Part 1: Introducing Intuit QuickBooks Online Accountant. QuickBooks Online Fundamentals Series

Transcription

1 Part 1: Introducing Intuit QuickBooks Online Accountant QuickBooks Online Fundamentals Series

2 Douglas A. Young, CPA 1262 Buck Lane, Suite B West Chester, PA Phone: Cell: Fax: Doug@YoungCPA.net Website:

3 Part 1: Introducing QuickBooks Online Accountant The first of a 3-part webinar series for accounting professionals who are brand new to QuickBooks Online and QuickBooks Online Accountant. Part 2: Setting up your Firm s Books (March 31, 11 am MST) The second of a 3-part webinar series covers how easy it is for accounting professionals to set up the free subscription to QuickBooks Online Plus that comes with QuickBooks Online Accountant. Part 3: Managing your Firm s Books with QuickBooks Online and Apps (April 5, 11 am MST) The last of the 3-part webinar series show accounting professionals how easy it is to use QuickBooks Online and apps to manage their firm s books. 3

4 Learning Objectives After completing this webinar, you should be able to: Describe the benefits of using QuickBooks Online Accountant (QBOA) Identify the special features designed for accounting professionals Sign up for QBOA Locate Your Books from in QBOA Trainer Diane Lucas Determine the next steps for learning to use QuickBooks Online 5

5 Agenda About Intuit Current Industry Trends Demonstration: QuickBooks Online Accountant Next steps Q&A

6 About Intuit #1 SMB Cloud Accounting Solution Worldwide Creators of QuickBooks Desktop 1.3+ Million SMB s using QuickBooks Online 200+ countries in 40+ languages Revenues of $4.2 billion 7

7 Current Industry Trends: Why Move to an Online Solution? A Huge Platform Shift Small businesses expectations are changing and they increasingly expect their accountant to provide cloud based benefits. 8

8 Mobility is on the Rise Globally 9

9 Benefits for Clients Free Tech Support Support via online chat and toll-free phone Free Automatic Upgrades Your clients will never miss another upgrade or new feature Free Cloud Storage Your clients will never have to cover the cost of hosting. Their data will be securely stored on Intuit s server Bank Level Security Your clients don t have to worry about the security of their data with bank level encryption 10

10 Is QuickBooks Online Right for your Clients? WOULD BENEFIT FROM BASIC BUSINESS REPORTS ARE ALWAYS ON THE GO NEED A PRODUCT THAT WILL GROW WITH THEM We recommend QuickBooks Online for clients who: ARE COMFORTABLE WORKING ONLINE RUN SERVICE-BASED BUSINESSES OR SOME PRODUCT-BASED BUSINESSES WANT A LOW- OR NO-MAINTENANCE SOLUTION 11

11 QuickBooks Online Ecosystem: Single Open platform 12

12 Mobile Ready QuickBooks Online is Now Available on All Your Devices Access it on Your ipad, iphone and Android Phone or Tablet View and edit customer information Add photos and notes So you don t forget anything Create and send Invoices and estimates Record payments and check your latest figures 13

13 What Is QuickBooks Online Accountant? Everything Works Together Accountant & SMB Collaboration Integrated 3 rd Party Apps Flawless Embedded Service 14

14 QuickBooks Online Accountant Demonstration All elements of this demo can be found in the supplemental guide found at

15 QuickBooks Online Subscription Levels QuickBooks Online Simple Start Create estimates and invoices Track income and expenses Sync bank accounts and apps Works on PC, Mac and mobile Can add accept payments Can add payroll QuickBooks Online Essentials Get all Simple Start features View your Company Snapshot Manage vendor bills (A/P) Handle foreign currencies Recurring transactions Control what users can access QuickBooks Online Plus Get all Essentials features Prepare budgets Create purchase orders FIFO inventory Location and Class tracking Prepare and print 1099s Wholesale Pricing & Videos available: See your supplemental guide for more information 16

16 Data Conversion Tool 17

17 Support, Help and Resources Customer Care Team Any QuickBooks Online Problems Call or live chat from within QuickBooks Online Accountant Sales In-product Help QBO Blog Accountant University and Accountant Resources 18

18 Coming Up in QuickBooks Online Fundamental Series Part 2 Setting up Your Firm s Books What we re covering next: Company Settings Chart of Accounts, Products & Services Vendors & Customers Set up Bank Feeds, Payroll General Navigation, QBOA Tools Help 19

19 Coming Up in QuickBooks Online Fundamentals Series Part 3 Managing Your Firm s Books What we re covering in the final session: Expense & Purchasing Workflow Sales Workflow Efficient Browser Use Running Payroll Monthly Reconciliations & Reports Mobile & Desktop Apps 20

20 The Next Steps SIGN UP FOR QBOA quickbooks.intuit.com/accountants/quickbooks-accountant Or call (888) COMPLETE QBO FUNDAMENTALS TRAINING Attend Part 2 of the free online training sessions to be able to use and recommend QuickBooks Online to your clients GET QBO CERTIFIED Optional training: Self-study modules and exam in QBOA > ProAdvisor > Certification Live certification prep training (webinars & in person) GET YOUR FIRST CLIENTS Identify your first 3 clients for QuickBooks Online 21

21 Q&A

22 Summary After attending this webinar, you should now be able to: Describe the benefits of using QuickBooks Online Accountant (QBOA) Trainer Diane Lucas Identify the special features designed for accounting professionals Sign up for QBOA Locate Your Books from in QBOA Determine the next steps for learning to use QuickBooks Online 23

23 THANK YOU Sign up for free at: Or call (888)