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Internet, Windows, Macintosh, GoldMine and QuickBooks
Consulting and Training Services

for Small Businesses and the Self Employed in the
Eastern Montgomery / Lower Bucks County Pennsylvania Area.

QuickBooks

QuickBooks® Accounting Software

QuickBooks® accounting software is the most user friendly and economical accounting system on the market today. This software is ideal for small businesses with under 50 employees and annual revenues of less than five million dollars. You do the majority of your bookkeeping as you write checks and record receipts on a daily basis. With QuickBooks® you know if you’re making or losing money instantly. There’s no need to understand accounting jargon like debits, credits or postings.

As a small business person, we understand your internal and external reporting needs. Whether you’re seeking quarterly or annual tax reports, interim financial statements for the bank or a listing of bills to be paid, we can take your QuickBooks® data and make any necessary adjustments to prepare the reports you need. If you prefer to produce your reports in-house, we can make sure QuickBooks® is set up to produce the information you desire.

Frequently asked questions about QuickBooks®

Will QuickBooks® do payroll for me?
Yes. Once you set up your pay categories, deductions and employee W-4 information, payroll is as simple as entering the hours worked. QuickBooks® calculates the deductions, prints the paychecks and summarizes your payroll information automatically. There are various payroll reports which you can run to determine payroll tax liabilities and QuickBooks® will even print your quarterly Form 941 and annual Forms 940 and W-2s.

Will QuickBooks® pay my bills?
Yes. Entering your bills is so easy and it allows you to sort your bills by due date or vendor to help you decide who to pay first. Accounts payable reports, like all other QuickBooks® reports, are available with the click of your mouse and can be created for any date you choose. Once your vendor information is entered, vendor names and addresses will print on the checks, enabling you to use window envelopes rather than writing out or typing envelopes. QuickBooks® will also print 1099s at the end of year for those vendors you designate as required to receive 1099s.

Will QuickBooks® keep my checkbook up-to-date?
Yes. Provided you enter your transactions on a daily basis, your bank balances will automatically be updated after each transaction. QuickBooks® also has a reconciliation feature that saves time compared to reconciling your bank statement manually each month.

What other features does QuickBooks® offer?

  • Inventory tracking
  • Tracks expenses by customer/job
  • Customizable forms
  • Audit trail function
  • Cash flow forecasting
  • Budgeting
  • On-line banking

How long would it take to get QuickBooks® up and running for my business?
Depending on the size of your business and how quickly you can gather the information to get your company set up, on average it would take up to one week to set up your company information, e.g. chart of accounts, payroll information, customized invoicing and beginning balances. Training normally takes 6 to 8 hours, usually in 3 to 4 hour blocks.

I am already using QuickBooks®. What can Mark Dawson do for me?
We can review your QuickBooks work flow processing to determine if it can be done more efficiently We will also determine if there are any QuickBooks features that you are not presently using that would be of assistance for your company. We can also help you customize forms and reports to best suit your needs or train you about software features you may not be using because you don’t quite understand them yet.

Can QuickBooks be integrated with GoldMine?
GoldMine Plus Accounting allows you to integrate your QuickBooks Pro accounting data directly into GoldMine to provide a single, unified record for all customer transactions. GoldMine Plus Accounting provides the missing link between the front and back office, placing mission-critical financial information about your customers within GoldMine, without the need for users to ever launch QuickBooks Pro.
For More information on PIP's GoldMine Service click here or the button on the left.

Do I still need my accountant?
You should always have an accountant to assure that your are meeting all the tax and accounting laws and regulations, but we do hope QuickBooks® will help you manage your company more efficiently. We will work with your accountant to assure that QuickBooks is set-up to meet your accounting needs. One of our goals is to help you achieve your goals as a business. Customizing QuickBooks® to fit your needs is an excellent way to do that.

What can PIP do for you?

PIP will work with your accountant to setup QuickBooks and your accounting process that will meet your business needs, and your accountants needs for you business. We will then integrate this process into your business work flow. Individualized training will be provided to your personnel who will utilize QuickBooks. We will then be available to answer any questions, resolve any problems, and assist with any new processes or reports that your business may need. Please contact us to determine your QuickBooks needs.

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                    (215) 947-0170

3973 Martin Rd. Suite A104
Huntingdon Valley, PA 19006-2372

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