QuickBooks Training & Support
Whether you are a new business or a long term QuickBooks user, we can help you get more from your QuickBooks system and make better use of the information at your fingertips.
Where we can help you:
Setup QuickBooks
Get off to the right start as we step you through the setup stage, ensuring a good fit for your business. We can also liaise with your accountant to fit in with their requirements. As Certified QuickBooks Pro-Advisors, we are keen to see businesses providing correct information to their accountants to minimize rework and additional costs.
Import Customers, Supplies and Stock
If you have lists or databases from another system, we can help import these into QuickBooks. We can also help speed up the setup of larger stock or customer lists using Excel.
Tailor the System to your Specific Requirements
Each business is different, with its own specific needs. QuickBooks has special features which can be adapted to suit your business.
- Recurring invoices for care homes, subscription services, or regular maintenance providers.
- Estimates and progress charging for builders and contracting firms.
- Time tracking for professional services.
- Stock tracking and cost of sales for retailers or manufacturers.
- And so much more.
Training
Providing training for you or your staff, we will work with you on your own business information so that you learn hands on, in the most relevant way.
Generally we recommend a series of four to six training sessions to get your system up and running, plus a review before your next VAT return.
Review your Company File
I can review your existing file and suggest improvements, fix problems, help prepare for a VAT return or check the year end file for your accountant.
Reporting
QuickBooks reports give you extra insight into your business. Zoom into the detail, look at trends, check out you best customers or customer groups, see which products are the most profitable and keep a close watch on your bank accounts.
We will set up quick access reports to keep you in control.
If you have staff or book-keepers entering transactions, we will also train the business owners or managers on how to access crucial reports and information themselves.
Ongoing Support
We are available by phone, email or onsite so you are not left on your own. Get quick answers when and how you need them. Support can be provided outside of normal business hours, at your convenience for an additional fee.