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Tag: Accounting Systems Implementation

Winged Disc Technologies - QuickBooks Credit Card Processing Grows Businesses

QuickBooks Credit Card Processing

Why QuickBooks Credit Card Processing?

QuickBooks Credit Card Processing Grows Businesses –

Credit Card and Bank Transfer Payments – Including Mobile.

Winged Disc Technologies provides fast, convenient and competitive credit card processing. QuickBooks Credit Card Processing streamlines business processes. Instead of adding extra tasks to the workday – integrating credit card processing with QuickBooks reduces the added work of business expansion.

Charge more than $7,500 per month?
Call us today at 800-403-1265 to save up to 40% on rates.

Winged Disc Technologies - QuickBooks Credit Card Processing Grows Businesses

Track invoices and get paid, automatically.
Get paid 2x faster by accepting payments in QuickBooks.

• Save Time – lots of time!
• Save time for your customers! Customers will no longer have to snail-mail checks.
• Accept credit card payments from the QuickBooks invoice.
• Payments are then automatically matched with invoices.
• No more manual entry of payments!

Accept Mobile Payments

• Have a business on the go? Accept credit cards anywhere.
• Never miss a sale with QuickBooks mobile credit card reader.
• Use QuickBooks to track sales, accept credit cards, and manage inventory.
• For new QuickBooks Customers: QuickBooks Online account needed to get QuickBooks Payments and Checking.
Contact Winged Disc Technologies for assistance.

Accept Online Payments

• Sell products or services online?
• Accept credit card payments from your website.
• Use QuickBooks to track sales, accept credit cards, and manage inventory.
Contact Winged Disc Technologies for assistance.

Accepting Payments with QuickBooks

Winged Disc Technologies - QuickBooks Credit Card Processing
Winged Disc Technologies - QuickBooks Credit Card Processing Options
Winged Disc Technologies - QuickBooks Credit Card Processing Real Time Capture
 

Charge more than $7,500 per month?
Call us today at 800-403-1265 to save up to 40% on rates.

Ready to Get Started? Or, Need More Info?

Contact Winged Disc Technologies

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Winged Disk Technologies - Quickbooks Expert Setup

QuickBooks Implementation Services

QuickBooks Implementation Services
Haiden Turner Certified QuickBooks ProAdvisor
Home » Accounting Systems Implementation

QuickBooks Implementation Services

Winged Disc Technologies - QuickBooks Experts logo

We solve QuickBooks challenges:
from new installs to growth and complex expansions.

Implement QuickBooks the right way from day one.

Winged Disc Technologies provides expert QuickBooks implementation services designed to help businesses start with the correct system, avoid costly mistakes, and build a scalable accounting foundation.

Whether you’re setting up QuickBooks for the first time or reconfiguring it after years of issues, we ensure your system is configured to reflect how your business actually operates.

New QuickBooks Implementations and Re-Implementations

Whether you’re starting fresh or fixing an existing system, we can help.

We work with:

  • ▪ New businesses launching QuickBooks for the first time
  • ▪ Companies replacing spreadsheets or legacy systems
  • ▪ Businesses re-implementing QuickBooks after years of issues
  • ▪ Organizations preparing for growth, inventory expansion, or system integrations

Ready to Improve Your Business Processes?
Get a Personal Consultation

Winged Disc Technologies will analyze your workflow, identify inefficiencies, and develop a clear plan to improve it.

Schedule a Consultation Today

Why Proper QuickBooks Implementation Matters

QuickBooks is a powerful accounting platform – but only when it’s implemented correctly. Many businesses struggle not because QuickBooks is the wrong tool, but because it was set up without a clear understanding of workflows, inventory needs, reporting requirements, or future growth.

An improper implementation can lead to:

  • ▪ Inaccurate financial reports
  • ▪ Inventory discrepancies
  • ▪ Workflow inefficiencies
  • ▪ Integration failures
  • ▪ Costly migrations or rebuilds later

Our QuickBooks implementation process eliminates these risks by starting with strategy – not shortcuts.

