4/30/15 – Saving Time with Downloaded Transactions
April 30, 2015 | |
| @QBOchat | Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz. #QBOchat |
| @Hubdoc | Jamie from @Hubdoc here. In sunny Toronto. Fired up for some #QBOChat! Thx! #QBOchat |
| @jazfun | Hey PEEPS!!! #QBOchat |
| @Megsquito | Woohoo, #QBOChat! Meg B, Intuit Tucson, All Star Community Moderator! #QBOchat |
| @jazfun | How is everyone? good to see you Cathy you feeling better? #QBOchat |
| @Energized | Name: Bill Location: Sunny Toronto Biz: Energized Accounting Inspiration: Jazz Fun #QBOchat |
| @getclockshark | Wassup everybody? #QBOchat |
| @QBOchat | FYI- @QBOSarahK here running chat today. @cathyiconis is sick! Go easy on me peeps π #QBOchat |
| @fundera | party people! Meredith here in NYC….+5 to the person who figures out the name of my business #QBOchat |
| @jazfun | Jan Haugo – Sunny Scottsdale AZ, Owner of JH & Associates Virtual accounting π #QBOchat |
| @mb_bossman | Hey everyone! Matt B, Intuit Tucson, Support Specialist and owner of @FBMPhotobooth #QBOchat |
| @vheckman | Valerie from Chicago here. Product Specialist from @IntuitAccts #QBOchat |
| @tasha_gorman | Hi everyone Natasha Gorman Business Development Intuit #qbochat |
| @IntuitAcctsCA | #QBOChat starting now! Come join the conversation -> http://t.co/J4I2uUgE5q #QuickBooksOnline @QBOChat #cloudaccounting |
| @getclockshark | Cliff here at ClockShark #QBOchat |
| @QBOPro | Sharon from QBO Pro powered by Redmond Accounting in Cleveland! #QBOchat |
| @accountingpeace | Hey Y’all! Jody from a patio in the crooked letter state. #qbochat |
| @QBOchat | @jazfun She’s not Jan! Poor lady. #QBOchat |
| @MrScottClark | Hello, 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 |
| @DamienGreathead | Excited to be on #qbochat |
| @QBOchat | Today 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 π #QBOchat |
| @IntuitAccts | #QBOChat starting now! Come join the conversation -> http://t.co/jLnZPUs2Zh #QuickBooksOnline @QBOChat #cloudaccounting |
| @jazfun | Welcome @DamienGreathead ! good to see you again #QBOchat |
| @tsheets | Kelly Brown from TSheets in beautiful Eagle, Idaho! #QBOchat |
| @lorifraleigh | Hello, 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 π #QBOchat |
| @fundinggates | Hey all! It’s Diana from Funding Gate..you know.. the #1 AR management app π Typing from NYC #QBOchat |
| @BrightBooks | Hi all. Cindy with Bright Bookkeeping from Chicago. Where winter refuses to go away. #QBOchat |
| @AeroWorkflow | Victoria Cameron and Laura Redmond in the Bay Area from Aero Workflow #qbochat |
| @vheckman | Hope @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 |
| @BrightBooks | Hi Diana @fundinggates hope you are having a fun day. #QBOchat |
| @alisonatintuit | HI Everyone!! its @SherriVoirin and me at the #FlaggNY2015 show in NY! We are tag-tweeting! #QBOChat |
| @ignition_max | Hi everyone, Max from @ignitionapp here #QBOchat |
| @jazfun | @BrightBooks Hi Cindy! good to see you! π #QBOchat |
| @AustinNexus | @jazfun Hey Jan! #qbochat |
| @expensify | @QBOchat Natalie here with the Expensify team! Ready to hear how you save time! #QBOchat |
| @Megsquito | Welcome everyone! @alisonatintuit I’m totally jealous you’re in the land of great pizza! #QBOchat |
| @BizBooksCloud | Greetings 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 |
| @MrScottClark | Hello, 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 π #QBOchat |
| @fundinggates | We’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 |
| @QBOchat | We invite all types of @QuickBooks users – #smallbiz, accountants, developers, and more to join our #QBOchat. #QBOchat |
| @AustinNexus | Brian Austin, Channel Relations @avalara – hey #qbochat! |
| @mb_bossman | Welcome @ServelloCPA Great to have you in the chat today!! #QBOchat |
| @tsheets | Hello @ServelloCPA ! Welcome to #QBOchat! #QBOchat |
| @Megsquito | Welcome 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 π #QBOchat |
