Intuit TurboTax® Basic 2006 Full Version for PC, Mac
Contents
1. NEW The upgrade wizard now allows you to more easily move saved financial statement to newer QuickBooks versions NOLES 26 QuickBooks 2007 Accountant Update Seminar QuickBooks Products and Solutions for Accountants and Advisors O Working Trial Balance Integrated tool assists with year end tax clients as well as year round engagements Review beginning balances current period transactions adjustments and ending balances all in one place Record adjusting entries The only way that a journal entry appears in the AJE column is if the Adjusting Entry checkbox has been marked with the entry e This checkbox only exists in the Premier Accountant Edition Therefore client journal entries do not show up as adjustments e The only ones that show up in the Adjustments column are the adjusting entries made with your Premier Accountant Edition program Enter workpaper references with accounts Print Working Trial Balance and list of adjusting entries O Fixed Asset Manager Integrated tool assists with year end tax clients as well as year round engagements Manage Fixed Assets amp Depreciation Compute depreciation for up to six asset bases including federal state book and AMT Generate depreciation entries for clients Quickly export account balances to Lacerte or ProSeries tax software sold separately O Integration with ProSeries amp Lacerte Tax Products NOLES QuickBoo2. O Choose one of the top web store providers that integrate with QuickBooks Merchant Service and QuickBooks Companies like eBay ProStores Go Daddy Homestead WebSite Pros O Synch QuickBooks with your web store and reconcile your accounting NOTES QuickBooks 2007 Accountant Update Seminar 15 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients What is new for 2007 across the QuickBooks family QuickBooks Simple Start Edition 2007 What s New and Improved for your Clients New Features O Sub Accounts have been added Simple Start now allows you to set up sub accounts for more precise control in General Ledger accounts Improved O Invoice Customization offers more personalization choices NEW preview pane lets your clients see changes made to the invoice as they are made No more toggling to Print Preview to see the changes made to invoices More customization options change color size and style of font NEW layout designer allows clients to move fields around so they can choose how they want information to be shown on the invoice O Improved Audit Trail Reporting The always on audit trail has been improved to include more transaction details and easier to read reports Preventing and finding errors is now easier with reporting that presents every date an individual transaction has been modified No impact on product per
3. TaxAlmanac has been featured in Time Magazine BusinessWeek CPA Technology Advisor and WebCPA BusinessWeek named TaxAlmanac as one of 50 Smart Ways to Use the Web www marketplace intuit com QuickBooks Solutions Marketplace QuickBooks Solutions Marketplace is a searchable online resource for QuickBooks Compatible software solutions that help your clients grow their business while you grow your practice Use this website to find solutions designed to meet your clients unique needs O Works with your clients QuickBooks financial software O Choose from a wide variety of industry specific solutions O Tailored to fit specific industries or business needs O Designed by independent developers with first hand knowledge of your clients industries or business needs O Search for solutions by industry or by business function O Find developers to create custom solutions for you and your clients 46 QuickBooks 2007 Accountant Update Seminar Key Resources for Accountants and Advisors Some of the benefits to you and your clients Save time and boost efficiency O Share data between QuickBooks and software no need to re enter O Reduce time spent on paperwork and or repetitive tasks O Make your job easier by ensuring the data you get is accurate and complete Grow your Practice O Take a more consultative approach with your clients when you recommend these solutions O Build stronger relationships and increased revenue for your practice
4. Simple Start Your typical client O Small businesses typically a sole proprietor O No employees O Service business Recommend Simple Start for Clients who O Are small businesses currently using inefficient and cumbersome manual methods pen amp paper shoebox spreadsheet to manage their business O Seek a fast solution Clients can be up and running in 15 minutes There s little or no learning curve O Need financial software solution with just the essentials O Want to reduce or eliminate tedious manual methods entering repetitive tasks like invoicing and paying bills are streamlined transactions One click reports provide immediate view of financials to monitor and measure profitability quickly Tracks money coming in and money going out Organizes financial statements for tax time O Need an affordable solution that converts easily into higher end editions of QuickBooks When a clients business grows all their existing data converts easily to QuickBooks Pro or Industry Specific Editions to take advantage of more advanced functionality like payroll inventory accounts payable and purchase orders Simple Start is also available in an QuickBooks Online Edition so clients can access their financial data anytime and anywhere You and your clients will be able to simultaneously view the same data from remote locations NOLES QuickBooks 2007 Accountant Update Seminar 7 Understanding the Complete Line of Qu
5. Association of State Boards of Accountancy NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors State boards of accountancy have final authority on the acceptance of individual courses for CPE credit Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors 150 Fourth Avenue North Suite 700 Nashville TN 37219 2417 Web site www nasba org Contents VVOICOME 2 222520nmcmeer nr cnecsennnmtiancenn bo teRen nine ls acc entenns Section 1 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients How to perform needs analysis with your clients to identify their industry and business needs for software and consulting services dun ue Ask your clienti sesaria E E E The QuickB oks 2007 Product PA nas Simple SERRE un ne nn tenia eiee e AEEA O NERSE Ea a RSE QuickBooks Online Bai ii x siieiescisdtsasinansteiietunendyrnseasebwaneniavedandiacaductnarnaansaaneiublsssbeds Premiei ia coidscniessnadesnonsauneesesanpeaoesiunacnnssasnnnnasupagunaunanmalaanenesndvnnntdausaneesgansemmanaeasueandets Enterprise Solutions she test nee QuickBooks Ponta Ot ANG soca ie QuickBooks Merchant Services Credit Card Processing ss What is new for 2007 across the QuickBooks family ss sinusiansstne QuickBooks Simple Start Edition 2007 What s New and Improved for your Clients
6. O Demonstrate your growing expertise and secure more engagements Support http www quickbooks com support QuickBooks Support Knowledge Base This amazing website contains a searchable Knowledge Base get answers to common questions download how to documents to help you with a wide range of topics from How to Install QuickBooks in a multi user environment to payroll questions You can also get product updates contact Customer Support and more Local Training The Intuit Accountant Education Program is a free service offered to accounting professionals to bring timely educational and practical information to your local accounting association convention or technical conference Our presenters are members of the Intuit Speakers Bureau each is a highly qualified Intuit trained practicing accountant and also carries the accreditation of Certified QuickBooks ProAdvisor These practitioners bring real life scenarios into your training to share and discuss best practices Here s the best part Intuit pays all speaker fees and travel costs so there s no charge to your association you just provide the venue and the members Go to http accountant intuit com speakersbureau to request a speaker for a live event or a Webinar for your organization Phone Numbers To get information make a purchase or just discuss options please keep the following Sales phone numbers handy QuickBooks 888 236 9501 QuickBooks Payroll 866
