QuickBooks Connect 2015: VIP Developer Session

Join the conversation #QBConnect
VIP Developer Session
WiFi: QBConnect
No password required
Informa(on
included
in
this
presenta(on
is
intended
to
outline
our
general
product
direc(on,

but
represents
no
obliga(on
and
should
not
be
relied
on
in
making
a
purchasing
decision.

Agenda
Vision – Avi Golan
Product Updates
•  Developing Apps on the QuickBooks Platform – Ketan Kittur
•  QuickBooks API Updates – Amit Dhingra, Tony Chang
•  Developer Resources – Lori Fraleigh
Grow Your Business
•  Growing your Business – Jen Pataki, Gretchen Salyer
•  The Global Opportunity – Rafael de la Vega
Q&A – Intuit Developer team
Devs After Dark – Lori Fraleigh

Small Business Group and
Intuit Developer Group Vision
Avi Golan
Vice President, Intuit Developer
@IntuitDevGM

Small Business Group Strategy & Priorities
An Open Platform
One Code Base
Built to Scale
Open for All Developers
Everything Works Together
Integrated Apps
Accountant Collaboration
Critical Services
Personalized by and for SMBs
All Sizes and Industries
All Geographies
… By Developers and Accountants

What a Difference a Year Makes!
QuickBooks Online Customers
apps integrate with the
QuickBooks platform
QBO app penetration
of QBO businesses using
at least one app
715K
308
9%
35K
QuickBooks Online Customers
apps integrate with the
QuickBooks platform
QBO app penetration
of QBO businesses using
at least one app
1M+
1,500
14%
160K
November 2014 Today

Accounting is Done
Automatic reconciliation
between apps
Delivering Key Small Business Beneﬁts
Improve Cash Flow
Get paid faster on
outstanding invoices
Get Instant Insights
Better decision-making
by connecting data

Delivering Developer Beneﬁts
A focused, long-term commitment to the success of our developer partners.
Grow my business Deliver awesome
experiences quickly
Access
New Connections
Retention
Active Connections
Speed
Time to Launch
Value
Integration Star Rating

Let’s Talk About Where we {and
our Investments} are Going…
This
informa(on
is
intended
to
outline
our
general
product
direc(on,
but
represents
no

obliga(on
and
should
not
be
relied
on
in
making
a
purchasing
decision.

Fueling the Next Level of Growth…
QuickBooks Platform Enhancements
Vision
Every small business application in the
world connects to QuickBooks Platform
For small businesses:
Discover right-for-me apps via machine
learning & personalization
Connect the apps you already have and
eliminate data entry via automatic sync w/
QBO
For developers:
Deliver awesome experiences of accounting &
payment integration with our tools and support
Grow your business by broadening reach &
improved targeting

Fueling the Next Level of Growth…
Developer Marketing Investment
Reach targeted customers: access to
the global QuickBooks user base – 1M+
million paying subscribers and growing.
Visit developer.intuit.com/partnerprogram to ﬁnd out more.
Grow your revenue: new marketing
support and incentives to grow,
including matching funds starting at
$20K for Select Partners and $40K or
Premier Partners.
Preferential support: get dedicated
support and API access from Intuit’s
team of experts.
investment in developer
marketing and support
$4M annual
New Partner
Program

Developing Apps on the
QuickBooks Platform
Ketan Kittur
Director, Product Management

Running Your Business more Efﬁciently
with the QuickBooks Ecosystem
Orders
Invoices
Paid
orders
Ship
Data
New sales
and Orders
Employee
shifts
Payroll
Bills
Insights
Order products Track inventory Sell products Pay employees/Bills Insights

Making developers successful
Growing Business
Eg. Access to large user base
Discoverability through marketing
channels, Higher retention / sign ups
Awesome Experiences
Eg. Ease of development
Time to market
Developer Beneﬁts to Capitalize on the SMB Opportunity

Solving Problems with “Right-for-Me” Apps
Problem: Help me find the right apps quickly!
Goal: Apps.com will help customers like Jack
discover and connect right apps in under a
minute.
The Success of Users
QBO User: Jack Forman
Current singer for Recess Monkey and
on-air radio host for SiriusXM Kid’s
Place Band manager responsible for
finances.
The Success of Apps.com
•  In last two years, apps in our app store
grew more than 500% to roughly 300
apps.
•  App Store provides a great choice of
solutions to SMBs
•  Apps Personalization will help SMBs
easily find and connect apps they use
and discover new “right-for-me” apps

Developers grow their business with app discovery experiences
that generate qualified leads and higher customer conversions
Creating a Personalized Experience for every user
•  Easily connect apps that SMBs already use
•  Intelligent & category-specific searches
•  Business-based recommendations
Connect Apps Recommend For Your Business Type
Developer Benefits
Grow My Business