| @fundinggates | Hey @BrightBooks !! Hope youre day is going swell!! #QBOchat |
| @vheckman | You 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 |
| @Kimtuitive | Howdy #QBOChat! Happy Thursday from sunny SoCal – Kim Hogan, National Accounts BDM at @IntuitAccts here |
| @BizBooksCloud | Welcome @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 |
| @danielleferris | HI 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 π + #FAVEApps π #QBOchat |
| @Kimtuitive | @abacuslabs @QBOchat welcome back to #QBOChat! π |
| @QBOchat | @jazfun We’ll be discussing saving time with downloaded transactions #QBOchat |
| @ReceiptBank | Welcome @ServelloCPA to team #QBOchat! |
| @vheckman | *Blushing* Do what I can! RT @QBOchat @vheckman I hear you’re a bank feed expert π #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 |
| @QBOchat | Keep the introductions coming. #QBOchat – Also share if you are a #smallbiz owner, accountant or developer/app. #QBOchat |
| @abacuslabs | Thanks @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 |
| @rothgordon | Hi all… Happy QBOChat day! #QBOchat |
| @BizBooksCloud | MTV meaning Mountain View, not the TV network π #QBOchat |
| @jazfun | LOL @BizBooksCloud .. I like both π #QBOchat |
| @IntuitApps | Cheers 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 |
| @jazfun | hey @vheckman How are you? #QBOchat |
| @BrightBooks | @jazfun Your challenge video was FABULOUS! And I have all those shirts. π #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 |
| @vheckman | Great, how are you? RT @jazfun hey @vheckman How are you? #QBOchat |
| @ChargeOver | Happy Thursday everyone! #QBOchat |
| @BizBooksCloud | I have yet to visit Mountain View #QBOchat |
| @Kimtuitive | @AustinNexus @jazfun it appears we’re in a Tobasco holding pattern… π #QBOChat |
| @danielleferris | @BizBooksCloud yes π 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? π 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 |
| @BalanceSheetsCA | Hey #QBOchat! I miss you all #popsupfromworkforamoment |
| @Energized | @danielleferris @BizBooksCloud I like bubbles, but I prefer them in a glass. #QBOchat |
| @DamienGreathead | Was gr8 to meet @alisonatintuit in at the Flagg show in NYC yesterday #qbochat |
| @jazfun | HEYA 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 π #QBOchat |
| @alisonatintuit | . @QBOchat It’s the way to go! With QBO just come in in the morning and transactions are already there. #qbochat |
| @BizBooksCloud | We are about to hit 80 degees here in Utah for the first time this year #QBOchat |
| @fundinggates | Woohooo @BizBooksCloud !!! #QBOchat |
| @BizBooksCloud | What are we celebrating? #QBOchat |
| @QBOchat | The 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 |
| @BrightBooks | I 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! π #QBOChat #SNHHOTSAUCE |
| @alisonatintuit | . @DamienGreathead HI Damien! Right back at you! Say hello to that rascal @Receipts_Nelson for me π #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 π #QBOchat |
| @QBOchat | Q1: 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 |
| @AeroWorkflow | A1: RULES are the best! #qbochat |
| @getclockshark | You @jazfun great to see you! #QBOchat |
| @getclockshark | yo that is #QBOchat |
| @mb_bossman | @QBOchat A1. Auto-categorization of recognized transactions. Shell = always a Fuel Expense #QBOchat |
| @BrightBooks | A1 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 |
| @BizBooksCloud | I miss Rochester, NY in the summer, but not in the winter! #QBOchat |
| @BrightBooks | Very Exciting! RT @QBOPro @QBOchat A1. The new function to delete excluded transactions is a great addition! #QBOchat |
| @QBOchat | We love rules! A1: QBO will apply rules you created to the downloaded transactions #QBOchat |
| @jazfun | hey @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―ΛΕ #QBOchat |
