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 highlight some of its best features. To sign up for our webinars, please visit our training page: http://iconisgroup.com/training/

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Introduction to the NEW QuickBooks Online

  1. 1. QUICKBOOKS ONLINE Introduction to the New Interface
  2. 2. About Go To Webinar
  3. 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. 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. 5. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  6. 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. 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. 8. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  9. 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. 10. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  11. 11. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  12. 12. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  13. 13. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  14. 14. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  15. 15. Agenda • Why people are using QuickBooks Online? • Understanding the different versions • Homepage Elements • Preferences • Transactions • Customers • Vendors • Reports
  16. 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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