Choosing the Right QuickBooks Product

One of the most critical parts of implementation is selecting the correct QuickBooks product.

Some businesses require the advanced functionality of QuickBooks Enterprise, while others are best served by QuickBooks Online.

We evaluate critically important details:

  • ▪ Transaction volume & data size
  • ▪ Inventory complexity
  • ▪ Number of users and roles
  • ▪ Reporting & compliance needs
  • ▪ Integration requirements
       (including add-ons & Cin7)
  • ▪ Growth and scalability plans

Implement the right QuickBooks for your business from day one.

What Our QuickBooks Implementation Services Include

For proper use and future growth, there is no ‘cookie-cutter’ installation for all QuickBooks users.

Each QuickBooks implementation from Winged Disc Technologies is unique to your business.

Our installs typically include:

  • System Planning & Architecture

    ▪ Business workflow assessment
    ▪ Product and licensing recommendations
    ▪ Integration planning
    (inventory, POS, CRM, e-commerce)
  • QuickBooks Setup & Configuration

    ▪ Initial QuickBooks installation
    ▪ Chart of accounts design
    ▪ Inventory configuration (if applicable)
    ▪ User roles, permissions, and access control
    ▪ Sales tax and compliance setup
  • Inventory & Integration Readiness

    ▪ Planning for inventory-heavy businesses
    ▪ Preparation for Cin7 inventory management integration
    ▪ Data flow mapping between systems
    ▪ Error prevention and reconciliation planning
  • Reporting & Controls

    ▪ Financial and management reporting setup
    ▪ Job costing or class tracking (when needed)
    ▪ Audit trails and internal controls
Winged Disk Technologies - Quickbooks Custom Inventory Solutions

QuickBooks Implementation for Inventory-Driven Businesses

Businesses with inventory have unique requirements that basic setups often fail to address. 

For businesses that outgrow QuickBooks’ native inventory tools, we design implementations that enable the integration of Cin7 inventory management—without disrupting accounting workflows.

We specialize in implementations that support:

  • ▪ Multi-location inventory
  • ▪ Assemblies and complex items
  • ▪ Accurate costing and valuation
  • ▪ Inventory-to-accounting synchronization

Remote and On-Site Implementation Services

Winged Disc Technologies provides remote QuickBooks implementation services nationwide, with on-site options available when appropriate.

Secure screen sharing allows us to deliver hands-on setup, training, and troubleshooting regardless of location.

Set Up QuickBooks with Confidence

A proper QuickBooks implementation saves time, reduces errors, and prevents expensive rework down the road. With expert planning and experienced execution, your accounting system becomes a reliable tool – not a daily frustration.

Schedule a QuickBooks Implementation Consultation Today
Call 469-621-2930

Winged Disc Technologies - QuickBooks Consulting QuickBooks Advanced Certified ProAdvisor

QuickBooks Implementation Services FAQs

  • How can I avoid making the wrong QuickBooks decision?

    The best way to avoid costly mistakes is to consult with our experienced QuickBooks professional Haiden Turner. With 20+ years of QuickBooks experience, he understands accounting workflows, inventory requirements, and system scalability. A short planning session can prevent years of inefficiency and rework.

  • Why is it absolutely critical to choose the right QuickBooks product from the beginning (Online vs. Enterprise)?

    Choosing the wrong QuickBooks version can result in costly migrations, data cleanup, workflow disruption, and staff retraining later. Starting with the correct platform ensures your accounting, inventory, and integrations can scale smoothly as your business grows – saving significant time and money.

  • How do I know whether QuickBooks Online or QuickBooks Enterprise is right for my business?

    The decision depends on transaction volume, inventory complexity, number of users, reporting requirements, and future growth plans. A professional consultation with Haiden Turner at Winged Disc Technologies evaluates these factors. He then recommends the appropriate QuickBooks platform before implementation.

