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QuickBooks Setup

As with any accounting software program, installation and training take time - time that you could better spend managing your business.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

Here is a short list 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 package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of 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 includes services, inventory parts, non-inventory parts, other charges and 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.

Ongoing Services:

  • Follow up training.
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

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