When you’re looking for an affordable, effective, and easy-to-learn business accounting software, QuickBooks® is one of the first that comes to mind for many managers. Like any software, you can always get more out of it depending on how you approach and use the program. Here’s a guide for maximizing your experience with QuickBooks. 

The Best Practices for Using QuickBooks

1. Start With the Basics

Even though QuickBooks is known for its usability, it still presents a whole new interface and set of rules for most workers. To ensure the transition is smooth, have your employees devote some time to the program’s Getting Started Tutorials that come free with the program.

2. Take Advantage of ProAdvisor

One of the business accounting program’s most useful features is ProAdvisor, which links you to a regional accountant. That professional becomes your point person for using the software, helping you master how to use it. 

3. Create a Complex Password

It’s worth remembering that the program will house a large amount of sensitive financial information. In an age of hacking and information stealing, it’s more important than ever to use a complex password for your account. Try to choose one with at least one capital letter, a few special characters, and numbers as well. 

4. Remember to Back Up Your Files

A common pitfall with QuickBooks is forgetting to regularly back it up. Losing all your calculations and accounting conclusions can be costly for a business. Luckily, if you use QuickBooks Online, it should save automatically, but if you’re not working online, create a monthly routine of backing everything up. 

If you’re seeking Quickbooks help, reach out to a business accounting specialist at Grayson Accounting LLC in Saint Charles, MO. Bringing over two decades of experience, the accounting service has even earned Enrolled Agent status with the IRS. To schedule a free consultation, just call (636) 233-7875. Learn more about the company by visiting their website.