QuickBooks Toolkit

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Manage all aspects of accounting; billing, Financial Statements, general ledger, Cost Accounting, payroll, accounts payable, Accounts Receivable, budgeting, tax compliance, inventory accounting, Cost Accounting, Revenue recognition, and various special analyses.

More Uses of the QuickBooks Toolkit:

  • Prepare weekly and Monthly Reports and KPIs for Finance and Executive Team.

  • Ensure accurate and timely preparation of monthly financial results using the current system QuickBooks.

  • Maintain and balance the general ledger in an accurate, complete, and up to date manner using QuickBooks On Line.

  • Be accountable for planning, directing, and coordinating all accounting operational functions.

  • Assure your business recommends new approaches, policies, and procedures to continually improve the efficiency of your organization and services performed.

  • Develop: work closely with Team Members to coordinate shipping information and timelines.

  • Come manage the Small Business and Self Employed Group as a management of Data Science and Analytics to support a growing part of the QuickBooks Online Ecosystem.

  • Guide: review clients guidelines and other written communication to remain compliant with the various requirements.

  • Warrant that your organization coordinates claim resolution, change reporting, and auditing billing accuracy.

  • Ensure you know when to attempt to solve a problem on your own and when to reach out for help.

  • Identify: external communication with clients, vendors and at times other stakeholders.

  • Be accountable for interpreting, analysing and acting appropriately on reports and Customer Feedback is also an integral part of the role.

  • Ensure you accumulate; lead Support Personnel in planning, development and implementation of Operational Improvement practices.

  • Be accountable for managing accounts payable workflow for a variety of clients.

  • Be accountable for identifying, gathering, analyzing information, while developing alternative solutions to resolve problems related to stores.

  • Control: you are skilled at managing payroll and booking payroll entries.

  • Enter and manage Accounts Receivable and Accounts Payable in QuickBooks in timely and accurate manner.

  • Ensure you coach; lead and create a team of analysts that support QuickBooks Online Platform.

  • Audit: describe the greatest accounting challenge you have faced.

  • Stay up to date with relevant accounting and software Industry Trends.

  • Be accountable for overseeing the majority of the month end close process for accrual basis clients.

  • Systematize: review invoice, verify labor hours with time sheet system.

  • Populate, maintain and update data for assigned clients in your organizations accounting database.

  • Assure your venture complies; QuickBooks management of Accounts Receivable and payable and invoicing.

  • Warrant that your organization leads member of Executive Leadership team to develop innovative ideas for growth and mission.

  • Formulate: consistent, error free work based on defined regulations and standards are key measures of Job Performance success.

  • Be accountable for managing receipt retention and employee expenses for a variety of clients.

  • Identify and implement system Process Improvements, specifically pertaining to QuickBooks integrations.

  • Formulate: monitor and control the execution of all purchase orders ensuring On Time Delivery is met.

  • Steer: you are skilled at performing a monthly close each month.


Save time, empower your teams and effectively upgrade your processes with access to this practical QuickBooks Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any QuickBooks related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated QuickBooks specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the QuickBooks Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which QuickBooks improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Consider your own QuickBooks project, what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?

  2. Do you need different information or graphics?

  3. How will you know when its improved?

  4. How do you verify and develop ideas and innovations?

  5. How do you spread information?

  6. What is measured? Why?

  7. How do you define the solutions' scope?

  8. Do your employees have the opportunity to do what they do best everyday?

  9. How do you improve QuickBooks service perception, and satisfaction?

  10. What is the standard for acceptable QuickBooks performance?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the QuickBooks book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your QuickBooks self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the QuickBooks Self-Assessment and Scorecard you will develop a clear picture of which QuickBooks areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough QuickBooks Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage QuickBooks projects with the 62 implementation resources:

  • 62 step-by-step QuickBooks Project Management Form Templates covering over 1500 QuickBooks project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all QuickBooks project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the QuickBooks Project Team have enough people to execute the QuickBooks Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed QuickBooks Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete QuickBooks Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 QuickBooks project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 QuickBooks project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any QuickBooks project with this in-depth QuickBooks Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose QuickBooks projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in QuickBooks and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make QuickBooks investments work better.

This QuickBooks All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.