7. User Edition Your clients now have the flexibility to expand up to 3 users They can buy up to 2 more licenses only for Pro and add more seats right in QuickBooks so they can give others access to company data O NEW Google Marketing Tools More ways to help your clients acquire customers list your business on Google Maps to reach new local customers looking for your business Free Help local customers easily find your business online even if you don t have a website Advertise your business with Google AdWords Get started with 50 in Google AdWords credits Select search terms that relate to your business and easily create your advertising message Show your ad to prospective customers looking for your services or products NOLES 18 QuickBooks 2007 Accountant Update Seminar Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients Improved O Expanded Shipping Capabilities Shipping Manager now works better with your client s business Now with added thermal printer support and multi parcel shipping O Improved Payroll Center Displays due dates for clients payroll schedule As well as when to file and pay taxes and how much to pay O EasyStep Startup Interview Simplifies new client setup and reduces coding errors by getting clients started on a simplified industry specific chart of accounts developed by
8. changed or revoked at any time for any reason by Google Inc One promotional credit per customer advertising credit is only available for accounts created through the designated URL provided as part of this promotion in accordance with the terms of this promotion Advertised amount valid only for U S advertisers whose credit card or other valid billing instrument billing address is in the United States Offer expires September 30 2009 Lo No QuickBooks fees for using shipping features but FedEx and UPS will charge shipping fees for packages shipped from within QuickBooks Registration and agreement to terms and conditions required 4 additional fees apply add on services require subscription EIN and Internet access for certain features including tax table updates and direct deposit 5 Performance testing was optimized at 100 000 list elements You may see performance degradation as you add more than 100 000 items customers or vendors 6 The units of measure feature is available in the following QuickBooks Enterprise Solutions editions General Manufacturing and Wholesale Nonprofit Contractor Professional Services and Accountant 7 Products sold separately For a complete list visit the Marketplace at http marketplace intuit com NOLES 22 QuickBooks 2007 Accountant Update Seminar Section 2 QuickBooks Products and Solutions for Accountants and Advisors Why should you consider using QuickBooks Premier Accountant Edit
9. get your questions answered quickly by your own peers Tax research can be quickly and easily accomplished at the free www taxalmanac org website All of these things we provide to you the accounting professional in order to help you grow your practice and support your clients better Thanks again for joining us 2007 is going to be a fantastic year gat Wak Jill Ward Vice President Accountant Central Intuit QuickBooks 2007 Accountant Update Seminar 3 Welcome 4 QuickBooks 2007 Accountant Update Seminar Section 1 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients We all have clients who come to us and ask what software they should purchase Getting clients on to the right solution for their business is critical for them and for you But some clients are capable of doing books well and others are not And some want and need detailed reports and some do not Regardless they all have a need for a P amp L a Balance Sheet and a check register plus additional business intelligence to help them make better business decisions So where do you start This section of the course is designed to help you understand the QuickBooks Product line up factor in your client s individual needs and enable you to confidently recommend a solution that will not only make your clients happy but will likely also reduce your cleanup work at year end and tax time H
10. limit each telephone call to one hour and to limit each contact telephone or electronic to one incident Inquiries are limited to the following QuickBooks product areas installation upgrade assistance and basic functionality Toll free access available from the United States only For complete Terms and Conditions for QuickBooks ProAdvisor Technical Support please visit accountant intuit com paptechsupportterms NOLES 42 QuickBooks 2007 Accountant Update Seminar Grow Your Practice Whats New in the ProAdvisor Program 2007 Successfully complete the QuickBooks Certification Course and get access to the following marketing resources O Use of the QuickBooks ProAdvisor logo which can be used on business cards websites and letterhead O Get your profile listed on the Certified QuickBooks ProAdvisor Referral Website where over 30 000 small businesses go monthly to find a local QuickBooks expert To learn more please visit accountant intuit com proadvisor NOTES QuickBooks 2007 Accountant Update Seminar 43 Grow Your Practice Whats New in the ProAdvisor Program 2007 NOTES 44 QuickBooks 2007 Accountant Update Seminar Section 5 Key Resources for Accountants and Advisors Websites http accountant intuit com Intuit s Online Resource for Accounting Professionals and QuickBooks Advisors accountant intuit com is a great resource containing a wealth of information to help you run your practice and serve your clien
11. 820 6382 Merchant Account Services 800 966 0869 Lacerte 800 765 7777 ProSeries 877 866 5232 QuickBooks 2007 Accountant Update Seminar 47 Key Resources for Accountants and Advisors NOTES 48 QuickBooks 2007 Accountant Update Seminar
12. INTUIT PROFESSIONAL EDUCATION QuickBooks 2007 Accountant Update Seminar Copyright Copyright 2006 Intuit Inc Intuit Inc All rights reserved PO Box 7850 MS 2475 Mountain View CA 94039 7850 Trademarks Intuit the Intuit logo QuickBooks QuickBooks Pro Quicken TurboTax ProSeries Lacerte and QuickZoom among others are registered trademarks and or registered service marks of Intuit Inc or one of its subsidiaries in the United States and other countries Other parties trademarks or service marks are the property of their respective owners and should be treated as such Notice To Readers The publications distributed by Intuit Inc are intended to assist accounting professionals in their practices by providing current and accurate information However no assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a client s particular situation Accordingly the information provided should not be relied upon as a substitute for independent research Intuit Inc does not render any accounting legal or other professional advice nor does it have any responsibility for updating or revising any information presented herein Intuit Inc cannot warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published Readers should verify statements before relying on them Intuit Inc is registered with the National
