QuickBooks Online basics for accountants and bookkeepers

Transcription

1 QuickBooks Online basics for accountants and bookkeepers Stacy Kildal, Advanced QuickBooks Kildal 11/15/17 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 1 hour of CPE CPE certificates are ed directly to you within 4 weeks of the conference date to the same address you used to register CPE credit administered in coordination with 2

3 Learning objectives 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 Determine the next steps to learn more about Apps.com 3

4 Agenda About Intuit Current industry trends Demonstration: QuickBooks Online Accountant Demonstration: How to use QuickBooks Online Mobile and desktop apps Using Apps.com Q&A 4

5 Benefits for clients #1 SMB Cloud accounting solution worldwide Creators of QuickBooks Desktop 1.6+ Million SMB s using QuickBooks Online 200+ countries in 40+ languages Revenues of $4.7 billion 5

6 Current industry trends: What does your firm look like? How many of you are working with clients who are already using smart phones and mobile devices to run their business? How many of you have clients who you think would like to be able to access their accounting information remotely, and at any hour? 6

7 Clients are choosing QuickBooks Online 7

8 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

9 Mobility is on the rise globally 9

10 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

11 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

12 QuickBooks Online Ecosystem: Single open platform QuickBooks Online has an open and free API, which allows 3 rd party programmers to create applications that can read and/or write data in and out of QuickBooks Online. 12

13 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 Create and send Invoices and estimates Add photos and notes So you don t forget anything Record payments and check your latest figures 13

14 What is QuickBooks Online Accountant? Everything works together Accountant & SMB collaboration Integrated 3 rd Party apps Flawless embedded service 14

15 Sign up for QBOA Sign up for QBOA via website 15

16 Sign up for QBOA via client invitation 16

17 Logging in to QuickBooks Online Accountant 17

18 Add users to your team p. 1 of 2 18

19 Add users to your team p. 2 of 2 19

20 Client dashboard: Setting up a new client 20

21 Setting up a new client: 1. Client contact, subscription, & billing 21

22 Wholesale pricing information 22

23 Setting up a new client: 2. Team access 23

24 Setting up a new client: Completed 24

25 Getting around QuickBooks Online Accountant 25

26 Getting around QuickBooks Online Accountant 26

27 Client dashboard: Accessing clients 27

28 Client dashboard: Accessing clients 28

29 Client dashboard: Opening a client s QuickBooks Online file 29

30 Client dashboard: Bookkeeping tab 30

31 Your books Manage your firm 31

32 QuickBooks Online subscription levels Contractors & freelancers Small businesses QuickBooks Self-Employed QuickBooks Online Simple Start QuickBooks Online Essentials QuickBooks Online Plus Send and track simple invoices Create estimates and invoices Get all Simple Start features Get all Essentials features Separate business and personal expenses Track income and expenses View your Company Snapshot Prepare budgets Maximize your Schedule C deductions Quarterly estimated taxes calculated automatically Automatic mileage tracking Sync bank accounts and apps Works on PC, Mac and mobile Can add accept payments Can add payroll Manage vendor bills (A/P) Handle foreign currencies Recurring transactions Control what users can access Create purchase orders FIFO inventory Location and Class tracking Prepare and print 1099s 32

33 Use QuickBooks Online Demonstration

34 Desktop apps for QBO and QBOA Free QBO and QBOA Desktop apps Windows or Mac Start workday faster Work within multiple windows Automatic refresh Maximize productivity Start where you left off 34

35 QBO apps: Introduction 35

36 QBO apps: Accessing via the app center 36

37 QBO apps: Searching for apps in the app center 37

38 QBO apps: My apps 38

39 QBO apps: Searching for apps on apps.com 39

40 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 Create and send Invoices and estimates Add photos and notes So you don t forget anything Record payments and check your latest figures 40

41 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 41

42 Access the presentations & continue the conversation The QuickBooks Connect 2017 Conference App The QuickBooks Community qbcommunity.com Sign in with your QuickBooks login

43 Questions?

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