Accounting Software (Quickbooks)

SETUP

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.

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

QuickBooks Setup Services:

  • Study and evaluate your procedural and accounting needs

  • Recommend software and identify hardware requirements

  • Install software, design and set up chart of accounts and necessary accounting packages including payroll, accounts receivable, inventory, accounts payable, etc.

  • Determine your QuickBooks starting date

  • Load your chart of account and balances as of that starting date

  • Help you enter your outstanding accounts receivable and accounts payable details as of your starting date

  • Help you enter your ending statement bank balances and 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 to use the software to meet your accounting management needs

Ongoing Services:

  • Follow up training to ensure the you are on the right track

  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports

 

TRAINING

Once QuickBooks is set up and working properly, we can train you or your employees to properly operate the software specifically for your business.

  • We come to your location.

  • We focus on the individual issues facing your business. We will be there to answer your specific questions and concerns.

  • No need to spend time on features that don't impact your business

 

ANSWERS

Never Hesitate to Ask a Question

QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records. Employees in your accounting department will find comfort in knowing an expert in QuickBooks is only an email or phone call away. Email and telephone support prevents many wasted hours of aggravation and frustration.

 
10 Reasons Why You Should Use QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here's 10 reasons why you should be using QuickBooks.

  1. You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.

  2. You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you're making money and whether your business is healthy.

  3. You save money because QuickBooks is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred. QuickBooks accounting software is truly one of the great bargains in business.

  4. Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.

  5. You can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for Contractors, Retailers, Health Care Professionals, and Non-Profit organizations.

  6. You can rest assured knowing that QuickBooks is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You can't go wrong with a software program with such an extensive installed user base.

  7. You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.

  8. You will get paid faster with QuickBooks online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!

  9. You can easily accept Credit Cards. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don't have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.

  10. You can pay your bills and bank online. Setup your current bank account in QuickBooks, and you're ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online Banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.

     

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