Moving Clients from Manual / Spreadsheets to QuickBooks Online
We understand you are not software experts, and our role is to support you. We specialise only in Intuit QuickBooks software, and have done for over 20 years. For the last five few years, this has included the online product QBO. We are therefore experts, blending our background of IT development and accountancy. We understand that the the system must provide the information you need, but also serve the client, and their management information needs.
We will meet with your client, and spent time to understand their business – what it is doing now, and how it might develop in the future. Then we’ll be able to set up the software selecting a range of different features, and applications that will make their life easier. They will have far more detailed, and relevant information than from their current manual system, so that they begin to rely on this data and start making better decisions.
One of the benefits of QuickBooks Online is the ability to work on live bank feeds, so that the data in their accounts is up to date, and they can better control their cash flow, accurately reconciling their bank accounts, and updating their Ageing Receivables and Payables reports.
We typically provide support for the first year, so that your clients become confident users of QBO, and you are able to log in and view their accounts whenever you wish. This puts you in the position of trusted advisor, rather than someone who has to waste time getting all their paperwork entered before you can start to see how they are performing.
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