Setup For QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners.  Although QuickBooks is designed for the layperson to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to set up manual accounting records is also necessary to set up 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.

Here’s a short list of the services we provide while setting up QuickBooks:

• Install software, design and set up a chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
• Determination of your QuickBooks starting date.
• Loading your chart of account and balances as of that starting date.
• Preparation 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.
• Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.
• Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
• Entering your transactions since your starting date into QuickBooks

If you’re looking for a cost-effective solution to managing your finances or feel like it’s time you obtained an accurate picture of your financials so that you can make informed decisions about your financial future, we can help.