QuickBooks Pro, Premier, Enterprise & Online

QuickBooks Conversions
Whether you are considering converting from one QuickBooks product to another, online to or from the desktop version or from another accounting system to Quickbooks, upgrading or downgrading requires a specific set of considerations,  skills and tools. Working with OCC you’ll have a dedicated conversion specialist who will assess your unique situation, determine which QuickBooks products you’ll need, and work with you to develop a phased conversion plan. We also will manage the export, cleaning, and import of your historical data. Post-conversion, your team will be fully trained on the new system, and we’ll help you put efficient processes in place that allow you to make the most of your new system.

​QuickBooks Set-up & Training
Although some claim you can set up QuickBooks in a matter of minutes, the reality is that setting things up correctly generally requires a solid understanding of both QuickBooks and accounting principles. OCC can handle this crucial step for you, saving you from a potentially expensive and time-consuming “re-do” down the road. A small investment in training will yield significant results! In just a brief period of time (most clients only require one or two 2-hour sessions), you’ll get the tools you need to keep your books correctly and accurately.​​

QuickBooks Import & Export
Eliminate manual data entry and reduce errors when you import lists and transactions into QuickBooks.  Make your data work for you by exporting it from QuickBooks for reporting, analysis or to migrate data to another QuickBooks company.  Keep your QuickBooks data accurate and up to date by removing unwanted data or cleaning up a large QuickBooks company file. OCC utilizes proprietary tools to allow specific import and export of any transaction types to and from QuickBooks.

QuickBooks Consolidations
If your company has several divisions or wholly owned subsidiaries, consolidating financial statements from all of them gives you a complete picture of the parent company’s financial health. You can use QuickBooks to consolidate statements, but it involves careful bookkeeping. Under some circumstances, you’ll need an upgrade or use of a third-party program to import the financial data into QuickBooks.

QuickBooks Data Corruption
The Intuit database behind QuickBooks is quite competent in handling business pressure and growing demands. However, like all other databases, it is prone to problems every now and then. Corruption in QuickBooks Company File is a common problem faced by users. And a corrupt QBW file cannot be opened and used until it is repaired. Some common reasons for data damage and corruption in QuickBooks include: The QuickBooks database file size expanding beyond its healthy limit or 500 MB (for QuickBooks Pro) or 1 GB (for QuickBooks Enterprise). Lack of resources like RAM, Virtual Memory, network interface cards, routers, network cables, etc. A sudden power surge or drop has the capability to trash your entire hard drive if you don’t have a proper UPS. Improper system shutdown due to technical or other reasons could lead to QuickBooks database corruption. Virus attacks on the hard drive on which the database is stored. Development of bad sectors on the hard drive where the database is stored.

Quickbooks Inventory Management
QuickBooks isn’t designed for inventory management. Around 13% of all small businesses use QuickBooks for inventory management purposes. Despite this, the software is simply not designed to meet all of your inventory needs because that’s not its primary purpose: Quickbooks was built to serve primarily as accounting software. OCC can help you get the most out of what QuickBooks has to offer, including reorder points, MOQs, average costing, assembly builds, bin locations, multiple warehouses, EDI sync & e-commerce integration.

Quickbooks File Recovery and Data Services
OCC utilizes QuickBooks Data Service Support to assist with any file recovery and data services beyond its scope.