During the software selection phase, our QuickBooks expert will go through a detailed checklist to determine which version of QuickBooks (Online, Pro, Premier, Enterprise, etc.) is needed, the number of licenses required to support your staff needs, any 3rd party apps needed, and if any custom programming is needed.

In order to get the most out of QuickBooks, it is crucial that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals.

During the file setup stage, we’ll configure QuickBooks either on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your file based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Forms, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more.

If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those once we get your base QuickBooks file setup. If you’re using QuickBooks Enterprise, this could be as straighforward as turning on and setting up Intuit’s Advanced Inventory or Reporting Add-On. We can also handle more complex situations that require a custom developed application or integration with external systems.

Once we’ve got your QuickBooks file and any supporting apps & integrations set-up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set-up automation, and / or build any custom report your need so that you get the most out of your QuickBooks data.

Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals as well as your specific QuickBooks system environment.