reckon ltd t/a quicken australia reckon support technology allows one system to support your...

Plus

Pro

Premier

Enterprise

Accounting

EasyStart

catalogue2008/09

Contact us

Reckon LtdT/A Quicken Australia

ZCA

17AU

BG

HC

10486

Reckon Support

Welcome to QuickBooks, the world’s best selling accounting software.

This catalogue takes you through the exciting new features we have introduced into the new QuickBooks QBi series for 2008/09.

You can also read about our additional products and services, all of which are designed to improve efficiency, giving you more time to focus on managing your business.

As a QuickBooks customer you can call on Training and Accredited Professional Partners to ensure you get the most out of your accounting software.

Tools are also available that seamlessly integrate with QuickBooks, helping you get paid faster, minimise compliance costs and reduce data entry.

If you would like more information on any of our products or services, visit

www.quicken.com.auor call one of our Customer Service Representatives on 1300 784 253

Contents

�

What’s new in QuickBooks 2008/09 QBi series 3Simplicity 3Productivity 3Efficiency 4Superior functionality 4Straight forward tracking of tax and GST 7Automatically track inventory items in differentunits of measure 7 Payroll enhancements 8Reckon Tools �0Reckon Tools Bill Payments ��Reckon Tools Credit Card Payments �2Reckon Tools SuperLink �4Reckon Tools Stationery �6Online Banking �8Getting help – as easy as 1, 2, 3 20Making the most of QuickBooks 22Accredited Professional Partners 22Reckon Training Centres 24Reckon Advantage 26QuickBooks Training Guide 28More than just accounting software 29Solutions for retailers 29Take control of your finances 32Contact us Back cover

ProductivityYour accountant can now work on your books at the same time you use QuickBooks to run your business. Once your accountant is finished you just import any adjustments.

Available in QuickBooks Accounting, QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise

32

SimplicityQuickBooks’ legendary ease of use has been taken to a new level, ensuring anyone can get started easily and finish the job quickly.

An ‘Easy Setup’ wizard will help get your business up and running within minutes, then simply fill out familiar forms on your screen – such as cheques or invoices – and QuickBooks does the accounting for you.

Available in QuickBooks EasyStart, QuickBooks Accounting, QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise

What’s new in QuickBooks 2008/09 QBi series

Superior functionalityQuickBooks will do even more for you with hundreds of new and improved features. New powerful financial reporting features will help your accountant help you.

Reporting features available in QuickBooks Accounting, QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise

EfficiencyNew technology allows one system to support your business as it grows – from start up stage through to a sophisticated corporate organisation with up to 30 users and virtually unlimited transactions, customer and supplier lists.

30 users and virtually unlimited transactions, customer and supplier lists available in QuickBooks Enterprise

4 �


Automatically track inventory items in different units of measureBy creating a Units of Measure Set, you can easily change or convert the Unit of Measure when you enter an item on an invoice or purchase order. That means you can buy and sell products in precisely the way your suppliers and customers prefer.

Available in QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise

Straight forward tracking of tax and GSTQuickBooks now contains an intuitive and more accurate tax tracking system for day-to-day transactions and for tax and BAS reporting.

Tax Items are now linked to Tax Codes so you can’t accidentally assign the wrong sales or purchase tax code.

Available in QuickBooks EasyStart, QuickBooks Accounting, QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise

76


Payroll enhancements• A new Payroll Setup Wizard helps first-time users set

up integrated payroll with clear and concise instructions at every step.

• All payroll information and tasks are now centralised and available at your fingertips in the Payroll Centre.

• A new Scheduled Payroll Wizard helps make payroll processing convenient and hassle free.

• You can now edit or void past payroll payments avoiding the need to recalculate entire pay cheques.

• QuickBooks allows you to now store multiple super funds for each employee – making it easy to set up and manage your superannuation arrangements.

Available in QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise

8 9


helping achieve work life balance and increased profitability

��0

Get your QuickBooks to do even more with Reckon Tools!

Reckon Tools will make managing your accounts so much simpler. And because Reckon Tools is brought to you by the same company as your QuickBooks, it gives you cost effective solutions designed to integrate seamlessly with your existing system.

