Consulting
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.