QuickBooks File Review

From database stability to ledger tie-outs to file corruption issues, our extensive 65-point QuickBooks file review process will give you an in-depth look into the health and optimization of your important QuickBooks data.

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How It Works

Whether you are currently using QuickBooks Pro, Premier, Enterprise, or QuickBooks Online, our detailed 65-Point QuickBooks file review service provides you with a comprehensive report on the state of your QuickBooks file.

We review the data file, balance sheet, income statements and look for best workflows and feature usage. We focus on the different list items you use, how you use them; the different transaction types and how you use them. Our goal is to provide input for industry and accounting standards so you can gain insights to better ways to run your QuickBooks file.

Upon completion, we will schedule a one hour call with you to go over the results and put together a project plan that will take you from where you are now to where you should be.

  • Software Usage Review

    • Check your file size, list usage, and whether you are in the right version of QuickBooks.  We may also have recommendations for moving to a different version of QuickBooks or additional add-ons for QuickBooks based on your business or industry needs to enhance your user experience.
    • Confirm that transaction types and reporting basis are being used correctly.
    • Review your feature usage in QuickBooks and determine if turning on features or changing preferences will lead to better usage and reporting inside of QuickBooks.
    • Perform other general database performance checks and note any potential issues.
  • Balance Sheet Review

    • Month over month comparison to determine material variances that could indicate an issue.
    • Check that accounts are being reconciled and used properly.
    • Confirm balances shown on the balance sheet are current and tie-out to different sub-schedules.
    • Review the overall structure of the balance sheet for improvements that could be made to formatting leading to better visibility with reporting.
  • Profit and Loss Review

    • Month over month comparison to determine material variances that could indicate an issue.
    • Look at how items are being used and possibly leading to inconsistent gross profit margins.
    • Review the overall structure of the income and expense accounts for improvements that could be made to formatting leading to better visibility with reporting.

Common Reasons For a QuickBooks File Review

QuickBooks Running Slowly

Is your QuickBooks file slow to open or run? Some common reasons for a slow or clunky QuickBooks experience are:

  • Using incorrect version of QuickBooks for your business needs.
  • Using old, unsupported version of QuickBooks
  • File size too large.
  • External or custom plugins have not been updated in a timely manner
  • File corruption
  • Too much legacy data

QuickBooks File Corruption

If you’re having trouble even opening your QuickBooks file, you likely are experiencing file corruption. This sometimes results from an incorrect initial build, but can also happen when you update without checking the file, or when you add plugins and custom programming.

The Intuit “Rebuild File” tool can only handle a small fraction of the types of file corruption that happen in QuickBooks.

Our team can easily diagnose the problems in your file, open even a badly damaged file, repair the problem, and deliver a clean file back to you.

Numbers Not Adding Up

QuickBooks is meant to make running your business easier. But if the file isn’t working properly you might experience:

  • Out of balance
  • Negative inventory
  • Balance sheet not working
  • Can’t run profit & loss

These problems can cause irreparable damage to your company file and result in incorrectly reported earnings.

Award-Winning QuickBooks ProAdvisors

Fourlane’s CEO & Founder, Marjorie Adams, is one of the leading Advanced QuickBooks ProAdvisors in the country. She has won Insightful Accountant’s QuickBooks ProAdvisor of the Year award, is the developer of Intuit’s QuickBooks Enterprise certification & training, and provides the core training for our own consultants. Having performed thousands of QuickBooks implementations and engagements in all fifty states, our team of certified QuickBooks ProAdvisors has knowledge and experience you can rely on in a business partner. Get help with implementing and optimizing the right QuickBooks solution for your business.

Industry Experts

Even though QuickBooks is designed to be a general business product, over one million businesses across all kinds of industries in the U.S. still rely on QuickBooks for their accounting functions. Fourlane’s consultants have worked with thousands of businesses within virtually every industry to help tailor QuickBooks to fit the unique needs their industry requires. Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help.

