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QuickBooks Pro Tag

Move from QuickBooks Desktop to QuickBooks Online

A lot of business owners are setting up their businesses to excel in 2023 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!

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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.

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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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QuickBooks Desktop Comparison

QuickBooks Desktop is an extremely intuitive accounting software
solution, there’s no doubt about that! But, what’s not so intuitive is knowing which QuickBooks Desktop solution is
right for you. This is a very common challenge that tons of businesses face once they have committed to QuickBooks
Desktop. “Which one do I choose?” Wouldn’t it be nice if you had a QuickBooks Desktop comparison guide to use for the QuickBooks Desktop 2018 discontinuation?

Don’t fret if you find yourself stuck at this pinnacle decision, we’ve got you covered! We know that you have better
things to do with your time then debate which QuickBooks Desktop solution is best. Not to mention which version of
QuickBooks Desktop you will need to be on.

The Experts at Out of the Box Technology have compiled all of the information that you will need. In this article, you will find an
in-depth QuickBooks Desktop product comparison. We will help you make the best decision for your business so you can
focus on more important business matters. After all, we do Anything + Everything QuickBooks.

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!

How to Setup User Access in QuickBooks

How to Setup User Access in QuickBooks

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.

So, you want to know how to setup user access in QuickBooks? If your bookkeeping was ever done manually, then one thing is for sure… You probably did not allow every employee to see every sales form, account register, and payroll stub. Most likely, you have established a system that allowed staff to work only with information that related to their jobs. For instance, there may be times when someone pulls the wrong file folder and sends a report containing confidential information. So now that you understand why this is so important, let’s get on with how to setup user access in QuickBooks.

QuickBooks helps prevent this by setting virtual boundaries. You can specify which features of the software is accessible by employees who work with your accounting data. Each employee receives a unique user name and password that unlocks only the areas he or she should be visiting.

To help minimize errors, maintain data integrity, and preserve confidentiality, QuickBooks lets you restrict users to designated areas in the software.

Upgrade to QuickBooks 2021 Is It Worth the Cost? 2018 Sunset Discontinuation

Upgrade to QuickBooks 2021: Worth the Cost?

Alas, the discontinuation of QuickBooks 2018 is upon us! There is only a little over one month left until Sunset, occurring on May 31st, 2021. As this date draws nearer, many see similar results returned from their QuickBooks searches. Tons of ads and links to pages stating, “Upgrade to QuickBooks 2021.” Then you wonder, “But is it worth the cost?” Most of them will not address this, but we will. They will relay that those who are on QuickBooks 2018 will lose the functionality of connected services and 3rd-party applications. And they are not lying – lot of these connections and features are quite important. Speaking of important features…

Upgrading to QuickBooks 2021 will add new and improved features to your QuickBooks software. You might be thinking, “Out with the old and in with the new!” Right? Well, no, probably not right off of the bat. You are more likely thinking, “But how important are these new features to my business?” And, “Is it worth the Cost to upgrade to QuickBooks 2021?”

We think, “Yes!” But, why? We think it’s a very fair response. There is not enough reasoning out there to address these questions of “why?” That is why this question and more will be answered for you momentarily. We, the experts at Out of the Box Technology, have gathered all of the necessary research you’ll need to make the best decision for your business. We have listed our favorite new and improved features of QuickBooks 21. Then we listed the benefit of each feature. Finally, we described how the feature can help your business and essentially pay for your upgrade.
Oh yeah, and after reading if you are still unsure about which product and version you need check out our QuickBooks Desktop Comparison blog.

So, without further ado, let’s get to brass tacks!

How to Add Documents in QuickBooks

How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself.

You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments.

Most small businesses are a long way from being “paperless offices,” despite the predictions so many people made when PCs became commonplace. Even though you’re making an effort to be as digital as possible with your accounting files, not everyone else is yet. So you still have to deal with paper.

And you’re probably still consulting paper documents, stored computer files, or scanned images that relate to your accounting data. QuickBooks makes it possible to keep this information close at hand, easily accessible from the software itself. With this article, “How to Add Documents in QuickBooks,” you’ll be keeping this information close at hand in no time!

quickbooks desktop 2017, for both windows and macOS is set to be discontinued on May 31, 2020. Here's what you should know regarding your QuickBooks company file, if you stick with QuickBooks 2017, after discontinuation

Support for QuickBooks Desktop 2017 in 2020: What You Should Know

It’s getting near the End of Life for QuickBooks 2017. For many longtime users, it’s that time of the year. For those of you who have just started using QuickBooks Desktop, you may be wondering what that means. Put simply: anyone still using 2017 will lose access to important add-ons, at the end of May 2020. Also, any live assistance for any inquiry or troubleshooting measure revolving around Desktop 2017 you currently utilize will not be available come May 31. What does this entail? Keep reading to learn exactly what services and apps are affected; and how discontinuation affects your support experience.

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