Please remember to turn off cell phones

1
Welcome

• Please remember to turn off cell phones

2
CFO for HireAccounting Operations Management

• 3 E-Comm Square
• Albany, NY 12207
• [phone]
• Contact Information
• Jim Lozano, extension 20 or jlozano_at_cfo-for-hire.c
  om
• Lynn Zeronda, extension 39 or lzeronda_at_cfo-for-hir
  e.com

3

• Brian Wiese
• brianw_at_btbsinc.com
• [phone]

4
Todays Objectives

• Provide you with a better understanding of all of
  Intuits products so you can inform and guide
  your clients more effectively.

• Show the distinct differences between QuickBooks
  Pro/Premier and Enterprise Solutions.

• Dispel the myth that Enterprise Solutions is
  designed for bigger small businesses and not a
  viable mid-market product.

• Outline NEW add-on suites to Enterprise and 3rd
  Party add-ons along with add-on services for all
  QuickBooks products.

5
25th Hour AccountingTechnology Consultants

• Wayne Higdon, Advanced Certified QuickBooks
  ProAdvisor and QB Add-on Specialist
• Micki Mauger, Certified ProAdvisor Certified
  POS Advisor

www.25thhour.biz 518-489-4365
6
Top Five Technologiesfor you and your
clientsWayne Higdon

• a.k.a. I didnt know you could do that!

7
1 Multiple Monitors

• QuickBooks on one screen, Excel Word on
  another, and Outlook on a third
• Easy to add with new USB technology to link up to
  six displays USB VGA Adapter for Multiple
  Displays by EVGA 35 - 70

8
2 Unified Communications

• Hosted Outlook Exchange email, contacts and
  calendar always in sync with PC, PDA and web
  access. www.apptix.com/
• Want it for freelook for webmail that supports
  IMAP (not POP)
• Fax-to-email and voicemail-to-emaileverything to
  your inbox http//www.25thhouraccounting.com/ourvi
  rtualoffice/faxvoicemail.html

9
3 Desktop Search

• Unified desktop search works with Outlook email
  contacts and every document on your PC (free)
• Google Desktop http//desktop.google.com/
• Copernic Desktop () http//www.copernic.com/
• Windows Search (add to XP, included with VISTA
  and Office 2007) http//www.microsoft.com/windows/
  products/winfamily/desktopsearch/default.mspx

10
4 Virtualization

• Microsoft Virtual PC 2007, or
• VMware Workstation https//www.vmware.com/
• Run two different operating systems on one PCrun
  XP applications on the upcoming Windows 7
• Create safe software testing environment
• Create demonstration virtual machines
• VMware Fusion runs Windows on a Mac
• Server virtualization improves stability and
  eliminates need for multiple server machines

11
5 Windows Home Server
A network server for small business for 500 to
800 bucks

• Digital pictures, songs and video stored in a
  central location, shared across network
• Computers backed up daily automatically restore
  lost files or even entire hard drive contents
• Complete access to files from both inside and
  outside the home/office
• A website address for sharing photos and videos
  similar to Flickr, Shutterfly Snapfish

http//www.microsoft.com/windows/products/winfamil
y/windowshomeserver/default.mspx
12
QuickBooks 2009family of productsWayne Higdon
Micki Mauger
13
QuickBooks 2009 Family

• Online Free

Online Edition
Online Basic - 9.95/month
Online Plus - 34.95/month

• Free version Up to 20 customers
• Basic 9.95/mo unlimited customers, vendors
  items
• Plus 34.95/mo adds budgeting, time tracking,
  Class tracking, recurring billing, automated
  online banking daily download, export to Excel,
  track multiple locations, print 1099s

14
QuickBooks 2009 Family
Simple Start

• Cash basis books
• (great for the small shoebox client), plus
  customer invoicing
• Free version up to 20 customers
• 99 version

15
Quicken vs. QB SimpleStart
16
QuickBooks 2009 Family
QuickBooks Pro
199.95 per license 2 User 379.95 3 User
549.95
QuickBooks For Mac

• 199.95 per license

17
QuickBooks 2009 Family
QuickBooks Premier

• 399.95 per license
• 2 User 749.95
• 3 User 1,099.95

• General Business
• Accountants Edition
• Manufacturing/Wholesale
• Contractors
• Professional Services
• Retail
• Nonprofits

Industry Specific Editions
18
Sample Wholesale Edition
19
Online Access to QuickBooks

