QuickBooks, hosted by Reckon Online Catie Cotcher

Session Outline Why is it now QuickBooks, hosted by Reckon Online? Features and Benefits New for QuickBooks Hosted 2011/12 Reckon Online Provisioning Upcoming enhancements to Reckon Online Questions

QuickBooks, hosted by

Features and Benefits QuickBooks, hosted by Reckon Online™ –Do your clients know QuickBooks? If so they know QuickBooks, hosted –All the functionality of QuickBooks Enterprise with up to 200 users –Simple user interface, nothing is more than 2 clicks away Secured in External Data Centre (Sydney) –Mirrored servers for redundancy –UPS –Diesel Generators –Greater Physical Security –Dual 1GB internet connection with automatic failover –North Sydney office as the Disaster Recovery Site

Features and Benefits continued Web-based application –No QuickBooks installation or software upgrade required –Minimum software requirements Windows OS: XP SP3, Vista SP2 & 7 Browsers: Internet Explorer, Chrome and Firefox Accessibility –24 hours a day, 7 days a week –Login from anywhere in the world –Accountants/tax agents to have access to client’s live company files –Download your data file to your desktop* and re-upload the updated file when suitable (you are not locked in to the service) * Requires having a desktop version of QuickBooks Enterprise installed

Features and Benefits QuickBooks, hosted by Reckon Online will support Apple Mac for the first time in 2011/12 –Utilising Citrix XenApp technology –Works with Safari We will see support for Android, iPad, iPhone and Blackberry devices –Need to download the Citrix receiver from your relevant app store The Citrix technology allows for easy setup and high speed Only available in Premium Service

New for QuickBooks Hosted 2011/12 Industry functionality –Accountants Edition features Working Trial Balance All industry reports –Contractor Edition features Change orders Item availability Billing rate levels New clustered solution using Windows Server 2008 R2 –Automatic reconnection if you lose your session –Increase load balance performance –Increased speed performance All the new features seen in the QuickBooks 2011/12 New Features presentation

Reckon Online Provisioning Provisioning is our term for adding, removing and managing users on the Reckon Online service Service types: –Standard –Premium Provisioning types: –New customers –Existing customers –Partners –Renewal Product type: –QuickBooks, hosted –CashBook Online

Provisioning types New customer provisioning –New Reckon customer (no Customer ID or PIN) –Signup process requires customer contact details –Annual payment required Existing customer provisioning –Existing Reckon customer (Customer ID and PIN) –Contact details populated based on existing information –Annual payment required

Provisioning types continued Partner provisioning –Signup using existing Reckon Professional Partner ID (Customer ID and PIN) –Contact details populated based on existing information –Free signup for the first three users –Ability to add and manage clients including payments –Reseller margins/commissions on new sales and renewals Renewal provisioning –Ability to change billing period from annual to monthly Mac provisioning –Launching May

Service types Standard Service –Access to Reckon Online through Windows only –No access through other devices such as iPhone, iPad, Android, Blackberry, Mac or Windows Mobile –Cost: $315 (including GST) per user per year Premium Service –Access to Reckon Online through all supported types Windows Mac (including iPhone and iPad) Android Supported devices –Cost: $415 (including GST) per user per year

Upcoming enhancements to Reckon Online Product additions –Online SDK for 3 rd Party Integration –POS Online Provisioning enhancements –File management utility –Enhance file sharing performance –Implement additional video help –Implement reporting capabilities Ongoing Infrastructure improvements

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