Backup

SuperLink

Credit Card Payments

Bill Payments

bopo

Connect

BankData

PDFs

Stationery

E*TRADE

Improve your cash flowOffer your customers more than one way to pay your invoices and improve your cash flow with the safe, convenient and reliable Reckon Tools Bill Payments*, brought to you by Bill EXPRESS®.

Get paid fasterSick of waiting for the cheque to arrive in the mail? Wish you were paid as fast and efficiently as the service you delivered? Ever wondered how much interest you could earn if the money was in your account...not your customers?

Register for an identifier code which will be unique to your business. Enter this code into QuickBooks as a Sales and Customers preference and you’re one step closer to creating professional looking invoices!

Convenience for your CustomersGiving your customers choice as to where they can pay your invoice makes it easier for them to pay their bills on time, anytime.

They now have the option of paying their invoices online, by phone* or In Person at over 3,000 Bill EXPRESS® Newsagencies.


*You must first subscribe to Bill Express®

who will provide the service to you.

�2 �3

Easy and affordable

Reckon Tools Credit Card Payments is provided by VeriSign, the world’s leading Internet security provider. You won’t need an EFTPOS terminal or dedicated phone line, and there are no long term contracts or cancellation fees.

Improve your cash flow

Get paid faster by offering your customers a quick and easy way to pay. Simply type in their card details when you enter the payment, and process it as you save the transaction. It means you can take credit card payments in person, or over the phone – making it more convenient for you and your customers.

Avoid re-keying transactions

Reduce transposition errors with Reckon Tools Credit Card Payments. When you process the payment, the transaction is immediately recorded in QuickBooks – saving you time and reducing data entry.


Process credit card payments directly through QuickBooks in a secure environment, with Reckon Tools Credit Card Payments*. With just one click, you can receive payments from your customers by credit card and record the transaction in QuickBooks.

* Reckon Tools Credit Card Payments provided by VeriSign Australia. Customers will need to have an internet merchant account from one of the four major banks, Diners or American Express to access Reckon Tools Credit Card Payments. Charges apply.

To subscribe, visit estore.quicken.com.au/CreditCardPaymentsFor more information call Quicken on 1300 784 253 or go to www.quicken.com.au/ReckonTools/CreditCardPayments

Backup

SuperLink


Bill Payments

bopo

Connect

BankData

PDFs

Stationery

E*TRADE

Manage your superannuation obligationsReckon Tools SuperLink can help you stay compliant, and give you confidence that contributions have reached the super fund in time. Simply upload the details, and Reckon Tools SuperLink will take care of the rest – distributing information and contributions to each fund.

Save time and money No more writing and posting individual cheques to each fund – this is all automated with Reckon Tools SuperLink. You can process the superannuation contributions each time you do a payroll, with no additional costs – and it can take less than 5 minutes, no matter how many super funds there are.

Seamless integration Reckon Tools SuperLink is integrated with QuickBooks 2008/09 – which means you can simply create your pays, export to Reckon Tools SuperLink then go online to process the transaction.

Cost effective With Reckon Tools SuperLink, you only pay for the employees you have.

Number of employees Subscription per year*

0 – � $�00

6 – �0 $��0

�� – 20 $240

2� – �0 $400

�� + $7�0

Available in QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise

��* Prices exclude GST and are subject to change without notice. You should read the terms and conditions and third party product disclosure statement before signing up for Reckon Tools SuperLink.

To sign up now, call Reckon on 1300 784 253 or visit www.quicken.com.au/ReckonTools/Superlink

�4

Take away the headache of Super Choice compliance, with Reckon Tools SuperLink – our integrated Reckon Super Choice solution. Reckon Tools SuperLink transfers the information and payments from you to each of your employees’ super funds.

Westpac Limited provides the technology for the aggregation of payments.

Backup

SuperLink


Bill Payments

bopo

Connect

BankData

PDFs

Stationery

E*TRADE

For more information or to place an order, call 1300 301 166 or visit www.quicken.com.au/ReckonTools/Stationery

A4 Laser 3up Pay Slip

Invoices

Statements �7�6

Forms Express has specifically created stationery to work with your QuickBooks software, including cheques, invoices, statements and more.