| @fundinggates | A1: 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 |
| @Kimtuitive | A1: Auto-matching, Rules, Auto-downloads, etc. etc. etc. (plus a few things I’m making up, right @vheckman? π ) #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 |
| @BizBooksCloud | A1 and the ability to modify multiple transactions at once and then accept them #QBOchat |
| @MrScottClark | A1 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_bossman | Can 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 |
| @Megsquito | They 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! π #QBOchat |
| @Kimtuitive | @BrightBooks @vheckman EXACTLY! π #QBOChat |
| @DamienGreathead | @QBOChat A1 coding multiple transactions at once #qbochat |
| @MrScottClark | I’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 π #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! π #QBOchat |
| @DamienGreathead | Do it @MrScottClark they’ll never look back #QBOChat |
| @QBOchat | You guys are taking all of my answers! #QBOchat |
| @QBOchat | A1: 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 |
| @jazfun | A1: 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. π #QBOchat |
| @shaunamaher | @AustinNexus @Kimtuitive @jazfun @CathyIconis @danielleferris We @IntuitAccts are just here to help spread the support π #QBOchat |
| @jazfun | @shaunamaher @AustinNexus @Kimtuitive @CathyIconis @danielleferris @IntuitAccts HAHA bring a firehose π #QBOchat |
| @vheckman | I 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 |
| @Hubdoc | A1: Auto-matching to bank feeds with source docs automatically attached (docs that have been automagically fetched!) π #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 |
| @jazfun | A1: the ability to see what is recognized in a separate tab gives great overview #QBOchat |
| @BizBooksCloud | and the handling of downloaded transactions is at least 10 times better in QBO than in desktop versions #QBOchat |
| @vheckman | But it’s easier to watch the video http://t.co/4PNnPjxiyN #QBOchat |
| @accountingpeace | Yes!! 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 |
| @jazfun | A1: I like how the matching transactions applies to the background Invoice/Bill π #QBOchat |
| @MrScottClark | @mb_bossman I haven’t yet…I will now! #QBOchat |
| @QBOchat | A1: 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 π #QBOchat |
| @jazfun | hey the Jamies are here welcome @Hubdoc #QBOchat |
| @jazfun | @Kimtuitive @shaunamaher @CathyIconis @danielleferris @IntuitAccts @AustinNexus HAHAHA .. Kim nice way out π #QBOchat |
| @vheckman | Thank you! Bank Feeds are one of my favorite things. π RT @jazfun @vheckman @qbshowlive Nice article btw π #QBOchat |
| @QBOchat | Q2: What tips do you have for accepting bank feed items quickly? #QBOchat |
| @QBOPro | Absolutely!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 |
| @jazfun | A2: 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 |
| @BrightBooks | A2 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 |
| @fundera | Things she’d never thought she’d say growing up –> RT @vheckman Thank you! Bank Feeds are one of my favorite things. #QBOchat |
| @mb_bossman | A2: Select multiple, Batch actions< Modify and Accept selected! #QBOchat |
| @Energized | Q2a – Any Canadian tips would be most appreciated! #QBOchat |
| @Kimtuitive | Automagically fetched using @Hubdoc that is! π #QBOChat #TeamIntuitApps |
| @BizBooksCloud | A2 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 π #QBOchat |
| @accountingpeace | A2: Visit your bank feed weekly instead of monthly. Avoid the snowball effect. #QBOchat |
| @mb_bossman | I 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 |
| @AeroWorkflow | A2: Shift click to select all in the range #QBOchat |
| @fundinggates | Another thing we never thought we’d say @fundera RT @jazfun @BrightBooks Agreed -Rules, Rules, Rules,, we all want them π #QBOchat |
