The fun technology automating accounting today Deborah Defer, Managing Director Business Services, Outsourcing BDO USA LLP @deborahdefer 11/15/17 #QBConnect | WiFi: QBConnect Password not required

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CPE In order to receive CPE credit CPE Process Credit Be sure to sign in or scan your badge for this session You must stay in the session for the duration of the training This session is eligible for 1 hours of CPE CPE certificates are emailed directly to you within 2 weeks of the conference date to the same email address you used to register CPE credit administered in coordination with

About today’s speaker Deborah Defer Advanced Certified in QuickBooks Online and QuickBooks Desktop Intuit’s VIP 40 Intuit’s Trainer Writer Network Woodard Group Co-Leader Akron, OH Selected to the 2015 Top 100 ProAdvisors by Intuitive Accountant Selected in the Top 10 ProAdvisors 2015 by Intuitive Accountant Selected to the 2016 Top 100 ProAdvisors by Intuitive Accountant Certified Bill.com Certified Neat Certified T-Sheets Pro Certified SOS Inventory Deborah Defer Managing Director, BDO USA LLP

The Fun Technology QuickBooks Online 3rd Party Applications Bdodrive Tech Stack This is a sample AGENDA using the Agenda layout. Placeholder text boxes that appear as part of the selected layout have predefined fonts, sizes and colors. To change the appearance of any line of text, on the Home tab, in the Paragraph group, click Increase Indent or Decrease Indent. The selected text will reformat to the predefined size according to its indent level. Note: Any changes to the color, size, spacing or font in the placeholder text box will break its connection to the Master style. It will no longer automatically conform when switching between layouts or when imported into another presentation.

The Technology

QuickBooks Online QuickBooks Online Accountant-take advantage of this amazing tool Client List Team My Books Brief Case

Best practices and navigating tips Google Chrome is preferred browser Clear cache & cookies regularly Tabbed browsing for multiple windows opened Bookmark bar for one click icon bar Access multiple companies simultaneously via multiple Chrome users, browsers or incognito DEMO (show tabbed browsing, bookmark bar, Chrome users) Video: http://bit.ly/QBOTips

Control + Alt + ? for list of shortcuts Date shortcuts Keyboard shortcuts Control + Alt + ? for list of shortcuts Date shortcuts Quick calculations DEMO (show shortcuts)

My favorites in QuickBooks vs. Desktop Automatic / Recurring invoices Automatic emailing reports Bank rules / auto posting Duplicate tabs on Chrome Service dates on invoices

Receipt bank Optical Character Recognition (OCR).

Bill.com Payables or Receivables- help improve the company cash flow and keeping vendors satisfied.

Expensify Having the ability to utilize OCR capabilities, handle parent/child credit card accounts, and develop approval processes

T-Sheets Time Tracking and Scheduling

SOS Inventory Tracking Inventory-Sales Orders to Purchase Orders with a seamless integration to QBO

Xtra-Chef OCR capabilities for receiving and tracking goods

Knowify Job Costing and Projects

Qvinci Accountant Dashboard – Financial Reporting, Benchmarking, and Consolidations

Ultimate solution - workflow

Questions?