I start downloading transactions. Very informative discussion for me #QBOchat
@jazfunThank you for running the show @QBOChat nice job. #QBOchat
@Diana_at_Work#FavTakeAway: Genius tips from AWESOME accountants @ServelloCPA @jazfun @BrightBooks @vheckman the rest of youz guyz! <3 #QBOchat
@QBOProHave a great week everyone! #QBOchat
@getclocksharkThanks everyone. #QBOchat
@danielleferris@ServelloCPA Come on back to #QBOChat! IT’s fun meeting new friends and chatters.
@abacuslabs@qbochat before I head out – a fun #KentuckyDerby inspired blog post for the weekend! http://t.co/Yk8J0VI3pc #QBOchat
@accountingpeaceAw man… back to work…. Miss y’all already! Cheers! #QBOchat
@BrightBooksHope to see you again @ServelloCPA . Thanks for running the show @QBOChat . #QBOchat
@jazfun#FavTakeAway – Bank Feed Rules – ROCK.. Make the entire system like a rule #QBOchat
@abacuslabs@qbochat thanks again everyone for the great time, as always! #QBOchat
@MrScottClarkRoad trip! RT @Energized @QBOchat There’s a bunch of QBOChatters that I’d like to take away – c’mon up to #Toronto! #QBOchat
@jazfun@Diana_at_Work #FavTakeAway: Genius tips from AWESOME accountants @ServelloCPA @jazfun @BrightBooks @vheckman the rest of youz guyz #QBOchat
@Diana_at_WorkLet’s send newbie @ServelloCPA & his brand new practice off with some good ole #QBOchat loving (followers followers) #QBOchat
@MegsquitoHave a great week #QBOChat! ‘Til next week! #QBOchat
@QBOchatThank you all! It was fun running the show today!! #QBOchat
@expensify@QBOchat Looking forward to next week! Thanks for the exciting hour of #QBOchat  #QBOchat
@MrScottClarkSee ya everyone! #QBOchat
@mb_bossmanGreat chat again as always, thanks everyone! Off to go accept some of my transactions from my much needed Amazon purchases… #QBOchat
@vheckmanThanks everyone! Til next time! #QBOchat
@QBOchatRemember to signup for our weekly reminder email so you don’t forget #QBOchat. http://t.co/Y6DrPetsia #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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