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QuickBooks Insights – Get Rid of the Junk

Fourlane QuickBooks Insights

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 #3: Get Rid of the Junk

Most software has a way to condense your historical data, i.e., Outlook archives the PST file. You should always have a plan for archiving unneeded data to improve performance and speed in desktop-based software.

Not Ready To Move On

There was an online retail customer who sold children’s games and was using Magento and QuickBooks Premier; they came to us because they didn’t want to have to upgrade to QuickBooks Enterprise since they were hitting their 13,000 customer limitation.

This retailer uses Webgility to connect from their Magento store to QuickBooks. They had every order syncing in and every customer being added. Their customers would come back, but mostly their drive was to get the customer to order a large number of products within the first order, since repeat orders were more difficult.

So really they did not care to track each customer in their accounting file, they cared more to track average ticket size and were focused on seeing that grow.

Our Solution

First, we did a condense on their file and removed all detailed transactions prior to the current year. We also then removed all customers that did not have a transaction tied to them, so they could be deleted.

For prior years we imported all sales transactions as sales receipts without a customer name tied to it, or with a generic customer name like Magento Webstore. We made journal entries to “true up” or balance to the trial balance for historical periods. This got the details the customers needed into their file without the extra customers that were unneeded.

Now let’s be real, they were a large enough company that we still moved them to QuickBooks Enterprise for better stability, but with the less amount of data that was junk or unneeded, they were better able to focus their attention on growing overall price per order.

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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