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? $375-$500.
Our fee is always based on actual time spent, but 95% of the time our fees end up in this range. What services do we provide as part of this setup process? Here's a short list of them:
- 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 accounts 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.
If you are interested, please email us and we'll provide you with more information.
