Why we need to understand how your systems work
How Books and Business recently helped a client get there systems in order
A recent visit to a client saw us being tasked with linking their new POS (point of sale) system to their QuickBooks account. Despite some initial teething issues with the two systems not talking to each other, meaning their total sales invoices and their receipts of money weren’t being shown correctly on QuickBooks, we managed to iron all these out. This left the client free to utilise the benefits of a new more modern system and not have to worry if their QuickBooks was linking correctly.
The same client also uses their POS system to keep track of stock but unfortunately the way the staff were entering this into the new system by way of using delivery notes, was not matching the amount and VAT from the supplier invoices. This could have potentially left the accounts in a mess, meaning more time would be needed to fix the errors created by the POS. In order to rectify this, we slightly tweaked the way staff were inputting the new stock on to the POS in order for it to match the invoices.
At Books and Business we feel it is imperative to fully understand how our clients and staff use their systems, this way we can ensure they are working efficiently with their cloud accounting package. This saves time as it means less visits from us to sort through errors and mismatched transactions which in turn allows you to focus on more important areas of the business such as training and business development. Not only that, we believe educating our clients and their staff so they understand the implications of using systems in a certain way could detrimentally affect the financial records of a company. Providing guidance and making a few small changes can make all the difference. When systems are linked correctly its vital that everyone gets on board with the most efficient way of working, even if that means updating old ways of doing things.
We are always on hand to provide ongoing or adhoc support for our clients, dependant on their business needs at the time, hence why our bespoke packages are our most popular.
Please get in touch for more information on how we could help your business
