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Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
Introduction to the NEW QuickBooks Online
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Introduction to the NEW QuickBooks Online

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QuickBooks Online recently released a new design and interface. Whether you are new or old to the system, we have a 30 minute webinar that will give you a quick guide to navigate in the program and …

QuickBooks Online recently released a new design and interface. Whether you are new or old to the system, we have a 30 minute webinar that will give you a quick guide to navigate in the program and highlight some of its best features. To sign up for our webinars, please visit our training page: http://iconisgroup.com/training/

Published in: Business, Economy & Finance
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  • 1. QUICKBOOKS ONLINE Introduction to the New Interface
  • 2. About Go To Webinar
  • 3. About our Speaker Cathy Iconis, CPA CEO + Client Finance Director • Founder of Iconis Group, LLC • Certified QuickBooks ProAdvisor • Certified QuickBooks Online • 2011-2013 Intuit Accountant Council Member • CPA Practice Advisor 40 Under 40 Honoree in 2010, 2011, and 2013 • Social Media Junkie • LinkedIn’s QuickBooks Online User Group founder • Weekly host of QuickBooks Online tweet chat
  • 4. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports • You can always take a test drive of the new version by going to: https://qbo.intuit.com/redir/testdrive
  • 5. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  • 6. Businesses Moving to the Cloud The National Small Business Association released the 2013 Small Business Technology Survey with some great statistics! • 84% of small-business owners use a laptop • 74% of small-business owners use a smart phone • 60% of small-business owners allow telecommuting • 43% of small-business owners utilize cloud computing this was just 5% in 2010
  • 7. Why Use QuickBooks Online? • Clients can work anywhere & anytime – AND so can you! • Time savings with no more file transfers • Cut IT costs What makes QBO standout? • Automated invoicing • Detailed activity log • Automatic email reporting • Unlimited time entry users • Bank transactions download automatically nightly • QBO has class AND location tracking • Multiple budgets per fiscal year • Multiple A/R & A/P entries in journal entries
  • 8. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  • 9. The Different QBO Subscriptions Simple Start Essentials Plus Price $12.95 $26.95 $39.95 Users 1 3 5 20+ 40+ 65+ Unlimited Estimates & Invoices X X X Download Transactions X X X 2 Accountant Users X X X X X Built-in Reports Manage Bills & Pay Later Use Purchase Orders X Track Inventory X Prepare 1099s X Track time & expenses by customer X Use class tracking X
  • 10. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  • 11. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  • 12. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  • 13. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  • 14. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  • 15. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  • 16. Q&A We provide personal training for just $75 per each half hour increment. Email us at info@iconisgroup.com to schedule an online meeting.

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