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Hi, I'm Madhumita Tayade, I'm a Product Manager
with the QuickBooks Desktop Team.
I'm very excited to be with you today and demonstrate
the latest cool features which we have launched
with QuickBooks desktop 2022.
You will discover that the latest 64-bit application
is up to 38% faster than all our prior QuickBooks Desktop
version.
And it provides you more flexibility and customization
to run your business efficiently,
while retaining the financial control and oversight.
First up, let's explore our newest feature
with our QuickBooks Desktop Mobile App
that solves a common problem of organizing and recording bills.
It also eliminates the need to take
the physical copies of the bills in your shoeboxes
for audit purposes.
Let's see how it helps an accounts payable manager who
had trouble getting their rental bills into QuickBooks.
Taking an image of the bill via phone
was not enough, because it needs to be transferred
from their phone to the computer,
and then catalog it into QuickBooks.
We have a perfect solution.
With the latest QuickBooks Desktop,
you can take an image of the bill
with the help of Mobile app or send it directly via email.
QuickBooks will take relevant info
it requires to create a bill entry for you to review.
Let's dive in.
We will first look at using the Mobile app.
Your QuickBooks Desktop subscription
comes with a Mobile app which you can download from Google
and Apple app stores.
Once you open the app you can see an option
to snap and upload bills on the home screen.
When you select Bills or Snap Bills for the first time,
you will need to log into your intuit account.
If you have more than one company file,
select the company you want to use.
Take a picture of the bill you want
to upload using your phone camera,
or selected from the gallery.
Crop or rotate it as you like, add
a relevant name or description to match
with the right transaction.
Select OK, and it's ready to review.
You can also send bills to QuickBooks by email.
Create an email address for your company file.
The bills you send to this email address
will show up in the bill dashboard.
If you already have an email address
through receipt management, you can skip this step.
You can also set up users in your company
who can send bills by email.
Only users who have added to your intuit account
will show up in the screen.
To review the details, go to vendor,
Enter Bills, select Upload and Review Bill.
Your bills will show up in the for review section
of the dashboard.
Next, select Input Based Data to upload your data to build from.
You can use the image of the bill to add additional details.
Finally, select Save to attach the image of the bill
to the transaction.
Upload your bills to make it easier to create them
in QuickBooks Desktop.
We hope you don't have to go through a tax audit,
but if you do, this feature should
help you relax because you should have all the source
documents and info needed to support your transaction
and you can finally ditch the shoebox.
All right, now that you have uploaded the bill,
let's see how you can send this bill for approval
in QuickBooks enterprise.
This is a capability available exclusively on for QuickBooks
Enterprise Users.
QuickBooks enterprise is the most powerful version
of QuickBooks Desktop we offer.
It is a total business management solution
and it is just as easy to use as QuickBooks Desktop
Pro, or Premier Plus.
In QuickBooks Enterprise, you can set up custom approval
process for your bill.
You can decide which bills requires approvals,
and which do not.
QuickBooks will prompt the creator of the bill
if it satisfies the criteria set by you, and that's not it.
The approvers can see all the requests in one place,
and also get timely email notifications.
For this example, consider a scenario
where the business owner wants to approve all the high value
bills before they are paid by the accounts payable manager.
To start, go to company menu and select Setup Approval Process.
Sign into your intuit account, you
will need to sign in as admin to create the workflow,
Select Get Started, and then set up in the bill template card.
Create a name for your workflow, then
enter the conditions you want to trigger the approval.
In this case, we will trigger an approval
for any bill that is $500 or more
from a vendor who we classify as materials.
Then select What Actions Happen then your conditions are met.
Who should approve the bill, who should receive
the notification, and what you want
to happen if it isn't approved in a certain time period.
Review and customize the email which
the approval will receive.
When you ready, select Save and Activate,
now your approval process is set up successfully.
Bills created by admin and external accountant,
would be sent for approval.
Now, when the accounts payable manager saves the bill,
QuickBooks will tell if the bill needs approval.
You can save the bill as draft and send it for approval
later on.
Once you send for approval, QuickBooks
will notify the approval via email.
Telex company and track and approve transactions,
approve or reject the bill.
You can also see the approval trail in the bill.
With this feature business owners
have complete control over any money, which is going out
of their organization.
Now that you have received approval for your bill,
let me show you how you can pay this bill directly
from QuickBooks, using QuickBooks Bill Pay Service
Powered by Melio.
In latest QuickBooks Desktop you can pay a vendor bill
with just a few clicks and you can also mark the bill
as paid automatically.
Let me show you how that works.
Select the bill you would like to pay from the Vendor Center,
click on Schedule Online Payment,
this will connect you to the QuickBooks Bill Pay Service,
sign in as an admin and continue.
Now set up how you want to pay.
Enter all the payment details and then click
on Complete and Save.
Now link your chart of accounts in QuickBooks
to your payment method.
Select a payment account and then link to your payment.
All the future payments will use this settings.
Now choose how your vendor will receive your payment.
This can be different from the payment method you used to pay,
for example, we are paying by debit card,
but our vendor will receive a cheque.
You can always change this later.
Enter all the details, schedule your payment,
and also choose the delivery speed.
This helps to make sure you pay your vendor on time.
Select Continue, you can also leave a memo for your vendor
if you want.
Give you all the details and confirm and schedule
the payment that's it, you're all
done your vendor will get an email when you schedule
the payment and when they get it,
you will get an email when your vendor is paid.
Now you're ready to start paying your bills online
from QuickBooks Desktop.
I could spend hours explaining the extra features
with QuickBooks Desktop, but we have got only a few minutes.
Let me show you one more.
The pandemic has changed the way consumers interact with brands
and the way they shop, consumers had
to switch to online shopping which in turn forced
the businesses to do the same.
I'm very excited to show e-commerce integration
with QuickBooks Desktop powered by ventilating.
This premium app integration, allows
you to integrate your QuickBooks Desktop
with industry leading e-commerce platform, marketplaces,
shipping solution, and helps you simplify e-commerce management,
avoid stock outs, and provide a clearer
picture of your profitability.
| dive in, for this demo, let's assume
that you have already purchased and configured website.
Go to my company, you will see an option
to get e-commerce integration.
When you click on the card, you will be asked to login.
Once your account is verified, the feature will be activated.
Now the webgility will organize the data
from all the online orders and prepare
to post into QuickBooks.
In the order screen on webgility,
you will see all important detail.
You can choose to post customer to QuickBooks
or offer webgility to post the standard customer.
Select Post to QuickBooks, and you
will receive a success message.
Post that you can also view the details in QuickBooks.
Many businesses post is listed, but you have the option
to bills, sales order, invoices or estimates.
You can also use webgility integration
to download the items from the store
and transfer them to QuickBooks.
Price and quantity can also be sent.
This helps the businesses to ensure
that inventory counts are always up to date
and pricing is always accurate.
The other tasks can be automated and run
without human intervention.
Webgility for QuickBooks helps businesses save time
by taking the manual work out of this essential bookkeeping
processes.
Thank you for joining me in this exploration of the latest
features Bitcoin's list of growing businesses.
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