| @jazfun | hey @AeroWorkflow didn’t see you pop in π #QBOchat |
| @abacuslabs | @qbochat it’s nice to see that we aren’t the only ones who love rules π #automationrules #QBOchat |
| @MrScottClark | I do that. Makes life easier. RT @accountingpeace A2: Visit your bank feed weekly instead of monthly. Avoid the snowball effect. #QBOchat |
| @QBOchat | A2: Go through Recognized Transactions first #QBOchat |
| @vheckman | @mb_bossman @QBOchat Happy I got to teach you something new today! π #QBOchat |
| @jazfun | @lorifraleigh .. keeping the lone unicorn in check? #QBOchat |
| @3CloudConsults | Hey @jazfun – Laura and I are working together today – thought weΓ’β¬β’d pop in! #QBOchat |
| @QBOchat | @vheckman @mb_bossman droppin knowledge bombs as usual #QBOchat |
| @BizBooksCloud | Without 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 |
| @jazfun | HEY @3CloudConsults great to see you both π now the party is started.. @tsheets @AeroWorkflow π #QBOchat |
| @Diana_at_Work | Tech glich = overcome eh @ServelloCPA π #QBOchat |
| @Kimtuitive | @fundera @vheckman right? It’s like my story about playing @ScanSnap Barbie as a little girl…cc: @ronaldbaker #WhenIGrowup π #QBOChat |
| @QBOchat | A2: 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_bossman | Stay 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 |
| @BizBooksCloud | I 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 |
| @qbexpertchicago | Hey everyone I finally remembered to chime in to #QBOChat |
| @MrScottClark | @jazfun @ServelloCPA Be careful though….sometimes we have too much fun π #QBOchat |
| @mb_bossman | @expensify @alisonatintuit @vheckman @Megsquito I think I am missing something..I have no cakepops at my desk π #QBOchat |
| @alisonatintuit | . @RachelNIntuit @SherriVoirin We are getting punchy! Does it show? #QBOchat |
| @tsheets | All of the hot sauce talk makes us excited about #SNH2015! Role call! Who is planning on being there? #QBOchat |
| @Megsquito | Welcome, @qbexpertchicago ! It’s great to see you! #QBOchat |
| @BrightBooks | MARK!!! @qbexpertchicago Good to see you in the Twitter-verse. #QBOchat |
| @fundinggates | @tsheets CHECK #SNH2015! #QBOchat |
| @jazfun | welcome back @qbexpertchicago How are you today? #QBOchat |
| @QBOchat | A2: 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…. π #QBOchat |
| @accountingpeace | @tsheets Me!!!!!!!!!!! So excited! #QBOchat |
| @AustinNexus | @qbexpertchicago Hey Mark! Welcome to #qbochat |
| @tsheets | Yes! π RT @fundinggates @tsheets CHECK #SNH2015! #QBOchat |
| @jazfun | @tsheets Check,, tobasco in hand π #QBOchat |
| @MrScottClark | @qbexpertchicago Hello there sir. #QBOchat |
| @tsheets | Whoop whoop! RT @accountingpeace @tsheets Me!!!!!!!!!!! So excited! #QBOchat |
| @vheckman | Wait @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 |
| @Megsquito | Oh 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 |
| @tsheets | Haha! We’ll all have our bottles of tobasco! π RT @jazfun @tsheets Check,, tobasco in hand π #QBOchat |
| @jazfun | hey @jtumacder good to see you! #QBOchat |
| @qbexpertchicago | @jazfun doing great looking forward to the weekend #QBOChat |
| @vheckman | Absolutely! 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_bossman | All these new faces, this is becoming quite a popular place to be! #QBOchat |
| @tsheets | Check 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 π #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 |
| @Hubdoc | Did I hear someone just mention hockey ?!?!?! How about hockey for a future #QBOChat topic? Who’s in?? π #QBOchat |
| @jtumacder | Thanks @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 |
| @QBOchat | A2: Customize the columns to best suit you #QBOchat |
| @jazfun | @Megsquito @Hubdoc @AZCoyotes got ROBBED I tell you.. Pick #3.. #BoycottingHockey π #QBOchat |
| @MrScottClark | @mb_bossman Yeah this chat keeps getting bigger and bigger. That’s awesome. #QBOchat |
