Ramona, Comptroller at Haas, was seeking an easier way to share the budget to actual comparisons with her 15 users.
She and Elizabeth, Staff Accountant at Haas, would spend hours creating excel reports each week from QB data by parsing out the data for each of their 15 users so they would only see the accounts relevant to that user.
They also needed a way to keep track of how much of the budget had been used YTD.
First we cleaned up the Chart of Accounts as well as set up the class codes properly in QuickBooks.
We set up user permissions and worked with the client to provide custom training on exporting from QuickBooks into our software and provided a distribution system so users could see their Actuals to Budget reports in excel via a download link emailed to them from Budgyt.
The implementation process took several weeks from start to finish as we had to organize the data properly in Quickbooks first. But after that it took a couple of days to implement including training all users on using and maintaining the program.
what we delivered:
2-3 Hour set-up and 2 hours of training per user to learn new system.
Each user saved 2-3 hours of work per week.
""Now we no longer have to generate reports in Quickbooks and send them to users so that they can parse the data."
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