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South Florida QuickBooks. 2010 What’s New for Accounting Professionals From Intuit ProLine. Brought to you by:. Presented by: SOUTH FLORIDA QUICKBOOKS MEETUP GROUP Mario Nowogrodzki, CPA/CITP – MENDELSON CONSULTING Mike Block, CPA – BLOCKTAX. Housekeeping. Please turn off cell phones

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2010 what s new for accounting professionals from intuit proline

South Florida QuickBooks

2010 What’s New for Accounting Professionals From Intuit ProLine

Brought to you by:

Presented by:

SOUTH FLORIDA QUICKBOOKS MEETUP GROUP

Mario Nowogrodzki, CPA/CITP – MENDELSON CONSULTING

Mike Block, CPA – BLOCKTAX

housekeeping
Housekeeping

Please turn off cell phones

Schedule - Breaks

Restrooms

Intuit®Academy CD or online

CPE – Be sure you signed in—additional instructions at the end of the course

QuickBooks Premier Accountant 2010 given away at the end of the session

Questions & Answers

speakers bio
MARIO NOWOGRODZKI, CPA/CITP

www.mendelsonconsulting.com

www.qbspecialists.com

Master of Acctg Info Systems

Intuit Solution Provider Advisory Council

Adv Cert QuickBooks, POS, & Enterprise ProAdvisor

Intuit ProAdvisor Spotlight

Intuit Acctg Professionals Trainer/Writer Network

Contrib Author, “QuickBooks Consultants Reference Guide”

Accounting Technology magazine “Killer VAR”

Accounting Technology magazine “Technology Pacesetter”

MICHAEL BLOCK, CPA

www.BlockTax.com

www.QuickBooks-Blog.com

B.B.A. (Accounting)

QuickBooks ProAdvisor and ProSeries Advisory Councils

Advanced Certified QuickBooks, POS, Enterprise ProAdvisor

Intuit CEO: “You’re fantastic Mike! Absolutely fantastic!”

Intuit QuickBooks “Ask the Expert” (3 times - QuickBooks Errors, Speeding Up QuickBooks)

Accounting Technology magazine “Secrets of Outsourcing” cover

Former elected Port Everglades (County) Commissioner (gave back salary, never let lobbyists pay)

South Florida QuickBooks

Speakers Bio
survey says
Survey Says…

How Many CPAs?

How Many ProAdvisors?

How Many Adv Cert ProAdvisors?

How Many End-Users?

4

session objective have fun
Session Objective – Have Fun!

Let’s Get Started!

In depth demo where you will learn what is new in QuickBooks 2010!

Your CD has a comprehensive Guide that you can use to get more detail about the topics today

So relax and have fun in this class….

agenda
Agenda
  • Section 1 - Save Time: New features and tools in QuickBooks Premier Accountant 2010 to save you time
  • Section 2 - Save Money: Your and your clients will benefit from many product enhancements in QuickBooks 2010 designed to save you money
  • Section 3 - Grow Your Practice: New and improved offerings from Intuit ProLine to help you expand the services you offer your clients, customizable ProAdvisor offering, and improvements made to the certification process
new intuit proline brand
New Intuit ProLine Brand
  • Intuit products and services for Accounting Professionals
    • QuickBooks Premier Accountant
    • QuickBooks ProAdvisor Program
    • Lacerte Tax
    • Payroll Solutions
    • And much more!
  • Integrated to save duplicating data entry

All designed to save you time & improve your productivity!

section objectives save time
Section Objectives - Save Time

After this section, you should be able to:

Use the four new Client Data Review Tools

Create customized financials with the re-designed Intuit Statement Writer 2010

Use and share with your clients the new QuickBooks Document Management tool

More efficiently add or edit List entries

Use other new and improved QuickBooks tools and features designed to save time!

client data review
Client Data Review

Cleaning Up a Client’s Data File

  • Clients modified prior period transactions – took time
  • Reviewing a client’s data file required extensive searching!
  • We spent hours (often un-billable) cleaning up the client’s data
  • We looked closely to see what accounts the client created

SAVE TIME with new CDR tools in

Premier Accountant 2010

client data review1
Client Data Review
  • Improved! Troubleshoot Account Balances
  • New! Batch Reclassify
  • New! Write-Off Small Balances
  • New! Troubleshoot Inventory
  • New! Incorrectly Paid Sales Tax

New and Improved!

