| @QBOchat |
Welcome everyone to #QBOchat. Please introduce yourselves to the group – Name, location & name of biz. #QBOchat |
| @QBOchat |
You’ll be missed @tsheets!! #QBOchat |
| @IntuitAccts |
#QBOChat happening now! Just include #QBOChat in your tweet to join the conversation. |
| @IntuitAcctsCA |
#QBOChat happening now! Just include #QBOChat in your tweet to join the conversation. |
| @QBOchat |
Cathy Iconis here running the new @QBOchat handle. How is everyone doing this week? #QBOchat |
| @MarnieStretch |
Hi #QBOChat ters! Marnie here from Alberta. I blog at http://t.co/sVjXKMihNA. Hope you all had a nice Thanksgiving! #QBOchat |
| @QBOchat |
Hey @MarnieStretch – great to see you this week!! #QBOchat |
| @QBOchat |
Today we’ll be discussing the Invoicing Time in detail. Please share your thoughts and comments as we go. #QBOchat |
| @QBOchat |
I bet that @tsheets would have had a lot of great content for today. Oh well #invoicingtime #QBOchat |
| @QBOchat |
I see @jtumacder has entered the chat room. How are you today! #QBOchat |
| @jtumacder |
Hi @CathyIconis @Marni! Good to see you! #QBOchat |
| @QBOchat |
We also have @MrScottClark lurking out there. How are you? #QBOchat |
| @MarnieStretch |
@QBOchat Like the new handle! #QBOchat |
| @MarnieStretch |
@jtumacder @CathyIconis Good to see you Jacint! #QBOChat |
| @jtumacder |
I’m good. Big day today with the new QBOA going live! #QBOchat |
| @QBOchat |
I guess we are all early today! Where’s @jazfun @thinkx2 @keepingbookscc #QBOchat |
| @QBOchat |
@jtumacder I’m really hoping to do a #QBOchat on that in the New Year. #QBOchat |
| @MarnieStretch |
@jtumacder Any ETAs on the global rollout? #QBOChat |
| @KeepingBooksCC |
Here! #QBOchat |
| @QBOchat |
We invite all types of @QuickBooks users – #smallbiz, accountants, developers, and more to join our #QBOchat. #QBOchat |
| @QBOchat |
Thanks for @intuitBry for supporting us on @IntuitAccts and @IntuitAcctsCA #QBOchat |
| @jtumacder |
Yes. Hope to be able to share out soon. #QBOchat |
| @KeepingBooksCC |
Greetings from Utah, Brent Blackburn here, owner of Keeping Books & Computing Consulting LLC #QBOchat |
| @jtumacder |
@MarnieStretch Hope to be able to share out soon #QBOchat |
| @PetersonBizSvcs |
I’m here! YAY #qbochat |
| @QBOchat |
Keep the introductions coming. #QBOchat – Name, Location & Name of Biz. #QBOchat |
| @QBOchat |
Awesome!! Glad you came today! RT @PetersonBizSvcs I’m here! YAY #QBOchat |
| @MarnieStretch |
@PetersonBizSvcs Hi Kaydee! #qbochat |
| @jtumacder |
@PetersonBizSvcs Hi Kaydee! #QBOchat |
| @KeepingBooksCC |
sorry I am late, I was completing the conversion of 4 company files from Sage 50 to QB for Mac, happy to say all are done #QBOchat |
| @PetersonBizSvcs |
I’m at ‘Whats New in QuickBooks 2015’ in Seattle – presenting about QBO in a couple hours! #qbochat |
| @PetersonBizSvcs |
@jtumacder HOLA! #QBOchat |
| @jtumacder |
@PetersonBizSvcs Cool! #QBOchat |
| @MarnieStretch |
She’s here! Hey Jan @jazfun! #qbochat |
| @jazfun |
Hi All.. Jan here dialing in from Dr’s Office 🙂 #VirtualEverywhere #QBOchat |
| @PetersonBizSvcs |
@jtumacder hey my CC button disappeared for IPN in my DT 13 file…. is that normal? #QBOchat |
| @QBOchat |
Hey @Jazfun – nice to see you! #QBOchat |
| @MarnieStretch |
@jazfun Why are you at the Dr’s office? #QBOChat |
| @QBOchat |
Q1: How can businesses track and invoice time by using QuickBooks Online? #QBOchat |
