Use Quickbooks? These are MUST do's!

By
Education & Training with Hallmark Accounting & Tax Solutions, LLC

Elizabethtown, KY - QuickBooks software is the most popular small business accounting software on the market today. They have an approximate 80% of the market share. Software can be a great asset to have, but it can also be the biggest pain you have.  More than once, I have ran into small businesses or organizations that use the program, but because their bookkeeper is no longer there for various reasons, they cannot access their accounting software. Why? They can't login to the program. NOT a good thing! To help enusre that this does not happen to you, you can do the following:

  • Write down the Amin login and password
  • Write down the e-mail address used to register the account
  • Write down ALL user logins and passwords
  • Write down the challenge question answers 

Keep all the above information in a secure area that ONLY the Admin of the account and one other trusted officer of the business or organzation can access in case of emergency. 

Intuit is not the most pleasant to work with when you cannot provide the information requested and trust me, it's not going to be a quick process if you don't have the information at hand.

Software is meant to help us become more efficient and save us time so we can work on the part of our business that we love. Not being able to access the information you need can cause HUGE headaches that we just don't have time for.

If you have any issues with your QuickBooks data, I am a Certified QuickBooks ProAdvsisor in online and desktop software. I'd love to help you.

 

Michelle R Brown, EA

Hallmark Accounting & Tax Solutions, LLC

P.O. Box 209

Rineyville, KY  40162

PH. 270-506-3935 or 270-634-HELP

michelle@hallmarktax.com

www.Hallmarktax.com

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Kentucky Hardin County Elizabethtown
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quickbooks
bookkeeping

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Michelle Brown

Enrolled Agent / Tax Resolution Professional
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