Do you need to convert over to a new QuickBooks program and start running your business more efficiently?

The initial setup and installation for QuickBooks needs to be done correctly in order for future information to be correct.

We need to know…Which accounting method that you will use? How you handle accounts payable and receivable? What chart of accounts you need for your business? What is your process for billing? A bookkeeping expert can answer all of these questions and complete the QuickBooks setup  for you. If you have employees that will be managing your accounting, you will need us to train them on proper QuickBooks management and processing.  

Here’s a list of the services we provide during your QuickBooks setup:

  • Determine your bookkeeping and accounting needs.
  • Recommend processes for the required documents.
  • Install the new QuickBooks software.
  • Set up accounts and accounting package
  • Set up payroll, accounts receivable, inventory, accounts payable
  • Begin your account and balances on your official starting date.
  • Add your sales items: your services, inventory, parts, taxes, extra fees
  • Determine your correct outstanding accounts receivable and accounts payable, as of your first day.
  • Train your staff on the daily use of QuickBooks
  • Additional set up of all QuickBooks administration and start up procedures.

Call us to begin using QuickBooks the right way or to let us help us train your employees to use the new software!