| @jj_watson |
@IntuitAccts Hello, Mindy! #QBOchat |
| @QBOchat |
A1: Setup time entry users in QuickBooks Online to track time and link to invoices later. #QBOchat |
| @MarnieStretch |
Congratulations! @jj_watson #QBOchat @MethodCRM #QBOchat |
| @KeepingBooksCC |
A1 I am a little embarrassed to say I have never used QBO’s time feature, not when I have @Tsheets to handle it! #qbochat |
| @MethodCRM |
RT @jj_watson: @MarnieStretch @QBOchat @MethodCRM Good, thanks! We just launched for QBO Canada! And yours? #QBOChat |
| @QBOchat |
Is @kimtuitive out there? #QBOchat |
| @PetersonBizSvcs |
@QBOchat A1- @tsheets or built in systems, there are a ton of different platforms that or course I cant think of right meow 😉 #QBOchat |
| @QBOchat |
@KeepingBooksCC @Tsheets That shouldn’t be embarrassing. #QBOchat |
| @mindy4Intuit |
Hi @jazfun! So good to hear from you!! Hi @JJ_Watson! #QBOchat |
| @jj_watson |
@alisonatintuit Welcome! Hope all is well! #QBOChat |
| @jtumacder |
@PetersonBizSvcs Not normal. Merchant account may have gotten unlinked #QBOchat |
| @QBOchat |
@KeepingBooksCC @Tsheets We want to share what all QuickBooks Online can do, but we also want to learn about other products. #QBOchat |
| @jazfun |
Saw her at #CPASuccess with @gaperry! #QBOchat |
| @MarnieStretch |
Cat on the brain @PetersonBizSvcs? #QBOchat @tsheets #QBOchat |
| @PetersonBizSvcs |
@jj_watson @MarnieStretch @qbopro @jazfun Jim: I came across the show picture from vegas yesterday! should we share? #QBOchat |
| @QBOchat |
A1: QuickBooks Online provides an unlimited number of time entry users. #QBOchat |
| @jj_watson |
@PetersonBizSvcs Was that a Freudian slip with the “meow?” #QBOchat |
| @AustinNexus |
Sorry to miss #qbochat today – at #CPASuccess in Dallas with @jim_mcginnis and @Kimtuitive. See y’all next week! |
| @PetersonBizSvcs |
@jtumacder weird thing is that my e-check is still on…. #QBOchat |
| @alisonatintuit |
. @QBOchat @jazfun @jj_watson thanks you guys!! #qbochat |
| @QBOchat |
@AustinNexus @jim_mcginnis @Kimtuitive We miss you all! (But watching that live too!) #QBOchat |
| @MarnieStretch |
@AustinNexus Say hi to @jim_mcginnis and @Kimtuitive! #QBOChat |
| @jtumacder |
@mindy4Intuit Hi Mindy! #QBOchat |
| @thinkx2 |
Mary Longacre, in Alexandria VA joining #QBOChat #LateLikeLeary b/c I had to pick up my #QBcar at the shop! http://t.co/fG9Rg0CG9e |
| @PetersonBizSvcs |
@jj_watson no that’s just my thing 😉 #QBOchat |
| @jtumacder |
@PetersonBizSvcs That is strange #QBOchat |
| @QBOchat |
@thinkx2 Adorable!! #QBOchat |
| @Kimtuitive |
@QBOchat I’m live in Dallas at #CPASuccess watching @StacyKildal @DarrenRoot & @jim_mcginnis talk #QBO #QBOChat http://t.co/ZCWIk0uqNV |
| @jj_watson |
@PetersonBizSvcs @MarnieStretch @QBOPro @jazfun Hah…do it! #QBOchat |
| @MarnieStretch |
@thinkx2 Love it! #QBOChat |
| @QBOchat |
A1: Delayed charges can be created to represent time or services that need to billed later. #QBOchat |
| @jazfun |
if you all can multi task Listen to @jim_mcginnis & @stacykildal @DarrenRoot speaking Now! @CPASuccess #QBOchat |
| @jtumacder |
Hi @alisonatintuit @Kimtuitive @jazfun #QBOchat |
| @jj_watson |
@thinkx2 Nice! #QBOchat |
| @MarnieStretch |
Link? @jazfun @jim_mcginnis @stacykildal @DarrenRoot @CPASuccess #qbochat |
| @alisonatintuit |
. @Kimtuitive @QBOchat @StacyKildal @DarrenRoot @jim_mcginnis SO COOL! great pic of great peeps. #QBOChat #CPASuccess |
| @jazfun |