13. New dia do a S 37 What s New in QuickBooks Enhanced Payroll for Accountants for 20072 38 Section 4 Grow Your Practice What s New in the ProAdvisor Program 20072 008 39 What did we hear from ProAdvisons 2 seveigieeobeidedeauasdaescaatde deosiiunceatsededencaidaneccaiiads 39 More credentials to distinguish yourself and attract new clients esseeeeeeeseeeeeeneeeeees 39 More tools to market yourself and grow your Practice sisiwicsonidssnostvelsvwnitesteenncebutanticeteanans 40 More ways to saye MONEY de ee 40 Auto renewal FOF your convenience dense sente E E 4 Overview of 2007 program What remains the same in the ProAdvisor Program 42 Earn valuable CPE of yo se eer ee ene re ne orem ee R 42 More ways to support your Clients indie oder 42 Section 5 Key Resources for Accountants and Advisors sisi 45 DIE EP EARE REE AE EEEE RE E 45 BO OR ees aes E T E E E E 47 Local Traning tach cee case Ea E pac cies vce Eeee R EEEE ENERE AEE EEE SESE 47 Phone Numbers erected esd aee seepage ata EE ba EERE EEEa EON eO PEKA T E EEEE EESE 47 2 QuickBooks 2007 Accountant Update Seminar Welcome We are delighted you have chosen to invest your time with us today We promise to show you what is new in our 2007 product lineup as well as suggest ways to grow your practice serve your clients better and gain efficiencies all through products that are designed to work together You can do more for les
14. O Need to use most or all accounting modules including A P inventory and payroll O Want to eliminate the extra work they do in spreadsheets like calculating employee hours or creating purchase orders O Want a desktop based accounting system O Have commitment to do their own books or have staff or you to help them O Are price sensitive but need features not available in Simple Start e g inventory or payroll O Typically have 3 or fewer QuickBooks users O For Mac 7 0 For all Macintosh users Pro is the only edition currently available to Macintosh users O Want to integrate QuickBooks with Microsoft Office and over 400 3rd Party Solutions Premier Your typical client O Managing more employees O Managing more projects O Specialized employee functions O More complex reporting needs Departmental reporting may be needed Needs Industry specific functionality and reporting NOLES 10 QuickBooks 2007 Accountant Update Seminar Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients Premier comes in six industry specific editions Oo O O O Oo O QuickBooks Premier Contractor Edition 2007 QuickBooks Premier Manufacturing amp Wholesale Edition 2007 QuickBooks Premier Nonprofit Edition 2007 QuickBooks Premier Professional Services Edition 2007 QuickBooks Premier Retail Edition 2007 QuickBooks Premier Accountant Edition 2007 We will tal
15. QuickBooks Pro Edition 2007 What s New and Improved for your Clients QuickBooks Premier Edition 2007 What is new by Industry Edition QuickBooks Enterprise Solutions 7 0 New and Improved Features 0 0 000000 Section 2 QuickBooks Products and Solutions for Accountants and Advisors Why should you consider using QuickBooks Premier Accountant Edition 2007 How Premier Accountant Edition helps you support your clients Tools to work more efficiently with QuickBooks Clients sense How Premier Accountant Edition supports your practice Advanced Accounting F nctonality for Your O fice ta cates ueica een dan io mie Tools to help you get up and running quiches du ue PR 5 base 16 ns 16 biais 18 ee 20 sue 23 QuickBooks 2007 Accountant Update Seminar 1 Contents Section 3 QuickBooks Payroll Choosing the Right Solution for You and Your Clients 29 CDI UG ER a aurea eects 29 What s great about QuickBooks Payroll Standard Enhanced amp Assisted eeeeseeeeseeeeeee 29 How to choose which payroll solution is right for your client 30 Payroll Solutions Comparison CAE a a 31 Why recommend QuickBooks Payroll Solutions to your clients s sssssessssesseseseeessesssseseseeee 35 Payroll solutions for you the s odtant s Rainette 36 QuickBooks Enhanced Payroll for Accountants save cavesacnsccundvediranectusndiecdexstaveilectcenteenteas 36 Whats
16. QuickBooks 2007 NOTES QuickBooks 2007 Accountant Update Seminar 29 QuickBooks Payroll Choosing the Right Solution for You and Your Clients O Tax Forms Paying Taxes amp Payroll Reports Payroll tax forms automatically filled in with QuickBooks data see chart below for differences between solutions Payroll Center helps you remember which agencies to pay how much to pay and when to pay Customizable payroll reports generated through QuickBooks O Support amp Service In product and online Help for setting up and finding answers Included payroll support for set up and usage 60 day satisfaction guarantee or your money back How to choose which payroll solution is right for your client QuickBooks Enhanced Payroll O Best for clients who prefer to handle their own payroll amp payroll tax filings need state forms and other tools like workers comp tracking QuickBooks Assisted Payroll O Best for clients who want to prepare their own paychecks and have payroll tax deposits and filings prepared by Intuit guaranteed accurate and on time QuickBooks Standard Payroll O Right for clients who don t file state payroll taxes and don t need tools such as workers comp tracking Intuit Payroll Services Complete Payroll O Right for clients who want Intuit to handle their federal state and local payroll taxes and who want the convenience of managing payroll via the web NOLES 30 QuickBooks 2007 Acco
17. QuickBooks accountants Simple yes no questionnaire defaults clients to right accounts for their industry e Customize further by simply adding or deleting individual accounts e Over 30 default chart of accounts Account descriptions have been reworded to match industry terminology NEW Ask Accountant GL Account added for those times when clients simply do not know where to code something Allows you to easily find and reclass these transactions O Improved Network Multi User Installation and File Management Simplified installation process for multi user and network users including a new server only install that enables you to access QuickBooks files on a data file server without installing or running the full QuickBooks application Easier management of files on a network with a new utility that monitors when new QB company files are created or copied on the network and will easily be opened by a different machine across the machine Refer to www quickbooks com support networking for complete install instructions NOLES QuickBooks 2007 Accountant Update Seminar 19 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients QuickBooks Premier Edition 2007 What is new by Industry Edition Premier contains all features in Pro and Simple Start plus the following new features by Industry Edition QuickBooks Premier Contractor Ed
18. are service support CPE and tools You now have a choice O ProAdvisor Membership Options ProAdvisor Membership Price 399 e QuickBooks Premier Accountant Edition 2007 e QuickBooks Enterprise Solutions Accountant Edition 7 0 e Automatic upgrades of QuickBooks software e Total value 1 250 you save 850 NOLES 40 QuickBooks 2007 Accountant Update Seminar Grow Your Practice Whats New in the ProAdvisor Program 2007 NEW ProAdvisor Membership including Enhanced Payroll for Accountants Price 499 e NEW 1 year subscription to QuickBooks Enhanced Payroll for Accountants with new After the Fact functionality 299 value e QuickBooks Premier Accountant Edition 2007 e QuickBooks Enterprise Solutions Accountant Edition 7 0 e Automatic upgrades of QuickBooks software e Total value 1 550 you save 1 050 O A la Carte menu options you can now customize your membership and add on up to Five 5 of the following a la carte menu items at just 99 each QuickBooks Premier Accountant Edition 2007 one not for resale license QuickBooks Merchant Services one year subscription Point of Sale Multi Store Pro 6 0 one not for resale license QuickBooks Pro for Mac one not for resale copy NOTE 4 La Carte Menu items are downloadable only and must be purchased within 30 days of membership purchase Limit of 5 items Auto renewal for your convenience O Opt in to auto renew in the ProAd
