QuickBooks Setup Services

Get your QuickBooks file set up the right way from the start. Whether you need a single-user QuickBooks install or a multi-user, QuickBooks Enterprise implementation with multiple integrations & cloud hosting, Fourlane can help.

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How Fourlane Can Help

We’ve worked with over 10,000 companies across nearly every industry with their QuickBooks accounting software. Whether you’re new to QuickBooks or upgrading your file, we can customize an implementation plan specifically for your business.

  • Software Selection

    First, your dedicated QuickBooks consultant will go through a detailed checklist to determine which version of QuickBooks (Pro, Premier, Enterprise Solutions, etc.) 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. You’ll receive the Intuit Premier Reseller Discount, 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.

Industry Experts

Over one million businesses in the U.S. rely on QuickBooks for their accounting functions. Fourlane’s consultants have worked with to help businesses within virtually every industry convert to Quickbooks, and have the experience to performing QuickBooks Data Conversions that allow you to take advantage of QuickBooks Enterprise's custom solutions:

  • Accounting
  • Agriculture
  • Construction
  • Distribution
  • Education
  • Engineering
  • Financial Services
  • Government
  • Healthcare / Medical
  • Information Technology
  • Insurance
  • Legal
  • Manufacturing
  • Nonprofit
  • Professional Services
  • Real Estate
  • Retail/Hospitality
  • Telecommunications

Certified QuickBooks ProAdvisors

Our QuickBooks experts are here to provide the professional business management solution and technology consulting services your growing business needs. Having performed thousands of QuickBooks data conversions, and thousands of other QuickBooks engagements in all fifty states, we have the knowledge and experience you can rely on in a business partner. Get help with implementing and optimizing the right solution for your business.

Our Proven Process

Our 4 step consulting process model is designed to keep everyone engaged and on track.

Step 1: Discovery

Every business is unique. Our team will spend time getting to know your unique goals, processes, and time frames; then research a solution that best meets your needs.

Step 2: Consultation

Our experts will review your processes for efficiency and accuracy, we'll then make product and workflow recommendations that we feel will benefit your bottom line.

Step 3: Execution

We'll work alongside your team to complete the project on schedule and in budget. You'll receive weekly milestone reports and we'll have frequent progress calls.

Step 4: Maintenance

We'll put a plan in place to help you meet long term goals, and a communication schedule to ensure you're making the most of your new system.

#1 QuickBooks Solution Provider

Get preferred pricing on all Intuit QuickBooks products and solutions.

Fourlane is one of the country’s top QuickBooks Solution Providers and Consulting Firms and has been awarded Intuit’s prestigious Partner of the Year every year since 2010. Fourlane has performed thousands of client engagements across several industries with very strong expertise around QuickBooks implementation, integration and business processes.

“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. They are an important part of Intuit’s Reseller channel.”

-Simon Pass, Intuit Reseller Program Sales Leader

What Our Customers Are Saying

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