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.
As with any accounting software program,
installation and training take time – time taken away from your
business. Here’s a short list of the service we provide during
Quickbooks setup:
- Study and evaluate your software and accounting needs.
- Design and setup of chart of accounts and entire accounting package
including payroll, accounts receivable, job cost, accounts payable, etc.
- Loading account balances, outstanding accounts receivable and accounts payable as of starting date.
- Entering you bank balances, outstanding checks and deposits.
- Training your staff how to use the software to meet their accounting needs.