19. c chart of accounts developed by QuickBooks accountants NOTES QuickBooks 2007 Accountant Update Seminars 23 QuickBooks Products and Solutions for Accountants and Advisors O Always on audit trail Preventing and finding errors is now easier with more transaction detail and easier to read reports O Plus all the new features previously shown for QuickBooks Premier Pro and Simple Start How Premier Accountant Edition helps you support your clients Tools to work more efficiently with QuickBooks Clients O NEW Accountants Copy Using the Accountants Copy you can Work in the prior period set by the dividing date while your client continues to work in the current period in their QuickBooks file While you have the Accountants Copy your client is prevented from adjusting transactions in the period you are working You can add edit and delete the most commonly used transactions in the period you are working in Send back your changes and your client can review your changes and automatically import them into their QuickBooks file After importing your changes your client will be prompted to protect your changes with Set Closing Date which password protects prior periods O IMPROVED EasyStep Setup Interview Speed your new client set up and reduce coding errors with new over 30 NEW simplified industry specific chart of accounts developed by QuickBooks accountants Yes no questionnaire will guide you easily Easily ad
20. d efficiently perform year end write up work and prepare business income tax returns NOLES 36 QuickBooks 2007 Accountant Update Seminar QuickBooks Payroll Choosing the Right Solution for You and Your Clients Now that you understand the entire Payroll line up let s look at What s New for 2007 Payroll Center Improvements O Included in the following payroll solutions for 2007 QuickBooks Standard Payroll QuickBooks Enhanced Payroll QuickBooks Enhanced Payroll for Accountants QuickBooks Assisted Payroll O The Payroll Center provides an end to end view of your most important payroll tasks from paying employees to paying taxes and filing your forms O Get reminders to pay employees if groups of employees are paid on different schedules create payroll groups and QuickBooks will display which group of employees to pay when O See which agency to pay when to pay and the amount due O Easy to tell payments that are due now vs upcoming payments O Everything is available with one click access More efficient easier to use more flexible NOLES QuickBooks 2007 Accountant Update Seminar 37 QuickBooks Payroll Choosing the Right Solution for You and Your Clients What s New in QuickBooks Enhanced Payroll for Accountants for 2007 After the Fact Payroll requires QuickBooks 2007 O An efficient method for entering payroll data when clients prepare payroll themselves O Enter after the fact payroll through on
21. d or delete individual accounts NOLES 24 QuickBooks 2007 Accountant Update Seminar QuickBooks Products and Solutions for Accountants and Advisors O IMPROVED Audit Trail Reporting Preventing and finding client errors is now easier with more transaction detail and easier to read reports Audit Trail feature is always on without impacting performance NEW Reporting now presents every date an individual transaction has been modified making it easier to find adjusted transactions NEW Anything that s printed has to be saved first the audit trail records all saved and edited and deleted transactions O Toggle between all the fully functioning editions of QuickBooks 2007 accounting software Premier Accountant Edition 2007 contains all the features and reports of Simple Start QuickBooks Pro Premier and Premier industry specific editions Premier Accountant Edition allows you to toggle between versions to support your clients quickly and easily without having to load or own other versions of QuickBooks This saves time and money O Remote Access powered by WebEx Premier Accountant Edition 2007 includes a 12 month subscription of Remote Access e Work on your clients older versions of QuickBooks without maintaining old software versions e Gold service is free with Premier Accountant Edition e No cost to your client Print reports to your printer or the clients computer Upgraded Platinum Service available
22. dition 7 0 O QuickBooks Enterprise Solutions Retail Edition 7 0 QuickBooks Point of Sale O Integrates with QuickBooks making the z out process easy and painless O Eliminates the need to separately calculate balance and enter the daily sales report to QuickBooks O Keeps retail staff out of financial software records O Powerful inventory capabilities and reporting with very easy to use interface Your typical client O Retail businesses O Process more than 30 sales per day O Need card present processing internet or phone authorization O Want to use point of sale hardware Bar code scanning Receipt printer Touch screen processing Cash drawer etc NOLES QuickBooks 2007 Accountant Update Seminar 13 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients O Have multiple retail locations O Not recommended for restaurants TIP A certification course and exam are available for this product Becoming certified and offering QuickBooks Point of Sale support can open a new revenue stream in your practice QuickBooks Merchant Services Credit Card Processing O A family of services to meet all your credit and debit card processing needs O Very useful reconciliation tools Get Funding Status amp Download Fees built in for you O Easy to process credit amp debit card payments for you and your clients O Easy to set
23. ds O Might have multiple locations all needing access to the accounting system O Typically experiencing rapid growth requiring additional capacity amp scalability O Often have industry specific needs Recommend Enterprise Solutions to Clients Who O Need more than 5 simultaneous users can go up to 20 O Have revenues that exceed 1 million typically O Have rapid data file growth O Need extremely long lists i e Customers Vendors Items etc O Need enhanced access restrictions i e more granular permissions O Need advanced accounting and inventory functionality solution O Are currently using mid market solutions or think they may need a mid market solution O May need to consolidate financials Enterprise can combine financial statements from up to 10 separate QuickBooks files O Want to integrate with best of breed 3rd party applications O Have outgrown Premier or Pro NOLES 12 QuickBooks 2007 Accountant Update Seminar Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients Enterprise Solutions comes in six industry specific editions O QuickBooks Enterprise Solutions Accountant Edition 7 0 O QuickBooks Enterprise Solutions Contractor Edition 7 0 O QuickBooks Enterprise Solutions Manufacturing amp Wholesale Edition 7 0 O QuickBooks Enterprise Solutions Nonprofit Edition 7 0 O QuickBooks Enterprise Solutions Professional Services E
