I’ve worked with QuickBooks with a variety of clients and am a Certified Advanced Online Proadvisor. QuickBooks is a great software program that can be a huge help to your business, but, like anything else, it can also be a hindrance if not used properly. Some of the most common issues are:
- Choosing the right version for your needs
- Making sure you have the right accounts set up
- Customizing the reports the way you want
- Tracking income and expenses by job or customer
This is just the beginning of the issues you may face and decisions you will need to make. Clients often find these issues to be overwhelming and they make their already difficult task even tougher. I typically work with clients through a combination of set/up or clean/up work and training for client.
If you use QuickBooks and are having issues or if you are just thinking about starting QuickBooks, now is the time to make your life easier. Fill out a contact card today!