QuickBooks MeetUp Groups

Transcription

1 QuickBooks MeetUp Groups Bellevue Seattle Skagit-Whatcom proudly present What s New in QuickBooks 2012 for You and Your Clients Intuit Academy 1st Annual QuickBooks "Talk and Swap" Greater Puget Sound Region November 1, 2011 Bellevue, Washington

2 Join Us Today! QuickBooks "Talk and Swap" Bellevue Seattle Skagit-Whatcom Member Benefits Mentoring Support Clients and Jobs Be the first to join today and win a goodie! See Anne, Member Sales, to sign up.

3 The QuickSource Supporting QuickBooks Users since 1999 Whether you are looking for local bookkeepers who know QuickBooks inside and out, or a patient QuickBooks Trainer who can come right to your office, or a QuickBooks Troubleshooter who can log onto your computer and straighten out your QuickBooks, you'll get help fast when you post at the QuickBooks help wanted. Thank you for your support!

4 About the Trainer: Gail Kirsopp MeetUp Groups Organizer Shelly Robbins For over a decade Gale Kirsopp has helped distribution and wholesale businesses improve their operational efficiency and productivity by ensuring that they have the right accounting, inventory and reporting systems in place. From the evaluation of financial workflows to software recommendations, implementation and training, Gale s focus is always on improving her client s business and bottom line through streamlined processes and procedures and making the right software choices. Gale is an accomplished public speaker and trainer with over 20 years of experience in front of small and large groups. Gale is an Intuit Solution Provider, Advanced Certified QuickBooks Pro-Advisor, Certified Fishbowl Inventory Partner, Advanced Certified Method Account Manager and a QQube Certified Trainer. Shelly Robbins is a QuickBooks Training and Troubleshooting Expert whose been a QuickBooks expert since before QuickBooks had a programs for experts. Shelly does trainings for large and small groups, one on one with small business owners and bookkeepers, or at CPA offices and conferences. She is an Intuit Brand Ambassador, Intuit Accountant Trainer/Writer, and has been a Certified QuickBooks ProAdvisor since Shelly is the founder of The Quicksource, an online QuickBooks "Help Wanted", and the QuickBooks "Talk and Client Swaps, local MeetUp groups for QuickBooks professionals who gather to share resources, ideas, information, laughs, support and advice. Thank you Golem Copy Center for printing our training materials!

5 QuickBooks MeetUp Groups Bellevue Seattle Skagit-Whatcom proudly present Intuit s What s New in QuickBooks 2012 for You and Your Clients AGENDA 11:30 Check-in 11:45 Lunch 12:00 Course 1:30 Break 3:00 QuickBooks Talk and Swap 3:45 Drawing 6:00 Event ends

6 What s New in QuickBooks 2012 for You and Your Clients Brought to you by:

7 Admin Details Put in details about how it will work depending on Vcon or webinar Need details for bullets below Michelle 10/18/11 update this slide with the relevant info for your presentation Materials online at Intuit Academy Giveaway stay until the end of this course Questions & Answers CPE Don t miss other great sessions too!

8 Welcome Demonstrations about new features in QuickBooks 2012 Comprehensive guides and webinars on numerous topics provide more in-depth training So relax and have fun in this class

9 Learning Objectives Identify the new and improved features in QuickBooks 2012 Evaluate and recommend the right QuickBooks product for your client Improved Efficiency and Productivity for 2012

10 Agenda What s New for You in QuickBooks Accountant 2012 Period Copy and Improved Condense Accountant Center File Manager v2 QuickBooks Statement Writer Improved Accountant s Copy Starter Copy New Insights, More Organized and Save Steps

11 Agenda What s New for Your Clients New Insights Excel Integration Contributed Reports More Organized Lead Center Calendar / Global To-Dos Document Center Save Steps Batch Timesheets Batch Invoicing for Time & Expenses One Click Transactions Other New Insights, More Organized and Save Steps

12 Agenda What s New for Your Clients QuickBooks Enterprise Item images, Find & Select Auto Sales Price Markup Enhanced Inventory Receiving Plus More QBES with Advanced Inventory Lot or Serial # Tracking FIFO Inventory QuickBooks for Mac QuickBooks Online New Insights, More Organized and Save Steps

13 What s New for You

14 What s New for You Period Copy Improved Condense Pro and above Large file size Issues with the list limits of QuickBooks Pro or Premier Period Copy Accountant only Third-party requests for company data Audits Selling a business Divorce situations Other legal disputes New Feature = New Services for Clients

15 How It Works Scenario Create a Period Copy for 01/01/2009 to 12/31/2009 Before 01/01/2009 After 12/31/2009 Other Details Removes closed transactions Keeps open A/R & A/P Keeps linked transactions Creates a GJE to adjust account balances on 12/31/2008 Creates an inventory adjustment on 12/31/2008 Removes all transactions No adjusting entries made Audit trail retained for transactions left Removes CC numbers stored with customers Makes a copy of company file. Appends the original filename with the date the period copy was created. My Company Filename 07/19/2011 Copy.QBW

16 What s New for You Accountant Center Dashboard to streamline our workflow Customizable, one-click access to tools you use most

17 What s New for You File Manager v2 Quickly see summary company information for each client file Backup File Manager to restore to another user s PC View passwords without opening the company file More Organized and Save Steps

18 Demonstration File Manager, Accountant Center and Period Copy

19 Q&A File Manager, Accountant Center and Period Copy

20 What s New for You QuickBooks Statement Writer Now included in QuickBooks Accountant 2012 and QuickBooks Enterprise Solutions 12.0 New Insights and Save Steps

21 What s New for You Accountant s Copy Improvements Import Applied Credits and Payments Both Accounts Receivable and Accounts Payable from Client Data Review Save Steps and Improve Efficiency

