Installing and setting up QuickBooks is just as important as how you use it. Correct setup depends on many variables and can be a headache for any business owner. A proper setup of your company file, chart of accounts, and all the other features of good bookkeeping increases your productivity and enables you to generate and track the important documents and information you need to manage your business more effectively. Let one of our FOUR QuickBooks ProAdvisors install your software whether it's for one workstation or a network of multiple workstations.
How much does it cost? Our rates are designed to match the individual needs of our clients. Based on the intricacies of your business, we will determine a price agreement.
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:
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Study and evaluate your software and accounting needs.
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Recommend software and hardware requirements.
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Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, nventory, accounts payable, etc.
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Determine your QuickBooks starting date.
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Load your chart of account and balances as of that starting date.
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Prepare 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.
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Enter your outstanding accounts receivable and accounts payable details as of your starting date.
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Enter your ending bank statement balances and outstanding checks & deposits as of your starting date.
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Print a trial balance into QuickBooks as of your starting date and compare it to your trial balance from your old system.
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Enter your transactions since your starting dates into QuickBooks.
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Train client or client staff in use of software to meet their accounting, management and tax needs.
Ongoing Services:
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Follow up training to ensure the client is "on the right track".
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Monthly, quarterly or annual review of client QuickBooks data to adjust and assist in tax preparation and management reports.