| @tsheets | Fundera 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 |
| @fundinggates | Nice tip @QBOChat …custom views are DEF the way to go #QBOchat |
| @fundera | @tsheets nice one π 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! π #QBOchat |
| @alisonatintuit | .@expensify @mb_bossman @vheckman @Megsquito You can walk over and get one π #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 |
| @Megsquito | Only 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 π #QBOchat |
| @IntuitAccts | Absolutely! RT @mb_bossman All these new faces, this is becoming quite a popular place to be! #QBOchat |
| @mb_bossman | I think that’d be a long walk… RT @alisonatintuit .@expensify @mb_bossman @vheckman @Megsquito You can walk over and get one π #QBOchat |
| @QBOchat | @vheckman @Hubdoc That might be a fun #QBOchat topic #QBOchat |
| @QBOchat | Q3: 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 |
| @vheckman | If @davidleary were here we’d hit 30 chatters! #learylate π #QBOchat |
| @jazfun | @Kimtuitive @jtumacder @qbexpertchicago @jim_mcginnis For sure that has been my #Fave Video so far.. Nice job JIM #QBOchat |
| @accountingpeace | Does @starbucks still sale cakepops? Subliminal craving. #QBOchat |
| @mb_bossman | @QBOchat A3: Don’t hit “Accept All” before categorizing! #QBOchat |
| @jtumacder | Thanks @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 |
| @accountingpeace | Been there π 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! π #QBOChat |
| @fundinggates | A3: when you record income via a deposit, the transaction wonΓ’β¬β’t 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 |
| @abacuslabs | haahaha RT @Kimtuitive @QBOchat @vheckman @Hubdoc both accounting and hockey have CHECKS! π #QBOchat |
| @BizBooksCloud | A3 Just because it is green doesn’t mean it is right, look at the matched transaction before you accept #QBOchat |
| @QBOchat | A3: 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 |
| @BrightBooks | A3 That hand written checks still need to be entered directly. #QBOchat |
| @vheckman | @MrScottClark Good call! I didn’t think of that π #QBOchat |
| @tsheets | @QBOchat @vheckman @Hubdoc Well done, @Kimtuitive!! #QBOchat |
| @AeroWorkflow | A3: Make sure you review the bank register after youΓ’β¬β’re done accepting transactions #QBOchat |
| @expensify | @vheckman @davidleary Good point @MrScottClark, I think we are breaking #QBOchat records Γ―β’Ε #QBOchat |
| @fundinggates | Amen sistas! RT @accountingpeace Been there π RT @vheckman @QBOchat A3: Don’t bring over 90 days of transactions.. #QBOchat |
| @Hubdoc | Nice! RT @Kimtuitive @QBOchat @vheckman @Hubdoc both accounting and hockey have CHECKS! π #QBOchat |
| @accountingpeace | A3: 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_bossman | A3: 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 |
| @jazfun | A3: 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 |
| @accountingpeace | So 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 |
| @jtumacder | A3: I think you can you make a rule for payee contains “Check” so they don’t always get autocategorized #QBOchat |
| @AeroWorkflow | Great point! #QBOChat https://t.co/YOkWE8fC9F |
| @QBOchat | @alisonatintuit @MrScottClark @vheckman @davidleary YES! #QBOchat |
| @Megsquito | YES! Chats are much easier to follow RT @alisonatintuit . @MrScottClark @vheckman @davidleary I don’t use Nurph, Am I missing out? #QBOchat |
| @fundinggates | NICE lol RT @fundera A3. Hire a QB Pro Advisor to do it? #QBOchat @fundera #QBOchat |
| @mb_bossman | A3: (New feature) Delete transactions that may be duplicated or need to be permanently “excluded” …Before your client’s find them #QBOchat |
| @ryclaykelley | A3 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 |
| @BrightBooks | Fantastic 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 |
| @fundinggates | I think Nurph makes it easier to follow along @Megsquito #QBOchat |