@thinkx2 Love your car~ #QBOchat |
| @QBOchat |
Next time @CPASuccess is on, we need to do it with #QBOchat live 🙂 #QBOchat |
| @jazfun |
http://t.co/VBmsHGRJPP @MarnieStretch #QBOchat |
| @MarnieStretch |
@jazfun Thanks! #QBOChat |
| @QBOchat |
I have a feeling we’ve lost a ton of people to @CPASuccess today. #QBOchat |
| @QBOchat |
A1: Make sure to turn on “track expenses by customer” and “make expenses billable” in Company Settings. #QBOchat |
| @MarnieStretch |
@QBOchat @CPASuccess That would explain it! I was thinking holiday hangover! #QBOChat |
| @mindy4Intuit |
Hi @jazfun @jj_watson @jtumacder @MarnieStretch and all! I’m having a little trouble with Nurph, but I think I’m good now… #QBOchat |
| @jazfun |
@QBOchat @CPASuccess Agreed.. Great content & Fantabulous Speakers. Informative.. A MUST #QBOchat |
| @QBOchat |
Maybe we can get @jimbakes to join us on here while everyone is watching @CPASuccess ;0 #QBOchat |
| @jazfun |
@mindy4Intuit @jj_watson @jtumacder @MarnieStretch Welcome back #QBOchat |
| @JonReifler |
Jon in Grand Rapids, MI w. Cloud Apps Consulting …Hi everyone…sorry I am late…busy setting up new apps practice #qbochat |
| @PetersonBizSvcs |
@jj_watson @MarnieStretch @QBOPro @jazfun hahahahahaha! @Kimtuitive what do you think of our shoe? #QBOChat http://t.co/Mt2bJRzFMX |
| @thinkx2 |
Kaydee, Can I really set up a new #QBOA account to get the new interface right away? #QBOchat @PetersonBizSvcs |
| @QBOchat |
Great to have you join us @JonReifler! #QBOchat |
| @MarnieStretch |
@thinkx2 @PetersonBizSvcs I’m curious to. Or does my existing account roll over? #QBOChat |
| @MarnieStretch |
@thinkx2 @PetersonBizSvcs too too too too too too too #QBOChat |
| @QBOchat |
Q2: What invoice customizations are available for invoicing time entry in QuickBooks Online? #QBOchat |
| @MarnieStretch |
@PetersonBizSvcs @jj_watson @QBOPro @jazfun @Kimtuitive Haha! That’s awesome! #QBOChat |
| @PetersonBizSvcs |
@thinkx2 well… the term ‘right away’ is not in the description – but you can sign up to be converted. I’ll find out ETA #QBOchat |
| @DanethaDoe |
Sorry I have to miss #QBOchat today! Hope you all have a great day. |
| @QBOchat |
Miss ya! RT @DanethaDoe Sorry I have to miss #QBOchat today! Hope you all have a great day. #QBOchat |
| @PetersonBizSvcs |
@MarnieStretch @thinkx2 I also have a workaround if it is going to take too long 🙂 #QBOchat |
| @MarnieStretch |
@DanethaDoe You too! Next week maybe 🙂 #QBOChat |
| @QBOchat |
A2: To access invoice customization options, go to Company Settings > Sales > Customize. #QBOchat |
| @jtumacder |
Love that if you delete an invoice with time/expenses on it they become billable again! #QBOchat |
| @alisonatintuit |
. @DanethaDoe We will miss you gorgeous girl! #qbochat |
| @QBOchat |
@jtumacder Great point! #QBOchat |
| @thinkx2 |
A1.@QBOchat #QBOchat I love how the QBO audit log backs up the time entries for log in and log out times (if we forget to enter our time!) |
| @Kimtuitive |
@PetersonBizSvcs @jj_watson @MarnieStretch @QBOPro @jazfun how do I always miss the best shoes in Vegas?! 🙂 Love it! #QBOChat |
| @QBOchat |
A2: Invoices can be customized to shoe employee names and/or hours and rate. #QBOchat |
| @jtumacder |
A3: Can add a service field to timesheets (advanced settings – Time tracking) #QBOchat |
| @MarnieStretch |
@QBOchat LOL @kimtuitive has you thinking about shoes now! #QBOChat |
| @thinkx2 |
