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    Tips For Contractors On Upgrading QuickBooks To 2014

    Posted by Randal DeHart on Thu, Oct 10, 2013

    Is It Time To Upgrade Your QuickBooks To 2014?

    Fast Easy Accounting 206 361 3950 QuickBooks Expert In QuickBooks Contractor 2013

    If It Saves Ten Minutes A Day It Could Pay For Itself Many Times Over!

    With Respect And Caring I Present The Following And Trust You Will Receive It That Way

    We care deeply about you, our contractor clients, your families, your employees, your clients, your vendors and your future. Construction is a tough business and you need all the help you can get.

    QuickBooks looks so simple and it was when it first started in the early 1990's as a DOS based accounting software. We know because we used it in several of our construction companies.

    Every year QuickBooks adds new features which make it harder to use and more complex. This latest version, 2014 is a whole new screen from QuickBooks 2012 and yet very similar to QuickBooks 2013. If you are upgrading from QuickBooks 2102 or earlier it will take a while to learn how to use it.

    What you don't need is more aggravation. So it is with the respect and courtesy and a touch of tough love that I present the information below.

    Seven Most Common Ways To Upgrade QuickBooks For Contractors:

    1. Do-It-Yourself And Hope For The Best

    2. Let Your Bookkeeper Try It

    3. Hire Someone Who Thinks They Know QuickBooks For Contractors

    4. Hire A QuickBooks Expert

    5. Hire A QuickBooks ProAdvisor

    6. Hire Someone With Skills In Your Industry

    7. Hire Someone Without Skills In Your Industry

    Things To Consider:

    1. Have a recovery plan in place in case the entire QuickBooks crashes on the upgrade

    2. Make three separate QuickBooks backups and store them somewhere other than where QuickBooks is located

    3. Verify QuickBooks Data Integrity

    4. Print an expanded Profit and Loss Report Year to date

    5. Print an expanded Profit and Loss Report Year to date

    6. Print an expanded Balance Sheet Report Year to date

    7. Perform three routine maintenance rebuilds

    8. Reprint an expanded Profit and Loss Report Year to date and compare to the first one

    9. Reprint an expanded Profit and Loss Report Year to date and compare to the first one

    10. Reprint an expanded Balance Sheet Report Year to date and compare to the first one

    11. If any numbers are different, STOP and contact us immediately! 206-361-3950 sharie@fasteasyaccounting.com

    12. If you are upgrading from before 2006 the entire database will need to be converted from the old IIF to the current SQL version which is a chore for those of us who are skilled

    13. If you are upgrading and skipping years, 2008 to 2012 we recommend upgrading one year at a time and performing a thorough maintenance each time

    14. When you are finished print the reports show in steps 4,5 and 6 again and compare them with the original reports

    15. If any numbers are different, STOP and contact us immediately! 206-361-3950 sharie@fasteasyaccounting.com

    After Something Has Gone Wrong This is what we hear:

    1. "Help! My entire business is on QuickBooks and I have no way of knowing who owes me money!" - Click Here To Read An Interesting Story

    2. "It looked so simple"

    3. "We have upgraded many times before with no problems"

    4. "We did not back up QuickBooks"

    5. "We were in a hurry"

    6. "The Bookkeeper said they knew what they were doing!"

    We Can Help With Your Upgrade Project Before Or After Something Goes Wrong

    You Will Always Be Treated With Respect And Courtesy

    Profitable Construction - Companies have known about the value of outsourced bookkeeping services for a long time and now you know about it too!

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    We Scan Your Receipts And Invoices link the appropriate transactions to QuickBooks or Xero Accounting Online depending on the construction accounting service you are using and provide ongoing Cloud Based Contractors Bookkeeping Services by accountants who understand construction.

    For Construction Company Owners who do not need the full power of QuickBooks for contractors and want 24/7 online access we offer Xero Accounting Online and we have custom setup for construction companies. Click Here For More.

    Business Process Management (BPM) For Contractors

    Thinking About Outsourcing Your Contractors Bookkeeping Services?

    Click On The Button Below To Download A Free Guide

    Contractor Bookkeeper Hiring Guide

    Need Help Now?

    Call Sharie 206-361-3950


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    About The Author:

    Randal DeHart, PMP, QPA The Construction Accountant Randal DeHart, PMP, QPA is the co-founder of Business Consulting And Accounting in Lynnwood Washington. He is the leading expert in outsourced construction bookkeeping and accounting services for small construction companies across the USA. He is experienced as a Contractor, Project Management Professional, Construction Accountant, Intuit ProAdvisor, QuickBooks For Contractors Expert and Xero Accounting Specialist and Bill.Com Certified Guru. This combination of experience and skill sets provides a unique perspective which allows him to see the world through the eyes of a contractor, Project Manager, Accountant and construction accountant. This quadruple understanding is what sets him apart from other Intuit ProAdvisors and Xero accountants to the benefit of all of the construction contractors he serves across the USA. Visit http://www.fasteasyaccounting.com/randal-dehart/ to learn more.

    Our Co-Founder Randal DeHart - Is a Certified PMP (Project Management Professional) with several years of construction project management experience. His expertise is construction accounting systems engineering and process development. His exhaustive study of several leading experts including the work of Dr. W. Edward Deming, Michael Gerber, Walter A. Shewhart, James Lewis and dozens of others was the foundation upon which our Construction Bookkeeping System is based and continues to evolve and improve. Follow Randal on Google+

    Topics: QuickBooks 2014 Upgrade Tips

    QuickBooks Setup And Chart of Accounts For DIY Contractors
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