Selecting and Connecting Apps to the QBO Ecosystem

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1 #SNH16

2 Selecting and Connecting Apps to the QBO Ecosystem Written & Presented by: Stacy Kidal #SNH16

3 Attending this Breakout session for the full 100 minutes entitles you to 2 hours of CPE. Please be sure you check in to the session using the mobile app or, if you cannot use the app, sign one of the sign-in sheets in the back of the classroom. Thank you! #SNH16

4 STACY KILDAL CERTIFIED QUICKBOOKS ADVANCED PROADVISOR Creator, StacyKAcademy.com QuickBooks Online & Desktop Advanced Certified ProAdvisor First ProAdvisor to get QBO Certified Writer/Reviewer of QuickBooks Online (QBO) training material for US, Canada, Singapore, Australia & UK Principal, Kildal Services LLC Co-Host & Co-Founder of AppasaurusRex.com White Lake, Michigan

5 Learning Objectives After this session, you will: Be able to define third party apps Understand how apps sync with QuickBooks Online & each other Be able to identify which apps will benefit you and your clients Be able to develop best practices for testing and learning new apps

6 #SNH16

7 WHAT IS AN APP? APP is short for application. An application runs within an operating system or a platform. For Example: ios is the operating system that iphones and ipads use. AngryBirds is an application (app)

8 WHAT IS AN APP? Traditionally speaking, QuickBooks is an application. Accounting Software. QuickBooks Online is both an accounting application and an operating system/platform

9 WHAT IS AN APP? QuickBooks Online has an open and free API, which in a nutshell allows 3 rd party programmers to create applications that can read and/or write data in and out of QuickBooks Online.

10 BENEFITS OF APPS? Reduce Data Entry Automatic updates Import only when needed Manage from anywhere Separation of duties

11 WHY APPS? TO HELP RUN EVERY PART OF A BUSINESS IN THE CLOUD AND CREATE AN ECOSYSTEM 1. Sales and Marketing - Acquire and Manage Customers 2. Productivity - Do the Work 3. Operations - Run the Business 4. Finance and Accounting - Manage My Business

12 Financial Management Is at the Center of the Small Business Cloud The average small business owner is online for four hours a day. Top activities are: 65% Bookkeeping and accounting 65% Generating invoices and / or accepting payments 58% Managing existing customer relationships

13 The Appification of Small Business Tools Is Set for Rapid Growth Top attributes that small business owners look for in mobile apps Over 2/3 of small business owners want to see apps created to help stay organized by better managing the back office.

14 Mobile Apps are an Increasingly Important Small Business Tool Top attributes that small business owners look for in mobile apps 43% use a smartphone as the primary device to run their operations 43% want apps to save time and money by automating work they otherwise would have to do

15 Small Businesses Expect Their Solutions to Work Seamlessly Together Top attributes that small business owners look for in mobile apps 4 in 5 business owners agree that it is important for different software solutions to work seamlessly together

16 The Average Small Business Uses 18 Apps Increasingly mobile Always on Multiple devices

17 #SNH16

18 FINDING APPS From within QBO from the left hand navigation bar

19 FINDING APPS From Apps.com

20 FINDING APPS Search Box

21 FINDING APPS Categories

22 FINDING APPS Industries

23 Examples of Apps

24 CONNECTING APPS #SNH16

25 Connecting Apps

26 Connecting Apps

27 Best Practices Set up SafetyNet Create a backup Connect new app Don t like it? Restore your backup from SafetyNet!

28 Best Practices Sign up directly through the developer site Test without syncing to QBO

29 Best Practices Sign up for a QBO Trial account Convert a Sample file, or enter a few bits of data Sync app to trial

30 Best Practices Set up a static account that you can use indefinitely Add via Wholesale Billing to reduce your cost

31 Using Multiple Apps Create a proposal Accept the proposal Create the invoice 5 Review invoice and payment 6 Create shipment order 8 9 Ship Data Expenses Submit expenses (gas) Approve expenses 11 Analyze the business with P&L and cash flow reports Invoice Paid Invoice Pmnt Info Reporting Data 4 Receive payment 7 Adjust inventory 10

32 Using Multiple Apps Order products Track inventory Sell products Pay employees Pay bills 1 2 Orders Invoices 5 4 Ship Data Paid orders 6 Employee 3 shifts New sales and Orders 7 Payroll 8 Bills 9 Expense Data

33 Learning Objectives You should now: Be able to define third party apps Understand how apps sync with QuickBooks Online & each other Be able to identify which apps will benefit you and your clients Be able to develop best practices for testing and learning new apps

34 We sincerely appreciate your taking time to complete your session evaluation. Our goal is to provide you with the very best training possible and your feedback can help us achieve that goal. Thank you! #SNH16

35 QUESTIONS? #SNH16