iBiz Uses My Accounting Cloud to Resolve QuickBooks Issues with Third Part Software (Page 2)


Step-by-Step Methodology

1.Assessed the cause and extent of data damage.
a.Observed customer list damage
b.Found error in third party software logic setup creating duplicate purchase orders and invoices
c.Determined that the number of users in QBES was limiting the third party software’s access to the data,
causing time-outs and data corruption as flows between applications were interrupted
d.Discovered ancillary issues with the client’s internal control process relating to QBES user access rights (all users had full rights to all areas)

2.Restored / Rebuilt data.
a.Identified date of most recent uncorrupted QBES file (cut-off date)
b.Ran re-indexing and advanced utilities
c.Created new QBES Company data file
d.Utilized Beginning Balance Transfer utility to bring forward general ledger account beginning balances as of the cut-off date
e.Converted data to portable file format reducing size from 690 to 138 MB
f.Restored portable company file as of cut-off date
g.Instructed client to re-enter transactions occurring between cut-off date and last date of entry

3.Made specific recommendations to client.
a.Increase efficiency and reduce errors by utilizing third party software—as intended by its developer—making CRM the first point of data entry
b.Lower labor costs by reducing administrative staff
c.Strengthen internal controls by restricting full access and assigning specific rights to users, limiting them to their functional areas

As often happens in the workplace, this example demonstrates that there is not always a single flaw or breakdown that leads to data corruption. To implement an effective, durable solution, multiple issues may require identification and correction.

Although iBiz was initially tasked only with rebuilding and restoring the client’s data, we dug deeper into the systemic roots of the trouble. By diagnosing its multiple causes, we remedied the presenting problem and closed the door on its possible recurrence. (back)