QuickBooks Setup

Service Description

Our Certified QuickBooks ProAdvisors offers a range of QuickBooks services for small to medium businesses, including data conversions, consulting, implementation, training, custom programming, and more. The QuickBooks Setup begins with a detailed survey of everything we'll need for the process. Using that data, we'll help you choose the QuickBooks version that's going to meet your needs. Next, we'll get your software installed (if desktop), set up with your business data, EIN, logo, a chart of accounts (think income/expense categories), link any bank and credit card accounts, design your forms (invoices, estimates, sales receipts, etc.), and create any email templates.