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May accountant release webinar May 14, 2013. Intuit Proprietary & Confidential Turn on recording 2.

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Presentation on theme: "May accountant release webinar May 14, 2013. Intuit Proprietary & Confidential Turn on recording 2."— Presentation transcript:

1 May accountant release webinar May 14, 2013

2 Intuit Proprietary & Confidential Turn on recording 2

3 Intuit Proprietary & Confidential The basics Some of the features mentioned today are already live. Others will release later this month. Today is about new features. Please give us feedback in product using the yellow Feedback button. We read it! – Note: feedback worded as a question (i.e. “why don’t you make the entire product green?”) still counts as feedback! Time for Q&A at the end. All Q&A will go through the questions window. Everyone is muted. 3

4 Intuit Proprietary & Confidential Who is Jessica? Product Manager, QuickBooks Online With QBO for 1.5 year, with Intuit for 3.5 years In Mountain View, CA I love accountants! 4 Me

5 Intuit Proprietary & Confidential Special guest star: Will Lynes! Senior Product Manager, QuickBooks for iPad Been at Intuit 6.5 years Fun fact: loves Vespas and names his! 5

6 Intuit Proprietary & Confidential What’s on deck: QuickBooks for iPad v1 release QuickBooks Online Accountant version improvements Other miscellaneous enhancements 6

7 Intuit Proprietary & Confidential Tablets: a New Way to Work for Small Biz 7 IDC: U.S. SMB tablet unit installed base (millions) 201120132012 12 10 8 0 2 4 6

8 Intuit Proprietary & Confidential QuickBooks Online: No. 1 small business cloud accounting solution worldwide

9 Intuit Proprietary & Confidential

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11 QuickBooks Online Accountant (QBOA) enhancements What?Why? Create a new company for your clients right from QBOA (you become Master Admin and Accountant user) You wanted to be able to create and setup companies for your clients Ability to quickly recommend QBO to a new client or QBOA to another accountant and to ask a client to recommend you to other small business owners Helps you get more business or quickly share QBO and QBOA with people Ability to have 2 accountant users on 1 QBO company Sometimes there’s an accountant and a bookkeeper or a larger firm handling one company’s books Generate tax returns with QBOA and Intuit Tax Online integration Ability to generate a company’s tax return in just a couple clicks directly from QBO to save you time. QBO accounts and balances get automatically assigned to tax lines in ITO, then you can review and submit so you save lots of time doing taxes! Live ChatYou can quickly get answers to your questions without picking up the phone 11

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15 Intuit Proprietary & Confidential Other misc enhancements (going live later this month) What?Why? Improved error messaging for Downloaded Transactions Lots of messaging was asking users to disconnect and reconnect their financial accounts…this is not good advice because it creates duplicate transactions Attachments on expense transactionsYou loved them so much on income transactions! Now you can attach scanned receipts, bills, etc. to your expense forms 15

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17 Intuit Proprietary & Confidential Thank you! Questions? If you’ll be at Scaling New Heights this year, come by the Intuit booth and say hi! 17


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