My current QBOA login seems to be messed up anyway, so I wouldn’t mind a new one! (long story) #QBOchat @PetersonBizSvcs @MarnieStretch |
| @BrookeHRob |
Whoops! Joining #QBOChat way late today |
| @MarnieStretch |
@BrookeHRob Better late than never! Hi! #QBOChat |
| @QBOchat |
No worries!! Welcome! RT @BrookeHRob Whoops! Joining #QBOChat way late today #QBOchat |
| @QBOchat |
A2: Time can by grouped by Day, Week, Month or Type and subtotaled on the invoice. #QBOchat |
| @MarnieStretch |
For anyone watching the live stream….I kinda wish they were volleying that beach ball while talking! Lol! #QBOChat |
| @jtumacder |
A3: Can also automatically invoice unbilled activity (settings-advanced>automation) #QBOchat |
| @QBOchat |
@MarnieStretch Or blow the beach ball up a bit more. #QBOchat |
| @QBOchat |
A2: Time with duplicate descriptions and rates can be collapsed to a simpler invoice. #QBOchat |
| @MarnieStretch |
@QBOchat I won’t lie I was thinking that too! #QBOChat |
| @PetersonBizSvcs |
@thinkx2 @MarnieStretch been there…. #QBOchat |
| @MarnieStretch |
@QBOchat Do you think @StacyKildal is checking her phone? Blow up that beach ball, Stacy! #QBOChat |
| @jtumacder |
A4: Can add service date to each line item (settings-sales-sales form content) #QBOchat |
| @QBOchat |
Or did @jim_mcginnis turn off his notifications for being mentioned in a tweet 😉 #QBOchat |
| @QBOchat |
Q3: How does the linking of time or charges to invoices work in QuickBooks Online? #QBOchat |
| @thinkx2 |
LOL – no, you can’t write off shoes as employees! #QBOchat RT @QBOchat A2: Invoices can be customized to shoe employee names and/or hours.. |
| @QBOchat |
@thinkx2 shush! #QBOchat |
| @QBOchat |
A3: Activity can simply be linked and added to an invoice with a click of a button. #QBOchat |
| @MarnieStretch |
It’s funny how #QBOChat regularly turns to shoes and unicorns! #QBOchat |
| @jtumacder |
@QBOchat best part is that time becomes billable again if you remove it from the invoice or delete the invoice. #QBOchat |
| @thinkx2 |
I invited @QBOgirl to join #QBOchat today from Australia. Hope she can hop in for a minute or two! |
| @PetersonBizSvcs |
@QBOchat Bahahaha we totally changed the topic of conversation @Kimtuitive @jj_watson – customize employee shoes! #QBOchat |
| @JonReifler |
Hey @Jazfun @PetersonBizSvcs @MarnieStretch @Kimtuitive @CathyIconis Good to be back… had gone through #qbochat withdrawal #QBOchat |
| @QBOchat |
@PetersonBizSvcs @Kimtuitive @jj_watson I might just quit early today 🙂 #QBOchat |
| @QBOchat |
A3: Once added, time can be adjusted without affecting the attached activity. #QBOchat |
| @PetersonBizSvcs |
@QBOchat A3 – you can use the transaction drawer to add single or multiple time charges to invoices #QBOchat |
| @jj_watson |
@thinkx2 @QBOGirl 7:30am there…and they’ve been busy partying with @IntuitBrad! #QBOchat |
| @alisonatintuit |
RT @QBOchat: A3: Activity can simply be linked and added to an invoice with a click of a button. #QBOchat |
| @QBOchat |
RT @jj_watson: @thinkx2 @QBOGirl 7:30am there…and they’ve been busy partying with @IntuitBrad! #QBOchat |
| @QBOchat |
A3: You can unlink the transaction by clicking the lock button on the transaction line. #QBOchat |
| @MarnieStretch |
Hey @PetersonBizSvcs what’s the current status of the advanced QBO certification? Okay to go ahead now? #QBOChat |
| @Kimtuitive |
@thinkx2 @QBOchat believe me, I’ve tried! #sadface #YesTheyAREaBusinessExpense #qbochat |