| @Megsquito | I 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 π #QBOchat |
| @AeroWorkflow | So excited about this feature #QBOChat https://t.co/exLCieogWh |
| @fundinggates | I meant to ask you @QBOChat — I used to use TweetChat to participate & then it stopped working, how did you do that? #OWNit #QBOchat |
| @QBOchat | LOVE it! RT @vheckman @QBOchat A3: Open your register in another tab or window to compare what’s in QBO against the bank feed. #QBOchat |
| @BalanceSheetsCA | I’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 |
| @ryclaykelley | booyaa! @QBOchat @ryclaykelley Ryan was under anesthesia this morning. Not that that makes his grammar mistakes forgivable π #QBOchat |
| @ServelloCPA | A3: You need to make sure the correct account type is chosen for the transaction #QBOchat |
| @AeroWorkflow | In 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_bossman | A3: 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 Γ―ΛΕ #QBOchat |
| @vheckman | Thanks, Just doing my job π RT@expensify another week, another valuable #QBOchat with @vheckman hitting all the high notes for us! #QBOchat |
| @BrightBooks | Did 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 |
| @BizBooksCloud | You 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 π #QBOchat |
| @QBOchat | Q4: 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―Λβ° #QBOchat |
| @BizBooksCloud | 3 votes is not enough! RT @BrightBooks Did everyone vote for their Top 100 ProAdvisors? #QBOchat |
| @jazfun | We 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. Γ’ΛΒΊ #QBOchat |
| @QBOchat | A4: GoPayment transactions seamlessly download as either a Receive Payment or Sales Receipt record #QBOchat |
| @AeroWorkflow | True, but unlike the browser windows – the app windows stay in sync #QBOchat https://t.co/ccylPI3MV3 |
| @BrightBooks | I tell people I was #101 last year and would love to make the list this year. I can always use another T Shirt. #QBOchat |
| @kelsiemedel | Hey, hey @jazfun and all you awesome @qbochat peeps! #QBOchat |
| @BizBooksCloud | I agree, but due to NDA that is all I will say π RT @mb_bossman @AeroWorkflow Looking forward to the Windows App #QBOchat |
| @Energized | @BrightBooks Wait, what?! Hand written checks?? Holy timewarp, Batman! #QBOchat |
| @kelsiemedel | You’ve got our vote @BrightBooks π #QBOchat |
| @abacuslabs | @jazfun Thanks π You know… just usin’ those rules to make expense entry easier! #QBOchat |
| @jazfun | @BrightBooks LOL.. you be 99 I’ll be 100 π that works? #TShirtQueen #QBOchat |
| @mb_bossman | Ooh, good one @QBOChat GoPayment also auto-reconciles the fees with your transactions, saving you even more time! #Winning #QBOchat |
| @accountingpeace | A4: My favorite is @transactionpro. @CathyIconis is amazing at setting up spreadsheets that work with it. #QBOchat |
| @vheckman | A4: @Hubdoc brings in bills and other expense so I don’t have to enter them, I can just match the payment. #QBOchat |
| @tsheets | Hey there, @kelsiemedel! #QBOchat |
| @BrightBooks | That’s Awesome. Thanks. RT @kelsiemedel You’ve got our vote @BrightBooks π #QBOchat |
| @QBOchat | A4: http://t.co/LM5tdTolSF automatically downloads all of your AP & AR entries, as well as classes, vendors, and more. #QBOchat |
| @alisonatintuit | Yum!!! 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 π #QBOchat |
| @vheckman | @QBOchat A4: @expensify can bring in my employee’s expenses! I just saw a demo from them on Tuesday! π #QBOchat |
| @Megsquito | Heyy, 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 π Receipt – INTO #QBO #QBOchat |
| @QBOchat | @vheckman @expensify That’s our next answer! #QBOchat |
| @ChargeOver | A4. 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 π #QBOchat |
| @BrightBooks | I feel I should know this but is there an app to bring in Paypal transactions to QBO? #QBOchat |
| @QBOchat | A4: @expensify will download and code expenses created by all Expensify users #QBOchat |
