QUICKBOOKS SERVICES

There’s a reason QuickBooks is the number one business accounting software. Put this robust software to work for you with QuickBooks setup and training.

Why Quickbooks

10 Reasons Why You Should Use QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here’s 10 reasons why you should be using QuickBooks.

  • ▶ You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
  • ▶ You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you’re making money and whether your business is healthy.
  • ▶ You save money because QuickBooks is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred bucks. PC accounting software is truly one of the great bargains in business.
  • ▶ Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.
  • ▶ You can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for Contractors, Retailers, Health Care Professionals, and Non-Profit organizations.
  • ▶ You can rest assured knowing that QuickBooks is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You can’t go wrong with a software program with such an extensive installed user base.
  • ▶ You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.
  • ▶ You will get paid faster with QuickBooks online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!
  • ▶ You can easily accept Credit Cards. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don’t have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.
  • ▶ You can pay your bills and bank online. Setup your current bank account in QuickBooks, and you’re ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online Banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.

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QuickBooks Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.
Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

As with any accounting software program, installation and training take time – time taken away from managing your business. Here’s a short list of the services we provide during your QuickBooks setup:

  • ▶ Study and evaluate your software and accounting needs
  • ▶ Recommend software and hardware requirements.
  • ▶ Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • ▶ Determination of your QuickBooks starting date
  • ▶ Loading your chart of account and balances as of that starting date
  • ▶ Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
  • ▶ Entering your outstanding accounts receivable and accounts payable details as of your starting date
  • ▶ Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
  • ▶ Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
  • ▶ Entering your transactions since your starting dates into QuickBooks
  • ▶ Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • ▶ Follow up training to ensure the client is “on the right track”.
  • ▶ TMonthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

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QuickBooks Training

Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

Why choose one-on-one attention instead of taking a class?

  • ▶ We come to your location.
  • ▶ We focus on the individual issues facing your business.
  • ▶ We will be there to answer your specific questions and concerns.
  • ▶ No need to spend time on features that don’t impact your business!

Call today to set-up an appointment.

We will come to your location!!

QuickAnswers

Never Hesitate to Ask a Question!

QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records.

Employees in your accounting department will find comfort in knowing an Expert in QuickBooks is only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.

How much does it cost? $20 per question.

Questions may be called in, left on voice mail, faxed or sent via e-mail. A Certified Professional Advisor who specializes in working with QuickBooks will respond with a detailed solution to your problem or question, usually within 24 hours.

100% Money Back Guarantee: If we cannot adequately resolve your problem or question, your money will be refunded 100%, guaranteed.

QuickAnswers keeps your employees on task.

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QuickTuneup

Overhaul your accounting system with a QuickBooks Tune-up.

Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you’ll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.

Tune-up Topics:

  • ▶ Reviewing your transactions for the year
  • ▶ Cleaning up stray entries
  • ▶ Customizing reports
  • ▶ Balancing general ledger to subsidiary records
  • ▶ Additional personalized training

Price: $295

A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!

Yes! I’m interested in the QuickBooks Tune-up service. Please call me to schedule a time when we can meet.

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Online Backup

Never Hesitate to Ask a Question!

 

Online backup is smarter than traditional backup methods because it stores your documents off-site. If your house or business is hit by a flood, fire, or other natural disaster, your files are safe in another region of the country.

Through our firm, you get online backup for 2 GB of your QuickBooks files absolutely free for 3 full years. (The offer extends to Sage Peachtree or any other accounting software.) Protect your most sensitive financial data with the most advanced technology on the market.

We also offer online backup of 50 GB of data for $29.95 month. Make sure your pictures, Word documents, Excel spreadsheets, and any other important files are stored safely off-site.

Take your pick: free QuickBooks backup or full protection. Get started with online backup today.

 

QuickBooks Tips

Click on the link below to learn about the powerful features of the following QuickBooks programs.

▶  Shortcuts

A list of key combinations for QuickBooks that make common tasks quicker.

 

Quickly Closing All Open QuickBooks Windows
Start saving time right away!