troubleshoot account balances
Troubleshoot Account Balances

NEW! For 1st review automatically copy Balances in Client’s File to Balances in Accountant’s Records

trial balance utility
Trial Balance Utility

Use the Trial Balance to review current year and make adjusting entries

print adjusted trial balance
Print Adjusted Trial Balance

Document your work with the Adjusted Trial Balance Report

batch reclassify
Batch Reclassify

NEW! Easily reclassify individual transactions that were recorded to the wrong G/L Account

batch write off with your review
Batch Write-Off with Your Review

NEW! Easily write-off small balances for statement charges, open invoices, and finance charges

troubleshoot inventory
Troubleshoot Inventory

NEW! Properly review inventory balance on Balance Sheet with Inventory Valuation Summary

troubleshoot inventory1
Troubleshoot Inventory

NEW! Identify items with NEGATIVE inventory during a review period or as of a specific date. You can spend more time helping the client manage inventory.

fix incorrectly paid sales tax
Fix Incorrectly Paid Sales Tax

NEW! Locate sales tax payments made by check, let CDR automatically replace with the proper sales tax payment form

fix incorrectly paid sales tax1
Fix Incorrectly Paid Sales Tax

CDR Find and FIX – voids original check and replaces with Sales Tax Payment form

external accountant login
External Accountant Login
  • Complete Admin access –
  • No access to creating users No access to sensitive credit card numbers.

Track your changes separate from your clients

save time and money
Save Time and Money
  • Track List changes, adding, renaming, deleting even merging
  • Apply open customer payments and credits in batch to open invoices
  • Remove overstated Undeposited Funds when a client created a customer payment AND created a separate deposit form
  • Apply checks written to vendors against open vendor bills
  • Find incorrectly paid payroll liabilities
  • Quick access to common tasks and reports

Why Use Client Data Review?

slide24

Q

A

&

intuit statement writer 2010
Intuit Statement Writer 2010
  • Create up to 16 statements (worksheets) in a single workbook
  • Attach Word created letters, cover pages to your Statements
  • Set any date range, including 4-week months
  • Access over 50 statement and document templates

What’s New

multiple statements in a single report
Multiple Statements in a Single Report

Create up to 16 statements (worksheets) in a single workbook

use isw to combine like accounts
Use ISW to Combine Like Accounts

Create up to 16 statements (worksheets) in a single workbook

attach supporting documents
Attach Supporting Documents

Print a complete set of Financials including supporting documents

other new features with isw 2010
Other New Features with ISW 2010
  • Set ANYdate range for statements, including 4-week months or 13-week quarters
  • Attach Microsoft Word-based letters, cover pages and documents to your ISW Statement
  • Now over 50 statement and document templates ready to use
  • Build financials on a per-class, per-job basis or combination of classes and jobs
slide31

Q

A

&

document management
Document Management
  • Attach to lists: Items, Chart of Accounts, Customers, Vendors
  • Attach to qualifying transactions even General Journal Entries
document management1
Document Management
  • Store receipts, statements and more online for easy sharing
  • Attach documents to QuickBooks list and most transaction types
  • Streamline collection of documents from clients
document management2
Document Management

Attach to most transactions

  • Click the white paperclip icon to add a source document
  • Click the green paperclip icon to open and view the stored attachment
add edit multiple list entries
Add/Edit Multiple List Entries

Use spreadsheet functionality to add or modify QuickBooks Lists

report center
Report Center
  • New! Carousel View, makes finding the report easy
  • New! Favorites section
  • New! Recently viewed reports section

What’s New

slide38

Q

A

&

section objectives
Section Objectives:

After this section, you should be able to:

Customize the Company Snapshot

Use the new Forms Customization

Simplify Email Marketing Campaigns

Learn about other new and improved features that will help you and your clients save money

company snapshot
Company Snapshot
  • Instant View, easy to read graphs and reports
  • Per user – per file Snapshot
  • Drill down into data
professional forms customization
Professional Forms Customization

Free – promote your business with professionally designed forms

  • Select from industry specific designs
  • Easily add your logo, or use a design service (fee applies) to create your logo
  • Apply the design to all QuickBooks forms
design a logo
Design a Logo

Intuit Creative Designs (fee applies)

http://intuit.99designs.com/

  • Need a logo design for your business, or website design?
  • Choose from dozens of logos created by multiple designers
intuit email marketing
Intuit Email Marketing
  • Effective way to stay connected with Customers
  • Drive repeat business and referrals
  • Uses QuickBooks data to recommend customers
  • Create customized, professional looking emails
  • http://marketingcenter.intuit.com/
  • Track the results
other improvements
Other Improvements
  • Clean Installation Process
  • Clean Up Company Data Utility
  • Electronically Print Signatures on checks
slide47

Q

A

&

section objectives1
Section Objectives:

After this section, you should be able to:

Take advantage of the many benefits of being a ProAdvisor

Explore new Payroll offerings to help you expand the services that you offer your clients

