Accounting System Design, Set-up, and Training
Which QuickBooks version might be best for you? 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 or commonsku.
QuickBooks Online (QBO) or Enterprise Set-Up & Training
We set up QuickBooks Online (QBO) and QuickBooks Desktop Enterprise software specifically and only for Promotional Products Distributors. This includes sales tax settings, customized templates, a chart of accounts, and all other settings to fit your company.
Converting to QuickBooks from Other Industry Systems
QuickBooks Online (QBO) and QuickBooks Enterprise are almost perfect accounting solutions for Promotional Products Distributors, and they can be even more valuable and useful when integrated with an order management system like SAGE Online or commonsku.
If you are using OrderMaster, ProfitMaker, AIA, DemandBridge, or another industry software, including your own manual system, let’s discuss QuickBooks. Might it save you some time and or money?
Order Management Systems Integrating with QuickBooks
SAGE Online and commonsku are two comprehensive order management systems that are proven and respected in our industry. They provide many features that simplify and streamline sales and marketing, including integration with both QuickBooks Online and Desktop.
With a few set-up adjustments and some data input details, they can also simplify and streamline accounting and eliminate, almost completely, the duplication of entries!
Monthly Reconciliations
Reconciliations may not be the best use of a distributors time, and they should be done by someone other than the person who is recording the transactions.
We offer a monthly service to check your numbers, clean up errors, and bring lost money to your attention such as overdue invoices or bills, or double payment of bills, and balance your accounts, to the penny. No training needed – as a distributor for 23 years, I know our business. Monthly Reconciliations catch errors, find money, and reduce your CPA’s time and billing.