control interno

QuickBooks Setup

4.6/5
4.6
An expert configures the entire QuickBooks system and your accounting clerks receive training on the accounting software to improve your

Although QuickBooks is designed to be understood by the layperson, the initial setup and installation must be done correctly for future information to be accurate.

All the information needed to set up manual accounting records is also needed to set up and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks mid-year.

What accounting method will you use? What chart of accounts do you need for your business? How do you handle opening 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 improve their performance.

How much does it cost? 

We first want to know a little more about your business and your accounting records before quoting you an exact price. Rest assured, we work with many small business owners and our rates are designed to fit our clients’ budgets.

As with any accounting software program, installation and training take time, time that is lost in managing your business. Here is a brief list of services we provide during QuickBooks setup:

Although QuickBooks is designed to be understood by the layperson, the initial setup and installation must be done correctly for future information to be accurate.

All the information needed to set up manual accounting records is also needed to set up and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks mid-year.

What accounting method will you use? What chart of accounts do you need for your business? How do you handle opening 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 improve their performance.

How much does it cost? We first want to know a little more about your business and your accounting records before quoting you an exact price. Rest assured, we work with many small business owners and our rates are designed to fit our clients’ budgets.

As with any accounting software program, installation and training take time, time that is lost in managing your business. Here is a brief list of services we provide during QuickBooks setup:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install the software, design and configure the chart of accounts and the complete accounting package, including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determining QuickBooks start date
  • Charge your chart of accounts and balances as of that start date
  • Prepare a list of the items you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales tax.
  • Enter details of your outstanding accounts receivable and accounts payable as of your start date
  • Enter your final bank statement balances and outstanding checks and deposits in transit as of your start date
  • Print a trial balance from your start date and compare it with your trial balance from your previous system.
  • Enter your transactions from their start dates in QuickBooks.
  • Train the client or the client’s personnel in the use of the software to meet their accounting, management and tax needs.

Continuous services:

  • Follow-up training to ensure the customer is “on the right track”.
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reporting.
share with a friend
Tipo de pago
Único
precio
Desde
$100.00 dolares

Queremos ayudarte. Programa una llamada gratuita y sin compromiso ahora.

Let us help you set up and configure your accounting system. Request a FREE consultation by clicking on the button below.

Success stories

We help companies and individuals to solve their problems, they benefit from Reliable Tax and Bookkeeping services, these are some of those success stories.

Le Chic Beauty Academy
D’Luz Beauty Spa
The K’iche Restaurant