QuickBooks Setup

QuickBooks is designed for the layman to understand; the initial setup and installation must be done correctly in order for information to be accurate.

Information required for manual accounting systems is also necessary to setup QuickBooks. This is a little more complicated when switching from manual to QuickBooks at a point other than the start of you year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

As a QuickBooks expert we can easily answer all of these questions and complete the initial Setup and Installation for you. In addition, your employees will receive training on the software to ensure their comfort.

The cost depends on various details about your business and your accounting records which we determine through conversation with you before we quote you an exact price.

As with any software program, installation and training take time. Here's a short list of the QuickBooks services we provide:

  • Study and evaluate your software and accounting needs
  • Recommend software and hardware requirements
  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your QuickBooks starting date
  • Loading your chart of accounts and balances as of that starting date
  • Prepare a list of the items you sell to your customers including services, inventory parts, non-inventory parts, other charges and sales taxes
  • Enter accounts receivable and payable details as at your start date
  • Enter ending statement bank balances, outstanding checks and deposits as at your start date
  • Print a trial balance as at your start date and comparing it to your existing trial balance
  • Enter transactions since the start date
  • Train staff in the use of QuickBooks to meet their needs
  • Follow up training
  • Periodic review of QuickBooks data to assist in tax preparation and management reports

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