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Time to upgrade to QuickBooks?

Your 2018 business taxes are just about complete, and your business has grown. Boy, were those excel spreadsheets tough to keep organized. Or what about that shoebox full of receipts. Thinking of an upgrade?

QuickBooks is one of the most comprehensive accounting software packages on the market. Thousands of busy business owners use it every day. The software’s popularity is based on its intuitive nature and includes accounting features from banking integration to employee management.

QuickBooks is a tool that can make financial management for your business dramatically easier. However, learning all the ins and outs take time. Even if you’re a pro at QuickBooks, you may be missing critical tips and tricks that can save you hours each month balancing the books and attending to routine matters.

Here’s a tip for business owners just getting started with QuickBooks: use a ProAdvisor. QuickBooks will connect you with a local accountant (depending on where you live) who can help get you up and running on the software. They can also advise you on issues like tax requirements, offsetting of expenses and business structure.

Like all software there are some learning curves to consider and you should invest in understanding the basics. Here are some things that your local ProAdvisor can assist you with, when using QuickBooks:

  • Entering Correct Company Information.

  • Inputting Accurate Customer Details, Employee Details, etc.

  • Reconciling on QuickBooks.

  • Customizing Your QuickBooks’ Layout.

  • Use Online Banking.

  • Finding the History of a Transaction.

  • Printing Batch Invoices.

  • And so much more.

Now is the time to make the switch. Here at BKC, we have several ProAdvisors available to assist you with your conversion needs.

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