Order Management and Accounting Systems
For Promotional Products Distributors By a Distributor
Accounting Support Works Only with Promotional Products Distributors
I am Harriet Gatter, founder and owner of Accounting Support, and a QuickBooks ProAdvisor.
Prior to Accounting Support, I was a Promotional Products Distributor and an Accounting Professor.
Client Comments
“She has been most responsive and creative at times, when we needed timely solutions to bottlenecks in our system.”
“Harriet will get everything set up properly, as well as train the person who will be taking over the job later.”
“Thanks to her help with the integration and her advice, our company is running much more efficiently.”
“I recommend Harriet as an accounting and QuickBooks expert who can solve problems, teach and assist promotional products distributors.”
“Harriet made a very daunting transition possible while still running the business every day. We could not have done it without her.”
“She quickly eased my insecurities and assessed what I needed. Harriet had me set up in QB very quickly and the magic started.”
“She set up the templates that we required in a reasonable amount of time. We were able to direct our valuable resources to other issues that arise in a transition like this and she took care of the rest.”
“Here’s the best advice you’ll get this week: Hire Harriet to get you set up properly BEFORE you decide to try to be an expert at everything. Don’t be Stupid me, be Smart me!”
“Harriet Gatter single handedly saved my company from a huge disaster after a stolen laptop and all files.”
“I’d like to go ahead and add some additional hours. I’m convinced our ROI in Accounting Support LLC is very high ;)”
“Harriet, you helped me several years ago to get set up in QB. THANK YOU! Best move I ever made.”
“She is super knowledgeable and took her time to make sure that we understood what was being done and trained us on how to keep up with this ourselves moving forward.”
“I wish I had hired Harriet sooner. All my mistakes of messy bookkeeping are still costing me time and money today.”
“Harriet was able to work her accountant magic, and now I just have to click two buttons and my invoices appear like magic in QBO.”
“Harriet is easy to talk to, systematic, and funny to boot!”
Always . . . . A Free
Consultation Comes First
Every project is unique and begins with
a no-obligation proposal.
Converting, migrating, and getting set-up
all depend on your current use of software,
your fiscal year-end, your volume of
transactions, and the accuracy of your data.
But, no worries, regardless of your size and
status, with this initial consultation, we will
together figure out your best next step and
the best time of year to do so.
Accounting System Design, Set-Up and Training
If you have yet to start using an accounting software, or just starting your business, let’s discuss QuickBooks, with and without it integrating with an order management system such as SAGE Online, commonsku, or ESP+. Which QuickBooks version might be best for you?
Set-Up QuickBooks Online (QBO)
Our industry is complex, and getting set up on QBO requires experience in both QBO and our industry.
And too, there is the option to integrate with our industry order management systems like SAGE Online, commonsku, ESP+ and others.
My set-up service is 100% customized to your situation. It includes sales tax settings, customized templates, an industry-aligned chart of accounts, and all other settings to suit your operation and make certain every detail is correct.
Converting to QBO
QuickBooks is the most used accounting software of small business owners and known by lenders, investors, bookkeepers, and CPA’s.
QuickBooks has an immense market share and thus they are most likely to stay in business for the long term and stay current with technology as it evolves.
• Though there are new accounting software solutions, I worry about their sustainability.
• And, I know that QBO integrates with SAGE Online, Commonsku, ESP+ and other industry systems.
I have converted 100+ distributors from industry products like OrderMaster, ProfitMaker, AIA, DemandBridge, others, and manual systems to QuickBooks.
Most likely, at some point in time, the decision to convert to QuickBooks will arrive. When it does, let’s talk and discuss its advantages and its costs.
Order Management Integration
SAGE Online, commonsku, ESP+ and others are proven order management systems, respected in our industry. They simplify and streamline sales and marketing.
AND, with a few adjustments, most can integrate with QBO, so to minimize duplication of entries, to accelerate and improve the accuracy of your bookkeeping and accounting.
Monthly Reconciliation
I offer this monthly service to make adjustments, clean up errors, and bring problems to your attention such as overdue invoices or bills and double payments, while reconciling your credit cards and bank statements to the penny.
I need no training. As a distributor for 23 years, I know that monthly reconciliations reduce your CPA’s time and billing, in addition to catching errors and fraud.
Migrating from QB Desktop to QBO
QuickBooks has an immense market share and once upon a time, all their customers were on a QB Desktop product.
Technology advanced, and it became very costly for Intuit to keep the desktop software products current. Thus, the QB Online product has become a necessity.
Eventually, I believe 95% of all QB customers will be QBO customers. This move of your QB Desktop company file to QBO is called … migration.
For QuickBooks, this transition to QBO is a monumental task and evidence to me that QuickBooks recognizes their obligation to the market share they have achieved and are making a real effort to commit to their customers for the long term.
The challenge, as you can imagine, is that each QB user has their own unique way of using QB, especially Desktop. Migrating or moving this data into a new system (QBO) is a monumental challenge, and QB is having to adjust their migration tools as issues with the migration arise and need to be resolved.
Migrations are largely successful, but each is a unique experience involving different issues and “workarounds” depending on the QB migration tools and how distributors have utilized QB Desktop over the years.
If you are thinking about migration, let’s talk and discuss your situation and what migration might entail.
Our Affiliates
Work With an Industry Professional
Harriet Gatter is a QuickBooks Certified ProAdvisor and the founder and owner of Accounting Support, LLC. For 23 years, she owned and operated Presidential Promotions, a Promotional Products Distributorship.
Her industry experience in accounting and QuickBooks makes her the ideal person to simplify and streamline your accounting and order management.
Learn More About Harriet
Read my article from PPB Magazine “All About the Numbers” –
What Questions a Promotional Products Distributor Should Ask When Hiring a Bookkeeper