Expanding QuickBooks Online with Payments, Payroll, and Apps Presented by: Bryce Forney, CPA
Bryce Forney, CPA www.forneycpa.com In service to micro- businesses primarily in the San Francisco bay area Primary revenue sources include tax prep, financial statements, and business valua@ons Paperless and virtual QuickBooks Cer@fica@on collector Member Intuit Trainer/Writer Network
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 email address used to register for the training. IMPORTANT: Add accountant_training@intuit.com to your approved email sender file and check your SPAM folder You must keep this copy for your records.
Course Materials Access to today s slides: hpp://bit.ly/expanding_qbo See link in Chat window!
Age ncrease Adop@on of Apps ighlight Intuit Apps: Payroll & Payments xplore Apps.com potlight Popular Apps he Small Business Life Cycle pecial Offers for ProAdvisors
Leaning Objec@ 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
ProliferaBon of App SMBs are using more apps to manage and grow their business Painful lack of integra@on between apps: Mul@ple points of data entry Errors in data reconcilia@on Customer info in different places No ability to see consolidated view of customers profiles No separa@on of du@es Business Apps used by QB Customers
And the pain is geyng worse ProliferaBon of App SMB app adop@on 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 mul@ple solu@ons that are right for them Average # Apps used by SMBs 6 9 1.5 2 4 2011 2012 2013 2014 2015
Enrich the QuickB Online Exper QuickBooks Ecosystem with Add- on Apps Bill.com Payroll & Payments Method TSheets SOS Inventory QuickBooks Online Transac@on Pro Importer Avalara ZenCash Mavenlink
Payr QuickBooks Onli Click Turn On Payroll to sign up for payroll service
QuickBooks Online Pay Click Run payroll to start the process of paying employees
QuickBooks Online Payr
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
QuickBooks Payme Apply for a payments a in the Payments secb Company SeYngs
QuickBooks Payme
QuickBooks Payme
QuickBooks Payme
Intuit App Cen Apps.c
Manage your business rela@onships Method C
Manage your payables and receivables Bill.c
Transac@on Import Lists and/or Transac@ons Impo
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
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 email or SMS alerts when inventory ets low Automa@cally update inventory counts from QuickBooks Online invoices and sales receipts
Maven roject Management eam Collabora@on yncs with QuickBooks Items yncs with Google Docs mail Updates cheduling nvite Clients to Par@cipate ppcenter.intuit.com/ avenlink
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
Time tracking socware you & your employees will love T- She exible, mobile @me tracking & anagement amless data sync to QuickBooks mesheet approval reminders & quick proval process stomized PTO, permissions and access nngs
The Small Business Running Small Business in the Cloud Cy Acquiring Customers Managing Projects Managing Inventory Tracking Time and Expenses Paying Bills Getting Paid
Add an App to Q
QuickBooks ProAdvisor Program FREE! Resources to You Trans Sign up at proadvisor.intuit.com
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
Sign up to be notified when registration opens: www.qbcon2015.com
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
Thanks for Par@cipa@ng Today! Next Steps Complete the Evalua@on: Available in the chat sec@on of this Webinar Available via your thank you email U@lize the Free ProAdvisor Program!