Figuring out what was best for them was easy, but implementing the solution becomes part superior customer service, part seamless technical execution.
So based on the needs that POWER was soon going to have for managing their finances, I was able to recommend a functional, affordable solution….QuickBooks Online. Second, what they needed was shared access to their data so they could all work together on the same books, at the same time. Why was I happy? First, they had been sending files back and forth between computers, something I always worry about doing with QuickBooks, since data could be lost. So the idea of moving to a different program wasn’t making anyone happy. And in addition to the bookkeeper, the Treasurer was also very comfortable with using QuickBooks for Mac. The Executive Director and even a few Board members know how to run the reports in QuickBooks for Mac, which is important for getting the info they need to write grants. So the issue for POWER is that although they need a new solution, they enjoy the functionality and familiarity of QuickBooks for Mac.
The budgeting team had decided that she was to be replaced by less expensive hardware, and that means no more Mac. Plus the old computer, nicknamed “Gertrude”, was clearly not going to last much longer. The issue is that in-person training, oversight and management will not be an option with the baby coming. In an effort to help the bookkeeper, POWER is looking for someone that can help assist with the books. But now the bookkeeper of many years was about to have a new baby, and keeping up with the books has already been challenging enough lately. They had been so happy with QuickBooks for Mac they hadn’t seen a reason to upgrade since 2009.
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