QuickBooks ProAdvisor in Tucson, AZ
What Does “Wrong” Look Like?
A property management company here in Tucson called me after they’d been using QuickBooks for two years. They said, “We think we’re doing it wrong, but we don’t know what wrong looks like.” When I opened their file, I found about 15 different problems; everything from duplicate accounts to vendors set up as customers to income coded as expenses.
Being a QuickBooks ProAdvisor means we’re certified by Intuit and we actually know how to use the software properly. Not just the basics; we know the right way to set things up so your books are accurate and useful.
Why Setup Matters So Much
Most QuickBooks problems start on day one with bad setup. People download the software, answer a few questions, and start entering transactions. But if your chart of accounts is wrong or your items are set up incorrectly, every transaction you enter is going to be wrong too.
Then six months later, you realize your reports don’t make sense, and now you have to go back and fix hundreds of transactions. It’s a nightmare.
What We Do As Your QuickBooks ProAdvisor
We can set up QuickBooks from scratch the right way. We’ll create your chart of accounts based on your actual business, not the generic template. We’ll set up your products or services, your customers, vendors, everything.
If you’re already using QuickBooks but things aren’t working right, we can audit your file and fix the problems. Sometimes that means cleaning up your chart of accounts. Sometimes it means retraining your team on the correct way to enter transactions.
We also do training; either one-on-one or for your whole team. We’ll show you how to use the specific features that matter for your business. Not every business needs to use every feature in QuickBooks, and we’re not going to waste your time on stuff you don’t need.
Common QuickBooks Mistakes
The biggest mistake? Using the wrong version of QuickBooks for your business type. Contractors need different features than retail shops. Service businesses have different needs than restaurants.
Another common problem… businesses that connect their bank account to QuickBooks and let it automatically import transactions, but then they don’t review them properly. You end up with duplicate transactions, things coded to wrong accounts, and a mess that takes hours to clean up.
Desktop vs. Online
We work with QuickBooks Online. They’re different products with different strengths. Online is easier for multiple users and works from anywhere. It allows us to manage your books from across town.
If you’re not on QuickBooks Online, we can get you moved over without stopping your business.
Ongoing QuickBooks Support
QuickBooks changes alot, and new problems come up. As your ProAdvisor, we’re available when you need help. Maybe you can’t figure out how to run a specific report. Maybe an update broke something. Maybe you just have a question about the right way to record a weird transaction.
You can call us, email us, or we can meet. We’ll get you sorted out.