Appasaurus Rex: how to choose the right app

Transcription

1 Appasaurus Rex: how to choose the right app David Leary Stacy Kildal Seth David #QBConnect WiFi: QBConnect Password: not required

2 CPE Process CPE Credit In order to receive CPE credit Be sure to sign in or scan your badge for this session You must stay in the session for the duration of the training This session is eligible for 2 hours of CPE CPE certificates are ed directly to you within 4 weeks of the conference date to the same address you used to register CP E Credit 2

3 Take a few moments to Connect with your neighbor and tell them the name of an app you love.

4 Today s Speakers David Leary Stacy Kildal Seth David Intuit Small Business Ecosystem Evangelist Certified QuickBooks Advanced ProAdvisor President, Nerd Enterprises INC. 4

5 About today s speaker David Leary Intuit Small Business Ecosystem Evangelist Almost 20 years at Intuit Support Training Quality Assurance Product Development Marketing Product Management Project Management Customer Advocate Developer Relations Awesome Add On - ViewMyPaycheck Co-Founder 2014 CPA Practice Advisor 40 under Accounting Today One to 5

6 About today s speaker Creator, StacyKAcademy.com QuickBooks Online & Desktop Advanced Certified ProAdvisor Stacy Kildal Certified QuickBooks Advanced ProAdvisor First ProAdvisor to get QBO Certified Writer/Reviewer of QuickBooks Online (QBO) training material for US, Canada, Singapore, Australia & UK Principal, Kildal Services LLC Founder of 6

7 About today s speaker Creator, StacyKAcademy.com QuickBooks Online & Desktop Advanced Certified ProAdvisor Stacy Kildal Certified QuickBooks Advanced ProAdvisor First ProAdvisor to get QBO Certified Writer/Reviewer of QuickBooks Online (QBO) training material for US, Canada, Singapore, Australia & UK Principal, Kildal Services LLC Founder of 7

8 About today s speaker Seth's super power is taking complex concepts and explaining them in understandable ways. He made a name for himself in the small business accounting industry by uploading helpful videos to YouTube. In 2009, a mentor shared something that changed Seth's life: if he helped as many people as possible achieve what they wanted, then he, too, would have everything he ever wanted. Seth David President, Nerd Enterprises INC. Seven years later, Seth finds this is true and he could not be more 8

9 Agenda 12 Laws of Small Business SaaS Apps How we define apps How we find apps How we choose apps How we test apps How we implement apps Future of apps Q+A

10 12 Laws of Small Business SaaS Apps There is not a list of top apps. There are only smaller lists of possible apps that could be a good fit for a specific small business. There is no app that does everything. The right app today, may not be the right app tomorrow. Using the right app can save time, time is money, justifying the cost of the app. The source of truth will be spread across many apps. Accountants: You can not possibly learn all the apps. Pick a niche and learn the apps needed for that niche. Developers: If you think your app works for every Small Business niche you are wrong. Small Business Owners: If your accountant says you need to be on QuickBooks Desktop, they haven't explored the numerous apps that when added to QuickBooks Online are a way better solution. Apps keep small business owners and their employees out of the accounting software, which is returning to it's natural home, the domain of the accountant/ bookkeepers. It's Software as a Service (SaaS). Service is all that matters. Commodity apps will get cheaper in price, niche apps will increase prices. It's not a conversion from desktop, it's an upgrade to a better cloud ecosystem of solutions. 10

11 How we define apps By integration depth By function Apps that don t integrate with QBO Apps that fit all your clients Apps that integrate with QBO Niche apps Apps.com apps Apps to run your accounting firm 11

12 How we find apps Apps.com and QuickBooks Online Apps tab Search Box View All Apps > Sort By > Name, New, Top Rated Browse By Category Browse By Business Type App Recommendation Engine Only in QuickBooks Online 12

13 How we find apps Google Search 13

14 How we find apps Word of mouth Online Reviews Online Discussion Groups Conferences Webinars Over Lunch 14

15 How we choose apps Screen Shots Upfront Pricing Free Trial Self Signup QuickBooks integration 15

16 How we choose apps Example Exercise 16

17 How we test apps Collaboration Learning Curve Pricing Platform Support 17

18 How we implement apps Test on it s own Add to demo account Test on a willing client Get feedback and adjust Train, support, rollout 18

19 Future of Apps Moving beyond apps BOTS chat, voice Internet of things 19

20 APP CHECKLIST Choose q Screen Shots q Upfront Pricing q Free Trial q Self Signup q QuickBooks integration Test q Collaboration q Learning Curve q Pricing q Platform q Support Implement q Test on it s own q Add to demo account q Test with client q Get feedback and adjust q Train, support, rollout 20

21 Questions?

22 Thanks for coming! We d love your feedback. Before you head out, take a minute to rate this session in the QuickBooks Connect mobile app. Keep the conversation going in OWN IT Meet fellow QuickBooks Connect attendees and over 120K small business owners and entrepreneurs. Access slides from QuickBooks Connect breakouts. 1. Go to OWNIT.com and get the free app. 2. Join the QuickBooks Connect group. 3. Search on a speaker s name for session slides and discussions.

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