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Author: John Dance

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QuickBooks Desktop Enterprise: A Contractor’s Secret Weapon

Did you know that QuickBooks Desktop Enterprise can be a contractor’s secret weapon? Whether you’re a GC or Sub, QuickBooks Desktop Enterprise has the features you need to monitor progress on the job site and ensure on-time completion under budget.

We often encounter contractors using QuickBooks needing help setting up their solution to allow them to leverage critical contracting features. QuickBooks was created to make accounting easy for small-business owners without accounting experience, and solutions designed to cater to industries with very specific needs have since been implemented and are often underutilized. When set up and configured properly, using these contracting features can transform an ordinary QuickBooks application into a contractor accounting solution powerhouse!

The majority of our contracting clients that enlisted our services to set up their QuickBooks, train them on proper feature leveraging, and use these QuickBooks features reported better financial performance from their Project Managers, on average. Time savings from automation, improved job site visibility and project tracking, and faster approval processes are among the top benefits reported by our contracting clients.

Read on to learn more because we want to share how you can replicate this success within your organization!

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Move from QuickBooks Desktop to QuickBooks Online

A lot of business owners are setting up their businesses to excel in 2022 by upgrading or migrating their QuickBooks products. Also known as a move, or moving from one QuickBooks software to another. Some businesses are upgrading to QuickBooks Desktop Enterprise, while others seek a migration over to QuickBooks Online. For those that choose to move over to QuickBooks Online, we offer a complete turnkey solution and service package that ensures business success. A lot of  clients want to know more about migration services, why they are so beneficial, and attempting to complete a migration without the help of an experienced professional might cause a major headache. By contacting us before proceeding into the QuickBooks unknown, you can avoid finding yourself ill-equipped in volatile territory.

In this article, a dive into the complexities of the QuickBooks Desktop to QuickBooks Online migration will be explained in plain language, along with what can happen when you venture out alone into the QuickBooks unknown, and how our QuickBooks migration services differ from all of the rest – how we move your data and empower your business for optimal success!

And, if you are still trying to determine which solution would be best for your business, there is help available for you. Check out the blog resources below, and Contact Us if you still need more help or have any questions:

Read on to learn more about QuickBooks Desktop to QuickBooks Online migrations!

Why QuickBooks Desktop Enterprise May Be Your Best Move

We recently published a post on our blog about why you should consider moving to QuickBooks Online or Online Advanced. If you read that article, you may be wondering why we mentioned upgrading to QuickBooks Desktop Enterprise in some cases. We mentioned QuickBooks Enterprise because, in some cases, Enterprise will still be your best solution based on your business needs. We realize in that article, much is not discussed in detail about knowing when Enterprise is right for you. So, we produced this article to help you determine why QuickBooks Desktop Enterprise may be your best move after all.

The name “Enterprise,” and what buyers typically think it implies, thwarts some decision-makers. Many business owners believe QuickBooks Enterprise is strictly for enterprises, and many of its abundant and powerful features are too robust and in excess of their current needs. Enterprise was actually designed for growing Small-to-Midsized Businesses (SMB) to help them grow to the Enterprise level. While your current needs at the time of purchase may seem to demand less than what is offered in Enterprise, it is often not the case for businesses experiencing growth whose needs will rapidly evolve and grow. We have spoken with many clients who have properly gauged their current needs but fail to properly fit their solution to their growth needs, and then come to us to be right-fitted for their growth needs.

The cost of a wrong-fit solution is significant so it’s very important to ensure your new solution is right-fitted properly. Thus, it is also very important to focus on your growth goals and go into decision-making with a “what we WILL need” mentality. Lastly, remember that some features that may seem excessive to you now can also be leveraged for their significant economic efficiencies, such as streamlined advanced workflows and the Pick, Pack, and Ship sales fulfillment process. This article will discuss the features of QuickBooks Desktop Enterprise, how those features can be leveraged for economic efficiencies, and why QuickBooks Desktop Enterprise may be your best move after all!

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What is the Difference Between a Bookkeeper and a CPA?

The truth is, many business owners do not truly understand the difference between a bookkeeper and a CPA, so we have decided to help!

We have noticed that there seems to be a fair amount of misinformation online about this subject. Because these dissimilar occupations, with different technical skillsets (hired at much different price points), are often misunderstood to be the same occupation, we feel it is our duty to inform our clients.

We also arrived at this decision with the help of small business owners who contacted us looking into outsourcing some (or all) of their accounting needs. Enough of them have asked why we do not offer a “one-stop-shop” service, that includes Certified Public Accountant (CPA) work.

While a “one-stop-shop” service may be convenient for the client, it typically falls short in the areas of economic efficiency and performance optimization. For those reasons, we recommend the separation of Bookkeeping and CPA work between different organizations and/or contractors, and we’re going to share our reasoning with you in this article.

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Why Move from QuickBooks Pro or Premier to QuickBooks Online?

Have you heard about QuickBooks Online and/or Online Advanced? We’re pretty sure you have, but have you ever seriously considered a move to QuickBooks Online and/or Online Advanced?

Now is a better time than ever to move to QuickBooks Online or Online Advanced, and we’re going to tell you why! Specifically, we’ll discuss the advantages of moving to a cloud-based accounting application, the advantages of QuickBooks Online and/or Online Advanced over traditional QuickBooks Desktop products, and what common business needs will make QuickBooks Online and/or Online Advanced a perfect fit for you.

