QuickBooks Online™ – The Benefits and Services Provided
Be Your Own Bookkeeper Workshop
QuickBooks Online™ has become a very popular software. It is cloud based, which allows you the luxory of not having to be tied to your desk at work. You can stay on top of your business bookkeeping while still having a great work/life balance. the basic modules such as receivables and payables are intact. Projects and job costing have become more robust. It is a well rounded software that will help you keep a firm handle on your how your business is doing.
There are many automation features within QuickBooks Online™ that takes the drudgery out of bookkeeping and helps with consistency. The banking feed, rules, recurring transactions are just a few.
In addition there are many third party applications that integrate with QuickBooks Online™ that enhance the bookkeeping process.
- Ecommerce is its own beast. With the aid of ecommerce integration softwares, you can save hours of work each month and have it be accurate.
- DEXT - if you want automation of receipts into QuickBooks Online™ transactions, receipts fetching, even help with the sales side. DEXT has advanced over the last few years and works more extensively with QuickBooks Online™
- SOS Inventory and other inventory cloud based softwares integrate with QuickBooks Online™ and take your inventory solutions to a much higher level.
Our company offers solutions to get your business up and running sooner. It can be as basic as an inplementation to QuickBooks Online™, training in all of the basic functions such as day-to-day transactions, payroll, reconciliations, job costing, customizing reports, etc. We are also available to help you out if something has went sideways and it has to be figured out.
Following is a list of the most popular services we offer:
Be Your Own Bookkeeper Workshop
This workshop is geared to get you up and running quickly, so that you understand the basics of doing your day-to-day bookkeeping and understanding what to do. There are 4 weekly courses that last 2 hours each. Classes are virtual and very interactive.
Week 1 – Navigating QuickBooks Online™
Week 2 – The Revenue Side and Receivables
Week 3 – The Expense Side and Payables
Week 4 – The Month End Cycle
Each workshop is $600/person
Group discount is available
Short Duration Training Pods
These are short duration training sessions to help you become more proficient with some of the third party apps that integrate with QuickBooks Online™ or tricky areas – each session is 2 hours
Four online training sessions to get you working in the cloud.
Learn the workflows and tips and tricks for time saving cloud bookkeeping.
Learn the workflows and tips and tricks for time saving cloud bookkeeping. Your training is provided by industry professionals who have experienced the benefits of using these software tools.
Session 1: Payables with Receipt Bank and QuickBooks Online™
Session 2: QuickBooks Online™ Bank Feeds and Bank Rules
Session 3: Bank and Credit Card Reconciliation Trouble Areas
Session 4: Payroll with QuickBooks Online™
All sessions are virtual and have a maximum of 5 attendees.
Each session is 2 hours
$200.00 each or book all 4 for $800.00
Group discount is available
Customized Training
We can also accommodate customized training. If you want the one-on-one attention that focuses only on your business, this would be the best option for you whether it is for an entire accounting department, just one person or a group of students who want either a “closed” environment or want to work in a share knowledge environment.
Pricing would be determined on a case-by-case basis.
Help, I Am In Over My Head and Don’t Know How to Solve the Problem
This can happen very easily. You might delete something inadvertently, then make 6 mistakes trying to correct and before you know it…..you are lost and have no idea what to do. These sorts of rescue missions will help get you up and running again.
Pricing would be determined on a case-by-case basis.
Implementing QuickBooks Online™ Data Files
Once you have made the decision to move to QuickBooks Online™, you might need help to import QuickBooks™ Desktop data in or do a clean start and get your QuickBooks Online™ data file ready for use. Many times training is a natural part of this. You get to pick the amount of services required as each implementation is different. We have completed many of these projects.
Pricing would be determined on a case-by-case basis.
Additional Software Support with Set-up, Training, Rescue Missions and Trouble Shooting
SOS Inventory
DEXT
Pricing would be determined on a case-by-case basis.
Available for Consultations
We help you customize your accounting software for your unique needs and help you get the most out of the product. We provide training, support and consulting services to suit your needs.
We offer a variety of services - from the very basic to the more complex.