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This slide is for public classroom sessions For bespoke classroom sessions they should know the fire drill rules, where the loos are etc.
Facilitator to work through the housekeeping announcements: Location of tea and coffee breaks Directions to the bathrooms Exit for fire alarms You will need to verify the above with reception/administration of the location that you are at Mobile phone use policy (reserve for breaks and lunchtime). Make sure it is on SILENT or, ideally, turned OFF
Review what we will cover today.
Ensure the participants are aware this is an overview and is not training on QBO. We will signpost to training at the end of the session.
Who are Intuit? We’re a large global company who have been around for a long time, have over 1.5m QuckBooks Online subsribers worldwide, have a lot of money behind us – and, therefore, we ain’t going anywhere anytime soon!
The UK is the HQ for expansion plans in to Europe and beyond.
TV ad campaign through til mid-2017
Driving huge amounts of SMB‘s to download the QuickBooks Online App - and ultimately they will all need an accountant/bookkeeper
– That is why there has been huge investment in UK based support, to serve the growing UK client base -
What is QuickBooks / QuickBooks Accountant?
Powerful Bookeeping software for business and accountants
Interactive for Business and robust for accounts
Allows you clients to focus on running their business even on the go – allowing you to help keep them compliant.
Through the QuickBooks Accountant portal you have full visibility of the all your clients & Being in the cloud allows you to easily collaborate.
- Please ensure you draw out the difference between the two products nice and clearly. i.e. QuickBooks is what our SMB clients use. QuickBooks Accountant is the product that our accountant partners use to get easy access to all of their clients etc etc and that is what we will be focussed on during the training today.
Cloud – forget the ‘technical’ stuff.
The cloud is all about ‘Access to Real Time Information’ - Always up to date ‘Access from Anywhere’ - Phone, Tablet & PC – Anywhere internet is available ‘Collaboration’ (both parties looking/working at the same info at the same time – whether that is client / Accountant or multi-site accountant working) No Software updates or additional infrastructure. Bank Level encryption and security
Summarise but do not dwell and point to details in their pack.
What is QuickBooks / QuickBooks Accountant? - Please ensure you draw out the difference between the two products nice and clearly. i.e. QuickBooks is what our SMB clients use. QuickBooks Accountant is the product that our accountant partners use to get easy access to all of their clients etc etc and that is what we will be focussed on during the training today.
Getting Started is straight forward and in your hand out we take you through the basic steps to set-up for first client. Quickest way to get started is to convert existing data – Chart of Accounts is pre-populated – if you wish you can import your own as well as customer/ suppliers and your products and services Overview of the home screen. Show the settings briefly that allow you to customise to your client needs including CIS/Flat rate & rechargeable expenses. Left Navigation and show where the Customer & Supplier Centre. Demonstrate Sales Invoices – Key Features – Add on the fly / List of Products & Services / Save & show recurring. Show Transaction History – Show GoCardless & Paypal. Save & Send. Show Attachments & send History.
Sales Receipt – Demonstrate a Sales Receipt already set-up for a retail customer.
PO & Bill – Access an existing PO & convert to a Bill – Show the items & Nominal Code entry & Pay Bill. Show batch bill payments. Mention Convers Sales order to Purchase order and & non-posting.
Expense – Via Mobile App – Take a picture with the phone & show on Screen. Show the Estimate & signature panel
Bank – Show the bank feed and the add/match functions including Rules
- Ecosystem / Apps – think of QBO / QBOA as you do your smartphone. Whilst it is powerful on its own, we have the ability to integrate specialized Apps in to the product to expand the capabilities of the platform. The ‘lego’ picture is a good representation of that – think of the brick wall as QBO/QBOA and the lego bricks as the apps working with it.
Within QuickBooks Desktop 2014 and 2015 there is now a link to export your data to QuickBooks Online, In X steps you could have your data in and ready
Use for public classroom sessions and webinars Do not use for bespoke sessions where the BDM will already have a relationship and may have discussed different pricing.
What happens next An e-mail will be sent within 48hrs of completing the course. It will include The Certified ProAdvisor logos that could be used on your website, Facebook, Twitter and outgoing e-mail signatures A link to Refresher Training material if you need to recap any of the concepts covered in the course A link to the “Find an Accountant” directory. List yourself and your practice to be easily found by small and medium businesses searching for an Accountant. Your certified status moves you up the search results. 2. Identify your first 5 cloud-ready clients. Think about the functionality you saw in class today and the clients on your books that would benefit from the features Make a shortlist and have it ready for step 3 3. Plan and Execute A member of our business development team will be in touch to discuss the clients you identified and talk to you more about getting them migrated in QuickBooks Online
The system will prompt you to link your QuickBooks Desktop file to your QuickBooks Online file and then confirm where the data should be placed.
The system then makes a copy of the Desktop file and moves it to the Online file with an e-mail when complete
Signpost the Learning centre and with Quickbooks Webinars & Tutorials The Small Business Centre with Guides to the First Year, Tax , Funding & Finance , Cashflow and more.
& of course the Care team available by phone, online chat and e
Let us help you showcase your practice, your expertise, shout about your niche and your QuickBooks expertise
Intuit will even partner with you by co-funding marketing to promote your business or a special event.
Introduction to QuickBooks Online
WiFi: QBConnect No password required#QBConnect
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
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
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?
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?
Information always up-to-date
View / enter / edit information wherever you or your clients are
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?
Security you can trust
We care about security,
and we do it well
automated tools, physical
security, surveillance and
alarms to monitor
performance 24x7 to
Your data is secure in our
QuickBooks Online is
VeriSign Secured product
and uses the same 128 bit
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
organisation committed to
the use of fair information
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.
A powerful dashboard giving you real-time reporting and
Management Information for all clients in the same place
Training / Certification
A way for you to manage your own business
A free ‘Your Books’
A business opportunity
A platform for apps
What is QuickBooks Online Accountant?
• Available on IPhone & Android
• Available on Phone & Tablet
• Top rated app
• Great functionality including bank feeds
• Snap receipts, take pictures to attach and obtain
• Real time visibility
• Accountants – easily switch between clients
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?
A few of my favourite things
App shout out…….
…that we, and
…and build durable
Sign Up – Sign up to Accountant Portal
Convert Clients & their data - Identify your
first 5 Cloud Ready Clients
Training– Follow up with our business
development team & get your key staff
What happens next
Sign up for QuickBooks Online Accountant
• Go to (conference contact)
• Call: (0800) 014 2654
• Pricing – Ask for current offers
Train for success
QuickBooks Accountant Core Certification
Core functionality of QuickBooks
Emphasis on ‘hands-on’
Gives you a chance to explore & practice key
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
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…