QuickBooks
45 Case Studies
A QuickBooks Case Study
Simplified Computers, a technology support provider, needed a more secure and scalable way to manage invoices, inventory, payroll and account reconciliation after outgrowing QuickBooks Pro. With a 10-user environment and multiple staff creating sales and service transactions, the company’s main challenge was restricting access to sensitive financial and payroll information while still enabling front-line staff to process sales.
By moving to QuickBooks Enterprise (Desktop 2015) and using predefined role-based permissions, only the owner and accountant Amber Ooms have full administrative access while sales and techs can create invoices and manage inventory. The integrated Payroll module and robust reconciliation tools let Ooms run bimonthly payroll (with taxes handled), reconcile many accounts and credit-card charges quickly, and email invoices — resulting in improved data security, faster payroll and reconciliation, and reduced time and costs.
Amber Ooms
Accountant