Professional QuickBooks Setup and Training

QuickBooks is designed to be user-friendly, but accurate initial setup and installation are crucial for reliable future information.

The process of setting up QuickBooks requires the same detailed information as manual accounting records. This becomes even more complex if you're transitioning from manual accounting to QuickBooks mid-year.

• Which accounting method is best for your business?
• What chart of accounts do you need?
• How should you manage beginning balances?

An expert can answer these questions and handle the initial setup and installation efficiently. Additionally, we provide training for your accounting staff to ensure they can use the software effectively.

What Does It Cost?

Before quoting an exact price, we take the time to learn about your business and current accounting records. Our rates are designed to be affordable for small business owners.

Installing and training for any accounting software takes time, which can detract from running your business. Here are the services we offer during QuickBooks setup:

• Assess your software and accounting needs.
• Recommend necessary software and hardware.
• Install the software and set up your entire accounting system, including payroll, accounts receivable, inventory, and accounts payable.
• Determine your QuickBooks start date.
• Load your chart of accounts and balances as of the start date.
• Prepare a list of items you sell, including services, inventory parts, non-inventory parts, other charges, and sales taxes.
• Enter outstanding accounts receivable and payable as of the start date.
• Enter your ending bank statement balances, outstanding checks, and deposits in transit as of the start date.
• Print a trial balance as of the start date and compare it to your previous system's trial balance.Enter transactions since the start date into QuickBooks.
• Train you or your staff to use the software for accounting, management, and tax purposes.
  

Ongoing Services:

• Follow-up training to ensure proper use.
• Monthly, quarterly, or annual reviews of your QuickBooks data to assist with tax preparation and management reports.

Contact Us

For more information on how our experienced professionals can help you with QuickBooks setup and training, reach out today.