- programs, such as Microsoft Excel, Word, Outlook and Act!.
- 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!
- 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.
- You can pay your bills and handle your banking 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.
Although QuickBooks is designed for the layperson to understand, the initial setup 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. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.
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.
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. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.
As with any accounting software program, installation and training take time — time taken away from managing your business. Here’s a short list of the services we provide while setting up QuickBooks:
- Study and evaluate your software and accounting needs.
- Recommend software and hardware requirements.
- Install software, design and set up a chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
- Determination of your QuickBooks 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 outstanding accounts receivable and accounts payable details as of your starting date.
- Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
- Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
- Entering your transactions since your starting date 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.
Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Why choose one-on-one attention instead of taking a class?
- 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!
Call today to set up an appointment. We will come to your location!!
- Answers to QuickBooks Questions
- Questions about QuickBooks?
- 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, preventing many wasted hours of aggravation and embarrassment.
- How much does it cost? $20 per question.
- Questions may be called in, left on voice mail, faxed or sent via email. A Certified Professional Advisor who specializes in working with QuickBooks will respond with a detailed solution to your problem or question, usually within 24 hours.
- 100% Money-Back Guarantee: If we cannot adequately resolve your problem or question, your money will be refunded 100%, guaranteed.
- Our Answers to QuickBooks Questions service keeps your employees on task.
Overhaul your accounting system with a Tune-up for QuickBooks.
Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you’ll be prepared with a Tune-up for QuickBooks. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
Tune-up Topics:
- Reviewing your transactions for the year
- Cleaning up stray entries
- Customizing reports
- Balancing general ledger to subsidiary records
- Additional personalized training
A Tune-up for QuickBooks is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!
If you interested in the Tune-up for QuickBooks service, call today and schedule a time to meet.