 

Quickly Closing All Open QuickBooks Windows

Getting Things Done Fast with QuickBooks Keyboard Tricks

 

If you are accustomed to using your mouse to navigate your way through QuickBooks, you may not realize that there are faster ways to get your work done in QuickBooks. Typically your hands are already on the keyboard, so take advantage of the shortcuts built into the application to save you time. Using this technique might also help minimize wear-and-tear on your wrists. In this article we’ll explore a variety of ways that you can quickly carry out tasks in QuickBooks.

Shortcut #1: Edit fields in a flash

Typically you use the Tab key to move between fields, but it might be more efficient to change the setting and use the Enter key instead. To do so, choose Edit, Preferences, and then General. Select Pressing Enter Moves Between Fields, as shown in Figure 1. Keep in mind that if you change this setting, you’ll have to either press Ctrl-Enter to save a record, or navigate to the Save & New button and then press Enter. While setting that option, make sure to also choose Automatically open drop-down lists when typing. This will allow you to type the first couple letters of a list item, and then use the arrow keys and Enter key to choose the desired item.

Sometimes you may need to make revisions within a field, such as a description. You can navigate from word to word within a field by using Ctrl-Left Arrow or Ctrl-Right Arrow. You can also press the End key to jump to the end of a field, or the Home key to jump to the beginning.

Most other shortcut keys that you’ll use with fields are contained on the Edit menu, as shown in Figure 2.

Shortcut #3: Try these Register tricks

Press Ctrl-R to display the Use Register window, and then press Alt-Down Arrow to display the full list. If you simply press the Down Arrow, then your cursor will jump to the OK button. Within a register, press Ctrl-PgUp to move to the first previous month in the register, or Ctrl-PgDn to move to the next month in the register. Press Ctrl-O to copy an entire transaction within a register, and then press Ctrl-V to paste a duplicate of the copy. Or, press Ctrl-E to edit a transaction in the register. Conversely, Ctrl-D allows you to delete transactions.

You can also press Ctrl-G for certain transfer transactions to view the register of the corresponding account. QuickBooks doesn’t maintain a register for income and expense accounts, but you can use this to follow transfers between bank accounts, for instance. Similarly, you can press Ctrl-H on certain transactions to view their transaction history, as shown in Figure 4, or press Ctrl-Y to display a transaction journal. This is a report that shows you the debits and credits that comprise the transaction, as shown in Figure 5.

Shortcut #5: Level your lists

Only two lists have their own shortcuts: Ctrl-A for the Chart of Accounts, and Ctrl-T for the Memorized Transaction List. You can use Ctrl-PgUp and Ctrl-PgDn to navigate to the top or bottom of a list. Press Ctrl-E to edit a record within a list, or Ctrl-P to print the entire list. As with transactions, Ctrl-D will delete a list item-you’ll receive the warning shown in Figure 6 if you attempt to delete an account that has a balance, though.

Shortcut #5: Make a date

Incremental dates (and check or invoice numbers, too) can be moved up or down by pressing the + and – keys. Even better, laptop users can press the = key, instead of Shift-Equal to access the + sign. Navigate forward and backward in time by keeping these three words in mind: week, month, and year. Press W to move back one week, or K to move forward one week. Do the same with M or H and Y or R to move forward or back one month or year at a time. Within a date field, press Alt-Down Arrow to display the calendar without having to click with your mouse. Other date tricks you may find helpful are pressing [ or ] (the square bracket keys) to move to the same date in the previous or next week, or ; and ‘ (the semicolon and apostrophe keys) to move to the same date in the previous or next month. If all of these date tricks are making your head spin, just press T in a date field to return to today’s date.

Shortcut #6: Customize your start-up

Usually QuickBooks automatically opens the last company that you accessed, but it won’t do so if you hold down the Ctrl key while you open QuickBooks. Also, if you share a computer with a coworker that frequently leaves many windows open, hold down the Alt key while you open QuickBooks to start with a clean desktop. You can also press the F2 key to display a dizzying array of data about your QuickBooks company, as shown in Figure 7.

