Get in touch with us and we’ll be happy to help!
Phone:
503.885.0776
Toll Free:
888.232.4758
Email:
info@ebsassociates.com
Headquarters
7150 SW Hampton St. Suite 200
Tigard, OR 97223
Out of the Box Technology provides an array of services for your QuickBooks company file data, whether it involves an existing QuickBooks file or a new one altogether. We have the collective QuickBooks experience to manage any scenario your file faces. Below are descriptions of the file handling journey Out of the Box Technology walks you through.
Are you transitioning to QuickBooks from another accounting software solution? Let our team of specialists take care of you! Our team will make sure the data you have in your previous file and software come into your new file accurately, performing and behaving as you need it to.
Are you needing to upgrade or transition your data from one version of QuickBooks to another? We’ll handle that for you, so you can get back to the rest of your business. We’ll make sure your file goes from QuickBooks Premier to QuickBooks Enterprise, or those to QuickBooks Online, without a hitch.
Are you looking to start your QuickBooks company file on solid ground? Great! We’re here to help you do just that. We’ll walk you through the process from start to finish. If you need your file looked at? We’ll look at what’s preventing it from performing optimally; and take measures to optimize your file. Need to check if your financials are properly tied out? Our team will help you with that, also.
Need to build a very customized report; handle the effects of negative inventory; list reduction; or other file maintenance needs? Let us help you with that! We’ll look at your file, your lists, and try to clean your file to make better sense of your financial data. We’ll also review any errors surrounding your company file, addressing what may be causing them to happen.
Mary has been incredible. We are very lucky to have her as our consultant. We are in the middle of transferring our data and inventory values to a new ERP system and her knowledge and professionalism has been invaluable. Thank you, Mary!
Donna was very accommodating and calming as I was in my panic mode. She assured me that she would be there to help If I ran into problems with my quick books installation.
We converted from desktop to Online and needed some help cleaning up. Vicki listened to what we needed, fixed what needed fixed and showed me some great aids to help run the business smoother. Glad to know she’s a email or phone call away now!
Vicki and Lee are awesome! We appreciate all Out of the Box Technology does, and how diligently they work on our project.
Donna has been incredibly helpful in this transition and I appreciate her so much!! Thank you for your expertise, time and for assisting us in upgrading to Enterprise!
“Lee is fantastic to work with. He guided me through what was required to migrate out Xero transactions to QB Enterprise. He is very detail orientated and sent directions that were easy to follow. Each question I had he immediately responded. Our transition was seamless. I will defiantly be calling on Lee again in the future for more of expertise and help.” Pam Schill, Emerald Growth
Osita helped me with my QuickBooks issues. He is AWESOME! He is knowledgeable about the data migration process and patient with me and all of my questions and concerns. Thank you so much for making this project seamless and efficient.
Our company was converting from a different business software to QuickBooks. We had twenty plus years with the other software when we were introduced to Deion. She had several questions so she could formulate the process and then worked closely with us to make it happen. Her team was outstanding. Lee can make excel move like a symphony, Sureah and Osita have excellent customer skills and everyone had a nice sense of humor that made some of the detailed work go more easily. We continue to work with Deion and would recommend her to anyone who is looking for QuickBooks help.” – Jim S.
Tiffany, I have heard from many in our organization how patient and helpful you are. I realize just from my involvement with our Chapters that many lack knowledge and understanding of computers let alone QuickBooks but you have been very understanding of their deficiencies and have helped many migrate successfully. Customer Service in any industry is of utmost importance and you, and your team, have done an outstanding job over the past 6+ months. Thank you for helping our members understand and help to ease their frustrations. Everything I have heard from the many is most favorable and I appreciate you.
“A credit card merchant plugin had ruined 10 years of financial data. After spending 3 days on the phone with Quickbooks support and no solution offered (to be polite) we were at a loss. We were literally going to have to spend months redoing thousands of transactions by hand! We called Kaylind who in 30 seconds understood the problem and jumped into action. Kaylind and her team (Doug!). were able to fix the problem in about an hour – life savers!”
“We found a Quickbooks desktop ProAdvisor via a web search. We worked with Jack Jones of OOTB Technology on a Quickbooks corrupted memorized transaction. I was contacted within 24 hours and Jack was reviewing the error report with 48 (on the weekend). Jack helped us walk through a secure rebuild of our corrupted data file and was back up running within a half hour of remote access. Jack was very efficient in time management and came across very professional. We would use Jack and OTB Technology again without question, our new go to team.”
“I worked with Josh today to transition to Out of the Box, they will now be hosting our QB. The transition was seamless. Set up was easy (Josh handled everything!). Moving our QB OOTB for hosting has allowed us to use many features we were unable to with Right Networks. RN crippled our productivity with their platform so I am really excited to be a client with OOTB. A couple of months ago, they also helped us with some set up issues pertaining to inventory. We look forward to working with them long term!”
“We needed to update our quickbooks software to the latest version. From the very beginning, Kaylind was all over it. She replied right away, gave me all the information I needed, and when I expressed how expensive our renewal was, she went right back to work on it. Replied right away with a 1200 savings on the renewal. Very smart. Very professional and we really enjoyed working with her. Would recommend her to anyone who needs this type of service. Thanks Kaylind”
“Mary’s wide ranging expertise brings huge value to our business. When we instituted a new software for our inventory, she was instrumental in making sure everything went smoothly. We have been working with Mary and her OutOfTheBox Team for over four years now and look forward to working together for many more years!”
