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QuickBooks® Set-up Services

Our help with QuickBooks® includes fast and accurate setup. We will perform a free need assessment and advise you of the QuickBooks® product that’s best for your business.

Then we set up your new small business accounting software correctly, so once your QuickBooks® setup is done you are off and running! We also offer training to help you get the most of your new accounting software once it’s installed and set up.

As part of the process we will:

·         Gather the information you need to setup a QuickBooks® file
·         Create your company data file and set user and company preferences
·         Set up user profiles and access privileges
·         Set up QuickBooks lists to help with your accounting (accounts, items, fixed assets, etc.)
·         Input opening balances
·         Get you started with correct beginning balances by doing bank reconciliations for bank accounts
·         Verify the accuracy of the QuickBooks® setup, so you’re ready to go


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