Sunday, August 4, 2013

Making Use Of The Quickbooks Bookkeeper Is Smart

By Cathy Mercer


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.

There are 6 specific features designed to save time that are incorporated into this package, making it an advanced program and offers new advancements for accountants. One particularly new feature is that one can enter numerous transactions in a single batch. One may now enter both credit card as well as bank card transactions onto power data screens or can simply paste then save over 1,000 transactions directly from their Excel in a single smooth operation.

Deletion and addition of columns so as to only view the necessary fields without additional keystrokes is another way in which operations become much smoother. "Multi-Instance" entries pertain to the added ability of being able to operate 2 separate accounts simultaneously. This improves basic work flow while reducing time wastage due to switching between files, particularly when needing to capture and troubleshoot data for separate clients.

Work flow is once more simplified through the superior incorporated management systems. These management systems also ensure that when launching the program the correct version is opened; and safely stores each client's password together with their user name. Upgrading files can also get set to update through the automatic feature as a huge batch; these can also include summary reports for each client as well.

The file management system allows accountants to view different work done over the years for individual companies inside one window. This is perfect when clients need statistical management figures. One can also use existing client files to create templates for any new clients, thus creating any new account is 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.

In previous QuickBooks bookkeeper versions these Accountant Copy feature was simply not easily available and many found that they ended up working after hours so as to get client's accounts completed. Clients are able to furthermore set dividing dates whereby they can send through copies of their files for the accountants to begin working on. Any additional changes can also be done immediately and sent through which helps to eliminate costly errors which are often times a huge dilemma.




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