QuickBooks Data Conversion Phase Three

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Training and Going Live

Phase three of the QuickBooks data conversion process is training and going live. As to not overwhelm our customers, we train them before sending them off with their newly set-up QuickBooks software. We schedule training on an as needed basis.

lot of times during the template set up in phase two of the conversion, the customer is provided with sufficient training to roll out the new software to the team.

We break our training into four areas that all require about one to two hours of training:

  • Accounts Receivable – Estimates, Sales Orders, Invoices, Receive Payments, Sales Receipts, Deposits, Credit Memos, Sales & Receivables reporting, Job reporting
  • Accounts Payable – Purchase order, Auto Purchase Order, Bills, Vendor Credits, Bill Payments, Checks, Purchasing & Payables Reports
  • Inventory – Item Set up, Bill of Materials, Inventory Counts, Advanced Inventory, Inventory Reports
  • Management/Accountant – User set up with permissions, Audit Trail, Review, Reconciliation, Financial Reporting

After our customers are all set up and feel comfortable with QuickBooks, we send them off to work on their own for the rest of the month until we come up to Phase 4: first monthly close.


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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