Provide Intuit developers with tools and support they need
to deliver awesome SMB experiences, globally.
Keep QBO SDKs up to
date with new features
Make sandbox
available
in non-US markets
Provide support &
build
a community
Keep you in the know
of platform updates
Enable multi-currency
and global tax models
Launch in new markets
and improve
documentation
Developer Beneﬁts
Deliver Awesome
Experiences
Quickly

Continued Growth and Enhanced Experiences for Developers
QBO APIs and product sandboxes are available
in US, UK, CA, AU and IN.
API Explorer enables call against sandbox and let’s you view
the change in real QBO experience with sample data
Docs, Sample Code & SDKs
With every new release of QBO APIs, we promptly update
all the artifacts to deliver the changes to you
Help is just a click away.
Developer support tickets and live community help you
unblock and list on apps.com faster

Raising the Bar on Developer Engagement
340M API Calls/Month
30K Sandbox issued
15K SDK downloads
Thousands of Developers
Live Community Engagement

A Year in the Making…
These product capabilities have enabled us to increase
SMBs connecting to QuickBooks by 5X in last couple of years.
Reimagined DevX
Completely new
developer experience
to address VOD
New App Store
Apps.com & QBO apps
tab in sync
Payments APIs
Beta launch of REST based
QB Payments APIs
Improved Dev Tools
Sandbox, SDKs &
Sample Apps
Global App Store
Ability to offer 3P
Apps in ﬁve major
geographies.
Oauth1.0 Samples
Sample in multiple
languages to enable
faster development.
Accounting API
Enhancements
Multi-currency Reporting
enhancements Improved
payroll integration
App Store Personalization
Personalization based on SMB
proﬁle and propensity models
Apps Categories
Addressed top VoC by
categories all the apps
Mobile Optimized App Store
Enable SMBs to connect their
apps to QBO from the device
of their choice.
Payment APIs GA w/ ACH & Wallet
E2E payment developer experience
complemented with world class feature set.
API Docs Enhancements
Faster load times & discovery for huge
QB API docs pages.
GSA powered App Search
Google search enabling
App Discovery in apps.com
& apps tab.
Referral App Listings
Ability to list mobile-
only apps on apps.com
Dev Hub/App Resources
New destinations with focus on driving
Dev & SMB enagement
Global Sandbox
Sandbox (API & Product) for each country
supported by app store
New C2QB Buttons
Brand new buttons to match modern
app experiences
November 2015October 2014

What You’ll See Next…
This
informa(on
is
intended
to
outline
our
general
product
direc(on,
but
represents
no

obliga(on
and
should
not
be
relied
on
in
making
a
purchasing
decision.

Developer Beneﬁts
Grow My Business
Mobile-First, Mobile-Only Apps are Welcome
Recently launched referral only listings enable
mobile apps to list on apps.com

Developer Beneﬁts
Deliver Awesome
Experiences
Quickly
App Publishing to Become Way Simpler
Fast, predictable and rewarding
app publishing process to help you
market your app globally.

API Docs with Improved InfoArch & Search
Quickly ﬁnd relevant API details and sample
code to integrate with QuickBooks.
Developer Beneﬁts
Deliver Awesome
Experiences
Quickly

QuickBooks Online Webhooks are Coming!
Easily sync your app with QBO
without continuously polling our APIs.
Developer Beneﬁts
Deliver Awesome
Experiences
Quickly

Intuit will be moving to OAuth2.0!
Reduced integration effort and
faster time to market with OAuth2.0 beneﬁts.
Developer Beneﬁts
Deliver Awesome
Experiences
Quickly

QuickBooks Accounting API
Tony Chang
Product Manager
@tonychang107

Highlights Since QuickBooks Connect 2014….
Improved QBO
Payroll Integration
Ability to create & update
employee for Payroll
enabled Companies
Reporting
Enhancements
All reports available via
API regardless of the
company SKU
Custom Fields-
Purchase Order
Manage custom ﬁelds
display on purchase
order forms
PDF + Email support
View PDFs and email Estimates/
Sales Receipts/Invoices via API
Items
Enhancements
Updates to Items
hierarchy. Support
for Categories.
Introducing
Multicurrency
Multicurrency support
available for U.S
companies. Assign a
currency to customers,
vendors, banks, and
credit cards.
Multicurrency
Enhancements
Lookup and/or override
exchange rate between
foreign and home currency
(Mar 2015) (Oct 2015)(Jun 2015) (Jul 2015) (Aug 2015)(Feb 2015)(Dec 2014)
Deposit Entity
CRUD support for Deposit
entity
Transfer Entity
CRUD support for
Transfer entity

