QuickBooks® Project Services

Does your company need assistance without a monthly retainer?

This is where the Vector Business Solutions QuickBooks® Project Services shine. Our experienced team will guide or help fill in the gaps to take your business to the next level.

QuickBooks® Project Services

What they are and when you need them.

Maybe it is time for a new QuickBooks® company file or advanced inventory functionality but you don’t know where to start or have some questions. Maybe you have staff in place for your accounting needs and they are currently too overwhelmed with other tasks to handle extra projects that need to be completed. Contact us! Our experienced team is able to quickly, efficiently and professionally handle your project needs.

Service Highlights

  • QuickBooks® File Set-Up, Condense or Advanced Inventory Features

  • QuickBooks® File Maintenance

  • Process Documentation, Training and Transition

  • Integration Assistance for eCommerce Automation, Inventory or other applications

  • Financial Clean-Up and Overview

  • + More! Contact Us Today For Details!

VBS provides many types of project services with a scope and plan to meet your specific needs. Examples of QuickBooks® project services are:

QuickBooks® Project Services: New File, Condense, Integration or Implementation of Advanced Features:
Whether you are starting a new business, changing business entities, adding functionality or migrating from another financial system, we can help. VBS has tools and experience to support process design, data mapping, QuickBooks® setup, data import, training, cutover and support. Or perhaps your QuickBooks® file has become cumbersome or non-responsive. VBS provides a full-service approach to the condense utility – we take this process from beginning to end, including assessment, pre-test, integration testing, condense, adjustments and final validation. We can help you take advantage of unused or under-performing features in your current QuickBooks® application, including order processing, job costing, advanced inventory management (e.g. multi-site, serial/lot tracking), and assembly build capabilities. VBS will assist in discovery, design, setup, training, cutover and support of these new features. QuickBooks® has many integration partners to help our clients gain additional functionality. VBS knows what questions to ask, and how to work with integrated software to make the most out of your multi-system solution. We will work collaboratively with your vendor partners and help discover, design, setup, train, cutover and support your chosen integrated solution. We can also assist help you determine if QuickBooks® can support your needs or if an integrated solution is beneficial

Financial Cleanup/Review:
We see many financial files that have grown cluttered and a bit messy, over time. Sometimes multiple people have performed activities in different ways, over time, which can exacerbate problems. We will review the financials (without judgement!), recommend updates, assist/perform the recommendations and finalize financial reports. When current financial processes are contributing factors, we will also document updated procedures and train users in improved processes.

Process Documentation/Training and Transition:
We assist you and our team in identifying needed standard processes for your ongoing financials, including transactional processes (AR, AP, Payroll) as well as month-end close checklist (for reconciliations, adjustments, reviews, reporting). VBS will then train individuals on your team in these procedures, customized for your business. Many of our clients opt to have VBS provide some of these processes as outsourced services – and we then include the transition of these services from in-house to VBS as part of this project.