Grow Your Practice With Bill.com for QuickBooks Online

Transcription

1 QuickBooks Accounting Software Training Grow Your Practice With Bill.com for QuickBooks Online Presented by: Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com Using GoToWebinar (Basics) To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted. (C) 2012 Bonnie J Nagayama, CPA 1

2 Using GoToWebinar (Full Screen) Click on the circle with the full screen icon (it switches to two windows if you want to switch it back) To switch to via the presentation via Full Screen: Expand the control panel, if necessary Click on View on the top menu Click on Full Screen Agenda Introduction and Housekeeping (5 minutes) Overview of the App Center (10 minutes) What it is Why Intuit Anywhere How it helps grow your practice Now to the Product (30-40 minutes) Getting Started Using the App Getting Help Wrap Up and Q&A (5-10 minutes) (C) 2012 Bonnie J Nagayama, CPA 2

3 Speaker Bio Bonnie Nagayama, CPA Founded McWilliams & Associates in 1992, exclusive Intuit focus since 1997 Clients are QB Professionals which we work with directly and via their clients Weekly Tips & Tricks Newsletter Monthly FREE Discussion Forum Intuit Premier Reseller Advanced Certified ProAdvisor Intuit s Trainer/Writer Network Member Intuit IPP Advisory Council Member Sleeter Group Consultant Network Member Sleeter Developer Advisory Panel Member Speaker Bio Jami Blackburn Accountant Channel Account Over 12 years experience in business and accounting software Training users on financial software worldwide Working with QuickBooks since 2002 Enjoys snowboarding and dog training (C) 2012 Bonnie J Nagayama, CPA 3

4 Housekeeping If you would like CPE credit for this course, you will need to Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available via The handouts are available via the link in the reminder , or via Current Webinar Series 9 AM Pacific/10 AM Mountain/11 AM Central/12 PM Eastern Sign Up: Bill.com on Thursday, March 20, 2014 Jobber on Thursday, May 15, 2014 Big Time on Thursday, July 24, 2014 Check Website for More Dates Sign Up: (C) 2012 Bonnie J Nagayama, CPA 4

5 Previous Recordings & Hand Outs Access via: Also available via What is the App Center? Intuit s app store to find web and mobile apps that work with QuickBooks Apps work with QuickBooks Online or QuickBooks Desktop Every app on Intuit App Center has passed a technical, security, and marketing review by Intuit Find Intuit-built apps and 3 rd party partner apps Access Intuit App Center on the web at Or, through the App Center button on QuickBooks Desktop Or, through the App Center tab in QuickBooks Online (C) 2012 Bonnie J Nagayama, CPA 5

6 Why Intuit Anywhere? Intuit Anywhere is the recommended way for apps to integrate with QuickBooks One sync process to send QuickBooks data to the Intuit servers so that it can work with multiple web and mobile apps Users authorize each app to work with their QuickBooks data Improved User Experience You choose how to access: Intuit App Center, QuickBooks, or the developer site Intuit has provided guidelines for a consistent experience The apps undergo an Intuit review prior to being listed The app card has user content including Advisor reviews Additional Benefit for ProAdvisors How to get information about integrated applications Go to Login using your User ID and Password Click on the My Account tab at the top Hover over My ProAdvisor then choose Special Offers on Apps Click the + next to an app to see the special offers. There are also referral incentives by some developers and Intuit. (C) 2012 Bonnie J Nagayama, CPA 6

7 How It Helps Grow Your Practice Discuss with the client how it will benefit them Consider using product yourself for experience How will it be implemented? (Leverage others?) Consider value pricing (systems, processes) Maybe a menu makes more sense for you? Include services, reports, meetings, other deliverables What makes you different? Objectives for Today s Presentation Introduce Bill.com and the Bill.com Accountant Solution Discuss the benefits of the Bill.com service Bill.com Product Demo: Learn how to use the Bill.com app Understand how the integration between Bill.com and QuickBooks Online through the AppCenter works Review ProAdvisor pricing and benefits (C) 2012 Bonnie J Nagayama, CPA 7

8 Bill.com Founded by René Lacerte in 2006 Former Co-Founder/CEO of Paycycle, America s #1 SaaS Payroll Service Executive team hails from a variety of industry leading companies Venture backed Silicon Valley company 100+ employees Cloud-based Bill Management provider And much more The Bill.com Accountant Solution ACCOUNTANT / VALUE CHAIN (C) 2012 Bonnie J Nagayama, CPA 8

