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.
Do-It-Yourself And Hope For The Best
Let Your Bookkeeper Try It
Hire Someone Who Thinks They Know QuickBooks For Contractors
Hire A QuickBooks Expert
Hire A QuickBooks ProAdvisor
Hire Someone With Skills In Your Industry
Hire Someone Without Skills In Your Industry
Have a recovery plan in place in case the entire QuickBooks crashes on the upgrade
Make three separate QuickBooks backups and store them somewhere other than where QuickBooks is located
Verify QuickBooks Data Integrity
Print an expanded Profit and Loss Report Year to date
Print an expanded Profit and Loss Report Year to date
Print an expanded Balance Sheet Report Year to date
Perform three routine maintenance rebuilds
Reprint an expanded Profit and Loss Report Year to date and compare to the first one
Reprint an expanded Profit and Loss Report Year to date and compare to the first one
Reprint an expanded Balance Sheet Report Year to date and compare to the first one
If any numbers are different, STOP and contact us immediately! 206-361-3950 sharie@fasteasyaccounting.com
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
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
When you are finished print the reports show in steps 4,5 and 6 again and compare them with the original reports
If any numbers are different, STOP and contact us immediately! 206-361-3950 sharie@fasteasyaccounting.com
"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
"It looked so simple"
"We have upgraded many times before with no problems"
"We did not back up QuickBooks"
"We were in a hurry"
"The Bookkeeper said they knew what they were doing!"
Profitable Construction - Companies have known about the value of outsourced bookkeeping services for a long time and now you know about it too!
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.
About The Author:
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+