QBO vs. QB Desktop Ever see a turtle on a fence post and wonder how it go up there?

Presenter: Stacy Kildal Certified QuickBooks Advanced ProAdvisor Certified QuickBooks Enterprise Solutions 6 Years teaching QuickBooks nationally to end users and accountants/consultants Charter Member, Intuit Trainer/Writer Network (TWN) CPB, Certified Professional Bookkeeper Co-Host, Radio Free QuickBooks Waterford, Michigan

Presenter Woody Adams is an Intuit Product Specialist, Certified ProAdvisor, Enterprise and Point of Sale Certified, and co-host of Radio Free QuickBooks.

Another QB Resource 4

39% QuickBooks Desktop QuickBooks Online Of our new QuickBooks users start online D

Announcements New Geographies From 3 to ~150 Countries

New Data Centers 7

Let’s Recap! Why QuickBooks Online? What are The Benefits? No IT Guy Wider Geography Served No Data Backups Secure Always on Access Affordable Easy Collaboration Stress Free Data Sharing Work Anywhere! Reporting at Your Fingertips Reduce Data Entry Save Time Focus on Planning & Analysis Integrated Solutions Specific Tools Built to Help Support Add Ons to Help Enrich & Grow

QuickBooks Online vs. QuickBooks Desktop QuickBooks Online has several advantages over desktop editions: Navigation – Multiple tabs support dual monitors Invoice/Sales Receipt Automation Delayed customer charges/billing Anywhere, anytime access No software to backup or upgrade No need for transferring data via Accountant’s Copy files Automatic reporting Low cost solution for non-traditional offices – no need for pricey hosting services or multiple user licenses Unlimited report reader and time tracker users Income List/Money Bar Downloaded Transactions More than One AR/AP per JE

QuickBooks Online as a Leader Integrated payroll & inventory Integrated Merchant Services (with Mobile Payments & Sales Tax) Built in Time Tracking Automatic reporting Income List for managing workflow Unlimited report reader and time tracker users The world is moving to the cloud (whether we like it or not!) QuickBooks Online has the tools to enable us to get there

QBDT vs. QBO 11 QuickBooks Desktop has several advantages over QBO that are important to consider: Sales Orders Tracking Current Availability Build Assemblies Average cost inventory valuation Estimate to Actual Detail reporting—even by line item/payroll Change orders on estimates Price levels, Billing Rate levels Progress Billing/Invoicing/Partial Receiving Unit of Measure Multi-currency Attaching documents to forms

Announcements Recent QBO Improvements Ongoing: Performance & uptime improvements (99.9% over the last 6 months) March: personalized s March: convert estimate to invoice March: IPN integration w/ statements March: new homepage May: improved reports navigation May: improved my-account page July: Simplified Downloaded Transactions July: Money Progress Bar Just Released Today:Performance Improvements (most pages load in <2 seconds) Today: From 5,000 FIs, to now supporting 12,500 FIs Today: Multiple sales tax rates, and new sales tax reporting (#1 Accountant request) Coming Soon 1096 in QBO Simple 3 click and 3 minute migration from desktop to QBO… Simple trial Online Banking will support 18,000 FIs

QBO Certification for ProAdvisors 13 QBO Cert Goes Live Monday, 10/29

14 QuickBooks Online QBOA Transaction Pro Importer Avalara SOS Inventory Mavenlink Method CRM The QuickBooks Online EcoSystem