Setup for QuickBooks


Are you considering using QuickBooks for your business? It’s important to ensure that the initial setup and installation is done correctly in order to guarantee accurate financial information in the future. This can be a complicated process, particularly if you are making the switch from manual accounting operations mid-year.

Don’t worry – our team of experts can help you navigate this process smoothly and efficiently. We can provide all the information necessary to set up and install QuickBooks on your desktop, ensuring that you choose the appropriate accounting method and chart of accounts for your business, and handle beginning balances with ease.

We understand that this can be a daunting task, but rest assured that our experts can make it simple for you. Plus, our team can provide training to your accounting employees to enhance their performance and ensure they get the most out of the software.

How Much Does it Cost?

Before we can give you an accurate price quote, we would like to learn more about your business and accounting records. Please be assured that we offer affordable rates that cater to the budgets of our clients, who are mostly small business owners like you.

As with any accounting software program, the installation and training of QuickBooks can take up a significant amount of your time, which could otherwise be devoted to managing your business. To make the process easier for you, we provide the following services during the QuickBooks setup:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up a 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 account and balances as of that starting date.
  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.
  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
  • Entering your transactions since your starting date into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is “on the right track.”
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

Let us take the stress out of setting up QuickBooks for your business. Contact us today to get started!

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