If your business is using QuickBooks software, there are several activities that should be performed on a regular basis to keep QuickBooks performing well and to protect its data:
- Update your version of QuickBooks when prompted
- Set-up automatic backups of the company data file
- Regularly verify the integrity of the company data file
- Clean up company data
Once your accountant has the files needed for 2009, it is an excellent idea to “lock down” the 2009 data by password protecting the file through 12/31/09. Doing so alerts users if they try to change prior year information, and requires a password to continue. Changes should NEVER be made to information that has already been used on a prior year’s tax return or financial statement.
These are a few examples of how to make better use of QuickBooks. As Certified QuickBooks ProAdvisors, C&G can provide many other suggestions to better utilize the features of QuickBooks to make better business decisions by customizing it to your needs and enhancing management reports. Call Joan Brackman 262-522-8264 in our Waukesha office or Dave Jungen 262-522-8256 in our Mukwonago office to schedule a free consultation.