Getting Started with QuickBooks: Setup and Installation

While QuickBooks is user-friendly, accurate initial setup and installation are crucial for reliable future data. The process requires all the information needed for manual accounting records, and switching from manual accounting to QuickBooks mid-year can be particularly complex.

Considerations include choosing an accounting method, determining the appropriate chart of accounts, and handling beginning balances. An expert can efficiently address these questions and complete the setup and installation. Additionally, accounting staff can receive training to maximize their effectiveness with the new software.

Cost Considerations:
Before providing a quote, we need to understand your business and accounting needs. Our rates are designed to be affordable for small business owners.

Time Investment:
Setting up and training on any accounting software takes time, which can impact your business operations. Here’s a brief overview of the services we offer during QuickBooks setup:

• Assessing your software and accounting needs.
• Recommending necessary software and hardware.
• Installing software, setting up the chart of accounts, and configuring the entire accounting package, including payroll, accounts receivable, inventory, and accounts payable.
• Determining your QuickBooks starting date.
• Loading your chart of accounts and balances as of the starting date.
• Preparing a list of items you sell, including services, inventory parts, non-inventory parts, other charges, and sales taxes.
• Entering outstanding accounts receivable and payable details as of the starting date.
• Entering ending bank statement balances and outstanding checks & deposits in transit as of the starting date.
• Printing and comparing a trial balance from your old system to the one in QuickBooks as of the starting date.
• Entering transactions from your starting date into QuickBooks.
• Training you or your staff on the software to meet accounting, management, and tax needs.

Ongoing Services:

• Follow-up training to ensure everything is on track.
• Monthly, quarterly, or annual reviews of QuickBooks data to assist with tax preparation and management reports.

With our comprehensive setup and ongoing support, you can be confident that QuickBooks will effectively serve your business needs.