Quickbooks Setup + Training

QuickBooks Certified ProAdvisor - QuickBooks Online Certification

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for information to be accurate. We teach our clients in a one on one setting, with their own data. It is a firm belief that the client will better retain and understand the accounting processes within QuickBooks in this teaching environment.

As with any accounting software program, installation and training take 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
  • 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 account and balances as of that 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.