QuickBooks® is an incredibly powerful software package with features that automate most of your daily bookkeeping and prepare detailed accounting reports at the push of a button. However, like any complex software, QuickBooks has a steep learning curve which many business owners find overwhelming. The tips below will help you get the QuickBooks help you need and make your record keeping as easy as possible.

The Top QuickBooks Tips

1. Get Professional QuickBooks Help

QuickBooks understands that a software package is no replacement for a skilled accountant, which is why they created the ProAdvisor program. This program connects you with a skilled professional in your area who will provide the QuickBooks help you need, start your tax planning strategy, and will even help get your business started on the right foot. Make sure to ask if your QuickBooks ProAdvisor is certified.

2. Use the Tutorials

Many tech-savvy users are accustomed to jumping into new software and figuring it out as they go. However, QuickBooks offers built-in tutorials that teach you how to harness its power to improve your business. Using these lessons as your starting point will help prevent a great deal of frustration later on.

3. Choose a Secure Password

Your QuickBooks account includes detailed information about your company’s finances, so choose the most secure password possible. Avoid using your name, children’s birthdays, or the word “password”. Instead opt for whole phrases or alphanumeric combinations that include punctuation marks and other special characters.

4. Complete the “Company” Tab

The “company” tab may not seem that critical but the information entered here can have a dramatic impact on how QuickBooks calculates your taxes and organizes your finances. Take the time to enter as much information as possible, including your corporate structure and TIN, and double-check each entry for accuracy.

Whether you’re starting a new business or upgrading your accounting system, Grayson Accounting, LLC offers detailed insight and the QuickBooks help you need from a Certified QuickBooks ProAdvisor. They’ve been proudly serving business owners throughout the St. Charles, MO area for over 25 years, providing everything from software setup to training, all at some of the most competitive rates available. Visit their website for more on their QuickBooks consulting services. Follow their Facebook page for news and updates or call (636) 233-7875 to discuss your accounting needs and schedule your free consultation.