A4 Laser 3up Cheques

A4 Laser Cheque and Remittance advices

• Prevent double handling when updating accounts and balances

• Ensure your money is safe with multiple security features that follow specifications from the Australian Payments Clearing Association

• Look professional with personalised cheques featuring your company’s logo

• Save paper by printing Cheque & Remittance advices together or up to three cheques on one A4 sheet

• Print easily with standard laser or inkjet printers

Cheque & Remittance advices are compatible with QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise 2008/09.

• Reduce account enquires by providing customers with a clear layout that’s easy to read and understand

• Look professional with custom-designed documents that are consistent with your business’s image


Pay Slips

Cheques and Remittance advices

• Save time with Pay Slips that are automatically self - addressed

• Maintain employee confidentiality with Pay Slips that use a secure z-fold pressure seal

• Save paper by using 3up payslips that fit on one A4 sheet


Pay Slips and Payment Summaries are compatible with QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise 2008/09.

Invoices and Statements

Backup

SuperLink


Bill Payments

bopo

Connect

BankData

PDFs

Stationery

E*TRADE

�9

For a demo of how this works with your bank, visit www.quicken.com.au/Services/OnlineBanking

*Check with your financial institution to see if they support this feature.

Online Banking

Easily reconcile your accounts with Online Banking. Keep reading to find out which banks integrate with this service, and how easy it is to use.

�8

Save timeImport your statements straight into QuickBooks*, to save you time and reduce data entry. You can match transactions to ones already in QuickBooks, or add new transactions directly from the bank statement.

Which banks?Participating banks include ANZ, Commonwealth Bank, National Australia Bank, St George and Westpac. If you have an account with one of these institutions, you can start straight away. You can also watch the demonstration on our website.

Straightforward and easy to useSimply download a statement from your bank’s website and save it to your hard drive. Then from within QuickBooks, you can import the statement and match the transactions to your QuickBooks account registry.


Call Reckon Support Still need help? Our technical support team is just a

phone call away.

Our trained Reckon Support team is available to help you from 9.00am to 5.00pm, Monday to Friday AEST*. Emergency support is also available between 9.00am and 4.00pm on weekends.

Pay only for the support that you need – call 1902 223 101

Calls are charged at $4.90** a minute, from the time that you are connected to a technical support representative.

Reckon Advantage Members are entitled to unlimited weekday technical support – free!

2�* Technical support hours are subject to change. Please check www.quicken.com.au for

the latest operating hours. ** Includes GST, higher from mobile and public phones. Call costs are subject to change.

Note! Our technical support is only available for the most current version and the version immediately preceding it, so it is important to keep up to date with your QuickBooks software. Visit www.quicken.com.au/Support/SunsetPolicy for details.

3

Getting Help – as easy as 1,2,3

Check the QuickBooks in-product Help

Your QuickBooks software comes with a User Guide and comprehensive in-product help. In any QuickBooks window, simply press F1 or click the Help button for assistance with the feature you are using. If you don’t find your answer there, click How Do I? at the top of the screen and search a list of feature-related frequently asked questions.

For an answer to a specific question, choose Help menu -> QuickBooks Help. Type a search word or plain English question in the ASK field, then choose from the range of relevant help topics that apply to your query.

Need more help? Go to Step 2.

20

Check the Knowledge BrowserThe Knowledge Browser is an online technical support database that is available to all QuickBooks customers 24

hours a day, seven days a week. You can easily search for support articles that give you step-by-step instructions to master any known QuickBooks product issues.

Alternatively, simply view our frequently asked questions on the Support homepage. In most cases, you will find the solution to your problem here.

Go to www.quicken.com.au/Support/FAQ

If you haven’t found an answer, continue to Step 3.

1

2

Making the most of QuickBooks

All Accredited Professional Partners must comply with strict annual accreditation requirements - so you know that your business is in the hands of a qualified professional.

Accredited Consultants are available to provide one-on-one assistance with training, installation and maintaining your business accounting system. Their bookkeeping and training qualifications ensure that you are being helped by someone who understands your business.

