Initial Setup & Installation
By analyzing your needs and specific requirements, we can recommend the most cost effective QuickBooks Version and other add-on software products for your company. We can start from scratch or alternatively, we can convert existing information from data files from other accounting programs or Excel spreadsheets.
As part of the initial QuickBooks Set-up we will:
- Gather the information you need to setup a QuickBooks file
- Create a data file and set user and company preferences
- Set up QuickBooks lists (accounts, items, fixed assets, etc.)
- Input opening balances
- Set the beginning balances on bank reconciliations for bank accounts
- Verify the accuracy of the QuickBooks setup
Customizing Quickbooks for your business is the secret to obtaining good financial information from QuickBooks and operating efficiently and effectlively. We specialize in: multi-user setup; emote access; and backup procdures.
Personalized Training
We provide customized one-on-one or group training in your offices or remotely. We utilize secure internet remote access solutions so that we can work with you on a remote basis...it's often even better than being in your offices and sharing a keyboard and monitor.
Trouble Shooting QuickBooks Data Files
If you need help fixing Quickbooks, we can analyze your data file and make the necessary corrections. Among the services we offer:
- Repair damaged/corrupt data files
- Reduce the size of QuickBooks data file to increase performance
- Remove duplicate list items and items no longer needed
- Identify and correct incorrect item setups
- Correct data entry errors
We will document problem areas and show you how to properly enter transactions and avoid errors in the future.
QuickBooks Tune-up/Review
After your QuickBooks file is up and running we strongly recommend periodic reviews to insure that your data file is accurate and organized. Data file reviews and clean up typically require 4 hours of time to complete.
There may also be areas where you may not be utilizing QuickBooks software to the fullest. These include customizing reports and forms, changing QuickBooks preferences, and adding features such as class tracking, customer types, memorizing transactions, automating payroll, closing the books etc.
QuickBooks Add-on Solutions
Are you looking for help in identifying solutions that you can use to operate your business more effectively? We'll pick the best solution for your needs and budget. Following are some application areas that we specialize in:
- Payroll Solutions & Direct Deposit
- Customer Relationship Management (CRM) and Project Management
