Archdiocese of Chicago Archdiocese of Chicago Right Networks / QuickBooks Pro Right Networks / QuickBooks Pro 2009 Implementation Webinar Class 2009 Implementation Webinar Class
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Archdiocese of ChicagoArchdiocese of Chicago
Right Networks / QuickBooks Pro Right Networks / QuickBooks Pro 2009 Implementation Webinar Class2009 Implementation Webinar Class
IntroductionsProject Update / Today’s Approach / ResourcesPartner Review Demonstration of Solution/Upgrade/ Network ReportsBillingNext StepsOpen Line for Q&A / Wrap Up
Right Networks / QuickBooks Pro 2009 Right Networks / QuickBooks Pro 2009 Implementation Webinar Class AgendaImplementation Webinar Class Agenda
Vicariate Administrative ConsultantsRichard Barney, Service Center Accounting ManagerJeff Molenda, Service Center Project ManagerParishes – Based on registration data
Introductions Introductions –– Who is on the call todayWho is on the call today
New Framework for Parish New Framework for Parish Operations Operations --Project UpdateProject Update
QuickBooks and Right Networks configuration set up done 20 on-site Implementation classes held diocese wide10 on-site QuickBooks training classes held dioceses wideYear End On-line Reporting Webinar classes held for over 110 participantsOver 700+ participants have attended classes so farRepresents over 250+ parishesOver 200 pastor acknowledgment letters signedOver 150+ parishes on line and testing
What have we learned What have we learned -- Going forwardGoing forward
More demand for on-line Implementation classes rather than on-site. Next QuickBooks training classes offered the week of November 9th – depending on demand based on on-line registration on the Parish Ops Web home page.Combine on-line Reporting Webinar classes with Implementation class.More time at the end with a open line for Q&A.
TodayToday’’s Webinar s Webinar -- ApproachApproach
Majority of folks have attended on-site classes already and have materials and have seen the following slides.How do we help support you and execute making the call to Right Networks soon?For new folks who have not attended the on-site class the following presentations will re-present that same information in a on-line Webinar version.
1. Obtain Pastor Acknowledgment Letter – Fax to Richard Barney attention at 1-312-534-5267.
2. Attend Implementation Class.3. Set up your Right Networks User ID via email to
[email protected] – Welcome Letter.4. Upgrade your Company file by calling RN at 1-888-
417-4448 option 2. Any issues or concerns e-mail Richard at [email protected].
5. Attend a refresher class on QuickBooks 2009.6. Start enjoying the flexibility and security of
hosted QB Pro 2009 and customized reporting!
Where are you in the process?Where are you in the process?
Resources Available Resources Available –– Going forwardGoing forward
Parish Operations website for general information and today’s PowerPoint presentation.Right Networks website and customer service at 1-888-417-4448 option 2.Additional materials covered today will be available soon in either: Downloadable form from the Parish Operations website, CD or hard copy manuals available upon request. Materials will include:– Framework History– PowerPoint presentations– Information regarding our partner, Right Networks– Reference Materials– Chart of Accounts Summary and Class Code
