QuickBooks Setup

Even though QuickBooks is designed for the average person to understand, the initial Quickbooks setup in Salt Lake City, and installation must be done right in order for future information to be precise.

All information necessary to setup manual accounting records is also necessary when you go to setup and install QuickBooks on your computer. This task is even more difficult if you switch from manual accounting to QuickBooks in the middle of any given year.

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

A Quickbooks expert can easily answer all of these questions and complete the initial Quickbooks Setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price on Quickbooks Setup in Salt Lake City, Utah. You can feel better knowing that we work with many small business owners and our fees for Quickbooks setup are designed to fit easily within budgets of our clients.

As with all accounting software program, installation and training takes time - time taken away from managing your business and Quickbooks setup is no different. 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
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
  • Entering your outstanding accounts receivable and accounts payable details as of your 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 ending statement bank balances and outstanding checks & deposits in transit as of your starting date
  • 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.
Ongoing Services:
  • 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.

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