Conversion to QuickBooks
QuickBooks version selection
How many customers and vendors to you have? Do you need your books with you on the go? How many users will you need? Do you track sales by special divisions or categories? Do you need to issue Form 1099 MISC at year end? Do you have inventory? Is your payroll processed in-house or outsourced? We will help determine which version of QuickBooks is the best fit for your business.
File setup and customization
- Your current chart of accounts can be imported to QuickBooks, or we can start fresh with a template and customize from there.
- Customer and Vendor lists can be cleaned up and imported to your new file.
- Custom form setup for invoices, statements and more that can include your logo.
- Create recurring transactions to save data entry time.
- Set up bank downloads (with a participating financial institution). **
- Payroll setup for in-house processing. **
- Beginning balances for A/R and A/P can be entered as a total or in detail.
- Permissions set for each user to specific areas of QuickBooks.
User Training
- Training your team is crucial to a successful transition. Users will learn the correct work flow for their job and how all the pieces work together.
- Training can be for individuals or in groups to fit your needs.
- Training is tailored for non-accountant users, bookkeepers/controllers and owners.
** requires add-on subscription
