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QuickBooks的设置

Although QuickBooks is designed for the layman to understand, the initial setup and 安装 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.

而会计 你会用什么方法?? What chart of accounts do you need for your 业务? How do you handle beginning 平衡?

An expert can easily answer all of these questions and complete the initial Setup and 安装ation 及时地. In addition, your accounting employees receive training on the accounting software to enhance their 表演.

How much does it cost? We first want to find out a little more about your 业务 and your accounting records before we quote you an exact price. Rest assured that we work with many small 业务 owners and our rates are designed to fit the budgets of our clients.

As with any accounting software program, 安装 and training take time - time taken away from managing your 业务. Here's a short list of the services we provide during your QuickBooks setup:

  • 研究 and evaluate your software and accounting needs.
  • 推荐 software and hardware requirements.
  • 安装 software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • 的决心 of your QuickBooks starting date
  • 加载 your chart of account and 平衡 as of that starting date
  • 准备 of a list of the items that you sell to your customers. 这个列表 includes services, inventory parts, non-inventory parts, other charges and sales taxes
  • 进入 your outstanding accounts receivable and accounts payable details as of your starting date
  • 进入 your ending statement bank 平衡 and outstanding checks & deposits in transit as of your starting date
  • 印刷 a trial balance as of your starting date and comparing it to your trial balance from your old system
  • 进入你的 transactions since your starting dates into QuickBooks
  • 火车 client or client staff in use of software to meet their accounting, management and tax needs.
正在进行的服务:
  • 遵循 up training to ensure the client is "on the right 跟踪”.
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation 和管理 报告.

Select which services you are interested in:
(Select all that apply)
We take care of your books for you, so you can get back to the job of running your 业务 and generating profits.
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We offer payroll solutions that meet your 业务's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, 提高性能, and ensure the growth and longevity of your wealth.
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