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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 ... – PowerPoint PPT presentation

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Learn more at: http://www.quicken.co.nz


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Title: 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
  • QuickBooks
  • 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
  • Web-based application
  • No QuickBooks installation or software upgrade
  • Minimum software requirements (XP/Vista/7 and a
    browser (IE, Firefox, Chrome)
  • Reduce your IT burden
  • Minimal bandwidth required (256k broadband is
  • No need to backup (Company data files held at
    Reckons 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
  • 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
  • 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 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
  • Know QuickBooks? Know QuickBooks Online with no
  • 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)
  • Reckon Professional Partners have free access

Lets take a look
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

Lets take a look
Managing your clients for QuickBooks Online
  • Client Provisioning
  • www.quickbooksonline.co.nz
  • Provision existing clients and their company
  • Sign up new users and receive commission
  • Renew users to QuickBooks Online and receive
  • View your commission

Lets 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

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