QuickBooks Setup Services
From small implementations to complex QuickBooks Enterprise hosted setups, we’ll help you get QuickBooks setup and customized for your business.
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How We Help With QuickBooks Setup
Our team has several years of real world experience implementing and using QuickBooks within many types of business scenarios, industries, and end user roles from bookkeeper to CFO.
Software Selection
First, your dedicated QuickBooks consultant will go through a detailed checklist to determine which version of QuickBooks will best suit the needs of your business, the number of licenses required to support your staff needs, any 3rd party applications needed, and if any custom programming or integration is needed. If you buy QuickBooks from Fourlane, we offer preferred pricing on select QuickBooks products which in many cases will give you a perpetual discount on all of your licenses.
System Design
In order to get the most out of QuickBooks, it is crucial that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.
File Setup and Internal Controls
During the file setup stage, we’ll configure QuickBooks either on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your file based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Forms, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more. If we’re importing data from your previous accounting software we’ll clean the data and ensure it came over cleanly.
Third Party and Custom Applications
If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those after we get your base QuickBooks file setup. If you’re using QuickBooks Enterprise, this could be as straightforward as turning on and setting up Intuit’s Advanced Inventory or Reporting Add-On. We can also handle more complex situations that require a custom developed application or integration with external systems. These custom applications are owned by you and build off of Intuit’s API.
Reporting and Automation
Once we’ve got your QuickBooks file and any supporting apps & integrations set-up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set-up automation, and / or build any custom report your need so that you get the most out of your QuickBooks data.
Training and Knowledge Transfer
Lastly, we’ll make sure your team feels confident using your new system. Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals as well as your specific QuickBooks system environment. All training can be done remotely via secure web-based meeting, which makes scheduling more convenient and cost-effective. If you prefer on-site training, we offer that option as well.
Customer Story
Fourlane’s File Review process uncovers hidden problems and provides solutions to QuickBooks issues
Contemporary Research’s financials were not accurate and their QuickBooks file was 20 years old and crashed daily and inventory numbers were off. In addition, they did not have an accurate picture of its product costs because the bill of materials for assembly items wasn’t set up properly.
QuickBooks ProAdvisors
Certified QuickBooks Experts
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.
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.
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 and their ERP systems 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
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.”
Join thousands of businesses who trust Fourlane with their books
Whether you’re currently using QuickBooks and need professional consulting services, are looking to buy QuickBooks or even outgrowing QuickBooks, we can help.
