QuickBooks - Boca Raton, FLQuickBooks Consulting

With roughly 4 million users, QuickBooks is the #1-rated and best-selling financial software for small businesses. From its inception in 1992, Intuit has evolved the QuickBooks product line into a robust selection of software packages designed to serve a wide variety of industries.

The Costliest QuickBooks Mistakes

Although QuickBooks is popular because it can be used by small business owners and bookkeepers who have little or no accounting experience, there is still a learning curve and a chance that some entries may not be entered correctly. Here are a few of the telltale signs where we can likely save you time, money, and headaches:

  • If you have account balances or financial statements that don’t make sense.
  • If your CPA or tax preparer says your file needs to be cleaned up before they can do your taxes, and you don’t know what to do.
  • If your file runs slow or displays error messages frequently.
  • If your statements are out of balance.
  • If you can’t get the reports, you need to make good business decisions.
  • If you cannot get your accounts to reconcile.
  • If you frequently call the support line at Intuit.
  • If your bookkeeping is taking you longer than you think it should.
  • If your reports show items, you know have already been paid or received.
    And many more.

There’s a long list of trouble spots that can occur in QuickBooks, and you’re not alone if you’re having challenges. That’s why we offer a data file analysis when you first come to us. That gives both of us a list of action items that we can work from to help you locate trouble spots, get them corrected, and get your bookkeepers trained to enter the data correctly and keep it clean.

In-Depth QuickBooks Expertise

These days, understanding how to best use QuickBooks has grown into its own set of skills apart from traditional bookkeeping experience. Even the best bookkeeper must spend extra time getting to know how to use QuickBooks in order to enter all of the transactions most efficiently and accurately.

We’ve gathered our QuickBooks knowledge across multiple years, multiple versions, multiple companies, and multiple industries. We can take all of the great ideas we see at training conferences and apply them to help you get your accounting done more effectively.

Some of the ways we can help you make the most out of your QuickBooks software include:

  • Helping you choose the right version so you get started on the right foot
    Installation, setup, and customization for your specific business needs
  • Training and support for you or your bookkeepers to save you valuable time and money
  • Data and file analysis and troubleshooting, in case you’re experiencing problems
  • Customized reports to get you the business intelligence you need
  • Add-ons and upgrades, in case you need more functionality

Do you need to learn QuickBooks today?

QuickBooks is a great software tool that we love for small business bookkeeping. There are many ways to learn QuickBooks so that you can use it effectively in your business:

You can purchase a book.
You can take a course.
You can hire us for one-on-one customized training.
You can wing it and try to figure it out on your own.

The problem is, if you try to learn QuickBooks on your own, you might eventually stumble upon the best way to use it for your business, and you might not.

Speed Through Your Learning Curve

By far, the most time- and cost-effective way to learn QuickBooks is to hire a QuickBooks trainer that is certified in the software. And that’s what we do.

With our QuickBooks knowledge, gathered across multiple years, multiple versions, multiple companies, and multiple industries, we’ll help you speed through your learning curve so you can be productive fast.

We can tailor a training session to your exact needs. We won’t spend time on what you already know; we’ll cover the gaps you need filled in to help you use the software in the most effective and efficient way for your business.

Your Place or Mine
We can come to your office (within 30 miles) and sit with you as you learn the software.
Or we can avoid the travel expenses, log in to your computer remotely so we can see the screen as you type, and provide a remote training session that is just as customized as the one we’d conduct at your office. Technology is amazing, and will help you keep your training costs low.

Mistakes in Your QuickBooks Files

The great thing about hiring a QuickBooks trainer is that we can spot, correct, and prevent costly mistakes that your bookkeeper may be making when posting your transactions. If you go a whole year making the same mistake, correcting it at tax time can be a costly nightmare.

When you hire us for training, we won’t let that happen; we can run your file through a checklist of common errors to make sure your transactions are recorded properly. Then we’ll train you on the right way to enter QuickBooks transactions so your financial numbers stay right and your QuickBooks data file stays clean all year long.


Want to move your accounting to the cloud but are not happy with the limitations of QuickBooks online? We have a solution for our clients that moves their QuickBooks company file to our cloud servers, allowing you to continue using the latest features of QuickBooks.

In an effort to increase accounting productivity for our clients, we are excited to announce that we have formally installed and launched a QuickBooks Cloud Solution. This new technology gives P.T. Anderson the ability to host your QuickBook files. There are multiple benefits to having P.T. Anderson host your file using the QuickBooks Cloud Solution.

The Power of QuickBooks in the Cloud

QuickBooks Consulting
QuickBooks - Boca Raton, FLImproved Collaboration

When we share data with clients in the cloud, we can expect fewer mistakes and better collaboration. Clients would no longer need to send P.T. Anderson the file for reviews or questions. P.T. Anderson and clients can log in together to the QuickBooks Cloud server to use QuickBook files – simultaneously, if and when needed.

Uncover More Insights

With up to date, reliable data, clients can discover and harness powerful business insights. You would always have access to the latest version of QuickBooks while eliminating the need to ever purchase QuickBooks software again.

Always Up-To-Date

The cloud automatically updates QuickBooks to the latest version, so clients always have the most current features. Your company file would be on the Accountant’s version so you would have all of the extra features without the extra cost.

Always Secure

Accessing your company files require two sets of credentials which gives our clients the peace of mind that their data if fully protected and secure. Our firewall and servers are fully monitored and protected with the latest hardware and software. Our support team will provide all of our clients with the initial setup and connection to their company file. If a problem was to arise, our team will work with you directly to get that resolved, all at no additional cost to our clients.

Always Backed Up

Our cloud solution keeps your data backed up, so if your computer crashes your company file doesn’t. P.T. Anderson has an enterprise level backup system that backs up all the client files multiple times, every day. We also replicate those backups to our offsite servers for extra protection and redundancy. If a file ever became corrupt, we could restore a previous version from our system within minutes.

Always Accessible

The cloud lets clients log in from any place at any time, so you can define your own schedule. You could access it from any computer that has internet connection, no special software required.

P.T. Anderson is excited to offer this important and efficient service for our clients. We feel it presents the opportunity for you to have the ability to access sophisticated solutions that, off the shelf, would be cost prohibitive. Additionally, this is another important area that allows our clients to have the capacity to stay in step with their counterparts in terms of technology.