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#QBOChat 07/19/2013 Transcript

Iconis Group ‏@IconisGroup
Welcome to our weekly #qbochat! Let’s start off with introductions. Name, state and position?

Brent Blackburn ‏@KeepingBooksCC
Brent from Utah #qbochat

Funding Gates ‏@fundinggates
Meredith, NY, w/ Funding Gates (app center app) #qbochat

Cathy Iconis ‏@CathyIconis
Welcome back Brent! “@KeepingBooksCC: Brent from Utah #qbochat”

Cathy Iconis ‏@CathyIconis
Welcome Meredith! “@fundinggates: Meredith, NY, w/ Funding Gates (app center app) #qbochat”

Brent Blackburn ‏@KeepingBooksCC
@CathyIconis Thanks Cathy! #qbochat

Iconis Group ‏@IconisGroup
I think things are under control@iconisgroup
#qbochat

Iconis Group ‏@IconisGroup
We are running a bit behind but let’s dive into our questions #qbochat

Cathy Iconis ‏@CathyIconis
@CathyIconis: I’m Cathy Iconis, CEO of @IconisGroup and sitting at the ATL airport – just landed from SFO! #qbochat

Funding Gates ‏@fundinggates
@CathyIconis thanks Cathy! #qbochat

Iconis Group ‏@IconisGroup
Be sure to note Q1, Q2, Q3 on each question in your response #qbochat

Funding Gates ‏@fundinggates
@CathyIconis #dedication #qbochat

Iconis Group ‏@IconisGroup
Q1. What is your biggest struggle with @QBOnline invoices? #qbochat #invoicing

Cathy Iconis ‏@CathyIconis
@fundinggates for sure! #qbochat

Iconis Group ‏@IconisGroup
RT @fundinggates @CathyIconis #dedication #qbochat

Iconis Group ‏@IconisGroup
RT @CathyIconis @CathyIconis: I’m Cathy Iconis, CEO of @IconisGroup and sitting at the ATL airport – just landed from SFO! #qbochat

Brent Blackburn ‏@KeepingBooksCC
Q1 nothing comes to mind #qbochat

Cathy Iconis ‏@CathyIconis
We have a lot of issues matching up payments to invoices #qbochat

Billcom ‏@billcom
Jump into #qbochat conversation w/ one of our awesome customers. It just started. CC: @iconisgroup @cathyiconis

Rebecca Wells ‏@rabshaka21
Q1 I really like it a lot as well. I just wish I could read my client’s minds. #qbochat

Iconis Group ‏@IconisGroup
RT @billcom Jump into #qbochat conversation w/ one of our awesome customers. It just started. CC: @iconisgroup @cathyiconis

Cathy Iconis ‏@CathyIconis
Especially for our clients #qbochat

Funding Gates ‏@fundinggates
@CathyIconis I’ve heard similar from our users. #qbochat

Iconis Group ‏@IconisGroup
Here is an overview of @QBOnline invoicing from #Intuit. http://quickbooksonline.intuit.com/online-invoicing/ … #qbochat #invoicing

Cathy Iconis ‏@CathyIconis
@_lisafields why have you been in them a lot? #qbochat

Iconis Group ‏@IconisGroup
@_lisafields What were some of the roadblocks that you had to figure out? If you don’t mind sharing? #qbochat

Cathy Iconis ‏@CathyIconis
Amazing that my luggage was at baggage claim as soon as I got here #qbochat #MultiTasking

Rebecca Wells ‏@rabshaka21
@_lisafields figuring out the flow of charges has been tricky for me. #qbochat

Iconis Group ‏@IconisGroup
Do you want to give your invoices a makeover? Check out this video from @QBOnline. http://www.youtube.com/watch?v=4ZPd7yXtSYA … #qbochat #invoicing

CrunchSum ‏@CrunchSum
Q1: Doesn’t the ability to sync bank accounts alleviate most of the challenges that can come with matching payments to invoices? #qbochat

Cathy Iconis ‏@CathyIconis
@CrunchSum the issue still comes in if they are doing manual deposits. If everyone could just pay thru IPN or @Billcom #qbochat

Iconis Group ‏@IconisGroup
Q2 is coming… #qbochat

Iconis Group ‏@IconisGroup
Q2. What features do you use to automate or streamline your invoicing process? #qbochat #invoicing

Iconis Group ‏@IconisGroup
@Cruchsum @cathyiconis made for a nice transition into Q2 #qbochat