• QuickBooks Online Edition
• LogMeIn or GoToMyPC on your desktop
• Remote Desktop built into Server 2003/2007
• Microsoft Terminal Services on a server
• Outsourced hosting by InSynQ
• Contact Wayne for hosting 65/mo/userthat
  includes IT Support
• http//www.25thhouraccounting.com/ourvirtualoffice
  /onlineaccounting.html
• Method custom input forms

20
Comparison Chart
http//quickbooks.intuit.com/product/accounting-so
ftware/quickbooks-comparison-chart.jsp
21
QuickBooks 2009 Family

• QuickBooks POS

299.95 - Software
799.95- Cash Register Plus with Peripherals
Bundle
Cash Register Plus NEW!
1,499.95 - Intuit-HP Retail Solution with Cash
Register Plus
22
QuickBooks 2009 Family

• QuickBooks POS

799.95 - Software
1,499.95- POS Basic with Peripherals Bundle
POS Basic 8.0
1,999.95 - Intuit-HP Retail Solution with POS
Basic
23
QuickBooks 2009 Family

• QuickBooks POS

1,199.95 - Software
1,899.95- POS Pro with Peripherals Bundle
POS Pro 8.0 Single Store
2,499.95 - Intuit-HP Retail Solution with POS Pro
24
QuickBooks 2009 Family

• QuickBooks POS

1,599.95 - Software
POS Pro 8.0 Multi Store
2,299.95- POS Pro Multi Store with Peripherals
Bundle
25
QuickBooks 2009 Family
Enterprise Solutions

• 3,000.00 - 13,000.00
• 5 to 30 Users

• Accountants Edition
• Manufacturing/Wholesale
• Contractors
• Professional Services
• Retailers
• Nonprofits

Industry Specific Editions
26
QAQuickBooks Family
27
Enterprise SolutionsBrian Wiese
28
QuickBooks vs Enterprise Solutions

• What does QBES have that Pro/Premier do not.

• Multiple company financial reporting

• Built in ODBC driver for enhanced reporting
  capabilities

• Much more robust security settings for users.

29
QuickBooks vs Enterprise Solutions

• What does QBES have that Pro/Premier do not.

• Ideal for Terminal Server environment.

• Intuit Statement Writer and Employee Organizer
  features included.

• Intuit Full Service Plan Includes unlimited
  tech support with Intuit and all software
  upgrades.

30
QuickBooks vs Enterprise Solutions

• What does QBES have that Pro/Premier do not.

• Greater Scalability 5 to 30 user licenses.

• Handle much larger data files.

• Greater efficiency in network environment.

• Enables larger names and items lists (up to 1
  million names and 1 million items.

31
QuickBooks vs Enterprise Solutions

• What does QBES have that Pro/Premier do not.

• Intuit Business Analysis ES

• NEW Add-on Modules

• Intuit Sales Management ES (Still in Beta)

• Intuit Field Services Management ES

• Intuit Warehouse Management ES

32
Enterprise Solutions 9.0
Full Service Plan Features

• Latest Product Upgrades

• Dedicated 24/7 Technical Support

• Custom Reporting Services

• Interactive Training Tools

• Online Backup Service

• Data Protection Services

• One free seat for each of the add-on suites.

33
Enterprise Solutions 9.0 Pricing
5 License (New User) - 3,000.00Annual Full
Service Plan - 750.0010 License (New User) -
5,000.00Annual Full Service Plan -
1,200.0015 License (New User) -
7,000.00Annual Full Service Plan -
1,600.0020 License (New User) -
9,000.00Annual Full Service Plan -
2,000.0025 License (New User) - 11,000.00
Annual Full Service Plan - 2,400.0030 License
(New User) 13,000.00 Annual Full Service Plan
- 2,800.00
34
About Your Clients

• If youre clients are outgrowing QuickBooks Pro
  or Premier, they may need
• More users
• Tighter user permissions
• More list capacity for tracking inventory and
  customers
• Better performance with large data files
• Advanced reporting
• Scalability as your business grows
• If youre clients are considering switching from
  another accounting solution, they may be looking
  for
• Real-time access to your data
• Software thats easy to learn and easy to use
• Low cost of ownership
• Help migrating your existing data to your new
  software

35
QAEnterprise Solutions
36
Whats New in 09?Brian Wiese
37
Whats New With QuickBooks 2009

• New Features For ALL QuickBooks Accounting
  Software

• Multi-Currency Capabilities Clients will now
  be able to convert foreign currency into their
  home currency simplifying the accounting in
  international business.

• Intuit QuickBooks Time Tracker Improved time
  tracking of billable and non-billable hours.

• QuickBooks Instant Messenger Now employees can
  communicate right within the QuickBooks file with
  all who are signed in.

