QuickBooks Setup

Although QuickBooks is designed for the non-accountant to understand, the initial setup and installation must be done correctly in order for future information to be accurate, whether you are just starting your practice or an existing practice converting from another accounting system.

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 accounting operations, either manual or other accounting software, to QuickBooks in the middle of the year.

What chart of accounts do you need, or make the most sense, for your practice? How do you handle beginning balances?

We can easily answer all of these questions and complete the initial setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

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

As with any accounting software program, installation and training take time - time taken away from managing your practice and seeing patients. 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 relevant accounting packages including payroll and accounts payable.
  • 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 and 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 date into QuickBooks
  • Train you and your staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is "on the right track".
  • Monthly, quarterly or annual review of consultation on client QuickBooks data to assist in tax preparation and internal management reports.
  • We are also available to answer questions and troubleshoot issues as they arise.

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