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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.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

We can answer all of these questions, help you when needed, or complete the initial setup and Installation for you.

As with any software program, installation and training can take time - time taken away from managing your business.  You tell us what you need us to do and what you can do yourself.  Here's a short list of the services our QuickBooks ProAdvisors can provide during your QuickBooks setup:

  • Install QuickBooks software, design and set up a chart of accounts, payroll, accounts receivable, inventory, accounts payable, etc.
  • Load your chart of accounts and balances at a predetermined starting date.
  • Enter the list of items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, and other charges.
  • Enter your outstanding accounts receivable and accounts payable details as of your starting date.
  • Enter your bank statement balances, outstanding checks, and deposits in transit as of your starting date.
  • Print a trial balance as of your starting date and compare it to your trial balance from your old system.
  • Enter your transactions since your starting date into QuickBooks.
  • Train you or your staff in use of the software to meet your accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure you or your staff are "on the right track".
  • Monthly, quarterly or annual review of your QuickBooks data to assist in tax preparation and management reports.
  • Step in if your bookkeeper becomes unavailable.

Please call (406) 543-7667 to schedule a free consultation or send us your contact information using the form below.

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