7 Questions to Evaluate Your Accounting Software


Your accounting software must provide an accurate picture of your business, day-to-day and in real time.

This blog series focuses on finding the right kind of software to fit your needs, but how do you know when it’s time to upgrade? Here are 7 questions you’ll want to ask:

  1. Can you access the data you need easily? Is it all in one place, or scattered in different systems or files?
  2. Are reports easy to generate? Are there pre-installed report templates you can use?
  3. Is it accessible by the users who need it? Do all employees who need access to the system have it?
  4. Is it flexible? Does your current system have the flexibility and scalability to meet your growing needs? Are you nearing capacity?
  5. Is it reliable? Is your system frequently down?
  6. Is it affordable? Maintenance costs are constantly increasing; is your current system unsupported, on discontinued equipment or do you need to upgrade your server?
  7. Does it complete all necessary tasks? If your solution isn’t keeping abreast of current industry trends and technological advances, you’re missing out on important functionality that could help you grow your business.

Figuring out your needs takes time; you won’t discover what you need overnight, but if you do your homework, you’ll be much better off for the long-term health of your business.

Fourlane specializes in QuickBooks accounting software consulting and implementation. If you need help deciding which accounting software is best for your business, please contact us today for a consultation.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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