Cathy Iconis ‏@CathyIconis
@IconisGroup I used to auto invoice at the beginning #qbochat

Iconis Group ‏@IconisGroup
Here is some documentation on how automation works. http://quickbooksonline.intuit.com/screen_automation.jsp … #qbochat #invoicing

Cathy Iconis ‏@CathyIconis
@IconisGroup now I just copy last Month’s invoice #qbochat

CrunchSum ‏@CrunchSum
It can be a manual process to match deposits in QBO, but the “matching” feature via DL Transactions helps simplify the process. #qbochat

Brent Blackburn ‏@KeepingBooksCC
Q2 Since I bill using value pricing, most of my clients get an invoice on the first day of the month through automated invoicing #qbochat

Iconis Group ‏@IconisGroup
RT @CathyIconis @IconisGroup now I just copy last Month’s invoice #qbochat

Cathy Iconis ‏@CathyIconis
Multitasking update – now on airport shuttle 😉 #qbochat

Brent Blackburn ‏@KeepingBooksCC
@CathyIconis <–Wonder Woman! #qbochat

Cathy Iconis ‏@CathyIconis
@_lisafields that is interesting! Didn’t think of that #qbochat

Cathy Iconis ‏@CathyIconis
@KeepingBooksCC LOL (on the shuttle) #qbochat

Iconis Group ‏@IconisGroup
RT @CathyIconis @_lisafields that is interesting! Didn’t think of that #qbochat

Cathy Iconis ‏@CathyIconis
How many of you are ProAdvisors versus Small Bizs? #qbochat

Brent Blackburn ‏@KeepingBooksCC
@_lisafields I hadn’t run into that either. Seems kinda crazy when that is the whole point of delayed charges, isn’t it? #qbochat

davidleary ‏@davidleary
Better late than never to tonight’s #QBOchat. Evening everyone! #ThereIsNoEarlyInLeary

Brent Blackburn ‏@KeepingBooksCC
<–ProAdvisor #qbochat

Iconis Group ‏@IconisGroup
RT @CathyIconis How many of you are ProAdvisors versus Small Bizs? #qbochat

Cathy Iconis ‏@CathyIconis
@_lisafields so what industry is this client in? #qbochat

Iconis Group ‏@IconisGroup
RT @_lisafields @KeepingBooksCC yep! #qbochat

Iconis Group ‏@IconisGroup
As an alternative, have you done #OnDemand invoicing with your iPad? This is a great overview. http://www.macworld.com/article/2031141/review-quickbooks-online-for-ipad-a-limited-app-with-potential.html … #qbochat #invoicing

Cathy Iconis ‏@CathyIconis
@davidleary welcome! #qbochat

Iconis Group ‏@IconisGroup
RT @_lisafields @CathyIconis Consultant – communications workshops and stuff #qbochat

Iconis Group ‏@IconisGroup
it stinks to stifle such nice discussion but we are about to roll out Q3 #qbochat

Iconis Group ‏@IconisGroup
Q3. What are your favorite features when it comes to invoicing in @QBOnine? #qbochat #invoicing

CrunchSum ‏@CrunchSum
@CathyIconis ProAdvisor. #qbochat

Iconis Group ‏@IconisGroup
@davidleary Glad you could make it! #qbochat

Brent Blackburn ‏@KeepingBooksCC
Q1 definitely automated invoicing, works for so many clients who have monthly recurring charges #qbochat

Brent Blackburn ‏@KeepingBooksCC
Q3 oops I meant question 3 #qbochat

Cathy Iconis ‏@CathyIconis
Does anyone have any clients invoicing off the iPad? #qbochat

Brent Blackburn ‏@KeepingBooksCC
@CathyIconis not yet, that is pretty new #qbochat

Iconis Group ‏@IconisGroup
When you email your customer an invoice, you can include an option that lets them pay that invoice online. #qbochat #invoicing

Iconis Group ‏@IconisGroup
It’s fast, easy, and free for your clients. #qbochat #invoicing

Iconis Group ‏@IconisGroup
RT @_lisafields @IconisGroup I totally do that. My clients love it. Except one donuthead 😉 #qbochat

Brent Blackburn ‏@KeepingBooksCC
@IconisGroup I set up my clients for autocharge 5 days later, so for most clients, invoice is just a warning #qbochat

Cathy Iconis ‏@CathyIconis
I gotta jump off to drive and see kids before bed time! Sorry to miss the rest! #qbochat