Accredited Professional PartnersReckon’s national network of independent Accredited Professional Partners are experts in QuickBooks. They provide services such as training, bookkeeping, accounting, installation, file set-up and upgrading advice. Whatever your need, there is an Accredited Professional Partner who can help you.

22

Accredited Bookkeepers can help take the hassle out of doing your books, and preparing for financial reporting like BAS and End of Year reporting.

Make sure that your accountant is an Accredited Accountant. These specialists can assist you in all your BAS lodgement and tax compliance needs.

To find an Accredited Professional Partner, simply visit www.quicken.com.au/Services/FindAnAccreditedPartner or call 1300 653 449

23

For group, corporate or individual bookings or to find out more call 1300 655 975 or visit www.quicken.com.au/Services/ClassroomTraining

2�

Reckon Training Centres can show you how to get the most out of your software in a supportive, classroom-style training environment. Located across Australia, they offer courses to suit QuickBooks beginners, up-graders and those who want to expand their skills in areas of QuickBooks they haven’t used before.

Professional trainers Learn from the product specialists – all our training courses are conducted by qualified experts who are accredited in QuickBooks products.

Get things right the first time, every time By attending our Training Centre you can be sure your QuickBooks is working to its full potential from the start, and your accounts are kept the way your accountant needs them. You will also learn hints and tips to save you time and help you work more efficiently.

Courses are suitable for everyone, from beginners to advanced users. With courses that cover a range of topics, including introductions to QuickBooks, company reporting, payroll, BAS and GST, there is a Classroom Training course to suit your needs.

24

Train your new staffSend new employees to a Reckon Training Centre, so the accuracy of your business accounting isn’t affected by a change in staff.

Restricted class sizesAll classes are limited to a maximum of 10 people, so personal attention is assured. No one will be left behind in the course, and everyone has a chance to experience hands-on learning.

Are you a Reckon Advantage Member? You get 10% off courses at Reckon Training Centres.

Reckon Training Centres

10% OFF

courses at Accredited Training Centres for Reckon Advantage

Members

27

QuickChatQuickChat access enables an exclusive live online chat service between you and a support technician. Access QuickChat for instant responses to your software queries.

QuickChat is open Monday - Friday, 9.00am - 5.00pm EST.

Access Advantage Websitehttp://www.quicken.com.au/Advantage/Overview.aspx is your number one point of contact. Find out whether your software is the most up to date version or use it as a guide to make your software easier to use.

Advantage NewsletterStay up to date with the latest business issues by reading some of the articles of interest, and benefit from the special offers that are exclusive to Advantage News, available only to Advantage members.

Special training offersAs an Advantage Member you are entitled to 10% OFF all classroom training.

Our range of high quality training courses are designed to help you get the most from your Reckon software. At Reckon Training Centres, we show you the quick way to perform your everyday accounting processes as well as running through some of the little extra tricks that make life easier.

For more information on the Reckon Advantage Program call 1300 784 253 or visit www.quicken.com.au

Reckon Advantage

The Advantage program helps ensure you gain the most from your QuickBooks products.

Here are some of the key benefits you receive from joining up with the Reckon Advantage Program today.

Product upgrades and updatesGet next year’s release of QuickBooks FREE as part of your annual Advantage membership. We keep your software up to date so you can focus on growing your business success. New product updates & service packs are included in your membership and sent to you automatically at no additional cost.

As soon as any software updates are available you will receive a personalised software reminder, so you can download them directly from the Web.

FREE priority support*Need help fast? Reckon are with you every step of the way – your membership entitles you to FREE priority support* so that you get the assistance you need quickly (normally charged at $4.90 per minute incl. GST). With more than one way to access technical support you can rest assured that a Reckon expert will be available to help you with your query.

26* Free priority support is valid weekdays – Monday to Friday, 9.00am to 7.00pm.

Saturday & Sunday - $4.90 per minute inc GST, lines open 9.00am to 4.00pm EST. Prices are higher from pay phones and mobiles and are subject to change.

More than just accounting software

Retail Point of Sale is retail intelligence at your fingertips.

Why spend more time at work than you have to, if you can save time by using Retail Point of Sale to help automate the way you run your business.

