a. Server Based
b. Remote access
c. Application Service Providers (ASP)
d. Online QuickBooks
Server
Based
1. You Send us the Source Docs -
You Scan the Documents & upload to a secure server
OR e-mail them to our mail box
2. We update your books - We
update your books the same night. You will have to
provide us a back up copy of your books –
(QuickBooks back up)
3. We give you the Updated Books -
We mail the updated books to your e-mail or load
them on to a secure server. You come to office the
next morning and download the updated books from
the server to your computer.
Remote
access
1. You Send us the Source Docs -
You Scan the Documents & upload to a secure
server, e-mail them to our mail box or place it in
your computer for our access.
2. We Connect to Your Computer via
internet securely- We connect to your computer
using a remote desktop access service like
GoToMyPC.com or Secure VPN
3. We Update the Books and logout
- You come to office the next morning and find the
books updated on your computer!
Application Service Providers:
1. You Send us the Source Docs -
You Scan the Documents & upload to an ASP secure
server.
2. We Use the ASP server software
- We login to ASP server. (e.g. personable.com /
cpaasp.com) and update the books
3. We Update the Books and logout
- You login to the online accounting software via
internet whenever you need - 24x7 - and see the
updated books. This is more cost effective and
secure system which we can also adopt. There are
ASPs which provides online accounting on a Virtual
Desktop atmosphere.
Online
QuickBooks:
Similar to ASPs,
but we can use only online QuickBooks; no other
application programs will be available. (www.accounting.quickbooks.com)
This has a disadvantage that presently they do not
provide the inventory feature. So in case we
intend to maintain inventory, this will not be
suitable. Cost about $ 20.00 per month.
Procedures
Transferring of Source documents:
Documents that are to be scanned & transmitted:
1. Purchase Invoices
2. Check Stubs which includes all payments.
3. Daily consolidated sales report – if any
(or we take all bank deposits as sales)
4. Statement of credit card.
5. Bank statements.
With data in a secured and centralized environment, all
users are able to access the data as & when they need.
Business with multiple locations can all work in real-time
on a single set of books which can be reviewed from any
location.
It's a true multi-user system, that provides all the same
functionality of a local network.
Head offices, Branches, Sales offices, Production Centres,
Accountants, Internal & Statutory Auditors etc., can all
work on the system at the same time with different levels of
password.