| @BizBooksCloud | Check 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 |
| @jazfun | Do we have an App that will charge our phones π .. 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 |
| @vheckman | If 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 π #QBOchat |
| @AeroWorkflow | A4: 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 |
| @vheckman | I feel like little miss salesgirl over here, but there are so many apps I love! π #QBOchat |
| @fundinggates | makes sense to use @vheckman apps just wanna make your life easier π #QBOchat |
| @fundinggates | to us* #QBOchat |
| @QBOchat | @vheckman when there are so many awesome apps, how could you not want to talk about it!? #QBOchat |
| @mb_bossman | We should put a @vheckman recommended Apps list in QBO π #QBOchat |
| @abacuslabs | @qbochat + @abacus is eliminating expense reports all together-syncing straight in #QBOchat |
| @kelsiemedel | That’s a good problem to have! RT @vheckman I feel like little miss salesgirl over here, but there are so many apps I love! π #QBOchat |
| @ChargeOver | So much ‘app lovin here on #QBOchat today. No wonder we like this chat so much. #QBOchat |
| @ServelloCPA | @vheckman Definitely gonna check out @ignitionapp #QBOchat |
| @QBOchat | Q5: 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 Γ°ΕΈΛΒ http://t.co/nI5lZeTfC0 |
| @vheckman | @mb_bossman Only if @Kimtuitive and @tasha_gorman help me with the list! π #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 π #QBOchat |
| @Hubdoc | Jan – 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 |
| @ChargeOver | A5. If there a 25+ payments that are recurring, we’re like to see a pop-up box that directs customers to ChargeOver. Okay? #QBOchat |
| @BizBooksCloud | A5 the description does not always automatically get copied to the memo field, not sure why #QBOchat |
| @QBOchat | OK- internet got a little wonky. Did you guys get Q5? #QBOchat |
| @QBOchat | Oh yeah, because there are A5s! π #QBOchat |
| @jazfun | BTW.. Who’s driving the #QBOBus today? #QBOchat |
| @BrightBooks | A5 One Click Rules Button to avoid retyping. #QBOchat |
| @BizBooksCloud | Cathy 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! π #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 π #QBOchat |
| @mb_bossman | A5: Ability to see an optional Class & Location field without clicking into the transaction #QBOchat |
| @BrightBooks | Definitely! 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! π #QBOchat |
| @BizBooksCloud | I 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_bossman | A5: May be impossible but how about a link to see the check image for handwritten checks? #QBOchat |
| @AeroWorkflow | Have 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 |
| @Megsquito | I’m on the edge of my seat! RT @jim_mcginnis #qbochat Okay, I get to ask a question! Ready? #QBOchat |
| @BizBooksCloud | Get @Hubdoc ! @mb_bossman A5: May be impossible but how about a link to see the check image for handwritten checks? #QBOchat |
| @Diana_at_Work | Crowd question, if I may? Any know how one can apply automatic late fees to invoices in quickbooks? #QBOchat |
| @BizBooksCloud | Like we could say no to you! haha RT @jim_mcginnis #qbochat Okay, I get to ask a question! Ready? #QBOchat |
| @jazfun | LOL 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 |
| @accountingpeace | I 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 |
| @DamienGreathead | I 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 |
| @kelsiemedel | Leaving 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 |
| @BizBooksCloud | I don’t own checks! RT @accountingpeace I have a client that does not own checks. #QBOchat |
| @getclockshark | we don’t use checks at ClockShark π #QBOchat |
| @danielleferris | @jim_mcginnis READY! Goooooo. #QBOChat |
| @jim_mcginnis | #qbochat Who actually runs their own firm on QBO? |
