Xero, Quickbooks & Apps

System Review

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Existing xero & Quickbooks Users – System Review

As an existing business using either Xero or Quickbooks, there may be a variety of ‘symptoms’ which indicate that a review of the accountancy software may be required to identify issues and obtain more of the expected benefits from using the software.

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There may be obvious errors in the figures or lack of trust in the figures being generated

Day to Day’ Bookkeeping

There may be substantial manual admin required with a sense that it could/should be simpler.

Xero & Quickbooks features

There may be an awareness that there are features or functions in the software that you could/should be using.

Setup and security

There may be inaccurate or incomplete settings and/or a lack of additional security measures in place e.g. two factor authentication?

Errors & inaccuracies

There may be bank, credit card or other accounts missing from the software, substantial un reconciled bank transactions, errors in customer/supplier accounts with old balances or ‘in credit’ etc.

What is our Xero or Quickbooks System Review?

  • Review that the software and configuration remains ‘fit for purpose’ for your business.
  • Review of existing security settings, and the integrity of ‘key’ accounting issues such as ‘cut off’ e.g. financial year end, periods closed for VAT quarters, all users current etc.
  • Ensure that any bookkeeping issues whether errors, omissions, duplicate transactions or unreconciled activity is identified for correction.
  • Identify features already in the software that can be used to save admin time or increase efficiency.
  • Clarify some areas where additional training may be useful for you (or your bookkeeping team).
  • Identify opportunities for discussion around ‘apps’ or add on software that may substantially automate existing manual processes .

Book a System Review