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QuickBooks Setup

Although QuickBooks is designed to be easy to use, the initial setup and installation must be done correctly in order for the financial information to be accurate. In fact, this easy of use can entice those lacking an accounting background into thinking that they have setup a QuickBooks file to properly record their transactions. It’s not until a CPA reviews the file to prepare tax returns that a different reality often emerges.

Unless you have a background in accounting and are knowledgeable in setting up accounting systems using QuickBooks, then you’re better off having a professional setup QuickBooks to properly integrate with your current accounting practices. Why spend hours trying to figure out how to setup your accounting system only to find out later that there are problems.

Starting as low as $350, you’ll save hours of frustration by allowing us to setup QuickBooks for you correctly the first time. After we setup your file, we’ll show you how to use it. Here's a summary of the services provided during our QuickBooks Setup.

  • Assess accounting practices and procedures
  • Evaluate software based on accounting needs
  • Recommend any needed software or hardware
  • Install software and any updates
  • Prepare a list of items sold such as services, products, inventory parts, non-inventory parts, other charges
  • Prepare a list of sales taxes items to track
  • Design and setup accounting file: chart of accounts, payroll, A/R, A/P, inventory, lists, etc
  • Set QuickBooks start date and enter starting balances for G/L, inventory items, etc
  • Enter outstanding A/R and A/P balances and details as of start date
  • Enter ending bank balances and any outstanding checks & deposits in transit as of start date
  • Print trial balance as of start date and compare to trial balance from old system
  • Enter any needed transactions since your QuickBooks start date
  • Train on use of software

After QuickBooks is installed and running, we’ll remain available to provide any needed on-going support (see Support Services) to ensure that you’re correctly using the software and that the books stay in good order. We recommend clients a have professional review their books on an on-going basis so that there are no surprises come tax time.

Have A Quick Question?

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Getting Started

Get A Quote
Contact us with your needs so we can provide you a quote outling our services.

Sign Engagement
Sign our quote authorizing the work.

Orientation Meeting
We review your data & hold a meeting covering the aspects of our engagment. Then we start working on your books!

For Quote,
Call 415-578-5420
or fill out the form below & we'll contact you.

As Quickbooks ProAdvisors, not only can we support your Quickbooks needs, we can save you 20% Off Retail Pricing.

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