Intuit Accounting Professionals Virtual Conference Sept 24 26, Course Details Guide

Transcription

1 Intuit Accounting Professionals Virtual Conference Sept 24 26, 2013 Course Details Guide

2 Table of Contents What s New in QuickBooks 2014 For Your Clients... 3 What s New in QuickBooks 2014 For You... 4 What s New in Your 2014 QuickBooks ProAdvisor Program... 5 What s New in QuickBooks Enterprise Solutions V Top 10 QuickBooks Tips and Tricks... 7 The QuickBooks Consulting Opportunity... 8 QuickBooks for MAC... 9 QuickBooks at Year End Discover the New QuickBooks Online! An Introduction to our New Design and User Interface Top 10 Client Mistakes Customizing QuickBooks Reports Introducing the QuickBooks Cloud ProAdvisor Program... 14

3 What s New in QuickBooks 2014 For Your Clients Learn about the new features of QuickBooks Pro and Premier This course covers all of the new features of QuickBooks Pro and Premier 2014 to equip you to make informed recommendation to your clients about upgrading and to better support your clients who use QuickBooks Understand the new and improved features in QuickBooks 2014 Make informed recommendations to your clients on upgrading to QuickBooks 2014 Better support your clients who use QuickBooks 2014 learn more about working with QuickBooks Accountant software. Group-Live Internet

4 What s New in QuickBooks 2014 For You This course covers the new features in QuickBooks Accountant 2014 an edition of QuickBooks specifically designed for accounting professionals with clients who use QuickBooks software. Learn how new features in QuickBooks Accountant 2014 provide more flexible methods for working with your client s QuickBooks data. Understand the new and improved features in QuickBooks 2014 Accountant Identify new features that will help you work more efficiently with your clients Evaluate and recommend the right QuickBooks product for your clients Group Live Internet

5 What s New in Your 2014 QuickBooks ProAdvisor Program Course Description Learn about the new and improved benefits of the QuickBooks ProAdvisor Program, starting in the Fall of Find out more about how the software, certification, training and support included in your membership, can help to spark growth in your practice. Learning Objectives Understand the new and improved benefits of the QuickBooks ProAdvisor Program Download software directly from the ProAdvisor member website Utilize the ProAdvisor Mobile App to access critical product and membership alerts, as well as chat support on-the-go Start using the turnkey Marketing Tools available to you on the ProAdvisor member website to help spark growth in your practice Utilize the refreshed Find-a-ProAdvisor website Course Information Who Should Attend? All Accounting Professionals and current ProAdvisors who want to learn more about the ProAdvisor Program Group - Live Internet

6 What s New in QuickBooks Enterprise Solutions V14 Version 14 of QuickBooks Enterprise Solutions offers a wide range of new features for the larger QuickBooks user, including enhanced inventory management and improvements to inventory reports. This course covers these new features as well an overview of the advanced inventory features already present in the file like multi-location tracking, serial number tracking, lot tracking, FIFO inventory valuation and barcode scanning. Understand the new features of QuickBooks Enterprise Solutions 14 Better support your clients using QuickBooks Enterprise Solutions Better support your clients who need advanced inventory tracking Group Live Internet

7 Top 10 QuickBooks Tips and Tricks Every year, Intuit infuses QuickBooks with a wide range of new features. However, it is not realistic to expect Intuit to meet 100% of our clients business-specific and industry-specific needs with each new version. So...as QuickBooks consultants we have to think creatively - to provide our clients with tips, tricks and custom processes. This technical presentation equips you to stretch QuickBooks to meet your client's business-specific needs. Understand field tested, practical QuickBooks Tips and Tricks Stretch QuickBooks to fit your clients business-specific and industry specific needs Empower your clients to use QuickBooks more effectively and efficiently Intermediate Group - Live Internet

