Winged Disc Technologies Services

Winged Disc Technologies is a Dallas QuickBooks and Microsoft business process management and technology services firm; founded in 2003. We are a QuickBooks® Certified ProAdvisor since 1999 and a Microsoft Partner organization.

We provide QuickBooks custom programming, Microsoft small business solutions, QuickBooks and Microsoft products custom report generation, QuickBooks consulting, business process management consulting and IT services and products to businesses in the Dallas and North Texas area; and across the US.

Winged Disc Technologies incorporates Intuit QuickBooks Business Management Solutions, Microsoft Small Business Solutions, Network Security, Total IT Solution and Business Process Management Consulting to provide a single point of contact to manage your business needs.

Haiden Turner is the Managing Director of Winged Disc Technologies. Coming from a strong accounting and tax background, Mr. Turner has been working in the field for 20+ years.

Winged Disc Technologies focus is on Intuit QuickBooks

• QuickBooks Pro, Premier and Enterprise
• QuickBooks Point of Sale
• Intuit Payment Solutions, Payroll, and QuickBase.

The QuickBooks “ecosystem” of third party integrated applications, utilities, and other add-ons is also part of the Winged Disc Technologies domain of expertise.

Winged Disc Technologies supports and recommends QuickBooks related products providing solutions in the following areas:

• Inventory Management – Acctivate, QStock, and WASP
• Checks and Business Forms – PrintBoss and ChecksForLess
• Time and Expense Management – Concur, SpringAhead, Lathem, and QCommision
• Reporting & Integration Tools – QQube and QODBC
• Ecommerce – T-Hub, HighJump TrueCommerce EDI, and Webgility
• Hosting – Right Networks, Unidata, and NovelAspect
• Document Management – SourceLink, SmartVault and Personable
• Avalara Sales Tax Products
• Fishbowl Inventory

Specialized Business Management Solutions

Winged Disc Technologies also works with other specialized products including Method CRM, Invest for Excel from DataPartner, Corrigo’s Field Service Management ES, and Corelytics.

Winged Disc Technologies Professional Services

Beyond the products described above, Winged Disc Technologies performs professional services in the following areas:

Accounting System Implementations – When a business migrates to a new accounting system (usually QuickBooks Enterprise Solutions) Winged Disc manages and performs the implementation project using a controlled process developed through years of experience that rigorously insures that all aspects of the project are carefully planned and executed on a timeline that will result in as little amount of down time as possible for the business together will accurate data in the new system. Winged Disc Technologies carefully designs the new system’s features to meet the needs of the business and incorporates add-on products and custom integration to solve for unique requirements. The users of the new systems are thoroughly trained by Winged Disc and are then supported going forward.

Winged Disc Technologies has successfully migrated users to  QuickBooks Enterprise Solutions from a variety of other accounting programs, including Microsoft Dynamics GP, Sage MAS 90/200, Epicor Visa, and even SAP. Businesses that have been migrated by Winged Disc span a variety of industries, including construction, services, but have been heavily concentrated in inventory-intensive operations such as wholesale distributors and manufacturers.

Many implementations include Winged Disc Technologies providing advice and sourcing for new or replacement servers, desktop computers, and network components. Since Inuit supports QuickBooks Enterprise Solutions as a Remote Desktop Server application the Firm has performed implementations in this type of configuration to address client’s needs for remote workers, Macintosh computers at the desktops, or where aging desktop computers do not have the necessary resources to run QuickBooks Enterprise Solutions locally.

In addition to full accounting system implementations Winged Disc Technologies performs implementations of QuickBooks Point of Sale for retail businesses in single and multiple store configurations. Typically these projects involve POS hardware (cash drawers, bar code readers, etc.) and retail hardened PCs together with the POS software provided as a turn-key engagement consisting of set-up and testing, installation, and training for the users. In many cases the POS software is integrated to QuickBooks as the back office accounting component for a complete accounting solution for the retailer.

Custom Systems Integration – Many businesses to have needs so specific and unique that no packaged accounting solution like QuickBooks can be tweaked, or “worked around,” enough to be sufficient. Winged Disc has many years of experience carefully listening to then be able to see solutions that can be built (primarily using Microsoft Access and QODBC) to handle these special needs. Winged Disc creates “Apps” for relatively small, single purpose, integrations, or full blown Applications to handle more elaborate requirements.

Custom Reporting – In a similar vein to the custom systems integration described above, reports are needed that cannot be produced using built in reports and report customizing features in QuickBooks.

Winged Disc Technologies builds custom reports using Microsoft Access and SAP Crystal Reports by accessing the underlying data with the QODBC driver or the QQube data extraction tool.

Custom Systems Integration and Reporting Projects

A few examples of the custom systems integration and reporting projects Winged Disc Technologies has successfully completed include:

• Microsoft Access report of sales from QuickBooks by sales rep, by customer, by product showing pounds and dollars sold for the current month versus the prior year same month and current year-to-date versus prior year year-to-date with the percentage change in dollars and pounds.
• Microsoft Access application to handle a C.O.D. check factoring process by using data from another system to record in QuickBooks payables to the vendors, receivables from the debtors, and fees earned, producing batching processing reports and monthly vendor summary reports, and much more.
• Microsoft Access application to handle a consumer products distributor’s shipping process by joining together invoicing information with external product data (weights and dimensions), splitting apart invoice lines with quantities greater than one so that separate shipping data can be tracked for each piece, transferring the information to the FedEx Shipping Manger application, and then writing the tracking numbers back onto the related invoice in QuickBooks.
• SAP Crystal Report together with a Microsoft Access app to first gather invoice data from QuickBooks then combine it with invoice data from the client’s prior systems (Sage MAS 200) and ultimately produce a report by sale rep of the last (most recent by date) sale made for each customer together with current and prior year-to-date sales per customer.
• Microsoft Access app to handle a church’s tithe/giving reporting to members that brings together invoices for annual tithe amounts, payments received on the tithes, and sales receipts representing offering plate and other miscellaneous contributions all on a single statement.
• Microsoft Access app to handle a clothing distributor’s sales commission calculations by generating a report reflecting only fully collected sales of specific items and allowing for commission rates to be set individually for the sales rep.
• Microsoft Access application to handle a family office’s accounting and investment holdings management by tracking over 100 entities (people, limited partnerships, corporations, trusts, etc.), the investments that they might hold, and the combinations of an entity with an investment held (making a unique “holding”), recording cost basis and fair market values of the holdings, posting journal entries into QuickBooks® to reflect mark-to-market accounting, producing holdings reports, customized stand-alone and consolidated financial statement, and much more.

Winged Disc Technologies Total IT Solution Service

Winged Disc Technologies provides information technology services on a “Break/Fix” model; and as a Managed Service offering.

Due to the IT related elements of the implementation and/or support of accounting systems – clients began to think of Winged Disc Technologies as a IT services company in addition to being an accounting software consultancy.

In response, Winged Disc Technologies now provides our Total IT Solutions services; which include data backup and data restore.

For more information see our Total IT Solution page.

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