QuickBooks Services
QuickBooks Setup Done Right From the Start
QuickBooks is designed to be user-friendly, but accurate setup is essential. Heaven & Alvarez LLC helps businesses set up QuickBooks properly so future reports, balances, and tax information are reliable.
- Custom chart of accounts
- Accurate opening balances
- Training after setup
Overview
Your QuickBooks Setup Affects Everything That Comes After
Although QuickBooks is designed for business owners to use, the initial setup and installation must be done correctly for your future financial information to be accurate.
The same information needed to set up manual accounting records is also needed to set up QuickBooks. This can become even more complicated if you are switching from manual accounting or another system in the middle of the year.
How Much Does QuickBooks Setup Cost?
Before quoting an exact price, we first learn more about your business, your accounting records, your current system, and your goals. We work with many small business owners, and our rates are designed to fit the practical needs and budgets of our clients. The final cost depends on the complexity of your records, the type of business you operate, whether payroll or inventory is involved, and whether you are starting fresh or converting from another system.
What We Do for You
- Study and evaluate your software and accounting needs
- Recommend software and hardware requirements
- Install QuickBooks software when needed
- Design and set up your Chart of Accounts
- Set up your complete accounting package
- Configure payroll, if applicable
- Configure accounts receivable
- Configure inventory, if applicable
- Print a trial balance as of the starting date
- Compare the QuickBooks trial balance to your old system
- Configure accounts payable
- Determine your QuickBooks starting date
- Load your Chart of Accounts and balances
- Prepare your item list for products and services sold
- Set up services, inventory parts, non-inventory parts, other charges, and sales taxes
- Enter outstanding accounts receivable as of the starting date
- Enter outstanding accounts payable as of the starting date
- Enter ending bank statement balances
- Enter outstanding checks and deposits in transit
- Enter transactions since your starting date
- Train you or your staff to use QuickBooks properly
Ongoing Services
- After setup, we can continue to support your business with:
- Follow-up QuickBooks training
- Monthly QuickBooks data review
- Quarterly QuickBooks data review
- Annual QuickBooks data review
- Tax preparation support
- Management reporting support
- Book cleanup and accuracy checks
- Guidance to help you stay on the right track
Who This Service is For
- New businesses setting up accounting software
- Businesses moving from manual records to QuickBooks
- Companies switching from another accounting system
- Owners setting up QuickBooks in the middle of the year
- Businesses with payroll, inventory, or sales tax needs
- Owners who want accurate reports from the start
- Companies that need staff training after setup
How it works
What working with us looks like
A clear, step-by-step process so you always know what happens next.
Evaluate Your Needs
We study your business, current system, and accounting requirements.
Plan the Setup
We choose a starting date and design your chart of accounts and item lists.
Configure and Load
We set up receivables, payables, payroll, inventory, sales tax, and balances.
Train and Review
We train your team and offer ongoing data reviews to keep books accurate.
FAQ
Common questions about QuickBooks Setup
How much does QuickBooks setup cost?
The cost depends on the complexity of your records, your type of business, whether payroll or inventory is involved, and whether you are starting fresh or converting from another system. We learn about your business first and then provide a quote.
Can you move my books from another system or from manual records?
Yes. We help businesses convert from manual records or another accounting system, including mid-year conversions. We compare the QuickBooks trial balance to your old system to make sure balances carry over correctly.
Why does a professional QuickBooks setup matter?
QuickBooks is designed to be user-friendly, but the initial setup determines whether your future reports, balances, and tax information are reliable. Errors in the chart of accounts, opening balances, or settings can carry through every report you run.
What happens after my QuickBooks setup is complete?
We can train you or your staff and provide ongoing support, including monthly, quarterly, or annual data reviews. We also offer book cleanup, tax preparation support, and management reporting to help you stay on track.
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Start With QuickBooks the Right Way
QuickBooks can save time and improve reporting, but only if it is set up correctly. Heaven & Alvarez LLC helps you build a reliable accounting foundation that supports bookkeeping, management decisions, and tax preparation.