QuickBook Setup

Our QuickBooks Setup services are designed to save you time while getting your books set up in an easy-to-maintain manner.

  • Study and evaluate your software and accounting needs.

  • Recommend software and hardware requirements.

  • Install software

  • Design and set up a chart of accounts and the entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.

  • Determine your QuickBooks starting date

  • Load your chart of account and balances as of that starting date

  • Prepare 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

  • Enter your outstanding accounts receivable and accounts payable details as of your starting date

  • Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date

  • Enter your transactions since your starting dates into QuickBooks



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