Although QuickBooks is designed for the layman to understand, the initial setup and installation 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 and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks 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?
Angeline, a QuickBook Professional Advisor, can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees will receive training on the accounting software to enhance their performance.
Summary Description
As with any accounting software program, installation takes time - time taken away from managing your business or organization. Here's a short list of the services we provide during your QuickBooks setup:
-
Study and evaluate your software and accounting needs.
-
Recommend software and hardware requirements.
-
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.
-
Preparation of a list of the items that you sell to your customers. OR services you provide to your nonprofit clients. 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 dates into QuickBooks.
-
Set up user-ID's and establish the appropriate restrictiions based on staff duties.
-
Provide additional customization for nonprofits to allow grants tracking and other related functions.
Ultimate Outcomes
By leaving the set up of your QuickBooks file to Angeline, an accountant AND QuickBooks expert, you can take comfort in knowing that you will be operating within an accounting infrastructure that is specifically designed for your needs.
Features & Benefits
We engage you every step of the way as your QuickBooks file is set up. Angeline works very closely with you to identify the specific objectives you might have when working within an accounting software package. Also, while the services listed above relate to the set-up of the desktop version of QuickBooks, we are very familiar with the ONLINE version of the software and can provide set up services for this product as well. Angeline will consult with you and advise you on which option DESKTOP or ONLINE is most suitable to your small business or nonprofit.
Client Portal