QuickBooks Setup


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.

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.

QuickBooks Setup Services:

  • Study and evaluate your procedural and accounting needs
  • Recommend software and identify hardware requirements
  • Install software, design and set up chart of accounts and necessary accounting packages including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determine your QuickBooks starting date
  • Load your chart of account and balances as of that starting date
  • Help you enter your outstanding accounts receivable and accounts payable details as of your starting date
  • Help you enter your ending statement bank balances and outstanding checks and deposits in transit as of your starting date
  • Print a trial balance as of your starting date and compare it to your trial balance from your old system
  • Enter your transactions since your starting date into QuickBooks
  • Train you or your staff to use the software to meet your accounting management needs

Ongoing Services:

  • Follow up training to ensure the client is "on the right track".
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

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