  • Accounting & Finance
  • Advertising & Marketing
  • Agriculture
  • Biotech & Pharmaceuticals
  • Computer / IT Services
  • Computer Software
  • Construction & Contracting
  • Distribution & Wholesale
  • eCommerce
  • Education
  • Energy / Utilities
  • Engineering, Architecture, & Design
  • Government
  • Healthcare / Medical
  • Health & Beauty
  • Insurance
  • Legal
  • Logistics & Transportation
  • Manufacturing
  • Media / Publishing
  • Nonprofit
  • Professional Services
  • Real Estate
  • Restaurant & Hospitality
  • Retail
  • Telecommunications

What Our Customers Are Saying

Since 2008, Fourlane has helped thousands of happy customers with QuickBooks.

Alisha Raesz of Fourlane has been a tremendous asset to our company. She has completely overhauled our accounting system and guided us to increased profits by setting up new cost coding and job tracking reports. Her knowledge of QuickBooks and professionalism have helped us rise to the next level. I just can’t say enough about Alisha and Fourlane. Thanks!!!

JJ Luebbe | Luebbe Companies, LLC

We started with Fourlane specifically for Quickbooks point of sale help. Fourlane was awesome. They have incredible knowledge of Quickbooks. This year we added another layer of Fourlane help. We hired Fourlane for bookkeeping. We are thrilled that we did. LaTiffany is our day to day contact. She is incredible. LaTiffany has cleaned up, streamlined and maintained our accounting. LaTiffany and Fourlane are pleasures to work with.

Wendy Thomajan | Austin Foot & Ankle Specialists

I worked with Fourlane on a QuickBooks data conversion. They were extremely helpful and knowledgable. Helped us through a very rough patch smoothly. I would highly recommend Fourlane.

Brenda Shearer | Technical Specialties Corporation

Fourlane is helping us convert from NetSuite to Quickbooks. I'm very impressed with the professionalism and competency of everyone at Fourlane, without exception.

Jim Roundtree | Cinsay

I contacted Fourlane about QuickBooks POS. We needed some assistance with having our inventory program work with QuickBooks POS. Tarrah was helpful in this matter. While talking with her I discovered that Fourlane could assist my company with our QuickBooks as well as other concerns in my company. We are still in the process of changing our system and at the same time I have recommended some of my customers contact Tarrah.

Mike Patterson | Allied Inventory Services

Fourlane has been a great partner with our third-party software integration. The key to me is that when they are not 100% on an answer they do not try to resolve it “on-the-fly’ but go back and do research.

Derek Pennant-Jones | Celling Biosciences

No one likes to think about having to change accounting systems, particularly when you have been using the same system for over 20 years, but sure enough that day came for my firm in Texas recently. My firm is a distribution center for a pump manufacturer in Minneapolis. After searching for alternatives, I was unhappy with what I found, so I called Intuit, discussed our upcoming situation, and the first thing I wanted to know was, whom do I contact that would be considered experts at installation, training and manipulating Quickbooks. Without a drop of the hat, they recommended FOURLANE…If you ever had doubts of using their product or getting the support you would need, rest assured, FOURLANE is the way to go.

Jim Horany | Wanner Engineering

We have worked with Alisha Raesz from Fourlane for the past 6 months and have been so impressed with her knowledge and attention to detail. Alisha has guided us through a new company file changeover to help our manufacturing business grow and she has provided amazing customer service. We could not have done it without her help!

Christy Ricketts | Contemporary Research

Marjorie Adams and Tarrah Hendrickson were very helpful during the initial 30 minute consultation, which was free of charge! I had a complex issue and they were able to resolve it for me within the 30 minutes, so I ended up getting the advise for no charge, which my boss will love! Would definitely recommend as well as use Fourlane in the future.

Jill Blecher | Mass Polymers

Fourlane was unbelievably helpful to me when I wanted Quickbooks Premier for my company. I ordered for 1-user then wanted to add another. Then ended up wanting to add another and another. Linn was super helpful and was able to set me up where I continuously got credit for what I had already paid and in the end got all 4-users for less than the price of 3. She went above and beyond what most would do in her place. Anytime I need something and Fourlane has it, I will be purchasing from them.

P.S. This is the FIRST ever review I have given – positive or negative – so that is how much I valued the service I received from Linn and Fourlane.

Laura Jolliff | Bob Riddick Roofing, Inc.