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?
As a Certified ProAdviser, Debbie Boose can answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, you and/or your accounting employees have access to ongoing training and support on QuicBooks 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.
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.
- Determe your QuickBooks starting date.
- Load your chart of accounts and balances as of that starting date.
- Prepare a list of the items that you sell to your customers, including services, inventory parts, non-inventory parts, other charges and sales taxes.
- Enter your receivable and payables as of your starting date.
- Enter the ending statement bank statement balances and outstanding checks & deposits in transit as of your starting date.
- Print a trial balance as of your starting date and compare it to your trial balance, if any, from your old system.
- Enter your transactions since your starting date into QuickBooks.
- Train client and/or client staff in use of software to meet their accounting, management and tax needs.
Ongoing Services:
- Follow up training to ensure the client is "on the right track".
- Monthly review of client QuickBooks data to prevent "tax surprises" and the production of timely, relevant and accurate management reports.