Using the History Button

 

  • The History button shows you all the transactions related to the one you are currently viewing.
  • For example, view any invoice that you know is paid, then click on the History button.
  • Then you’ll see the payment details on your screen instantly.

Keys that help you save lots of time when working with dates

 

(Just type the key shown in the date field.)

  • T = today’s date
  • M = First day of the month you are working in
  • H = Last day of the month you are working in
  • Y = First day of the year
  • R = Last day of the year
  • + = Move the date forward by one day
  • – = Move the date backward by one day

Chart of Accounts Shortcut

 

CTRL+A brings up the Chart of Accounts right away

Closing QuickBooks Shortcut

 

ALT+F4 closes QuickBooks software

Calculator Shortcut

 

When working in a register, you can use the = to bring up the calculator when adding or subtracting from an account

Memorized Transaction Shortcut

 

CTRL+T will bring up your Memorized Transaction list immediately

▶  Efficiency Tips

Some tips designed to increase the overall efficiency of your QuickBooks experience.

 

▶  Setup and Customization Tips

Information on helpful features like password protecting, QuickBooks sharing, and other customizations.

▶  Advanced Features

Several tips and tricks to help make even the most advanced QuickBooks tasks easier and more efficient.

 

Buy QuickBooks and Save

You can purchase the most recent version of QuickBooks at a savings of up to 20% by clicking on the QuickBooks graphic directly below this paragraph.

buyquickbooks

Click on the link below to learn about the powerful features of the following QuickBooks programs.

▶  QuickBooks Simple Start

QuickBooks Simple Start organizes your financial information all in one place, so everything is easy to find. It simplifies all your accounting tasks and presents the information you need exactly the way you need it. And now it’s easier to use and more flexible than ever!

 

Start saving time right away!

Now, easier to use and more flexible, QuickBooks Basic makes managing your small business finances faster and easier than ever. Now, you can access the improved Help & Support Center from more places… and type your question in plain English.

You can schedule automated data backups onto more types of media, including CD-ROMs (Windows XP only). You get more flexibility when printing forms. And you can create a budget more easily.

Want more options for customizing your forms? A way to create a budget instantly and automatically? Want to flow information from QuickBooks into other business applications-and vice versa? Then take a look at QuickBooks Pro. And if you want all that, plus planning tools to help you achieve better results, check out QuickBooks Premier.

Key Advantages

  • Track of your sales and expenses automatically as you create receipts or invoices, and make deposits.
  • Track of your sales and expenses automatically as you create receipts or invoices, and make deposits.
  • Includes everything you need to organize customer information, pay your bills and prepare for tax time.
  • Simple to set up, learn, and use.
  • Keeps you organized, efficient, accurate.
  • New customization option lets you create professional-looking estimates and invoices with a few keystrokes.
  • Find any transaction fast. Get totals automatically without writing formulas or doing math.

▶  QuickBooks Pro

Advanced tools that increase your productivity and help you look more professional

 

QuickBooks Pro offers advanced, yet easy-to-use tools for small businesses that want to manage their finances more effectively and efficiently. In addition to all the features of QuickBooks Basic, it offers more power and flexibility.

For instance, it automates job costing and time tracking. It allows you to create multiple estimates per job. It gives you over 100 forms templates and lots of control over the look and content of your forms. It lets you create a monthly budget with just one click of your mouse.

You can schedule automated data backups onto more types of media, including CD-ROMs (Windows XP only). You get more flexibility when printing forms. And you can create a budget more easily.

QuickBooks Pro can save you time by letting you share your customer, vendor, inventory and financial data with more than 100 popular business applications, including Microsoft Word, Excel, Outlook, and ACT!

Order the Pro Edition 5-User Pack, and you can give as many as 5 networked users access to your company’s QuickBooks file at the same time.

