QuickBooks Online Gavin Dixon

QuickBooks Online Features Overview Benefits for you Client benefits and the cost Signing up and managing your clients Upcoming releases Questions

Features and benefits QuickBooks –Know QuickBooks? You know QuickBooks Online –Simple user interface, nothing is more than 2 clicks away –All the functionality of QuickBooks Enterprise with up to 200 users per coy file –Extensive user role-based security in QB Enterprise allows you to control what your users can see and do Web-based application –No QuickBooks installation or software upgrade required –Minimum software requirements (XP/Vista/7 and a browser (IE, Firefox, Chrome) Reduce your IT burden –Minimal bandwidth required (256k broadband is fine) –No need to backup (Company data files held at Reckon’s Class A Data Centre)

Security and accessibility Secured in a Class A Data Centre (in Sydney) –Mirrored servers for redundancy –Access limited through a secure login to see only your clients’ data files Accessibility –24 hours a day, 7 days a week –Login from anywhere in the world –Print to all your local printers –Supports , export to Word/Excel, Online Banking –Download your data file to your desktop* and re-upload the new version when suitable (you are not locked in to the service) * Requires having a desktop version of QuickBooks Enterprise installed

Benefits for you QuickBooks Online is FREE* * For the first 3 business users Receive standard commissions p.a. for each client you sign up using QuickBooks Online as per Reckon Professional Partner terms Secure access to all of your clients’ files –From anywhere in the world –At anytime of the day or night –Solve client questions with out the travel Accountant and Bookkeeper can have access to the same client

Benefits for you Additional benefits include: –Saving a copy to your desktop to work on –Ability to work on live client files –For non accountants, complete a workflow for your client Client to bookkeeper to accountant, all with the use of QuickBooks Online Collaborate and share files by incorporating Reckon Tools Online Backup –Ability to setup and manage your clients’ accounts and files Receive commission (25% ) on signing up or (15%) on renewing users View your commissions

Client benefits and the cost Benefits –Know QuickBooks? Know QuickBooks Online with no hassle –No need to find time for QuickBooks installation and upgrade –Reduces the burden to backup –Allow up to 200 concurrent users accessing the same company file from anywhere in the world –Each user can have as many company data files as desired for no extra cost –Authorise accountants/tax agents to have access to their company files –Download your data file and use with desktop QuickBooks version Costs –Per business user pricing –$299 (inc GST) per user, per annum ($29.95 per user/per month after 1 st year inc. GST) –Reckon Professional Partners have free access Let’s take a look

Signing up for QuickBooks Online –All the functions required to manage your business in one place –Add users, add company files, reset passwords Let’s take a look

Managing your clients for QuickBooks Online Client Provisioning –Provision existing clients and their company files –Sign up new users and receive commission –Renew users to QuickBooks Online and receive commission –View your commission Let’s take a look

Upcoming releases May/June –QuickBooks Online 2010/11 Release –Retail release July –Aust Tax Table update Beyond July –Mac, iPad & iPhone support –Other enhancements to be announced such as: Improved online banking, 3 rd party application support, SBR

Questions