| @jazfun | I actually do! π RT @jim_mcginnis #qbochat Who actually runs their own firm on QBO? #QBOchat |
| @QBOPro | @jim_mcginnis We do! #QBOchat |
| @AeroWorkflow | We DO!! #QBOChat https://t.co/hnmP2thxVR |
| @BrightBooks | @jim_mcginnis I do and just moved over 2 more clients this week. #QBOchat |
| @accountingpeace | I for sure do! RT @jim_mcginnis #qbochat Who actually runs their own firm on QBO? #QBOchat |
| @UseTallie | we love the @AeroWorkflow team even more! #qbochat |
| @ServelloCPA | I do as well!!! RT @jim_mcginnis #qbochat Who actually runs their own firm on QBO? #QBOchat |
| @getclockshark | Who’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 |
| @accountingpeace | Enough said! RT @Energized When clients do handwritten checks, I talk to them about fraud, errors, internal control #QBOchat |
| @BizBooksCloud | I 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 |
| @BrightBooks | Gladly ! RT @fundinggates @BrightBooks maybe YOU can talk some sense into some of our users haha #QBO #QBOchat |
| @Energized | Me too! RT @ServelloCPA I do as well!!! RT @jim_mcginnis #qbochat Who actually runs their own firm on QBO? #QBOchat |
| @QBOchat | We have a lot of QBOA lovin in this chat! #QBOchat |
| @Kimtuitive | @jim_mcginnis and I’ve got a top 100 firm who does! π #QBOChat |
| @QBOchat | Just 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 |
| @ChargeOver | We encourage clients who have manual check payers to get them to switch to ACH..sometimes that works. #QBOchat |
| @ServelloCPA | Great first chat! Definitely going to tune into more of these! #QBOchat |
| @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 |
| @QBOchat | @ServelloCPA Excellent! Thank you! #QBOchat |
| @mb_bossman | @BizBooksCloud Check your PM I may be able to help #QBOchat |
| @jazfun | Way to go KIM! RT @Kimtuitive @jim_mcginnis and I’ve got a top 100 firm who does! π #QBOchat |
| @Energized | @QBOchat There’s a bunch of QBOChatters that I’d like to take away – c’mon up to #Toronto! #QBOchat |
| @Megsquito | So 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 |
| @QBOchat | That’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 |
| @tsheets | As always, a great time and helpful information! Thanks for the fun hour, everyone! #QBOchat |
| @QBOchat | Next week we’ll be learning more about how to get through a cash crunch. #QBOChat |
| @Hubdoc | So 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 |
| @ChargeOver | That was a quick hour, y’all! #QBOchat |
| @MrScottClark | My favorite takeaway was learning what I should be doing once I start downloading transactions. Very informative discussion for me #QBOchat |
| @jazfun | Thank 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 |
| @QBOPro | Have a great week everyone! #QBOchat |
| @getclockshark | Thanks 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 |
| @accountingpeace | Aw man… back to work…. Miss y’all already! Cheers! #QBOchat |
| @BrightBooks | Hope 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 |
| @MrScottClark | Road 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_Work | Let’s send newbie @ServelloCPA & his brand new practice off with some good ole #QBOchat loving (followers followers) #QBOchat |
| @Megsquito | Have a great week #QBOChat! ‘Til next week! #QBOchat |
| @QBOchat | Thank you all! It was fun running the show today!! #QBOchat |
| @expensify | @QBOchat Looking forward to next week! Thanks for the exciting hour of #QBOchat Γ―ΛΕ #QBOchat |
| @MrScottClark | See ya everyone! #QBOchat |
| @mb_bossman | Great chat again as always, thanks everyone! Off to go accept some of my transactions from my much needed Amazon purchases… #QBOchat |
| @vheckman | Thanks everyone! Til next time! #QBOchat |
| @QBOchat | Remember to signup for our weekly reminder email so you don’t forget #QBOchat. http://t.co/Y6DrPetsia #QBOchat |
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