QuickBooks

set-up and training

  Although QuickBooks is very user friendly and is designed for the non-accounting person to understand, the initial set-up and installation must be done correctly in order for future information to be accurate.

All information necessary to set-up manual accounting records is also necessary to set-up and install QuickBooks on your desktop.  The task is even more complicated if you switch from manual bookkeeping to QuickBooks in mid year. 

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

KJ Bookkeeping Service can help you with these answers and complete the initial set-up and installation in a timely manner.  In addition, your accounting personnel will also receive training on the accounting software. 

Following is a short list of services I provide during your QuickBooks set-up.

• Recommend QuickBooks version to meet your requirements
• Setup modules needed for your business; i.e. payroll, accounts receivable, accounts payable, etc.
• Determination of your QuickBooks starting date
• Items list
• Entering your ending statement bank balances and outstanding checks
• Entering your transactions since your starting date
• Train accounting personnel in the use of QuickBooks to meet your management and tax reporting needs.

Ongoing Services

• Follow up services to ensure you are on the "right track"
• Monthly, quarterly or annual review of your QuickBooks data to assist in tax preparation and management reports.

For more information please complete our Online Form or call (208) 312-3492