QuickBooks Online recently released a new design and interface. Whether you are new or old to the system, we have a 30 minute webinar that will give you a quick guide to navigate in the program and highlight some of its best features. To sign up for our webinars, please visit our training page: http://iconisgroup.com/training/

1. QUICKBOOKS ONLINE
Introduction to the New Interface

2. About Go To Webinar

3. About our Speaker
Cathy Iconis, CPA
CEO + Client Finance Director
• Founder of Iconis Group, LLC
• Certified QuickBooks ProAdvisor
• Certified QuickBooks Online
• 2011-2013 Intuit Accountant Council Member
• CPA Practice Advisor 40 Under 40 Honoree
in 2010, 2011, and 2013
• Social Media Junkie
• LinkedIn’s QuickBooks Online User Group
founder
• Weekly host of QuickBooks Online tweet chat

4. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports
• You can always take a test drive of the new version by
going to: https://qbo.intuit.com/redir/testdrive

5. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports

6. Businesses Moving to the Cloud
The National Small Business Association released the
2013 Small Business Technology Survey with some great
statistics!
• 84% of small-business owners use a laptop
• 74% of small-business owners use a smart phone
• 60% of small-business owners allow telecommuting
• 43% of small-business owners utilize cloud computing
this was just 5% in 2010

7. Why Use QuickBooks Online?
• Clients can work anywhere & anytime – AND so can you!
• Time savings with no more file transfers
• Cut IT costs
What makes QBO standout?
• Automated invoicing
• Detailed activity log
• Automatic email reporting
• Unlimited time entry users
• Bank transactions download automatically nightly
• QBO has class AND location tracking
• Multiple budgets per fiscal year
• Multiple A/R & A/P entries in journal entries

8. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports

9. The Different QBO Subscriptions
Simple Start
Essentials
Plus
Price
$12.95
$26.95
$39.95
Users
1
3
5
20+
40+
65+
Unlimited Estimates & Invoices
X
X
X
Download Transactions
X
X
X
2 Accountant Users
X
X
X
X
X
Built-in Reports
Manage Bills & Pay Later
Use Purchase Orders
X
Track Inventory
X
Prepare 1099s
X
Track time & expenses by customer
X
Use class tracking
X

10. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports

12. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports

14. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports

16. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports

18. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports

20. Agenda
• Why people are using QuickBooks Online?
• Understanding the different versions
• Homepage Elements
• Preferences
• Transactions
• Customers
• Vendors
• Reports

22. Q&A
We provide personal training for just $75 per each
half hour increment.
Email us at info@iconisgroup.com to schedule an
online meeting.