10 Practical Ways We Can Help With QuickBooks

Convert from Sage 50 to QuickBooks Desktop

Sage is primarily a project management tool with the bookkeeping features designed for the professional accountant or bookkeeper. QuickBooks is more user friendly for the business owner with no accounting experience and is scalable. This allows you to start at a level to suit your current business needs with the ability to expand services to accommodate your situation as your business grows.

Find missing checks using a CSV file from your bank feed when you use Positive Pay

Positive Pay is an automated fraud detection tool offered by the Cash Management Department of most banks. In its simplest form, it is a service that matches the account number, check number and dollar amount of each check presented for payment against a list of checks previously authorized and issued by the company.

Sync Woocommerce with QuickBooks Online, Desktop and POS

WooCommerce is a free, open-source e-commerce plugin for WordPress with additional features available as extensions. It is designed for small to large-sized online merchants and helps you sell products and services from your WordPress site.

Import Inventory items and quantity to QuickBooks Enterprise at initial launch

An inventory item is purchased for resale and can be tracked for availability. Tracking inventory is essential for business growth. We can import the inventory list from ANY system into Quickbooks Enterprise with quantity. We can spare you the hassle of having to add multiple quantity adjustments.

Implement barcode scanning using UPC codes in QuickBooks Enterprise and QuickBooks Point of Sale

A barcode essentially is a way to encode information in a visual pattern that a machine can read. The combination of black and white bars (elements) represents different text characters which a barcode scanner reads. Enabling barcode scanning will save your business a lot of time and money.

Upload documents such as bank statements, bills, receipts without data entry

We have multiple methods and procedures to save your business time by avoiding manually enter data. At times, we have even help businesses who came from a paper and pen accounting system!

Perform physical inventory in QuickBooks Enterprise / QuickBooks Point of Sale

Physical inventory is a process where a business physically counts its entire inventory. A physical inventory may be mandated by financial accounting rules or the tax regulations to place an accurate value on the inventory, or the business may need to count inventory so component parts or raw materials can be restocked.

Dealing with alternate vendors in QuickBooks Enterprise

If you're working with multiple vendors, keeping track of things like pricing or lead times can be tricky. Using alternate vendors makes it easy to match your vendors' items with your inventory. When it's time to make a purchase, you can easily compare and choose a vendor.

Setup any website to sync data with QuickBooks

QuickBooks works with many apps that can be used in conducting your ecommerce business to sync, or import, data from your website to track inventory, payroll, even project management.

Convert from Microsoft Dynamics AX / Great Plains to QuickBooks Enterprise

There is no a direct one-to-one "swap", however we will analyze requirements and match them to the QuickBooks Enterprise features you need - and more importantly, what you don't need. You will maximize efficiency for a smooth transition. As a bonus, Denise has working experience with Axapta!