Quickbooks Online (QBO) offers business owners an efficient way to manage cash flow, make and accept payments, and save time and energy that can be put toward running your business. QBO is a huge asset to many business owners, but it needs to be implemented effectively to realize its benefits – that’s where a Quickbooks ProAdvisor like KWB comes in!
When you first register for a QBO account, the account settings are not yet customized for the needs of your business. Setting it up to suit your needs is an incredibly important step, and you can do a lot more than just integrating it with your bank account. Customizing your setup will create efficiencies, optimize your time savings, and improve your bottom line.
You will benefit from the training, support, and guidance we provide to customize your QBO setup. We offer that support to ensure that you find success with the software and truly experience the benefits that QBO provides.
When you register for Quickbooks Online, we fully customize and build it for your industry and your unique needs, giving you a solid starting point to work from. This includes implementing a customized account structure, setting up an invoice template, ensuring the appropriate GST calculations are in place, and removing items that you don’t need. Your QBO account will also be setup to work optimally with any other apps you use, like Dext or Jobber.
Throughout the first three months, you’ll receive QBO customization, training, and monthly check-ins so you have the support you need. You will also receive instruction in best practices based on our years of experience. Your data management will be made as efficient as possible, and we will help you understand the information QBO receives and provides.
With a properly customized setup in place, the right data and information will flow in and you will be able to generate meaningful reports helping you to make informed decisions and plan for a bright future.
Learn more about ONSight Advisory’s Cloud Migration services here.