What our clients say

We specialize in QuickBooks solutions, data services, and optimizing your business. Let us simplify your financial journey.
Consulting

“Recently I started receiving OTB Newlsetters via email. After reading OTB newsletter article, “Full Service Plan or Subscription Model”, they saved us money by helping us review our Enterprise version & number of users. At renewal I will save $35/month!”

Easy Switch to Quickbooks (including inventory)

“My company switched over to QuickBooks Premier in March of last year. Lucky for us, we chose Out of the Box Technology to assist us with the conversion from a old version of Peachtree Complete Accounting. We were especially concerned about transferring our inventory data. OTB Tech handled the entire process seamlessly, and I would…

Seamless integration with QuickBooks

“Thank goodness I found them!!! Several things were in play when I found OutOfTheBox; 1) I was new to the industry/company that I am working for, 2) We were switching to a new operational/transactional software system that would integrate with QB Enterprise, and 3) the owner decided to do this with a mid-month date. Now…

New Company File Setup

“Out of the Box Technology was great! Needing assistance with QuickBooks backup and setting up a new company, their expertise and responsiveness to my requirements was above and beyond!”

Bookkeeping/Consulting

“I was having a hard time reconciling my QuickBooks. Even spent hours on the phone with Intuit customer service. I contacted Liss office and someone actually answered the phone! Made an appointment and got my problem fixed! Great help. Patient. My file was also really slow. Talked to one of their IT guys who fixed…

Product Sale / Upgrade

“We had an older version of QuickBooks Premier and wanted to upgrade. We thought QuickBooks Online was what we should move to but boy that was a mistake. After using it for a few months we realized it didn’t have the features we wanted so we had to make the tough decision to move back…

Consulting/Payroll

“There was one QuickBooks payroll issue I just couldt get past. It was a constant irritation for me so i decided (finally) to get help for it. I called a few pro advisors on the list. Someone at Out of the box actually answered the phone! I was scheduled with a consultant and within a…

Data transfer to QuickBOoks

“I approached OOTB to work on my QuickBooks conversion as could not get my information transferred from my old desktop software to QBO. Their service was timely, and they were diligent in both explaining what they were doing, as well as performing the necessary tasks in a timely fashion. I highly recommend them for your…

Fixed broken QuickBooks file

“Out of the Box was awesome! They responded right away, fixed my corrupted QB file and fixed my software installation that was done incorrectly. I am so happy I found them!”

Consulting

“I took a class taught by Denise and Joy. They make a wonderful team. What a great method to have two people teaching! This was the best class I ever attended on QuickBooks. I will recommend it to everyone. You not only learn how to use QB, but how to present your clients with good…

Bookkeeping/Product Sales

“I am thoroughly impressed with the professionalism and follow-up of this organization. I have been calling Quickbooks advisors in my area and have not gotten a call back. Out of the Box answered the phone and provided information, then followed up the next day. They have contacted me a 3rd time when I still havet…

Non profit data issues resolved

“I needed a new computer with a new version of QuickBooks, but I could not get that program to recognize, update, and open the files of a non-profit corporation I run. An obvious crisis. The Out-of-the-box specialist contacted me the day after I returned the signed agreement (IOW, the day after I sought help) and…

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