• Improved Bank Reconciliation New data sorting
  capabilities. You can now sort by check , date,
  amount, payee, and other column headers.

38
Whats New With QuickBooks 2009

• New Features For ALL QuickBooks Accounting
  Software

• Improved Online Banking Improvements in
  functionality, setup, and now re-naming logic
  enables easy transition from transitioning online
  transactions to payee info in QuickBooks.

• Improved Multi-user Functionality Perform
  backups in multi-user mode.

• Company Snapshot New feature that brings in
  most widely utilized financial information in one
  central window.

39
Whats New With QuickBooks 2009

• New Features Exclusive To Accountants Edition

• Client Data Review - Powerful tool that
  streamlines the review process of your clients
  data file. Feature can be turned on in other
  QuickBooks products by the setup of the new
  External Accountant user.

• Accountants Copy Enhancements Improvements
  made to client data importing and added account
  mapping of fields in the 1099 form.

• Intuit Statement Writer Stand-alone module that
  replaces the Financial Statement Writer.
  Additional Fee 149.95. Free with Enterprise
  Solutions 9.0.

40
Whats New With QuickBooks 2009

• New Features Exclusive To Enterprise Solutions

• Employee Organizer FREE with QBES 9.0

• Intuit Statement Writer FREE with QBES 9.0

• More Licenses For Growing Clients Expanded to
  25 or 30 user licenses now available with QBES
  9.0.

41
Whats New With QuickBooks 2009

• New Features Exclusive To Enterprise Solutions

• New Line of Business Add-On Solutions
• Sales Management ES Enables clients sales
  force to manage critical info needed to handle
  their sales pipeline. (Still In Beta Testing)
• Field Service Management ES Great product to
  streamline the processes for the service based,
  work order driven client.
• Warehouse Management ES Enhances the inventory
  module by adding features to handle lot/serial
  tracking and multi-location controls.
• Note One free seat of each solution is provided
  with the full
• service plan.

42

• QA
• Whats New

43
BREAK TIME
44
QuickBooks Add-Ins

• Accessed within the software
• Advertised in the program
• From Intuit, often with a partner
• Usually at additional cost

45
QuickBooks Add-Ins

• Wayne Higdon

46
QuickBooks Add-Ins
47
QuickBooks Add-Ins
48
QuickBooks Merchant Services

• Intuit Payment Solutions

http//www.25thhouraccounting.com/workefficiently/
acceptcreditcards.html
49
QuickBooks Merchant Services
http//mobilepayment.intuit.com/?p_prioritycodeGP
_handset

• Competitive ratescontact Wayne or Brian to get
  the best deal

50
Payroll Options

• 1 Use a payroll service
• then download transactions, or use a summary
  journal entry, or use Write Checks, etc. etc.
• Use a zero dollar check to allocate costs to
  Jobs and/or Classes

51
Payroll Options
52
Payroll Options
53
Payroll Options
54
Payroll Options
Late breaking news Intuit had just acquired
PayCycle, the leading online payroll service. The
future of Intuit Online Payroll.
55
Payroll Options

• Pay-as-you-go Work Comp Insuranceput an end to
  up-front deposits and audit adjustments

• How it works
• You run your payrolls through QuickBooks
• Utility automatically uploads your payroll data
• calculates the exact premium for that payroll
  period
• draws the premium payment from your bank account

Contact Wayne, who will work with a Hartford
agent to get this set up.
56

• Q A
• Add-in
• Merchant Service
• Payroll Options

57
Enterprise Solutions

• NEW Add-on Modules

• Intuit Sales Management ES (Still in Beta)

• Intuit Field Services Management ES

• Intuit Warehouse Management ES

http//enterprisesuite.intuit.com/
58

• Vans
• Trucks
• Desk Jobs

59
Industry Size
When should you position which of these three
fine Intuit applications?   The answer is
simple. It is all in what they drive Intuit
Field Service Management is for folks in VANS
(Multiple work orders in one day) WorkTrack
TimeCard for Intuit Payroll is for folks in
PICK-UP TRUCKS (One job for multiple
days) Intuit Time Tracker is for DESK JOCKEYS,
aka butts in office chairs
60

• Intuit Field Service Management   VANS 
• When the repair guy rolls up to the curb, he
  usually gets out of a van.
• These are the targets for Intuit Field Service
  Management. Typically these plumbing, HVAC,
  electrical or other specialty trade types do
  multiple work orders a day installing, repairing,
  and/or maintaining customer's equipment.
• The solution benefits of getting more jobs done
  every week, getting paid faster and tracking
  payroll better make this solution very compelling
  for that Van market.