Use or recommend one of the many new payment processing solutions

Recommend the QuickBooks product that is best fit for your client

quickbooks proadvisor program
QuickBooks ProAdvisor Program
  • Benefits included for the annual fee of $449:
  • Nationally recognized as accounting professionals and business consultants
  • Premier Accountant 2010 – single user
  • Enterprise Solutions Accountant 10.0– single user
  • QuickBooks Online subscription
  • Unlimited technical support by U.S. based agents
  • Access to free certification courses
a la carte product offerings
A la Carte Product Offerings
  • Customize your ProAdvisor Membership:
  • Optional certifications to help you differentiate yourself at no additional charge.
  • Intuit QuickBooks Payroll Basic Assisted for your firm $99/year.
  • QuickBooks Premier Accountant 2010 – 3-user license for your firm $749
  • Additional single user license Premier Accountant $249.
  • Intuit QuickBooks Merchant Service – $69/year
  • QuickBooks Payroll Enhanced for Accountants - $150.

To name just a few of the offerings!

new ways to get certified
New Ways to Get Certified
  • Option 1: Take the Update Exam – You do not need CPE, short on time, already know the product
  • Option 2: Take the Non-CPE Exam – Skip right to exam for areas you already know. Best option if you are experienced but do not know “it all”, interested in learning
  • Option 3: Take the Full-CPE Exam – You need CPE credits. Improved for 2010 with optional hands-on simulations and video instructions

Choose an Option That Best Fits Your Needs!

locating a quickbooks expert
Locating a QuickBooks Expert
  • QuickBooks product menu links:
    • Help Menu
    • Easy Step Interview
    • Learning Center
  • Intuit websites

Intuit Promotes Finding You to the End User

  • Registration emails

to new users

  • Improved marketability

and profitability to you

find a proadvisor web listing
Find A ProAdvisor Web Listing

Prospects can easily find details about your skills and services

offering payroll services for my clients
Offering Payroll Services for My Clients

Intuit Online Payroll for Accounting Professionals

Offering online payroll solution(Formerly PayCycle)

  • Run payroll for clients anytime, anywhere
  • Direct deposit for employees as well as contractors
  • Employee website to view paystubs
  • Client-accessible website branded with accountant’s firm name
  • Electronic federal and state tax payments
  • Electronic filing of quarterly and annual forms
  • E-file of tax forms available.
offering payroll services for my clients1
Offering Payroll Services for My Clients

QuickBooks Payroll Enhanced For Accountants

For the Accountant when providing payroll services for multiple clients

  • Provide payroll services for up to 50 EIN’s
  • Prepare Client Ready professional payroll reports
  • Client or Accountant can makes tax payments and stay organized with Payroll Center
  • E-payment of tax payments available in QuickBooks
  • Accountant prepares signature ready state and federal tax forms.
  • E-file of tax forms available
recommending a payroll solution
Recommending a Payroll Solution

Intuit QuickBooks Payroll Assisted

Recommend when you or your client do not want to manage tax payments or form filings

  • Client prints paychecks at their office
  • Optional Direct Deposit (fee applies)
  • Intuit makes tax payments guaranteed on time and accurate
  • Intuit files all state & federal tax forms
  • Job costing & full payroll reports

Full Outsourced Payroll Service,

More Cost-Effective than ADP & Paychex

recommending a payroll solution1
Recommending a Payroll Solution

Intuit QuickBooks Payroll Enhanced

Recommend when your client does it all, with your oversight

  • Client prepares paychecks
  • QuickBooks accrues Workers Comp liability and costs
  • Client makes tax payments and stays organized with Payroll Center
  • E-payment of tax payments available in QuickBooks
  • Client prepares signature ready state and federal tax forms
  • E-file of tax forms available
recommending a payroll solution2
Recommending a Payroll Solution

Intuit QuickBooks Payroll Basic

Recommend when your client creates paychecks and tax payments but you do the tax filings.

  • QuickBooks automatically calculates additions and deductions for payroll checks
  • Payroll Center in QuickBooks makes managing payroll and tax payments easy
  • No state or federal forms available, accountant prepares using their payroll subscription
easier payment processing
Easier Payment Processing

Recommend Intuit Payment Solutions

  • NEW!Electronic Check Processing – scan checks, skip going to the bank
  • Credit Card Processing – no terminal required
  • NEW!eCheck Processing – accept checks over the phone
mobile payment solutions
Mobile Payment Solutions

GoPayment

  • Process credit card payments from your mobile phone
  • Get paid on the spot
  • Process any major credit card
  • Optionally swipe credit cards with a Bluetooth card reader

http://mobilepayment.intuit.com/

slide62

Q

A

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master program for accountants
Master Program for Accountants

