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QuickBooks Setup

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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 set up 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 in a timely manner. 

As with any accounting software program, setup takes 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 
  • Design and set up chart of accounts. 
  • Determination of your QuickBooks starting date.
  • Loading your chart of account 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 and 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 date into QuickBooks

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