Key Advantages

  • More than 100 timesaving form templates
  • Powerful forms customization options
  • Creates a budget with one click
  • Shares data with more than 100 business software applications
  • Tracks job cost, tracks time and allows multiple estimates per job
  • Allows up to 5 simultaneous users (5-User Pack only; requires local area network)
  • Lets you assign custom price levels to different customers

▶  QuickBooks Premier

Achieve better results!

 

 

It offers a comprehensive set of tools that include everything in QuickBooks Pro, plus advanced tools and features that help you take your business further. It helps you quickly and easily create a business plan to help you get loans or financing.

QuickBooks Premier also includes a sophisticated analysis tool that actually measures your financial performance against averages for your industry and make expert recommendations to help you improve it.

QuickBooks Pro can save you time by letting you share your customer, vendor, inventory and financial data with more than 100 popular business applications, including Microsoft Word, Excel, Outlook, and ACT!

Key Advantages

  • New management and planning tools help you achieve better results
  • Builds a business plan and forecast based on your finances
  • Creates a budget with one click
  • Analyzes your finances and makes expert recommendations
  • Tracks sales orders
  • Tracks components and finished goods for more accurate inventory management
  • Flexibility to work from home or the road via the Internet
  • Easy upgrade automatically transfers your existing QuickBooks data

▶  QuickBooks Retail: Point of Sale

QuickBooks Point of Sale software for retailers makes it faster and easier to track sales, inventory and customer information. It turns an ordinary PC into a cash register.

QuickBooks Point of Sale software gives you the convenience you want with the control you need to manage and analyze your business.

Key Advantages

  • Rings up sales like a cash register. Stores sales, inventory and customer information for better reporting and decision-making.
  • Builds a business plan and forecast based on your finances
  • Tracks inventory, so you know what inventory you have on hand without doing a manual count.
  • Stores customer information, including name, contact information and items purchased.
  • Never enter sales information into QuickBooks Financial Software again!
  • Works with Intuit-tested point of sale hardware – receipt printer, cash drawer, bar code scanner and credit card swipe.

QuickBooks Point of Sale software lets you easily transfer summarized sales data to QuickBooks Pro or Premier (bought separately), so you’ll never have to re-enter sales information into QuickBooks Financial Software again.

Get the Complete Solution
When you buy QuickBooks Point of Sale software, you can also purchase the Intuit-tested hardware package, which includes a receipt printer, cash drawer, bar code scanner and credit card swipe.

▶  QuickBooks Premier: Contractors Edition

Custom Built For Contractors

Introducing QuickBooks Premier: Contractor Edition, a first-ever addition to the existing QuickBooks family of products used by more than 350,000 contractors.

Premier: Contractor Edition is custom-built for contractors. It simplifies the work of running your contracting business-from paying bills to estimating, invoicing, and job costing – so you can manage your business more effectively and free yourself for the work that makes a difference to your customers.

It lets you create more accurate and complete estimates, with change orders, and instantly see where you are making money and where you are losing money.

With customized set-up help, a custom contractor menu and navigator, and customizable forms templates, there’s never been an easier way to take charge of your contracting business.

Order the Pro Edition 5-User Pack, and you can give as many as 5 networked users access to your company’s QuickBooks file at the same time.

Key Advantages

  • Custom job-costing reports let you see which jobs are making money-and which are not.
  • Track change orders and get client approvals in writing.
  • Nine reports specialized for contractors keep you on top of your business.
  • Contractor Menu and Navigator give you one-click access to your key contractor activities and reports.
  • Contractor-customized help and tips to help you get more from QuickBooks.
  • More than 100 new form designs and more customization options.
  • Automatically converts your existing QuickBooks files.
  • Works like other QuickBooks products, so you can be assured it’s fast and easy-to-use.
  • Includes everything in QuickBooks Pro and Premier.

▶  QuickBooks Premier: Professional Services Edition

QuickBooks Professional Services Edition is an all-in-one solution recommended for consulting, engineering, architecture, law, graphic design firms, and many other types of small businesses. QuickBooks: Professional Services makes it faster and easier to manage projects, clients, and to automate invoicing without giving up flexibility.

QuickBooks: Professional Services software gives you the convenience you want, with the control you need to manage and analyze your business.

