Customize
Transform QuickBooks into a powerful tool for your business.
Ready to customize QuickBooks for your business?
Work smarter, not harder
QuickBooks was built to do the heavy lifting so you can focus on the day to day operations of your business. Optima can analyze your QuickBooks use and show you faster methods and keystroke shortcuts to save you time on your everyday transactions.
Customize QuickBooks for the way you do business
Optima will go through each of the following:
- Set up your chart of accounts (We'll make sure you have the income and expense accounts you need).
- Tailor your company preferences.
- Set up sales tax with the appropriate codes and rates for each tax jurisdiction.
- Customize invoices by adding:
- your logo
- custom data columns
- permanent messages
- Customize your payroll setup
- Create defaults for new employees (taxes, benefits, etc.)
- Build payroll schedules (so you don't have to enter the date range)
- Set up tax reminder schedule (never be late filing your taxes again!)
- Learn how to use the credit card register, where businesses can track and reconcile credit card use.
- ...and more!
Create reports uniquely suited for your business
One of the most powerful functions of QuickBooks is its robust and flexible reporting system. Most businesses only take advantage of a fraction of that power. Optima can help you create custom reports that allow you to extract the exact data you need. We'll show you how to memorize these custom reports so they don't have to be recreated each time you need them.
Use advanced features to take charge of your business
QuickBooks starts as a blank slate, but Optima brings a full color palette into play! For example: if you have stores in Richland, Pasco, and Walla Walla, it would be great to be able to track expenses by store, but keep everything in one system. If your business is construction, you certainly want to know how much you spent on lumber, HVAC, electrical, plumbing, and so on. QuickBooks classes let you do these kinds of things and Optima can show you how.
Wouldn't it be nice if QuickBooks could read your mind?
With a little set up from Optima, you can be swimming with QuickBooks' current instead of against it.
- When you enter a check or a bill, QuickBooks can enter the most often used expense accounts.
- Automatically enter recurring transactions.
- Set up a warning when editing some transactions - to save you from the headaches of accidental changes!
- Create a customized spellcheck so QuickBooks stops second-guessing you when you know you're right and provides you with helpful hints when you're not sure!