QUICKBOOKS SOLUTIONS, AND THEN SOME

Quickbooks solutions are what I signed up for to solve my problem.

My problem?

Being out of date, backward, and silly about accounting practices.

The Solution? Automate, modernize, embrace the vision of that future.

I’m all in, but for . . .

BoomerPdx does not exist to dump on people, places, or things, even if they deserve it.

Online is online forever and who wants a forever link to being a jackass, or a complete jackass.

With that in mind I address problems from a solution-based point of view.

Problem: a former bookkeeper was unable to keep up with the changing landscape of the job.

Solution: a new bookkeeper had the blueprint for a successful transition to full automation of cashflow, of money in and money out.

Quickbooks Solution: automated accounting.

Added Problem: Working with accounting dinosaurs, sometimes called baby boomers.

If you’ve never heard of accounting dinosaurs you’ll notice them in the wild.

Some of their native habits are paying with exact change, writing checks, balancing checkbooks, and more.

Disregard them at your own risk while they finger through their change purse for that extra penny at the coffee drive through.

 

Quickbooks Solutions To The Rescue

Like a responsible user of a ‘new to me product’, I did a trial before green lighting a new process.

The trial didn’t work out when a payment was sent and held.

Instead of a bank to bank transfer through the automated services of quickbooks online, something happened.

What happened?

I called 1-800-558-9558 and asked.

I emailed qbocaresupport@intuit.com.

One of my trusted advisors says to always assume positive intent, which I like quite a bit.

Another advisor gives reminders of using better business practices.

 

1. Ensuring that personnel have required knowledge, experience and training to perform their duties, and are cross-trained for critical functions.

2. Structuring the organization to facilitate the flow of information upstream, downstream and across all activities.

 

About That Better Business

My exchanges with customer service online and on the phone feel like I’ve made more progress with my quickbooks solutions than others.

I’ve gone from an inquiry, to a case number, a canceled case, a new department, a new case number, and what’s called a case boost, an escalation of the process, in refunding money from a failed trial.

Without bitterness or acrimony, because I’ve trained myself properly, I ask for my refund from an accounting service.

I’m trained in sports, in coaching, in the Army, in college, on the job, in marriage, as a father, and a grandfather.

I’m not asking for a donation, a gift, or a jackpot, just the money sent through their channels.

Somewhere along the way it took a wrong turn.

If an accounting service is one thing, and only one, it’s being accountable.

All I’m asking is for accountability, and the $2746.71 cents that is held.

I’m calm, I’m reasonable, and I’ll wait while you finger through your coin purse for that last penny.

If, at the six month refund promise policy you include the interest I lost on the money in your holding pattern, that would be nice.

Come on Quickbooks, do better.