  • What happens if a business outgrows QuickBooks Online?

    If a business outgrows QuickBooks Online, it may require an upgrade to QuickBooks Enterprise or a full system migration. This process can be time-consuming and expensive if not planned early. This is why selecting the right QuickBooks product from day one is so important.

  • Is QuickBooks Enterprise only for large companies?

    No. QuickBooks Enterprise is often the best choice for small and mid-sized businesses with complex inventory, higher transaction volume, advanced reporting needs, or multiple users. Size matters less than operational complexity.

  • Why do inventory-heavy businesses often need QuickBooks Enterprise instead of Online?

    Inventory-heavy businesses often require advanced features such as assemblies, detailed costing, multi-location inventory tracking, and stronger reporting controls. These capabilities are better supported in QuickBooks Enterprise.

  • Can choosing the wrong QuickBooks version affect integrations like Cin7?

    Yes. Some integrations require specific QuickBooks capabilities to function properly. Choosing the wrong QuickBooks version can limit integration options or cause ongoing sync and reporting issues, increasing long-term costs.

  • Can you help businesses switch between QuickBooks Online and Enterprise if needed?

    Yes. We assist with QuickBooks migrations and upgrades. However, these projects often involve data cleanup, validation, and workflow rebuilding. Proper product selection at the outset helps avoid disruptive and costly transitions.

Ready to Choose the Right QuickBooks Solution?

Choosing the wrong QuickBooks product can lead to reporting limitations, inventory workarounds, and costly re-implementation. Choosing correctly from the beginning gives your business clarity, control, and room to grow.

Winged Disc Technologies helps businesses evaluate QuickBooks Online vs QuickBooks Enterprise, design the right system architecture, and implement it properly the first time.

Start With Clarity – Not a Rebuild

If your business is experiencing growth, inventory complexity, or reporting challenges, now is the right time to talk with a Winged Disc Technologies QuickBooks expert before problems compound.

Schedule a QuickBooks Consultation
No pressure. No sales pitch. Just expert guidance based on how your business actually operates.

📞 Call 469-621-2930 To Schedule a Consultation
📍 Serving Dallas–Fort Worth and businesses nationwide

Choose once. Choose correctly. Build for growth.

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Winged Disk Technologies - Quickbooks Custom Inventory Solutions

QuickBooks Custom Inventory Solution – Price Levels

QuickBooks Data File Diagnosis and Data Conversion

Winged Disk Technologies - Quickbooks Custom Inventory Solutions

Winged Disc Technologies was recently called in for consultation to solve an urgent business issue: How to correctly set up QuickBooks Price Levels in a large inventory system with multi-level pricing.

This is a situation in which QuickBooks Data Conversion more than pays for itself.

Insightful Accountant Top 100 ProAdvisor 2023

Problem: QuickBooks Price Level Setup

A large product inventory needing QuickBooks data file diagnosis and mass data conversion.

Our client had their prices for inventory items in QuickBooks at a mark-up of 40% above cost. But they were seeing in financial reports that this was not actually being applied in the way they had intended.

In addition, the client needed to give certain customers different pricing, which is possible in QuickBooks using Price Levels. However, our client did not know how to use this feature correctly.

A huge list of different price levels had been assigned to customers in an un-managed fashion in QuickBooks. The pricing being given to customers was unpredictable, not logical and all over the board.

Setting Price Levels in QuickBooks is a powerful feature; and can have far-reaching results. If not applied correctly, reports will not balance.

Solution: Quickbooks Custom Inventory Pricing

  1. We took our client’s QuickBooks company data file and moved it on to our secure server where we have QuickBooks tools, like QODBC. Using these powerful tools, we can make mass changes in QuickBooks files. We ran an update query in Microsoft Access using QODBC to change the inventory item prices to be 140% of the QuickBooks calculated average cost of the items; rounding the prices to the nearest $.01.
 
