QuickBooks (QB) is the number one software of small businesses providing a fantastic
accounting solution to business owners or families with no or little bookkeeping
experience or accounting training, yet helping provide financial structure and compliance.
The software is truly multi-level, from the most basic checking account function
to complex reports, queries and capabilities.
For a first time user, the first thing to do is to listen to each of the tutorials
found in the Help menu / Learning Center Tutorials. The second thing is to try out
the software with real data (your personal checking account for example) and see
what the results are. Because the desktop license is user-based, an unlimited number
of files can be created including a test company. After you have gained some experience,
you can open a real file and start entering the data for your business.
Beware: On one hand, QB is deceptively easy, on the other hand, mistakes and using
the software incorrectly will lead to serious problems that can be far reaching if
not addressed quickly and correctly.
Whether you just want to learn how to download into QB or you believe your file has
some issues, our firm is uniquely suited in helping you with your accounting and
bookkeeping needs. First, we have intense knowledge of the software based on years
of usage as well as attending multiple training sessions where we have learned tricks
unknown to most users (including professionals). Second, we treat the software as
a means to an end, that is the software must help you run your business better, give
you reports that you need, and provide you with useful data, systems and procedures.
Lastly, we understand what it takes to run a business and in our work with you will
always keep that in mind.
Are you overwhelmed by the software? Are you frustrated by the results? It’s time
to call a
consultant who specifically addresses your issues and give you results you want and