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Gearing up for 2013: 2012 QuickBooks Online changes recap

Gearing up for 2013: 2012 QuickBooks Online changes recap. January 8, 2013. Turn on recording. The basics. Today is about the features we released. Please give us feedback in product using the yellow Feedback button. We read it!

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Gearing up for 2013: 2012 QuickBooks Online changes recap

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  1. Gearing up for 2013: 2012 QuickBooks Online changes recap January 8, 2013

  2. Turn on recording

  3. The basics • Today is about the features we released. Please give us feedback in product using the yellow Feedback button. We read it! • This includes feedback hidden in questions like “Why don’t you turn the whole product green?” • Time for Q&A at the end. All Q&A will go through the questions window. Everyone is muted. • I will post this recording and my slides on the QuickBooks Online blog (blog.qbo.intuit.com) tomorrow

  4. Who is Jessica? • Product Manager, QuickBooks Online • With QBO for 1 year, with Intuit for 3 years • In Mountain View, CA • I love accountants! Me

  5. Summary • Downloaded transactions • Income List & Money Bar • Multiple sales tax rates • QuickBooks Online Accountant version • Improved conversion from QuickBooks Windows  Online • Some smaller improvements that make a big difference • Reporting • 1096 • Attachments to sales transactions

  6. Downloaded transactions • Advantages over Online Banking • View up to 100 transactions at a time (versus 6) • Ability to act on multiple transactions and then accept as a group • Readable bank description • Auto-categorization • Split downloaded transactions on the fly • Removal of auto-accept option (less mess!) • Sorting enables faster data processing • Exclude transactions (and view them later) • More financial institutions now supported (16,000!) • How to opt-in • Access points on Register and Online Banking page • Can switch back to Online Banking as many times as you want

  7. Opt-in to Downloaded Transactions from Register Access point in the Register and from Online Banking.

  8. Switching back to Online Banking

  9. Demo: Downloaded transactions

  10. Income List & Money Bar • Income List • All forms of income in one place • Easily filter and sort to get whatever info you need • Batch actions • Single actions recommend the right next step to users • Can customize the email sent to customers from this list • Money Bar • Helps clients understand the flow of money • Quickly filters the list to speed up work • Shows the most important numbers at a glance so you know exactly what you need to know

  11. Demo: Income List

  12. Multiple sales tax rates • What’s included • Much better reporting • Multiple tax rates available • Combined tax rates available • Sales Tax Center to manage taxes • Create new tax rates right from your sales forms • New method of recording tax payments (new construct: “Agency.” We setup payables account in Chart of Accounts; you can only record payments through the Sales Tax Center) • Works with cash or accrual accounting as well as government agencies, resellers, etc. (0% tax rate) • Key improvements since first release (will finish releasing Jan 18) • Default rate available • Can mark all new customers as taxable • Easily edit existing tax rates • Access to the old sales tax report

  13. Selecting your rate on a sales form

  14. Sales Tax Center This is where you can manage sales tax, see how much you owe, record tax payments, set up new rates, see recent payments, go to reports, and more

  15. New Sales Tax Liability Report

  16. QuickBooks Online Accountant • What it is • Additional functionality on top of your client’s company • Your own QuickBooks Online company included free • One login to access all of your clients’ books through the handy client list • Pricing • Free if you’re a proadvisor or have at least 1 client (otherwise you wouldn’t need it!) • How to get it • Your client adds you as an Accountant user • Accountant.intuit.com QuickBooks Online Accountant  Sign up • Also find all of the details here! • Special features • Batch reclassify • Undo reconcile • Batch write off invoices • Adjusting JE’s • Voided/deleted transactions report • Adjusted trial balance • Easier access to your favorite features • And more!! • Today, I’ll show you a couple features…go try it to see more!

  17. Demo: QBOA

  18. Converting clients from QB Windows to QB Online • From “I need Active X and Internet Explorer and this could take up to 48 hours” to “3 clicks in 3 minutes or less!” • Available for the 4 latest versions of QuickBooks (2013, 2012, 2011, and 2010) by the 20th • Lets users know what features they’ll miss when they convert • Users don’t need to do the research anymore • As always, nothing happens to your QB file when you import it into QBO. Your QB file remains unchanged.

  19. How to access the new QB Windows  QBO flow

  20. Small reports improvements

  21. Report basis at top of screen Just on the report page—does not print or export with the report

  22. Deleting shared report for all users

  23. Reconciliation report showing uncleared items

  24. Tax form 1096 printing

  25. Attachments—income forms only

  26. Thank you! Questions? Please fill out the short survey we send you tomorrow! Happy New Year! Note: we will discontinue this webinar through tax season and will chat with you again in May!

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