  1. Then we set up price levels that will give the ability to assign pricing with a mark-up of 35%, 30%, 25%, 20%, 15%, 10%, or 5% above cost. This required a calculation of the percentage decrease in price that would be needed to reduce the base price of cost – plus 40% to the desired percentage mark-up  (e.g. 1.25 is derived by reducing  1.40 by 10.71%).
 
  1. Our client now had a list of the customers that exported out of QuickBooks; and they set the appropriate price level for each customer.
 
  1. We used this data over the following weekend (because this type of operation can’t be done during business hours) to update our client’s QuickBooks to the new corrected settings; by updating the price levels assigned to each customer.

Quickbooks Custom Inventory Pricing Project: Result

Our client now has specific and unique pricing for each customer. Once assigned to a customer, the mark-up pricing is automatically calculated and correctly distributed throughout the entire accounting system.

All financial reports are correct and balance.

Happy business – and business customers who are very happy to receive instant correct pricing and billing!

Need Help Integrating Inventory Management in QuickBooks?

Contact Us

Business Inventory Challenges

Effective inventory management is critical to the business profitability and growth. Inventory is also one of the most challenging processes to set up correctly in QuickBooks Enterprise and other consumer accounting solutions.

  1. Knowing Your Inventory – According to IBM, 79% of supply chain officers report that lack of visibility has a significant impact on supply chains.
  2. Inefficient Processes – Many inventory management systems are built on – or rely on – dated software or manual processes.
  3. Customer Demand – Customers needs are changing daily and businesses are looking to their distributors to allow for flexibility in orders.

Research shows inventory management can be a time-consuming and painful process for businesses. 

  • Sixty-seven percent of small businesses have to manage multiple points in their supply chain, such as different vendors and service providers, and 48 percent manage three or more points.

The top five challenges facing small businesses in managing their inventory include:

  1. Spending too much time manually counting inventory – 27 percent.
  2. Finding time to create a system to track inventory – 27 percent.
  3. Connecting sales and payments channels with inventory – 21 percent.
  4. Determining what tools exist, how much they cost and how to use them –18 percent.
  5. Not having a central dashboard that shows the status of inventory – 16 percent.

The research was conducted by Qualtrics and is based on 1,000 interviews held Oct. 16-26. The research was completed online among respondents who are either owners or managers of U.S. small businesses, or self-employed individuals.

Business Process Management

Intuit QuickBooks Enterprise Solutions is the right solution to help you increase the efficiency of your large business.

• Incredibly easy to use
• Fast to implement
• Very cost-effective
• Need QuickBooks Custom Reporting or QuickBooks Payroll, QuickBooks Custom Payments or Custom Inventory Solutions?
QuickBooks custom programming, QuickBooks custom report generation or QuickBooks application integrations – Contact Us

Questions? We Have Answers and Solutions

Contact Winged Disc Technologies

Winged Disc Technologies – Certifications

Winged-Disc-Technologies-Advanced-Certified-QuickBooks-ProAdvisor

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Top QuickBooks ProAdvisors 2017, Insightful Accountant

Haiden Turner 2017 Top QuickBooks ProAdvisor, Integrations

Insightful Accountant Names Top QuickBooks ProAdvisors of the Year

Insightful Accountant Names 2017 Top QuickBooks ProAdvisors of the Year

2017-2023 Top QuickBooks ProAdvisor, Integrations Category

Haiden Turner

“I am very honored to be included in the Top 100 ProAdvisors again – along with the other outstanding professionals who make up the list.”
Haiden Turner, Winged Disc Technologies

Each year, Intuitive Accountant embarks on an exhaustive search to identify the industry’s leading QuickBooks ProAdvisors. Intuitive Accountant congratulates everyone who made this year’s list!

The long wait is over – Intuitive Accountant announced the Top 100 QuickBooks ProAdvisors for 2017 during one of the Main Stage Events at the Scaling New Heights conference in Orlando, Fla. In a room packed full of some of our industry’s leading accounting professionals, Insightful Accountant took center stage to announce its Categorical Winners.


