QuickBooks Setup

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 computer. 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?

One of our QuickBooks® ProAdvisors can help answer your questions and help you complete the initial Setup and Installation in a timely manner. In addition, your accounting employees can 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 business and your accounting records before we quote you a fee estimate. We have worked with many small businesses, and our rates are competitive for the level of service we provide to our clients.

As with any accounting software program, installation and training take time - time taken away from managing your business. 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 required to run your QuickBooks® software.
  • 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
  • Assist in setting up 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
  • Show you how to enter your outstanding accounts receivable and accounts payable details as of your starting date
  • Show you how to enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
  • Demonstrate how to print a trial balance as of your starting date and compare it to your trial balance from your old system
  • Instruct you on how to enter your transactions from your starting date into QuickBooks®
  • Train you or staff in use of software to meet their accounting, management and tax needs.
Ongoing Services:
  • We can provide follow up training to ensure you are "on the right track".
  • We can provide on a monthly, quarterly or annual basis an analysis of your QuickBooks® data to assist in tax preparation and management reports.

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T: (765) 640-1211 F: (765) 640-9425 E: john@jpkanecpa.com

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