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Author: wpengine

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New Features in QuickBooks Desktop Plus 2022

[vc_row][vc_column][vc_column_text]As stated in our first article, "New Features in QuickBooks 2022," Intuit confirmed that the QuickBooks Desktop 2022 product line would only be available to purchase via subscription. In addition, Intuit informed us about some new features that will be included in QuickBooks Desktop 2022. Well, you spoke and we...

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Transition to QuickBooks Online with Your Data FAQ’s

You take time to mull over a potential transition to QuickBooks Online – weighing how much more it can benefit your business. After ultimately deciding to adopt QuickBooks Online, you wonder what is next.  The concerns are natural, especially if there are decades of history in your previous accounting software. However, our data specialists here at Out of the Box Technology will discuss this with you. They assess where you are currently; and where you want to end up – by the time you are brought into QuickBooks Online. This conversation is a first and critical step to a successful migration, as it ensures proper data conversion planning.

In this specific installment, we look at a transition of your data from QuickBooks Desktop to QuickBooks Online.

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QuickBooks Desktop Enterprise or Online Advanced

If you’re wondering, “Is QuickBooks Desktop Enterprise or QuickBooks Online Advanced best for my business?” then this is the article for you!

Needs change over time as businesses grow and scale. Therefore, solutions must adapt and/or change to continue to support expanding essential business functions. One of the hardest decisions you will need to continually reassess and make is which accounting system is best for your operation. There are many considerations involved, and one of the most important considerations is if you are ready to upgrade or switch. Another important consideration is which accounting solution configuration will be the best fit for your industry.

We recommend QuickBooks because we:

  1. Know its vast array of functional capabilities, and
  2. Understand its high flexibility in accommodating wide ranges of varying solution configurations.

This allows us to design a custom-tailored solution configuration to meet and exceed your business needs. But, which solution will ultimately be best for your business; QuickBooks Desktop Enterprise or QuickBooks Online Advanced? This brings us to why we wrote this article. Our intent behind the article was to answer the two-part “Big Kahuna” of client questions we receive.

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QuickBooks Desktop Enterprise Diamond: What is it?

If you are currently operating on QuickBooks Desktop Enterprise and you don’t have the Diamond package, you really need to read this! This is because QuickBooks Desktop Enterprise Diamond offers growing organizations an incredible opportunity to bundle products and services, and SAVE MONEY!!!

In this article, we’re going to discuss the features you can gain from the Diamond package. We’ll also showcase a success story of one of our clients who upgraded to Enterprise Diamond to maximize their savings and benefits.

Don’t miss out on this important information and don’t let this savings opportunity pass you by!

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What’s Included in a QuickBooks Health Check?

In this article, we will answer the most common and frequently asked question – what is a QuickBooks health check? We will also discuss the benefits and how to schedule one with us.

Time sure has flown by so far this year! It is hard to believe that we are already seven months into 2021! With passing the mid-year point and tax extensions deadlines fast approaching, many of our clients have been asking us important questions like, “How do I know my financials are up to date and what needs to be done to bring them current?” or “How can I improve my setup, workflows, and overall use to enhance QuickBooks to fit my business?”. Having the knowledge, best practices and most of all peace of mind in these areas have exponentially positive long-term effects for your business.

To address our common client’s needs, we start with providing a QuickBooks Health Check. At its core, it is designed to review your QuickBooks setup, financials, and overall health. In addition, a big element is that it is tailored to fit your specific business needs. This allows us to provide valuable insights and recommendations to serve as a catalyst to empower you with the knowledge to be successful regardless of if you are the owner, bookkeeper, financial controller, and/or operations manager.

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Your First Hour with QuickBooks Online

This applies whether you’re just launching a business or you’re going online with an existing company. Take some time to get acquainted with QuickBooks Online. Your first hour with QuickBooks Online, or any web-based application for that matter, is probably spent exploring. Clicking buttons, links, and other navigation tools will help you to get the lay of the land.

QuickBooks Online should be no different. In fact, it’s even more important to take it slow when you’re using an accounting solution. If you start entering data without understanding how everything works together, you may make mistakes early on that will be difficult to undo down the road. Without further ado, let’s jump into your first hour with QuickBooks Online!

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3 Signs You Need to Upgrade to QuickBooks Online Advanced

Knowing the 3 signs you need to upgrade to QuickBooks Online Advanced (QBOA) is important. As you probably were aware, QBOA is Intuit’s most elite online accounting solution. It is a solution that is truly designed to take growing businesses to the next level. When properly integrated into a company’s infrastructure, QBOA delivers amazing results. QBOA works smarter with deeper insights, is organized for peace of mind, and completes tasks that matter faster.

However, knowing the signs to watch out for, that indicate the right time to upgrade, is not common knowledge. There is very little information available online that clearly states when one should upgrade. Plenty of salesmen will tell you that the time to upgrade is NOW, but that is not necessarily the case. Because of this gap in available information, we decided to write a helpful blog to shed some light.

Our experts suggest you ignore these blanket sales statements and focus on identifying the signs that indicate that you’re ready. Read on to learn more. Here are 3 signs you need to upgrade to QuickBooks Online Advanced!

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SEP IRA’s & Tax Savings – Did You Know?

SEP IRA’s and tax savings – did you know that there are tax savings strategies involved with Simplified Employee Pension Plans? Out of the Box Wealth Advisors knows it! But that’s no surprise to us over at Out of the Box Technology. No surprise because our sister company specializes in small business investment strategies and all things related to wealth maximization. Good to know, right? But not what this article is about.

SEP’s, short for Simplified Employee Pension Plans, are great tools because they benefit both employees AND employers. These plans are available to companies of any size, ideal for small business, and come with tax saving benefits.

In this article, our SmartVestor Pros at Out of the Box Wealth Advisors are going to explain what a SEP is. Additionally, they are going to discuss a few tax saving benefits involving SEP’s. This is valuable information for small business owners who want to maximize their wealth while reducing taxable income. More importantly, this is valuable information for small business owners who want to simultaneously provide more wealth for their employees.

Read on to learn more about SEP IRA’s, tax savings, and how small business owners can take advantage of this win/win retirement strategy.

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Why Consider Switching to QuickBooks Online

So, you want to know why you should consider switching to QuickBooks Online? Choosing an accounting solution can be a very complex process for any business. There are many factors to consider when determining which accounting solution will be a best-fit. Equally, some of these decision points are obvious, and others you wouldn’t even think to examine. Nonetheless, failing to assess these elements in your determination may result in a sizeable commitment without reaping maximum benefit. You can also find yourself overpaying for features that you do not need. Therefore, before you consider switching to QuickBooks Online, make sure you review the feedback from our expert ProAdvisors.

New QuickBooks Online Essentials Plus Advanced Pricing Price Increase

New QuickBooks Online Pricing: How This Will Affect You

As you are already aware, things are constantly shifting in the vast world of Business and Accounting. Elements of products and services evolve along with the progression of the market and the needs of consumers. It is for this reason that Intuit is modifying QuickBooks Online pricing and transforming their discount program.

So, new QuickBooks Online Pricing and a new discount program… You are probably wondering, “How will this affect me?” Keep reading to learn more about what is changing, how this will this affect you, and how to benefit most from it.

Still Have Questions? We’re Here to Help.

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