| @JonReifler |
A3: Love using the 3 custom fields along with the invoice when linking time–gives a couple other fields to add important info #QBOchat |
| @PetersonBizSvcs |
@MarnieStretch the test is good to go – there are some upgrades to the proadvisor portal so log in and see if your link works #QBOchat |
| @PetersonBizSvcs |
@MarnieStretch lots of platform changes taking place today 🙂 #QBOchat |
| @MarnieStretch |
@PetersonBizSvcs Thanks! #QBOChat |
| @QBOchat |
A3: To view all your linked activities, click “Linked Transactions” on the top left of the screen. #QBOchat |
| @Kimtuitive |
#MultiTasking #CPASuccess #QBOChat http://t.co/c0LQeNMY09 |
| @QBOchat |
@Kimtuitive Good idea! #QBOchat |
| @thinkx2 |
#QBOchat The man of her dreams? Mr @QuickBooks meets @msgreen M&M Images by @amycmccoy @NeatoCoolville http://t.co/P38kiyHTUV |
| @qbclay |
what i liked about v80 QBO release; http://t.co/nTCiGj7sTw #qbochat |
| @QBOchat |
@qbclay Are you sneaking in today? #QBOchat |
| @QBOchat |
Q4: Which 3rd Party Apps do you recommend businesses use to help invoice time? #QBOchat |
| @Mere_Wood |
late…but i’m here now! #qbochat |
| @qbclay |
@QBOchat I am handling all QA for the 4 hour QBO cert event today. so am like gone in the brain #qbochat |
| @MarnieStretch |
@Mere_Wood Hey Meredith! Good to see you! #QBOChat |
| @Mere_Wood |
@MarnieStretch you too marnie 🙂 #qbochat |
| @PetersonBizSvcs |
@qbclay i can help if you want! but i think youre done in 20 mins.. #QBOchat |
| @MarnieStretch |
A4 I am DYING to get a client using @Tsheets already! #QBOChat |
| @QBOchat |
Hey @Mere_Wood!! Great to see you! #QBOchat |
| @QBOchat |
@qbclay I can only imagine. #QBOchat |
| @thinkx2 |
I would except Intuit lost my #QBO certification, so I can’t take the Advanced exam yet 🙁 @PetersonBizSvcs #QBOchat |
| @jtumacder |
@QBOchat A1: Here’s what’s listed on http://t.co/f25L0kKWXD https://t.co/eE26bDJeMl #QBOchat |
| @MarnieStretch |
@thinkx2 @PetersonBizSvcs Did you keep a copy? #QBOChat |
| @QBOchat |
A4: Track time in @tsheets by customer, class, product and once approved, syncs to #QuickBooks. #QBOchat |
| @jazfun |
gotta run all~ Have a great day~ thank you for the chat @CathyIconis #QBOchat |
| @karldotcom |
@thinkx2 my QBO cert is lost also, as are 4 Desktops @PetersonBizSvcs #QBOChat |
| @MarnieStretch |
@jazfun @CathyIconis See you Jan! #QBOChat |
| @Mere_Wood |
@jazfun @CathyIconis hi jan! bye jan! #qbochat |
| @QBOchat |
@jazfun You too! Great to see ya! #QBOchat |
| @QBOchat |
A4: Use @MinuteDock to track time and use their invoice feature all syncing back to QuickBooks Online. #QBOchat |
| @jj_watson |
@jazfun @CathyIconis Ciao! #QBOchat |
| @thinkx2 |
I have proof, yes. Just a pain to have to get it fixed, and a frustrating delay. #QBOchat @MarnieStretch @PetersonBizSvcs |
| @PetersonBizSvcs |
@karldotcom @thinkx2 nobody freak out about cert status on their PA account today – the system is being upgraded, this is day 1 #QBOchat |
| @JonReifler |
@QBOchat A4: Just started testing @Harvest and so far, I’m a fan…not on http://t.co/fVP8pjsCBk yet, but they have QBO integration #QBOchat |
| @MarnieStretch |
@PetersonBizSvcs @karldotcom @thinkx2 Good advice Kaydee. I always try to KEEP CALM and… #QBOChat |
| @alisonatintuit |
@MarnieStretch @PetersonBizSvcs @karldotcom @thinkx2 Keep calm and drink wine!! #qbochat |
| @MarnieStretch |
