QuickBooks Desktop Support: Your Mid-Year Check-In on What to Review, Fix, and Plan Now

As we hit the midpoint of 2025, it’s the perfect time to make sure QuickBooks Desktop is working optimally for your business.

Whether you're gearing up for a busy season, recovering from a Q2 whirlwind, or simply aiming to enter the second half of 2025 on strong footing, a mid-year review of your accounting system can make all the difference.

This guide is your practical tune-up: a focused checklist of what to review, what to clean up, and which new features or workflows could help you run smoother and smarter through year-end. Let’s dive in and give your QuickBooks file the fresh start it deserves.

1. Assess What’s Slowing Down Your QuickBooks Desktop Workflow

Ask yourself:

• Are you double-entering data that could be automated?

• Do your reports give you what you need—or do they feel like a wall of numbers?

• Are vendor bills piling up or getting misapplied?
  

✅ Quick Win: Make a short list of what feels clunky. The bottlenecks are often fixable with small changes, like memorized transactions, updated vendor workflows, or better use of subaccounts.

2. Tighten Inventory, Vendor & Job Costing Habits

Now is a great time to:

• Review inventory items and clean up anything obsolete or miscategorized

• Make sure purchase orders and bills match consistently

• Verify that job costing reports are pulling from the right sources

📌 Try This: Run a job profitability report on one big project. Does it look accurate? If not, the problem might be in how you’re entering item receipts or vendor bills. If you notice any discrepancies, reach out–our team can help you get to the root of the issue.

3. Streamline Your Reporting Processes (Not Just Your Reports)

Reports should give you answers, not more questions. Use mid-year as a moment to:

• Remove cluttered reports you never use

• Customize reports with filters or memorized settings for more helpful data

• Audit user access: who sees what, and why?

🔎 New in QBDT: Report Zoom and keyword search make reviewing easier—but you still need to define what matters in your reporting.

💡 Tip: Rebuild a key report from scratch this month. Ask: “If I had to present this to my team or banker, what would I want it to show?”

4. Prep for the Unexpected

As we head into Q3 and Q4:

• Build in flexibility with alternate vendors (Enterprise only)

• Review your backup process (QuickBooks Desktop won’t automatically back up your file unless you’ve set it up to do so!)

• Confirm admin and user permissions—especially if you’ve had staffing changes

💡 Pro move: Run a backup today.  Do this in Single-User mode on the Server with the option for a Complete Verify. Ask us if you need help.

5. Don’t Let Outdated Habits Cost You Time

Mid-year is an ideal time to check:

• Are you still typing email addresses every time? We can help you turn on autofill.

• Are your custom fields adding clarity—or just sitting there? Review and remove fields that don’t serve your reports.

• Are you running too many systems side by side? See if one of QuickBooks’ built-in tools can replace that extra spreadsheet.

📅 Want a second set of eyes on your system? Our QuickBooks Desktop support team in Cape Cod is here to help.