How we Help
We’ve worked with over 100,000 companies across several businesses and custom needs with their QuickBooks accounting software. Whether you’re new to QuickBooks and migrating over from a different software or upgrading your file, we can create an implementation plan.
- Software Selection
During the software selection phase, your certified QuickBooks consultant will go through a detailed checklist of your requirements and needs to determine which version of QuickBooks (Online edition, Pro, Premier, Enterprise Solutions, etc.) you need. Throughout this consultation, the number of licenses required to support your staff needs, any 3rd party applications needed, and if any custom programming or integration is needed.
- 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 to your specific industry. A non-profit will always have different needs than a Wholesaler. By conducting an analysis, we can generate a detailed system design that meets both your immediate and long-term goals.
- File Setup and Internal Controls
During the file setup stage, our engineers and programmers will work hand-in-hand to set up your QuickBooks either on your local network or in a secure, cloud-hosted environment and set up user access permissions. 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.
- Third Party and Custom Applications
During the consultation stage, we will determine if you will need a 3rd party app and / or custom programming. This is the time we will start to implement those once we get your base QuickBooks file setup. If you’re using QuickBooks Enterprise Platinum, this is the time we would turn 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 for custom created needs.
- 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.
- Training and Knowledge Transfer
For a more convenient and cost-effective process, all training can be done remotely via secure web-based meeting, which makes scheduling simple for eaxch business. 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.
Transfer your company’s current company data into QuickBooks.
We want to make the implementation easier by transferring all your valuable company history into your new QuickBooks software and organizing it the way it needs to.
Train you and your employees on how to use QuickBooks.
Learn how to use QuickBooks from the experts so you know how to utilize the potential of the system. We want you to be ready for the day you are completely transferred over.
Provide technical support as you continue to use QuickBooks.
We know questions will come up and issues will happen. DLA has the tech support to solve any problem that comes up and makes sure you understand QuickBooks better.
DL & Associates’ consultants have worked with QuickBooks for every industry and have the experience to make it work for most businesses, including:
- Financial Services
- Healthcare / Medical
- Professional Services
- Real Estate