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QBO vs. QB Desktop

QBO vs. QB Desktop. Ever see a turtle on a fence post and wonder how it go up there?. Presenter: Stacy Kildal. Certified QuickBooks Advanced ProAdvisor Certified QuickBooks Enterprise Solutions 6 Years teaching QuickBooks nationally to end users and accountants/consultants

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QBO vs. QB Desktop

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  1. QBO vs. QB Desktop Ever see a turtle on a fence post and wonder how it go up there?

  2. Presenter: Stacy Kildal • Certified QuickBooks Advanced ProAdvisor • Certified QuickBooks Enterprise Solutions • 6 Years teaching QuickBooks nationally to end users and accountants/consultants • Charter Member, Intuit Trainer/Writer Network (TWN) • CPB, Certified Professional Bookkeeper • Co-Host, Radio Free QuickBooks Waterford, Michigan www.KildalServices.com www.RadioFreeQB.com

  3. Presenter Woody Adams is an Intuit Product Specialist, Certified ProAdvisor, Enterprise and Point of Sale Certified, and co-host of Radio Free QuickBooks.

  4. Another QB Resource

  5. D Of our new QuickBooks users start online 39% QuickBooks Online QuickBooks Desktop

  6. Announcements New Geographies From 3 to ~150 Countries

  7. New Data Centers

  8. Let’s Recap!Why QuickBooks Online? What are The Benefits? • Work Anywhere! • Reporting at Your Fingertips • Reduce Data Entry • Save Time • Focus on Planning & Analysis • Integrated Solutions • Specific Tools Built to Help Support • Add Ons to Help Enrich & Grow • No IT Guy • Wider Geography Served • No Data Backups • Secure • Always on Access • Affordable • Easy Collaboration • Stress Free Data Sharing

  9. QuickBooks Online vs. QuickBooks Desktop QuickBooks Online has several advantages over desktop editions: • Navigation • Multiple tabs support dual monitors • Invoice/Sales Receipt Automation • Delayed customer charges/billing • Anywhere, anytime access • No software to backup or upgrade • No need for transferring data via Accountant’s Copy files • Automatic email reporting • Low cost solution for non-traditional offices – no need for pricey hosting services or multiple user licenses • Unlimited report reader and time tracker users • Income List/Money Bar • Downloaded Transactions • More than One AR/AP per JE

  10. QuickBooks Online as a Leader The world is moving to the cloud (whether we like it or not!) QuickBooks Online has the tools to enable us to get there • Integrated payroll & inventory • Integrated Merchant Services (with Mobile Payments & Sales Tax) • Built in Time Tracking • Automatic email reporting • Income List for managing workflow • Unlimited report reader and time tracker users

  11. QBDT vs. QBO QuickBooks Desktop has several advantages over QBO that are important to consider: • Sales Orders • Tracking Current Availability • Build Assemblies • Average cost inventory valuation • Estimate to Actual Detail reporting—even by line item/payroll • Change orders on estimates • Price levels, Billing Rate levels • Progress Billing/Invoicing/Partial Receiving • Unit of Measure • Multi-currency • Attaching documents to forms

  12. Announcements Recent QBO Improvements Ongoing: Performance & uptime improvements (99.9% over the last 6 months) March: personalized emails March: convert estimate to invoice March: IPN integration w/ statements March: new homepage May: improved reports navigation May: improved my-account page July: Simplified Downloaded Transactions July: Money Progress Bar Just Released Today: Performance Improvements (most pages load in <2 seconds) Today: From 5,000 FIs, to now supporting 12,500 FIs Today: Multiple sales tax rates, and new sales tax reporting (#1 Accountant request) Coming Soon 1096 in QBO Simple 3 click and 3 minute migration from desktop to QBO… Simple trial Online Banking will support 18,000 FIs

  13. QBO Certification for ProAdvisors QBO Cert Goes Live Monday, 10/29 13

  14. The QuickBooks Online EcoSystem

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