Multicurrency
•  Multicurrency support for U.S. companies
•  API enhancements coordinated with QBO
feature release
•  Exchange rates and company currencies
exposed through API
•  See http://intuit.me/multicur for details

Items Enhancements
•  Item SKU, categories, bundles features to
be introduced
•  API enhancements coordinated with
QuickBooks feature release
•  Developer guides and sandbox available
•  See http://intuit.me/inventory1 and
http://intuit.me/inventory2 for details

Looking Forward…
•  API for ingestion of unstructured data that can later be converted to accounting
transactions
•  Support for enhanced Item features – Categories and Bundles
•  API enhancements supporting global use cases as we expand globally.
This
informa(on
is
intended
to
outline
our
general
product
direc(on,
but
represents
no

obliga(on
and
should
not
be
relied
on
in
making
a
purchasing
decision.

QuickBooks Payments API
Amit Dhingra
Product Manager

A Look Back: QuickBooks Connect 2014

QuickBooks Payments APIs
1 /tokens
2 /charges

Today: QuickBooks Connect 2015

QuickBooks Payments APIs
2 /charges
3 /echecks
4 /cards
1 /tokens
5 /bank-accounts

/echecks
QuickBooks Payments merchants
are enabled to accept echecks
50¢ per transaction
Simple API lets you debit bank accounts,
retrieve statuses and issue refunds
http://developer.intuit.com/docs/api/payments/EChecks

/cards and /bank-accounts
Safely & securely store cards and bank
account information
Create best-in-class “remember me”
experiences in your application
Let Intuit tokenize and protect
sensitive information
http://developer.intuit.com/docs/api/payments/Cards
http://developer.intuit.com/docs/api/payments/BankAccounts

Developer Resources
Lori Fraleigh
Director, Developer Relations
@lorifraleigh

Developer Status Dashboard
Subscribe via:
Email
SMS
Twitter
RSS
ATOM
http://status.developer.intuit.com/
Report On:
Outages
Maintenance

Developer Hub
http://developer.intuit.com/hub

Important Reminders
•  Realmids are changing from integer to long
http://intuit.me/realmids
•  QBO REST API v2 sunsets June 1, 2016
Migrate to the v3 API by June 1
http://intuit.me/qbov2
•  QBD REST API v2/v3 sunsets March 1, 2016
Migrate to QBXML SDK / Web Connector or migrate
customers to QBO by March 1
http://intuit.me/qbdv2v3

Join the Conversation
Follow @IntuitDev, @IntuitDevStatus, and @IntuitApps on Twitter
Subscribe to Intuit Developer on YouTube
Subscribe to developer.intuit.com/hub/blog
Like Intuit Developer on Facebook

Growing Your Business
Tips & Tricks to take your app to the next level
Jen Pataki, Director Marketing
Gretchen Salyer, Director Partnerships

You’ve launched your app…
Now what?

Small Business Owners Accountants Developers/Partners
•  3rd party developers/partners
who ﬁnd innovative ways to use
the QuickBooks platform to
deliver for small businesses and
accountants
•  Power users with deep product
knowledge
•  Key inﬂuencers who
recommend QuickBooks to
others
18,000209,0005 Million
•  Small businesses of 1-50
employees (1-20 is
QuickBooks’ “sweet spot”)
•  Self employed individuals
Good News! You’re in the Right Place

Sounds great…
but what do I need to do?

A Great Partnership STARTS with an Awesome Customer Experience
Know Your Customer Lean Start-Up Align Our Interests

The QuickBooks Ecosystem Offers Huge Opportunities for Growth
Apps.com
Over 600k visits per
month to Apps.com
QuickBooks In Product
Over 100k visits per month
from Apps Tab on QB
Marketing
18% increase in connections
from banners on Apps.com

Optimize your Potential… Learn the Basics of Ecosystem Marketing
Reviews
Matter
More Front
Doors
Be
Searchable
Find and use
Key Inﬂuencers

Spend Time Soliciting Reviews
71% of US Consumers say ratings
and reviews are important.
There is an 89% lift in conversion
when users interacted with
reviews.
Source: — Bazaarvoice Conversion Index Report
On average product page visitors who
interact with review content show:
+58% conversion rate
+62% revenue per visit
+3% average order value
Compared to those who do not interact
with reviews

Apps.com… Optimized for SEO
Intuit’s Commitment
•  Apps.com and Apps tab are Powered by Google
•  App card details are Captured in Search*
•  Tags Added for images and text
•  Intuit helps you Increase Your Search Ranking; using
a combination of branded and non-branded words
*excludes user reviews
Intuit Recommendations for YOU
•  Develop a list of Effective Keywords for your App
•  No more than 10 Keywords per page
•  Minimum of 2 Keywords with Intuit branding
•  The More Instances of Keywords = Better Ranking

New Ways to Reach New Customers
Fundbox Facebook
Retargeting
Square co-branded
Landing Page
Tsheets Home
Page
Bill.com
Social Ampliﬁcation

Access to Intuit’s Large
Accountant Network
“Our conversion rates DOUBLED when
Accountants recommended our App.”

