QuickBooks Setup

While QuickBooks is designed to be user-friendly, proper setup and installation are crucial for ensuring that future data is accurate.

The information needed for setting up manual accounting records is also required for configuring QuickBooks on your desktop. This process becomes even more complex if you're transitioning from manual accounting to QuickBooks partway through the year.

Which accounting method will you choose? What chart of accounts is best for your business? How do you handle beginning balances?

An expert can quickly address all of these questions and efficiently complete the initial setup and installation. Additionally, your accounting team will receive training on the software to improve their performance.

Before providing you with an exact quote, we’d like to learn more about your business and your accounting records. Rest assured, we work with many small business owners, and our rates are tailored to fit our clients' budgets.

As with any accounting software, installation and training require time—time that could otherwise be spent managing your business. Here’s a brief overview of the services we offer while setting up QuickBooks:

• Study and evaluate your software and accounting needs.
• Install software, design and set up a chart of accounts and entire  accounting package including payroll, accounts receivable, inventory,  accounts payable, etc.
• Recommend software and hardware requirements.
• 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.