Can a QuickBooks Advisor Reveal Options You Didn’t Know Existed?

Posted on September 1, 2015


A QuickBooks Advisor Can Help You Access Full Range of Tools

QuickBooks advisorIf you are a small- to medium-sized business, chances are you’ve been using QuickBooks to manage your bookkeeping and financial reporting. Many businesses use QuickBooks for years without fully optimizing the tools for their company. A QuickBooks advisor can provide useful training, help you understand the impact of utilizing different tools in the system and keep you in the loop about updates.

Here are a few new features in the 2015 update for QuickBooks:

  • The new update allows you to assess your business transactions in multiple currencies. This feature is helpful if you operate multiple locations, but also if you have an active online presence, with purchases occurring in multiple currency forms. QuickBooks keeps the exchange rates updated, but you can override an exchange rate, if necessary.
  • The 2015 update has also improved the Customer Notes section. Three lines automatically display, and a simple click on a “more” icon allows for easy editing of the entire field.
  • Another customer-related improvement is the ability to view a sub-customer in Split Customer View.
  • Advanced searches have become “sticky.” When you initiate an advanced search and then later go back to it, the system remembers the search criteria you originally entered.
  • The new update for QuickBooks also features improved importing tools for the inclusion of new data from Excel or a database.

All of the new features included in the update can be demonstrated by a QuickBooks advisor. A QuickBooks advisor is able to not only provide guidance in how to best use the updates, but they can help give you confidence in your overall utilization of the system.

A QuickBooks advisor will review all of your data and provide analysis. They can also guide you through new processes, and even view the same screens during phone consultations to ensure that you are completing the process correctly. Financial reports are easily navigated with your QuickBooks advisor.

Many companies that use QuickBooks use all of the features and tools included in the program. They fear that one wrong click or entry will throw the entire system off and provide incorrect financial information. They feel that QuickBooks takes too much time to manage well, or they fail to use all of the information that QuickBooks provides because they don’t know what all the figures mean.

This doesn’t have to describe your company’s relationship with QuickBooks. At AccuBiz, Bert Doerhoff, CPA is a Certified QuickBooks ProAdvisor; certified proficient by Intuit, the maker of QuickBooks. Give us a call to help you make the most of your QuickBooks experience with a meeting with a QuickBooks advisor.

Posted in: QuickBooks