Haven’t heard of them until you mentioned them @JonReifler! #QBOchat @Harvest #QBOchat |
| @QBOchat |
A4: Export time from your external system and use @TransactionPro to import into QBO for easy invoicing. #QBOchat |
| @shaunamaher |
Commercial break from @jim_mcginnis @StacyKildal & @DarrenRoot’s great #CPASuccess advice. Hi #qbochat! |
| @QBOchat |
@shaunamaher @jim_mcginnis @StacyKildal @DarrenRoot > Haha!! I love the commercials! #QBOchat |
| @MarnieStretch |
Hi @shaunamaher! #QBOChat |
| @QBOchat |
Q5: How best can you navigate QuickBooks Online to find billable time? #QBOchat |
| @Hubdoc |
.@JamieShulman from @hubdoc only arriving now (in Toronto). Bummed to have missed #qbochat. Interesting & entertaining discussn, as always! |
| @QBOchat |
A5: There is an Unbilled Time report already available in the reports area. #QBOchat |
| @jtumacder |
@QBOchat A1: Go to customers and click on unbilled activity #QBOchat |
| @qbclay |
also, on the sales transactions and customer view, filter by clicking tab for unbilled cost #qbochat |
| @thinkx2 |
A4. #QBOchat @QBOchat I have a client who has been using SpringAhead for many years to invoice time through #QuickBooksOnline |
| @PetersonBizSvcs |
@Hubdoc @JamieShulman YAY! Love me some Jamies! #QBOchat |
| @jtumacder |
@QBOChat I like the unbilled activity tab better than a report because you invoice right from it #QBOchat |
| @QBOchat |
A5: A better view might be looking at Unbilled Activity in the Sales Transaction screen. #QBOchat |
| @jtumacder |
@qbclay LOL! Good to see you Woody. 🙂 #QBOchat |
| @QBOchat |
Here is the unbilled view from sales transactions #qbochat http://t.co/VZqQUAdMv7 |
| @thinkx2 |
Hi Jamie, see you soon! @Hubdoc @JamieShulman #QBOchat @MethodCRM @jj_watson |
| @jtumacder |
@qbclay created an awesome in depth video showcasing the new QBOA! http://t.co/ArxzCSLdfT @QBOChat #QBOchat |
| @JamieShulman |
@PetersonBizSvcs sending love right back!! Here in #QBOchat! (hey, that kinda rhymes!) |
| @QBOchat |
That sales screen is hard to find – hidden under Transactions. #qbochat http://t.co/VMoHVbjeyi |
| @QBOchat |
Just a few minutes left for this week’s #QBOchat. What is your favorite take away? #QBOchat |
| @QBOchat |
And, do we have any #CPASuccess attendees checking up on the tweets they missed the last hour? #QBOchat |
| @MarnieStretch |
@QBOchat The transaction tab is the ‘secret’ tab. Click it and enter a whole new realm of info! #QBOChat |
| @QBOchat |
Next week we’ll be learning more about @Fundera. #QBOChat |
| @JonReifler |
@QBOchat A5: #QBO is great for tracking and invoicing billable time; the apps in this category are some of the best out there! #QBOchat |
| @MarnieStretch |
@QBOchat Beach balls deserve to be fully inflated. Have a great week everyone! #QBOChat |
| @tsheets |
Couldn’t have said it better ourselves! A4:Track time in @tsheets by customer, class, product & once approved, sync to #QuickBooks #QBOchat |
| @Mere_Wood |
Woohoo! RT @QBOchat Next week we’ll be learning more about @Fundera. #QBOChat |
| @QBOchat |
Remember to signup for our weekly reminder email so you don’t forget #QBOchat. http://t.co/ULgiSmcw9z #QBOchat |
| @jtumacder |
Thanks @QBOChat for another great discussion! #QBOchat |
| @QBOchat |
That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us! #QBOchat |
| @QBOchat |
Have a great week. #QBOChat |
| @Mere_Wood |
See you all next week! It’s going to be a good one! #biased #qbochat |
