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  • How to Properly Use QuickBooks

    Posted on October 25th, 2017

    The modern business marketplace all but requires a company to get an accounting software to survive. QuickBooks® is one of the more common platforms in use, but it comes with a variety of features and options that can make this software difficult to run. The use of QuickBooks has its own set of best practices.


    The overall layout of your QuickBooks account and how it was initially set up should be reviewed and adjusted by a qualified professional. At Stokes, Visca, & Company, LLP we offer assistance from a CPA who is also a qualified QuickBooks Pro Advisor.

    The numbers you initially put into QuickBooks when setting up your account can impact the accuracy of later reports. If these numbers are incorrect, even if that error is small, your balance sheet and other crucial financial documents may become increasingly erroneous over time. The professional review of your set-up catches these mistakes before they can lead to financial difficulties.

    This review also determines if you need the inventory module or other plugins designed for specialized functions. The core QuickBooks platform can help any business succeed, but companies in specific fields may face unique challenges. Having a professional examine your QuickBooks account helps you make sure all the right programs are in place for your industry-specific needs.


    Your business gains and expends money on a daily basis. Unfortunately, many businesses do not have their accounts designed to better support these daily tracking requirements. Allowing an inventory purchase or a client payment collection slip through the cracks can lead to tax and budgeting problems.

    Our QuickBooks account uses the plugins that allow you to track your cash flow, accounts payable, and accounts receivable. These additional programs make your daily decision-making processes more effective.


    QuickBooks offers its users enough choice in operation that business owners are often not sure how to properly utilize the program. In addition to setup review, our QuickBooks professional can provide training for you and your employees on how to use QuickBooks. This training makes using this software a simpler and more effective task.


    Stokes, Visca, & Company, LLP provides QuickBooks support in the greater Rochester area and all communities within Monroe, Ontario, and Wayne Counties. For more information about how we help clients in every aspect of their accounting functions, call or email our firm and schedule a consultation today.


    Welcome to Stokes, Visca, & Company, LLP - CPA's Accounting firm licensed in NY.

    We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
    Please call us today at (585) 427-0850. We'll be happy to offer you a free initial consultation. Thanks for visiting!

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