QuickBooks is arguably the biggest name in accounting software and the most well-known brand. That doesn’t mean people automatically feel comfortable with it, though. As QuickBooks has grown and expanded its functionality, the software has become more useful, but also more complex. One of the questions we get often is about learning how to use QuickBooks Enterprise – how to be able to take advantage of the robust feature set that can really move the needle for businesses. Here is our advice for learning how to make the most of your QuickBooks Enterprise platform.
QuickBooks Technical Support
The most natural place to start is with the software itself. You can call the support number – 800-450-8469 – and speak to a real person. You might have to deal with a wait time, and the quality of information you receive may vary based on who you speak to – but in general, going straight to the source is one of the best ways to get helpful information. A good tip from what we have heard is to use the chat included in the Enterprise help section because it gives you the option to request a callback vs. sitting on hold and from our understanding, gives you a much better chance of getting through to the Priority Circle US-based support agents. Again, not sure if the US-based part is true but it is worth starting with this route just for the callback functionality alone.
Enterprise Resource Center and Training Videos
The resource center offered by QB is an often overlooked but fantastic place to learn about the software. You can access the learning center through your instance’s Help menu. They have 16 hours of step-by-step videos on everything in Enterprise. These are modular options and only 2-6 minutes in length which makes it easy to pick and choose based on your needs. Choose from learning modules, download pdf guides, and even connect with other users. You can learn more here, but feel free to reach out to us to get you set up. We can send you the right links and get you access to the most helpful content.
QuickBooks YouTube Channel
Video can be a really powerful way to gain new information. YouTube is a wealth of information on various topics, and the QuickBooks Channel is very informative (in addition to being free!). No matter what your question is, you can probably learn more by reviewing the QB YouTube channel. That being said, it can be difficult to navigate and find the specific subjects that you want.
Hire a Local Consultant
Depending on the level of complexity of your system, you may want to receive additional help from experts. This can be worthwhile and even necessary if you have “on-site” needs like converting data, a complete file cleanup, or manual re-entry of data. In these types of cases, it would be really advantageous to have somebody come and assess your situation or conduct on-site training but you should really only consider this option for really complex situations because of the expense and time needed to vet out the right person for the job. If this is the avenue that you want to go, give us a call as we have access to the top experts in the nation and can help you to begin your search.
Free Assistance from Experts (Us!)
Keep in mind that we are always here to help. When customers purchase from us, they automatically get free support from our team for the life of their product. If you are not currently working with us and purchased your Enterprise somewhere else, we have the ability to be added to your account as another line of support in addition to the Intuit support provided with your subscription. This is a great way to go because you will then have 2 options for free support (Intuit and us). The advantage to having us as a secondary is that we can manage your account for you, consult on Enterprise features and integrations, apply discounts, make changes and updates and act as a direct contact for you for any help that you need. The best part is that there are no hold times and you work with the same dedicated person every time so you get to build a relationship with somebody that knows you and understands your business, all at no charge or cost to you. If this sounds like something that would help you, give us a call at 866-949-7267 and we can walk you through how to do it!
Learning and excelling at QuickBooks can do wonders for your business. Having a comprehensive view of your accounting operation will enable you to streamline your financial processes and make more money in the long run – but it’s important to know what you’re doing. If you want to become more proficient in QuickBooks Enterprise, start with these resources. And of course, we are a resource that’s available to Enterprise clients as well – reach out to us at 866-949-7267 if we can offer information or support.