System Selection and Implementation

  • Product Selection (QBES vs QBPP vs QBO [+add ons])
  • System Implementation
    • hosted vs. on-premise
    • set up CoA, Classes, Customers, Vendors, Templates…
    • Migrate data from legacy system
  • Process Design/Redesign
  • Customize Reporting
  • Document
  • Train

Process Review and Redesign (analyze -> document -> train)

  • File Review
  • Process Review
  • Reporting (QBES/QBPP/QBO Reports and Templates + QBAR)

Tools we use:

  • Baystate (TransactionPro series)
  • Q2Q (Data Transfer Utility)
  • ODBC Links to QBO

QuickBooks Integrated Solutions
We focus on optimization – and can recommend integrated solutions to save you time and money and get the most out of your accounting system.

  • Inventory software for complex production
  • e-commerce bridge from shopping cart to QuickBooks
  • EDI solutions
  • Job Costing
  • CRM

Most third-party applications claim to integrate with QuickBooks, but many apply this term very loosely. We can recommend add-ons that exchange data seamlessly with QuickBooks and minimize manual intervention.