QuickBooks Desktop Payroll – The Inside Scoop

Want to learn the inside scoop on QuickBooks Payroll solutions and how you can ensure you choose the right payroll product for your business? A few of our in-house certified ProAdvisor consultants have recent tenure within Intuit’s Payroll department, and they want to give you all the important details you need! As they say, planning and preparation are the best remedies for ambiguity!

Speaking of ambiguity, ambiguity can be beautiful – even labeled as a gateway to creativity in certain circumstances – but not in these. When you must commit to an investment required by your company, and the livelihoods of you and your employees depend upon its success, the less ambiguity the better! And we know exactly what is at stake, and how tough of a decision this is to make. We don’t need to remind you of what is on the line, and selecting the wrong solution can be a devastating blow to both your confidence and your business.

For this reason, we thought it best to leverage our knowledge from our internal certified ProAdvisor consultants, and give you the inside scoop on QuickBooks Payroll. So whisk away the ambiguity, strike down your reservations, and proceed confidently with your right-fit QuickBooks Payroll solution!

QuickBooks Online in 2021 – The Year in Review

QuickBooks Online in 2021 has truly poised itself to be an enormously beneficial alternative to QuickBooks Desktop in the year 2021. With so many competitive features added since its inception, especially in this last year, QuickBooks Online is quickly dominating the small-to-medium business cloud accounting space. As this year comes to a close, businesses prepare for year-end. With 2022 growth plans being finalized and soon to be executed, many businesses are pondering this complex question:

Should we convert or migrate to QuickBooks Online?

For this reason, an informative article analyzing QuickBooks Online was deemed necessary in our mission to right-fit clients to optimal QuickBooks solutions. This article will provide you with all of the important advancements made within QuickBooks Online in the last year, and how you can leverage support to ensure you are on the best product for your business.

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Form 1099 Information – Avoid an IRS Tax Audit!

Hello world, and welcome to tax preparation season! Form 1099 variations, Balance Sheets that won’t balance, and unpaid client bills, oh my! With so many unchecked boxes remaining on your year-end tax preparation list(s), and so little time to check them off, accounting frenzy is afoot. Unsurprisingly, daily tasks, project work to meet or beat upcoming deadlines, and more 2022-year planning tend to be the priorities at this time. If accountants are not Superwomen and Supermen, leveraging their superpowers to churn out incredible accounting work, then how can they manage to get all of these things done in so little time? And, more importantly, with their noses to the grindstone, will the quality and accuracy of their work suffer?

We all know that accountants are busy people in busy professions, and during busy times of the year “busy” is more of an understatement. As a company dedicated to QuickBooks training and performing QuickBooks services for our many happy clients, with a team of Allstar, certified ProAdvisor consultants with strong accounting backgrounds, we know and understand what “busy” truly means for accountants. And we definitely know how “busy” can affect work quality and accuracy. The last thing any business wants are penalties imposed by the IRS for any mistakes or oversights! So it’s important to prepare and execute year-end taxes correctly.

Diving a little deeper into the weeds of year-end taxes, a lot of the technical questions we receive have to do with Form 1099. Form 1099 work can become quite tricky, and a lot of accountants can struggle with choosing the correct Form 1099 variant to file. 1099s are a complex component of the tax preparation and filing process, with 20 Form 1099 variants, and it is essential to report everything correctly to avoid an IRS Tax Audit. Correct reporting will also help to mitigate potential IRS Tax Audits of your employees, which can cause great stress and negatively affect work performance.

Our solution? Read on to learn more about how we can help!

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Business Growth Guide for 2022

At long last, the New Year is not far away! Soon we will all be putting 2021 behind us and driving forward 2022 plans! Needless to say, this will require a decent-sized chunk of time for planning and preparation. And there is no better preventative step to tee up success than preparation! So, to help you with said planning and preparation, we present to you our Business Growth Guide for 2022!

Circling back to planning and preparation, here are some famous wise words that we can draw on. Abraham Lincoln once said, “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” That makes for a pretty sharp axe! And a thoroughly sharpened axe certainly cuts through more trees quicker! From over 500 years of combined QuickBooks and small-to-medium-sized business experience, we can vouch, that the right investments in the right places, at the right times, is what preparedness is all about. So, ask yourself this question:

Are you properly prepared?

We sure hope you are, but just in case, this article will help you with the tools and resources you’ll need. We’ll share some knowledge and expertise around preparing for the new year and how we can help you fortify your business. In 2022, we are dedicated to seeing you grow and succeed, and we’re going to show you how we can help! Ready? Set? Grow!

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What’s New in QuickBooks 2022?

In early September, Intuit released a statement confirming that the QuickBooks Desktop 2022 product line could only be purchased via subscription. Additionally, Intuit released details about the new features that will be included in QuickBooks Desktop 2022. While QuickBooks Desktop’s transition to the subscription model comes as a shock to some, most will appreciate the added benefits.

This article will discuss the new features in QuickBooks 2022 and provide you with more information regarding the added benefits brought on by the subscription model. At the end of this article, we provided links to our previous articles detailing historic version releases.

We encourage you to attend our webinar, which will have a lot more detailed information. Read on to learn more and sign up for our free webinar!

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