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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: https://attendee.gotowebinar.com/recording/8655380073461004800

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!

Categories: Accountants, Events, Features, Mobile, News, Product Management, Tips & Tricks

Comments: 4 Comments

New: Swipe Cards in QuickBooks Online- It’s Faster, Easier, and Cheaper

February 22, 2013

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Update April 29th: The card swipe feature is now available. Thank you for your patience as we worked through these issues.

Update April 3rd: We have completed fixing the issues found in the previous release and we’re currently testing the fixes. Once we are confident that everything is working correctly, the card swipe feature will be made available. We apologize for the delays.

Update March 6th: Until the card swipe feature returns to QBO, you can use your card reader with the Merchant Service Center to get the swipe rate. See the steps here

Update March 5th: Customers will temporarily be unable to see the card swipe feature. We encountered some bugs in our last release and wanted to make sure everything is perfect first. We’re working to put this feature back in your QuickBooks as soon as possible. Don’t worry, you can still order your card readers and you will be able to swipe again soon.

You asked, we answered! You can now swipe credit cards to take payments from your customers using QuickBooks Online. Save yourself time, data entry, and qualify for lower rates too!

All you need is a USB card reader. Plug it into your computer and you’re ready to swipe cards, qualifying you for rates as low as 1.69% (versus 2.52% for key entering). Just swipe from the Sales Receipt or Receive Payment pages in QuickBooks Online.

If you already turned on Payments, you just need a card reader. They’re inexpensive and don’t require leasing or maintenance fees like traditional terminals. We’ve got you covered. Order one today. You can also find it online, part number 21040110.

If you haven’t turned on Payments yet, click “Accept Credit Cards” under your Customers tab. Follow the prompts and you’ll be accepting credit cards in no time. Don’t forget to order a card reader, too!

Feedback—it’s a good thing. The Payments team values your input. Letting us know what works well and what doesn’t helps us make better products and features. Send us your comments by clicking the Feedback button in QuickBooks Online. You can also post responses to this blog post.

Categories: Features, News, payments

Comments: 75 Comments

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.

 

Enjoy!

Categories: Accountants, Events, Features, News, Product Management, Reporting, Tips & Tricks

Comments: 7 Comments

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: https://attendee.gotowebinar.com/register/4143620967378554112

Categories: Accountants, Events, Features, News, Product Management, Reporting, Tips & Tricks

Comments: 13 Comments

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.

Recording: https://attendee.gotowebinar.com/recording/7349494507854083328

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!

Categories: Accountants, Events, Features, Mobile, News, Product Management, Tips & Tricks

Comments: 4 Comments

QuickBooks Mobile Now Optimized for Android Tablets!

November 28, 2012

QuickBooks Mobile is now optimized for both Android phones and tablets. Free for all QuickBooks Online users, QuickBooks Mobile helps you manage your customers, invoices, payments, sales receipts, and estimates no matter where you are – home, work, or on the go.

This latest update offers a new sliding navigation with simple 1-tap access to vital features including our re-engineered homepage activity feeds! Now, you can see your most “Recent Activity” and when “Upcoming” invoices are due right after you login.

By rotating your tablet, you can now easily switch from a portrait to a landscape view. As seen below, the Customer Details’ landscape view displays an easily accessible grid of invoices, estimates, sales receipts, and payments.

Improved search and filtering allows you to conveniently organize and manage your customers the way you want.

Try it yourself! Check out QuickBooks Mobile on Google Play!

Categories: Android, Mobile, News

Comments: 65 Comments

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: https://attendee.gotowebinar.com/register/4346044354268235264 (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!

Categories: Accountants, Events, Features, News, Product Management, Tips & Tricks

Comments: 3 Comments

QuickBooks Mobile v2.0 released and featured on the App Store

November 16, 2012

Optimized for the iPhone 5 and iOS6, QuickBooks Mobile version 2.0 now offers a convenient sliding navigation and revamped design that allows easier access to the most used features.

Free for all QuickBooks Online users, QuickBooks Mobile helps you manage your customers, invoices, payments, sales receipts, and estimates no matter where you are – home, work, or on the go.

                      

An improved customer filtering, details, and maps help efficiently pinpoint your customer and boost your productivity.

                      

Try it yourself! Check out QuickBooks Mobile in iTunes or on your iPhone.

We’re also delighted that Apple showcased QuickBooks Mobile Version 2.0 on the App Store! This time, QuickBooks Mobile was featured in the following collections:

Check us and the other apps out to help manage your small business and to stay productive on the go! We’re extremely humbled to be held in such high regard by Apple and we will continue to improve our financial management solution for all of our small business owners.

Categories: apps, News

Comments: 69 Comments

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: https://attendee.gotowebinar.com/recording/3027165864185576448

Here are the slides I used so you can take notes while you watch: November release webinar slides (Alternative link http://goo.gl/M5sgs). You really won’t get the good info and detail without the recording, so I do recommend watching, not just looking at the slides.

Enjoy!

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.

Categories: 1099, Accountants, Events, Features, Feedback, maintenance, News

Comments: 38 Comments

Intuit to Grant 15 Small Business Wishes

November 14, 2012

As part of the QuickBooks team, it’s been exciting to see Intuit’s Love Our Local Business recognize amazing business owners.  From Elwood, Indiana’s 2Guyz Boutique for Dogs and Cats, to Salem Oregon’s Clockworks Cafe, Intuit has already awarded more than $1 million in grants to small businesses who are making their dreams a reality.

For the next chapter, the Love Our Local Business team is launching a “Small Business, Big Wishes” campaign, where the team will grant one wish a day for 15 days.

Beginning November 14th, you’re invited to submit wishes online for a chance to have your wish granted.

What does it take to get your wish selected? Criteria include the number of votes received, the wish’s feasibility, and the transformational impact the granted wish would have on your business.

The first wish will be granted December 3rd.

To learn more, check out all the campaign’s details here.  Best of luck in getting your business wishes granted this holiday season!

Categories: News

Comments: 27 Comments

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