QuickBooks bookkeeper can be seen as an essential requirement for every professional in the accounting industry. This program is ideal for those professionals who serve numerous clients due to its unique time saving tools that make work easier and faster. Many professionals who have switched over to this particular version vow to never change to any other version again.
Six new unique features incorporated into the package saves professional accountants time by offering advancements for this industry. Another particularly innovative feature offered is to have the benefit of entering several transactions as single batches. One now is able to enter bank and credit card transactions by pasting them in large batches in excess of a thousand transactions from Excel directly onto one powerful data entry screen.
Columns can be added and deleted to show only required fields, which saves several tabs as well as keystrokes. Another unique feature is “Multi-Instance” entry, which means that a person can operate two accounts form different companies at once. This basically improves work flow and reduces the overall amount of time wastage switching between various files especially when capturing data; or troubleshooting to answer any client queries.
Work flow is further simplified through the integrated file management systems. What this does is ensure that the correct QuickBook version is launched from the company’s file; client passwords and usernames are also safely stored. Upgrading files can be done as an automated batch; summary company info is included for each individual client.
The file manager system will also allow one to view all the different years work for each company in one window. This fact alone is perfect for assisting clients when seeking performance management figures. One will also be able to use existing files as templates to use for new clients, so setting up an account will be relatively easy.
This feature will allow the automatic import of non-sensitive information like chart of accounts; preferences and tax form creations. Bookkeeper Center is incorporated and set up to streamline and customize the way in which one accesses accounts. Once-click access can be set up, plus account balances as well as reconciled balances and dates are all available in one convenient place thanks to the new “Reconcile Widget” option.
Being capable of accessing client files simultaneously reduces lengthy periods of downtime and increases general efficiency. While the clients are busy working in current periods accountants will be capable of accessing information and then working on the past periods; thus important data is not at risk of being overlooked. Additional vendor and customer copies can automatically be sent out to the specific company.
Previous QuickBooks bookkeeper software did not offer all of these different features including the easy Accountant Copy; which reduce the amount of overtime spent on accounts. Clients set a date whereby the file will be divided and then automatically be sent off to the accountants to use. Any changes that may need to be made will be able to be corrected immediately eliminating any common errors that could cause unnecessary stress or expenses for you and your entire company alike.
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