While QuickBooks software is designed to be both flexible and easy to use, setting
it up correctly to meet the needs of your business is critical to producing the information necessary for effective business management.
QuickBooks installation and set-up ranges from very simple to complex but the first step is always the same. We offer a one hour free initial consultation and will work with you to evaluate your accounting needs and recommend a solution that takes into account:
your business goals
your current accounting solution
the number of users and level of accounting expertise available
the number of customers, vendors, and inventory items that you have
whether you will pay sales tax, do your own payroll, or need job costing
your reporting requirements
Based on the proposed solution, we will prepare a quote for services. These services can include:
Procuring and installing software
Converting data from a previous accounting solution
Importing or establishing a chart of accounts
Entering your General Ledger balances as of your QuickBooks starting date
Importing customer and vendor lists
General Ledger
Establishing the list of items you sell to your customers
Entering outstanding accounts receivable and accounts payable detail as of
the start date
Entering summarized year to date transactions for mid-year start dates
Entering quantities on hand and beginning inventory values