Suggested Guide
Copyright ©
2008 Right Networks. All Rights Reserved. Trademarks are property of their respective owners.
Serving Organizations of All Sizes World-Wide~40,000 clients~4,000 accountants
Clients include:Bank of America, IBM, New York Life, DuPont, Bridgeport
Diocese, Brooklyn Diocese, Fresno Diocese, Denver DioceseKey Focus:
• Roman Catholic Church• Franchises• Accounting Firms• Software Partners
Connecting Organizations Through Advanced Application Hosting
Understanding the Network / PartnerUnderstanding the Network / Partner
Understanding the Network / PartnerUnderstanding the Network / Partner
Database and
File Servers(Storage Tier)
QuickBooks Servers(Application Tier)
Report Servers(Application Tier)
Parish
DiocesanStaff
Remote Employeesand/or
Accountant
Right Networks InfrastructureRight Networks Infrastructure
Protecting Your DataProtecting Your Data–– Banking Class SecurityBanking Class Security–– SAS70 compliantSAS70 compliant
Certified by the American Institute of Certified Public Certified by the American Institute of Certified Public Accountants (AICPA)Accountants (AICPA)
–– AntiAnti--Virus ProtectionVirus Protection–– Daily backDaily back--upsups–– Tape backTape back--ups ups
Maintain data Maintain data –– rolling 90 daysrolling 90 daysTapes kept offsite in secure storage facilityTapes kept offsite in secure storage facility
Top Ten Benefits of the QuickBooks Top Ten Benefits of the QuickBooks Hosted Online SolutionHosted Online Solution
1. Application Hosting2. Freedom via
Anywhere, Anytime Access
3. Increased ability to support Parishes
4. Eliminate Software Hassles
5. Banking Class Security
6. Improve Accuracy and Timely Reporting
7. Reliability8. Back-ups9. Live System Support10. Software Upgrades
Quotes from Right Networks UsersQuotes from Right Networks Users
“Thank you all for this – I have been with the Archdiocese of Chicago for 8 years and we have been waiting this long to be able to do this – Bravo! I am very excited about all of this; thank you very much!”“Thanks for making our life easier”“This is great! This helps so much!”
LetLet’’s get started s get started –– Demonstration of Demonstration of Solution Solution
Current old way of operating – QB application and company file on desk top locally.
Now we need to think virtual– QB application and company file in a virtual network
accessed via the internet globally.What do I do to get started– Pastor Letter, Attend Class, and ID set up.– Call Right Networks and have them do the work.
Let’s demonstrate what that will look and feellike…
Welcome to Right Networks!Welcome to Right Networks!
If you have technical trouble connecting to your QuickBooks fileIf you have technical trouble connecting to your QuickBooks file or or printing, contact Right Networks directly at (888) 417printing, contact Right Networks directly at (888) 417--4448 option #2 4448 option #2 for support. If you feel you are not getting support, or need efor support. If you feel you are not getting support, or need emergency mergency help, we also have a direct contact if needed:help, we also have a direct contact if needed:
Rob Parsons, Right Networks AOC Support PersonRob Parsons, Right Networks AOC Support Person [email protected]@rightnetworks.com Direct: 1Direct: 1--888888--417417--4448 x74174448 x7417 www.rightnetworks.comwww.rightnetworks.com
Remember this Number!Remember this Number!
We will now reWe will now re--enter the virtual worldenter the virtual world……
Our presentation is now directed to thevirtual desktop that is located at:www.rightnetworks.com for a demonstrationof hosted solution.
Demonstration SpecificsDemonstration Specifics
Old view of DesktopShortcut to Rightnetworks Brower concept and location of QuickBooks fileReview Right Networks main screen – Support vs. LoginDemo Go to Assist feature – call Rightnetworks
Demonstration SpecificsDemonstration Specifics
Log into Right Networks – first time only and repeating– Connecting Drives– Active X– Universal Printer
Review virtual desktop– QB– Reporting icon– Parish Ops Home Page link– Billing Icon
Review directory hierarchy
Share files between your PC and Virtual DesktopShare files between your PC and Virtual Desktop
Connecting to Right NetworksConnecting to Right Networks
Connecting to Right NetworksConnecting to Right Networks
Right Right Networks Networks UsernameUsernameEnter Enter PasswordPassword
Connecting to Right NetworksConnecting to Right Networks
Click OKClick OK
Connecting to Right NetworksConnecting to Right Networks
Remote Desktop Remote Desktop looks like and works looks like and works like local desktoplike local desktopRemote Desktop Remote Desktop also looks like local also looks like local applicationapplication(switch between (switch between apps, minimize, apps, minimize, maximize)maximize)