8 The QuickBooks Consulting Opportunity Everyone knows the universal presence of QuickBooks in the small to medium business sector (SMB). QuickBooks enjoys over 4.5 million users (over 90% market share) among the small business sector. These numbers alone speak to the incredible opportunity for accounting professionals to use QuickBooks consulting as a way to develop new client relationships relationships that will potentially lead to new tax and business consulting engagements. The course provides an overview of the QuickBooks consulting opportunity and some practical, proven ways to build your practice with (or even around) QuickBooks consulting. Implement strategies for gaining and sharpening your QuickBooks expertise Market yourself and your firm as QuickBooks experts Utilize best practices for conducting QuickBooks support services Group Live Internet

9 QuickBooks for MAC The MAC is back and in full force. The next generation of QuickBooks users will be increasingly use Macs creating a significant increase in QuickBooks for Mac. This session includes the new features for QuickBooks for Mac, guidelines for recommending QuickBooks for Mac to your clients, and an orientation of features that are unique to QuickBooks for Mac. Utilize the new features in QuickBooks for Mac Make more informed recommendations to your clients who use Mac computers Understand QuickBooks for Mac and its Unique features Group Live Internet

10 QuickBooks at Year End This course covers the tools in QuickBooks Accountant designed to make year-end processes easier to manage. QuickBooks Accountant includes tools that streamline the preparation of adjusting journal entries, allow you to work in your client s QuickBooks files remotely, and empower you to collaborate with your client regarding year end accounting processes and financial reporting. Streamline year end processes for your clients who use QuickBooks software Provide more timely and detailed financial reporting to your clients at year end and throughout the year as well! Increase lines of communication between you and your clients regarding their financial position and performance. Intermediate Group - Live Internet

11 Discover the New QuickBooks Online! An Introduction to our New Design and User Interface Intuit has introduced many exciting new enhancements to all subscription levels of QuickBooks Online. This course provides accounting professionals with an overview of the redesigned QBO experience. Each lesson includes in-product demonstrations, instructions, and tips for optimizing your workflows within the new user interface. The lessons presented inside this course intend to highlight the new efficient navigation, the personalized first time user experience, the intuitive functionality and design, and the collaborative features found inside the Accountant Center. Navigate the new interface and utilize tools for Help and Support View Business Intelligence data and personalize your QBO company file Employ the transaction screens and access add-on services and Apps Utilize the Accountant collaboration tools and Quick Links Who Should Attend? Accountant professionals with basic knowledge of QuickBooks Online functionality. : : : : : Group-live internet : 1.0

12 Top 10 Client Mistakes No matter how well we train our clients and how much support we provide them, our clients make mistakes. Mistakes fall into two broad categories: Mistakes made when setting up a QuickBooks data file Mistakes made during the day to day use of the file (data entry errors). This troubleshooting course focuses on the essential diagnostics you need to perform on your clients' files to locate the most common types of setup and data entry errors. Locate and correct common data entry errors Locate and correct common file setup errors Quickly investigate common Balance Sheet errors to facilitate period end adjusting entries. Intermediate Group - Live Internet

13 Customizing QuickBooks Reports This course is designed to help you stretch the use QuickBooks internal reports with reporting tips, tricks and custom processes. The course covers advanced report filters, advanced report formats, reporting tips and tricks and QuickBooks integration with Microsoft Excel. Perform in-depth reporting utilizing filters and formats Make the most of QuickBooks Reports by learning tips and tricks Leverage the QuickBooks and Excel Integrations Intermediate Group Live Internet

14 Introducing the QuickBooks Cloud ProAdvisor Program Learn about the all new QuickBooks Cloud ProAdvisor Program and the included benefits. Find out more about how the cloud software (Including QuickBooks Online Accountant), certification, training, marketing tools and support included in your membership, can help you to start an online practice or spark growth in your existing online practice. Understand the benefits offered to members of the new FREE QuickBooks Cloud ProAdvisor Program Access cloud software (QuickBooks Online Accountant) directly from the Cloud ProAdvisor member website Get trained and certified on QuickBooks Online to expand your expertise Publish your profile on the refreshed Find-a-ProAdvisor website, after successfully completing your QuickBooks Online certification Utilize the turnkey Marketing Tools available to you on the ProAdvisor member website Who Should Attend? All Accounting Professionals looking to launch or grow their online (QuickBooks Online-based) practice Group - Live Internet