61
Sweet spot industries
62
What does it do?
Base
Module 1
Module 2
For Pricing On These Products Contact Brian
brianw_at_btbsinc.com
63
How To Improve Get Rid Of Paper
Workflow
Current Solutions White Board Work Order
Front Office
Pain scheduling, visibility of techs
Customer
Field
Back Office
Pain poor quality of service
Pain coordinating status details with front
office
Pain Double-entry into QuickBooks, Maintaining
good cash flow
64

• WorkTrack TimeCard for Intuit Payroll  TRUCKS
•  Have you ever noticed that most of the trucks at
  a job site are pick up trucks?
• These are the targets for WorkTrack TimeCard for
  Intuit Payroll. Typically these construction,
  contractors, landscapers types have hourly
  workers on multi-day jobs.
• The solution benefits of mobile payroll data
  collection, automated invoicing, real time job
  costing and GPS tracking really make this
  solution compelling for the Pick Up Truck market.

65

• Industry and SIC Codes
• Do you have hourly workers in the field?
• Lawn and Garden, Shrub and Tree Services (782,
  783)
• General Contractors-Single-Family Houses (1521)
• General Contractors-Residential, Other Than
  Single-Family (1522)
• Operative Builders (1531)
• General Contractors-Non-residential Industrial
  (1541, 1542)
• Highway and Street Construction Except Elevated
  Highways (1611)
• Bridge, Tunnel, and Elevated Highway
  Construction (1622)
• Water, Sewer, Pipeline, and Communications,
  Power Line Construction (1623)
• Heavy Construction, Classified (1629)
• Painting and Paper Hanging (1721)
• Masonry, Stone Work, Plastering, Drywall,
  Insulation (1741, 1742)

66
What is WorkTrack Timecard for Intuit Payroll
A Web Mobile solution that extends Intuit
Payroll out into the field
Track Employees Process Payroll Measure
Profitability
66
67
Do Your Customer Feel These Pains
Job Profitability/Costing Billing Delays
Disagreements Payroll Errors
Payroll Delays Paperwork
Burden Payroll Validation
Time Theft
Where Are They
TimeCard Plus
TimeCard
67
67
68
Our Three Promises to the Customer
Job Costing In Real Time Auto Labor
Invoicing Auto Payroll Entry
Auto Calculate Overtime
Review Time Cards Online
Track Workers and Crews With GPS
Access Real Time Worker Job Status
Assign Workers To Teams and Jobs
68
68
68
69

• Intuit Time Tracker Desk Jockeys   
• Intuit Time Tracker handles office employees and
  contractors submitting timesheets over the Web.

70
All of these solutions tie very nicely to

• Intuits Assisted Payroll Service

• Intuits Merchant Service Solution

71

• Enterprise Suite
• QA

72
QuickBooks Add-On Integrated Software

• Software from other publishers
• Vertical Market products for specific
  industries
• Horizontal Market utilities and programs serve
  many industries
• Find them at
• http//marketplace.intuit.com/

73
Vertical Add-Ons

• Product-based businesses using inventory
• All Orders by NumberCruncher, starting at 949
  but typically at least 2,500 plus 2,500 for
  training
• FishBowl Inventory, starting at 1895 but
  typically at least 5,000 plus the same for
  training
• Retailers use QB POS or AccuPOS or software
  specific to their niche
• The products may add FIFO/LIFO valuation,
  serialized items, bar code scanning, multiple
  warehouses, CRM

Find more info at 25thhour.biz and
http//marketplace.intuit.com
74
Vertical Add-Ons

• Professional Services billing for time
• BillQuick by BQE, starting at 495 per user
• BigTime by Attisons Attic. 895
• EZtime for web. 3.99 per user per month
• GetMyTime. 2.75 per user per month
• The products may add time tracking, Web PDA
  versions, Outlook sync, time billing against
  retainers, contact and calendar management,
  project task tracking. They usually do the
  invoicing, then send information to QB

Find more info at 25thhour.biz and
http//marketplace.intuit.com
75
Vertical Add-Ons

• Other industries with specialized needs
• Property Managementunits, vacancies, leases
• Construction/Contractorsestimating, AIA forms
• Hospitalityroom reservations
• Nonprofitsaccounting and fundraising

Find more info at 25thhour.biz and
http//marketplace.intuit.com
76
Add-Ons for All

• Horizontal Market utilities and programs that
  serve many industries
• Mini utilities such as for shipping and label
  printing
• Full applications such as for Customer
  Relationship Management (CRM) and paperless
  office

Find more info at 25thhour.biz and
http//marketplace.intuit.com
77
Software that works with Quickbooks Utilities