Operating in Right NetworksOperating in Right Networks
Understanding Virtual Desktop and what you Understanding Virtual Desktop and what you have:have:
H:DriveH:DrivePersonal storagePersonal storage
I:DriveI:DriveShared storageShared storage
Other local DrivesOther local Drives
Operating in Right NetworksOperating in Right Networks
Universal PrinterUniversal PrinterSends PDF to Sends PDF to local computerlocal computerDefaults to local Defaults to local default printerdefault printerAllows you to Allows you to preview, select preview, select another printer, another printer, save, or email save, or email PDFPDF
Demonstration SpecificsDemonstration Specifics
Access Reporting Module via Desktop Icon …. “Archdiocese of Chicago Reports”Exception ReportsAnnual Report Schedules
Customized report features to be Customized report features to be highlightedhighlighted
Drill-Down FunctionalityExporting PDF reportsQuickBooks Features, including memorized reports & system features
Annual Report Schedules Available on Annual Report Schedules Available on Right NetworksRight Networks
Page Schedule Description Office Right Networks QuickBooks Excel
1 A-1 Parish Schedule AvailableNot needed, but may run for verification purposes. Not Needed
2 A-1A Parish Schedule AvailableNot needed, but may run for verification purposes. Not Needed
3Page 3, Miscellaneous Detail - Church Income and Expense Parish Schedule Available
Not needed, but may run for verification purposes. Not Needed
4 B-1 School Schedule AvailableNot needed, but may run for verification purposes. Not Needed
5Page 5, Miscellaneous Detail - School Income and Expense School Schedule Available
Not needed, but may run for verification purposes. Not Needed
6 C-1 - Extraordinary Operating ActivitiParish Schedule AvailableNot needed, but may run for verification purposes. Not Needed
N/AMiscellaneous Detail - Extraordinary Income and Expense Parish Schedule Available Not Available Not Available
6 C-1 - Savings & Loan Activities Parish
Not Required as long as Balance Sheet - Prior Year Comparison is provided.
Not Required as long as Balance Sheet - Prior Year Comparison is provided.
Not Required as long as Balance Sheet - Prior Year Comparison is provided.
7 C-2 Parish Schedule AvailableNot needed, but may run for verification purposes. Not Needed
Click on Click on desktop ICON, desktop ICON, Archdiocese of Archdiocese of Chicago Chicago ReportsReports
Right Networks Virtual DesktopRight Networks Virtual Desktop
Better than Better than clicking clicking ““XX””Safely exits Safely exits Remote Remote DesktopDesktop
Operating in Right NetworksOperating in Right Networks
Other BenefitsOther Benefits
Current Opportunities:Current Opportunities:Windows Excel and Word 2007Windows Excel and Word 2007Standardized Archdiocesan Reports Standardized Archdiocesan Reports –– NOW NOW AVAILABLE AS AN ICON ON YOUR VIRTUAL AVAILABLE AS AN ICON ON YOUR VIRTUAL DESKTOP!DESKTOP!Procurement Card ImportsProcurement Card Imports
Future Opportunities:Future Opportunities:COA UpdatesCOA UpdatesIOI Standard ImportsIOI Standard ImportsOnOn--line Bankingline Banking
How will the Parish be billed?How will the Parish be billed?
Right Networks Monthly ChargeRight Networks Monthly Charge–– $30 per user ID per month$30 per user ID per month–– Set up directly with Right Networks via Set up directly with Right Networks via
your desktop iconyour desktop icon
Quick Books License FeeQuick Books License Fee–– One time charge of $99 per user licenseOne time charge of $99 per user license–– Internally on the AOC StatementInternally on the AOC Statement
1. Obtain Pastor Acknowledgment Letter – Fax to Richard Barney attention at 1-312-534-5267.
2. Set up your Right Networks User ID via email to [email protected] – Welcome Letter.
3. Upgrade your Company file by calling RN at 1-888- 417-4448 option 2. Any issues or concerns e-mail Richard at [email protected].
4. Attend a refresher class on QuickBooks 2009.5. Start enjoying the flexibility and security of
hosted QB Pro 2009 and customizedreporting!
Next StepsNext Steps
Q&A Q&A –– Open LineOpen Line
What questions do you have?What questions do you have?What feedback do you have?What feedback do you have?Open line Open line –– we will remain on the line we will remain on the line for the next hour.for the next hour.If you are leaving us now If you are leaving us now ––Thanks for joining us today and please Thanks for joining us today and please complete the poll questionscomplete the poll questionsas you exit the Webinar.as you exit the Webinar.
Thanks for joining us today and please complete the poll questions as
you exit the Webinar.
Right Networks / QuickBooks Pro Right Networks / QuickBooks Pro 2009 Implementation Class Webinar2009 Implementation Class Webinar
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