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QuickBooks

What is QuickBooks?
QuickBooks products are designed for start-ups and small businesses seeking basic accounting functionality for tracking and reporting purposes. Its user-friendly interface and ease of use are well-suited for smaller businesses. Key benefits of QuickBooks include its flexibility, industry specific solutions and its scalability.

Do I really need help setting up QuickBooks?
In most cases, yes. QuickBooks is not always as intuitive as one would hope. By Design Solutions has both the accounting and QuickBooks expertise to setup your QuickBooks software to maximize efficiency and organize your chart of accounts so your entries follow industry standards. With a well-planned QuickBooks set up, you’ll be prepared to provide your CPA with data that will serve as a solid foundation for preparing taxes and creating financial statements.

I have very industry specific needs when recording transactions, can I still use Quickbooks?

Of course. By Design Solutions has worked with countless businesses who need just a little more functionality than QuickBooks has to offer. We’ll work with you to define your needs and then we’ll set out to find a QuickBooks-compatible, industry-specific solution, saving you time and resources and ensuring you’ve got the right solution to fit your exact needs.

Should I continue to upgrade my version of QuickBooks?

Not necessary. With products updates being released so frequently, we want to ensure that your upgrade path is followed at a pace that makes sense for you. By Design Solutions takes a proactive approach to reviewing product enhancements from the perspective of your needs and the potential ROI of an upgrade. With By Design Solutions, you’ll know that when you upgrade your software, it’s the right decision at the right time.

Is there an easy way to share sales information with my sales force without allowing them into my accounting software?
Absolutely. By Design Solutions eliminates on e of the most common operational inefficiencies for many businesses – the inability of various departments to share critical customer information. By integrating ACT!, a popular customer relationship management software, with QuickBooks, your sales force can have the most up to date customer information, even automatically seeing quotes and invoices as they’re sent!

Am I a Good Candidate for QuickBooks?

Start-up businesses establishing their accounting systems
Small, service-based businesses
Small construction companies or subcontractors
Make-to-stock manufacturers
Professional service firms such as consultants and freelancers
Store-front retail businesses
Wholesale Distribution
Non-profit organizations

What else should I know about QuickBooks?

QuickBooks allows users to quickly and easily manage basic accounting tasks, including printing checks, paying bills, generating reports, and invoicing customers. It incorporates a variety of financial management tools and customization options. Its Premiere package offers capabilities for creating business plans and forecasts, inventory and "assembly" tracking, fixed asset tracking, time tracking, address management, per-item price levels, reconciliation, and creating sales orders from estimates. In addition, QuickBooks has designed accounting packages to meet the specific needs of certain industries.

How can I learn more about QuickBooks?

 

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