• DYMO LabelWriter Twin Turbo
• Deposit Now! Checks deposited online
• A/R Connection collection calls
• PrintBoss or MultiChax printing on generic check
  stock
• Xpanded Reports, QOBDC Driver, AccessBooks,
  QReportBuilder
• Data Transfer Utility, Transaction Pro Importer,
  Beginning Balance Transfer, etc.

www.25thhour.biz
78
Software that works with Quickbooks SmartVault

• a combination desktop and online solution
• Scan to PDF
• Attach to QB transaction
• Also backup your QB file access documents via
  web share with accountant

http//www.25thhouraccounting.com/ourvirtualoffice
/paperlessquickbooks.html
79
Software that works with Quickbooks
http//www.25thhouraccounting.com/ourvirtualoffice
/onlinebillpay.html
80
Software that works with Quickbooks Other
paperless options

• SourceLink desktop software with optional
  approval flow routing (www.25thhour.biz)
• FormCliQ scanning software that also reads so
  it can pre-fill your QB transactionbest for
  repetitive data entry (www.formcliq.com)
• Most CRM and Time Billing packages include the
  ability to attach documents to customers
• TIP Buy a fast scanner with document feeder and
  place it close to your desk

http//www.25thhouraccounting.com
81
Software that works with Quickbooks Customer
Relationship Management
http//www.25thhouraccounting.com
82
Software that works with Quickbooks Customer
Relationship Management
http//www.25thhouraccounting.com
83
Software that works with Quickbooks Customer
Relationship Management

• Pricing example
• 3 full users plus 7 remote users 5,300
  (include one year support plan)
• Contact Wayne for more information and pricing
  quotations.

http//www.25thhouraccounting.com
84
Software that works with Quickbooks Customer
Relationship Management

• Other CRM options include
• CircleDog CRM single-user 299
• (Coming soon QuickBooks Customer Manager Online
  from Intuit)
• LeGrand CRM
• Various industry-specific packages such as
  BillQuick for professionals and Fishbowl for
  distributors
• Outlook with Business Contact Manager

http//www.25thhouraccounting.com
85
Software that works with Quickbooks Web
Shopping Cart eCommerce

• ECommerce shopping cart software for QuickBooks
  users! Real-time syncing of product, inventory,
  pricing, customers, transactions and more. ONE
  TIME COST WITH NO RECURRING FEES! (most others
  charge per month.) Pricing Starts At 798.00 for
  a very small store, 1198 for average store
  (includes setup consultations)

http//www.25thhouraccounting.com
86
Add-onsQ A
87
Reports

• How the software can be used to maximize the use
  of reports, and how the use of experts in the
  software can be of benefit

88
Client Ambulance Sales Company
89
Challenges

• An unorganized chart of accounts
• Unable to easily track individual ambulance sales
  and service
• No way to track the profitability of each sale
• Needed the ability to track inventory to ensure
  key items were on hand at all times

90
Actions

• The Chart of accounts was numbered and subsets
  added
• Customers are now set up with Jobs attached to
  them.
• Each Job represents an ambulance sale and the
  subsequent service work provided
• Classes are now used to track New Ambulance
  Sales, Service Work, Warranty Work and Operations
• Inventory Items have been set up in the system
  and purchase orders are now created when orders
  are placed to ensure all costs associated with
  each job are accounted for

91
Client Sewer Disposal Utility Provider

• Topic Convert a Client to Quickbooks
• Situation
• A provider of utility disposal sewer lines in a
  Suburban area of upstate ny
• Over 2,000 customers who are billed for quarterly
  service
• Lacking a sound financial reporting process for
  management to track revenue expenses

92
Challenges

• Help the company move from an antiquated DOS
  based software to Quickbooks
• Organizing all 2,000 customers in QB for ease of
  tracking and reporting
• Ensuring that customer history reports were
  accurate and kept up with ever changing owners of
  properties

93
Actions

• Identified property owners as the job related to
  the customers which were the physical address
• Provided the ability to change property owners
  (jobs) of the properties (customers) as the
  properties we sold to new owners
• Helped the client prepare accurate customer
  reports based on actual customers serviced
• Gave customer better tracking of accounts
  receivable which led to a more expeditious
  process for account collection

94
Closing Remarks

• Lynn/Jim
• Wayne please join our group at Meetup.com for
  notice of future meetings
• Brian lunch session
• If you are interested in seeing a demo of any
  software discussed, please see one of us. We can
  answer quick questions now, and schedule
  demonstrations for another time at your
  convenience.

95
LUNCH TIME