Clean Up Before You Upgrade to QuickBooks Desktop 2017

The latest version QuickBooks Desktop 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 65-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 65-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.

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