24. e simple spreadsheet style data entry screen O Customize the data entry columns so they match the sequence of data provided in your clients payroll data records O Data from the employee s last paycheck can be automatically copied into the current period O QuickBooks automatically identifies errors in gross to net calculations and in fixed percent withholdings such as Social Security or Medicare Client ready Reports requires QuickBooks 2007 O Give clients professional looking reports and analyses that print with just a few keystrokes O Help them understand all the details of their payroll with pre configured reports Payroll activity by employee e Details of payroll expense items by pay period month quarter or year to date e By employee views of earnings employee paid taxes additions deductions amp company paid taxes amp contributions Payroll expense analysis e Helps you review payroll expenses by expense item and over time e Payroll tax reports e Help clients understand payroll taxes accrued paid and any unpaid tax liability NOLES 38 QuickBooks 2007 Accountant Update Seminar Section 4 Grow Your Practice What s New in the ProAdvisor Program 2007 What did we hear from ProAdvisors We got numerous requests for O Mote distinction ways to grow your practice O More help in marketing your practice O More value allow you to customize to cover members of your firm O Mote training to effectively s
25. fees apply for Direct Deposit Checks sold separately 24 7 access subject to occasional downtime due to systems and servers maintenance State forms are supported for over 40 states Terms conditions features pricing and service options subject to change without notice 30 consecutive days of QuickBooks 2007 support included from first time registration Offer valid 90 days from software purchase U S only NOLES 28 QuickBooks 2007 Accountant Update Seminar Section 3 QuickBooks Payroll Choosing the Right Solution for You and Your Clients Objectives O Get to know QuickBooks payroll solutions O Choose what s right for your client or for you O Learn about new features for 2007 What s great about QuickBooks Payroll Standard Enhanced amp Assisted Intuit Payroll Services Complete Payroll is a fully outsourced solution that downloads into QuickBooks O Setup amp ongoing maintenance made easy Step by step guidance makes it easy to set up and get started Conveniently input data using QuickBooks works within QuickBooks so there s no double entry and nothing new to learn Easily download up to date tax tables and withholding limits into QuickBooks O Pay Employees Print paychecks from your PC in minutes or use optional Direct Deposit Rapid time entry of hours for all employees on one screen Scheduled payroll groups make it easy to pay groups of employees on different schedules requires
26. formance O Improved Backup Process Only one menu item to choose from to eliminate confusion If clients are backing up for archival purposes the instructions are clear If clients are moving a file the Portable company file is described Even help in maintaining backups and file locations is available so your client can be more successful NOLES 16 QuickBooks 2007 Accountant Update Seminar Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients O QuickBooks Online Backup Service Provides clients a convenient way to back up their important business information They can download backed up files at any time anywhere from any computer with an Internet connection Separate fees apply NOTES QuickBooks 2007 Accountant Update Seminar 17 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients QuickBooks Pro Edition 2007 What s New and Improved for your Clients Pro contains all the features in Simple Start plus the following New Features O Frequently entered business expenses can now be automatically classified Saves time on data entry increases client accuracy overall O NEW online timesheets from Time Tracker Download employee and contractor web based timesheets into QuickBooks for client billing purposes Includes automatic email reminders O NEW Pro 3
27. ht Product to your Clients O Benefit from efficiencies Employees partners and accountants have simultaneous data access to work on the books at the same time No freezing of the books or emailing files so youre able to provide rapid accounting answers Collaboration with your client is worry free because you are automatically given access No version hassles because auto upgrades are included in the subscription Intuit support included in subscription O Want safeguards and security Safeguards financial data with automatic daily backups through Intuit servers Password protection provides clients complete control over who accesses their financial data and how much each user can see or update QuickBooks Online Payroll is also available so you can easily manage your client s payroll taxes and fillings with step by step help and online tools It s fully integrated with QuickBooks Online Edition so clients have their financial and payroll data in one easy to access place QuickBooks Online Edition is not for clients who require the following functionality O Inventory O Purchase Orders O Online Banking O Online Bill Pay NOLES QuickBooks 2007 Accountant Update Seminar 9 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients Pro Your typical client O Growing business O Has employees O Needs more control Recommend Pro for Clients Who
28. ickBooks 2007 Products and Services How to Recommend the Right Product to your Clients Simple Start is a solution for clients that are new to QuickBooks It is not for clients already on a higher version of QuickBooks Simple Start Free Starter Edition is a fast and easy way to help clients get started using financial software It s fully functional and lets your clients manage 20 customer and vendor names for FREE with no expiration date Simple Start is not for clients who require the following functionality O Accounts Payable O Purchase Orders O Inventory Functions O Budgets O Standard Payroll QuickBooks Online Edition Your typical client O Small businesses seeking the freedom to access their finances from any internet connected PC anytime and anywhere O Service based businesses with a heightened need for 24 7 access from remote locations O Tech savvy and forward looking businesses with standard business management needs Recommend QuickBooks Online Edition for those Clients Who O Seek similar feature set to QuickBooks Pro optimized for the web making it easy to collaborate real time with multiple users from any location at any time O Need access to their finances 24 7 from any internet connected PC giving them the freedom to work from home or on the road NOLES 8 QuickBooks 2007 Accountant Update Seminar Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Rig
29. ients better understand the true cost of payroll This will also help both of you get a better picture of how the company is doing at year end NOLES QuickBooks 2007 Accountant Update Seminar 35 QuickBooks Payroll Choosing the Right Solution for You and Your Clients Payroll solutions for you the accountant QuickBooks Enhanced Payroll for Accountants A made for accountants by accountants solution O Easy to provide a more complete professional and profitable payroll service O Extend services to and grow relationships with clients Help clients who don t want to do payroll themselves Stay in touch year round O Expand your practice Grow your practice by extending your portfolio of accounting services Attract new clients Create a platform for offering additional consultative services e Employee benefits administration e Retirement planning O Improve profitability Leverage existing skills and resources Smooth revenues all year O Support more clients serve up to 50 EINs with just one paid subscription O Prepare live or After the Fact payroll After the Fact payroll requires QuickBooks 2007 O Prepare and file federal and state taxes O Track workers compensation rates and deductions O Perform one step net to gross calculations O Run payroll directly from existing QuickBooks software O Streamline your write up work Together with QuickBooks Premier Accountant Edition you can quickly an