Winning Together

Introducing…
Our new Partner Program
Reach targeted customers
Grow your revenue
Preferential support
Investing More Than Ever Before

Grow Your Business with Intuit
Product &
Technical
Support
Access to
~1.2M QBO
Users
Access to our
Partner Portal
& Forums
Featured in
Intuit
Marketing
Co-Marketing
Investment
In Product
Placement
VIP Placement
@ Events
Dedicated
Intuit SPOC
!"
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!"
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!" !"
Prioritized
!" !"
Community
Select
Premier
Elite
!"
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Visit developer.intuit.com/partnerprogram
Featuring
1.5K+ APPS
CONNECTED TO THE
QBO PLATFORM
Through a store with
600K+ MONTHLY
VISITORS
Reach a Community of
1M+ USERS

Recap: Growing Your Business
You are part of a large & growing ecosystem
Customer beneﬁt is key
Promote your solution
Intuit is investing to make you successful
Talk to Accountants
Enjoy your time at QuickBooks Connect!

Key Inﬂuencers: Talking to Accountants
Top 7 Things Developers Do to Win Accountants!
•  Accountants aren’t just one customer… but HUNDREDs of potential customers
•  Win one accountant… at a time
•  Get to know the accountants in your niche. Ask for FEEDBACK
•  Offer FREE subscriptions to accountants
•  Add tools & features that help accountants work with multiple clients (i.e. dashboards)
•  Convincing accountants is a PROCESS. It can take over a year
•  Be where the accountants are… QuickBooks Community + QuickBooks Connect

The Global Opportunity
Rafael de la Vega
Director, Global Partnerships
@delavegarafa

The Global Business App Market was 28B in 2013 and will reach 58B by 2016
More developers from tech hubs building apps for other markets
Building Apps for biz and productivity markets is good business
68% of business developers make more than $500/month (52% in consumer)
16% of them are in the high income range of > $500 k/month (6% in consumer)
There are over 600 Million SMBs in the world
International SMB expect apps to be: Mobile, Scalable, efﬁcient and low cost.
Global Developer Trends

Global Platform with 7 Key Markets

Non-US priority countries:
43 Million Prospects
United States
Canada
United
Kingdom
France
India
Australia
Brazil

QuickBooks Online Global Growth is Accelerating
51 Subs
Q3 2001
100K Subs
Q4 2007
150K Subs
Q1 2010
500K Subs
Q1 2014
1,075,000 QBO
SubscribersOn June 2nd, we reached
our 1,000,000th customer
7.5 Years to get our ﬁrst 100,000 customers
3 Months to get our last 100,000 customers
60% of new users now choosing QBO
18% of new users from non-US

Strong Progress Outside US
•  Rapid growth despite launching
after competitors
•  Growing the Ecosystem with Big Brand
names and most Recognized Apps
•  New Growth Opportunities: Brazil and
France going live in FY’16
Jul ’14 Jul ’15
QBO Subs outside US
-
50K
100K
150K
200K +135%
4x growth in QBO Apps

We are Investing Heavily in Global Capabilities:
•  Global Partnerships team
•  Global App Store
•  Global Partnership program
•  Customize app cards for
speciﬁc markets
•  Multi-currency
•  Global sandbox

What Successful Global Partners are Doing
• Think “GLOCAL”
Not only language: service, acquisition, local compliance
• Solve a relevant problem
Is your App a good ﬁt in all markets?
• Publish on the QuickBooks App Store
Take advantage of the QuickBooks Ecosystem

The Time to Go Global is Now!
1.  Our QuickBooks Ecosystem growing faster outside US
2.  We are investing more than ever before in global
3.  Use the local QuickBooks Partnership team to learn
more

Q&A

Devs After Dark Party

What to Expect at the Devs After Dark Party
Monday, November 2, 8:00PM-10:30PM
Pick up your tickets before you leave this session!
After the Pitch Event / Opening Party ~8:30PM,
head on over to the:
•  Silicon Valley Capital Club
50 W. San Fernando St, 17th Floor
San Jose 95113, 408.971.9300
•  Top of the Knight Ridder Building,
right next door to the Fairmont Hotel
Get ready to enjoy
•  Bacon and Bourbon pairings
•  Bubbles from Around the World and pairings
San Jose Convention Center

QuickBooks Connect 2015: VIP Developer Session

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QuickBooks Connect 2015: VIP Developer Session