QuickBooks Setup

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 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. 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
• Train client or client staff in use of software to meet their accounting, management and tax needs.

• Follow up training to ensure the client is "on the right track".
• Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

For more information or to schedule an appointment, please call our office at (801) 506-0606, or click on the "Contact us" link.