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How to make the most of Quickbooks Connect Virtual

Trade shows were one of the early business casualties of the pandemic. The large scale shows like SXSW, The Mobile World Congress and Google I/O were quickly cancelled for 2020, and there doesn’t seem to be much hope that in-person trade shows will see a resurgence in 2021.

However, adaptable as always, the business community has flocked online instead. The number of fully-virtual trade shows increased from 15 per cent to 41 per cent during 2020.

Innovative accounting software QuickBooks normally brings together its community of accounting professionals, small business and self-employed individuals in live events worldwide. These events have taken place in London, Sydney, Toronto, and San Jose.

On the 3rd of March, QuickBooks will be holding their QuickBooks Connect UK virtual trade show.

The QuickBooks Connect shows are always unmissable events for accountants, bookkeepers, freelancers, and small business owners. Since this year’s QuickBooks Connect UK will be uniquely virtual, we’ve got some quick tips on how you can make the most of it.

What Is QuickBooks?

QuickBooks is one of the most popular desktop small business accounting software solutions. Quickbooks can be used to send invoices, prepare taxes, generate financial data, and make payments.

Intuit, the company behind QuickBooks, also offers a cloud service called QuickBooks Online.  QuickBooks Online is web-based accounting software that uses a monthly subscription payment model.

How does Chaser work with QuickBooks?

Chaser can be fully integrated with your QuickBooks account in less than 2 minutes. Integrating Chaser with QuickBook offers you several benefits, including: 

  • The ability to save time by automating your invoice chasing without losing the human touch, so customers won’t know you’re using an automated system to chase them
  • Send unlimited reminders that can be scheduled at varying intervals throughout the invoicing process and tailored to different customer groups. 
  • Stay on top of your accounts receivables by seeing all communications on payments, including replies, at a glance and leaving notes for your colleagues.
  • Due to the seamless integration QuickBooks users can streamline their receivables process into Chaser’s innovative credit control solutions, eliminating the need for  multiple platforms.

What Is QuickBooks Connect?

QuickBooks Connect is an online platform that brings together a community of accounting professionals, small business and self-employed individuals.

The QuickBooks Connect trade show provides tips on getting the most out of QuickBooks and connecting people with peers, partners and QuickBooks experts. This year’s content is entirely online and entirely free of charge!

How to get the best from Quickbooks Connect

Virtual trade shows are distinctly different from being there in person. To help you get the best from QuickBooks Connect Virtual, here are some easy to implement tips:

  • Know what you want from the event

Before you attend QuickBooks Connect, it’s a good idea to make a list of precisely what key takeaways you’d like from the event.

You might focus on connecting with specific people or building a skill set. Having a personal agenda will make it easier to get real value from attending.

  • Reach out ahead of time

QuickBooks Connect features breakout meeting rooms where you can talk to specific attendees and experts. Rather than merely being a spectator and hoping for a chance to speak to someone, reach out in advance and make an appointment to talk to them.

  • Stay engaged

It’s far easier to get distracted during a virtual trade meeting than if you’re there in person. Watching people talk on a screen for hours can make our attention drift.

The best way to avoid this is to minimise distractions. Keep your phone on silent, keep your open tabs to a minimum and set yourself up in a room with the least distractions.

  • Familiarise yourself with the online platform

Tech issues are the bane of any online event. While they will crop up, you can minimise the part you play in them by familiarising yourself with the specific online platform Quickbooks Connect uses in advance.

Getting yourself familiar with how to access and use the platform in advance means you won’t be wasting any time on the day overcoming technical support issues.

  • Make use of social media

Always start your networking before the event. Quickbooks Connect will be heavily advertised on various social media platforms, representing an excellent chance to reach out to other people interested in going.

Use social media to proactively connect with the people you think will provide the most value.

Twitter: https://twitter.com/quickbooksuk

Facebook: https://www.facebook.com/QuickBooksUK


  • Always follow up

Keep detailed notes on who you got the chance to talk to and always follow up after the event. Popular speakers can often speak to hundreds of people during an event, so it’s best to follow up during the first 48-hours while the conversation you had is still fresh in their mind.


I'll be participating in one of the breakout sessions at the Partner Spotlight. Hope to see you there! 

Light-TS-202102-Quickbooks Virtual - Sonia Dorais and Chaser logo-b

Look for Chaser at the show and register for the virtual event here.


QuickBooks Connect
Credit Control
Quickbooks Online