QuickBooks Setup

Which accounting method will you use?

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What chart of accounts do you need for your business?

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How do you handle beginning balances?

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Accurate and timely financial information is critical to the success of your business, and improper set-up or maintenance of your QuickBooks Accounting System can result in erroneous financial information and higher tax preparation costs.

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Although QuickBooks™ is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate. As part of the set-up process, it’s necessary to transfer your information from your manual accounting records or previously-used software; this task is even more complicated if you switch from manual accounting operations to QuickBooks™ in the middle of the year.

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As with any accounting software program, installation and training take time - time taken away from delivering your product and talent to your customers.

Instead, we can offer you the following QuickBooks™ setup services:

• Evaluate your software accounting needs

• Install software and adjust the design and chart of accounts to match your business and your needs 

• Determine your QuickBooks™ starting date and record your chart of account and balances as of that date

• Prepare a list of the items that you sell to your customers, including services, inventory parts, non-inventory parts, other charges and sales taxes, and enter that detail into QuickBooks™

• Assist you in designing sales orders, customer invoices, vendor checks, etc.

• Setup of payroll, accounts, receivable and accounts payable as of your starting date

• Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date

• Enter your transactions since your starting date into QuickBooks™

also see

Accounting

Bookkeeping

QuickBooks Training

QuickBooks Clean-Up & Review

Why Choose QuickBooks?

Compare versions of QuickBooks here