30. ion 2007 O It is the Master Program for accounting professionals that will help save you time and money O QuickBooks Premier Accountant Edition 2007 allows you to open up and work with all of your clients 2007 files from Simple Start to Pro to Pro for Mac to all versions of Premier Adjust make your changes and then send the file back to the client O QuickBooks Enterprise Solutions Accountant Edition 7 0 allows you to open up and work with all of your clients Enterprise 2007 files Adjust make your changes and then send the file back to the client O Accomplish your key tasks with integrated accounting tools O Perform write up review and reporting services with easy to use built in tools like Financial Statement Designer Working Trial Balance and Bank Reconciliation O Make short work of entering your clients source data with registers and journals designed for rapid data entry O Prepare for tax returns with Fixed Asset Manager and with Lacerte and ProSeries integration What is new and improved in Premier Accountant Edition 2007 O All New Accountants Copy A breakthrough in how you exchange and work with your clients prior period data O Financial Statement Designer A new account section in the designer highlights when new or deleted accounts are missing from your statements O EasyStep Setup Interview Speed your new client set up and reduce coding errors with new simplified industry specifi
31. ition 2007 O Manage subcontractors more efficiently Clients can now track the expiration dates of their subcontractors workmen s compensation and general liability insurance Alerts notify them when a subcontractor s insurance has expired QuickBooks Premier Manufacturing amp Wholesale Edition 2007 O Unit of measure conversion prevents costly errors Clients can now buy the same item in one unit of measure stock it in another and sell it in yet another The feature enables clients to easily translate inventory from one unit of measure to another QuickBooks Premier Nonprofit Edition 2007 O Donor contribution summary report Clients can see a summary of their donor activity for a given period Then they can use this report to create year end statements for their donors NOLES 20 QuickBooks 2007 Accountant Update Seminar Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients QuickBooks Enterprise Solutions 7 0 New and Improved Features Enterprise contains all the features of Pro and Premier plus the following new and enhanced features for larger business clients O Mote entries increased list limits Clients can now add a hundred thousand or more inventory items customers and vendors there are no limitations to your clients growth O Enhanced functionality for product based clients Clients can now apply different u
32. k more about Premier Accountant Edition later this edition is specially optimized for accountants and contains all the features and reports of the above Editions In some circumstances it can be the best choice for clients but this should be approached carefully Recommend Premier Industry Editions to Clients Who O O m O O O O m Need help with industry specific reports forms and help menu content Need to use sales orders work orders Need planning and forecasting tools not included with Pro Need more robust Inventory features i e assemblies amp sales fulfillment tools Need remote access capabilities Need advanced job costing features Accountant and Contractor Editions Need to track change orders Accountant and Contractor Editions Need to track multiple billing rates per employee price levels per customer etc Accountant Contractor and Professional Service Editions TIP fyou use an industry specific edition the client will receive more features at no additional cost as opposed to using Premier plain version NOLES QuickBooks 2007 Accountant Update Seminar 11 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients Enterprise Solutions Your typical client O Larger growing businesses company has increasingly more complex workflows with specialized employee functions O May have a CFO Controller and stronger department hea
33. ks 2007 Accountant Update Seminar 27 QuickBooks Products and Solutions for Accountants and Advisors Tools to help you get up and running quickly O 30 days free technical support 24 7 service O Free downloadable Peachtree to QuickBooks Conversion Tool O Automatic subscription to Intuit ProConnection newsletter ENDNOTES ei Does not include QuickBooks Enterprise Solutions QuickBooks Pro for Mac QuickBooks Online Edition Invoice Manager Easy Estimate or Time Tracker Works with all QuickBooks accounting software except QuickBooks Enterprise Solutions QuickBooks Simple Start QuickBooks Pro for Mac QuickBooks Online Edition Invoice Manager Easy Estimate or Time Tracker and requires at least QuickBooks 2007 Not all transactions can be adjusted Powered by WebEx Internet access required One 12 month single user subscription of Remote Access Service included at no charge valid for customers who purchase and install QuickBooks Premier Edition 2007 software before December 31 2007 Twelve months of service begins at the time of installation of Premier Edition software After 12 months Premier Edition users can subscribe to the service for a fee Fees apply for additional subscriptions Terms subject to change QuickBooks Enhanced Payroll for Accountants is sold separately and requires a subscription ELN and at least QuickBooks 2007 Internet access required for download delivery and Direct Deposit Nominal additional
34. manac is a free tax research resource brought to you by Intuit TaxAlmanac is a revolutionary leap forward in how tax professionals research tax laws create and share knowledge The goal is to transform tax research and to improve the effectiveness of tax professionals everywhere Intuit is pleased to be able to facilitate the group knowledge and insight of tax pros from all walks of life We are supporting this site as a way of giving back to the accounting community that has actively supported us TaxAlmanac draws on the power of community Simply put none of us is as smart as all of us O Content on TaxAlmanac is written by tax professionals from across the country and takes advantage of the knowledge of academia as well as practitioners in short the real tax experts O The site includes key information that tax professionals find useful when conducting research including the Internal Revenue Code Treasury Regulations Tax Court Cases and a variety of Articles O TaxAlmanac contains more than 19 000 articles as of Sept 2006 O Global search functionality is built in so you can easily search for a topic O You can create watch lists of articles that are of special interest to you O Each article includes a historical look back so that you can see how it has evolved over time O Got a question You can request a topic in our Discussion Forum The community will answer it for you making TaxAlmanac a unique interactive experience
35. nits of measure to their purchase orders and sales orders for the same 6 item Plus they will also be able to see tools such as Available to Promise and Sales Order Fulfillment Worksheet in the sales units of measure they ve assigned to an item enabling your clients to fulfill in any given unit of measure Expand your clients capabilities through software that easily integrates with QuickBooks Enterprise Solutions to help you run your business such as ACT or TrueCommerce EDI designed for Enterprise Solutions NOLES QuickBooks 2007 Accountant Update Seminar 21 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients ENDNOTES NN Works with 2006 or 2007 editions of QuickBooks for Windows Pro Premier and Enterprise updated to the most current release Internet access required 60 day free trial included Fees apply after free trial period 2 Valid only for new Google adWords customers with self managed sign up Advertisers will be charged an activation fee currently 5 Will be charged for advertising that exceeds the promotional credit Will need to suspend their ads if they do not wish to receive additional charges beyond the promotional credit amount Subject to ad approval valid registration and acceptance of the Google Program standard terms and conditions The promotional credit is non transferable and may not be sold or bartered Offer may be
