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    Session 4-Stacy Kildal

    Uploaded by

    HarryTendulkar
    This document summarizes the keynote presentation by Stacy Kildal on supporting small businesses with QuickBooks Online. Kildal discussed the advantages of QuickBooks Online over the desktop version, including automatic bank downloads and activity logs. She reviewed the different subscription plans for QuickBooks Online - Simple Start, Essentials, and Plus - and their varying features. Kildal also demonstrated tools in QuickBooks Online like the Income List and Downloaded Transactions that help save time. Finally, she discussed apps that can enrich the QuickBooks Online experience, such as QuickBooks Online Accountant, Transaction Pro Importer, and Intuit Payroll.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Session 4-Stacy Kildal

    Uploaded by

    HarryTendulkar
    153 views30 pages
    This document summarizes the keynote presentation by Stacy Kildal on supporting small businesses with QuickBooks Online. Kildal discussed the advantages of QuickBooks Online over the desktop version, including automatic bank downloads and activity logs. She reviewed the different subscription plans for QuickBooks Online - Simple Start, Essentials, and Plus - and their varying features. Kildal also demonstrated tools in QuickBooks Online like the Income List and Downloaded Transactions that help save time. Finally, she discussed apps that can enrich the QuickBooks Online experience, such as QuickBooks Online Accountant, Transaction Pro Importer, and Intuit Payroll.

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    This document summarizes the keynote presentation by Stacy Kildal on supporting small businesses with QuickBooks Online. Kildal discussed the advantages of QuickBooks Online over the desktop version, including automatic bank downloads and activity logs. She reviewed the different subscription plans for QuickBooks Online - Simple Start, Essentials, and Plus - and their varying features. Kildal also demonstrated tools in QuickBooks Online like the Income List and Downloaded Transactions that help save time. Finally, she discussed apps that can enrich the QuickBooks Online experience, such as QuickBooks Online Accountant, Transaction Pro Importer, and Intuit Payroll.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    153 views30 pages

    Session 4-Stacy Kildal

    Uploaded by

    HarryTendulkar
    This document summarizes the keynote presentation by Stacy Kildal on supporting small businesses with QuickBooks Online. Kildal discussed the advantages of QuickBooks Online over the desktop version, including automatic bank downloads and activity logs. She reviewed the different subscription plans for QuickBooks Online - Simple Start, Essentials, and Plus - and their varying features. Kildal also demonstrated tools in QuickBooks Online like the Income List and Downloaded Transactions that help save time. Finally, she discussed apps that can enrich the QuickBooks Online experience, such as QuickBooks Online Accountant, Transaction Pro Importer, and Intuit Payroll.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 30

    Cloud Computing: Supporting

    Small Businesses with


    QuickBooks Online.

    Written by:

    Stacy Kildal, Kildal Services LLC

    Presenter: Stacy Kildal, Queen of QBO


    Internationally Recognized Expert in
    QuickBooks Online
    Original author of Intuit training material
    for QBO US, Singapore, Canada, Australia
    & UK
    First ProAdvisor Certified in QuickBooks
    Online
    Co-Host of Radio Free QuickBooks
    Certified QuickBooks Advanced ProAdvisor
    Certified in QuickBooks Enterprise Solutions
    Waterford, Michigan
    StacyK.net
    RadioFreeQB.com

    8 Years teaching QuickBooks nationally to end


    users and accountants/consultants
    Charter Member, Intuit Trainer/Writer
    Network (TWN)

    What Well Talk About Today


    Why Intuit cares about the Cloud
    Advantages and Benefits of QuickBooks Online & Intuit
    Payroll
    Subscription Options Available
    Show some time saving features
    In product demos
    Learn about the QuickBooks Online EcoSystem

    The Cloud & QuickBooks


    Online

    A Connected Services Company

    Intuit
    One

    QuickBooks Online vs. QuickBooks Desktop


    QuickBooks Online has several advantages over
    desktop editions:
    Invoice/Sales Receipt Automation
    Delayed customer charges/billing
    Activity Log
    No need to transfer data via Accountants Copy files
    Automatic email reporting
    Bank transactions automatically downloaded nightly
    Unlimited report reader and time tracker users
    QBO has Class AND Location tracking
    For Accountants: Multiple AR/AP lines in JEs!!

