QuickBooks Online Solutions

online
  • QBO – Analyzer
  • QuickBooks Online Training
  • Data transfer from QuickBooks Desktop to QuickBooks Online
  • Data transfer from QuickBooks Online to QuickBooks Desktop
  • Customized QuickBooks Online Setup as per your Business
  • Migrating 3rd party Data database in QuickBooks Online

QBO – Analyzer

This tool will analyze and study your Business for QuickBooks Online

Is QuickBooks Online for your Business?

Good question.

It’s important to get understanding whether QuickBooks Online is a solution that will fit your business. Not every business accounting might work for QuickBooks Online.

We can provide this answer for you.

  • Businesses have failed the switch to QuickBooks Online, due to improper planning and lack of understanding the process.
  • We understand it’s not easy to switch your business accounting from one system to another.
  • Rest assured we are with you to guide you and make your transfer smooth.
  • Our “QBO – Analyzer” package provides step-by-step instructions to make the move easier.
  • Every “QBO – Analyzer” is custom-built according to your specific business needs.

We will understand your Business and prepare a detailed report for your Business which will cover the below:

  • Your Business system and QuickBooks Online.
  • Pros and Cons of QuickBooks Online for your Business.
  • Benefits of QuickBooks Online for your Business.
  • Decision making reports for your Business
  • How and when to start QBO for your business.

Further, we will setup QuickBooks implementation plan for your Business.

  • Your Business system and QuickBooks Online.
  • Pros and Cons of QuickBooks Online for your Business.
  • Benefits of QuickBooks Online for your Business.
  • Decision making reports for your Business
  • How and when to start QBO for your business.

Further, we will setup QuickBooks implementation plan for your Business.

  • Your Business system and QuickBooks Online.
  • Pros and Cons of QuickBooks Online for your Business.
  • Benefits of QuickBooks Online for your Business.
  • Decision making reports for your Business
  • How and when to start QBO for your business.

Further, we will setup QuickBooks implementation plan for your Business.

  • Starting your Business accounting in QuickBooks Online
  • Integrating your business Banking / Credit Card and Cash transactions in QuickBooks Online
  • Setting your Sales and Receivables
  • Product Sales integration in Invoices
  • Customizing Invoice for your business
  • Bills and payment process in QuickBooks Online
  • Sales Tax preparation in QuickBooks Online
  • Integrating Payroll in QuickBooks Online (if required)

We will also provide an estimated time frame for switching your accounting to QuickBooks Online

Complete training can be provided to you and your staff on how to accomplish the above.

Migrating 3rd party Data database in QuickBooks Online

You have your existing database in a non-QuickBooks program and you need to switch to QuickBooks?

You are stuck how to get the existing database to QuickBooks Online. We can help.

We have the experience, tools and expertise of switching databases to QuickBooks Online.

  • Study of your existing database and transactions for your Business.
  • Provide a detailed report on process and exceptions of importing transactions.
  • Customize QuickBooks Online which can integrate your business data.
  • Start to end complete transfer of database.

Data transfer from QuickBooks Desktop to QuickBooks Online

You are using QuickBooks Desktop and plan to make a switch to QuickBooks Online, but you are worried about your data.

We are there to help you.

  • We can transfer your QuickBooks Desktop data to QuickBooks Online and get you seamlessly working.
  • All your transactions / chart of accounts can be transferred.
  • We will be with you in the process and set you up in QuickBooks Online.
  • We will also assist you in finding any discrepancies if at all in the transfer process.
  • Depending on your business we will help you to decide which QuickBooks Online subscription will be best fit for your business.
  • We will train you on how to use QuickBooks Online.

Data transfer from QuickBooks Online to QuickBooks Desktop

Your data is in QuickBooks Online and you want to transfer to QuickBooks Desktop.

There can be scenarios where in you may need to complete this task. i.e. your accountant is QuickBooks Desktop and they are not familiar with QuickBooks Online.

  • Rest assure whatever the case is we will help you get your data in QuickBooks Desktop.
  • If you only require only lists i.e. chart of accounts, inventory and create a new company in QuickBooks Desktop we can do it.
  • If you want to get lists as well as transactions we can accomplish the task for you.
  • All the setup and requirements to complete the process will be handled by our QuickBooks Experts.

Customized QuickBooks Online Setup as per your Business

QuickBooks Online Packages:

Starter Package: Designed for small businesses to get started with QuickBooks Online in a thorough and systematic way which includes

  • Company Setup
  • Chart of Accounts
  • Recording transactions
  • Customizing Invoicing
  • Linking Bank account and Credit card accounts,
  • Sales Tax,
  • Reports and much more.

Extended Package: Designed for small and medium businesses to get started with QuickBooks Online and cover advanced features.

  • Company Setup
  • Chart of Accounts
  • Inventory Management
  • Recording transactions
  • Customizing Invoicing
  • Mobile App usage
  • Linking Bank account and Credit card accounts
  • Sales Tax Filing
  • Payroll Management
  • Reports
  • Reporting Tools and much more.

Fast, Easy and Flexible Setup for QuickBooks Online

Did someone setup QuickBooks Online but you haven't been able to get going?

