Whether you're installing your first software package or upgrading the existing one, our accounting professionals can help you choose and implement the best accounting software for your business. QuickBooks Setup
The initial setup and installation must be done correctly in order for future information to be accurate.
All information necessary to setup manual accounting records is also necessary to setup and install 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 do you handle beginning balances? Well, our expert will easily answer all these questions and complete the initial Setup and Installation of QuickBooks in a timely manner. In addition, your accounting employees will receive training on the accounting software to enhance their 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 takes time - a time you could use for managing your business. Here's a snap shot of the services we provide during your QuickBooks setup:
- Study and evaluate your software and accounting needs.
- Recommend software and hardware requirements.
- Install software, design and set up chart of accounts and entire accounting packages including payroll, accounts receivable, inventory, accounts payable, etc.
- Determine your QuickBooks starting date.
- Load your chart of account and balances as of that starting date.
- Prepare a list of the items that you sell to your customers. This list would include any services, inventory parts, non-inventory parts and other charges together with sales taxes.
- Enter your outstanding accounts receivable and accounts payable details as of your starting date.
- Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date.
- Print a trial balance as of your starting date and comparing it to your trial balance from your old system.
- Enter your transactions since your starting dates into QuickBooks.
- Train client or client staff in use of software to meet their accounting, management and tax needs.
Once QuickBooks is set-up and working properly, we can train you or your employees to properly use and operate QuickBooks specifically for your business.