    Types of Businesses Using QuickBooks Online

    Contractors

    Wholesalers

    Consultants

    Retailers

    Non-Profits

    Choosing the Right Version


    of QuickBooks Online

    QuickBooks Online Simple Start


    For those clients who are just getting started or have
    basic 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

    QuickBooks Online Essentials


    For clients who are up and running and need additional
    features. QuickBooks Online Essentials includes all the
    features:
    Automated Invoicing
    Create Estimates
    Full accounts payable
    40 business reports
    Unlimited Online banking
    Allows for 3 users
    $26.95/month

    QuickBooks Online Plus


    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 Plus
    includes all the features of QuickBooks Online Essentials plus
    these additional features:
    Create and send purchase

    Budgeting and planning

    order
    FIFO based Inventory tracking
    Prepare and print 1099s
    Sales tax tracking
    Class & Location Tracking

    65+ business reports


    Allows for 5 users
    $39.95/mo

    Features to Help Save Time


    & Money

    Income List
    Not just a list of Sales Receipts or Invoices
    A dashboard or Command Center to track customer

    transactions: Estimates, Invoices and take action on those


    transactions

    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

    Downloaded Transactions
    User can choose to see transactions
    from one account at at time or from all
    of them at once

    User can choose to match or add,


    and split the transaction between
    accounts
    Location & Class tracking can be
    assigned as well

    Demonstration
    Income List
    and
    Downloaded Transactions

    Enrich the QuickBooks


    Online Experience

    The QuickBooks Online EcoSystem


    QBOP/IOP
    (Payroll)
    +Many
    More!

    ZenCash

    QBOA

    QuickBooks
    Online

    Mavenlink

    Transaction
    Pro
    Importer

    Avalara
    SOS
    Inventory

    Payroll

    Three accurate online payroll options for


    Accountants and Clients
    Client runs payroll

    Accountant + Client
    Collaborate

    Intuit does it for


    client

    Intuit QuickBooks
    Online Payroll

    Intuit Online Payroll For


    Accountants

    Intuit Full Service


    Payroll

    Pay by check or direct


    deposit

    Yes

    Yes

    Yes

    Free expert support

    Yes

    Yes

    Yes

    Get year-end W2 forms

    Yes

    Yes

    Yes

    Federal & State payroll


    tax forms automatically
    filled in

    Yes

    Yes

    Yes

    Separate accountant &


    client log-ins to access
    the same account

    Yes

    Yes

    Yes

    Intuit files and pays taxes


    for you

    Yes

    No tax penalties,
    guaranteed

    Yes

    Payroll setup completed


    for you

    Yes

    Support Your Clients:


    QuickBooks Online Accountant
    Cross Workflow Tools:
    Client List
    Accountant Center
    SIGN UP AT: accountant.intuit.com/qboa

    Accountant Center Quick Tour

    Demonstration
    QuickBooks Online Accountant

    Enrich the QBO Experience: Intuit App Center

    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

    Avalara
    Intuit QuickBooks Online
    Avalara is a Gold Cer.ed Intuit Developer
    Calcula.ons (both rates & taxability rules)
    Fully completed returns.
    AvaTax sales tax calcula.ons are automa.cally applied to items in the
    es.mate and invoice.
    Mul.ple Sales Tax Rates
    Integrated With GoPayment

    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 or
    SMS alerts when inventory gets
    low
    Automatically update inventory
    counts from QuickBooks Online
    invoices and sales receipts

    Mavenlink.com
    Project Management
    Team Collaboration
    Syncs with QuickBooks

    Items
    Syncs with Google Docs
    Email Updates
    Scheduling
    Invite Clients to
    Participate
    http://
    appcenter.intuit.com/
    mavenlink

    ZenCash
    Transform A/R into a disciplined, well groomed part of any company
    http://appcenter.intuit.com/zencash

    Shepherding Invoices from Unpaid


    to Paid
    Accounts Receivable Dashboard
    Legal collections in just a few clicks
    Send beautiful printed thank you
    cards
    Full automation or a la carte
    scheduling
    Reminder calls with your scripts by
    polite AR specialists

    Benefits Of QuickBooks Online


    Workflow Time Savings
    Anytime, Anywhere Access
    Easy Client Collaboration
    Secure Sharing
    Speed and Productivity

    But Wait, Theres More!


    1. Visit the Intuit booth to
    learn more about my stepby-step process for
    growing your business
    online with QBO

    2. Attend Adrian Sterns


    session: Heres the latest
    on iPads and Apps for
    CPAs and Their Clients at
    4 pm today

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