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

2. Take a few moments to Connect with your neighbor

3. 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 ed directly to you within 2 weeks of the conference date to the same address you used to register
CPE credit administered in coordination with

4. 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

5. 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.

6. The Technology

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

8. 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:

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

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

11. Receipt bank
Optical Character Recognition (OCR).

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

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

14. T-Sheets
Time Tracking and Scheduling

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

16. Xtra-Chef
OCR capabilities for receiving and tracking goods

17. Knowify
Job Costing and Projects

18. Qvinci Accountant Dashboard –
Financial Reporting, Benchmarking, and Consolidations

19. Ultimate solution - workflow

20. Questions?