What is QuickBooks? QuickBooks® software can turn your small business into a lean, mean, money-making machine! This state-of-the-art program allows you to quickly and easily organize all billings and spending, and creates customized reports to help you keep track of your money. By monitoring inflow and outflow throughout the year, QuickBooks® will make tax time a breeze!
Contact Advanced Bookkeeping Solutions to find out what QuickBooks® can do for you!
What does QuickBooks® have to do with Advanced Bookkeeping Solutions?
As a Certified QuickBooks® ProAdvisor, we have the expertise to help your business grow by utilizing QuickBooks® software to its full potential and:
Payroll – Alleviating fear of tax penalties and filing worries by paying all payroll taxes through QuickBooks® E-Pay and performing weekly payroll services.
Accounts Payable – Inputting all vendor bills and ensuring that items are coded to the proper general ledger account, preventing vendors from receiving duplicate checks.
Accounts Receivable – Reviewing and analyzing all customer accounts and determining how to collect from past due customers.
Profit & Loss Analysis – Reviewing income versus loss in order to determine which jobs or departments are earning or costing your business money — long before tax season arrives!
What’s New in QuickBooks® 2015
Comment directly on reports – Whenever you want to make a note on an income or expense, you can now do this directly on reports. No more lengthy emails with questions and attached reports; instead the comments are stored on the saved report that can be emailed....
Insights Dashboard – Get a comprehensive and easy-to-understand overview of your business right on the Home page....
Time and Expense on Income Tracker – New Time and Expenses display in the Income Tracker helps take the guesswork out of project time that is remaining to be billed.
Report Redesign – The new modern design includes horizontal lines, background shading, minimum width and vertical grid lines. These improvements make it so much easier to scan a large report, especially when viewed on a computer monitor.
Field Search Boxes on Report Customization – Modifying reports in QuickBooks 2015 is made easier with the addition of the Search boxes and listing the data fields alphabetically.
Send Multiple Reports in a Single Email – The reports included in Process Multiple Reports are added as multiple attachments to a single email.
Notes Redesign – For companies that keep many detailed notes in the lists: Customers, Vendors, Employees, it was difficult to single out important notes. Now, a specific note can be “pinned” to display in the header information of the Customer, Job, Vendor, or Employee record.
Flag on Billable Time and Costs – This improvement takes the guesswork out of billing for Time and Expenses by providing the user with flags to show that there are costs to be billed.
Frequently Asked Questions
Why should I use a ProAdvisor? QuickBooks® ProAdvisors have a thorough knowledge of QuickBooks® and are officially certified and recognized for this expertise. ProAdvisors are tested annually to ensure their knowledge is always current with the latest edition of QuickBooks®. In addition, QuickBooks® themselves will offer support to their ProAdvisors and there is also a large professional community of ProAdvisors whom frequently consult each other as well. In short, you’re never without help when you work with a certified ProAdvisor!
How do I choose I ProAdvisor? Location, location, location! QuickBooks® ProAdvisors are available all over the country. Choose an expert in your area by locating one on the ProAdvisor website.
What advantage is there in using a ProAdvisor versus a CPAor some other accountant? ProAdvisors have industry-specific knowledge of QuickBooks® to ensure your bookkeeping is spot-on. Plus, ProAdvisors typically charge less than CPAs. That means you get better service for a lower cost.
How long do I need a ProAdvisor? That’s up to you. ProAdvisors can step in for a one-time consultation, or can be retained on an ongoing basis as long as you need. Whatever accounting solution you need, ProAdvisors can provide it to you.
Will using a QuickBooks® ProAdvisor help my business grow? ProAdvisors are geared to fully utilize the features of QuickBooks®. From the various reports that help analyze a business to the latest upgrades, the client can be assured of the utmost care and professionalism. By getting a solid handle on your company’s financial pulse, you can operate more efficiently and focus on building your business instead of worrying about maintaining your records. Give us a call to find out what QuickBooks® can do for you! 719-313-7001
Want more details? Here are a just a few of the features that will be available to you!
Invoice/Sales Receipt Automation – While QuickBooks Desktop has memorized transactions, they still have to be sent to your customer manually. QuickBooks Online’s counterparts, recurring transactions, can be set up to be emailed automatically to your customers and you can be copied on each one.
Delayed customer charges/billing – QuickBooks Desktop has unbilled time and expenses, but again, we still have to manually go in and bill the customer for them. In QuickBooks Online, we can turn on a preference to do this automatically – either any time activity is assigned, daily, weekly, monthly or yearly. QuickBooks Online can remind us to do it or can automatically create an invoice for the unbilled time and expenses and depending on preference, either tell us via a message on the home page or not.
Activity Log – QuickBooks Desktop has the Audit Trail, which tells us when a transaction was created, modified, or deleted. QuickBooks Online, does this even better. The activity log shows when a user logs in, logs out, edits a customer, vendor, item, or account. It shows when a third party add-on accesses the data, when bank transactions are downloaded and when those transactions are matched or added to your register.
Bank transactions automatically downloaded nightly – In QuickBooks Desktop, the process of downloading bank transactions into QuickBooks has to be initiated manually, and if we’re doing this for you, we have to have your password. In QuickBooks Online, you can set up the connection, and QuickBooks Online goes out each night and automatically pulls in the transactions. There’s no need for us to have your user name or password any longer.
QuickBooks Online has Class AND Location tracking – QuickBooks Desktop has class tracking, the ability to track different profit centers, but QuickBooks Online adds one more layer with Location tracking. Let’s say you have a shop with two locations, we can track your business by location as well as by customer type. We can use Location tracking for each shop location and Class tracking for the customer type.
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