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Home >> Case Studies CaseStudy A private school in the heart of Vancouver chose QuickBooks Enterprise (“QBES”) because of recommendations from senior business advisors. The school used Sage 300 but found that report customization was limited and difficult. The solution was to create a new Chart of Accounts in QBES and utilize the “class” function to assist fund accounting. QBES

Home >> Case Studies CaseStudy A private pet food manufacturing business chose QuickBooks Enterprise because of its robust inventory management module. The company had used the file beyond its optimal limit and after a regular backup and rebuild, the Quickbooks file instantly became unstable, with financial statements not balancing.  The solution to fix the Quickbooks corrupt file was a surgical

The business had over 15,000 invoicing and purchase orders on another accounting system but the transactions were not reliable and were insufficient to produce financial statements.

Management wanted a way to quickly take several years of data and put it into a reliable accounting system…

Every week, a management report showing new and current job progress was manually created by a staff member.

This involved copy and pasting data from a construction management system into an Excel template, then rearranging to management’s spec.

It was a frustrating repetitive task and often resulted in errors copying and pasting the exported data…

The company was using a dashboard for monthly executive reviews, but updates were too labour intensive and prone to errors.

The chart of accounts and dashboard designs change during they year to adapt to strategic updates, and they wanted a solution to adapt to these situations…

QuickBooks could not export data into a format that’s easily organized into their evolving dashboard. Each strategic update meant manually updating the original dashboard, finding and updating multiple static formulas, a process that took several hours to a whole day.