Expanding QuickBooks Online with Payments, Payroll, and Apps. Presented by: Bryce Forney, CPA

Transcription

1 Expanding QuickBooks Online with Payments, Payroll, and Apps Presented by: Bryce Forney, CPA

2 Bryce Forney, CPA In service to micro- businesses primarily in the San Francisco bay area Primary revenue sources include tax prep, financial statements, and business Paperless and virtual QuickBooks collector Member Intuit Trainer/Writer Network

3 CPE InformaBon How to receive CPE Credit: You must stay for the enbre webinar. We will provide a CPE Keyword during the webinar. Towards the end of the webinar, you will be prompted to enter the keyword CerBficates are e- mailed directly to you 3 weeks from today's training. Sent to the same address used to register for the training. IMPORTANT: Add accountant_training@intuit.com to your approved sender file and check your SPAM folder You must keep this copy for your records.

4 Course Materials Access to today s slides: hpp://bit.ly/expanding_qbo See link in Chat window!

5 Age ncrease of Apps ighlight Intuit Apps: Payroll & Payments xplore Apps.com potlight Popular Apps he Small Business Life Cycle pecial Offers for ProAdvisors

6 Leaning Yer azending this course you will be able to: Understand the need for integrated apps to help small businesses work efficiently IdenBfy Intuit s payroll & payment offerings that integrate with QuickBooks Online List available third party solu@ons that increase produc@vity Perform the process of adding an app to QuickBooks Online

7 ProliferaBon of App SMBs are using more apps to manage and grow their business Painful lack of between apps: points of data entry Errors in data Customer info in different places No ability to see consolidated view of customers profiles No of Business Apps used by QB Customers

8 And the pain is geyng worse ProliferaBon of App SMB app is increasing every year as they have easier access to try and use more apps SMBs want to shop in App Stores where they can find & try that are right for them Average # Apps used by SMBs

9 Enrich the QuickB Online Exper QuickBooks Ecosystem with Add- on Apps Bill.com Payroll & Payments Method TSheets SOS Inventory QuickBooks Online Pro Importer Avalara ZenCash Mavenlink

10 Payr QuickBooks Onli Click Turn On Payroll to sign up for payroll service

11 QuickBooks Online Pay Click Run payroll to start the process of paying employees

12 QuickBooks Online Payr

13 Intuit Online Pay Client Runs Payroll Accountant + Client Collaborate Intuit Does it for Client Op@ Intuit QuickBooks Online Payroll Intuit Online Payroll For Accountants Intuit Full Service Payroll heck or direct deposit Yes Yes Yes ert support Yes Yes Yes r- end W2 forms Yes Yes Yes & State payroll tax forms Bcally filled in Yes Yes Yes e accountant & client log- ins to he same account Yes Yes Yes es and pays taxes for you Yes enalbes, guaranteed Yes etup completed for you Yes

14 QuickBooks Payme Apply for a payments a in the Payments secb Company SeYngs

15 QuickBooks Payme

16 QuickBooks Payme

17 QuickBooks Payme

18 Intuit App Cen Apps.c

19 Manage your business Method C

20 Manage your payables and receivables Bill.c

21 Import Lists and/or Impo

22 Ava valara is a Gold Cer@fied Intuit Developer Calcula@ons both rates & taxability rules) ully completed returns. vatax sales tax calcula@ons are automa@cally applied o items in the es@mate and invoice. ul@ple Sales Tax Rates ntegrated With GoPayment

23 SOSInvent Robust inventory for QuickBooks Online Track inventory assemblies WIP Create sales orders and onvert them to QuickBooks nline invoices Value inventory using LIFO method Receive automated or SMS alerts when inventory ets low update inventory counts from QuickBooks Online invoices and sales receipts

24 Maven roject Management eam yncs with QuickBooks Items yncs with Google Docs mail Updates cheduling nvite Clients to ppcenter.intuit.com/ avenlink

25 Transform A/R into a disciplined, well groomed part of any company Zenc pherding Invoices from Unpaid to Paid ounts Receivable Dashboard al collec@ons in just a few clicks d beau@ful printed thank you cards l automa@on or a la carte eduling minder calls with your scripts lite AR specialists by

26 Time tracking socware you & your employees will love T- She exible, tracking & anagement amless data sync to QuickBooks mesheet approval reminders & quick proval process stomized PTO, permissions and access nngs

27 The Small Business Running Small Business in the Cloud Cy Acquiring Customers Managing Projects Managing Inventory Tracking Time and Expenses Paying Bills Getting Paid

28 Add an App to Q

29 QuickBooks ProAdvisor Program FREE! Resources to You Trans Sign up at proadvisor.intuit.com

30 Summ Yer azending this course you should be able to: nderstand the needs for integrated apps to help small usinesses work efficiently denbfy Intuit s payroll & payment offerings that integrate ith QuickBooks Online ist available third party solu@ons that increase roduc@vity erform the process of adding an app to QuickBooks nline

31 Sign up to be notified when registration opens:

32 Time to enter Keyw Get Ready to Enter the CPE Keyword provided during today s webinar. Don t Forget.CPE CerBficates: E- mailed directly to you within 14 business days from today's training You must keep this copy for your records

33 Thanks for Today! Next Steps Complete the Available in the chat of this Webinar Available via your thank you the Free ProAdvisor Program!