Clean Up Before You Upgrade to QuickBooks Desktop 2017


QuickBooks Desktop 2017 just launched in September. Due to improved reporting and collaboration functions, you’ll very likely want to upgrade, but before you do that, we recommend a 27-point file review to ensure there is no data corruption, or other problems, slowing you down.

Through the review, we’ll take a look at the following:

  • Database Review. We review your database for file size, list usage, transaction types and reporting features. We’ll perform general database performance checks to uncover any potential issues and confirm your reporting bases are being used correctly.
  • Balance Sheet Review. Once the database is checked out, we’ll perform a month-over-month comparison to determine material variances that could indicate an issue and check that accounts are being reconciled properly and confirm balances are current. We’ll review the overall structure of the balance sheet for improvements that could impact visibility and reporting.
  • Profit and Loss Review. We’ll do a month-over-month comparison to determine material variances that could indicate any issues. We’ll also look at how items are being used that may be leading to inconsistent gross profit margins, as well as review the overall structure of the income and expense accounts, so that we can make recommendations on how to improve.
  • Workflow Review. We will look at the transactions and lists you are using in QB and suggest ways we can possibly be using it more effectively.

Once complete, we will schedule a one-hour call to go over the results of the review, sharing detailed recommendations so that you can determine the next steps.

Consider scheduling the detailed 27-point QuickBooks file review service before upgrading your QuickBooks Desktop software. An improved system will benefit from improved data. Contact us today at 1-800-931-2120 to get started.


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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