Transcript QuickBooks Online

QuickBooks Online
Gavin Dixon
QuickBooks Online
• Features Overview
• Benefits for you
• Client benefits and the cost
• Signing up and managing your clients
• Upcoming releases
• Questions
Features and benefits
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QuickBooks
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Web-based application
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Reduce your IT burden
– Know QuickBooks? You know QuickBooks Online
– Simple user interface, nothing is more than 2 clicks away
– All the functionality of QuickBooks Enterprise with up to 200 users per coy
file
– Extensive user role-based security in QB Enterprise allows you to control
what your users can see and do
– No QuickBooks installation or software upgrade required
– Minimum software requirements (XP/Vista/7 and a browser (IE, Firefox,
Chrome)
– Minimal bandwidth required (256k broadband is fine)
– No need to backup (Company data files held at Reckon’s Class A Data
Centre)
Security and accessibility
• Secured in a Class A Data Centre (in Sydney)
– Mirrored servers for redundancy
– Access limited through a secure login to see only your clients’ data files
• Accessibility
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24 hours a day, 7 days a week
Login from anywhere in the world
Print to all your local printers
Supports email, export to Word/Excel, Online Banking
Download your data file to your desktop* and re-upload the new version
when suitable (you are not locked in to the service)
* Requires having a desktop version of QuickBooks Enterprise installed
Benefits for you
QuickBooks Online is FREE*
* For the first 3 business users
• Receive standard commissions p.a. for each client you sign up using
QuickBooks Online as per Reckon Professional Partner terms
• Secure access to all of your clients’ files
– From anywhere in the world
– At anytime of the day or night
– Solve client questions with out the travel
• Accountant and Bookkeeper can have access to the same client
Benefits for you
• Additional benefits include:
– Saving a copy to your desktop to work on
– Ability to work on live client files
– For non accountants, complete a workflow for your client
• Client to bookkeeper to accountant, all with the use of QuickBooks Online
• Collaborate and share files by incorporating Reckon Tools Online Backup
– Ability to setup and manage your clients’ accounts and files
• Receive commission (25% ) on signing up or (15%) on renewing users
• View your commissions
Client benefits and the cost
Benefits
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Know QuickBooks? Know QuickBooks Online with no hassle
No need to find time for QuickBooks installation and upgrade
Reduces the burden to backup
Allow up to 200 concurrent users accessing the same company file from
anywhere in the world
– Each user can have as many company data files as desired for no extra
cost
– Authorise accountants/tax agents to have access to their company files
– Download your data file and use with desktop QuickBooks version
Costs
– Per business user pricing
– $299 (inc GST) per user, per annum ($29.95 per user/per month after 1st
year inc. GST)
Let’s take a look
– Reckon Professional Partners have free access
Signing up for QuickBooks Online
www.quickbooksonline.co.nz
– All the functions required to manage your business in one place
– Add users, add company files, reset passwords
Let’s take a look
Managing your clients for QuickBooks Online
Client Provisioning
www.quickbooksonline.co.nz
– Provision existing clients and their company files
– Sign up new users and receive commission
– Renew users to QuickBooks Online and receive commission
– View your commission
Let’s take a look
Upcoming releases
May/June
– QuickBooks Online 2010/11 Release
– Retail release
July
– Aust Tax Table update
Beyond July
– Mac, iPad & iPhone support
– Other enhancements to be announced such as:
• Improved online banking, 3rd party application support, SBR
Questions