QuickBooks For Professional Services
Manage clients & profits with QuickBooks Enterprise
QuickBooks Enterprise offers service businesses a simple way to manage project estimates, billing, payments, and accounting. Get a free demo & quote.
Features For Service Businesses
QuickBooks Enterprise helps you to handle job costing, manage cash flow, and track clients
Bill and PO workflow approvals*
Manage cash flow, boost transparency, and help protect against fraud with customizable bill and purchase order workflow approvals that create a digital audit trail for each transaction. Delegate with confidence while keeping oversight. One dashboard lets you maintain cash flow oversight and track bills and POs that need approval. Employees get timely reminders so they don’t miss an approval deadline. Customize your workflow approvals your way, or use out-of-the-box templates to make it easy to set up approval flows that cater to your business.
* Available with QuickBooks Enterprise Platinum and Diamond subscriptions
Build customized proposals
Save time and make estimates easier by using our templates to make clear, concise proposals that will help you get the job.
Attach documents to transactions
Attach documents to transactions faster by directly uploading them via the QuickBooks Desktop mobile app. You can even attach multiple documents at once. Eliminate the need to store physical documents and stay organized.
Customize bill payment stubs
Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Save time by immediately emailing bill payment stubs to multiple vendors at once. Easily edit your logo, formatting, balance-paid-to date, and other required billing information, all from within QuickBooks.
Powerful and accurate project costing
With up-to-the-minute project information, you can react quickly when costs cut into your margins. Track estimated costs and actual costs, and strategically plan for future projects. Easily attach digital timesheet entries to projects, and assign different hourly rates as appropriate.
See profitability by customer or project
Access an interactive dashboard that shows your sales profitability by customer, and modify the report to show profitability by geography, customer fields, and more.
Professional services chart of accounts
From assets like bank accounts, investments, property, and equipment to utilities, salaries, and more, you can organize and customize your information the way you need to see it. Plus you can get a real-time snapshot of profitability metrics by customer.
Flexible billing frameworks
No matter how many different hourly rates your team bills, Enterprise can handle it. Costs are calculated automatically based on each employee’s unique hourly rate—and reflected that way on client invoices. You can assign different billing rates by client, project, or service. Consolidated invoices will reflect billable amounts by hours worked, flat fee arrangements, or a combination of both methods.
Employee time tracking*
Easily track time, save on payroll, and manage your team on the go. Get time tracking software for construction, landscaping, home healthcare, and more. No matter how big or small, see how QuickBooks Time can help your business thrive.
* Available with QuickBooks Enterprise Diamond subscriptions
We don't just sell QuickBooks, we make it work for your specific business
Why Fourlane
Fourlane, the #1 Elite QuickBooks Solution Provider and Reseller, has helped thousands of clients with their financial systems, accounting software, and ERP system challenges. As industry and product experts for the most widely used accounting and ERP software solutions, we make sure our clients are buying the right software at the best price and recommend the best platform with a focus on our clients’ long term success.
“Fourlane’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As a QuickBooks Solution Provider, we count on solutions Fourlane provides to small- and mid-sized businesses all over the country.”
-Simon Pass, Intuit Reseller Program Sales Leader
Consulting and Advisory
We can help with every aspect of QuickBooks, including system design, inventory, business process, workflows, & more.
Data Conversion and Migration
With thousands of QuickBooks conversions, Fourlane is the most trusted company for converting your data to QuickBooks.
Setup and Implementation
Whether you need a simple QuickBooks install or a multi-user, cloud solution with external integrations, we can help.
Programming and Integration
Extend QuickBooks with custom apps and integrations, giving you a cost-effective alternative to more expensive ERP systems.
Reporting and Business Intelligence
Whether you need reports using the tools included in QuickBooks or a complex, custom-built, we’ve got you covered.
File Optimization and Review
From database stability to ledger tie-outs, our file review will give you an in-depth look into the health of your QuickBooks data.
Customized Product Training
We’ll create customized training and documentation specific to your business, processes, and industry.
Reports For Service Businesses
QuickBooks Enterprise lets you see how you're doing at every phase of the project with key reports.
Project costs detail
Use several key tools previously reserved for accountants for easier, more accurate cost accounting, like using prior account balances to locate discrepancies.
Expenses not assigned to projects
Make sure nothing slips through the cracks. This report gives you visibility into all of your expenses that are not currently assigned to a project.
Cost-to-complete
By project, see the percentage complete and cost to complete so you can cut costs if you need to, or discuss cost overruns with your client before it’s too late.
Open balances by customer / project
Keep track of all your open balances by customer and project. Quickly get a handle on the bills that have not been paid by project so you can estimate how much is due and help ensure you get paid.
Project status
Keep track of all of your projects with one report. Get a bird’s eye view of how your business is doing. Track the day-to-day details while not losing sight of the big picture.
Billed/unbilled hours by person and job
See how much time each worker has spent on each project. Add billable hours to your next invoice and minimize hours you can’t rebill to your clients.
Costs by project
See where your money is going. View a summary of project-related expenses for each project.
Industry-specific report bundles
Enterprise includes 17 reports designed for Professional Services, including 6 reports on project costing, so you can make informed business decisions. In addition, Advanced Reporting* allows you to create your own custom reports from scratch using the raw data in QuickBooks. If the data is in QuickBooks, you can report on it to gain a deeper understanding of your organization.
Customer Story
Fourlane implements QuickBooks best practices and training for internal operations at Net Friends
Net Friends is a managed Information Technology (IT) service provider, with a growing team of expert IT Consultants. With the exit transition of their long-time financial controller, the Net Friends leadership team saw an opportunity for strategic reset: to organize and streamline internal finance operations with clarity and future growth in mind.
Industry Experts
A Partner That Understands Your Business & Industry
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
- General Business
- Government
- Healthcare / Medical
- Health & Beauty
- Insurance
- Legal
- Logistics / Transportation
- Manufacturing
- Media / Publishing
- Nonprofit
- Professional Services
- Real Estate
- Restaurant / Hospitality
- Retail
- Telecommunications
Fourlane DRIVETM
At Fourlane, we have a proven client engagement process that helps ‘drive’ long-term success.
1. Discover
We begin by understanding your systems and current processes to discover root issue and potential challenges.
2. Right Fit
Receive open and authentic communication from our team on which products are right for you.
3. Inform
Our comprehensive and informative project scoping process is designed to eliminate any potential road blocks.
4. Vision Implementation
Your project commences with the end goal of getting the right data to make informed business decisions.
5. Endless Execution
Our ongoing review of systems & output to ensure processes are being followed and your investment is being executed.
QuickBooks ERP READINESS
QuickBooks Mid Market Solutions
QuickBooks isn’t just for small businesses; we make it work for medium-sized enterprises as well by utilizing the API for integrations and apps. However, if you’ve hit a ceiling in what QuickBooks can do for your growing business, Fourlane is just one of a small handful of firms that have bridged the gap between QuickBooks and ERP systems.
Most firms in the ERP space are either IT or accounting focused but don’t understand the system AND the financial piece – we know both and can help. Fourlane has consultants certified in QuickBooks and other ERP software such as NetSuite and Acumatica.
What Our Clients Are Saying
What Our Clients Are Saying
“Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows.”
“I put my company’s future in Fourlane’s hands, and they delivered! Thank you!”
“I enjoyed my experience with Fourlane and would recommend them for software conversion.”