Rebecca Wells ‏@rabshaka21
Love it! –>RT @_lisafields @IconisGroup I totally do that. My clients love it. Except one donuthead 😉 #qbochat

Brent Blackburn ‏@KeepingBooksCC
@IconisGroup but I do LOVE that feature for the others, definitely speeds up collecting payments #qbochat

Iconis Group ‏@IconisGroup
RT @KeepingBooksCC @IconisGroup but I do LOVE that feature for the others, definitely speeds up collecting payments #qbochat

Brent Blackburn ‏@KeepingBooksCC
@CathyIconis What rest? Without you I think the discussion is going to dry up 🙂 #qbochat

Iconis Group ‏@IconisGroup
RT @KeepingBooksCC @CathyIconis What rest? Without you I think the discussion is going to dry up 🙂 #qbochat

Iconis Group ‏@IconisGroup
RT @KeepingBooksCC @IconisGroup I set up my clients for autocharge 5 days later, so for most clients, invoice is just a warning #qbochat

Iconis Group ‏@IconisGroup
Q4. Do you use any Apps to help you do your invoicing? How do you rate them? #qbochat #invoicing

Rebecca Wells ‏@rabshaka21
We do most of our apps with JEs. Have you guys used Mavenlink yet? #qbochat

Rebecca Wells ‏@rabshaka21
@_lisafields same here #qbochat

Iconis Group ‏@IconisGroup
Q4 Zencash users? thoughts? #qbochat

Iconis Group ‏@IconisGroup
Q4 the collections feature of Zencash seems particularly interesting #qbochat

Iconis Group ‏@IconisGroup
@_lisafields seems like a PMSI that turns into estimates and charges as a project progresses
#qbochat

Iconis Group ‏@IconisGroup
Now we need to all find some clients to use as guinea pigs for apps #qbochat

Rebecca Wells ‏@rabshaka21
Q4 how do you guys decide what clients to try new apps and products out on? Do you have some kind of vetting process? #qbochat

Iconis Group ‏@IconisGroup
Q5 is coming soon
#qbochat

Iconis Group ‏@IconisGroup
Q5. What could @QBOnline be doing better with their invoicing functionality? #qbochat #invoicing

Brent Blackburn ‏@KeepingBooksCC
@rabshaka21 just assess their needs, and if accounting program can’t satisfy them, find an app that can #qbochat

Brent Blackburn ‏@KeepingBooksCC
Q5 I would like to see more flexibility in editing the invoice. Desktop is better and Xero is better still. #qbochat

Iconis Group ‏@IconisGroup
RT @KeepingBooksCC Q5 I would like to see more flexibility in editing the invoice. Desktop is better and Xero is better still. #qbochat

davidleary ‏@davidleary
Yes, would love to see the answers to Q4 #qbochat

Rebecca Wells ‏@rabshaka21
@KeepingBooksCC Just because I’m not as familiar with desktop, how is it’s fuctionality better than QBO? #qbochat

Iconis Group ‏@IconisGroup
RT @davidleary Yes, would love to see the answers to Q4 #qbochat

Brent Blackburn ‏@KeepingBooksCC
@rabshaka21 It is a graphical interface where you can move and edit (almost) every element of the invoice #qbochat

Rebecca Wells ‏@rabshaka21
@KeepingBooksCC In QBO we can’t do as much as I would like with Percentage of Completion clients #qbochat

Iconis Group ‏@IconisGroup
RT @KeepingBooksCC @rabshaka21 It is a graphical interface where you can move and edit (almost) every element of the invoice #qbochat

Brent Blackburn ‏@KeepingBooksCC
@rabshaka21 Um, what CAN you do with QBO for percent completion? I don’t use it for those clients for that reason? How do you do it #qbochat

Rebecca Wells ‏@rabshaka21
@KeepingBooksCC I make notes in the description for each line item. It’s not the most elegant #qbochat

Rebecca Wells ‏@rabshaka21
@keepingbookscc my Percentage of completion clients only have a few line items, more than 6 and I think I’d have to change programs #qbochat

Brent Blackburn ‏@KeepingBooksCC
@rabshaka21 I agree #qbochat

Brent Blackburn ‏@KeepingBooksCC
@IconisGroup I did that yesterday for a prospective client, with both QBO and Xero to show them how something would work #qbochat

Iconis Group ‏@IconisGroup
That’s all we have for this week #qbochat

Brent Blackburn ‏@KeepingBooksCC
it has been fun #qbochat

Rebecca Wells ‏@rabshaka21
yes it has! #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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