How We Help With QuickBooks Setup
Our team has several years of real world experience implementing and using QuickBooks within many types of business scenarios, industries, and end user roles from bookkeeper to CFO.Schedule a Consultation
Certified experts help you maintain your books
Real humans. Perfect books. Your team of small business experts imports bank statements and prepares financial statements every month.Toll Free:- +1-860-325-4920
Dedicated financial experts, just for you
We assign you a dedicated bookkeeper supported by a team of knowledgeable small business experts. Get a direct line to your team on desktop or mobile—professional support is just a few swipes, taps, or clicks away.Chat Now
First, your dedicated QuickBooks consultant will go through a detailed checklist to determine which version of QuickBooks will best suit the needs of your business, the number of licenses required to support your staff needs, any 3rd party applications needed, and if any custom programming or integration is needed. If you buy QuickBooks from 800books, we offer preferred pricing on select QuickBooks products which in many cases will give you a perpetual discount on all of your licenses.Talk To An Expert
System Design In order to get the most out of QuickBooks, it is crucial 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.Talk To An Expert
File Setup and Internal Controls
During the file 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 file based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Forms, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more. If we’re importing data from your previous accounting software we’ll clean the data and ensure it came over cleanly.Talk To An Expert
Third Party and Custom Applications
Third Party and Custom Applications If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those after we get your base QuickBooks file setup. If you’re using QuickBooks Enterprise, this could be as straightforward as turning on and setting up Intuit’s Advanced Inventory or Reporting Add-On. We can also handle more complex situations that require a custom developed application or integration with external systems. These custom applications are owned by you and build off of Intuit’s API.Talk To An Expert
Reporting and Automation
Once we’ve got your QuickBooks file 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 data.Talk To An Expert
Training and Knowledge Transfer
Lastly, we’ll make sure your team feels confident using your new system. Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals as well as your specific QuickBooks 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 offer that option as well.Talk To An Expert
800books’s File Review process uncovers hidden problems and provides solutions to QuickBooks issues
Contemporary Research’s financials were not accurate and their QuickBooks file was 20 years old and crashed daily and inventory numbers were off. In addition, they did not have an accurate picture of its product costs because the bill of materials for assembly items wasn’t set up properly.
Certified QuickBooks Experts
Having performed thousands of QuickBooks implementations and engagements in all fifty states, our team of certified QuickBooks ProAdvisors has knowledge and experience you can rely on in a business partner. Get help with implementing and optimizing the right QuickBooks solution for your business.Talk To An Expert
At 800books, we have a proven client engagement process that helps ‘drive’ long-term success.
We begin by understanding your systems and current processes to discover root issue and potential challenges.
2. Right Fit
Receive open and authentic communication from our team on which products are right for you.
Our comprehensive and informative project scoping process is designed to eliminate any potential road blocks.
4. Vision Implementation
Your project commences with the end goal of getting the right data to make informed business decisions.
5. Endless Execution
Our ongoing review of systems & output to ensure processes are being followed and your investment is being executed.
A Partner That Understands Your Business & Industry
800books’s consultants have worked with thousands of businesses within virtually every industry to help tailor QuickBooks and their ERP systems to fit the unique needs their industry requires. Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help.
- Advertising & Marketing
- Biotech & Pharmaceuticals
- Computer / IT Services
- Computer Software
- Construction & Contracting
- Distribution & Wholesale
- Energy / Utilities
- General Business
- Healthcare / Medical
- Health & Beauty
- Logistics / Transportation
- Professional Services
- Real Estate
- Restaurant / Hospitality
What Our Clients Are Saying
Alisha Raesz of 800books has been a tremendous asset to our company. She has completely overhauled our accounting system and guided us to increased profits by setting up new cost coding and job tracking reports. Her knowledge of QuickBooks and professionalism have helped us rise to the next level. I just can’t say enough about Alisha and 800books. Thanks!!!
I've been through a few different software conversions. Each of them was stressful and difficult. 800books made our conversion from Microsoft Dynamics Great Plains to Quickbooks Online as simple and painless as I've experienced. Every aspect was top notch. Kaylin Leland was awesome and very patient with us as our staff had varying levels or prior experience with QB. Trisha Thomas managed the project exceptionally well and was checking in frequently to make sure we were happy with every aspect. I would HIGHLY recommend 800books for anyone looking to transition to Quickbooks.
800books has been instrumental in helping us streamline our accounting process. We upgraded to Quickbooks Desktop Manufacturing and Wholesale and Kaylin Leland has done a phenomenal job guiding us through the upgrade, addressing all of our issues with practical solutions and getting us to speed. She’s also been very patient with our team as we all have varying levels of experience within Quickbooks. It is always a pleasure to work with Kaylin and we are truly grateful for all of her support. Thank you!
Progressive Nursing Staffers
Progressive Nursing Staffers was privileged to have Laura Walsh who made our transition from Great Plains very smooth with no glitches. Thank you Laura for your expert help in bringing us up very quickly. Laura was especially knowledgeable and had great patience.
Next Stage Design
Our company has worked several times with 800books, and we could not be happier! They are both responsive and professional, and 800books constantly impresses with both the quality of the reports they produces for us, as well as the quick timelines he's able to adhere to (and beat at times!) If it was possible to give more than 5 stars I would, because that's just how satisfied we have been working with 800books.