I went to QuickBooks Connect for the first time in 2016, and I was blown away! My expectations for the conference were not only met but exceeded. I can honestly tell you I left the event with some real and important insights about how best to set up and run my accounting business.
Now I’m getting ready to attend QuickBooks Connect for the second time. I’m all-in, but I know it can be difficult making the decision to go. It’s a financial investment, with flights and hotels to pay for. The conference itself has a price tag, too. In my opinion, however, the value you get back is priceless. I learned business strategies and approaches that truly changed my mindset, my practice and how I ran my business.
Here’s are my top ten tips to help you get the most out of QuickBooks Connect.
If you can’t attend this year, I’ve got great news. I’ll be doing some Facebook-live streaming so you can experience the conference vicariously. I’ll be talking to attendees, networking and meeting the developers to give you a taste of QB Connect 2018. Maybe next year, we can connect in person!
Lynda Artesani owns Artesani Bookkeeping in Estero, Florida. She is our first QB Community Expert Columnist and excited to be part of the team to share her knowledge and love of everything QuickBooks and to help others start or grow their businesses. She is also a member of the Intuit Advisory Council. Message her @lynda!
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I’ve been using Quickbooks for almost 30 years (Quickbooks for DOS starting in 1989, before Windows). My habit, up until now, was to upgrade every other year since financial institution interfaces lasted for 3 years with each upgrade. I’m going to wait until 2019 comes out before I upgrade, and then I’m going to take a look at other programs before I commit to an annual purchase for an unreliable product.
To me, the biggest issue with Quickbooks is the “fragile” database. I admit I haven’t cleaned out my Quickbooks file in about 12 years now (accounts have data going back to 2006) so I’m probably stressing the file more than I should. But a fully functional financial program should use an SQL database with new tables for each year (or fiscal year). An annual closeout, that closes the previous year and starts a new one, should happen automatically on the first entry for the new (fiscal) year. I had a situation recently where I withdrew a large chunk of money from a Savings Goal. The withdrawal from the goal worked but QuickBooks must have crashed before it put the money into the originating account, leaving me $thousands short of cash until I found the error.
Recently (starting in July), Quickbooks started duplicating some downloaded transactions in multiple accounts: I have 4 accounts with my investment broker and when a dividend was received in 1 account, Quickbooks put it in 2 others, even though those accounts didn’t have any of the stock that was paying the dividend. I discovered this in August through a reconcile process that wouldn’t balance: Quickbooks had $hundreds of “bogus” transactions that had to be manually deleted. I don’t know if this was the fault of Quickbooks or the financial institution.
What is Quicken Starter Edition 2018
Since this article, Matthew Fulton @ParkwayInc and I have not only gone to QB Connect San Jose, but also QB Connect Toronto. We have met the most fabulous people! The next QB Connect is at the end of February in London. Sadly, we will be missing that one because of the timing of it. It is the most busiest time of the year for people who run accounting firms.
But, we have our sights set on Sydney in May! If you ever get a chance to go to one, it is life-changing! The networking, the sessions, the people you meet!
Thank you for your kind words! Have a wonderful and successful week!
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