RCLS: Business Services: Consultation Services

A value of $65 per hour, free to member library staff.

What can the RCLS QuickBooks (QB) Consultant help you with?

1. Creating purchase orders
2. Setting up bill payments
3. Reconciling bank statements
4. Developing financial reports
5. Invoicing
6. Preparing deposits
7. Budgeting basics in QB

What will not be covered by the RCLS QuickBooks Consultant?

1. Initial QB set up
2. Software malfunctions
3. Bookkeeping duties for your library

How do I access the RCLS QuickBooks Consultant?

The RCLS QB consultant is available to member library staff only by appointment. Please use the link below to access the consultant’s availability. Appointments will be scheduled in one-hour intervals.

What do I need before my appointment?

1. Desktop QB software
   1. If QB is running on an unsupported out of date version, it must be upgraded prior to making an appointment
2. Credentials to access the library’s QB account
3. Documents needed to accomplish tasks with the consultant
4. Ability to use Microsoft Teams or TeamViewer (TeamViewer is currently installed on all RCLS-supported computers and is available to download on unsupported computers at the TeamViewer website)

If I need additional help, where do I go?

1. For Software malfunctions and issues, please contact QuickBooks Product support at https://quickbooks.intuit.com/learn-support/help/en-us/contact-us
2. For other usage, advanced inquiries, or to set-up QuickBooks at your library, please contact RCLS Chief Financial Officer, Stephen Hoefer to schedule an on-site visit.

A value of $250 per hour, free to member library staff.