A Few Case Histories of Clients We've Worked With—
Their Problems, Our Solutions, and the Results

Company #1 Profile: A consulting firm with 5 employees.

Their Problem: This client company had been using QuickBooks for several years for their bookkeeping. However, they used a separate system to track employee hours to generate client invoices. They liked the format and the detailed information that was available to the client with this billing system. But because it was separate from QuickBooks, it necessitated entering the data again to generate invoices in QuickBooks. Also, only the Administrative Assistant had access to the billing system, which was limiting from a management standpoint.

Our Solution: We installed QuickBooks Timer, which enables employees to enter their hours on their own computers without accessing the QuickBooks file. The Timer interfaces with the company QuickBooks file to bring the payroll information into QuickBooks. We customized the invoice and created reports for billing clients that replicated the appearance of the old billing system.

The Results: As a result, all bookkeeping and payroll data are available in one system. Each employee enters his or her own hours and there is no need for duplicate data entry. This saves time and money, and keeps all information updated in real time.

Company #2 Profile: A non-profit agency that receives money each month to spend on behalf of its clients.

Their Problem: The agency was trying to track their client spending on paper. They struggled with how to report the monthly totals spent for each client, to whom the money was paid, the type of expense, and how much of that client’s money was still on hand.

Our Solution: We showed them how to enter all transactions into QuickBooks. We then created the report templates that show the desired information about each client, and saved them so they could be quickly accessed.

The Result: The computerized program increased efficiency and saved staff time. The reports they generated were very accurate and up-to-date, and raised their credibility with their funding sources.

Company #3 Profile: A specialty retail company.

Their Problem: This client company used industry-specific software to track their inventory and sales. The software had been programmed to interface with QuickBooks; however, no one knew how to use the interface. Therefore, all other bookkeeping was done in QuickBooks, with the bookkeeper entering the daily sales summaries into QuickBooks twice a week. This process necessitated extra time to do the duplicate entry and resulted in a lack of up-to-date information about how much money was owed, how much had been received, and how much money was in the bank.

Our Solution: We customized the company file in both programs to create the interface. Then, the appropriate employees were taught how to import the information from the industry-specific software into QuickBooks on a daily basis.

The Result: Bookkeeping time was reduced, a more efficient, integrated system was created, and the owner had accurate information about sales, receivables, and bank balances.

Put these special consulting, problem-solving and training skills to use for your company. Contact Accounting Software Services today.