9 THEN vs NOW PAYABLES THEN NOW 1. Pick Up Mail 2. Open Mail 3. Process Bills 4. Post Bills 5. Send Report to Approver 6. Review with Approver 7. Coordinate with Vendor 8. Repeat 9. Generate Check Run 10. Stuff Checks 11. Mail Checks 12. Coordinate with Vendor 13. Reconcile Bank Account 14. Repeat 1. Bills automatically sent to Inbox 2. Coded, Routed for Approval 3. Approved 4. Paid (epayment) Including. Built-In Audit Trail Workflow Management Electronic Document Storage Accounting Software Synchronization Bill.com Confidential NOWDOCUMENT THEN vs from here to here Bill.com Confidential (C) 2012 Bonnie J Nagayama, CPA 9

10 THEN vs NOW RECEIVABLES THEN NOW 1 Create Invoice 2 Review Invoice 3 Print/Stuff/Mail 4 Incoming Calls 5 Notification 6 Incoming Calls/?s 7 Late Fees Assessed 8 Complaining Customer 9 Review with Board 10 Return Call to Customer 11 Repeat 12 Pick Up Mail 13 Open Mail 14 Process Checks 15 Post Payments 16 Enter Deposits 17 Deposit at Bank 1. Create Invoice 2. Synchronize 3. Send & Track 4. Payment Through Customer Portal 5. Synchronize Bill.com Confidential THEN vs NOW MANAGE CASH from here to here Bill.com Confidential (C) 2012 Bonnie J Nagayama, CPA 10

11 Who uses Bill.com? Accounting professionals and their clients Service businesses, non profits, and many others Features Used: Accountant Solution Accounts Payables Accounts Receivables Document Management Cash Management Client Evaluation Safe and Secure Bank-level encryption SOC 1 Type II audited FDIC insured funds Role-based controls Audit trail of approvals and payments Verisign secured Redundant data centers Automated data backup Bill.com Multi-Factor Authentication (C) 2012 Bonnie J Nagayama, CPA 11

12 The Bill.com Accountant Solution Bill.com Accountant Solution Product Demo (C) 2012 Bonnie J Nagayama, CPA 12

13 The Bill.com Accountant Solution Bill.com Accountant Solution THEN vs NOW MANAGE CLIENTS from here to here Bill.com Confidential (C) 2012 Bonnie J Nagayama, CPA 13

14 Training and certification Single sign-on access Mobility Selling tools Security User segmentation Automation Co-Branding Flexible billing options Bill.com Confidential Bill.com Accountant Solution Pricing Effective Pricing Strategies (C) 2012 Bonnie J Nagayama, CPA 14

15 ProAdvisor Benefits Special ProAdvisor Offer Product Support In product Support Link: Search knowledge base Ask a Question View your support history Subscribe to topics to receive updates Connect with our support team: Chat: 5 AM 6 PM Phone: 8 AM 4 PM Response within 1 business day (C) 2012 Bonnie J Nagayama, CPA 15

16 Thank You! For more information, go to: or m Request a guided tour for your staff: uidedtourdemo_tourbdc.html Contact information: accountantchannel@hq.bill.com option 2 All images appearing in Bill.com presentation are the exclusive property of Bill.com and are protected under the United States and International Copyright laws. The images may not be reproduced, copied, transmitted or manipulated without the written permission of Bill.com. Copyright 2014 Bill.com Q & A To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted. (C) 2012 Bonnie J Nagayama, CPA 16

17 Reminder CPE credit is available for this course. The requirements are Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available at and Following the webinar, there will be a brief survey. We appreciate your feedback! On the survey you can also indicate your interest for more info. Wrap Up Thanks so much for attending! Sign up for our free weekly QuickBooks Tips and Tricks update filled with time saving suggestions for using QuickBooks more effectively. Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com (C) 2012 Bonnie J Nagayama, CPA 17

18 Appendix Bill.com Payables Create a new bill, allow Bill.com s smart data entry to remember and enter common bill details based on vendor selected, like expense accounts and approvers, upon save the automated workflow notifies each user via Appendix Bill.com Document Management Scan upload, , fax or drag & drop documents into each client s custom Bill.com Inbox (C) 2012 Bonnie J Nagayama, CPA 18

19 Appendix Bill.com Receivables Your clients can create an invoice and it to their customers. Who can then use the Bill.com custom payment portal to make a payment via credit card, epayment (ACH), or PayPal based on your clients preferences. Appendix Bill.com Cash Management Your clients can easily see and manage their business cash with Bill.com Cash Forecast. Use Bill.com Forecast Transactions to enter AP and AR not processed through Bill.com, like payroll expenses and ecommerce receipts. (C) 2012 Bonnie J Nagayama, CPA 19

20 Appendix Bill.com Console Manage all of your clients with the Bill.com single sign-on Accountant Console. Customize your client s Bill.com features, billing, and use the selling and training tools to learn more about and introduce Bill.com to your clients. Appendix Bill.com QBO Sync Connect Bill.com to QBO using Intuit App.com. Sync your vendor and customer changes into QBO, as well as bills, payments, invoices and more What syncs with QBO? (C) 2012 Bonnie J Nagayama, CPA 20