PHASE 1 Determine product(s) needed
This can include QuickBooks Enterprise, Advanced Inventory, Point of Sale or any other third-party, add-on products. Our focus is to keep clients in QuickBooks for the accounting department and find solutions to help run the rest of the business.
PHASE 2 Template file setup
This process requires developing the proper workflow that will make QuickBooks fit your business like a glove. During this time, you may want to be doing double entry in your old system and in the new QuickBooks file. You pull data from your old system, including reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and any other data that needs to move over.
PHASE 3 Go live and train your team
Training your team is crucial to ensure that your company successfully transitions to the new software. Fourlane is known for its training; we have more than 200 training videos on our website because we want all QuickBooks users to be successful, even if they aren’t our clients. The training we do during a file conversion is custom to your business and is done live in person or via webinar.
PHASE 4 Close the books and review financials
his process helps us determine if there are any other additional data or monthly reports you need to run your business.
PHASE 5 Follow up and maintenance
We’ll let you run the software for a month or so and then check in and see how things are going. If you’re having problems, we’ll try to nip them in the bud. We also encourage ongoing monthly / quarterly closing services to help you stay on track.