We use QuickBooks and will show you how it can improve your efficiency and accuracy

QuickBooks Setup and Training

If you're wondering how to get started with QuickBooks, we're here to help.
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QuickBooks Set-Up:

QuickBooks is designed for use by the layman, but the initial set-up and installation must be done correctly to ensure that future information is accurate.

The information you utilize to set-up manual accounting records is also needed to set-up and install QuickBooks on your desktop. This task becomes more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

There are a couple of questions you need to answer before setting up QuickBooks. Which accounting method should you use? What type of account charts do you need for your business? How do you handle starting balances?

An expert can easily answer all of these questions and complete the initial set-up and installation for you in a timely manner. In addition, your accounting employees will receive training on the accounting software to enhance their performance.

One of the biggest differences between us and our competition is that instead of attending a QuickBooks class at a neutral site, we come to your business location!

How much does it cost? Compu-Tax & Accounting charges a flat rate of $350.00 for QuickBooks set-up and training. We will spend two hours with you on the initial day of installation, training the user on basic QuickBooks usage.

As with any accounting software program, installation and training takes time, which is time taken away from managing your business. Here's a short list of the services we provide during your QuickBooks set-up:

  • Study and evaluate your software and accounting needs

  • Recommend software and hardware requirements to best meet your needs

  • Install your QuickBooks software, design and set up accounting charts and your entire accounting package, including:

    • Payroll

    • Accounts receivable

    • Inventory

    • Accounts payable

    • Bank accounts

    • Assets and liabilities

    • Income and expense accounts

  • Work with you to determine your QuickBooks starting date

  • Assist in loading your account charts and balances to begin on that date

  • Prepare a list of the items that you sell to your customers, including services, inventory parts, non-inventory parts, other charges and sales taxes

  • Enter your outstanding accounts receivable and accounts payable details as well as 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

  • Coach you on entering into QuickBooks your transactions beginning with your starting dates

QuickBooks Training:

Our initial set-up fee includes a second two-hour training session within the first 30 days after the initial set-up.

  • Once QuickBooks is correctly set-up and working, we will train you or your employees to operate QuickBooks specifically for your business

  • 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​

Ongoing Services:

  • Follow up training to ensure you and your staff are on the right track.

  • Provide a monthly, quarterly or annual review of your QuickBooks data to assist in tax preparation and management reports

Contact us today to set up an appointment to begin profiting from QuickBooks.