Session 4-Stacy Kildal

8/15/2019 Session 4-Stacy Kildal

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Cloud Computing: Supporting

Small Businesses with

QuickBooks Online.

Written by:

Stacy Kildal, Kildal Services LLC


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Presenter: Stacy Kildal, Queen of QBO

•

Internationally Recognized Expert inQuickBooks Online

• Original author of Intuit training materialfor QBO US, Singapore, Canada, Australia& UK

•

First ProAdvisor Certified in QuickBooksOnline

• Co-Host of Radio Free QuickBooks

• Certified QuickBooks Advanced ProAdvisor

• Certified in QuickBooks Enterprise Solutions

•

8 Years teaching QuickBooks nationally to endusers and accountants/consultants

• Charter Member, Intuit Trainer/WriterNetwork (TWN)

Waterford, Michigan

StacyK.net

RadioFreeQB.com


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What We’ll Talk About Today

• Why Intuit cares about the Cloud

• Advantages and Benefits of QuickBooks Online & IntuitPayroll

•

Subscription Options Available

• Show some time saving features

• In product demos

•

Learn about the QuickBooks Online EcoSystem


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The Cloud & QuickBooks

Online


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A Connected Services Company

“IntuitOne”


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Types of Businesses Using QuickBooks Online

Wholesalers

ConsultantsRetailers Non-Profits

Contractors


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Choosing the Right Version

of QuickBooks Online


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QuickBooks Online Simple Start

For those clients who are just getting started or havebasic accounting needs, it includes these features:

• Import customer data from Excel

•

Create and manage invoices• Track sales and expenses

• 20 business reports

• Connect 1 Bank Account

•

Allows for 1 user• $12.95/month


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QuickBooks Online Essentials

For clients who are up and running and need additionalfeatures. QuickBooks Online Essentials includes all thefeatures:

•

Automated Invoicing• Create Estimates

• Full accounts payable

• 40 business reports

•

Unlimited Online banking• Allows for 3 users

• $26.95/month


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QuickBooks Online Plus

•

Create and send purchaseorder

• FIFO based Inventory tracking

•

Prepare and print 1099s

• Sales tax tracking

•

Class & Location Tracking

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Budgeting and planning• 65+ business reports

•

Allows for 5 users

• $39.95/mo

QuickBooks Online Plus is for clients who are established and

expanding their business, with new capabilities for inventory,reporting and a new user experience. QuickBooks Online Plusincludes all the features of QuickBooks Online Essentials plusthese additional features:


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Features to Help Save Time

& Money


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Income List

•

Not just a list of Sales Receipts or Invoices•

A dashboard or “Command Center” to track customertransactions: Estimates, Invoices and take action on thosetransactions


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Downloaded Transactions • Replaces Old (painful!) Online Banking Feature

• Right now available for new signups, eventually will be offered to OLB

users• Much cleaner interface and removes “Full Automation”(very messy!)

• Automatically downloads every night


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Downloaded Transactions User can choose to see transactions

from one account at at time or from allof them at once

User can choose to match or add,and split the transaction betweenaccounts

Location & Class tracking can beassigned as well


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DemonstrationIncome List

and

Downloaded Transactions


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Enrich the QuickBooks

Online Experience


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The QuickBooks Online EcoSystem

QuickBooks

Online

QBOP/IOP(Payroll)

QBOA

Transaction

Pro

Importer

Avalara

+ManyMore!

Mavenlink

ZenCash

SOSInventory


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Payroll Three accurate online payroll options for

Accountants and Clients

Client runs payroll Accountant + ClientCollaborate

Intuit does it forclient

Intuit QuickBooksOnline Payroll

Intuit Online Payroll For Accountants

Intuit Full ServicePayroll

Pay by check or directdeposit

Yes Yes Yes

Free expert support Yes Yes YesGet year-end W2 forms Yes Yes Yes

Federal & State payrolltax forms automaticallyfilled in

Yes Yes Yes

Separate accountant &client log-ins to accessthe same account

Yes Yes Yes

Intuit files and pays taxesfor you

Yes

No tax penalties,guaranteed

Yes

Payroll setup completedfor you

Yes


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Support Your Clients:QuickBooks Online Accountant

Cross Workflow Tools:!

Client List

! Accountant Center

SIGN UP AT: accountant.intuit.com /qboa


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Accountant Center Quick Tour


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DemonstrationQuickBooks Online Accountant


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Enrich the QBO Experience: Intuit App Center


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Transaction Pro Importer

• Import Lists or Transactions into QuickBooks Online

•

Step by Step Instructions• Great for Conversion from Non-QuickBooks Software• Useful for Importing Webstore or Ebay/Paypal transactions• http://appcenter.intuit.com/TransactionProImporter


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•

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•

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•

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SOS Inventory.com

Robust inventory features for QuickBooks Online

http://sosinventory.com/

• Track inventory assemblies

• WIP• Create sales orders and

convert them to QuickBooks

Online invoices• Value inventory using LIFO

method•

Receive automated email orSMS alerts when inventory gets

low• Automatically update inventory

counts from QuickBooks Online

invoices and sales receipts


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Mavenlink.com

• Project Management

• Team Collaboration

• Syncs with QuickBooksItems

•

Syncs with Google Docs• Email Updates

• Scheduling

• Invite Clients toParticipate

•

http://appcenter.intuit.com/mavenlink


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Transform A/R into a disciplined, well groomed part of any company

http://appcenter.intuit.com/zencash

• Shepherding Invoices from Unpaidto Paid

• Accounts Receivable Dashboard

•

Legal collections in just a few clicks• Send beautiful printed thank you

cards•

Full automation or a la cartescheduling

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Reminder calls with your scripts bypolite AR specialists

ZenCash


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Benefits Of QuickBooks Online

Workflow Time Savings

Anytime, Anywhere Access

Easy Client Collaboration

Secure Sharing

Speed and Productivity


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1.

Visit the Intuit booth tolearn more about my step-

by-step process for

growing your business

online with QBO

2.

Attend Adrian Stern’ssession: Here’s the lateston iPads and Apps for

CPAs and Their Clients at

4 pm today

But Wait, There’s More!

Session 4-Stacy Kildal

Documents

Transcript of Session 4-Stacy Kildal