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JB Tax, Bookkeeping, and Financial Services Tax Preparation, Bookkeeping, Financial Services Firm, Coppell, TX.

QuickBooks Setup

QuickBooks was designed for easy installation, but the initial setup and subsequent usage can be frustrating if it is not done correctly right from the start. Business-specific customizations can make the task even more complicated.

Why Have an Expert Set Up QuickBooks?

There are many questions that need to be answered before starting the QuickBooks setup - which accounting methods will you use? What chart of accounts will you need? How do you handle beginning balances? And more...

One of JB Tax and Bookkeeping's QuickBooks and accounting software experts will what to ask and can easily answer all these questions for you. We can install and set up QuickBooks for your business quickly and provide your accounting employees with the training necessary to effectively run the software.

How Much Does it Cost?

The cost of the initial QuickBooks setup and installation depends on your business needs and your accounting records. We work with many different small business owners and our rates are designed to fit our clients’ budgets. More that monetary cost though is the cost of time spent away from your business. Setting up QuickBooks takes time, and our service will save you that time.

Our QuickBooks Setup Services

  • Evaluation of your software and accounting needs
  • Hardware and software recommendations
  • Software installation, design, chart of accounts setup, accounting package setup including payroll, accounts receivable, inventory, accounts payable, and others
  • QuickBooks starting date determination
  • Loading of chart of account and balances as of the start date
  • Product, service, and inventory list preparation including other charges and sales taxes
  • Setup of outstanding accounts receivable and accounts payable details as of the starting date
  • Setup of ending statement bank balances and outstanding checks & deposits in transit as of the starting date
  • Comparison of trial balances between the new system and the old
  • Posting all transactions since the starting date into QuickBooks
  • Training for all staff

Post-Setup Services

  • Follow-up training to ensure that QuickBooks is running efficiently and all staff is confident using the software
  • Monthly, quarterly or annual review of your QuickBooks data help with tax preparation and management reports

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