“When we made our big move from Peachtree accounting to QuickBooks, the transition started out a little rocky, with multiple people working on it and some information was lost in the transition. But once we started working with Lynda at Out Of The Box, she was able to work it all out for us and help us with the process. She was able to get all of our accounts to match both systems and get us ready to move on solely using QuickBooks going forward. She is very knowledgeable and prompt when our team has questions and we really appreciate her help. She has been awesome to work with. Thank you and we would recommend her to anyone looking to work with you all.”
“I reached out to Outofthebox because of a botched conversion to quick books that another company performed. The team at Out of the Box Technology gave me an estimate of how long the process would take and provided me with updates as events happened. They ended up completing the process before the date on the initial estimate, and my books were perfect when they returned them. I never want to go through a software conversion again, but if I do, Outofthebox will perform the work.”
“I recently had Chad from Out of the Box update my quickbooks. I always dread any updates as there always seem to be a problem. I am so happy to say that Chad did my update while I was busy doing my other work. Chad contacted me a couple hours later with all 5 of our office computers working correctly. I have never had an update go this smoothly. Every experience I have with out of the box from bookkeeping to inventory management and now off site IT help has been outstanding. I feel I do not need any other on site IT personel. Thank you for all of your help Ann Seat Sack, Inc”
“I am so impressed with the service that we received and the time frame in which the work was completed. We had 13 years of information summarized and transferred into a brand new file, due to an un-fixable corruption. Lynda worked long hours, and did not hesitate to take an after business hours phone call. She was very easy to talk to, and knew exactly what she was doing to give us the results we were after. We couldn’t be happier with the new file! I will not hesitate to reach out if we have any problems or questions in the future. I will be happily recommending OOTB to anyone who asks!”
“Donna and the team at Out of the Box Technology are very professional and make the tedious task of installing and tweaking new software a breeze. They also go above and beyond making setup suggestions and massaging other areas of our computers to bring them up to optimum speed. I will look forward to calling them again.”
“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 highly recommend them for anyone who might be looking for assistance with a QuickBooks installation, or any issues with the software in general.”
“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 normally I wouldn’t tell you all this, but you have to know the level of frustration, nervousness, and feelings of “I am doomed to fail” that I had going on. Lisa guided me through the integration fabulously. Richard helped me import all my old data and everything on the QB’s side has been so easy since. I cannot tell you enough how much they helped me through this. We have a unique company with specific workarounds that we are having to create in the new operational software so having an easy accounting software has been tremendous. Also having OutOfTheBox to help me every step made my stress level so much better. Hope I didn’t ramble on and on, but I wanted everyone know how great they were!”
“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 didnt have the features we wanted so we had to make the tough decision to move back to Premier. What a mess. We had no idea what to do! Out Of The Box help us get the software we needed and helped us get our data from QuickBooks Online to Premier. We thought for sure it wouldnt work but Out Of the Box was great! We now we have our QuickBooks up and running and look forward to working with Out Of The Box anytime we get in trouble with QuickBooks.”
“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!”
“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 QuickBooks needs.”
“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 within 3/4 hour was able to find, restore, and open the critical files. This was done professionally, efficiently, and with good humor. In truth, it was only a matter of finding where the original files were hiding–not at all obvious. The specialist knew right where to look and what to recognize, and the fix was perfect. I also appreciate that I was only for the time used. A great experience and a VERY happy ending.”
“I found the a link to Out Of The Box via QB. I needed to migrate my company files from my Desktop version to QB Online. I am a Mac user and have had problems in the past finding Mac QB experts. Out of the Box put me in touch with an incredibly knowledgeable professional who helped me not only migrate to online, but re-organized my whole company accounting. Fantastic experience and I’ll continue to use their services.”
“We had a computer crash & software upgrade issues. Out of The Box was a lifesaver. Mary was so kind, knowledgeable & patient. Thanks to her I now can sleep at night. I have already recommended Out of The Box to a friend. What a blessing to have found this service.”
“My expert effectively brought our three very diverse divisions into a consolidated reporting structure by simply upgrading our QuickBooks to the Enterprise Solutions platform. I highly recommend her to anyone who needs help!”
“I’ve worked with a variety of Consultants over the years and would rate Out of the Box as one of the best. I highly recommend to anyone who needs help with their accounting or who is thinking of upgrading their existing software!”
“Out of the Box came in an emergency situation,took charge ,and got us up and running on Quickbooks. They have been a great support since. I would highly recommend.”
“My consultant is a pleasure to work with. Her in depth knowledge of the product was very impressive and she thought of ways to transition our data from an old version of QB to a new version.”
“We needed help switching from Peachtree to Quickbooks. Out of the Box made the process much easier than we expected. Their knowledge and suggestions and advice right on target.”
Our trademarked SauceBox™ Approach is a five-step "secret-sauce" recipe to client success. We start by listening to the client and walking through a methodical approach to finding a solution that fits our client's pain points. Our goal is to provide the best possible client experience, every single time!
Listen to the client and their pain points.
Determine the scope of client need(s).
Provide a comprehensive solution based on the scope.
Complete a comprehensive follow-up with the client.
Provide scheduled check-ins to ensure client success.
