Quick Books Support Services

We help you choose the best accounting software for any industry as we possess in-depth accounting knowledge.

Quick Books provides a range of products both in desktop computing and cloud computing; the organisation can select its compatibility.

QuickBooks is a full-featured electronic accounting package systematically produced by Intuit to assist the small and soon-to-be large business in their financial management.

Following are the major features provided by QuickBooks:

Financial Management

Invoicing and Payments

QuickBooks allows you to design and deliver professional custom invoices, schedule automatic reminders, and attach payments on the invoices.

Bills and payments can also be scheduled in future making transactions timely.

Expense Tracking

The software will assist you to arrange all your expense in one place, and thus, it will be easy to prepare during the tax time.

In fact, you can save and capture receipts with QuickBooks Online mobile app alike.

Bank Connectivity
With QuickBooks, you can access your bank accounts directly and avoid spending time on money management tasks and minimizing mistakes by having a full overview of your finances.

Accounting and Reporting

1

Zoho Books

2

Quick Books

3

Xero Accounting

4

Tally ERP

is a leader in small business accounting software.

Financial Statements
QuickBooks produces a number of financial reports such as profit and loss accounts, balance sheets, cash flow reports.

These reports give you insights into your business performance and financial health. VAT Management
The software helps you organise expenses into tax categories and track VAT on income and costs, simplifying your tax preparation process.

Multi-Currency Support
QuickBooks enables you to send invoices, make transactions and adjust the reports on various currencies by assigning particular customers to particular currencies.

Quick Books Support Services

Business Management

Inventory Tracking
Stay on top of your orders and quantities with real-time inventory management.

Payroll Services
QuickBooks offers payroll features, including employee payments, automatic tax calculations, and direct deposit options.

Time Tracking
The software allows you to track billable hours by customer, helping you manage your time and resources effectively

Cloud-Based Solution

QuickBooks Online offers cloud-based accounting, allowing you to:

  • Access your data from anywhere, on any device (PC, Mac, tablet, or smartphone)
  • Collaborate with team members and accountants by providing controlled access
  • Benefit from automatic data backups and top-level encryption for security
Quick Books Support Services

Mobile Functionality

The QuickBooks mobile app will help you manage your business wherever you are, including functions of expense management, creating invoices, and capturing receipts using your mobile phone camera.

These current packages of services are designed to support small and rising businesses with QuickBooks to simplify accounting procedures, save time and gain useful feedback.

Now the process of Implementation of QuickBooks takes place in a number of stages that must be taken into account to provide the implementation and use of the software successfully in your business. This is a complete handbook to adopting QuickBooks:

Preparation

Before diving into the software, it’s crucial to:

  1. Learn your financial procedures and needs
  2. Choose a version of QuickBooks that is more convenient to you (Online, Desktop, etc.).
  3. Obtain company information required such as tax ID numbers and reporting forms

Installation and Setup

For QuickBooks Desktop:

  1. The Customer Account Management Portal (CAMP), or the download site can be used to download QuickBooks Desktop
  2. Make sure that your computer satisfies system requirements
  3. Install the installation file and perform the steps on the screen
  4. Installation, activation and update of QuickBooks
Quick Books Support Services
Quick Books Support Services

For QuickBooks Online:

  1. Sign up for a QuickBooks Online account
  2. Access the software through a web browser – no installation required

Initial Configuration

  1. Set up your company profile:
    • Enter your company name, address, and contact information
    • Upload your company logo
    • Set your fiscal year-end date
    •  
  2. Configure sales settings:
    • Customize invoice templates
    • Set up invoice automation
    • Enter VAT details if applicable
  3. Set up expense tracking:
    • Enable relevant expense categories
    • Configure purchase orders if needed
  4. Import existing data:
    • Use the “Import Data” feature to upload customer lists, vendor information, and product/service details
  5. Connect bank accounts and credit cards:
    • Link your financial accounts for automatic transaction syncing

Customisation and Advanced Setup

  1. Design the chart of accounts which will be a layout of your business
  2. Make your own reports the way they are required in your business
  3. Create the passwords of the user to enable staffs to use the software
  4. Connect your QuickBooks to other apps used in the business (e.g. payroll, e-commerce sites).

Best Practices for Ongoing Use

  1. Make reconciliation to have proper accounts regularly
  2. Make sure that lists are regular by marking unused items inactive
  3. Make use of classifications (classes, categories, tags) to report in details

Implement security measures:

  • Use strong, unique passwords
  • Enable two-factor authentication
  • Regularly update the software
  1. Perform routine data cleanup to remove outdated information
  2. Back up your QuickBooks data regularly

These are the most effective steps and best practices to use QuickBooks and to exploit its capabilities to achieve better accounting procedures and obtain useful knowledge regarding the financial issues of your company.

Alpha Equity MC expert Quick Books Pro Advisors and consultants will assist in getting implemented the appropriate solutions after analyzing the specific needs of the company, its accounts receivable, accounts payable, inventory management in multiple location, multi currency transactions, VAT compliance and treatments, employees expenses management, product reports on profitability, product projects on profitability, budgeting, forecasts and MIS report requirements etc.

For assessment, support, implementation, inquiries, and business solutions, please e-mail us at info@alphaequitymc.com

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