馃攳
QuickBooks Online Accountant: Letters - YouTube
Channel: unknown
[4]
Hello friends and thank you
[6]
so much for joining us at
[8]
QuickBooks Connect this year. I
[9]
am Mike Ilnicki, Senior Project
[11]
manager for QuickBooks online
[13]
accounting prototypes.
[15]
- And I am James Astor, Senior
[17]
product manager from QuickBooks
[18]
online account today will be
[20]
showcasing
[21]
QuickBooks online
[22]
account letters.
[24]
We are so happy
[25]
to be here.
[25]
So I might letters be great
[27]
if your firm?
[28]
Will we have got
[28]
three reasons: first off it's
[31]
powerful.
[32]
It can create all new
[34]
letters pulling data from both
[35]
books and tax. This allows you
[38]
to remain compliant and
[39]
professional in your
[40]
correspondence.
[41]
Let's face it,
[42]
this is the meat and potatoes of
[44]
your practice. Or rather the
[45]
pancakes and maple syrup. 2nd it
[47]
is simple to use. You can create
[49]
a letter using
[51]
drag-and-drop so
[52]
no more complicated coding or
[54]
learning syntax. And last of
[56]
all, it is easy to learn. You're
[59]
not stuck relying on templates
[61]
to figure out what you can do in
[62]
which data to access. He put it
[64]
all up front.
[66]
So no talking, I
[67]
will show you how you can create
[69]
custom letters for your firm and
[71]
how you can use them in both
[73]
Workpapers and Pro Tax.
[75]
Letters are
[75]
built directly into QBOA, giving
[78]
you one place in the cloud to do
[80]
your books, year-end tax, and
[82]
now even your engagement
[83]
communications.
[85]
To start, we
[86]
will show you how to create
[88]
custom letters for your firm.
[92]
Letters are available in Q08 and
[94]
accessible from accountant tools
[96]
and protect
[98]
settings. The first
[99]
thing you do in entering letters
[100]
as folks on templates. Some of
[103]
these are industry standards and
[105]
provided to you at the box with
[107]
your QB 08 account. From there,
[109]
you can customize any of the
[111]
templates or start from scratch
[112]
to create your own. Our letter
[115]
editor looks like a familiar
[116]
word processor except you have
[119]
access to all of the data. You
[121]
can pull on these colourful
[122]
little bubbles on the right-hand
[123]
side, each bubble is a variable
[126]
that will put underlying data
[127]
from other kinds account or
[130]
their tax return.
[131]
Simply pick a
[133]
variable from the list, or
[134]
search by name for the data you
[136]
need and drag it into your
[138]
letter.
[138]
From here you can format
[140]
your letter just like a standard
[142]
wordprocessor.
[143]
Giving you that
[143]
custom feel that your kind
[145]
clients enjoy.
[148]
Withing workpapers
[150]
you can add a letter
[150]
directly to
[151]
your working documents click on
[153]
the button that says add letter,
[155]
and sublease lecture tax return
[157]
and add the letter to your
[158]
working files.
[160]
This generates a
[161]
PDF letter and pulls all the
[163]
data for that respective client
[165]
automatically.
[168]
At this point, I would go to
[170]
your intact section and check
[172]
off send engagement letter task.
[175]
That is one less thing off the
[176]
to do list.
[178]
Some of you might be looking
[178]
to add this to your tax return,
[181]
you can do that by going to
[182]
prototypes entering a tax
[184]
return, and
[185]
entering whatever
[186]
letter you would like directly
[188]
to that return. From there you
[190]
can print it to PDF, or copy and
[192]
paste the context of the letter
[194]
into the email and send it
[195]
directly to your [...]. So to
[198]
recap, we have shown you how you
[200]
can use our powerful new letters
[201]
future to communicate with your
[203]
clients quickly, with our simple
[205]
drag-and-drop editor. You saw
[207]
both books and text data can be
[209]
added to the same letter, and
[211]
how you can use letters and
[212]
workpapers and protons because
[214]
they're all in one place.
[215]
QuickBooks online account,.
[217]
As you can see we have got
[219]
you covered. You can create
[221]
professional, compliant, comport
[223]
correspondence that is easy to
[224]
use with our built in templates.
[226]
And to those templates to make
[227]
them your own and, this is the
[229]
best part of the broader vision
[230]
for the solution: create all new
[233]
letter offerings with this
[234]
capability.
[236]
By that I mean,
[237]
think about the monthly letters
[238]
that you would love to send your
[239]
client but you don't have the
[240]
time.
[242]
Letters that pull monthly
[243]
revenue or expenses, outstanding
[245]
payables, or just a recap of
[247]
crucial accounts such as your
[248]
clients working line of
[249]
credit are now a reality.
[252]
All with a few drag-and-drop.
[254]
Imagine the possibilities. If
[256]
your questions, join us at the
[258]
live demo at 11:45
[260]
AM, or 2:20 PM.
[263]
We look forward to meeting you.
Most Recent Videos:
You can go back to the homepage right here: Homepage