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November accountant release webinar

November accountant release webinar. November 6, 2012. Turn on recording. The basics. Features release November 15 for some customers and November 27 for the rest. This allows for testing and verification (and Thanksgiving!)

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November accountant release webinar

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  1. November accountant release webinar November 6, 2012

  2. Turn on recording

  3. The basics • Features release November 15 for some customers and November 27 for the rest. This allows for testing and verification (and Thanksgiving!) • Today is about new features. Please give us feedback in product using the yellow Feedback button. We read it! • Time for Q&A at the end. All Q&A will go through the questions window. Everyone is muted.

  4. Who is Jessica? • Product Manager, QuickBooks Online • With QBO for 1 year, with Intuit for 3 years • In Mountain View, CA • I love accountants! Me

  5. November webinar theme: you asked, we listened! Summary • Expanded list of financial institutions (from 6,000 to 18,000) • Reports enhancements • 1096 • Attachments on income forms • QuickBooks Online Accountant version

  6. Reports enhancements: what and why

  7. Report basis at top of screen Just on the report page—does not print or export with the report

  8. Deleting shared report for all users

  9. Tax form 1096 printing

  10. Attachments—income forms only

  11. QuickBooks Online Accountant • What it is • Additional functionality on top of your client’s company • Your own QuickBooks Online company included free • One login to access all of your clients’ books through the handy client list • Pricing • Free if you’re a proadvisor or have at least 1 client (otherwise you wouldn’t need it!) • How to get it • Your client adds you as an Accountant user • Accountant.intuit.com QuickBooks Online Accountant  Sign up • Also find all of the details here! • Special features • Batch reclassify • Undo reconcile • Batch write off invoices • Adjusting JE’s • Voided/deleted transactions report • Adjusted trial balance • Easier access to your favorite features • And more!! • Today, I’ll show you a couple features…go try it to see more!

  12. Thank you! Questions?

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