Solutions for retailers

29

Buy now for only $49.95 at estore.quicken.com.au

The complete resource tool – the QuickBooks Approved Training Guide provides you with everything you need to know to get QuickBooks up and running. Using practical exercises and a hands-on approach, this guide will help you get the most from your QuickBooks software.

QuickBooks Training Guide

28

Only$49.95

• Comprehensive, step-by-step guide in plain English

• Learn new tricks to help save time

• Practical exercises and examples for real situations

• Discover how to customise forms

• Get the information you want from reports

• Suitable for all levels

Covers QuickBooks Accounting, QuickBooks Plus, QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise

For more information call Reckon on 1300 784 253

For a trial of Retail Point of Sale, go to www.quicken.com.au/Support/Downloads

3�

Volume promotions Set up promotions within Retail Point of Sale that can be triggered either by time period or by volume. Run any promotion and see the actual and discounted price figures clearly on your Point Of Sale terminal, saving your employees time and confusion.

Multiple barcodesWith the multiple barcodes function, store a master product barcode in QuickBooks and up to ten barcodes per related product within Retail POS. This feature enables rapid creation of multiple barcodes for related products, saving you precious time.

Touch screen compatible With our touch screen functionality you can create as many touch screen layers and touch buttons as you need. Choose your own colour scheme, size and even add pictures to your buttons.

Front counter managementCustomise Point of Sale to suit your business needs – set end of day reports to print automatically, or use the Time Report to work out staff rosters. Make money management a priority and know exactly how your store is performing at any time of the day with the Retail Point of Sale Status Graph.

Inventory control Manage your stock with ease – track sales and stock on hand or sales by units of measure. With Retail Point of Sale, you have access to over 100 different reports that can be easily customised to provide exactly the information you need.

Customer management tools Set up discounts or price levels for staff and loyal customers with Retail Point of Sale. You can also manage laybys, report on customer sales and send personalised letters with our seamless integration to Microsoft® Word.

Seamless integration to QuickBooksA retail solution is not complete without a seamless integration to the world’s best selling accounting solution, QuickBooks. QuickBooks is the backbone of your solution for stock control, customer accounts, sales people and chart of accounts. Choose from QuickBooks Plus, QuickBooks Pro, QuickBooks Premier or QuickBooks Enterprise 2008/09.

30

32

Take control of your finances

Quicken Personal Plus is the easiest way to manage your personal finances and investments. Track all of your bank accounts, credit cards, income and expenses in this easy-to-use program.

The easy way to manage

your personal finances and investments.

For more information call 1300 784 253 or visit www.quicken.com.au

33

Organise your financesSee where your money is coming from and where it is going, with Quicken Personal Plus. Use graphs to see where you are spending too much and set alerts to notify you when bank balances reach a specified level. Managing loans is easy – see how much you have paid off, or simulate additional payments to show how it affects the amount repaid and the length of the loan.

Plan for the future Use the budgeting tools to help you save, invest and plan for your future. Create realistic budgets based on previous years’ figures and undertake ‘scenario analysis’ – you can see what happens to your savings if you reduce spending on eating out. Use the Debt Reduction Planner to help you get out of debt faster.

Track and manage your investmentsMonitor all of your personal and business investments, including share portfolios and superannuation. See how each investment fits into your overall financial plan and easily compare investments against each other.

Download your portfolio Personal Plus integrates with E*TRADE, so you can seamlessly import your portfolio and trading history with just one click of a button, saving time and removing data entry errors. The E*TRADE service offers investors a comprehensive online trading service, with advanced trading options from managed funds and CFDs to options, warrants, IPOs and margin lending.

Effortlessly prepare for tax time Quicken Personal Plus automatically categorises items in line with the ‘Tax Pack’ questions, making tax time a breeze. You can even track spend on GST, and Capital Gains payable on your investments.

Plus

Pro

Premier

Enterprise

Accounting

EasyStart

catalogue2008/09

Contact us

Reckon LtdT/A Quicken Australia

ZCA

17AU

BG

HC

10486

Reckon Support

reckon ltd t/a quicken australia reckon support technology allows one system to support your...

Documents