QuickBooks Services

QuickBooks is a powerful and intuitive accounting tool that can be daunting for some users. The best way to prevent mistakes, waste time tracking down data or answer questions – like “how do I fix this?”- would have been an easy one-minute phone call.

Contact us with your QuickBooks questions. You will find comfort knowing that we will respond with a detailed solution to your problem or question, usually within 24 hours. You can also view our Tips for QuickBooks Users at the bottom of this page.

10 Reasons Why Your Business Needs QuickBooks

Are you finding it difficult to keep up with all your important business tasks? With a paperless accounting system, like QuickBooks, that data is right in front of us. Read on to learn why your business will benefit from QuickBooks.

1. You save time on bookkeeping and paperwork because many simple bookkeeping tasks are handled automatically, making it easier to run your business.
2. You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you’re making money and whether your business is healthy.
3. You save money because QuickBooks is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred bucks. Accounting software is truly one of the great bargains in business.
4. Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.
5. You can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for contractors, retailers, health care professionals, and non-profit organizations.
6. You can rest assured knowing that QuickBooks is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You can’t go wrong with a software program with such an extensive installed user base.
7. You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.
8. You will get paid faster with QuickBooks online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!
9. You can easily accept credit cards. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don’t have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.
10. You can pay your bills and handle your banking online. Setup your current bank account in QuickBooks, and you’re ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.

Get A Free Consultation*

QuickBooks Set-up Services in Fredericksburg, VA

Rest easy and run your business while we work on setting up QuickBooks. Our set-up services include:

• Studying and evaluating your software and accounting needs.
• Recommending software and hardware requirements.
• Installing software, designing and setting up a chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
• Determination of your QuickBooks starting date.
• Loading your chart of account and balances as of that starting date.
• Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.
• Entering your outstanding accounts receivable and accounts payable details as of your starting date.
• Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
• Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
• Entering your transactions since your starting date into QuickBooks
• Training client or client staff on use of the software to meet their accounting, management and tax needs.

QuickBooks Maintenance Services in Fredericksburg, VA

Whether you need to prepare for tax time, complete a financial review or just need to clean up some problem areas, our experts at Patriots Tax & Accounting Services in Fredericksburg, VA can help get you back on track.

In four hours, one of our QuickBooks Professional Advisors will help you clean up and organize your bookkeeping system which includes:

• Reviewing your transactions for the year
• Cleaning up stray entries
• Customizing reports
• Balancing general ledger to subsidiary records
• Additional personalized training

Call us today and schedule your QuickBooks Maintenance.

Tips for QuickBooks Users