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.
All information necessary to setup manual accounting records
is also necessary to setup 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.
Which accounting method will you use? What chart of accounts
do you need for your business? How do you handle beginning
balances?
An expert can easily answer all of these questions and
complete the initial Setup and Installation in a timely
manner. In addition, your accounting employees receive training
on the accounting software to enhance their performance.
How much does it cost? We first want to
find out a little more about your business and your accounting
records before we quote you an exact price. Rest assured
that we work with many small business owners and our rates
are designed to fit the budgets of our clients. There is
no cost or obligation for an assessment (up to 1 hour).
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:
-
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
-
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
-
Entering your outstanding accounts
receivable and accounts payable details as of your starting
date
-
Entering your ending statement bank
balances and outstanding checks & deposits in transit
as of your starting date
-
Printing a trial balance as of your
starting date and comparing it to your trial balance from
your old system
-
Entering 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.