Let us handle your QuickBooks Online setup for your business. Accurate setup is what can generate reports, which can help steer your business through the ups and downs of the business cycle.

QuickBooks Online Training

QuickBooks Online program is for those who intend to learn and use the tool effectively for their day to day usage.

This program provides complete and clear understanding of how to use QuickBooks Online.

Recommended for:

  • Job Seekers in Advanced Accounting
  • Small Business Owners
  • Existing QuickBooks users who are looking to get more from QuickBooks.

Why get trained from us?

Training Course Highlights

  • Training provided by Experienced QuickBooks Industry Expert
  • Personalized and Convenient Training approach, rather than 10 people or more in a class
  • No Generalized training which charge around $ 500.
  • We can setup your own QuickBooks on your Laptop and be there with you.
  • We can come to you.
  • Unlimited phone support for one month, so that you never have to worry about getting stuck as we are always with you when required.

Course Duration

This is a 10 Hour course – Session Three

3, 3, and 4 Hours Each

Company Setup Chart of Accounts – Advanced

  • Creation of Expenses |Income| Assets |Liabilities accounts | Bank, Credit Card and Cash accounts.
  • Creation of Customers
  • Creation of Vendors
  • Categorization of transactions
  • Multi Location management

Recording Transactions

  • Purchase Bill, Pay Bills, Invoices, Receive Payments
  • Record Credit Card charges, Cheques
  • Record Daily Expenses, Journals, Transfer of funds

Linking Bank Account and Credit Card Accounts

  • Downloading transactions and how to transfer those to QuickBooks
  • Sales Tax

    • Tracking Sales Tax
    • Sales Tax Summary Reports
    • Inventory Management

    • Item list creation
    • Track Quantity in and out for each Item
    • Recording Items in Invoice and Bill
    • Reconciliation

    • Reconcile Bank accounts | credit card and other accounts
    • Verify QuickBooks accounts with Bank accounts
    • Reports

    • Balance Sheet
    • Profit and Loss
    • Accounts Receivables – Aging
    • Accounts Payables – Aging
    • Company Snapshot
    • Inventory Valuation Report - Detail | Summarized[FIFO]
    • Purchase of Product | Service Detail
    • Sales by Product | Service Detail
    • Reconciliation Reports
    • Transaction detail by Account
    • General Ledger
    • Reports on Locations and Classes
    • Using Reporting Tools

    • Customize Report
    • How to Create User Defined reports and Print
    • How to Export Reports to Excel
    • How to Email Reports
    • Manage Users

    • Create different level of users
    • Limit access to Customers or Suppliers
    • Limit view or add, delete & modify users
    • Mobile App Usage

    • App runs on iOS and Android devices.
    • Features supported on iOS and Android device.
    • How to prepare invoice and create accounts
  • Workshop Review

    pop up review1

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review2

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I enjoyed the hands on and the collaboration of the group. We each brought something different to the table that was helpful and made for a pleasant learning experience.

    pop up review3

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Hands on approach and discussion with other participants.

    pop up review4

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Our program director did a very good job keeping everyone engaged, ensured there was great interaction, sections of the material being covered did not continue until everyone was comfortable moving on.

    pop up review5

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I found Harsh to be very knowledgeable. His manner of teaching was very engaging. Although I have experience with QuickBooks I still was able to take away new skills and learn different features of the program that I was not using beforehand.

    pop up review6

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Harsh is an excellent Teacher. He made the workshop thoroughly enjoyable and very informative. I took away alot of information that will help me further my career. I recommend this workshop to anyone interested in Quickbooks.

    pop up review7

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Harsh effective way of teaching which keeps you attentive throughout 6 hours long session is incredible. He is very knowledgable person in Quickbooks.

    pop up review8

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I did the May 2018 Workshop. Harsh is a super teacher, the pace and material is just perfect. Absolutely spot on.

    pop up review9

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    The most useful things were the practice of entering information ourselves and also learning about the full capabilities of Quickbooks.

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?




    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


  • Workshop Review

    pop up review1

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review2

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I enjoyed the hands on and the collaboration of the group. We each brought something different to the table that was helpful and made for a pleasant learning experience.

    pop up review3

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Hands on approach and discussion with other participants.

    pop up review4

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Our program director did a very good job keeping everyone engaged, ensured there was great interaction, sections of the material being covered did not continue until everyone was comfortable moving on.

    pop up review5

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I found Harsh to be very knowledgeable. His manner of teaching was very engaging. Although I have experience with QuickBooks I still was able to take away new skills and learn different features of the program that I was not using beforehand.

    pop up review6

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Harsh is an excellent Teacher. He made the workshop thoroughly enjoyable and very informative. I took away alot of information that will help me further my career. I recommend this workshop to anyone interested in Quickbooks.

    pop up review7

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Harsh effective way of teaching which keeps you attentive throughout 6 hours long session is incredible. He is very knowledgable person in Quickbooks.

    pop up review8

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I did the May 2018 Workshop. Harsh is a super teacher, the pace and material is just perfect. Absolutely spot on.

    pop up review9

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    The most useful things were the practice of entering information ourselves and also learning about the full capabilities of Quickbooks.

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?




    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above