36. ntants Payroll Payroll Assisted Payroll Paying Employees Print paychecks from x x x x your PC in minutes Direct Deposit to employee bank Optional Optional Optional Optional accounts available Net to Gross X X osoo e Rapid time entry of hours for all employees on one screen After the fact requires QuickBooks 2007 payroll lets x accountants quickly record client payroll data in QuickBooks Refer to page 34 for footnotes calculator for one step X checks and bonuses NOTES 32 QuickBooks 2007 Accountant Update Seminar QuickBooks Payroll Choosing the Right Solution for You and Your Clients Enhanced Payroll for Enhanced Accountants Payroll Standard Payroll Assisted Payroll Filing Forms amp Paying Taxes Payroll tax forms Federal and state Federal and state Federal forms only Federal and state automatically filled in forms filed for you with QuickBooks data Print completed federal forms including 940 Sch A 941 Sch B 944 W 2 W 3 and more Prints completed state forms including Withholdings Unemployment Insurance New Hire reports amp more Federal and state payroll tax deposits and filings done for you guaranteed accurate amp on time Tax filing confirmations delivered automatically by email Workers compensation tracking calculation and reports Refer to page 34 for footnotes NOTES QuickBooks 2007 Accountant Update Seminar 33 QuickBooks Pay
37. offers e Access to Client s entire computer or QuickBooks only e Transfer data files of any size and type from the clients computer e Anytime access to your clients data NOLES QuickBooks 2007 Accountant Update Seminar 25 QuickBooks Products and Solutions for Accountants and Advisors How Premier Accountant Edition supports your practice Advanced Accounting Functionality for Your Office O IMPROVED Enhanced Payroll for Accountants NEW After the Fact Payroll enter validate amp adjust client payroll in a customizable screen NEW Payroll Report Center pre configured client ready payroll reports help clients understand their payroll expenses O IMPROVED Financial Statement Designer Unlimited customization of financial statements Format financial statements using spreadsheet like tools Start with one of 20 professional financial statement layouts or design from scratch Customize statements by inserting columns amp rows Add or modify formulas Control formatting of each cell with spreadsheet like tools Create compilation letters and notes using built in document editor Print a complete set of financial statements and supporting documents in the order you want Create templates and use across all your clients to create your own firm s look and feel for Financial Statements NEW An account section has been added to the designer and highlights when new or deleted accounts are missing from your statements
38. ow to perform needs analysis with your clients to identify their industry and business needs for software and consulting services Ask your client O What business functions do they need to accomplish on a regular basis O What do they need that they cannot get from their current accounting system O What is on their wish list O What reports do they generate currently What reports do they need but do not currently generate O Do they have accounting experience or assistance from someone that does O How many users will need to use the accounting software NOTES QuickBooks 2007 Accountant Update Seminar 5 Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients Ask yourself O What condition are their records in today O Do they have time skill to commit to their books O Do they have financial knowledge sufficient to know if things are done correctly or not O Do they have specialized needs which may require an integrated solution O Are they a candidate for shared books with your office or another professional O Are they a rapidly growing business Once you have these answers you can then look at which product is right for which client type NOTES 6 QuickBooks 2007 Accountant Update Seminar Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients The QuickBooks 2007 Product Family
39. quickbooks com taxforms for complete list of supported forms 6 No Penalties Guarantee if the data you provide is accurate on time and your account is sufficiently funded your payroll tax deposits and filings will be on time and accurate or we ll pay the resulting payroll tax penalty NOLES 34 QuickBooks 2007 Accountant Update Seminar QuickBooks Payroll Choosing the Right Solution for You and Your Clients Why recommend QuickBooks Payroll Solutions to your clients O Recommend QuickBooks Payroll when you prefer not to provide payroll services to clients O Recommend a trusted product Over 850 000 small businesses use QuickBooks Payroll it s the 1 small business payroll solution O Give your clients choice Intuit offers a full range of payroll solutions designed to meet a variety of client payroll requirements O Help your client organize their payroll and run their business better Everyday payroll tasks are made easier QuickBooks Payroll solutions work inside QuickBooks so there s no double entry and nothing new to learn O Help clients keep all data in QuickBooks so you can do year end write up and tax work for them more efficiently Your clients will have payroll data stored in their QuickBooks company data file so you won t have to ask for it later or key it in again yourself Full payroll detail in QuickBooks lets you generate detailed payroll reports and analyses which helps you and your cl
40. roll Choosing the Right Solution for You and Your Clients Enhanced Payroll for Enhanced Accountants Payroll StandardPayroll Assisted Payroll Professional looking client ready reports help clients track payroll X expenses requires QuickBooks 2007 Customizable payroll reports generated X X X X through QuickBooks Support and Service In product and online Help for setting up and finding answers Included payroll support Callback support via web request for set up and usage Available to active payroll subscribers www quickbooks com callme Terms conditions pricing features support and service options subject to change without notice 1 Assisted Payroll Plus and Enhanced Payroll Plus include ongoing QuickBooks software upgrades as long as your Assisted Payroll Plus or Enhanced Payroll Plus subscription is current You may choose to cancel this ongoing upgrade option at any time 2 Direct Deposit is available for an extra fee Direct Deposit requires at least QuickBooks 2004 or a currently supported version of QuickBooks a QuickBooks Payroll subscription and Internet access Nominal per transaction and per payroll transmission fees apply To see if your state s forms are available visit www quickbooks com taxforms Forms available 940 Schedule A 941 Schedule B 944 945a 943 943a W 2 W 3 1099 MISCs and 1096 forms 3 4 5 With Enhanced Payroll state forms available for most states see www
