Archive for the ‘Accountants’ category

May accountant webinar recording & slides

May 14, 2013

Hi all,


Thanks so much to those that joined me today for our May accountant webinar…there were over 300 of you! Lots of great questions and fun as always.


For those that had to miss it, here is the recording:

If you’d like, here are the slides as well. They aren’t that helpful without the recording, so I recommend you use them as a viewing aide but not by themselves: May webinar slides


I know some folks have had trouble listening to the recording in the past–hopefully we have no issues this month! Unfortunately, after spending many hours on the phone with GoToWebinar, we have not been able to identify a source of the problem since the recording does work for the majority of viewers across different browsers and operating systems.


Talk to you all again soon!

Accountant 2012 recap webinar recording

January 9, 2013

If you missed yesterday’s webinar that featured the biggest features QuickBooks Online released over the last year and how to use them, check out the recording here.

I know some folks do have trouble getting the recording to work, and I have tried to call GoToWebinar about this matter. They recommended that you call them directly if you experience any problems: 800 263 6317.

Here are the slides I shared, if you want to print them and take notes.



Accountants: get ready for the new year, attend our January webinar!

January 2, 2013

Now is the time to catch up on the major improvements in QuickBooks Online from 2012 and prepare to sign up clients for 2013! This webinar, which is taking the place of our monthly release webinar this month, is hosted by a QuickBooks Online product manager and will cover some of the best new features and will leave plenty of time for Q&A so you’ll feel ready to get your clients up and running on QuickBooks Online this year. We’ll be covering:

  • Downloaded Transactions (the new and improved Online Banking experience)
  • Income List and Money Bar
  • Multiple sales tax rates (as well as some recent improvements to this feature)
  • QuickBooks Online Accountant version
  • Improved conversion from QuickBooks Windows to QuickBooks Online
  • Some other improvements that make a big difference, including
    • Reporting improvements
    • 1096 printing
    • Attachments to sales transactions

The webinar is not to be missed, so join us this Tuesday, January 8 at 11am PST (2pm EST). Click this link to register:

December release webinar recording

December 14, 2012

Hi all,

If you missed our release webinar on Tuesday, here’s the recording and slides. As a reminder, these changes went live for a small set of customers last night and will go live for the remaining customers a week from today.


Slides: December release webinar slides

I have heard from some individuals that they have trouble getting the recording to work. GoToWebinar has informed me that you can call their support directly to get help: 800 263 6317.

Happy holidays!

December accountant release webinar

November 26, 2012

Hi accountants!

Another month has passed, and it’s time for our last release webinar of 2012. Can  you believe it? As always, we bring you the content a few days in advance of the release so you stay the product expert for your clients. This month, I’ll cover some of the improvements we’ve already made to our new multiple sales tax rates feature based on your feedback, some FAQ on the new QuickBooks Online Accountant edition we just released, additional info on how to convert your QuickBooks Windows file to QuickBooks Online, and more! Don’t miss it.

Here’s the info:

December 11 at 11am PST (that means 2pm EST)

Register here: (you must register to attend!)


If you miss it, we will of course post the recording here after the features release. Hope everyone had a wonderful Thanksgiving…I’ll see you at the webinar!

QuickBooks Online November Release

November 16, 2012

Add Attachments to Sales Transactions

Now you can add attachments to sales transactions (estimates, invoices and sales receipts) and send them to your customers.  Perhaps you want to attach a contract to an estimate.  Maybe you’ll attach a picture of a completed job or a timesheet to an invoice.  It’s easy and you can do it right from the sales transaction. You can even drag and drop files onto the sales transaction.

Easier Tax Time with 1099s and 1096

Tax season with QuickBooks Online is about to get easier! We heard you loud and clear over the past year: you wanted to be able to print 1096 forms from QuickBooks Online. So, this month, we are rolling out the ability for you to print your 1096 forms in addition to your 1099s. You’ll do this the exact same way you’re used to printing your 1099 forms: by going to the Vendor List, clicking the blue button in the bottom lefthand corner that says “Prepare 1099 Misc Forms,” selecting your contractors, and printing away! Note that this functionality is only offered on our Plus product.

Accountant Webinar on the Product Changes

Here’s the recording of this month’s release webinar:

Here are the slides I used so you can take notes while you watch: November release webinar slides (Alternative link You really won’t get the good info and detail without the recording, so I do recommend watching, not just looking at the slides.


Upcoming maintenance in December

As part of our efforts to improve service, QuickBooks Online and attached services (such as QuickBooks Online Payroll) will be unavailable to some customers for a short period on Dec. 6 and on Dec. 12 for planned maintenance. We expect the service to be offline during the following time frames:

  • 10pm PT on Dec 6 to 1am PT on Dec 7
  • 10pm PT on Dec 12 to 1am PT on Dec 13

Thank you for your patience during this maintenance period, and for your continued business.

November Accountant release webinar

October 26, 2012

It’s that time again! Don’t miss this month’s release webinar for accountants, which will be held before the actual release so we can help you be the QBO expert for your clients.

I will also record the webinar in case you can’t make it, so check back after November 8 for the recording.

As always, I will take Q&A at the end of the session to make sure you feel great about using the new functionality and showing it off to your clients.

Here’s the info:

Nov. 6 at 11am PST (2pm EST)

You must register to attend:

See you there!


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