22 What s New for You Other New Features for Accountants Starter Company Chart of Accounts Company Preferences Memorized Reports Sales Tax Items

23 Easier Setup of QB Company File Fast process to set up a new data file shell available in Pro and above Advanced Setup EasyStep Interview New Other Options menu to open or convert existing file

24 What s New for You & Your Clients

25 What s New for You and Your Clients Refresh Excel Spreadsheets Export and refresh previously saved worksheet Formats will be applied to the new report Works with Excel 2003, 2007 and 2010 (incl. 64 bit) In QuickBooks In Excel New Insights and Save Steps

26 Excel Refresh vs. Statement Writer Excel Refresh Great for management calculations Not just financial reports Can t move rows or combine accounts Statement Writer Create GAAP compliant statements Create special statements and reports not possible with QuickBooks Reuse templates with other clients

27 What s New for You and Your Clients Contributed Reports Access report templates created by other QuickBooks users in your industry Search by industry, popularity and user rating New Insights Help Manage the Business

28 Demonstration Excel Refresh and Contributed Reports

29 Q&A Excel Refresh and Contributed Reports

30 What s New for You and Your Clients Lead Center Create and manage your valuable business leads Import and track existing leads Convert a lead to a Customer with a single click Maintain multiple contacts for a lead (or customer) More Organized and Save Steps

31 What s New for You and Your Clients Global Calendar and To-Dos Integrated Calendar feature Includes invoice and billing dates and other scheduled tasks Improved To-Do List Integrates with Calendar View. Past due transactions are automatically flagged

32 What s New for You and Your Clients Document Center Formerly Attached Documents, now a NEW feature Store files locally on your hard drive not online More Organized and Save Steps

33 Demonstration Lead Center, Calendar, To Do s and Document Center

34 Q&A Lead Center, Calendar, To Do s and Document Center

35 What s New for You and Your Clients Improved Memorized Transactions Now easily select which transactions to enter and which to postpone Includes new bi-monthly option Save Steps

36 What s New for You and Your Clients Batch Timesheets Batch Time Sheets Process multiple vendor and employee time sheets in one convenient batch

37 What s New for You and Your Clients One Click Transactions Easily Create a Credit Memo from Invoice Pay Bill from the Bill

38 What s New for You and Your Clients Improved Search & Integrated Help Search on icon bar Customize to turn it off Search QuickBooks File or Help Help now includes: Support KB Articles Live Community

39 What s New for You and Your Clients Other Misc New Features Transactions Tab on History Pane Edit No Company Open Window

40 What s New for Your Clients Shipping Manager Now integrates with USPS Already integrated with UPS and FedEx Print shipping labels Find drop off locations Schedule pick-ups Track or refund a shipment Save Steps

41 Demonstration Batch Timesheets, One Click Transactions, Transactions Tab

42 Q&A Batch Timesheets, One Click Transactions, Transactions Tab

43 Demonstration Inventory Center, Find & Select, Auto Sales Price Markup

44 What s New for You & Your Clients Premier, Accountant & Enterprise

45 What s New for You and Your Clients Batch Time & Expenses Invoice multiple customers for time and expenses in one batch

46 What s New for Your Clients Inventory Center Easily find and locate inventory tasks, items and reports in one place Add a notes field for quick identification More Insights and Save Steps

47 What s New for Your Clients QuickBooks Enterprise

48 What s New for Your Clients QuickBooks Enterprise Images in Inventory Center Find & Select Items for Invoices, Sales Receipts and Sales Orders

49 What s New for Your Clients QuickBooks Enterprise Auto Sales Price Markup and Update Auto update when cost changes Set global default or for individual items Update by percentage or amount

50 What s New for Your Clients QuickBooks Enterprise More Price Levels Now 750 (was 99) More Multi-User Mode Activities Define custom fields Change any list sort order Set a closing date Make deposits

51 Demonstration Inventory Center, Find & Select, Auto Sales Price Markup

52 Q&A Inventory Center, Find & Select, Auto Sales Price Markup

53 What s New for Your Clients QuickBooks Enterprise Enhanced Inventory Receiving Item Receipt and Bill are now two transactions Item Receipt records inventory to A/P clearing Bill offsets A/P clearing WARNING Read & Understand before Implementing changes prior periods and can increase file size significantly

54 What s New for Your Clients QuickBooks Enterprise w/ Adv Inventory

55 What s New for Your Clients QuickBooks Enterprise Advanced Inventory Users Serial Number OR Lot Number Tracking

56 What s New for Your Clients QuickBooks Enterprise Advanced Inventory Users FIFO Inventory Option Choose FIFO or Average Cost Can go back and forth

57 QuickBooks Mac

58 What s New for Your Clients QuickBooks for Mac For accounting professionals to know: ProAdvisors now get QuickBooks for Mac

59 What s New for Your Clients QuickBooks for Mac For Mac users to know: Redesigned forms (including Previous/Next buttons) Add online banking transactions in batch Progress invoicing Duplicate last timesheet More

60 What s New for Your Clients QuickBooks Online Simple Start & Up: Intuit Payment Network and GoPayment integration Sales Tax Center List Printing Essentials & Plus: PayPal integration Plus only: Packing Slips

61 Review of Objectives Identify the new and improved features in QuickBooks 2012 Evaluate and recommend the right QuickBooks product for your client Don t miss other great sessions too! Register at

62 NEXT 1st Annual QuickBooks "Talk and Swap" Greater Puget Sound Region Drawing at 3:45!

63 1st Annual QuickBooks "Talk and Swap" Greater Puget Sound Region Meetup Intro's (Keep it short!) Your name The kind of (QuickBooks) work you do The geographic area you work in