Key Advantages

  • Create and track invoices in QuickBooks, then send the data to Word documents that look just like those you used to create manually. No need to retype any information.
  • Get instant access to contact information, balances and transaction histories for any client, all in one window.
  • Set multiple hourly billing rate levels for your employee, client or service, and apply them to invoices any way you choose.
  • Gain insight into your business with 17 Professional Services reports, including reports that keep you on top of your projects and show where you’re making or losing money.
  • Streamline financial tasks by turning estimates or proposals into invoices with one click, and emailing them as PDF files.

▶ QuickBooks Premier: Manufacturing and Wholesale Edition

QuickBooks Manufacturing and Wholesale Edition is an all-in-one solution recommended for manufacturers and wholesalers.

QuickBooks Manufacturing and Wholesale Edition makes it faster and easier to create Bills of Materials, create customized pricing levels, track inventory, sales orders, etc.

QuickBooks Manufacturing and Wholesale Edition software gives you the convenience you want, with the control you need to manage and analyze your business.

Key Advantages

  • Create Bills of Material to easily track assembled products and their associated costs including both material and non-material costs.
  • 11 Manufacturing and Wholesale reports show where you where you’re making money and where you aren’t. See which items are on your shelves, and which out-of-stocks are costing you sales.
  • Price your products more profitably with tools that let you create up to 100 pricing levels per item.
  • The new Sales Order Fulfillment Worksheet shows all your open sales orders. And, it helps you select the orders to ship based on the criteria that are important to you.
  • The new, simplified QuickBooks Home Page gives you instant access to bills, bank accounts, customer and vendor data, and reports. Pay bills, print checks and track expenses with ease.

Start fast and get help when you need it. Manufacturing and Wholesale Edition includes a chart of accounts customized for manufacturers and wholesalers and built-in tutorials on topics like inventory management. Plus, get FREE QuickBooks callback support for 30 days following registration.

▶ QuickBooks Premier: Nonprofit Edition

QuickBooks Nonprofit Edition is an all-in-one solution recommended to help nonprofits easily show accountability to the Board of Directors. QuickBooks Nonprofit Edition is recommended if your work involves charity, religious, human service, arts, education, or other tax-exempt groups.

Key Advantages

  • Nonprofit Edition organizes your financial information the way your Board of Directors, donors, and the IRS want to see it.
  • Automatically track your organization’s finances with the Nonprofit Chart of Accounts as you enter donations, fund programs, and pay bills. Plus, create a budget automatically.
  • Finish basic accounting tasks faster. Get direct access to bills, bank accounts, pledges, donations, vendors, and reports from the new simplified Home Page.
  • Streamline donation processing and fundraising. Turn pledge forms into thank you letters and receipts with just a few clicks. See contact information, pledge status and contribution history for any donor at a glance in the new Customer Center.
  • Generate any of the 8 nonprofit-specific reports with one click.

Start fast and get help when you need it, with in-product Help focused on nonprofit-specific issues, built-in tutorials and FREE QuickBooks callback support for 30 days following registration.

▶ QuickBooks Premier: QuickBooks Online Edition

QuickBooks Online Edition is an online version of QuickBooks, but instead of installing it on your computer, you access and manage your data through a secure, encrypted Internet connection. Once you’re setup, your data resides on QuickBooks remote servers.

Key Advantages

  • Access your financial data anywhere, any time. Update your financial records, run reports, and track income and expenses from your home, office, on the road, or anywhere you can access an Internet-connected PC.
  • Grant access to multiple users. Give employees and your accountant limited access so they can update timesheets, sales, expenses or review the books. No need to invest in a network.
  • Maintain total control of your data. Decide who has access, what they can see and what transactions they can make.
  • Protect your data from facility disasters and hardware failures with automatic daily backups and offsite data storage.
  • Manage financial tasks easily online. Track expenses, write checks, invoice customers, and more.

Quickbooks online is ideal for companies with multiple locations or who have financial or other staff who telecommute frequently.

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