QuickBooks Premier Accountant 2010

For Accountants to work with client’s files

  • Client Data Review tool - Improved for 2010!
  • Intuit Statement Writer – Improved for 2010!
  • Accountant tools, Fixed Asset Manager, Working Trial Balance
  • Use Accountant’s Copy to work with 2009 and 2010 client files (Premier, Pro, SS).
  • Toggle to any industry specific edition to teach or answer client questions.
master program for accountants1
Master Program for Accountants

QuickBooks Premier Accountant 2010

  • Client creates an Accountant’s Copy of their data for you to work in while they continue their day-to-day work
  • Set a “Dividing Date” so that period financials you are working on won’t be changed by the client
  • Other benefits of using Premier Accountant:
  • Track and bill your clients for your employees service time
  • Conveniently see reports in Debit and Credit format by default!
quickbooks product family
QuickBooks Product Family

QuickBooks Enterprise Solutions

  • Multi-user licenses5, 10, 15, 20,25 and 30!

Accountant 10.0

For Mid-to-Large accounting firms

  • Includes Free Intuit Statement Writer 2010
  • Significant savings over the years from not having to purchase multiple single licenses
  • Automatic upgrades to new version with Full Service Plan
  • All Enterprise Solutions features and benefits
quickbooks product family1
QuickBooks Product Family

QuickBooks Enterprise Solutions 10.0

  • Multi-user licenses, 5, 10, 15, 20, 25 and 30

For growingclients withunique businessneeds

  • Includes Free Intuit Statement Writer 2010
  • New for 2010!More custom, definable fields
  • New for 2010!Improved assembly functionality
  • Growing companies can stay with a software they are familiar with
  • Industry specific editions (like Premier) available
  • PLUS – all features of Premier!
quickbooks product family2
QuickBooks Product Family

QuickBooks Premier 2010

For clients who need industry specific tools

  • Industry specific: Accountant, Contractor, Nonprofit, Retail, Manufacturing & Wholesale
  • Advanced tools for purchase order and inventory
  • Easily track revenue, time and expenses by job
  • PLUS... All features of Pro!
  • Clients who need more than 5 concurrent users, greater list capacity and advanced reporting should consider Enterprise Solutions
quickbooks product family3
QuickBooks Product Family

QuickBooks Pro 2010

  • Multi-currency
  • Inventory and payroll
  • Quickly create invoices andreports
  • Downloads transactions from more than 3,000 financial institutions
  • PLUS – all features of Simple Start
  • Clients who need advancedinventory, forecasting orreporting capabilities shouldconsider Premier or EnterpriseSolutions.

For clients to organize their finances all in one place.

quickbooks product family4
QuickBooks Product Family

QuickBooks Simple Start2010

For clients with simple accounting needs.

  • Create professional looking invoices, estimates and sales receipts
  • Simplest way to track sales and expenses
  • Free Edition available, 20 customer limit
  • Clients who need inventory, online banking, multi user or Accountant Copy features should consider Pro
quickbooks product family5
QuickBooks Product Family

QuickBooks Online 2010

For Clients who need tomanage their finances anytime,anywhere.

  • You and your clients can access financial data from work, home or on the road
  • Full general ledger accounting and payroll
  • Provides automatic software updates, data backup and technical support
  • Clients who need advancedinventory, forecasting orreporting capabilities shouldconsider Premier or EnterpriseSolutions
quickbooks product family6
QuickBooks Product Family

QuickBooksforMac 2010

  • Your Premier Accountant software can work with Mac data
  • Prepare payroll easily
  • Download banking or credit card transactions
  • Integrated credit card processing

For clientswho prefer using a Mac operating system

  • Clients who need advancedinventory, forecasting orreporting capabilities shouldconsider Premier or EnterpriseSolutions.
quickbooks product family7
QuickBooks Product Family

QuickBooks Point of Sale

Whole retail business at your fingertips!

  • A solution for any size retail store:
    • Basic
    • Pro Multi-Store
    • Cash Register (for clients who need POS, but don’t need to track inventory).
  • Integrates with QuickBooks Financial software.
  • Manage up to 20 stores!
  • New! Quick-add items at POS
  • New! Customer Center
  • New! Scan coupons
course recap
Course Recap:

Use the new features in QuickBooks Premier Accountant 2010 that will save you time working with your client’s files – making your work more profitable

Use the new features in QuickBooks 2010 that will save you and your clients money

Take advantage of the new and improved offerings from Intuit to help you grow your practice

You should now be able to:

slide75

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A

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thanks for attending

South Florida QuickBooks

Thanks for Attending!

  • Please Remember:
    • Link to detailed course materials on your IntuitAcademy CD
    • You will receive an e-mail for the course evaluation

Mario Nowogrodzki, CPA/CITP & Mike Block, CPA

SOUTH FLORIDA QUICKBOOKS MEETUP GROUP

www.intuitclub.org