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QuickBooks Implementation

From system design, connecting modules, and designing workflows, we are an implementation partner you can count on.

How DFS Can Help With Your QuickBooks Implementation

QuickBooks is enterprise-level software that can support multi-national corporations. It is easy to use, but it is not DIY. You will need help with an experienced implementation team to help tailor the product to your unique business needs. From database structure, connecting modules, and designing workflows, and providing training, we are a partner you can count on.

Software Selection

During the software selection phase, your QuickBooks consultant will go through a detailed checklist to determine which core features and/or edition(s) of QuickBooks is needed, the type of license that best suits your needs, your projected consumption of computing power, any integrated modules needed, and if any custom programming or integration is needed. We will then provide several pricing options based around user count, consumption, or long term contracting, Our goal to give you the lowest cost system at a flexible price.

System Design

In order to get the most out of your QuickBooks system, it is important that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.

Software Setup and Internal Controls

During the initial setup stage, we’ll configure QuickBooks either on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your QuickBooks system based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more.

Applications & Add-Ons

If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those once we get your base QuickBooks system setup. This could be as straightforward as installing QuickBooks’s Construction edition. We can also handle more complex situations that require a custom developed application or integration with external systems.

Reporting and Automation

Once we have got your QuickBooks system and any supporting apps & integrations set-up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set-up automation, and /or build any custom report your need so that you get the most out of your QuickBooks system.

Training and Knowledge Transfer

Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals as well as your specific system environment. All training can be done remotely via secure web-based meeting, which makes scheduling more convenient and cost-effective. If you prefer on-site training, we do offer that option as well.

Powerful Accounting Software

Accounts Payable, Accounts Receivable, General Ledger, Sales Orders, Purchase Orders, Inventory Management, Time and Expense Recording and Reporting.

Real-Time Financial Management

Robust accounting functionality to track daily financial operations and generate quarterly and annual financial statements.

Built-in CRM

Integrated contact management for marketing, quote delivery, and sales, as well as post-sales customer support.

Built-in Customer Portal

See what your customers are doing in real-time across your entire operation.

Interactive Dashboards

Customized dashboard of graphs, charts, and tables that provide instant insights into the health of your business.

Document Management

Leverage Quickbooks for document storage. Access estimates, quotes, engagement letters and other PDFs and DOCs from within your accounting system.

Connect the Field With Your Back Office

Maintain real-time insights to the activities of your field service operatives. And provide your in-field team with access to orders, warrantees, and other data making them more effective and efficient.

Make Distribution a Breeze

Automate your distribution by reducing errors and oversights in order fulfillment, inventory tracking, purchasing and customer support.

Track Project Donation and Expenditure

See every cost related to your projects including donation and expenditure. Generate daily, weekely, monthly, quarterly and yearly reports at a fingertip individual projects. QuickBooks is easy to learn and use. It simplifies the usually complicated accounting tasks that come with running a nonprofit organization. Easily categorize and report on revenue expenditures by fund or program, and create custom reports for each fund or program.

Fully Integrated eCommerce

Management of eCommerce orders and inventory, packing slip creation, customer support and returns, as well as associated accounting.

Manage Multiple Businesses

View multiple businesses in one convenient dashboard. Reporting, consolidation, payments, and cash management are fully integrated in QuickBooks.

Take Your Business Mobile

Quickbooks offers native mobile apps for iOS and Android, allowing you and your team on-the-go access to you most important data.

Manage Inventory With Ease

View available inventory, including inventory status, inventory in transit, and reorder needs. Quickbooks allows for management of multiple warehouses, including lots, sub-items, expiration dates, and bin locations.

Streamline Manufacturing Processes

A complete cloud will take your manufacturing process from raw materials to finished shipment. Quickbooks has systems for make-to-stock, make-to-order, and engineer-to-order.

Construction Accounting Nailed

Residential, multi-family, commercial, and government construction projects will find specific tools within QuickBooks to help streamline their project management and costing.