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QuickBooks Insights – Automation

QuickBooks Insights | Lying About Your File Size

We at Fourlane have learned a lot from our customers when it comes to the problems they run into with their QuickBooks files. With our services, we try to help the businesses we work with identify the true issues hiding beneath the surface, and walk away better off then when they came to us. That’s why with this QuickBooks Insight series, we hope you can identify with the experiences other customers have faced.

Today’s QuickBooks Insight Tip #2: Automation

If the data is in an electronic format somewhere, we should never have to key the data again ever.

Wasting Time and Money Happens Too Easily

There’s an ATM servicing company who placed, serviced, and managed ATM machines regionally. They had separate software that tracked the money going into the ATMs and then withdrawals throughout the day out of the ATMs. This company uses QuickBooks Enterprise to reconcile the cash in each ATM and the bank accounts on a daily basis. They had a staff of two people keying in the information from the separate software into QuickBooks.

As they were growing rapidly, they had a plan to staff two more people to do additional data entry. The separate software did not have an open API because of the nature of the industry, but it did have an export to excel.

Our Solution

Since the separate ATM tracking software did not have an open API, we could not do a custom integration. Instead, we set up a process for how to format the excel export we could receive, and using Transaction Pro Importer, how to import those transactions into QuickBooks.

Once the process was created, one of the data entry clerks got to manage this import daily and maintain records of the import. The other clerk could reconcile the ATM accounts daily to maintain a segregation of duties.

We’re Here For You

Whether you need help with QuickBooks, advice on which QuickBooks to buy, or are outgrowing QuickBooks, our team of certified experts can help. For easier QuickBooks imports, exports and more, visit Transaction Pro.

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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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