Clarity Accounting Services, Inc.
An agent of business transformation. We change lives.
This is where we determine the best software installation options based on your needs, wants, and desires. It includes discussion on online/desktop version selection, network environment options, 3rd party application add-ons, etc.
When you first get started, you normally are taken through a setup wizard of sorts. This is where you make some decisions (sometimes with a simple click on a relatively vague description) that can overwhelmingly affect how efficiently you use the software.
Some configuration can take place during the setup wizard. This is where you define your experience in the software. What reports and metrics do you want to monitor? What will be the best method to track the data that will produce that kind of report without being too much of an administrative burden?
QuickBooks® (and most tax preparation firms) won't tell you that the spreadsheet you spend hours on per week can be made obsolete with just a few clicks inside QuickBooks®. But this Intuit Certified Advanced ProAdvisor® will know about those tools if they exist.
QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit Inc., used with permission.