Although QuickBooks is designed for the layman to understand, the initial setup of your QuickBooks Online (“QBO”) account 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 your QBO account. This task is even more complicated if you switch from manual accounting operations to QBO 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, of your QBO account, 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, setup, and training, take time – time taken away from managing your business. Here’s a short list of the services we provide during your QBO setup:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your QBO 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 & 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 QBO
  • Train client or client staff in use of QBO to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is “on the right track”.
  • Monthly, quarterly or annual review of client QBO data to assist in tax preparation and management reports.

QuickBooks Training:

Once QBO is set-up and working properly, we can train you, or your employees, to properly operate QBO specifically for your business.

Why choose one-on-one attention instead of taking a class?

  • We focus on the individual issues facing your business.
  • We will be there to answer your specific questions and concerns.
  • No need to spend time on features that don’t impact your business!

Call today to set-up an appointment.