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Intuit Confidential
QuickBooks 2006 Training
2Intuit Confidential
Today’s Objectives
• The QuickBooks Customer
• Support Resources
• Product Tour/Overview
• Online Features
Intuit Confidential
The QuickBooks Customer
4Intuit Confidential
QuickBooks Demographics
• Small to medium size business– 1 to 20 employees
• Younger small business owners – Age 25 to 54
• Operate on full-time basis
• One location
Quicken Users:- Smaller Biz (1-2 employees)- Part-time - Services Only- Older- Managing personal and biz finances
5Intuit Confidential
Quicken vs. QuickBooks
Accounting Systems do the following:1. Accurately measure your profits and
financial condition2. Produce checks, invoices, customer
statements3. Keep detailed records of assets (inventory)
and liabilities
Quicken is a good fit for personal finances, or a very small services only business. Quicken can’t do #3, so if you need to track anything other than cash… choose QuickBooks.
6Intuit Confidential
Why Online Banking?
Online Banking including Transaction Download, Online Bill Payment, Intra-bank Online Transfers provides the following benefits:
– Save time– More convenience– More control (i.e. online bill pay)– Improved accuracy of financial records– Check for bank errors or credit fraud– Fill in missing account data
Intuit Confidential
QuickBooks Support Resources
8Intuit Confidential
QuickBooks Resources
• In-ProductIn-Product– Set up fast with the EasyStep Interview– Sample company data files– 30 day free support assistance– Help Menu > QuickBooks Learning Center (see below)
– Help Menu > Access Support Resources
9Intuit Confidential
Support Options
• QuickBooks Knowledgebasewww.quickbooks.com
www.quickbooks.com/support
• QuickBooks Accounting ProAdvisorwww.UseQuickBooks.com/findadvisor
• QuickBooks User Communitywww.quickbooksgroup.com
• QuickBooks Phone Support1(888) 320-7276 Monday - Friday 6AM - 6PM PT
Web LinksWeb Links
10Intuit Confidential
What’s New?
New features in QuickBooks 2006 are mainly around ease of use. There were no changes to online banking in this release. The enhancements include:
– New Home Page (combines what was 5 different Navigators)
– New Vendor, Customer, and Employee Centers– New Easy Step Interview– New Inventory Tracking features– More scaleable database (better performance)– 30 Day free help after registration– For more information on what’s new visit QuickBooks 2006
What’s New