Certified QuickBooks / QuickBooks Enterprise ProAdvisor
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Certified Quickbooks ProAdvisors
As Certified QuickBooks ProAdvisors, we have experts on staff who have been tested and certified by Intuit on a range of QuickBooks products. We help businesses get the most out of their QuickBooks software, and provide a range of services, including QuickBooks consulting, setup, training and troubleshooting. If you are new to QuickBooks, we can also pass along exclusive discounts on QuickBooks Pro, Premier, Payroll and more.
Quicbooks Tips
Close the month, quarter and year
After recording all transactions and reconciling all accounts, set the closing date in Quickbooks to prevent inadvertent posting to prior periods.
Tighten internal control by setting user permissions for each employee
QuickBooks Desktop Enterprise includes a very useful and effective internal control tool. The administrator may dictate which activities are allowed for each user by setting permissions for creating, viewing, editing, deleting and printing. The software includes standard roles, or the administrator may create customized roles appropriate to the specific business. This type of automated user access control can be a very effective and efficient way establish and maintain internal control over your financial data, preventing unauthorized viewing, printing or manipulation of data.
You should always reconcile your bank accounts at least monthly, but you may need to reconcile other accounts too
Reconciliations are an important element of good internal control, and Quickbooks enables reconciliation for any balance sheet account. In addition to bank accounts, you may have other balance sheet accounts that require periodic reconciliation in order to generate accurate financial statements from your accounting data. For example, credit card payables and customer deposits should be reconciled periodically to reduce the risk of inaccurate revenue and expense reporting. You will need to establish a well-designed process for recording and reconciling credit card liabilities and customer deposits, but once that process is in place, you will have a better handle on your business revenues, expenses, assets and liabilities.