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December accountant release webinar

December accountant release webinar. December 11, 2012. Turn on recording. The basics. Features release December 13 for some customers and December 20 for the rest. This allows for testing and verification

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December accountant release webinar

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  1. December accountant release webinar December 11, 2012

  2. Turn on recording

  3. The basics • Features release December 13 for some customers and December 20 for the rest. This allows for testing and verification • Today is about new features. Please give us feedback in product using the yellow Feedback button. We read it! • This includes feedback hidden in questions like “Why don’t you turn the whole product green?” • Time for Q&A at the end. All Q&A will go through the questions window. Everyone is muted.

  4. Who is Jessica? • Product Manager, QuickBooks Online • With QBO for 1 year, with Intuit for 3 years • In Mountain View, CA • I love accountants! Me (not the Nutcracker)

  5. And special guest panelist Stacy Kildal! • Owner/Operator of Kildal Services LLC, Waterford Michigan • Co-Host/Co-Founder of Radio Free QuickBooks and NEW! RFQTv • Advanced Certified QuickBooks ProAdvisor • Original Author of QuickBooks Online training for US, Singapore & Canada • Original Author of Singapore’s QuickBooks ProAdvisor Certification Training • Named to CPA Practice Advisor’s 2012 Most Powerful Women in Accounting • Nationally recognized QuickBooks Online/Intuit App Center Expert

  6. Summary • Improved conversion from QB Windows  QuickBooks Online • Reconciliation discrepancy report now available to clients • Sales tax improvements • Mobile app improvements (already released!) • QuickBooks Online Accountant version FAQ • ProAdvisor Program’s recent updates

  7. Converting clients from QB Windows to QB Online • From “I need Active X and Internet Explorer and this could take up to 48 hours” to “3 clicks in 3 minutes or less!” • Available for the 4 latest versions of QuickBooks (2013, 2012, 2011, and 2010) by the 20th • Lets users know what features they’ll miss when they convert • Users don’t need to do the research any more • As always, nothing happens to your QB file when you import it into QBO. Your QB file remains unchanged.

  8. The new QB Windows  QBO flow

  9. This stuff is for placement only. QBO does have multiple sales tax rates and inventory

  10. Reconciliation discrepancy report • Now available to your clients (don’t need QBOA to view it) • Must be using new Reconcile • No “Undo” feature for them…just for you!

  11. Sales tax improvements—based on your feedback • Added ability to set a default tax rate • Ability to mark customers as taxable/not taxable (plus an option to mark all new customers as taxable in Sales Tax Center) • New column on customer contact report to see the tax rate for that customer • Link to the customer report from the Sales Tax Center • Check # and Agency name will show up in the Register for sales tax payments • Sales Tax Owed table includes amounts date in future months of current period • And a number of other bug fixes… Note: there’s more to come in January

  12. Mobile app improvements already released! • New navigation with 1-tap access to features • Easy to see key data in lists • Improved customer filtering, details & maps • Optimized for iPhone 5 screen size • iOS6 supported

  13. Mobile app improvements in iPhone (also available on Android)

  14. Some more mobile app screens

  15. QuickBooks Online Accountant FAQ • How to sign up • Accept an invitation from a QBO client or from the QBOA website (proadvisor.intuit.com/qboa) • How return to QBOA once you’ve signed up • Qboa.intuit.com  Also, we will have a Login access for the existing customers on the QBOA website and other Intuit sites soon. • What is “My Company”? • It's a QBO Plus company that is included in QBOA and available to all accountants when they sign up to QBOA. We encourage accountants to use it for their own firm's books to get familiar with QBO and QBOA tools.  • What happens to my ProAdvisor QBO company? • If you already have a QBO company through the ProAdvisor Program, you can continue using it but it is not available to new users because we now offer the free QBO Plus company when you sign up to QBOA. • Can we get more Client Data Review tools in QBOA? • This request is on our list and we will prioritize it against other requests we are getting from accounting professionals and address it according to the priority order. • Do my clients always have to add me as their Accountant user with the same email address? • Yes! To access all of your customers under one login/QBOA account, you must have the same email address associated with each customer. • How do I get support for QBOA? • QBOA users can call QBOA support - 888-333-3451 (Local support team). Self help is also available via Help menu on the QBOA Client List or from the Accountant Center in QBO

  16. Where to find Help in QBOA

  17. Recent updates to the ProAdvisor Program • Get training and certification for Intuit’s cloud offerings! • Includes “badge” for QuickBooks Online for your website • Listed as a QBO expert on Find a ProAdvisor website (surpass your competitors!) • Will be updated twice a year, but these webinars will help you stay up to date for your clients. We recommend you renew your certification annually • Part of your existing ProAdvisor membership • If you’re not a ProAdvisor yet, visit accountants.intuit.com/accounting/proadvisor for more info • You can take the training on your iPhone or iPad (use mobile web)

  18. Thank you! Questions? HAPPY HOLIDAYS!

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