enter the opening balances for A/R and A/P, opening balances and quantities for inventory and.import the lists (chart of accounts, vendors, customers and internal sales reps).My major tasks, after creating a skeleton QuickBooks Enterprise data file with appropriate company preferences (such as turning on account numbers) and sales tax items, were to: Given the number of customers the company wanted to preserve (yes, they wanted to keep all of them), it was obvious that this was a job for QuickBooks ® Enterprise Solutions. Obviously, there’s a lot more to this story, but you get the picture. That’s why their customer list was long and was going to grow at a crazy pace as time went on. Remember, promotional products companies have many customers who order once, and may/may not ever order again. For example, the company had almost 20,000 customers. The company needed to bring its accounting system into this millennium, but there were many lists and balances to bring over to a new system. The resulting backlog and errors were downright scary. It wasn’t just one system more accurately, it was a mishmash of several disjointed systems, including an old software package that no one could figure, manual records and Excel. Some time ago, I was approached regarding a promotional products company that was using an antiquated accounting and ordering system.
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