Top QuickBooks ProAdvisors 2017, Insightful Accountant


June 8, 2017 | Dallas, TX

Winged Disc Technologies Managing Director HAIDEN TURNER
RECEIVES 2017 TOP 100 QUICKBOOKS PROADVISORS AWARD

 Winged Disc Technologies is pleased to announce that Haiden Turner has been named a 2017 Top 100 QUICKBOOKS PROADVISOR by Insightful Accountant.

Insightful Accountant is an independent news and information source written specifically for the small business advisor who needs to stay current on the latest news and offerings in accounting technology; including updates from Intuit, Xero, Sage and the hundreds of Add On products serving the small business.

The 2017 Top 100 QUICKBOOKS PROADVISOR list recognizes the leading consultants who have embraced the QuickBooks ProAdvisor program and have leveraged it in order to better serve their clients and grow their own business.

“We’d like to congratulate everyone who made this year’s list,” said Insightful Accountant Senior Technical Editor, William “Murph” Murphy. “We had several new people join the ranks this year.”

“I am very honored to be included in the Top 100 ProAdvisors again along with the
other outstanding professionals who make up the list.”
Haiden Turner, Winged Disc Technologies

“This is the fourth year of our PROADVISOR awards,” said Insightful Accountant Publisher and Managing Partner, Gary DeHart. “Each year the competition continues to grow and we appreciate the hard work and efforts of all of our winners.”


Haiden Turner, Dallas Certified QuickBooks Advanced ProAdvisor since 1999

Haiden Turner QuickBooks Online Advanced Certified ExpertQuickBooks Certified Expert:
QuickBooks Online
(ADVANCED)
Haiden Turner QuickBooks Certified Expert, Desktop AdvancedQuickBooks Certified Expert:
QuickBooks Desktop
(ADVANCED)
Haiden Turner QuickBooks Certified Expert, QuickBooks EnterpriseQuickBooks Certified Expert:
QuickBooks Enterprise
Haiden Turner QuickBooks Certified Expert, QuickBooks Point of SaleQuickBooks Certified Expert:
QuickBooks Point of

Haiden Turner: Advanced Certified QuickBooks ProAdvisor

Haiden became a QuickBooks ProAdvisor in 1997 when Intuit, the maker of QuickBooks, started their ProAdvisor program.

18 Years Experience Certified QuickBooks ProAdvisor

Haiden Turner is the Managing Director of Winged Disc Technologies. Mr. Turner has an extensive background in taxes and QuickBooks.

Haiden uses his extensive knowledge to assist clients as an Advanced Certified QuickBooks ProAdvisor.

I help QuickBooks users solve complicated issues they face in loading and modifying data, QuickBooks custom reporting, custom interfaces, business process automation involving several software packages, and more.

I know that almost every organization has unique challenges and special needs. I carefully listen to you to understand what you need – and then I apply the many years of experience I have in accounting, business, information technology, and QuickBooks to get you the solution, or solutions – that are the best and represent the best value to you.

I help you get the most out your QuickBooks system by getting it set-up correctly from the beginning; or later, if wasn’t done right in the beginning. I use the functionality of QuickBooks to the greatest degree – taking advantage of QuickBooks Add-ons and integrated applications that extend the capabilities of QuickBooks.

At Winged Disc Technologies, we analyze and report on your data to gain greater insight into your operations. We can automate manual processes to reduce entry time, eliminate double entry and reduce the possibility of errors.

Contact Winged Disc Technologies

Winged Disc Technologies, based in Dallas TX, provides QuickBooks Integrations, QuickBooks Consulting, QuickBooks Custom Programming, business process management services and consulting to clients in the Dallas-Fort Worth area and nationwide.

