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Introduction to QuickBooks Online

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Introduction to QuickBooks Online

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Introduction to QuickBooks Online

  1. 1. Ros Hodgson Introduction to QuickBooks Online WiFi: QBConnect No password required#QBConnect
  2. 2. 2 Owner of BCAMS Accounting & Finance Practice QuickBooks user for 20 years Certified QuickBooks desktop & QuickBooks Online Advanced Proadvisor 25 years accounting experience National speaker & trainer Training consultant with Intuit UK for 5 years with desktop & online team Specialising in QuickBooks training, integration and configuration. About today’s speaker Ros Hodgson @Quickbookstrguk
  3. 3. 3 Housekeeping
  4. 4. 4 An Introduction to Intuit makers of QuickBooks An overview of the functionality of QuickBooks Online Understand the time saving features Show the functionality your clients will love Introduce you to the resources for accountants Signpost you to next steps to • Accountants Portal • Converting Clients • Accessing training and the world of Apps. An introduction to QuickBooks Online
  5. 5. 5 A global company with a ’start-up’ mentality Over 1.8m online subscribers worldwide (plus a massive installed DT base) Revenue in excess of $4bn US based, global reach, ‘local’ investment UK TV advertising through til mid- 2017 UK based phone support World class support from a team specially trained to help accountants Significant UK growth – just passed 100K QBO paying companies! Who are Intuit?
  6. 6. 6 A software solution for businesses Online is the only way forward Lets them focus on their business – not on their books! Real time information to run their business on the go! Get paid faster – GoCardless & Paypal Integration Free UK phone support Accounting is done! Saves time / increases productivity! What is QuickBooks Online?
  7. 7. 7 Information always up-to-date View / enter / edit information wherever you or your clients are Collaboration! Anytime, anyplace, anywhere For you, your team and your clients No more borders / barriers to where / when you do business Software updates supplied as standard Saves time and increases productivity Why is ‘cloud’ good?
  8. 8. 8 Security you can trust We care about security, and we do it well Professional staff, automated tools, physical security, surveillance and alarms to monitor performance 24x7 to prevent high-tech breaches. Your data is secure in our hands QuickBooks Online is VeriSign Secured product and uses the same 128 bit SSL encryption technology used by the world’s top banks. We value privacy as much as you do Privacy is built into everything we do. Intuit is a licensee of the TRUSTe Privacy Program, an independent, non-profit organisation committed to the use of fair information practices. And it’s available, whenever you need it QuickBooks Online has been available more than 99.8% of the time for the past three years. This means that you can access your data online no matter where you are or what you are doing.
  9. 9. 9 A powerful dashboard giving you real-time reporting and Management Information for all clients in the same place ProAdvisor portal Training / Certification Marketing A way for you to manage your own business A free ‘Your Books’ A business opportunity Wholesale billing A platform for apps What is QuickBooks Online Accountant?
  10. 10. Product demo
  11. 11. 11 • Available on IPhone & Android • Available on Phone & Tablet • Top rated app • Great functionality including bank feeds • Snap receipts, take pictures to attach and obtain customer signature. • Real time visibility • Accountants – easily switch between clients Going mobile
  12. 12. 12 QuickBooks will never do everything …but it will be your platform for everything! Think of your smartphone…what do you use it for? QuickBooks Accountant is your accounting ‘smartphone’ A platform for all your accounting needs Extend the capability of the QuickBooks Online platform QuickBooks own mobile app SMB’s using on a regular basis – you need to know it to! Apps save time / increase productivity What do we mean by ‘ecosystem’ and ‘apps?
  13. 13. 13 A few of my favourite things App shout out…….
  14. 14. Next steps
  15. 15. 15 …that we, and others we enable, can solve well… …and build durable competitive advantage Step 1 Sign Up – Sign up to Accountant Portal Step 2 Convert Clients & their data - Identify your first 5 Cloud Ready Clients Step 3 Training– Follow up with our business development team & get your key staff trained. Grow together What happens next
  16. 16. 16 Sign up for QuickBooks Online Accountant • Go to (conference contact) • Online: www.quickbooks.co.uk/signup/qboa/ • Call: (0800) 014 2654 • Pricing – Ask for current offers
  17. 17. 17 Move from QuickBooks Desktop to Online
  18. 18. 18 Move from QuickBooks Desktop to Online
  19. 19. 19 Train for success QuickBooks Accountant Core Certification Core functionality of QuickBooks Accountant solution Emphasis on ‘hands-on’ Gives you a chance to explore & practice key functions Gives you a chance to make mistakes Gives you a chance to ask questions Certification exam leading to… QuickBooks Accountant Advanced Certification Advanced features of QuickBooks Accountant solution For existing users to: Learn complex conversion & specialist set-ups Get top tricks and tips from expert trainers Understand how to tackle tricky transactions Certification exam leading to…
  20. 20. 20 Helpful guides & support
  21. 21. 21 World class support
  22. 22. 22 Let QuickBooks help you promote you … Find an accountant directory
  23. 23. 23 …. and your business Marketing funds
  24. 24. Questions?
  25. 25. Access the presentation materials via: The QuickBooks Connect 2017 Conference App or Slideshare at: http://www.slideshare.com/tag/QBCUK17

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