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QuickBooks Online

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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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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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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.

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Save Up to 20% on QuickBooks Online Subscriptions & Subscription Upgrades Through July, 15, 2021

Save Up to 20% on QuickBooks Online Subscriptions & Subscription Upgrades Through July, 15, 2021? YES, You read that correctly!

Everybody loves saving money, right? We enjoy saving our clients money too. As one of Intuit’s Elite QuickBooks Solution Providers, Out of the Box Technology is proud to offer these amazing discounts! But only for a very limited time. After July, 15, 2021, the percentage Intuit allows us to discount will decrease, so upgrade or switch now!

Read on to learn more about the savings we offer.

How will this save me money? What are the benefits Out of the Box Technology clients report? Happy customers. And, what are the benefits I will receive from buying through Out of the Box Technology?

QuickBooks Payments: Get Paid Faster!

Introducing QuickBooks Payments, the easiest way to get paid faster! This is not a new QuickBooks solution by any means, but it does have a relatively new name. Formerly known as “Merchant Services,” this solution has helped many of our clients receive invoice payments faster. The reality is, “Waiting for your money is costing you money,” so why not consider investing in reducing that cost? Plus, that cash you are currently waiting on will be available to you faster! So, what’s the icing on top of the cake? Well, we are sure you have seen the pricing available to you online. But, did you know with Out of the Box Technology, you will receive exclusive discounts on processing fees and more!

The most important consideration is determining whether or not QuickBooks Payments is right for you. For that reason, in this article, QuickBooks Payments will be discussed in greater detail. We will also share the benefits that our clients have experienced, and reported to us, that they considered “game changing.” Without further ado, let’s dive into QuickBooks Payments!

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