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QuickBooks Support

Welcome to our QuickBooks support page at Swensen, Phelan & Associates! As a dedicated accounting firm with a heart for the small business community of Great Falls and Choteau, we understand the importance of reliable and straightforward financial management. QuickBooks can be an excellent tool for keeping your business finances in check, and we’re here to assist you with those routine QuickBooks issues that can often be stumbling blocks to efficiency and productivity.

Overcoming QuickBooks Challenges with Expert Guidance

We understand that even the most robust systems like QuickBooks can bring their share of frustrations. Perhaps you’re baffled by an error message that won’t go away, tangled in the complexities of tax coding, or simply struggling to reconcile your accounts. These challenges can be daunting, especially when they stand in the way of your business operations. That’s where Swensen, Phelan & Associates steps in.

Our experienced team offers a patient ear and a skilled hand to alleviate your QuickBooks headaches, transforming your frustrations into solutions. We provide clear, step-by-step guidance to resolve specific issues, and offer ongoing support to prevent future problems. With us, you’ll spend less time wrestling with software and more time focused on what truly matters—running your business.

Benefits of Using QuickBooks for Your Business

In the dynamic world of small business accounting, QuickBooks stands out as a robust and user-friendly solution that can bring a multitude of benefits to your operations. At Swensen, Phelan & Associates, we pride ourselves on being more than proficient with this software; as a certified QuickBooks ProAdvisor, our expertise is officially recognized. Additionally, we have two team members currently undergoing intensive training, set to achieve their certifications by this summer. Trust us to maximize your QuickBooks experience with our certified know-how and dedicated support.

Streamlined Financial Management

QuickBooks simplifies the core tasks of business accounting. It automates the mundane but necessary chores like tracking sales, expenses, and inventory, freeing up your time so you can concentrate on growing your business. With QuickBooks, all your financial information is in one place, offering a unified view of your business health at a glance.

Ease of Use

Designed with the user in mind, QuickBooks offers an intuitive interface that makes navigation and operation accessible even for those with minimal accounting knowledge. The software guides you through its features, and with our hands-on support, you’ll be mastering your daily accounting tasks in no time.

Invoicing and Payments

QuickBooks enables you to create custom, professional invoices, manage sales and track payments. You can also set up invoice reminders for due payments, helping maintain a steady cash flow. The platform integrates with multiple payment processing tools, allowing you to accept payments online and automatically record these transactions in your books.

Expense Tracking

With QuickBooks, tracking business expenses becomes effortless. You can connect your bank and credit card accounts for automatic downloading and categorizing of transactions, which simplifies the reconciliation process and ensures accuracy in your financial reports.

Tax Preparation

QuickBooks simplifies tax preparation by accurately tracking your income and expenses throughout the year. When tax season rolls around, the software can generate detailed reports that make filing returns much simpler. Furthermore, QuickBooks keeps up with the latest tax laws to help ensure that you’re compliant and maximizing deductions.

Insightful Reporting

Knowledge is power, especially when it comes to business analytics. QuickBooks’ reporting features provide valuable insights into your business trends and financial forecasts. You can customize reports to focus on the information that matters most to you, enabling data-driven decision-making.


As your business grows, QuickBooks grows with you. It’s scalable, offering different versions and features that can be tailored to the size and complexity of your business. From basic bookkeeping to advanced accounting, QuickBooks can adapt to meet your evolving needs.

A Partner in Growth

At Swensen, Phelan & Associates, we’re committed to helping you understand and utilize these benefits. Whether you’re encountering QuickBooks for the first time or looking to improve your current setup, we’re here to offer support and guidance. With QuickBooks as your financial toolkit and our firm at your side, you’re well-equipped to handle the financial journey of your business.

Why Choose Swensen, Phelan & Associates for QuickBooks Support?

Selecting Swensen, Phelan & Associates for QuickBooks support is choosing a partner that values the financial health and success of your business as much as you do. With over 30 years of accounting prowess under our belt, we bring a depth of practical knowledge and personalized care that you won’t find in a simple software tutorial. Our approach is hands-on and client-focused, ensuring that you receive support that is tailored to your business’s unique challenges and goals.

We pride ourselves on being more than just accountants; we’re problem solvers and educators. Our team doesn’t just fix issues—we teach you the ins and outs of QuickBooks, empowering you to operate more independently. Whether you’re setting up QuickBooks for the first time, fine-tuning your financial strategy, or navigating a complex accounting challenge, our support is your advantage. At Swensen, Phelan & Associates, you’re not just adopting an accounting system; you’re gaining a dedicated ally to help your business flourish.

QuickBooks FAQs

Getting started with QuickBooks involves setting up your company file, which includes entering your business information, setting up your bank accounts, and creating a chart of accounts. Swensen, Phelan & Associates offers guided setup services to ensure your QuickBooks is tailored to your business needs from day one.

Yes, QuickBooks has features that allow you to manage and track your inventory. It can help you monitor stock levels, set reorder points, and track the cost of goods sold. Our team can help you utilize these features to keep your inventory organized and integrated with your financial reports.

QuickBooks Online is cloud-based and allows you to access your account anywhere with an internet connection. QuickBooks Desktop is installed on your computer and provides more advanced features suited for in-depth accounting. We can help you decide which version is best for you and provide support for both platforms.

It’s recommended to back up your QuickBooks data regularly, especially after making significant changes. For businesses with daily transactions, a daily backup is advisable. We can assist with setting up automatic backups to protect your data.

Absolutely, QuickBooks offers a payroll feature that can be integrated into your accounting software. It automates tax calculations, payslips, and end-of-year reports. We can support you in setting up and managing your payroll seamlessly within QuickBooks.

QuickBooks offers a variety of support options, including an extensive knowledge base and customer support. For personalized assistance, Swensen, Phelan & Associates provides troubleshooting support to quickly resolve any issues you may encounter.

Yes, QuickBooks has versions designed for non-profits that offer custom reporting and fund tracking tailored to the unique needs of non-profit organizations. We can help non-profits set up and optimize QuickBooks to manage their finances effectively.
To enhance the security of QuickBooks, use complex passwords, enable two-factor authentication, limit user access based on roles, and regularly update your software. Our team can work with you to strengthen your QuickBooks security measures.
QuickBooks simplifies tax preparation by organizing your financial data, making it easier to file taxes or share relevant information with your accountant. We offer expert tax support services to ensure you get the most out of QuickBooks during tax season.

Remember, for the most efficient and personalized QuickBooks support, reach out to Swensen, Phelan & Associates – your dedicated financial partners in Great Falls and Choteau.