Improving Your Workflow with QuickBooks Online Accountant. Presented by: MB Raimondi, CPA.CITP

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1 Improving Your Workflow with QuickBooks Online Accountant Presented by: MB Raimondi, CPA.CITP

2 MB Raimondi, CPA.CITP Masters of Taxation Advanced Certified QuickBooks ProAdvisor Online & Desktop, Enterprise & Point of Sale Charter Member, Intuit Trainer / Writer Network Certified Information Technology Professional (CITP) Member / Instructor, National Woodard Network Sleeter Group Certified Consultant / Speaker Intuit Premier Reseller Insightful Accountant Top QuickBooks Online ProAdvisor, 2016 Insightful Accountant Top 100 ProAdvisor,

3 Agenda Introduction: Benefits of the Cloud QuickBooks Online Accountant (QBOA) Manage Your Workflow Accountant Toolbox Train Your Clients Navigation Common Workflows

4 Agenda Introduction: Benefits of the Cloud QuickBooks Online Accountant (QBOA) Manage Your Workflow Accountant Toolbox Train Your Clients Navigation Common Workflows

5 Introduction: Benefits of the Cloud By 2020, 78% of small businesses will be fully adapted to the cloud (Intuit and Emergent Research Study, 2014) More than 2.2 Million QuickBooks Online subscribers worldwide (up 59% from 2016) 70% of new QuickBooks users choose cloud over desktop

6 Introduction: Benefits of the Cloud QuickBooks Online Accountant Save Time Accounting and Taxes In the same application Grow Your Practice Connects you with new clients Make a Difference Get insights, collaborate and share Manage the Work Confidence through visibility

7 Agenda Introduction QuickBooks Online Accountant (QBOA) Manage Your Workflow Accountant Toolbox Train Your Clients Navigation Common Workflows

8 QuickBooks Online Accountant For Professionals (Bookkeepers, CPA s, EA s, Consultants, etc) Access many companies from ONE access point Special tools/features to manage and monitor client companies Your window to view QuickBooks Online companies through

9 How do I get QuickBooks Online Accountant? QuickBooks.com

10 How do I get Clients to Show on QuickBooks Online Accountant?

11 How do I Log into QuickBooks Online Accountant

12 Client List Easy oversight to QuickBooks Online data

13 Client Detail Page

14 Add Client

15 Add Client

16 Add Team User

17 Add Team User - Firm Administration and Books

18 Add Team User Manage Client Access

19 ProAdvisor Program

20 Your Books Client list in Your Books is same as Clients in QBOA

21 QBOA Toolbar Client Switcher Quick Create

22 QBOA Toolbar Search Gear Icon

23 Agenda Introduction QuickBooks Online Accountant (QBOA) Manage Your Workflow Accountant Toolbox Train Your Clients Navigation Common Workflows

24 Workflow Management Where accounting professionals engage clients in the cloud

25 Add Project

26 Add Task

27 Client Requests

28 Client Requests

29 Filtering

30 Agenda Introduction QuickBooks Online Accountant (QBOA) Manage Your Workflow Accountant Toolbox Train Your Clients Navigation Common Workflows

31 Accountant Toolbox - Intro

32 Reports Tools

33 Trial Balance

34 Trial Balance Tax Mappings

35 Trial Balance Tax Return or Export View Tax Return opens up ProConnect Tax Online Can export as Excel or CSV

36 Reclassify Transactions

37 Voided/Deleted Transactions

38 Write Off Invoices

39 Adjusting Journal Entries

40 Close Books

41 Reconcile

42 Reporting Shortcuts Accountant Reports Management Reports My Custom Reports

43 Other tools Chart of Accounts New Window ProConnect Tax Online

44 Agenda Introduction QuickBooks Online Accountant (QBOA) Manage Your Workflow Accountant Toolbox Train Your Clients Navigation Common Workflows

45 Agenda Introduction QuickBooks Online Accountant (QBOA) Manage Your Workflow Accountant Toolbox Train Your Clients Navigation Common Workflows

46 Left Navigation Pane

47 Left Navigation Pane: Banking

48 Left Navigation Pane: Sales All Sales

49 Left Navigation Pane: Sales Customers

50 Left Navigation Pane: Sales Products & Services

51 Left Navigation Pane: Expenses

52 Left Navigation Pane: Expenses-Vendors

53 Left Navigation Pane: Employees

54 Left Navigation Pane: Reports

55 Left Navigation Pane: Taxes

56 Left Navigation Pane: Accounting- Chart of Accounts

57 Left Navigation Pane: My Accountant

58 Left Navigation Pane: Apps

59 Top Navigation Bar: Quick Create

60 Top Navigation Bar: Search Client Accountant

61 Top Navigation Bar: Gear

62 Top Navigation Bar: Help

monitors for increased efficiency Chrome users & Incognito

63 Best Practices with Browsers Google Chrome is preferred browser Duplicate tabs for multiple windows Multiple monitors for increased efficiency Chrome users & Incognito windows to access multiple companies Multiple Chrome users Bookmark bar

64 QuickBooks Online App Desktop shortcut to QuickBooks Online Runs QuickBooks Online in a dedicated QuickBooks browser Allows for more desktop-ish features like dropdown menus for screens and reports Can have multiple windows and use multiple monitors Screens refresh automatically