We'll walk you through the entire process of setting up QuickBooks.

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly to make sure it yields accurate information.

All information necessary to setup manual accounting records is also important to set up and install QuickBooks on your desktop. This task becomes more complicated, especially if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? As accounting experts, we can easily answer all of these questions and complete the initial Setup and Installation in a timely manner.

With the innovative software, your accounting employees receive adequate training that can enhance their performance.

How much does it cost? 

First, we want to learn more about your business and your accounting records before we quote you an exact price. This way, we can give rates according to your budget.

As with any accounting software program, installation and training take time – the time is taken away from managing your business. Here’s a shortlist of the services we provide during your QuickBooks setup:

  • Studying and evaluating your software and accounting needs
  • Recommending software and hardware requirements
  • Installing software, design, and set up a chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determining your QuickBooks starting date
  • Loading your chart of account and balances as of the starting date
  • Preparing 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 & 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 dates into QuickBooks
  • Training client or client staff in the 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.”
  • Conducting a monthly, quarterly, or annual review of client QuickBooks data to assist in tax preparation and management reports.

Find out more about the benefits of QuickBooks! [ Click Here ]