QUICKBOOKS TUTORIAL ONLINE HOW TO
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Getting Started is straight forward and in your hand out we take you through the basic steps to set-up for first client.

QuickBooks Accountant is the product that our accountant partners use to get easy access to all of their clients etc etc and that is what we will be focussed on during the training today.

What is QuickBooks / QuickBooks Accountant? - Please ensure you draw out the difference between the two products nice and clearly.

? Summarise but do not dwell and point to details in their pack.

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The cloud is all about ‘Access to Real Time Information’ - Always up to date ‘Access from Anywhere’ - Phone, Tablet & PC – Anywhere internet is available ‘Collaboration’ (both parties looking/working at the same info at the same time – whether that is client / Accountant or multi-site accountant working) No Software updates or additional infrastructure. Please ensure you draw out the difference between the two products nice and clearly.

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Through the QuickBooks Accountant portal you have full visibility of the all your clients & Being in the cloud allows you to easily collaborate.

What is QuickBooks / QuickBooks Accountant? Powerful Bookeeping software for business and accountants Interactive for Business and robust for accounts Allows you clients to focus on running their business even on the go – allowing you to help keep them compliant.

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TV ad campaign through til mid-2017 Driving huge amounts of SMB‘s to download the QuickBooks Online App - and ultimately they will all need an accountant/bookkeeper – That is why there has been huge investment in UK based support, to serve the growing UK client base.

Who are Intuit? We’re a large global company who have been around for a long time, have over 1.5m QuckBooks Online subsribers worldwide, have a lot of money behind us – and, therefore, we ain’t going anywhere anytime soon! The UK is the HQ for expansion plans in to Europe and beyond.

We will signpost to training at the end of the session. Ensure the participants are aware this is an overview and is not training on QBO. Make sure it is on SILENT or, ideally, turned OFF Facilitator to work through the housekeeping announcements: Location of tea and coffee breaks Directions to the bathrooms Exit for fire alarms You will need to verify the above with reception/administration of the location that you are at Mobile phone use policy (reserve for breaks and lunchtime).

This slide is for public classroom sessions For bespoke classroom sessions they should know the fire drill rules, where the loos are etc.

The QuickBooks Connect 2017 Conference App

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Understand how to tackle tricky transactions Get top tricks and tips from expert trainers Learn complex conversion & specialist set-ups QuickBooks Accountant Advanced Certification Gives you a chance to explore & practice key What do we mean by ‘ecosystem’ and ‘apps?Ĭonvert Clients & their data - Identify your

SMB’s using on a regular basis – you need to know it to! QuickBooks Accountant is your accounting ‘smartphone’Įxtend the capability of the QuickBooks Online platform Think of your smartphone…what do you use it for? …but it will be your platform for everything! Accountants – easily switch between clients.Snap receipts, take pictures to attach and obtain.

Great functionality including bank feeds.

Management Information for all clients in the same placeĪ way for you to manage your own business No more borders / barriers to where / when you do businessĪ powerful dashboard giving you real-time reporting and View / enter / edit information wherever you or your clients are Get paid faster – GoCardless & Paypal Integration Real time information to run their business on the go! Lets them focus on their business – not on their books! Significant UK growth – just passed 100K QBO paying companies! World class support from a team specially trained to help accountants US based, global reach, ‘local’ investment Over 1.8m online subscribers worldwide (plus a massive installed DT base)

Accessing training and the world of Apps.Ī global company with a ’start-up’ mentality.

Introduce you to the resources for accountants Show the functionality your clients will love Specialising in QuickBooks training, integration and configuration.Īn Introduction to Intuit makers of QuickBooksĪn overview of the functionality of QuickBooks Online Training consultant with Intuit UK for 5 years with desktop & online team Owner of BCAMS Accounting & Finance PracticeĬertified QuickBooks desktop & QuickBooks Online Advanced Proadvisor

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WiFi: QBConnect No password required#QBConnect

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