Contact Us

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QuickBooks Enterprise Solutions Conversion – Case Study
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Winged Disc Technologies - Dallas QuickBooks Expert Solutions - Haiden Turner QuickBooks Advanced solution Provider

Certified QuickBooks Advanced ProAdvisor, Dallas

Haiden Turner
Certified QuickBooks ProAdvisor in Dallas
Dallas Fort Worth and the U.S.
Home » Accounting Systems Implementation

Haiden Turner, Advanced Certified QuickBooks ProAdvisor in Dallas

Expert QuickBooks guidance from a QuickBooks professional with 25+ years of experience.

Haiden Turner, owner of Winged Disc Technologies, is an Advanced Certified QuickBooks ProAdvisor with more than two decades of hands-on experience helping businesses implement, fix, and scale their QuickBooks systems.

Based in the Dallas–Fort Worth area and working nationally, Haiden provides trusted QuickBooks consulting to businesses that want accuracy, stability, and long-term scalability from their accounting systems.

You can view Haiden’s official ProAdvisor profile directly through Intuit: 
https://proadvisor.intuit.com/app/accountant/search?searchId=haiden-turner

QuickBooks Solution Provider

What It Means to Work with an Advanced Certified QuickBooks ProAdvisor

An Advanced Certified QuickBooks ProAdvisor is trained, tested, and recognized by Intuit for proficiency in QuickBooks products. More importantly, an experienced ProAdvisor understands how QuickBooks must be configured to support real business operations – not just textbook accounting.

Working with Haiden Turner means you receive:

▪ Expert guidance on QuickBooks Online vs. QuickBooks Enterprise
▪ Correct system setup from the start
▪ Practical workflow and inventory insight
▪ Solutions based on real-world business experience—not trial and error

Choosing the Right QuickBooks Product Is Critical

One of the most important decisions a business can make is choosing the correct QuickBooks product from the beginning.

Some businesses operate efficiently with QuickBooks Online, while others require the advanced functionality of QuickBooks Enterprise. This especially applies when inventory, transaction volume, reporting, or user access becomes more complex.

Choosing the wrong QuickBooks version can result in:

▪ Costly migrations later
▪ Data cleanup and reporting problems
▪ Integration limitations
▪ Workflow disruption

Haiden provides one-on-one consultations to ensure businesses select the right QuickBooks platform before time and money are wasted.

Ready to Add or Improve QuickBooks?
Get a Personal Consultation

Winged Disc Technologies will analyze your workflow, identify inefficiencies, and develop a clear plan to improve it.

Schedule a Consultation Today

QuickBooks Services Provided by Haiden Turner

Through Winged Disc Technologies, Haiden Turner provides a full range of QuickBooks services, including:

  • ▪ QuickBooks product consultation and planning
  • ▪ New QuickBooks installations
  • ▪ File repair, rebuilds, and cleanup
  • ▪ Migrations and upgrades
  • ▪ Inventory workflow optimization
  • ▪ Integration planning with business systems
  • ▪ Ongoing advisory and support

Each project is custom-designed to the client’s operational needs and growth goals.

Remote File Repair Services Available Nationwide

Winged Disc Technologies provides remote QuickBooks File Repair services using secure screen-sharing tools.

This allows us to diagnose and resolve issues efficiently, regardless of your location.

On-site support may be available depending on project scope.

Work with a Certified QuickBooks ProAdvisor
You Can Trust

QuickBooks is a powerful tool, but only when it’s implemented and managed correctly.

Working with an experienced, certified QuickBooks professional helps prevent costly mistakes and ensures your accounting system supports your business – not the other way around.

Based in Dallas, Texas
Serving North Texas and the U.S.

Schedule a QuickBooks Consultation with Haiden Turner
Call 469-621-2930

Winged Disc Technologies provides QuickBooks Consulting and business process management consulting to businesses in the Dallas and North Texas area; and across the U.S. Whether you’re currently using QuickBooks and need consulting services, are looking to buy QuickBooks, or need growth assistance – we can help.

About Winged Disc Technologies

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