41. s End to end solutions our products allow you to manage all of your work from receiving and reviewing client transactions making your adjustments and ending with a completed and filed tax return This is why we are the leading provider to Tax and Accounting Professionals like you With tax planning and analysis tools professional tax products such as Lacerte DMS and ProSeries the accountant specific functionality built into QuickBooks Premier Accountant Edition our line of Payroll solutions as well as Simple Start Pro Premier and Enterprise for your clients there is virtually no accounting payroll or tax task that cannot be accomplished using our extensive range of products And because they are designed to work together you ll gain efficiencies you never thought possible You ll also enjoy a shorter learning curve our products are consistently rated easy to learn and use for you your staff and your clients With over 325 000 accountants using our products you are in very good company You deserve the best Be sure to install your copy of QuickBooks Premier Accountant Edition 2007 when you get back to your office and let us know what you think The product just gets better and better because of your feedback Please bookmark www accountant intuit com as an ongoing resource for you we ll be updating this website frequently with How To documents training and CPE courses and access to community forums where you can
42. ts O Intuit product information Access details about the complete line of Intuit products that are ideal for accounting professionals such as QuickBooks Premier Accountant Edition QuickBooks Payroll for Accountants Lacerte ProSeries and the ProAdvisor Program Additionally learn about the line of QuickBooks products for your small business clients O Training for Intuit products Sign up for live web based and self paced training Many training events are free and CPE credits are offered O New Intuit Online Community for Accounting Professionals Connect with your peers about Intuit products practice management and industry trends via online discussion forums Access forums related to the complete line of Intuit products all from one place Plus the new Resource Library contains reference materials created by your peers access them or add your own to improve the value of the community O Articles Tips test drives and more accountant intuit com is packed with tremendous articles tips product test drives and more much of which comes from your fellow professionals Please visit and bookmark accountant intuit com and let us know what we can do to improve the site to make it better for you You can email the sites manager Brandon Wilson at brandon _wilson intuit com QuickBooks 2007 Accountant Update Seminar 45 Key Resources for Accountants and Advisors www taxalmanac org Tax Al
43. untant Update Seminar QuickBooks Payroll Choosing the Right Solution for You and Your Clients Payroll Solutions Comparison Chart Enhanced Payroll for Accountants Right for accountants who want to provide payroll tax services to clients live amp after the fact payroll direct deposit state amp federal tax filings workers comp tracking Right for you if prefer to handle their own payroll amp payroll tax filings need state forms and other tools like workers comp tracking Annual Subscription Pricing Setup amp On Going Maintenance with Enhanced Payroll Plus for Accountants Conveniently input payroll data using QuickBooks sold separately Easily download up to date tax rates and withholding limits into QuickBooks Ongoing software upgrades for QuickBooks with Enhanced Payroll Plus Refer to page 34 for footnotes NOTES 299 299 199 ZUELA Standard Payroll Assisted Payroll Best for clients who Best for clients who want to prepare their own paychecks and have payroll tax deposits and filings prepared by Intuit guaranteed Right for clients who don t file state payroll taxes and don t need tools such as workers comp tracking From 59 month with Assisted Payroll Plus QuickBooks 2007 Accountant Update Seminar 31 QuickBooks Payroll Choosing the Right Solution for You and Your Clients Enhanced Payroll for Enhanced Standard Accou
44. up and use applications are typically approved in 2 3 business days integrated with QuickBooks software O Helps your clients get paid faster and save time collecting O No long term contracts or cancellation fees No terminal required O Very competitive rates There are many options for you to choose from to meet your client s unique needs For PCs O Accept credit cards in QuickBooks fully integrated O No terminal needed but can purchase a card reader if you wish O E mail invoices amp receive credit card payments online via secure website O Set up recurring transactions O Accept from any web browser and download transaction into QuickBooks O Ideal for phone based sales and service businesses NOLES 14 QuickBooks 2007 Accountant Update Seminar Understanding the Complete Line of QuickBooks 2007 Products and Services How to Recommend the Right Product to your Clients For Terminals O Accept credit cards using a terminal download to QuickBooks this can be done remotely O Ideal for retail businesses who accept credit cards face to face O Can also accept Debit Cards O Purchase a terminal or let Intuit reprogram your existing one For Point of Sale Software O Accept credit cards in QuickBooks Point of Sale software O Exclusively for QuickBooks Point of Sale users O Purchase a PIN pad from Intuit to accept PIN debit transactions For Web Stores O Accept credit cards in your web store the key to selling online
45. upport clients Overview of 2007 program What is NEW this year More credentials to distinguish yourself and attract new clients O Can now be Certified on QuickBooks Point of Sale NEW QuickBooks Enterprise Solutions Certification e Available to QuickBooks Certified ProAdvisors Only NEW QuickBooks Advanced Certification e Required attendance in 4 in person seminar sessions 15 cities in Fall 2006 Open to all accountants but priority given to ProAdvisors ProAdvisors receive 50 off seminar cost Required attendance in 4 online sessions Required completion of QuickBooks 05 06 amp 07 Certifications O NEW If you are already certified in QuickBooks 2005 and 2006 you will now have the option of skipping straight to the 2007 certification exam Please note you will not be eligible for CPE credits if you do not complete the course materials and quizzes NOTES QuickBooks 2007 Accountant Update Seminar 39 Grow Your Practice Whats New in the ProAdvisor Program 2007 More tools to market yourself and grow your practice NEW Access the Grow Your Practice Center with do it yourself marketing tools including O Customizable presentations amp brochures O Free website hosting O Biz card templates O Branded promotional items O Tips on web marketing O And lots more More ways to save money You can now customize the program to your specific needs and potentially save thousands of dollars on softw
46. visor Program O Payroll automatically auto renews if youve selected the ProAdvisor Program with Enhanced Payroll for Accountants option O A la Carte menu items do not auto renew NOLES QuickBooks 2007 Accountant Update Seminar 41 Grow Your Practice Whats New in the ProAdvisor Program 2007 Overview of 2007 program What remains the same in the ProAdvisor Program Earn valuable CPE credits When you complete any of the following training programs O QuickBooks Certification up to 16 CPE credits O QuickBooks one hour webcast 1 CPE credit per webcast O QuickBooks two hour webinars 2 CPE credits per webinar O QuickBooks live training seminars 3 CPE credits More ways to support your clients 83 of ProAdvisors agree they are able to get the help amp support they need because of the QuickBooks ProAdvisor Program membership June 2006 survey O More webcasts webinars amp advanced training courses O Unlimited US Based Priority Tech Support O Call Back Support O IMPROVED Product discounts now save up to 30 off QuickBooks products and services You can choose to pass on the discount to your clients or keep the margin for yourself Invoices no longer reflect the price paid when we ship directly to your client 1 Terms and conditions of ProAdvisor technical support support features pricing and support availability are subject to change at any time without notice Intuit reserves the right to
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