QuickBooks Setup

Although QuickBooks is designed for the layman to understand, the initial installation must be done correctly in order for future information to be accurate.

All information you use to set up manual accounting records is also necessary for a complete install of QuickBooks on your desktop. This task is even more complicated 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 will you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup in a timely manner. In addition, your accounting employees receive training on QuickBooks software to enhance their knowledge and performance.

How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

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

• Studying and evaluating your software and accounting needs – online or desktop QuickBooks.
• Recommending software and hardware requirements – i.e. how often you need to update.
• 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 account and balances as of the predetermined starting date.
• Preparation of a list of the items you sell to your customers. This list includes services, inventory parts, non-inventory parts, sales taxes, and other charges.
• 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 and comparing it to your trial balance from your old system (as needed).
• Entering your transactions from your starting date into QuickBooks
• Training 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’s QuickBooks data to assist in tax preparation and management reports.