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I’m signed up for QuickBooks Connect. Are you?

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ProAdvisor

I’m signed up for QuickBooks Connect. Are you?

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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.

 

  1. Take a look at the list of sessions you want to attend. There are so many! This year, some of the “fan favorites” are repeated so if you see two sessions that are concurrent, you can take the repeated session at its second scheduled time. See the list of sessions here. And download the QuickBooks Connect app that you received by email.
  2. From the minute you arrive at the airport, members of the QuickBooks Connect team are on hand to help you navigate your ride to the conference center. The bus ride is FREE. Officially, the buses run every 20 minutes, but it was my experience they were coming every ten. Once you step on that bus, you are amongst friends. You can just feel the warm vibes and the excitement!
  3. When you arrive at the conference center, there is so much to see. I really enjoyed meeting the app developers and learning about all sorts of apps designed to help me save me time. For more insights about apps, you could also attend the Hackathon.
  4. Do NOT overbook yourself. My mistake at my first QuickBooks Connect was that I literally ran from one event to the next and had very little time in between to network. It was exhausting! This year, I’m making sure I’m building in plenty of time for networking and connecting.  
  5. If necessary, prepare for the change in time zone. Starting a week out from the event, see if you can stay up later every day and sleep in. Adjust your internal clock to align with California time. There are many “offsite” events to attend in the evenings, from Pre-con to gatherings thrown by some of the app developers.
  6. Create an event schedule now so you know which sessions you are attending and where the later events are held.
  7. The meals are great! Whatever your dietary preferences or restrictions, you’ll find plenty of delicious choices. I remember thinking, “How are they going to feed us all?”  Of course, the QuickBooks Connect team has it down to a science. Worth noting: Lunchtime is networking time! Bring lots of business cards to hand out every day.
  8. You are given so much swag! Don’t overpack. Save room for free stuff.
  9. Find your fan favorites and say hi in person. I made a point of tracking down one of my favorite trainers, Michelle Long (pictured above). I have followed Michelle for years, and she is my QuickBooks guru. It was so nice to meet her in person and get a hug. Yes, there is a lot of hugging at QuickBooks Connect! You meet people in person that you may only know from QuickBooks trainings, private Facebook groups or from this community.
  10. Speaking of community, the QuickBooks Community is hosting two events. On the main day (Tuesday November 6th, 12:15-1:15 p.m.), Julie Gordon White has a meetup on how to stay focused and build your vision. If you have not followed her “Momentum to a Million” group, join us here on this page. QuickBooks Community also has a meetup, called the Influencers Meetup.  It on on the main day at 11-12pm and you can find the details here.

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!

1 ACCEPTED SOLUTION

Accepted Solutions
Experienced Member

Re: I’m signed up for QuickBooks Connect. Are you?

This is fab, wish I knew about this earlier. Looking forward to the LIVE stream

7 Comments
Experienced Member

Re: I’m signed up for QuickBooks Connect. Are you?

This is fab, wish I knew about this earlier. Looking forward to the LIVE stream

ProAdvisor

Re: I’m signed up for QuickBooks Connect. Are you?

You can still come, @Tara2!  Here is the link.  If not, Facebook will work too!  Smiley Happy

Experienced Member

Re: I’m signed up for QuickBooks Connect. Are you?

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

Frequent Explorer *

Re: I’m signed up for QuickBooks Connect. Are you?

It is very interesting to read! Thanks for the interesting article!

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ProAdvisor

Re: I’m signed up for QuickBooks Connect. Are you?

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!

 

@lynda  Artesani Bookkkeeping and Matthew Fulton @ParkwayInc

 

Join our FB group QB Community Live!

 

Active Member

Re: I’m signed up for QuickBooks Connect. Are you?

yeah, I am a long time user.

 

-shivam

stuffboxtech.com

Active Member

Re: I’m signed up for QuickBooks Connect. Are you?

wow amazing great initiative by my heart cares